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LOM Asset Management’s JPMorgan Chase JPM Stock Holding History

LOM 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 		$7.18M Buy
21,938
+178
+0.8% +$55.3K 1.86% 9
2026
Q1 		$6.4M Sell
21,760
-50
-0.2% -$15.2K 1.84% 10
2025
Q4 		$7.03M Sell
21,810
-123
-0.6% -$38.1K 2.04% 7
2025
Q3 		$6.92M Buy
21,933
+451
+2% +$134K 2.11% 7
2025
Q2 		$6.23M Buy
+21,482
New +$5.48M 2.11% 7

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

LOM Asset Management's JPM Position: Q2 2026 in Review

LOM Asset Management increased its JPMorgan Chase (JPM) stake by 0.82% in Q2 2026, buying an estimated $55.3K and bringing the position to 21,938 shares worth $7.18M. The position accounts for 1.86% of the portfolio, ranked #9.

LOM Asset Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 3,159 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LOM Asset Management held 21,938 shares of JPMorgan Chase worth $7.18M as of Q2 2026.
  • LOM Asset Management bought 178 JPMorgan Chase shares in Q2 2026, an estimated $55.3K.
  • JPMorgan Chase made up 1.86% of LOM Asset Management's portfolio in Q2 2026, its #9 holding.
  • LOM Asset Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 3,159 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.