Legato Capital Management’s JPMorgan Chase JPM Stock Holding History

Legato Capital 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 Q2	$3.77M	Sell	11,504 -4,061	-26%	-$1.26M	0.31%	75
2026 Q1	$4.58M	Sell	15,565 -779	-5%	-$236K	0.42%	40
2025 Q4	$5.27M	Buy	16,344 +7,000	+75%	+$2.17M	0.45%	33
2025 Q3	$2.95M	Sell	9,344 -1,641	-15%	-$488K	0.32%	73
2025 Q2	$3.18M	Hold	10,985	–	–	0.38%	57
2025 Q1	$2.69M	Hold	10,985	–	–	0.36%	65
2024 Q4	$2.63M	Hold	10,985	–	–	0.34%	54
2024 Q3	$2.32M	Sell	10,985 -3,735	-25%	-$787K	0.29%	87
2024 Q2	$2.98M	Sell	14,720 -6,745	-31%	-$1.32M	0.4%	44
2024 Q1	$4.3M	Hold	21,465	–	–	0.52%	33
2023 Q4	$3.65M	Hold	21,465	–	–	0.48%	38
2023 Q3	$3.11M	Hold	21,465	–	–	0.45%	42
2023 Q2	$3.12M	Hold	21,465	–	–	0.42%	46
2023 Q1	$2.8M	Hold	21,465	–	–	0.51%	34
2022 Q4	$2.88M	Buy	+21,465	New	+$2.72M	0.55%	33
2021 Q3	–	Sell	-13,110	Closed	-$2.04M	–	261
2021 Q2	$2.04M	Buy	+13,110	New	+$2.06M	0.29%	95

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Legato Capital Management's JPM Position: Q2 2026 in Review

Legato Capital Management reduced its JPMorgan Chase (JPM) stake by 26% in Q2 2026, selling an estimated $1.26M and leaving 11,504 shares worth $3.77M. The position accounts for 0.31% of the portfolio, ranked #75.

Legato Capital Management first reported a position in JPM in Q2 2021 and has held it in 16 quarters since. The position peaked at $5.27M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Legato Capital Management held 11,504 shares of JPMorgan Chase worth $3.77M as of Q2 2026.
Legato Capital Management sold 4,061 JPMorgan Chase shares in Q2 2026, an estimated $1.26M.
JPMorgan Chase made up 0.31% of Legato Capital Management's portfolio in Q2 2026, its #75 holding.
Legato Capital Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 16 quarters since.
Legato Capital Management's JPMorgan Chase position peaked at $5.27M in Q4 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.