LSWP
JPM icon

Liberty Square Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Liberty Square Wealth 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 		$331K Sell
1,124
-179
-14% -$54.3K 0.09% 103
2025
Q4 		$420K Hold
1,303
– – 0.12% 84
2025
Q3 		$411K Buy
1,303
+128
+11% +$38.1K 0.13% 91
2025
Q2 		$341K Hold
1,175
– – 0.12% 103
2025
Q1 		$288K Hold
1,175
– – 0.11% 113
2024
Q4 		$325K Buy
+1,175
New +$274K 0.12% 110

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

Liberty Square Wealth Partners's JPM Position: Q1 2026 in Review

Liberty Square Wealth Partners reduced its JPMorgan Chase (JPM) stake by 14% in Q1 2026, selling an estimated $54.3K and leaving 1,124 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #103.

Liberty Square Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $420K in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Liberty Square Wealth Partners held 1,124 shares of JPMorgan Chase worth $331K as of Q1 2026.
  • Liberty Square Wealth Partners sold 179 JPMorgan Chase shares in Q1 2026, an estimated $54.3K.
  • JPMorgan Chase made up 0.09% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #103 holding.
  • Liberty Square Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Liberty Square Wealth Partners's JPMorgan Chase position peaked at $420K in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.