LCS
JPM icon

Levin Capital Strategies’s JPMorgan Chase JPM Stock Holding History

Levin Capital Strategies’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
2024
Q1 		– Sell
-7,500
Closed -$1.28M – 262
2023
Q4 		$1.28M Buy
+7,500
New +$1.14M 0.14% 80

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Levin Capital Strategies's JPM Position: Q2 2026 in Review

Levin Capital Strategies reduced its JPMorgan Chase (JPM) stake by 0.86% in Q2 2026, selling an estimated $474K and leaving 175,800 shares worth $57.5M. The position accounts for 3.86% of the portfolio, ranked #4.

Levin Capital Strategies first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $228M in Q4 2014. 3,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Levin Capital Strategies held 175,800 shares of JPMorgan Chase worth $57.5M as of Q2 2026.
  • Levin Capital Strategies sold 1,527 JPMorgan Chase shares in Q2 2026, an estimated $474K.
  • JPMorgan Chase made up 3.86% of Levin Capital Strategies's portfolio in Q2 2026, its #4 holding.
  • Levin Capital Strategies first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Levin Capital Strategies's JPMorgan Chase position peaked at $228M in Q4 2014.
  • 3,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.