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Lokken Investment Group’s JPMorgan Chase JPM Stock Holding History

Lokken Investment Group’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
2025
Q3 		$633K Buy
2,008
+160
+9% +$47.6K 0.22% 82
2025
Q2 		$536K Sell
1,848
-317
-15% -$80.9K 0.21% 82
2025
Q1 		$531K Buy
2,165
+438
+25% +$112K 0.22% 79
2024
Q4 		$414K Buy
1,727
+48
+3% +$11.2K 0.18% 89
2024
Q3 		$354K Sell
1,679
-25
-1% -$5.27K 0.15% 103
2024
Q2 		$345K Buy
1,704
+250
+17% +$48.9K 0.16% 99
2024
Q1 		$291K Sell
1,454
-11
-0.8% -$1.99K 0.15% 105
2023
Q4 		$249K Sell
1,465
-27
-2% -$4.09K 0.14% 111
2023
Q3 		$216K Sell
1,492
-17
-1% -$2.55K 0.14% 116
2023
Q2 		$219K Buy
+1,509
New +$208K 0.14% 116
2022
Q1 		– Sell
-1,655
Closed -$262K – 136
2021
Q4 		$262K Buy
1,655
+38
+2% +$6.24K 0.19% 108
2021
Q3 		$265K Buy
1,617
+68
+4% +$10.7K 0.21% 100
2021
Q2 		$241K Buy
+1,549
New +$243K 0.2% 104

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lokken Investment Group's JPM Position: Q3 2025 in Review

Lokken Investment Group increased its JPMorgan Chase (JPM) stake by 8.7% in Q3 2025, buying an estimated $47.6K and bringing the position to 2,008 shares worth $633K. The position accounts for 0.22% of the portfolio, ranked #82.

Lokken Investment Group first reported a position in JPM in Q2 2021 and has held it in 13 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Lokken Investment Group held 2,008 shares of JPMorgan Chase worth $633K as of Q3 2025.
  • Lokken Investment Group bought 160 JPMorgan Chase shares in Q3 2025, an estimated $47.6K.
  • JPMorgan Chase made up 0.22% of Lokken Investment Group's portfolio in Q3 2025, its #82 holding.
  • Lokken Investment Group first reported a position in JPMorgan Chase in Q2 2021 and has held it in 13 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.