Lido Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $159M | Sell |
539,119
-53,231
| -9% | -$16.2M | 0.49% | 24 |
|
|
2025
Q4 | $188M | Buy |
592,350
+3,983
| +0.7% | +$1.23M | 0.56% | 24 |
|
|
2025
Q3 | $186M | Buy |
588,367
+122,188
| +26% | +$36.3M | 0.58% | 24 |
|
|
2025
Q2 | $135M | Buy |
466,179
+44,329
| +11% | +$11.3M | 0.53% | 23 |
|
|
2025
Q1 | $103M | Buy |
421,850
+84,662
| +25% | +$21.6M | 0.47% | 30 |
|
|
2024
Q4 | $80.8M | Buy |
337,188
+64,083
| +23% | +$14.9M | 0.37% | 37 |
|
|
2024
Q3 | $57.6M | Sell |
273,105
-33,296
| -11% | -$7.01M | 0.29% | 36 |
|
|
2024
Q2 | $62M | Buy |
306,401
+69,900
| +30% | +$13.7M | 0.35% | 31 |
|
|
2024
Q1 | $47.4M | Sell |
236,501
-2,168
| -0.9% | -$391K | 0.28% | 37 |
|
|
2023
Q4 | $40.6M | Sell |
238,669
-32,790
| -12% | -$4.97M | 0.27% | 40 |
|
|
2023
Q3 | $39.4M | Buy |
271,459
+45,715
| +20% | +$6.85M | 0.3% | 35 |
|
|
2023
Q2 | $32.8M | Sell |
225,744
-6,319
| -3% | -$869K | 0.23% | 45 |
|
|
2023
Q1 | $30.2M | Buy |
232,063
+63,298
| +38% | +$8.67M | 0.29% | 43 |
|
|
2022
Q4 | $22.6M | Sell |
168,765
-72,549
| -30% | -$9.19M | 0.28% | 46 |
|
|
2022
Q3 | $25.2M | Buy |
241,314
+38,013
| +19% | +$4.36M | 0.32% | 34 |
|
|
2022
Q2 | $22.9M | Buy |
203,301
+18,309
| +10% | +$2.27M | 0.3% | 41 |
|
|
2022
Q1 | $25.2M | Buy |
184,992
+29,825
| +19% | +$4.4M | 0.28% | 36 |
|
|
2021
Q4 | $24.6M | Buy |
155,167
+10,892
| +8% | +$1.79M | 0.27% | 33 |
|
|
2021
Q3 | $23.6M | Sell |
144,275
-10,829
| -7% | -$1.7M | 0.33% | 35 |
|
|
2021
Q2 | $24.1M | Buy |
155,104
+7,726
| +5% | +$1.21M | 0.34% | 30 |
|
|
2021
Q1 | $22.4M | Buy |
147,378
+19,361
| +15% | +$2.79M | 0.39% | 27 |
|
|
2020
Q4 | $16.3M | Buy |
128,017
+29,865
| +30% | +$3.34M | 0.34% | 34 |
|
|
2020
Q3 | $9.45M | Buy |
98,152
+47,175
| +93% | +$4.63M | 0.24% | 52 |
|
|
2020
Q2 | $4.79M | Buy |
50,977
+1,281
| +3% | +$122K | 0.14% | 95 |
|
|
2020
Q1 | $4.47M | Sell |
49,696
-9,793
| -16% | -$1.19M | 0.19% | 77 |
|
|
2019
Q4 | $8.29M | Buy |
59,489
+12,740
| +27% | +$1.63M | 0.33% | 46 |
|
|
2019
Q3 | $5.5M | Buy |
46,749
+12,644
| +37% | +$1.43M | 0.28% | 53 |
|
|
2019
Q2 | $3.81M | Sell |
34,105
-17,496
| -34% | -$1.93M | 0.22% | 71 |
|
|
2019
Q1 | $5.22M | Buy |
51,601
+5,948
| +13% | +$613K | 0.34% | 44 |
|
|
2018
Q4 | $4.46M | Sell |
45,653
-739
| -2% | -$78.7K | 0.44% | 39 |
|
|
2018
Q3 | $5.23M | Buy |
46,392
+20,618
| +80% | +$2.34M | 0.51% | 33 |
|
|
2018
Q2 | $2.69M | Sell |
25,774
-3,117
| -11% | -$342K | 0.31% | 48 |
|
|
2018
Q1 | $3.18M | Buy |
28,891
+5,561
| +24% | +$630K | 0.43% | 41 |
|
|
2017
Q4 | $2.49M | Buy |
23,330
+858
| +4% | +$86.9K | 0.35% | 43 |
|
|
2017
Q3 | $2.26M | Buy |
22,472
+5,903
| +36% | +$544K | 0.36% | 42 |
|
|
2017
Q2 | $1.51M | Buy |
16,569
+821
| +5% | +$70.8K | 0.31% | 43 |
|
|
2017
Q1 | $1.37M | Buy |
15,748
+2,871
| +22% | +$253K | 0.38% | 45 |
|
|
2016
Q4 | $1.11M | Buy |
12,877
+162
| +1% | +$12.4K | 0.27% | 38 |
|
|
2016
Q3 | $847K | Buy |
12,715
+2,914
| +30% | +$190K | 0.26% | 39 |
|
|
2016
Q2 | $609K | Buy |
9,801
+2,985
| +44% | +$186K | 0.19% | 49 |
|
|
2016
Q1 | $404K | Buy |
+6,816
| New | +$398K | 0.14% | 74 |
|
Other funds holding JPM
VCM
VPM
Lido Advisors's JPM Position: Q1 2026 in Review
Lido Advisors reduced its JPMorgan Chase (JPM) stake by 9% in Q1 2026, selling an estimated $16.2M and leaving 539,119 shares worth $159M. The position accounts for 0.49% of the portfolio, ranked #24.
Lido Advisors first reported a position in JPM in Q1 2016 and has held it in 41 quarters since. The position peaked at $188M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Lido Advisors held 539,119 shares of JPMorgan Chase worth $159M as of Q1 2026.
- Lido Advisors sold 53,231 JPMorgan Chase shares in Q1 2026, an estimated $16.2M.
- JPMorgan Chase made up 0.49% of Lido Advisors's portfolio in Q1 2026, its #24 holding.
- Lido Advisors first reported a position in JPMorgan Chase in Q1 2016 and has held it in 41 quarters since.
- Lido Advisors's JPMorgan Chase position peaked at $188M in Q4 2025.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.