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Leonteq Securities AG’s JPMorgan Chase JPM Stock Holding History

Leonteq Securities AG’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 		– Sell
-20,000
Closed -$6.44M – 1392
2025
Q4 		$6.44M Buy
+20,000
New +$6.19M 0.2% 90
2023
Q3 		– Sell
-115,000
Closed -$16.7M – 1249
2023
Q2 		$16.7M Buy
+115,000
New +$15.8M 0.87% 29
2022
Q1 		– Sell
-12,500
Closed -$1.98M – 1297
2021
Q4 		$1.98M Buy
+12,500
New +$2.05M 0.07% 226

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

Leonteq Securities AG's JPM Position: Q1 2026 in Review

Leonteq Securities AG reduced its JPMorgan Chase (JPM) stake by 65% in Q1 2026, selling an estimated $5M and leaving 8,716 shares worth $2.56M. The position accounts for 0.09% of the portfolio, ranked #164.

Leonteq Securities AG first reported a position in JPM in Q4 2020 and has held it in 20 quarters since. The position peaked at $25.1M in Q3 2022. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Leonteq Securities AG held 8,716 shares of JPMorgan Chase worth $2.56M as of Q1 2026.
  • Leonteq Securities AG sold 16,489 JPMorgan Chase shares in Q1 2026, an estimated $5M.
  • JPMorgan Chase made up 0.09% of Leonteq Securities AG's portfolio in Q1 2026, its #164 holding.
  • Leonteq Securities AG first reported a position in JPMorgan Chase in Q4 2020 and has held it in 20 quarters since.
  • Leonteq Securities AG's JPMorgan Chase position peaked at $25.1M in Q3 2022.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Leonteq Securities AG's 13F filing for Q1 2026, filed 27 Apr 2026.