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 Q2	$2.55M	Buy	7,792 +1,854	+31%	+$576K	0.22%	71
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lodestar Private Asset Management's JPM Position: Q2 2026 in Review

Lodestar Private Asset Management increased its JPMorgan Chase (JPM) stake by 31% in Q2 2026, buying an estimated $576K and bringing the position to 7,792 shares worth $2.55M. The position accounts for 0.22% of the portfolio, ranked #71.

Lodestar Private Asset Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lodestar Private Asset Management held 7,792 shares of JPMorgan Chase worth $2.55M as of Q2 2026.
Lodestar Private Asset Management bought 1,854 JPMorgan Chase shares in Q2 2026, an estimated $576K.
JPMorgan Chase made up 0.22% of Lodestar Private Asset Management's portfolio in Q2 2026, its #71 holding.
Lodestar Private Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.