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Lorne Steinberg Wealth Management’s JPMorgan Chase JPM Stock Holding History

Lorne Steinberg 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 		$12.9M Buy
39,408
+620
+2% +$193K 2.65% 13
2026
Q1 		$11.4M Buy
38,788
+432
+1% +$131K 2.7% 9
2025
Q4 		$12.4M Sell
38,356
-294
-0.8% -$91K 2.84% 8
2025
Q3 		$12.2M Buy
38,650
+130
+0.3% +$38.7K 2.94% 7
2025
Q2 		$11.2M Sell
38,520
-305
-0.8% -$77.8K 2.92% 5
2025
Q1 		$9.52M Sell
38,825
-214
-0.5% -$54.6K 2.78% 7
2024
Q4 		$9.36M Buy
39,039
+18
+0% +$4.19K 2.71% 10
2024
Q3 		$8.23M Sell
39,021
-20
-0.1% -$4.21K 2.38% 13
2024
Q2 		$7.9M Buy
39,041
+10
+0% +$1.96K 2.54% 8
2024
Q1 		$7.82M Buy
39,031
+82
+0.2% +$14.8K 2.44% 10
2023
Q4 		$6.63M Sell
38,949
-270
-0.7% -$40.9K 2.23% 14
2023
Q3 		$5.69M Sell
39,219
-360
-0.9% -$54K 2.19% 15
2023
Q2 		$5.76M Sell
39,579
-55
-0.1% -$7.57K 2.17% 19
2023
Q1 		$5.16M Buy
39,634
+13,190
+50% +$1.81M 2.06% 19
2022
Q4 		$3.55M Buy
26,444
+369
+1% +$46.8K 1.52% 31
2022
Q3 		$2.73M Buy
26,075
+21,686
+494% +$2.49M 1.32% 38
2022
Q2 		$494K Sell
4,389
-600
-12% -$74.3K 0.23% 51
2022
Q1 		$680K Buy
4,989
+225
+5% +$33.2K 0.31% 47
2021
Q4 		$754K Sell
4,764
-21
-0.4% -$3.45K 0.32% 46
2021
Q3 		$783K Sell
4,785
-125
-3% -$19.6K 0.38% 47
2021
Q2 		$764K Buy
4,910
+240
+5% +$37.7K 0.38% 46
2021
Q1 		$711K Sell
4,670
-100
-2% -$14.4K 0.38% 46
2020
Q4 		$608K Buy
+4,770
New +$533K 0.38% 47

Other funds holding JPM

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 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Lorne Steinberg Wealth Management's JPM Position: Q2 2026 in Review

Lorne Steinberg Wealth Management increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $193K and bringing the position to 39,408 shares worth $12.9M. The position accounts for 2.65% of the portfolio, ranked #13.

Lorne Steinberg Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lorne Steinberg Wealth Management held 39,408 shares of JPMorgan Chase worth $12.9M as of Q2 2026.
  • Lorne Steinberg Wealth Management bought 620 JPMorgan Chase shares in Q2 2026, an estimated $193K.
  • JPMorgan Chase made up 2.65% of Lorne Steinberg Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Lorne Steinberg Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.