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 Q2	$283K	Hold	865	–	–	0.17%	54
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 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

Lummis Asset Management's JPM Position: Q2 2026 in Review

Lummis Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 865 shares worth $283K. The position accounts for 0.17% of the portfolio, ranked #54.

Lummis Asset Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lummis Asset Management held 865 shares of JPMorgan Chase worth $283K as of Q2 2026.
Lummis Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.17% of Lummis Asset Management's portfolio in Q2 2026, its #54 holding.
Lummis Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.