JP Morgan Chase
LFT

JP Morgan Chase’s Lument Finance Trust LFT Stock Holding History

JP Morgan Chase’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24K Sell
18,718
-31,978
-63% -$43.3K ﹤0.01% 6485
2025
Q4 		$71.5K Sell
50,696
-10,761
-18% -$17.2K ﹤0.01% 6076
2025
Q3 		$124K Buy
61,457
+24,226
+65% +$53.2K ﹤0.01% 5776
2025
Q2 		$82.3K Buy
37,231
+37,164
+55,469% +$93.6K ﹤0.01% 5693
2025
Q1 		$175 Sell
67
-6
-8% -$16 ﹤0.01% 6816
2024
Q4 		$188 Sell
73
-205
-74% -$525 ﹤0.01% 6922
2024
Q3 		$703 Sell
278
-2,568
-90% -$6.48K ﹤0.01% 6764
2024
Q2 		$6.83K Buy
2,846
+1,369
+93% +$3.34K ﹤0.01% 6322
2024
Q1 		$3.68K Buy
1,477
+521
+54% +$1.23K ﹤0.01% 6495
2023
Q4 		$2.23K Buy
956
+918
+2,416% +$1.91K ﹤0.01% 6707
2023
Q3 		$79 Buy
+38
New +$80 ﹤0.01% 6939
2021
Q2 		– Sell
-40
Closed – – 6482
2021
Q1 		$0 Buy
+40
New +$133 ﹤0.01% 6214
2020
Q4 		– Sell
-14
Closed – – 5788
2020
Q3 		$0 Buy
14
+1
+8% +$2 ﹤0.01% 5632
2020
Q2 		$0 Buy
+13
New +$28 ﹤0.01% 5548
2018
Q4 		– Sell
-26,240
Closed -$98K – 5809
2018
Q3 		$98K Buy
+26,240
New +$92K ﹤0.01% 4961

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase reduced its Lument Finance Trust (LFT) stake by 63% in Q1 2026, selling an estimated $43.3K and leaving 18,718 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #6485.

JP Morgan Chase first reported a position in LFT in Q3 2018 and has held it in 15 quarters since. The position peaked at $124K in Q3 2025. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • JP Morgan Chase held 18,718 shares of Lument Finance Trust worth $24K as of Q1 2026.
  • JP Morgan Chase sold 31,978 Lument Finance Trust shares in Q1 2026, an estimated $43.3K.
  • Lument Finance Trust made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6485 holding.
  • JP Morgan Chase first reported a position in Lument Finance Trust in Q3 2018 and has held it in 15 quarters since.
  • JP Morgan Chase's Lument Finance Trust position peaked at $124K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

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