Lighthouse Investment Partners’s JPMorgan Chase JPM Stock Holding History

Lighthouse Investment Partners’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	$17.5M	Buy	59,402 +14,376	+32%	+$4.36M	0.61%	27
2025 Q4	$14.5M	Sell	45,026 -2,838	-6%	-$879K	0.44%	53
2025 Q3	$15.1M	Buy	47,864 +6,978	+17%	+$2.08M	0.46%	44
2025 Q2	$11.9M	Sell	40,886 -60,271	-60%	-$15.4M	0.45%	50
2025 Q1	$24.8M	Buy	101,157 +82,636	+446%	+$21.1M	1.02%	11
2024 Q4	$4.44M	Buy	+18,521	New	+$4.31M	0.15%	184
2023 Q4	–	Sell	-12,162	Closed	-$1.76M	–	365
2023 Q3	$1.76M	Buy	+12,162	New	+$1.82M	0.07%	250

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lighthouse Investment Partners's JPM Position: Q1 2026 in Review

Lighthouse Investment Partners increased its JPMorgan Chase (JPM) stake by 32% in Q1 2026, buying an estimated $4.36M and bringing the position to 59,402 shares worth $17.5M. The position accounts for 0.61% of the portfolio, ranked #27.

Lighthouse Investment Partners first reported a position in JPM in Q3 2023 and has held it in 7 quarters since. The position peaked at $24.8M in Q1 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Lighthouse Investment Partners held 59,402 shares of JPMorgan Chase worth $17.5M as of Q1 2026.
Lighthouse Investment Partners bought 14,376 JPMorgan Chase shares in Q1 2026, an estimated $4.36M.
JPMorgan Chase made up 0.61% of Lighthouse Investment Partners's portfolio in Q1 2026, its #27 holding.
Lighthouse Investment Partners first reported a position in JPMorgan Chase in Q3 2023 and has held it in 7 quarters since.
Lighthouse Investment Partners's JPMorgan Chase position peaked at $24.8M in Q1 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.