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
Q2 		– Sell
-237,631
Closed -$2.21M – 8178
2026
Q1 		$2.21M Buy
+237,631
New +$2.42M ﹤0.01% 4023

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return

JP Morgan Chase's LIEN Position: Q2 2026 in Review

JP Morgan Chase sold out of Chicago Atlantic BDC (LIEN) in Q2 2026, closing a stake of 237,631 shares — an estimated $2.21M sold.

JP Morgan Chase first reported a position in LIEN in Q1 2026 and held it in 1 quarter. The position peaked at $2.21M in Q1 2026. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • JP Morgan Chase reported no remaining Chicago Atlantic BDC position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 237,631 Chicago Atlantic BDC shares in Q2 2026, an estimated $2.21M.
  • JP Morgan Chase first reported a position in Chicago Atlantic BDC in Q1 2026 and held it in 1 quarter.
  • JP Morgan Chase's Chicago Atlantic BDC position peaked at $2.21M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.