JP Morgan Chase’s LMP Capital and Income Fund SCD Stock Holding History

JP Morgan Chase’s Portfolio SCD Stock Details SCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$707	Hold	45	–	–	﹤0.01%	7373
2026 Q1	$659	Hold	45	–	–	﹤0.01%	7159
2025 Q4	$666	Hold	45	–	–	﹤0.01%	7061
2025 Q3	$699	Hold	45	–	–	﹤0.01%	7025
2025 Q2	$702	Sell	45 -74	-62%	-$1.14K	﹤0.01%	6659
2025 Q1	$1.9K	Buy	+119	New	+$1.99K	﹤0.01%	6549
2024 Q1	–	Sell	-10,977	Closed	-$154K	–	7829
2023 Q4	$154K	Buy	+10,977	New	+$139K	﹤0.01%	5526
2023 Q2	–	Sell	-809	Closed	-$10K	–	7285
2023 Q1	$10K	Buy	+809	New	+$9.94K	﹤0.01%	6120
2021 Q3	–	Sell	-200	Closed	-$3K	–	6752
2021 Q2	$3K	Buy	+200	New	+$2.75K	﹤0.01%	6183

Other funds holding SCD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

JP Morgan Chase held its LMP Capital and Income Fund (SCD) position steady in Q2 2026 at 45 shares worth $707. The position accounts for ﹤0.01% of the portfolio, ranked #7373.

JP Morgan Chase first reported a position in SCD in Q2 2021 and has held it in 9 quarters since. The position peaked at $154K in Q4 2023. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

JP Morgan Chase held 45 shares of LMP Capital and Income Fund worth $707 as of Q2 2026.
JP Morgan Chase left its LMP Capital and Income Fund share count unchanged in Q2 2026.
LMP Capital and Income Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7373 holding.
JP Morgan Chase first reported a position in LMP Capital and Income Fund in Q2 2021 and has held it in 9 quarters since.
JP Morgan Chase's LMP Capital and Income Fund position peaked at $154K in Q4 2023.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

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