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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
Q2 		$5.3M Buy
16,188
+164
+1% +$50.9K 0.71% 37
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lebenthal Global Advisors's JPM Position: Q2 2026 in Review

Lebenthal Global Advisors increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $50.9K and bringing the position to 16,188 shares worth $5.3M. The position accounts for 0.71% of the portfolio, ranked #37.

Lebenthal Global Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lebenthal Global Advisors held 16,188 shares of JPMorgan Chase worth $5.3M as of Q2 2026.
  • Lebenthal Global Advisors bought 164 JPMorgan Chase shares in Q2 2026, an estimated $50.9K.
  • JPMorgan Chase made up 0.71% of Lebenthal Global Advisors's portfolio in Q2 2026, its #37 holding.
  • Lebenthal Global Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.