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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
2025
Q3 		– Sell
-22,700
Closed -$6.58M – 706
2025
Q2 		$6.58M Buy
+22,700
New +$5.79M 0.25% 124

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

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.