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LVW Advisors’s JPMorgan Chase JPM Stock Holding History

LVW Advisors’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 		$10.3M Sell
31,362
-15,490
-33% -$4.81M 0.89% 23
2026
Q1 		$13.8M Buy
46,852
+3,002
+7% +$911K 1.31% 17
2025
Q4 		$14.1M Buy
43,850
+16,798
+62% +$5.2M 1.43% 18
2025
Q3 		$8.53M Buy
27,052
+869
+3% +$258K 0.87% 23
2025
Q2 		$7.59M Sell
26,183
-579
-2% -$148K 0.83% 21
2025
Q1 		$6.56M Sell
26,762
-554
-2% -$141K 0.78% 23
2024
Q4 		$6.55M Sell
27,316
-2,349
-8% -$547K 0.79% 26
2024
Q3 		$6.26M Sell
29,665
-1,016
-3% -$214K 0.8% 24
2024
Q2 		$6.21M Buy
30,681
+286
+0.9% +$55.9K 0.91% 21
2024
Q1 		$6.09M Sell
30,395
-1,405
-4% -$254K 1.03% 19
2023
Q4 		$5.41M Sell
31,800
-3,622
-10% -$549K 1.01% 15
2023
Q3 		$5.14M Sell
35,422
-4,586
-11% -$687K 1.06% 17
2023
Q2 		$5.82M Sell
40,008
-6,420
-14% -$883K 1.12% 16
2023
Q1 		$6.05M Sell
46,428
-84
-0.2% -$11.5K 1.18% 14
2022
Q4 		$6.24M Buy
46,512
+837
+2% +$106K 1.27% 12
2022
Q3 		$4.77M Buy
45,675
+2,009
+5% +$231K 1.07% 20
2022
Q2 		$4.92M Buy
43,666
+1,320
+3% +$164K 1% 22
2022
Q1 		$5.77M Buy
42,346
+666
+2% +$98.3K 0.98% 19
2021
Q4 		$6.6M Sell
41,680
-1,496
-3% -$246K 1.12% 13
2021
Q3 		$7.07M Buy
43,176
+2,198
+5% +$345K 1.22% 14
2021
Q2 		$6.37M Buy
40,978
+206
+0.5% +$32.4K 1.13% 16
2021
Q1 		$6.21M Sell
40,772
-2,608
-6% -$375K 1.19% 14
2020
Q4 		$5.51M Buy
43,380
+117
+0.3% +$13.1K 1.11% 17
2020
Q3 		$4.17M Sell
43,263
-549
-1% -$53.9K 0.92% 28
2020
Q2 		$4.12M Buy
43,812
+2,922
+7% +$277K 0.99% 26
2020
Q1 		$3.68M Buy
40,890
+8,788
+27% +$1.07M 0.98% 24
2019
Q4 		$4.47M Sell
32,102
-3,576
-10% -$459K 1.01% 21
2019
Q3 		$4.2M Sell
35,678
-289
-0.8% -$32.7K 1.04% 21
2019
Q2 		$4.02M Buy
35,967
+1,626
+5% +$179K 1.11% 21
2019
Q1 		$3.48M Sell
34,341
-358
-1% -$36.9K 0.93% 28
2018
Q4 		$3.39M Buy
34,699
+2,536
+8% +$270K 1.14% 23
2018
Q3 		$3.63M Buy
32,163
+71
+0.2% +$8.06K 1.02% 23
2018
Q2 		$3.34M Sell
32,092
-1,032
-3% -$113K 1.06% 22
2018
Q1 		$3.64M Sell
33,124
-2,107
-6% -$239K 1.13% 19
2017
Q4 		$3.77M Sell
35,231
-8,041
-19% -$814K 1.1% 22
2017
Q3 		$4.13M Sell
43,272
-1,193
-3% -$110K 1.64% 11
2017
Q2 		$4.06M Sell
44,465
-1,402
-3% -$121K 1.43% 11
2017
Q1 		$4.03M Sell
45,867
-7,880
-15% -$695K 1.44% 11
2016
Q4 		$4.64M Sell
53,747
-781
-1% -$59.6K 1.62% 9
2016
Q3 		$3.63M Buy
54,528
+4,980
+10% +$325K 1.19% 11
2016
Q2 		$3.08M Sell
49,548
-13,677
-22% -$854K 1.16% 14
2016
Q1 		$3.74M Buy
63,225
+937
+2% +$54.7K 1.2% 17
2015
Q4 		$4.11M Sell
62,288
-786
-1% -$51.2K 1.61% 13
2015
Q3 		$3.85M Buy
63,074
+769
+1% +$50.4K 1.77% 8
2015
Q2 		$4.22M Buy
62,305
+1,203
+2% +$78.5K 1.8% 10
2015
Q1 		$3.7M Buy
61,102
+1,294
+2% +$76.6K 1.76% 10
2014
Q4 		$3.74M Buy
+59,808
New +$3.6M 2.06% 10

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LVW Advisors's JPM Position: Q2 2026 in Review

LVW Advisors reduced its JPMorgan Chase (JPM) stake by 33% in Q2 2026, selling an estimated $4.81M and leaving 31,362 shares worth $10.3M. The position accounts for 0.89% of the portfolio, ranked #23.

LVW Advisors first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. The position peaked at $14.1M in Q4 2025. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LVW Advisors held 31,362 shares of JPMorgan Chase worth $10.3M as of Q2 2026.
  • LVW Advisors sold 15,490 JPMorgan Chase shares in Q2 2026, an estimated $4.81M.
  • JPMorgan Chase made up 0.89% of LVW Advisors's portfolio in Q2 2026, its #23 holding.
  • LVW Advisors first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
  • LVW Advisors's JPMorgan Chase position peaked at $14.1M in Q4 2025.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.