Lodestar Private Asset Management’s JPMorgan Chase JPM Stock Holding History

Lodestar Private Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Sell	5,938 -4	-0.1%	-$1.21K	0.17%	81
2025 Q4	$1.91M	Sell	5,942 -76	-1%	-$23.5K	0.19%	77
2025 Q3	$1.9M	Buy	6,018 +529	+10%	+$157K	0.2%	76
2025 Q2	$1.59M	Buy	5,489 +1	+0%	+$255	0.18%	80
2025 Q1	$1.35M	Hold	5,488	–	–	0.17%	86
2024 Q4	$1.32M	Buy	5,488 +1	+0%	+$233	0.16%	90
2024 Q3	$1.16M	Sell	5,487 -47	-0.8%	-$9.9K	0.15%	91
2024 Q2	$1.12M	Sell	5,534 -40	-0.7%	-$7.82K	0.15%	93
2024 Q1	$1.12M	Sell	5,574 -266	-5%	-$48K	0.16%	89
2023 Q4	$993K	Sell	5,840 -81	-1%	-$12.3K	0.15%	90
2023 Q3	$859K	Sell	5,921 -337	-5%	-$50.5K	0.15%	96
2023 Q2	$910K	Buy	6,258 +115	+2%	+$15.8K	0.15%	93
2023 Q1	$801K	Buy	6,143 +131	+2%	+$17.9K	0.14%	100
2022 Q4	$806K	Buy	+6,012	New	+$762K	0.15%	96

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lodestar Private Asset Management's JPM Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its JPMorgan Chase (JPM) stake by 0.07% in Q1 2026, selling an estimated $1.21K and leaving 5,938 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #81.

Lodestar Private Asset Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.91M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Lodestar Private Asset Management held 5,938 shares of JPMorgan Chase worth $1.75M as of Q1 2026.
Lodestar Private Asset Management sold 4 JPMorgan Chase shares in Q1 2026, an estimated $1.21K.
JPMorgan Chase made up 0.17% of Lodestar Private Asset Management's portfolio in Q1 2026, its #81 holding.
Lodestar Private Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's JPMorgan Chase position peaked at $1.91M in Q4 2025.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.