Lountzis Asset Management’s JPMorgan Chase JPM Stock Holding History

Lountzis 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 Q1	$328K	Hold	1,116	–	–	0.12%	42
2025 Q4	$360K	Hold	1,116	–	–	0.13%	42
2025 Q3	$352K	Sell	1,116 -100	-8%	-$29.7K	0.11%	44
2025 Q2	$353K	Sell	1,216 -92	-7%	-$23.5K	0.12%	44
2025 Q1	$320K	Sell	1,308 -59	-4%	-$15K	0.12%	45
2024 Q4	$328K	Hold	1,367	–	–	0.14%	42
2024 Q3	$288K	Sell	1,367 -48	-3%	-$10.1K	0.12%	44
2024 Q2	$286K	Hold	1,415	–	–	0.13%	41
2024 Q1	$283K	Hold	1,415	–	–	0.13%	42
2023 Q4	$241K	Buy	+1,415	New	+$214K	0.13%	43
2023 Q3	–	Sell	-1,340	Closed	-$207K	–	45
2023 Q2	$207K	Buy	+1,340	New	+$184K	0.11%	45
2021 Q4	–	Sell	-1,050	Closed	-$172K	–	59
2021 Q3	$172K	Hold	1,050	–	–	0.11%	35
2021 Q2	$163K	Hold	1,050	–	–	0.1%	38
2021 Q1	$160K	Hold	1,050	–	–	0.11%	39
2020 Q4	$133K	Hold	1,050	–	–	0.1%	40
2020 Q3	$101K	Hold	1,050	–	–	0.09%	41
2020 Q2	$99K	Buy	+1,050	New	+$99.6K	0.09%	41

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lountzis Asset Management's JPM Position: Q1 2026 in Review

Lountzis Asset Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,116 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #42.

Lountzis Asset Management first reported a position in JPM in Q2 2020 and has held it in 17 quarters since. The position peaked at $360K in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Lountzis Asset Management held 1,116 shares of JPMorgan Chase worth $328K as of Q1 2026.
Lountzis Asset Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.12% of Lountzis Asset Management's portfolio in Q1 2026, its #42 holding.
Lountzis Asset Management first reported a position in JPMorgan Chase in Q2 2020 and has held it in 17 quarters since.
Lountzis Asset Management's JPMorgan Chase position peaked at $360K in Q4 2025.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lountzis Asset Management's 13F filing for Q1 2026, filed 7 May 2026.