LGF
JPM icon

LGT Group Foundation’s JPMorgan Chase JPM Stock Holding History

LGT Group Foundation’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 		$297M Sell
907,653
-7,607
-0.8% -$2.36M 3.36% 8
2026
Q1 		$269M Buy
915,260
+66,131
+8% +$20.1M 3.29% 8
2025
Q4 		$275M Buy
849,129
+24,850
+3% +$7.69M 2.99% 9
2025
Q3 		$256M Buy
824,279
+48,978
+6% +$14.6M 2.93% 9
2025
Q2 		$225M Buy
775,301
+28,961
+4% +$7.39M 2.82% 9
2025
Q1 		$183M Buy
746,340
+220,539
+42% +$56.2M 2.52% 10
2024
Q4 		$126M Buy
525,801
+14,300
+3% +$3.33M 1.95% 11
2024
Q3 		$106M Buy
511,501
+5,356
+1% +$1.13M 1.74% 13
2024
Q2 		$102M Sell
506,145
-15,764
-3% -$3.08M 1.62% 12
2024
Q1 		$105M Sell
521,909
-136,685
-21% -$24.7M 2.47% 9
2023
Q4 		$112M Buy
658,594
+22,372
+4% +$3.39M 2.48% 8
2023
Q3 		$91.5M Sell
636,222
-13,659
-2% -$2.05M 2.26% 9
2023
Q2 		$94.5M Sell
649,881
-99,013
-13% -$13.6M 2.29% 8
2023
Q1 		$97.6M Sell
748,894
-26,399
-3% -$3.62M 2.8% 5
2022
Q4 		$104M Buy
775,293
+108,354
+16% +$13.7M 3.25% 3
2022
Q3 		$69.7M Sell
666,939
-90,710
-12% -$10.4M 2.71% 6
2022
Q2 		$85.3M Sell
757,649
-12,450
-2% -$1.54M 2.6% 7
2022
Q1 		$104M Buy
770,099
+53,992
+8% +$7.97M 2.43% 8
2021
Q4 		$113M Buy
+716,107
New +$118M 2.92% 5

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LGT Group Foundation's JPM Position: Q2 2026 in Review

LGT Group Foundation reduced its JPMorgan Chase (JPM) stake by 0.83% in Q2 2026, selling an estimated $2.36M and leaving 907,653 shares worth $297M. The position accounts for 3.36% of the portfolio, ranked #8.

LGT Group Foundation first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LGT Group Foundation held 907,653 shares of JPMorgan Chase worth $297M as of Q2 2026.
  • LGT Group Foundation sold 7,607 JPMorgan Chase shares in Q2 2026, an estimated $2.36M.
  • JPMorgan Chase made up 3.36% of LGT Group Foundation's portfolio in Q2 2026, its #8 holding.
  • LGT Group Foundation first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.