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LPWM LLC’s JPMorgan Chase JPM Stock Holding History

LPWM LLC’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 		$366K Sell
1,117
-11
-1% -$3.42K 0.08% 77
2026
Q1 		$332K Buy
1,128
+68
+6% +$20.6K 0.08% 74
2025
Q4 		$342K Hold
1,060
– – 0.09% 73
2025
Q3 		$334K Hold
1,060
– – 0.09% 69
2025
Q2 		$307K Hold
1,060
– – 0.09% 73
2025
Q1 		$260K Sell
1,060
-50
-5% -$12.7K 0.08% 71
2024
Q4 		$266K Hold
1,110
– – 0.09% 69
2024
Q3 		$228K Hold
1,110
– – 0.07% 71
2024
Q2 		$228K Buy
+1,110
New +$217K 0.08% 70

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LPWM LLC's JPM Position: Q2 2026 in Review

LPWM LLC reduced its JPMorgan Chase (JPM) stake by 0.98% in Q2 2026, selling an estimated $3.42K and leaving 1,117 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #77.

LPWM LLC first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LPWM LLC held 1,117 shares of JPMorgan Chase worth $366K as of Q2 2026.
  • LPWM LLC sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.08% of LPWM LLC's portfolio in Q2 2026, its #77 holding.
  • LPWM LLC first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.