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Lyell Wealth Management’s JPMorgan Chase JPM Stock Holding History

Lyell Wealth 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
Q1 		$29.6M Sell
100,578
-239
-0.2% -$72.5K 2.17% 10
2025
Q4 		$32.5M Buy
100,817
+4,144
+4% +$1.28M 2.35% 7
2025
Q3 		$30.5M Sell
96,673
-3,597
-4% -$1.07M 2.27% 8
2025
Q2 		$29.1M Buy
100,270
+4,490
+5% +$1.15M 2.3% 7
2025
Q1 		$23.5M Buy
95,780
+5,725
+6% +$1.46M 2.2% 8
2024
Q4 		$21.6M Buy
90,055
+180
+0.2% +$41.9K 1.94% 11
2024
Q3 		$19M Buy
89,875
+1,486
+2% +$313K 1.72% 13
2024
Q2 		$17.9M Buy
88,389
+2,008
+2% +$393K 1.71% 14
2024
Q1 		$17.3M Sell
86,381
-102
-0.1% -$18.4K 1.76% 13
2023
Q4 		$14.7M Buy
86,483
+880
+1% +$133K 1.67% 15
2023
Q3 		$12.4M Sell
85,603
-1,366
-2% -$205K 1.67% 14
2023
Q2 		$12.6M Buy
86,969
+1,137
+1% +$156K 1.62% 16
2023
Q1 		$11.2M Sell
85,832
-1,946
-2% -$267K 1.57% 14
2022
Q4 		$11.8M Buy
87,778
+1,387
+2% +$176K 1.86% 11
2022
Q3 		$9.03M Buy
86,391
+1,956
+2% +$224K 1.54% 15
2022
Q2 		$9.51M Sell
84,435
-507
-0.6% -$62.8K 1.55% 16
2022
Q1 		$11.6M Sell
84,942
-655
-0.8% -$96.7K 1.49% 17
2021
Q4 		$13.6M Buy
85,597
+1,471
+2% +$242K 1.55% 20
2021
Q3 		$13.8M Buy
84,126
+356
+0.4% +$55.8K 1.67% 17
2021
Q2 		$13M Buy
83,770
+3,385
+4% +$532K 1.61% 18
2021
Q1 		$12.2M Buy
80,385
+7,326
+10% +$1.05M 1.78% 12
2020
Q4 		$9.28M Buy
73,059
+3,089
+4% +$345K 1.48% 28
2020
Q3 		$6.74M Sell
69,970
-401
-0.6% -$39.4K 1.26% 30
2020
Q2 		$6.62M Buy
70,371
+4,776
+7% +$453K 1.45% 26
2020
Q1 		$5.91M Buy
65,595
+2,042
+3% +$248K 1.77% 20
2019
Q4 		$8.86M Buy
63,553
+1,912
+3% +$245K 2.37% 6
2019
Q3 		$7.25M Buy
61,641
+1,757
+3% +$199K 2.18% 7
2019
Q2 		$6.7M Buy
59,884
+1,173
+2% +$129K 2.02% 10
2019
Q1 		$5.94M Buy
58,711
+1,625
+3% +$167K 1.98% 13
2018
Q4 		$5.57M Buy
57,086
+705
+1% +$75.1K 2.33% 6
2018
Q3 		$6.36M Sell
56,381
-262
-0.5% -$29.7K 2.14% 9
2018
Q2 		$5.9M Buy
56,643
+190
+0.3% +$20.8K 2.16% 8
2018
Q1 		$6.21M Buy
56,453
+376
+0.7% +$42.6K 2.3% 6
2017
Q4 		$6M Buy
56,077
+30
+0.1% +$3.04K 2.38% 5
2017
Q3 		$5.35M Buy
56,047
+860
+2% +$79.3K 2.31% 7
2017
Q2 		$5.04M Buy
55,187
+6,695
+14% +$578K 2.45% 5
2017
Q1 		$4.26M Buy
48,492
+2,961
+7% +$261K 2.31% 5
2016
Q4 		$3.93M Buy
+45,531
New +$3.47M 2.44% 4

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

Lyell Wealth Management's JPM Position: Q1 2026 in Review

Lyell Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.24% in Q1 2026, selling an estimated $72.5K and leaving 100,578 shares worth $29.6M. The position accounts for 2.17% of the portfolio, ranked #10.

Lyell Wealth Management first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $32.5M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Lyell Wealth Management held 100,578 shares of JPMorgan Chase worth $29.6M as of Q1 2026.
  • Lyell Wealth Management sold 239 JPMorgan Chase shares in Q1 2026, an estimated $72.5K.
  • JPMorgan Chase made up 2.17% of Lyell Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Lyell Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Lyell Wealth Management's JPMorgan Chase position peaked at $32.5M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.