LGF
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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
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 $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 Group Foundation's JPM Position: Q1 2026 in Review

LGT Group Foundation increased its JPMorgan Chase (JPM) stake by 7.8% in Q1 2026, buying an estimated $20.1M and bringing the position to 915,260 shares worth $269M. The position accounts for 3.29% of the portfolio, ranked #8.

LGT Group Foundation first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $275M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • LGT Group Foundation held 915,260 shares of JPMorgan Chase worth $269M as of Q1 2026.
  • LGT Group Foundation bought 66,131 JPMorgan Chase shares in Q1 2026, an estimated $20.1M.
  • JPMorgan Chase made up 3.29% of LGT Group Foundation's portfolio in Q1 2026, its #8 holding.
  • LGT Group Foundation first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's JPMorgan Chase position peaked at $275M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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