LM
JPM icon

Lincluden Management’s JPMorgan Chase JPM Stock Holding History

Lincluden Management’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 		$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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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. 3,130 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.
  • 3,130 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.