JP Morgan Chase
LIEN

JP Morgan Chase’s Chicago Atlantic BDC LIEN Stock Holding History

JP Morgan Chase’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.21M Buy
+237,631
New +$2.42M ﹤0.01% 4023

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $179M AUM 8.19% 1-Year Est. Return

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

JP Morgan Chase opened a new position in Chicago Atlantic BDC (LIEN) in Q1 2026: 237,631 shares worth $2.21M. The stake represents ﹤0.01% of the portfolio and ranks #4023 among its holdings.

42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • JP Morgan Chase held 237,631 shares of Chicago Atlantic BDC worth $2.21M as of Q1 2026.
  • Chicago Atlantic BDC was a new JP Morgan Chase position in Q1 2026.
  • Chicago Atlantic BDC made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4023 holding.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

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