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LRI Investments’s JPMorgan Chase JPM Stock Holding History

LRI Investments’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 		$4.87M Buy
37,791
+924
+3% +$287K 0.39% 34
2026
Q1 		$4.11M Sell
36,867
-3,198
-8% -$971K 0.36% 36
2025
Q4 		$5.53M Buy
40,065
+144
+0.4% +$44.6K 0.45% 29
2025
Q3 		$5.37M Sell
39,921
-687
-2% -$204K 0.44% 27
2025
Q2 		$5.13M Buy
40,608
+105
+0.3% +$26.8K 0.44% 26
2025
Q1 		$4.32M Buy
40,503
+389
+1% +$99.2K 0.42% 25
2024
Q4 		$4.13M Hold
40,114
– – 0.4% 19
2024
Q3 		$4.17M Buy
40,114
+26,529
+195% +$5.59M 0.4% 21
2024
Q2 		$2.75M Buy
13,585
+3,595
+36% +$703K 0.31% 28
2024
Q1 		$2M Buy
+9,990
New +$1.8M 0.51% 30

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 $3.37T AUM 44.26% 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

LRI Investments's JPM Position: Q2 2026 in Review

LRI Investments increased its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, buying an estimated $287K and bringing the position to 37,791 shares worth $4.87M. The position accounts for 0.39% of the portfolio, ranked #34.

LRI Investments first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.53M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LRI Investments held 37,791 shares of JPMorgan Chase worth $4.87M as of Q2 2026.
  • LRI Investments bought 924 JPMorgan Chase shares in Q2 2026, an estimated $287K.
  • JPMorgan Chase made up 0.39% of LRI Investments's portfolio in Q2 2026, its #34 holding.
  • LRI Investments first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's JPMorgan Chase position peaked at $5.53M in Q4 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.