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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Luts & Greenleigh Group's JPM Position: Q1 2026 in Review

Luts & Greenleigh Group increased its JPMorgan Chase (JPM) stake by 0.02% in Q1 2026, buying an estimated $303 and bringing the position to 4,384 shares worth $1.29M. The position accounts for 1.02% of the portfolio, ranked #22.

Luts & Greenleigh Group first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.41M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Luts & Greenleigh Group held 4,384 shares of JPMorgan Chase worth $1.29M as of Q1 2026.
Luts & Greenleigh Group bought 1 JPMorgan Chase share in Q1 2026, an estimated $303.
JPMorgan Chase made up 1.02% of Luts & Greenleigh Group's portfolio in Q1 2026, its #22 holding.
Luts & Greenleigh Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's JPMorgan Chase position peaked at $1.41M in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.