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Lutz Financial Services’s JPMorgan Chase JPM Stock Holding History

Lutz Financial Services’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 		$417K Buy
1,417
+43
+3% +$13.1K 0.03% 85
2025
Q4 		$443K Sell
1,374
-160
-10% -$49.5K 0.03% 82
2025
Q3 		$484K Sell
1,534
-9
-0.6% -$2.68K 0.04% 74
2025
Q2 		$447K Buy
1,543
+15
+1% +$3.83K 0.03% 73
2025
Q1 		$375K Sell
1,528
-43
-3% -$11K 0.03% 75
2024
Q4 		$377K Sell
1,571
-14
-0.9% -$3.26K 0.03% 75
2024
Q3 		$334K Buy
1,585
+27
+2% +$5.69K 0.03% 76
2024
Q2 		$315K Hold
1,558
– – 0.03% 77
2024
Q1 		$312K Sell
1,558
-23
-1% -$4.15K 0.03% 75
2023
Q4 		$269K Buy
1,581
+44
+3% +$6.67K 0.03% 76
2023
Q3 		$223K Buy
1,537
+36
+2% +$5.4K 0.02% 77
2023
Q2 		$218K Sell
1,501
-106
-7% -$14.6K 0.02% 78
2023
Q1 		$209K Buy
1,607
+100
+7% +$13.7K 0.02% 75
2022
Q4 		$202K Buy
+1,507
New +$191K 0.02% 75

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

Lutz Financial Services's JPM Position: Q1 2026 in Review

Lutz Financial Services increased its JPMorgan Chase (JPM) stake by 3.1% in Q1 2026, buying an estimated $13.1K and bringing the position to 1,417 shares worth $417K. The position accounts for 0.03% of the portfolio, ranked #85.

Lutz Financial Services first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $484K in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Lutz Financial Services held 1,417 shares of JPMorgan Chase worth $417K as of Q1 2026.
  • Lutz Financial Services bought 43 JPMorgan Chase shares in Q1 2026, an estimated $13.1K.
  • JPMorgan Chase made up 0.03% of Lutz Financial Services's portfolio in Q1 2026, its #85 holding.
  • Lutz Financial Services first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Lutz Financial Services's JPMorgan Chase position peaked at $484K in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.