JP Morgan Chase
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JP Morgan Chase’s Lloyds Banking Group LYG Stock Holding History

JP Morgan Chase’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-252,400
Closed -$1.22M – 7939
2026
Q1 		$1.22M Hold
252,400
– – ﹤0.01% 4472
2025
Q4 		$1.34M Buy
+252,400
New +$1.22M ﹤0.01% 4408

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

JP Morgan Chase increased its Lloyds Banking Group (LYG) stake by 28% in Q2 2026, buying an estimated $37.2M and bringing the position to 31,757,731 shares worth $183M. The position accounts for 0.01% of the portfolio, ranked #788.

JP Morgan Chase first reported a position in LYG in Q2 2013 and has held it in 53 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • JP Morgan Chase held 31,757,731 shares of Lloyds Banking Group worth $183M as of Q2 2026.
  • JP Morgan Chase bought 6,851,064 Lloyds Banking Group shares in Q2 2026, an estimated $37.2M.
  • Lloyds Banking Group made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #788 holding.
  • JP Morgan Chase first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 53 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

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