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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
Q2 		$462K Sell
1,411
-6
-0.4% -$1.86K 0.03% 84
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lutz Financial Services's JPM Position: Q2 2026 in Review

Lutz Financial Services reduced its JPMorgan Chase (JPM) stake by 0.42% in Q2 2026, selling an estimated $1.86K and leaving 1,411 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #84.

Lutz Financial Services first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $484K in Q3 2025. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lutz Financial Services held 1,411 shares of JPMorgan Chase worth $462K as of Q2 2026.
  • Lutz Financial Services sold 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
  • JPMorgan Chase made up 0.03% of Lutz Financial Services's portfolio in Q2 2026, its #84 holding.
  • Lutz Financial Services first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Lutz Financial Services's JPMorgan Chase position peaked at $484K in Q3 2025.
  • 5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.