Lynx Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Lynx Investment Advisory’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	$1.64M	Buy	5,005 +2,121	+74%	+$659K	0.54%	50
2026 Q1	$848K	Buy	2,884 +148	+5%	+$44.9K	0.41%	57
2025 Q4	$882K	Buy	2,736 +28	+1%	+$8.67K	0.48%	46
2025 Q3	$854K	Sell	2,708 -2	-0.1%	-$595	0.51%	51
2025 Q2	$786K	Buy	2,710 +3	+0.1%	+$766	0.51%	53
2025 Q1	$664K	Buy	2,707 +61	+2%	+$15.6K	0.44%	52
2024 Q4	$634K	Buy	2,646 +130	+5%	+$30.3K	0.43%	52
2024 Q3	$530K	Buy	2,516 +20	+0.8%	+$4.21K	0.38%	62
2024 Q2	$505K	Buy	+2,496	New	+$488K	0.37%	54

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Lynx Investment Advisory's JPM Position: Q2 2026 in Review

Lynx Investment Advisory increased its JPMorgan Chase (JPM) stake by 74% in Q2 2026, buying an estimated $659K and bringing the position to 5,005 shares worth $1.64M. The position accounts for 0.54% of the portfolio, ranked #50.

Lynx Investment Advisory first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lynx Investment Advisory held 5,005 shares of JPMorgan Chase worth $1.64M as of Q2 2026.
Lynx Investment Advisory bought 2,121 JPMorgan Chase shares in Q2 2026, an estimated $659K.
JPMorgan Chase made up 0.54% of Lynx Investment Advisory's portfolio in Q2 2026, its #50 holding.
Lynx Investment Advisory first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.