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
Q2 | $5.66M | Buy |
17,300
+3,900
| +29% | +$1.21M | 0.02% | 480 |
|
|
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
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.