Lugano Financial Advisors SA (LFA)’s JPMorgan Chase JPM Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$606K	Buy	1,850 +226	+14%	+$70.2K	0.36%	41
2026 Q1	$475K	Hold	1,624	–	–	0.24%	49
2025 Q4	$521K	Buy	1,624 +31	+2%	+$9.6K	0.27%	48
2025 Q3	$500K	Buy	1,593 +9	+0.6%	+$2.68K	0.26%	48
2025 Q2	$457K	Buy	1,584 +284	+22%	+$72.5K	0.27%	45
2025 Q1	$319K	Sell	1,300 -190	-13%	-$48.4K	0.22%	54
2024 Q4	$357K	Hold	1,490	–	–	0.23%	52
2024 Q3	$314K	Hold	1,490	–	–	0.21%	53
2024 Q2	$301K	Hold	1,490	–	–	0.23%	47
2024 Q1	$298K	Hold	1,490	–	–	0.22%	54
2023 Q4	$253K	Buy	1,490 +105	+8%	+$15.9K	0.2%	54
2023 Q3	$201K	Sell	1,385 -1,215	-47%	-$182K	0.17%	54
2023 Q2	$378K	Buy	+2,600	New	+$358K	0.25%	48
2022 Q4	–	Sell	-210	Closed	-$22K	–	120
2022 Q3	$22K	Hold	210	–	–	0.02%	100
2022 Q2	$23K	Buy	+210	New	+$26K	0.02%	106
2021 Q3	–	Sell	-1,598	Closed	-$249K	–	108
2021 Q2	$249K	Hold	1,598	–	–	0.16%	62
2021 Q1	$243K	Buy	+1,598	New	+$230K	0.17%	59
2020 Q1	–	Sell	-190	Closed	-$26K	–	132
2019 Q4	$26K	Buy	+190	New	+$24.4K	0.02%	118
2019 Q2	$1.17M	Buy	10,487 +139	+1%	+$15.3K	0.73%	20
2019 Q1	$1.05M	Sell	10,348 -6	-0.1%	-$618	0.63%	23
2018 Q4	$1.17M	Hold	10,354	–	–	0.81%	25
2018 Q3	$1.17M	Buy	10,354 +1,070	+12%	+$121K	0.81%	25
2018 Q2	$961K	Buy	+9,284	New	+$1.02M	0.92%	29

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA)'s JPM Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $70.2K and bringing the position to 1,850 shares worth $606K. The position accounts for 0.36% of the portfolio, ranked #41.

Lugano Financial Advisors SA (LFA) first reported a position in JPM in Q2 2018 and has held it in 23 quarters since. The position peaked at $1.17M in Q2 2019. 2,944 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 1,850 shares of JPMorgan Chase worth $606K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 226 JPMorgan Chase shares in Q2 2026, an estimated $70.2K.
JPMorgan Chase made up 0.36% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #41 holding.
Lugano Financial Advisors SA (LFA) first reported a position in JPMorgan Chase in Q2 2018 and has held it in 23 quarters since.
Lugano Financial Advisors SA (LFA)'s JPMorgan Chase position peaked at $1.17M in Q2 2019.
2,944 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.