Lebenthal Global Advisors
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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
Q3 		$5.2M Sell
15,713
-475
-3% -$166K 0.7% 35
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% +$14.2K 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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lebenthal Global Advisors's JPM Position: Q3 2026 in Review

Lebenthal Global Advisors reduced its JPMorgan Chase (JPM) stake by 2.9% in Q3 2026, selling an estimated $166K and leaving 15,713 shares worth $5.2M. The position accounts for 0.7% of the portfolio, ranked #35.

Lebenthal Global Advisors first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.3M in Q2 2026. 4,506 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Lebenthal Global Advisors held 15,713 shares of JPMorgan Chase worth $5.2M as of Q3 2026.
  • Lebenthal Global Advisors sold 475 JPMorgan Chase shares in Q3 2026, an estimated $166K.
  • JPMorgan Chase made up 0.7% of Lebenthal Global Advisors's portfolio in Q3 2026, its #35 holding.
  • Lebenthal Global Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • Lebenthal Global Advisors's JPMorgan Chase position peaked at $5.3M in Q2 2026.
  • 4,506 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.