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White Lighthouse Investment Management’s JPMorgan Chase JPM Stock Holding History

White Lighthouse Investment 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
Q2 		$716K Sell
2,187
-520
-19% -$161K 0.09% 92
2026
Q1 		$796K Sell
2,707
-966
-26% -$293K 0.11% 87
2025
Q4 		$1.18M Buy
3,673
+1,977
+117% +$612K 0.17% 72
2025
Q3 		$535K Sell
1,696
-215
-11% -$63.9K 0.08% 94
2025
Q2 		$554K Sell
1,911
-49
-3% -$12.5K 0.09% 91
2025
Q1 		$481K Buy
1,960
+138
+8% +$35.2K 0.09% 89
2024
Q4 		$437K Buy
1,822
+27
+2% +$6.29K 0.08% 96
2024
Q3 		$378K Buy
1,795
+8
+0.4% +$1.69K 0.07% 102
2024
Q2 		$361K Buy
1,787
+409
+30% +$80K 0.07% 100
2024
Q1 		$276K Hold
1,378
– – 0.06% 108
2023
Q4 		$234K Buy
+1,378
New +$209K 0.05% 112
2021
Q4 		– Sell
-1,227
Closed -$201K – 116
2021
Q3 		$201K Sell
1,227
-100
-8% -$15.7K 0.05% 112
2021
Q2 		$206K Sell
1,327
-15
-1% -$2.36K 0.06% 113
2021
Q1 		$204K Buy
+1,342
New +$193K 0.06% 114
2020
Q1 		– Sell
-1,709
Closed -$238K – 120
2019
Q4 		$238K Buy
+1,709
New +$219K 0.09% 121

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

White Lighthouse Investment Management's JPM Position: Q2 2026 in Review

White Lighthouse Investment Management reduced its JPMorgan Chase (JPM) stake by 19% in Q2 2026, selling an estimated $161K and leaving 2,187 shares worth $716K. The position accounts for 0.09% of the portfolio, ranked #92.

White Lighthouse Investment Management first reported a position in JPM in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • White Lighthouse Investment Management held 2,187 shares of JPMorgan Chase worth $716K as of Q2 2026.
  • White Lighthouse Investment Management sold 520 JPMorgan Chase shares in Q2 2026, an estimated $161K.
  • JPMorgan Chase made up 0.09% of White Lighthouse Investment Management's portfolio in Q2 2026, its #92 holding.
  • White Lighthouse Investment Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 15 quarters since.
  • White Lighthouse Investment Management's JPMorgan Chase position peaked at $1.18M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.