Lincluden Management’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 | $6.13M | Buy |
18,711
+260
| +1% | +$80.7K | 0.6% | 34 |
|
|
2026
Q1 | $5.43M | Buy |
18,451
+764
| +4% | +$232K | 0.58% | 39 |
|
|
2025
Q4 | $5.7M | Sell |
17,687
-1,411
| -7% | -$437K | 0.48% | 38 |
|
|
2025
Q3 | $6.02M | Sell |
19,098
-92
| -0.5% | -$27.4K | 0.67% | 33 |
|
|
2025
Q2 | $5.56M | Sell |
19,190
-5,230
| -21% | -$1.33M | 0.61% | 33 |
|
|
2025
Q1 | $5.99M | Sell |
24,420
-779
| -3% | -$199K | 0.76% | 30 |
|
|
2024
Q4 | $6.04M | Sell |
25,199
-212
| -0.8% | -$49.4K | 0.73% | 30 |
|
|
2024
Q3 | $5.36M | Buy |
25,411
+225
| +0.9% | +$47.4K | 0.58% | 37 |
|
|
2024
Q2 | $5.09M | Buy |
25,186
+1,273
| +5% | +$249K | 0.62% | 36 |
|
|
2024
Q1 | $4.79M | Sell |
23,913
-4,660
| -16% | -$841K | 0.57% | 37 |
|
|
2023
Q4 | $4.86M | Buy |
28,573
+18,715
| +190% | +$2.84M | 0.59% | 34 |
|
|
2023
Q3 | $1.43M | Sell |
9,858
-229
| -2% | -$34.3K | 0.17% | 68 |
|
|
2023
Q2 | $1.47M | Sell |
10,087
-97
| -1% | -$13.3K | 0.17% | 70 |
|
|
2023
Q1 | $1.33M | Sell |
10,184
-631
| -6% | -$86.5K | 0.15% | 71 |
|
|
2022
Q4 | $1.45M | Hold |
10,815
| – | – | 0.17% | 67 |
|
|
2022
Q3 | $1.13M | Buy |
10,815
+35
| +0.3% | +$4.02K | 0.14% | 64 |
|
|
2022
Q2 | $1.21M | Hold |
10,780
| – | – | 0.13% | 67 |
|
|
2022
Q1 | $1.47M | Sell |
10,780
-395
| -4% | -$58.3K | 0.13% | 68 |
|
|
2021
Q4 | $1.77M | Sell |
11,175
-400
| -3% | -$65.7K | 0.16% | 64 |
|
|
2021
Q3 | $1.9M | Sell |
11,575
-360
| -3% | -$56.4K | 0.19% | 63 |
|
|
2021
Q2 | $1.86M | Sell |
11,935
-4,256
| -26% | -$668K | 0.18% | 66 |
|
|
2021
Q1 | $2.46M | Sell |
16,191
-805
| -5% | -$116K | 0.24% | 62 |
|
|
2020
Q4 | $2.16M | Sell |
16,996
-715
| -4% | -$79.9K | 0.22% | 62 |
|
|
2020
Q3 | $1.71M | Buy |
17,711
+1,178
| +7% | +$116K | 0.17% | 62 |
|
|
2020
Q2 | $2.6M | Sell |
16,533
-3,168
| -16% | -$301K | 0.27% | 51 |
|
|
2020
Q1 | $1.77M | Sell |
19,701
-2,340
| -11% | -$284K | 0.21% | 58 |
|
|
2019
Q4 | $3.07M | Sell |
22,041
-15,095
| -41% | -$1.94M | 0.28% | 48 |
|
|
2019
Q3 | $4.37M | Sell |
37,136
-6,380
| -15% | -$722K | 0.41% | 39 |
|
|
2019
Q2 | $4.87K | Sell |
43,516
-7,040
| -14% | -$776K | 0.31% | 34 |
|
|
2019
Q1 | $5.12M | Sell |
50,556
-1,630
| -3% | -$168K | 0.49% | 37 |
|
|
2018
Q4 | $5.09M | Sell |
52,186
-32,614
| -38% | -$3.47M | 0.39% | 31 |
|
|
2018
Q3 | $9.57M | Sell |
84,800
-45,510
| -35% | -$5.17M | 0.8% | 28 |
|
|
2018
Q2 | $13.6M | Buy |
