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LBP AM’s JPMorgan Chase JPM Stock Holding History

LBP AM’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.7M Buy
182,506
+46,637
+34% +$14.5M 0.6% 34
2026
Q1 		$40M Buy
135,869
+24,792
+22% +$7.52M 0.55% 35
2025
Q4 		$35.8M Sell
111,077
-28,643
-21% -$8.87M 0.41% 48
2025
Q3 		$44.1M Buy
139,720
+1,548
+1% +$460K 0.54% 39
2025
Q2 		$40.1M Buy
138,172
+16,869
+14% +$4.3M 0.56% 40
2025
Q1 		$29.8M Sell
121,303
-3,494
-3% -$891K 0.46% 46
2024
Q4 		$29.9M Sell
124,797
-74,713
-37% -$17.4M 0.4% 51
2024
Q3 		$42.1M Sell
199,510
-6,006
-3% -$1.27M 0.63% 37
2024
Q2 		$41.6M Sell
205,516
-13,095
-6% -$2.56M 1.71% 8
2024
Q1 		$43.8M Sell
218,611
-10,348
-5% -$1.87M 1.74% 8
2023
Q4 		$38.9M Sell
228,959
-375
-0.2% -$56.8K 0.86% 25
2023
Q3 		$33.3M Buy
229,334
+21,307
+10% +$3.19M 0.74% 33
2023
Q2 		$30.3M Buy
208,027
+38,038
+22% +$5.23M 0.72% 37
2023
Q1 		$22.2M Sell
169,989
-10,215
-6% -$1.4M 0.56% 57
2022
Q4 		$24.2M Buy
+180,204
New +$22.8M 0.69% 45

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

LBP AM's JPM Position: Q2 2026 in Review

LBP AM increased its JPMorgan Chase (JPM) stake by 34% in Q2 2026, buying an estimated $14.5M and bringing the position to 182,506 shares worth $59.7M. The position accounts for 0.6% of the portfolio, ranked #34.

LBP AM first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LBP AM held 182,506 shares of JPMorgan Chase worth $59.7M as of Q2 2026.
  • LBP AM bought 46,637 JPMorgan Chase shares in Q2 2026, an estimated $14.5M.
  • JPMorgan Chase made up 0.6% of LBP AM's portfolio in Q2 2026, its #34 holding.
  • LBP AM first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.