JP Morgan Chase
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JP Morgan Chase’s Liberty All-Star Equity Fund USA Stock Holding History

JP Morgan Chase’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$65 Sell
11
-135,693
-100% -$783K ﹤0.01% 7568
2026
Q1 		$734K Buy
135,704
+135,684
+678,420% +$811K ﹤0.01% 4777
2025
Q4 		$127 Sell
20
-91
-82% -$567 ﹤0.01% 7191
2025
Q3 		$705 Buy
+111
New +$733 ﹤0.01% 7024
2025
Q2 		– Sell
-286
Closed -$1.86K – 7024
2025
Q1 		$1.87K Buy
+286
New +$1.98K ﹤0.01% 6551
2024
Q2 		– Sell
-1,000
Closed -$7.15K – 7761
2024
Q1 		$7.15K Buy
1,000
+505
+102% +$3.38K ﹤0.01% 6389
2023
Q4 		$3.16K Sell
495
-81,114
-99% -$493K ﹤0.01% 6642
2023
Q3 		$483K Buy
81,609
+20,397
+33% +$130K ﹤0.01% 4501
2023
Q2 		$396K Buy
+61,212
New +$374K ﹤0.01% 4633
2020
Q4 		– Sell
-2
Closed – – 5942
2020
Q3 		$0 Buy
+2
New +$12 ﹤0.01% 5798
2018
Q4 		– Sell
-500
Closed -$3K – 5958
2018
Q3 		$3K Buy
+500
New +$3.32K ﹤0.01% 5591
2016
Q2 		– Sell
-6,500
Closed -$32K – 4965
2016
Q1 		$32K Buy
+6,500
New +$30.7K ﹤0.01% 3998
2015
Q3 		– Sell
-142,020
Closed -$817K – 4089
2015
Q2 		$817K Buy
142,020
+3,308
+2% +$19.5K ﹤0.01% 3375
2015
Q1 		$810K Buy
138,712
+4,903
+4% +$28.5K ﹤0.01% 3313
2014
Q4 		$800K Sell
133,809
-35,204
-21% -$205K ﹤0.01% 3467
2014
Q3 		$985K Buy
+169,013
New +$1M ﹤0.01% 3340

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

JP Morgan Chase reduced its Liberty All-Star Equity Fund (USA) stake by 100% in Q2 2026, selling an estimated $783K and leaving 11 shares worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #7568.

JP Morgan Chase first reported a position in USA in Q3 2014 and has held it in 16 quarters since. The position peaked at $985K in Q3 2014. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • JP Morgan Chase held 11 shares of Liberty All-Star Equity Fund worth $65 as of Q2 2026.
  • JP Morgan Chase sold 135,693 Liberty All-Star Equity Fund shares in Q2 2026, an estimated $783K.
  • Liberty All-Star Equity Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7568 holding.
  • JP Morgan Chase first reported a position in Liberty All-Star Equity Fund in Q3 2014 and has held it in 16 quarters since.
  • JP Morgan Chase's Liberty All-Star Equity Fund position peaked at $985K in Q3 2014.
  • 228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

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