130,310
+2,835
| +2% | +$311K | 0.99% | 21 |
|
|
2018
Q1 | $14M | Sell |
127,475
-14,390
| -10% | -$1.63M | 1.12% | 19 |
|
|
2017
Q4 | $15.2M | Sell |
141,865
-4,190
| -3% | -$424K | 1.05% | 20 |
|
|
2017
Q3 | $13.9M | Sell |
146,055
-465
| -0.3% | -$42.9K | 1.08% | 20 |
|
|
2017
Q2 | $13.4M | Sell |
146,520
-1,710
| -1% | -$148K | 1.15% | 21 |
|
|
2017
Q1 | $13M | Sell |
148,230
-11,145
| -7% | -$983K | 1.17% | 19 |
|
|
2016
Q4 | $13.8M | Buy |
159,375
+25,134
| +19% | +$1.92M | 1.5% | 16 |
|
|
2016
Q3 | $8.94M | Buy |
134,241
+750
| +0.6% | +$48.9K | 1.31% | 26 |
|
|
2016
Q2 | $8.29M | Buy |
133,491
+562
| +0.4% | +$35.1K | 1.38% | 24 |
|
|
2016
Q1 | $7.87M | Buy |
132,929
+635
| +0.5% | +$37.1K | 1.33% | 26 |
|
|
2015
Q4 | $8.73M | Sell |
132,294
-16,870
| -11% | -$1.1M | 1.77% | 17 |
|
|
2015
Q3 | $9.1M | Sell |
149,164
-6,590
| -4% | -$432K | 1.76% | 17 |
|
|
2015
Q2 | $10.6K | Sell |
155,754
-13,730
| -8% | -$896K | 1.3% | 21 |
|
|
2015
Q1 | $10.3M | Sell |
169,484
-13,767
| -8% | -$815K | 1.47% | 25 |
|
|
2014
Q4 | $11.5M | Sell |
183,251
-5,670
| -3% | -$341K | 1.13% | 25 |
|
|
2014
Q3 | $11.4M | Sell |
188,921
-535
| -0.3% | -$31.3K | 1.11% | 31 |
|
|
2014
Q2 | $10.9M | Buy |
189,456
+6,940
| +4% | +$390K | 1% | 34 |
|
|
2014
Q1 | $11.1M | Sell |
182,516
-3,327
| -2% | -$192K | 1.04% | 32 |
|
|
2013
Q4 | $10.9M | Buy |
185,843
+4,250
| +2% | +$233K | 0.99% | 31 |
|
|
2013
Q3 | $9.39M | Sell |
181,593
-245
| -0.1% | -$13.1K | 1.17% | 31 |
|
|
2013
Q2 | $9.6K | Buy |
+181,838
| New | +$9.24M | 0.02% | 31 |
|
Other funds holding JPM
Lincluden Management's JPM Position: Q2 2026 in Review
Lincluden Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $80.7K and bringing the position to 18,711 shares worth $6.13M. The position accounts for 0.6% of the portfolio, ranked #34.
Lincluden Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.2M in Q4 2017. 3,149 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Lincluden Management held 18,711 shares of JPMorgan Chase worth $6.13M as of Q2 2026.
- Lincluden Management bought 260 JPMorgan Chase shares in Q2 2026, an estimated $80.7K.
- JPMorgan Chase made up 0.6% of Lincluden Management's portfolio in Q2 2026, its #34 holding.
- Lincluden Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Lincluden Management's JPMorgan Chase position peaked at $15.2M in Q4 2017.
- 3,149 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.