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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase increased its Lloyds Banking Group (LYG) stake by 1,430% in Q1 2026, buying an estimated $128M and bringing the position to 24,906,667 shares worth $120M. The position accounts for 0.01% of the portfolio, ranked #908.

JP Morgan Chase first reported a position in LYG in Q2 2013 and has held it in 52 quarters since. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • JP Morgan Chase held 24,906,667 shares of Lloyds Banking Group worth $120M as of Q1 2026.
  • JP Morgan Chase bought 23,279,135 Lloyds Banking Group shares in Q1 2026, an estimated $128M.
  • Lloyds Banking Group made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #908 holding.
  • JP Morgan Chase first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 52 quarters since.
  • 567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

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