Luther King Capital Management (LKCM)
JPM icon

Luther King Capital Management (LKCM)’s JPMorgan Chase JPM Stock Holding History

Luther King Capital Management (LKCM)’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 		$509M Sell
1,730,202
-42,741
-2% -$13M 2.2% 8
2025
Q4 		$571M Sell
1,772,943
-5,691
-0.3% -$1.76M 2.32% 8
2025
Q3 		$561M Sell
1,778,634
-16,803
-0.9% -$5M 2.31% 9
2025
Q2 		$521M Sell
1,795,437
-48,872
-3% -$12.5M 2.26% 7
2025
Q1 		$452M Sell
1,844,309
-24,836
-1% -$6.33M 2.09% 6
2024
Q4 		$448M Sell
1,869,145
-73,752
-4% -$17.2M 1.94% 10
2024
Q3 		$410M Sell
1,942,897
-47,456
-2% -$10M 1.76% 12
2024
Q2 		$403M Sell
1,990,353
-138,257
-6% -$27M 1.81% 12
2024
Q1 		$426M Sell
2,128,610
-36,298
-2% -$6.55M 1.92% 9
2023
Q4 		$368M Sell
2,164,908
-97,381
-4% -$14.8M 1.77% 12
2023
Q3 		$328M Sell
2,262,289
-19,187
-0.8% -$2.88M 1.7% 12
2023
Q2 		$332M Sell
2,281,476
-4,270
-0.2% -$587K 1.65% 12
2023
Q1 		$298M Sell
2,285,746
-17,927
-0.8% -$2.46M 1.57% 12
2022
Q4 		$309M Sell
2,303,673
-35,834
-2% -$4.54M 1.69% 10
2022
Q3 		$244M Buy
2,339,507
+13,399
+0.6% +$1.54M 1.46% 17
2022
Q2 		$262M Sell
2,326,108
-101,863
-4% -$12.6M 1.47% 17
2022
Q1 		$331M Sell
2,427,971
-6,657
-0.3% -$983K 1.61% 14
2021
Q4 		$386M Sell
2,434,628
-5,450
-0.2% -$895K 1.74% 11
2021
Q3 		$399M Buy
2,440,078
+682
+0% +$107K 1.96% 9
2021
Q2 		$379M Buy
2,439,396
+16,560
+0.7% +$2.6M 1.85% 9
2021
Q1 		$369M Buy
2,422,836
+6,030
+0.2% +$868K 1.98% 9
2020
Q4 		$307M Buy
2,416,806
+13,447
+0.6% +$1.5M 1.73% 13
2020
Q3 		$231M Buy
2,403,359
+43,739
+2% +$4.3M 1.46% 18
2020
Q2 		$222M Buy
2,359,620
+41,890
+2% +$3.97M 1.54% 16
2020
Q1 		$209M Sell
2,317,730
-4,736
-0.2% -$575K 1.81% 12
2019
Q4 		$324M Buy
2,322,466
+5,952
+0.3% +$763K 2.16% 7
2019
Q3 		$273M Buy
2,316,514
+7,277
+0.3% +$823K 1.98% 9
2019
Q2 		$258M Buy
2,309,237
+22,709
+1% +$2.5M 1.88% 9
2019
Q1 		$231M Buy
2,286,528
+36,977
+2% +$3.81M 1.77% 10
2018
Q4 		$220M Buy
2,249,551
+73,045
+3% +$7.78M 1.95% 8
2018
Q3 		$246M Buy
2,176,506
+14,160
+0.7% +$1.61M 1.85% 10
2018
Q2 		$225M Buy
2,162,346
+46,891
+2% +$5.14M 1.84% 12
2018
Q1 		$233M Buy
2,115,455
+27,853
+1% +$3.15M 1.95% 11
2017
Q4 		$223M Buy
2,087,602
+155,719
+8% +$15.8M 1.83% 11
2017
Q3 		$185M Buy
1,931,883
+22,874
+1% +$2.11M 1.62% 13
2017
Q2 		$174M Buy
1,909,009
+52,598
+3% +$4.54M 1.58% 13
2017
Q1 		$163M Buy
1,856,411
+37,328
+2% +$3.29M 1.5% 15
2016
Q4 		$157M Buy
1,819,083
+218,896
+14% +$16.7M 1.49% 15
2016
Q3 		$107M Buy
1,600,187
+33,119
+2% +$2.16M 1.04% 31
2016
Q2 		$97.4M Buy
1,567,068
+58,498
+4% +$3.65M 0.95% 37
2016
Q1 		$89.3M Sell
1,508,570
-42,051
-3% -$2.46M 0.89% 41
2015
Q4 		$102M Buy
1,550,621
+6,894
+0.4% +$449K 0.96% 32
2015
Q3 		$94.1M Buy
1,543,727
+21,059
+1% +$1.38M 0.91% 36
2015
Q2 		$103M Buy
1,522,668
+230,149
+18% +$15M 0.89% 37
2015
Q1 		$78.3M Buy
1,292,519
+108,813
+9% +$6.44M 0.66% 51
2014
Q4 		$74.1M Sell
1,183,706
-42,549
-3% -$2.56M 0.6% 55
2014
Q3 		$73.9M Sell
1,226,255
-45,210
-4% -$2.64M 0.61% 56
2014
Q2 		$73.3M Sell
1,271,465
-27,200
-2% -$1.53M 0.58% 56
2014
Q1 		$78.8M Buy
1,298,665
+69,888
+6% +$4.04M 0.64% 51
2013
Q4 		$71.9M Sell
1,228,777
-30,899
-2% -$1.69M 0.58% 48
2013
Q3 		$65.1M Sell
1,259,676
-48,060
-4% -$2.58M 0.56% 52
2013
Q2 		$69M Buy
+1,307,736
New +$66.5M 0.64% 42

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

Luther King Capital Management (LKCM)'s JPM Position: Q1 2026 in Review

Luther King Capital Management (LKCM) reduced its JPMorgan Chase (JPM) stake by 2.4% in Q1 2026, selling an estimated $13M and leaving 1,730,202 shares worth $509M. The position accounts for 2.2% of the portfolio, ranked #8.

Luther King Capital Management (LKCM) first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $571M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Luther King Capital Management (LKCM) held 1,730,202 shares of JPMorgan Chase worth $509M as of Q1 2026.
  • Luther King Capital Management (LKCM) sold 42,741 JPMorgan Chase shares in Q1 2026, an estimated $13M.
  • JPMorgan Chase made up 2.2% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #8 holding.
  • Luther King Capital Management (LKCM) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Luther King Capital Management (LKCM)'s JPMorgan Chase position peaked at $571M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.