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 Q2	–	Sell	-2,091	Closed	-$615K	–	65
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 $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

LGL Partners's JPM Position: Q2 2026 in Review

LGL Partners sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 2,091 shares — an estimated $615K sold.

LGL Partners first reported a position in JPM in Q1 2019 and held it in 7 quarters. The position peaked at $674K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

LGL Partners reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
LGL Partners sold 2,091 JPMorgan Chase shares in Q2 2026, an estimated $615K.
LGL Partners first reported a position in JPMorgan Chase in Q1 2019 and held it in 7 quarters.
LGL Partners's JPMorgan Chase position peaked at $674K in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.