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Lummis Asset Management’s JPMorgan Chase JPM Stock Holding History

Lummis Asset 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 		$254K Hold
865
– – 0.15% 57
2025
Q4 		$279K Buy
865
+7
+0.8% +$2.17K 0.17% 53
2025
Q3 		$271K Hold
858
– – 0.18% 54
2025
Q2 		$249K Hold
858
– – 0.16% 55
2025
Q1 		$210K Buy
858
+676
+371% +$172K 0.15% 55
2024
Q4 		$43.6K Sell
182
-676
-79% -$157K 0.06% 63
2024
Q3 		$181K Buy
858
+676
+371% +$142K 0.21% 44
2024
Q2 		$36.8K Hold
182
– – 0.05% 64
2024
Q1 		$36.5K Hold
182
– – 0.05% 64
2023
Q4 		$31K Buy
+182
New +$27.6K 0.02% 92

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

Lummis Asset Management's JPM Position: Q1 2026 in Review

Lummis Asset Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 865 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #57.

Lummis Asset Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $279K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Lummis Asset Management held 865 shares of JPMorgan Chase worth $254K as of Q1 2026.
  • Lummis Asset Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.15% of Lummis Asset Management's portfolio in Q1 2026, its #57 holding.
  • Lummis Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Lummis Asset Management's JPMorgan Chase position peaked at $279K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.