Lido Advisors
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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
2026
Q1 		$3.94M Buy
13,400
+200
+2% +$60.7K 0.01% 509
2025
Q4 		$4.25M Hold
13,200
– – 0.01% 504
2025
Q3 		$4.16M Buy
13,200
+1,300
+11% +$387K 0.01% 484
2025
Q2 		$3.45M Buy
11,900
+8,300
+231% +$2.12M 0.01% 455
2025
Q1 		$883K Buy
3,600
+400
+13% +$102K ﹤0.01% 824
2024
Q4 		$767K Sell
3,200
-1,000
-24% -$233K ﹤0.01% 860
2024
Q3 		$886K Sell
4,200
-1,400
-25% -$295K ﹤0.01% 758
2024
Q2 		$1.13M Buy
5,600
+500
+10% +$97.8K 0.01% 613
2024
Q1 		$1.02M Buy
5,100
+700
+16% +$126K 0.01% 643
2023
Q4 		$748K Sell
4,400
-700
-14% -$106K 0.01% 718
2023
Q3 		$740K Buy
5,100
+400
+9% +$60K 0.01% 629
2023
Q2 		$684K Sell
4,700
-2,200
-32% -$303K ﹤0.01% 642
2023
Q1 		$899K Buy
6,900
+600
+10% +$82.2K 0.01% 506
2022
Q4 		$845K Hold
6,300
– – 0.01% 449
2022
Q3 		$658K Buy
6,300
+700
+13% +$80.3K 0.01% 475
2022
Q2 		$630K Buy
5,600
+2,200
+65% +$273K 0.01% 470
2022
Q1 		$463K Hold
3,400
– – 0.01% 624
2021
Q4 		$538K Hold
3,400
– – 0.01% 590
2021
Q3 		$556K Sell
3,400
-400
-11% -$62.7K 0.01% 551
2021
Q2 		$591K Sell
3,800
-700
-16% -$110K 0.01% 499
2021
Q1 		$685K Buy
4,500
+700
+18% +$101K 0.01% 426
2020
Q4 		$482K Sell
3,800
-500
-12% -$55.9K 0.01% 484
2020
Q3 		$413K Hold
4,300
– – 0.01% 414
2020
Q2 		$404K Hold
4,300
– – 0.01% 383
2020
Q1 		$387K Hold
4,300
– – 0.02% 378
2019
Q4 		$599K Buy
4,300
+1,000
+30% +$128K 0.02% 344
2019
Q3 		$388K Buy
+3,300
New +$373K 0.02% 392
2019
Q2 		– Sell
-10,900
Closed -$1.1M – 557
2019
Q1 		$1.1M Hold
10,900
– – 0.07% 165
2018
Q4 		$1.06M Buy
+10,900
New +$1.16M 0.11% 120

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.