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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
Q2 		$349K Buy
1,065
+209
+24% +$64.9K 0.08% 44
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 $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

Luminvest Wealth Management's JPM Position: Q2 2026 in Review

Luminvest Wealth Management increased its JPMorgan Chase (JPM) stake by 24% in Q2 2026, buying an estimated $64.9K and bringing the position to 1,065 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #44.

Luminvest Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Luminvest Wealth Management held 1,065 shares of JPMorgan Chase worth $349K as of Q2 2026.
  • Luminvest Wealth Management bought 209 JPMorgan Chase shares in Q2 2026, an estimated $64.9K.
  • JPMorgan Chase made up 0.08% of Luminvest Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Luminvest Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.