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Luminvest Wealth Management’s JPMorgan Chase JPM Stock Holding History

Luminvest Wealth Management’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 		$252K Buy
856
+29
+4% +$8.8K 0.07% 45
2025
Q4 		$267K Sell
827
-26
-3% -$8.05K 0.07% 40
2025
Q3 		$269K Buy
853
+125
+17% +$37.2K 0.09% 37
2025
Q2 		$211K Buy
+728
New +$186K 0.08% 37

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

Luminvest Wealth Management's JPM Position: Q1 2026 in Review

Luminvest Wealth Management increased its JPMorgan Chase (JPM) stake by 3.5% in Q1 2026, buying an estimated $8.8K and bringing the position to 856 shares worth $252K. The position accounts for 0.07% of the portfolio, ranked #45.

Luminvest Wealth Management first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $269K in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Luminvest Wealth Management held 856 shares of JPMorgan Chase worth $252K as of Q1 2026.
  • Luminvest Wealth Management bought 29 JPMorgan Chase shares in Q1 2026, an estimated $8.8K.
  • JPMorgan Chase made up 0.07% of Luminvest Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Luminvest Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Luminvest Wealth Management's JPMorgan Chase position peaked at $269K in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.