Luken Investment Analytics’s JPMorgan Chase JPM Stock Holding History

Luken Investment Analytics’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	$471K	Sell	1,439 -160	-10%	-$49.7K	0.16%	49
2026 Q1	$470K	Hold	1,599	–	–	0.18%	43
2025 Q4	$515K	Sell	1,599 -586	-27%	-$181K	0.2%	38
2025 Q3	$689K	Hold	2,185	–	–	0.27%	34
2025 Q2	$633K	Hold	2,185	–	–	0.28%	35
2025 Q1	$536K	Buy	2,185 +53	+2%	+$13.5K	0.25%	33
2024 Q4	$511K	Buy	2,132 +200	+10%	+$46.6K	0.24%	32
2024 Q3	$407K	Hold	1,932	–	–	0.19%	37
2024 Q2	$391K	Hold	1,932	–	–	0.2%	38
2024 Q1	$387K	Hold	1,932	–	–	0.2%	35
2023 Q4	$329K	Hold	1,932	–	–	0.18%	38
2023 Q3	$280K	Sell	1,932 -165	-8%	-$24.7K	0.16%	41
2023 Q2	$305K	Buy	2,097 +165	+9%	+$22.7K	0.17%	37
2023 Q1	$252K	Hold	1,932	–	–	0.15%	35
2022 Q4	$259K	Buy	+1,932	New	+$245K	0.17%	33

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Luken Investment Analytics's JPM Position: Q2 2026 in Review

Luken Investment Analytics reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $49.7K and leaving 1,439 shares worth $471K. The position accounts for 0.16% of the portfolio, ranked #49.

Luken Investment Analytics first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $689K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Luken Investment Analytics held 1,439 shares of JPMorgan Chase worth $471K as of Q2 2026.
Luken Investment Analytics sold 160 JPMorgan Chase shares in Q2 2026, an estimated $49.7K.
JPMorgan Chase made up 0.16% of Luken Investment Analytics's portfolio in Q2 2026, its #49 holding.
Luken Investment Analytics first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Luken Investment Analytics's JPMorgan Chase position peaked at $689K in Q3 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.