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Lodestone Wealth Management’s JPMorgan Chase JPM Stock Holding History

Lodestone Wealth 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 		$4.35M Sell
13,295
-898
-6% -$279K 1.54% 13
2026
Q1 		$4.18M Sell
14,193
-68
-0.5% -$20.6K 1.65% 13
2025
Q4 		$4.6M Sell
14,261
-704
-5% -$218K 1.87% 9
2025
Q3 		$4.72M Buy
14,965
+84
+0.6% +$25K 2.12% 8
2025
Q2 		$4.31M Sell
14,881
-2,797
-16% -$714K 2.1% 9
2025
Q1 		$4.34M Sell
17,678
-1,676
-9% -$427K 2.31% 6
2024
Q4 		$4.64M Sell
19,354
-2,209
-10% -$515K 2.33% 6
2024
Q3 		$4.55M Sell
21,563
-249
-1% -$52.4K 2.28% 7
2024
Q2 		$4.41M Sell
21,812
-156
-0.7% -$30.5K 2.33% 6
2024
Q1 		$4.4M Sell
21,968
-30
-0.1% -$5.41K 2.31% 6
2023
Q4 		$3.74M Buy
21,998
+91
+0.4% +$13.8K 2.17% 8
2023
Q3 		$3.18M Sell
21,907
-178
-0.8% -$26.7K 2.22% 9
2023
Q2 		$3.21M Buy
22,085
+1,930
+10% +$265K 2.2% 9
2023
Q1 		$1.97M Sell
20,155
-134
-0.7% -$18.4K 1.52% 16
2022
Q4 		$2.72M Buy
+20,289
New +$2.57M 2.19% 9

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lodestone Wealth Management's JPM Position: Q2 2026 in Review

Lodestone Wealth Management reduced its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, selling an estimated $279K and leaving 13,295 shares worth $4.35M. The position accounts for 1.54% of the portfolio, ranked #13.

Lodestone Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.72M in Q3 2025. 2,124 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lodestone Wealth Management held 13,295 shares of JPMorgan Chase worth $4.35M as of Q2 2026.
  • Lodestone Wealth Management sold 898 JPMorgan Chase shares in Q2 2026, an estimated $279K.
  • JPMorgan Chase made up 1.54% of Lodestone Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Lodestone Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's JPMorgan Chase position peaked at $4.72M in Q3 2025.
  • 2,124 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.