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Lebenthal Global Advisors’s JPMorgan Chase JPM Stock Holding History

Lebenthal Global Advisors’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
Q1 		$4.71M Buy
16,024
+7,081
+79% +$2.15M 0.69% 29
2025
Q4 		$2.88M Buy
8,943
+2,413
+37% +$747K 0.44% 39
2025
Q3 		$2.06M Buy
6,530
+981
+18% +$292K 0.36% 44
2025
Q2 		$1.61M Sell
5,549
-6,301
-53% -$1.61M 0.3% 52
2025
Q1 		$2.91M Sell
11,850
-226
-2% -$57.6K 0.54% 27
2024
Q4 		$2.89M Buy
12,076
+2,764
+30% +$644K 0.53% 33
2024
Q3 		$1.96M Buy
9,312
+1,081
+13% +$228K 0.4% 33
2024
Q2 		$1.66M Buy
8,231
+316
+4% +$61.8K 0.36% 35
2024
Q1 		$1.59M Buy
7,915
+596
+8% +$108K 0.35% 35
2023
Q4 		$1.24M Buy
7,319
+842
+13% +$128K 0.29% 41
2023
Q3 		$939K Buy
6,477
+443
+7% +$66.4K 0.28% 40
2023
Q2 		$878K Buy
6,034
+1,133
+23% +$156K 0.25% 38
2023
Q1 		$639K Buy
4,901
+104
+2% +$14.3K 0.2% 53
2022
Q4 		$643K Buy
4,797
+647
+16% +$82K 0.21% 49
2022
Q3 		$433K Sell
4,150
-1,440
-26% -$165K 0.2% 65
2022
Q2 		$629K Buy
5,590
+1,171
+26% +$145K 0.31% 44
2022
Q1 		$602K Sell
4,419
-1,760
-28% -$260K 0.26% 66
2021
Q4 		$978K Buy
6,179
+1,740
+39% +$286K 0.4% 28
2021
Q3 		$726K Buy
4,439
+1,559
+54% +$244K 0.46% 35
2021
Q2 		$447K Sell
2,880
-727
-20% -$114K 0.24% 84
2021
Q1 		$549K Buy
3,607
+702
+24% +$101K 0.34% 40
2020
Q4 		$369K Buy
+2,905
New +$325K 0.26% 49

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lebenthal Global Advisors's JPM Position: Q1 2026 in Review

Lebenthal Global Advisors increased its JPMorgan Chase (JPM) stake by 79% in Q1 2026, buying an estimated $2.15M and bringing the position to 16,024 shares worth $4.71M. The position accounts for 0.69% of the portfolio, ranked #29.

Lebenthal Global Advisors first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Lebenthal Global Advisors held 16,024 shares of JPMorgan Chase worth $4.71M as of Q1 2026.
  • Lebenthal Global Advisors bought 7,081 JPMorgan Chase shares in Q1 2026, an estimated $2.15M.
  • JPMorgan Chase made up 0.69% of Lebenthal Global Advisors's portfolio in Q1 2026, its #29 holding.
  • Lebenthal Global Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.