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LVM Capital Management’s JPMorgan Chase JPM Stock Holding History

LVM Capital Management’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 		$19M Buy
57,953
+80
+0.1% +$24.8K 1.59% 22
2026
Q1 		$17M Buy
57,873
+1,937
+3% +$588K 1.61% 21
2025
Q4 		$18M Buy
55,936
+182
+0.3% +$56.3K 1.67% 17
2025
Q3 		$17.6M Buy
55,754
+398
+0.7% +$118K 1.69% 17
2025
Q2 		$16M Buy
55,356
+2,003
+4% +$511K 1.66% 17
2025
Q1 		$13.1M Buy
53,353
+40,769
+324% +$10.4M 1.46% 22
2024
Q4 		$3.02M Buy
12,584
+24
+0.2% +$5.59K 0.32% 52
2024
Q3 		$2.54M Hold
12,560
– – 0.29% 50
2024
Q2 		$2.54M Sell
12,560
-533
-4% -$104K 0.29% 50
2024
Q1 		$2.62M Buy
13,093
+13
+0.1% +$2.35K 0.31% 50
2023
Q4 		$2.23M Buy
13,080
+3,684
+39% +$558K 0.28% 52
2023
Q3 		$1.36M Buy
9,396
+70
+0.8% +$10.5K 0.19% 61
2023
Q2 		$1.36M Hold
9,326
– – 0.18% 62
2023
Q1 		$1.22M Hold
9,326
– – 0.17% 63
2022
Q4 		$1.25M Hold
9,326
– – 0.18% 64
2022
Q3 		$975K Buy
9,326
+139
+2% +$16K 0.15% 68
2022
Q2 		$1.03M Hold
9,187
– – 0.15% 66
2022
Q1 		$1.25M Buy
9,187
+192
+2% +$28.3K 0.17% 65
2021
Q4 		$1.42M Sell
8,995
-13
-0.1% -$2.13K 0.19% 60
2021
Q3 		$1.47M Buy
9,008
+245
+3% +$38.4K 0.22% 58
2021
Q2 		$1.36M Buy
8,763
+400
+5% +$62.8K 0.21% 58
2021
Q1 		$1.27M Buy
8,363
+64
+0.8% +$9.21K 0.21% 57
2020
Q4 		$1.05M Sell
8,299
-415
-5% -$46.4K 0.18% 58
2020
Q3 		$839K Buy
8,714
+316
+4% +$31K 0.16% 56
2020
Q2 		$790K Hold
8,398
– – 0.16% 55
2020
Q1 		$756K Sell
8,398
-9
-0.1% -$1.09K 0.19% 50
2019
Q4 		$1.17M Buy
8,407
+24
+0.3% +$3.08K 0.23% 48
2019
Q3 		$987K Sell
8,383
-51
-0.6% -$5.77K 0.21% 50
2019
Q2 		$943K Buy
8,434
+750
+10% +$82.7K 0.21% 50
2019
Q1 		$778K Hold
7,684
– – 0.18% 53
2018
Q4 		$750K Buy
7,684
+66
+0.9% +$7.03K 0.2% 51
2018
Q3 		$860K Buy
7,618
+666
+10% +$75.6K 0.2% 54
2018
Q2 		$724K Buy
6,952
+475
+7% +$52.1K 0.17% 57
2018
Q1 		$712K Buy
6,477
+21
+0.3% +$2.38K 0.16% 57
2017
Q4 		$690K Sell
6,456
-202
-3% -$20.5K 0.16% 59
2017
Q3 		$636K Hold
6,658
– – 0.15% 59
2017
Q2 		$609K Buy
6,658
+3,230
+94% +$279K 0.16% 58
2017
Q1 		$301K Buy
3,428
+52
+2% +$4.59K 0.08% 91
2016
Q4 		$291K Sell
3,376
-1,299
-28% -$99.1K 0.08% 89
2016
Q3 		$269K Buy
+4,675
New +$305K 0.09% 90
2016
Q1 		– Sell
-3,775
Closed -$249K – 109
2015
Q4 		$249K Buy
3,775
+481
+15% +$31.3K 0.09% 95
2015
Q3 		$201K Buy
3,294
+150
+5% +$9.82K 0.07% 102
2015
Q2 		$213K Buy
+3,144
New +$205K 0.07% 106
2014
Q4 		– Sell
-3,584
Closed -$216K – 121
2014
Q3 		$216K Sell
3,584
-1,091
-23% -$63.8K 0.07% 102
2014
Q2 		$269K Buy
4,675
+40
+0.9% +$2.25K 0.09% 90
2014
Q1 		$281K Sell
4,635
-3,759
-45% -$217K 0.1% 86
2013
Q4 		$491K Buy
8,394
+597
+8% +$32.7K 0.17% 65
2013
Q3 		$403K Sell
7,797
-652
-8% -$35K 0.15% 74
2013
Q2 		$446K Buy
+8,449
New +$430K 0.18% 68

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

LVM Capital Management's JPM Position: Q2 2026 in Review

LVM Capital Management increased its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, buying an estimated $24.8K and bringing the position to 57,953 shares worth $19M. The position accounts for 1.59% of the portfolio, ranked #22.

LVM Capital Management first reported a position in JPM in Q2 2013 and has held it in 49 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LVM Capital Management held 57,953 shares of JPMorgan Chase worth $19M as of Q2 2026.
  • LVM Capital Management bought 80 JPMorgan Chase shares in Q2 2026, an estimated $24.8K.
  • JPMorgan Chase made up 1.59% of LVM Capital Management's portfolio in Q2 2026, its #22 holding.
  • LVM Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 49 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.