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 Q2	$12.3M	Sell	37,541 -21,861	-37%	-$6.79M	0.34%	79
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 $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

Lighthouse Investment Partners's JPM Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its JPMorgan Chase (JPM) stake by 37% in Q2 2026, selling an estimated $6.79M and leaving 37,541 shares worth $12.3M. The position accounts for 0.34% of the portfolio, ranked #79.

Lighthouse Investment Partners first reported a position in JPM in Q3 2023 and has held it in 8 quarters since. The position peaked at $24.8M in Q1 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Lighthouse Investment Partners held 37,541 shares of JPMorgan Chase worth $12.3M as of Q2 2026.
Lighthouse Investment Partners sold 21,861 JPMorgan Chase shares in Q2 2026, an estimated $6.79M.
JPMorgan Chase made up 0.34% of Lighthouse Investment Partners's portfolio in Q2 2026, its #79 holding.
Lighthouse Investment Partners first reported a position in JPMorgan Chase in Q3 2023 and has held it in 8 quarters since.
Lighthouse Investment Partners's JPMorgan Chase position peaked at $24.8M in Q1 2025.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.