LWM Advisory Services’s JPMorgan Chase JPM Stock Holding History

LWM Advisory 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	$1.02M	Sell	3,119 -873	-22%	-$271K	1.82%	15
2026 Q1	$1.18M	Sell	3,992 -345	-8%	-$105K	1.26%	16
2025 Q4	$1.4M	Sell	4,337 -1,068	-20%	-$331K	0.82%	26
2025 Q3	$1.7M	Buy	5,405 +136	+3%	+$40.4K	0.99%	21
2025 Q2	$1.53M	Sell	5,269 -205	-4%	-$52.3K	1.05%	20
2025 Q1	$1.34M	Buy	5,474 +16	+0.3%	+$4.08K	0.93%	23
2024 Q4	$1.31M	Sell	5,458 -40	-0.7%	-$9.32K	0.91%	25
2024 Q3	$1.16M	Buy	5,498 +1,062	+24%	+$224K	0.86%	25
2024 Q2	$897K	Sell	4,436 -955	-18%	-$187K	0.75%	29
2024 Q1	$1.08M	Sell	5,391 -79	-1%	-$14.3K	0.87%	26
2023 Q4	$930K	Sell	5,470 -973	-15%	-$147K	0.82%	26
2023 Q3	$933K	Buy	6,443 +56	+0.9%	+$8.39K	1%	21
2023 Q2	$928K	Buy	6,387 +73	+1%	+$10K	0.98%	19
2023 Q1	$821K	Buy	6,314 +77	+1%	+$10.6K	0.88%	21
2022 Q4	$837K	Sell	6,237 -3,567	-36%	-$452K	0.93%	22
2022 Q3	$1.05M	Buy	9,804 +675	+7%	+$77.5K	1.19%	18
2022 Q2	$1.03M	Buy	9,129 +3,308	+57%	+$410K	1.23%	16
2022 Q1	$791K	Sell	5,821 -352	-6%	-$52K	0.98%	24
2021 Q4	$978K	Buy	+6,173	New	+$1.01M	1.21%	18

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

LWM Advisory Services's JPM Position: Q2 2026 in Review

LWM Advisory Services reduced its JPMorgan Chase (JPM) stake by 22% in Q2 2026, selling an estimated $271K and leaving 3,119 shares worth $1.02M. The position accounts for 1.82% of the portfolio, ranked #15.

LWM Advisory Services first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

LWM Advisory Services held 3,119 shares of JPMorgan Chase worth $1.02M as of Q2 2026.
LWM Advisory Services sold 873 JPMorgan Chase shares in Q2 2026, an estimated $271K.
JPMorgan Chase made up 1.82% of LWM Advisory Services's portfolio in Q2 2026, its #15 holding.
LWM Advisory Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
LWM Advisory Services's JPMorgan Chase position peaked at $1.7M in Q3 2025.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.