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Lynch & Associates’s JPMorgan Chase JPM Stock Holding History

Lynch & Associates’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 		$17.2M Sell
52,403
-47
-0.1% -$14.6K 3% 7
2026
Q1 		$15.4M Sell
52,450
-182
-0.3% -$55.2K 2.9% 7
2025
Q4 		$17M Sell
52,632
-1,208
-2% -$374K 3.21% 6
2025
Q3 		$17M Sell
53,840
-1,139
-2% -$339K 3.28% 5
2025
Q2 		$15.9M Sell
54,979
-1,153
-2% -$294K 3.21% 5
2025
Q1 		$13.8M Sell
56,132
-1,142
-2% -$291K 2.98% 9
2024
Q4 		$13.7M Sell
57,274
-696
-1% -$162K 2.98% 6
2024
Q3 		$12.2M Sell
57,970
-140
-0.2% -$29.5K 2.58% 9
2024
Q2 		$11.8M Buy
58,110
+2,206
+4% +$431K 2.65% 9
2024
Q1 		$11.2M Sell
55,904
-4,177
-7% -$754K 2.59% 10
2023
Q4 		$10.2M Sell
60,081
-790
-1% -$120K 2.48% 10
2023
Q3 		$8.83M Buy
60,871
+818
+1% +$123K 2.33% 12
2023
Q2 		$8.73M Buy
60,053
+244
+0.4% +$33.6K 2.24% 13
2023
Q1 		$7.79M Buy
59,809
+845
+1% +$116K 2.04% 16
2022
Q4 		$7.91M Buy
58,964
+576
+1% +$73K 2.07% 16
2022
Q3 		$6.1M Buy
58,388
+1,954
+3% +$224K 1.79% 19
2022
Q2 		$6.36M Buy
56,434
+1,087
+2% +$135K 1.73% 22
2022
Q1 		$7.54M Buy
55,347
+1,635
+3% +$241K 1.83% 19
2021
Q4 		$8.51M Buy
53,712
+2,171
+4% +$357K 2.01% 14
2021
Q3 		$8.44M Buy
51,541
+701
+1% +$110K 2.19% 11
2021
Q2 		$7.91M Buy
50,840
+2,609
+5% +$410K 2.03% 14
2021
Q1 		$7.34M Buy
48,231
+2,217
+5% +$319K 1.98% 16
2020
Q4 		$5.85M Buy
46,014
+394
+0.9% +$44K 1.59% 19
2020
Q3 		$4.39M Sell
45,620
-130
-0.3% -$12.8K 1.32% 24
2020
Q2 		$4.3M Buy
45,750
+2,850
+7% +$270K 1.39% 23
2020
Q1 		$3.86M Buy
42,900
+3,932
+10% +$478K 1.42% 24
2019
Q4 		$5.43M Buy
38,968
+651
+2% +$83.5K 1.56% 26
2019
Q3 		$4.51M Buy
38,317
+1,266
+3% +$143K 1.38% 28
2019
Q2 		$4.14M Buy
37,051
+9,378
+34% +$1.03M 1.35% 30
2019
Q1 		$2.8M Buy
27,673
+1,335
+5% +$138K 0.93% 38
2018
Q4 		$2.57M Buy
26,338
+25
+0.1% +$2.66K 0.96% 38
2018
Q3 		$2.97M Buy
26,313
+240
+0.9% +$27.2K 1% 36
2018
Q2 		$2.72M Buy
26,073
+4,051
+18% +$444K 0.98% 36
2018
Q1 		$2.42M Buy
22,022
+50
+0.2% +$5.66K 0.93% 38
2017
Q4 		$2.35M Buy
21,972
+925
+4% +$93.7K 0.88% 41
2017
Q3 		$2.01M Buy
21,047
+3,875
+23% +$357K 0.8% 44
2017
Q2 		$1.57M Buy
17,172
+9,188
+115% +$793K 0.62% 50
2017
Q1 		$701K Buy
7,984
+3,275
+70% +$289K 0.29% 64
2016
Q4 		$406K Buy
+4,709
New +$359K 0.17% 80

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Lynch & Associates's JPM Position: Q2 2026 in Review

Lynch & Associates reduced its JPMorgan Chase (JPM) stake by 0.09% in Q2 2026, selling an estimated $14.6K and leaving 52,403 shares worth $17.2M. The position accounts for 3% of the portfolio, ranked #7.

Lynch & Associates first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lynch & Associates held 52,403 shares of JPMorgan Chase worth $17.2M as of Q2 2026.
  • Lynch & Associates sold 47 JPMorgan Chase shares in Q2 2026, an estimated $14.6K.
  • JPMorgan Chase made up 3% of Lynch & Associates's portfolio in Q2 2026, its #7 holding.
  • Lynch & Associates first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.