LIA
JPM icon

Limestone Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Limestone Investment 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 		$1.96M Buy
+6,652
New +$2.02M 0.16% 104

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

Limestone Investment Advisors's JPM Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in JPMorgan Chase (JPM) in Q1 2026: 6,652 shares worth $1.96M. The stake represents 0.16% of the portfolio and ranks #104 among its holdings.

5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Limestone Investment Advisors held 6,652 shares of JPMorgan Chase worth $1.96M as of Q1 2026.
  • JPMorgan Chase was a new Limestone Investment Advisors position in Q1 2026.
  • JPMorgan Chase made up 0.16% of Limestone Investment Advisors's portfolio in Q1 2026, its #104 holding.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.