Lord & Richards Wealth Management’s JPMorgan Chase JPM Stock Holding History

Lord & Richards 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	$889K	Sell	2,715 -182	-6%	-$56.5K	0.7%	32
2026 Q1	$852K	Sell	2,897 -55	-2%	-$16.7K	0.75%	32
2025 Q4	$951K	Sell	2,952 -2,724	-48%	-$843K	0.82%	31
2025 Q3	$1.79M	Buy	5,676 +361	+7%	+$107K	1.64%	20
2025 Q2	$1.54M	Buy	5,315 +346	+7%	+$88.3K	1.61%	17
2025 Q1	$1.22M	Buy	4,969 +2,111	+74%	+$538K	1.38%	22
2024 Q4	$685K	Buy	+2,858	New	+$666K	1.45%	22

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Lord & Richards Wealth Management's JPM Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its JPMorgan Chase (JPM) stake by 6.3% in Q2 2026, selling an estimated $56.5K and leaving 2,715 shares worth $889K. The position accounts for 0.7% of the portfolio, ranked #32.

Lord & Richards Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lord & Richards Wealth Management held 2,715 shares of JPMorgan Chase worth $889K as of Q2 2026.
Lord & Richards Wealth Management sold 182 JPMorgan Chase shares in Q2 2026, an estimated $56.5K.
JPMorgan Chase made up 0.7% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #32 holding.
Lord & Richards Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Lord & Richards Wealth Management's JPMorgan Chase position peaked at $1.79M in Q3 2025.
1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.