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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPWM LLC's JPM Position: Q1 2026 in Review

LPWM LLC increased its JPMorgan Chase (JPM) stake by 6.4% in Q1 2026, buying an estimated $20.6K and bringing the position to 1,128 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #74.

LPWM LLC first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $342K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • LPWM LLC held 1,128 shares of JPMorgan Chase worth $332K as of Q1 2026.
  • LPWM LLC bought 68 JPMorgan Chase shares in Q1 2026, an estimated $20.6K.
  • JPMorgan Chase made up 0.08% of LPWM LLC's portfolio in Q1 2026, its #74 holding.
  • LPWM LLC first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • LPWM LLC's JPMorgan Chase position peaked at $342K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.