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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lido Advisors's JPM Position: Q2 2026 in Review

Lido Advisors increased its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, buying an estimated $5.74M and bringing the position to 557,608 shares worth $183M. The position accounts for 0.5% of the portfolio, ranked #26.

Lido Advisors first reported a position in JPM in Q1 2016 and has held it in 42 quarters since. The position peaked at $188M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lido Advisors held 557,608 shares of JPMorgan Chase worth $183M as of Q2 2026.
Lido Advisors bought 18,489 JPMorgan Chase shares in Q2 2026, an estimated $5.74M.
JPMorgan Chase made up 0.5% of Lido Advisors's portfolio in Q2 2026, its #26 holding.
Lido Advisors first reported a position in JPMorgan Chase in Q1 2016 and has held it in 42 quarters since.
Lido Advisors's JPMorgan Chase position peaked at $188M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.