LGL Partners’s JPMorgan Chase JPM Stock Holding History

LGL Partners’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	$615K	Hold	2,091	–	–	0.25%	31
2025 Q4	$674K	Buy	+2,091	New	+$647K	0.29%	29
2022 Q1	–	Sell	-3,197	Closed	-$506K	–	108
2021 Q4	$506K	Buy	+3,197	New	+$525K	0.06%	64
2020 Q1	–	Sell	-2,734	Closed	-$381K	–	93
2019 Q4	$381K	Hold	2,734	–	–	0.13%	66
2019 Q3	$322K	Hold	2,734	–	–	0.13%	75
2019 Q2	$306K	Sell	2,734 -388	-12%	-$42.8K	0.12%	83
2019 Q1	$316K	Buy	+3,122	New	+$322K	0.12%	80

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LGL Partners's JPM Position: Q1 2026 in Review

LGL Partners held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,091 shares worth $615K. The position accounts for 0.25% of the portfolio, ranked #31.

LGL Partners first reported a position in JPM in Q1 2019 and has held it in 7 quarters since. The position peaked at $674K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

LGL Partners held 2,091 shares of JPMorgan Chase worth $615K as of Q1 2026.
LGL Partners left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.25% of LGL Partners's portfolio in Q1 2026, its #31 holding.
LGL Partners first reported a position in JPMorgan Chase in Q1 2019 and has held it in 7 quarters since.
LGL Partners's JPMorgan Chase position peaked at $674K in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on LGL Partners's 13F filing for Q1 2026, filed 14 May 2026.