Lido Advisors
JPM icon

Lido Advisors’s JPMorgan Chase JPM Stock Holding History

Lido Advisors’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
2025
Q3 		– Sell
-600
Closed -$174K – 1869
2025
Q2 		$174K Hold
600
– – ﹤0.01% 1539
2025
Q1 		$147K Hold
600
– – ﹤0.01% 1419
2024
Q4 		$144K Buy
+600
New +$140K ﹤0.01% 1413
2024
Q3 		– Sell
-200
Closed -$40.5K – 1515
2024
Q2 		$40.5K Buy
200
+100
+100% +$19.6K ﹤0.01% 1384
2024
Q1 		$20K Buy
+100
New +$18K ﹤0.01% 1369
2021
Q3 		– Sell
-1,800
Closed -$279K – 991
2021
Q2 		$279K Buy
1,800
+300
+20% +$47.1K ﹤0.01% 746
2021
Q1 		$228K Buy
+1,500
New +$216K ﹤0.01% 763

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

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. 5,053 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.
  • 5,053 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.