LECAP Asset Management’s JPMorgan Chase JPM Stock Holding History

LECAP Asset Management’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	$421K	Sell	1,272 -630	-33%	-$220K	0.2%	187
2026 Q2	$623K	Sell	1,902 -2,400	-56%	-$745K	0.27%	153
2026 Q1	$1.27M	Buy	+4,302	New	+$1.31M	0.48%	81
2025 Q2	–	Sell	-8,595	Closed	-$2.11M	–	347
2025 Q1	$2.11M	Buy	+8,595	New	+$2.19M	0.49%	76
2024 Q1	–	Sell	-1,697	Closed	-$289K	–	340
2023 Q4	$289K	Buy	+1,697	New	+$257K	0.11%	264

Other funds holding JPM

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LECAP Asset Management's JPM Position: Q3 2026 in Review

LECAP Asset Management reduced its JPMorgan Chase (JPM) stake by 33% in Q3 2026, selling an estimated $220K and leaving 1,272 shares worth $421K. The position accounts for 0.2% of the portfolio, ranked #187.

LECAP Asset Management first reported a position in JPM in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.11M in Q1 2025. 1,981 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

LECAP Asset Management held 1,272 shares of JPMorgan Chase worth $421K as of Q3 2026.
LECAP Asset Management sold 630 JPMorgan Chase shares in Q3 2026, an estimated $220K.
JPMorgan Chase made up 0.2% of LECAP Asset Management's portfolio in Q3 2026, its #187 holding.
LECAP Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 5 quarters since.
LECAP Asset Management's JPMorgan Chase position peaked at $2.11M in Q1 2025.
1,981 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on LECAP Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.