JP Morgan Chase
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JP Morgan Chase’s loanDepot LDI Stock Holding History

JP Morgan Chase’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.1K Buy
40,808
+5,155
+14% +$10.6K ﹤0.01% 6157
2025
Q4 		$73.8K Buy
35,653
+2,195
+7% +$6.09K ﹤0.01% 6058
2025
Q3 		$103K Sell
33,458
-86,565
-72% -$200K ﹤0.01% 5886
2025
Q2 		$152K Sell
120,023
-154,303
-56% -$189K ﹤0.01% 5386
2025
Q1 		$326K Sell
274,326
-31,895
-10% -$51.7K ﹤0.01% 5024
2024
Q4 		$625K Buy
306,221
+126,615
+70% +$282K ﹤0.01% 4919
2024
Q3 		$490K Sell
179,606
-5,225
-3% -$12.3K ﹤0.01% 4904
2024
Q2 		$305K Sell
184,831
-40,916
-18% -$87.3K ﹤0.01% 4932
2024
Q1 		$585K Buy
+225,747
New +$606K ﹤0.01% 4697
2022
Q1 		– Sell
-203
Closed -$1K – 6827
2021
Q4 		$1K Buy
203
+153
+306% +$896 ﹤0.01% 6560
2021
Q3 		$0 Buy
50
+30
+150% +$280 ﹤0.01% 6652
2021
Q2 		$0 Hold
20
– – ﹤0.01% 6481
2021
Q1 		$0 Buy
+20
New +$426 ﹤0.01% 6213

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase's LDI Position: Q1 2026 in Review

JP Morgan Chase increased its loanDepot (LDI) stake by 14% in Q1 2026, buying an estimated $10.6K and bringing the position to 40,808 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6157.

JP Morgan Chase first reported a position in LDI in Q1 2021 and has held it in 13 quarters since. The position peaked at $625K in Q4 2024. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • JP Morgan Chase held 40,808 shares of loanDepot worth $55.1K as of Q1 2026.
  • JP Morgan Chase bought 5,155 loanDepot shares in Q1 2026, an estimated $10.6K.
  • loanDepot made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6157 holding.
  • JP Morgan Chase first reported a position in loanDepot in Q1 2021 and has held it in 13 quarters since.
  • JP Morgan Chase's loanDepot position peaked at $625K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.