Luts & Greenleigh Group’s JPMorgan Chase JPM Stock Holding History

Luts & Greenleigh Group’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	$1.43M	Sell	4,373 -11	-0.3%	-$3.42K	1.08%	22
2026 Q1	$1.29M	Buy	4,384 +1	+0%	+$303	1.02%	22
2025 Q4	$1.41M	Buy	4,383 +5	+0.1%	+$1.55K	1.2%	19
2025 Q3	$1.38M	Sell	4,378 -35	-0.8%	-$10.4K	1.24%	19
2025 Q2	$1.28M	Buy	4,413 +90	+2%	+$23K	1.23%	18
2025 Q1	$1.06M	Sell	4,323 -162	-4%	-$41.3K	1.05%	23
2024 Q4	$1.08M	Sell	4,485 -199	-4%	-$46.4K	1.06%	21
2024 Q3	$988K	Buy	4,684 +143	+3%	+$30.1K	0.95%	23
2024 Q2	$918K	Buy	+4,541	New	+$888K	0.96%	22
2023 Q4	$754K	Sell	4,435 -113	-2%	-$17.1K	0.95%	24
2023 Q3	$660K	Sell	4,548 -49	-1%	-$7.34K	0.82%	29
2023 Q2	$669K	Buy	4,597 +705	+18%	+$97K	0.82%	29
2023 Q1	$507K	Buy	3,892 +553	+17%	+$75.8K	0.64%	33
2022 Q4	$448K	Buy	+3,339	New	+$423K	0.57%	34

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

Luts & Greenleigh Group's JPM Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its JPMorgan Chase (JPM) stake by 0.25% in Q2 2026, selling an estimated $3.42K and leaving 4,373 shares worth $1.43M. The position accounts for 1.08% of the portfolio, ranked #22.

Luts & Greenleigh Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Luts & Greenleigh Group held 4,373 shares of JPMorgan Chase worth $1.43M as of Q2 2026.
Luts & Greenleigh Group sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
JPMorgan Chase made up 1.08% of Luts & Greenleigh Group's portfolio in Q2 2026, its #22 holding.
Luts & Greenleigh Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.