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LGT Fund Management’s JPMorgan Chase JPM Stock Holding History

LGT Fund 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
Q1 		$59M Buy
200,474
+143,478
+252% +$43.5M 2.56% 9
2025
Q4 		$18.4M Buy
56,996
+2,253
+4% +$698K 1.46% 16
2025
Q3 		$17M Buy
54,743
+28
+0.1% +$8.33K 1.38% 17
2025
Q2 		$15.9M Buy
54,715
+19,993
+58% +$5.1M 1.39% 18
2025
Q1 		$8.52M Sell
34,722
-5,445
-14% -$1.39M 0.77% 38
2024
Q4 		$9.63M Sell
40,167
-362
-0.9% -$84.3K 0.84% 29
2024
Q3 		$8.4M Sell
40,529
-1,834
-4% -$386K 0.87% 34
2024
Q2 		$8.57M Buy
42,363
+25,353
+149% +$4.96M 1.07% 26
2024
Q1 		$3.41M Buy
17,010
+140
+0.8% +$25.3K 1.42% 23
2023
Q4 		$2.87M Buy
16,870
+5,970
+55% +$905K 1.23% 29
2023
Q3 		$1.57M Buy
10,900
+650
+6% +$97.4K 0.76% 54
2023
Q2 		$1.49M Sell
10,250
-7,300
-42% -$1M 0.69% 61
2023
Q1 		$2.29M Buy
17,550
+15,000
+588% +$2.06M 0.97% 39
2022
Q4 		$342K Hold
2,550
– – 0.15% 86
2022
Q3 		$266K Sell
2,550
-100,279
-98% -$11.5M 0.12% 104
2022
Q2 		$11.6M Sell
102,829
-3,241
-3% -$402K 1.7% 10
2022
Q1 		$14.4M Buy
106,070
+43,520
+70% +$6.42M 1.91% 9
2021
Q4 		$9.9M Buy
+62,550
New +$10.3M 2.85% 5

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

LGT Fund Management's JPM Position: Q1 2026 in Review

LGT Fund Management increased its JPMorgan Chase (JPM) stake by 252% in Q1 2026, buying an estimated $43.5M and bringing the position to 200,474 shares worth $59M. The position accounts for 2.56% of the portfolio, ranked #9.

LGT Fund Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • LGT Fund Management held 200,474 shares of JPMorgan Chase worth $59M as of Q1 2026.
  • LGT Fund Management bought 143,478 JPMorgan Chase shares in Q1 2026, an estimated $43.5M.
  • JPMorgan Chase made up 2.56% of LGT Fund Management's portfolio in Q1 2026, its #9 holding.
  • LGT Fund Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on LGT Fund Management's 13F filing for Q1 2026, filed 28 Apr 2026.