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Lincoln Capital’s JPMorgan Chase JPM Stock Holding History

Lincoln Capital’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 		$8.96M Sell
27,365
-722
-3% -$224K 1.59% 15
2026
Q1 		$8.25M Sell
28,087
-214
-0.8% -$64.9K 1.56% 16
2025
Q4 		$9.12M Sell
28,301
-82
-0.3% -$25.4K 1.65% 15
2025
Q3 		$8.8M Sell
28,383
-806
-3% -$240K 1.65% 16
2025
Q2 		$8.46M Sell
29,189
-173
-0.6% -$44.1K 1.63% 15
2025
Q1 		$6.92M Sell
29,362
-520
-2% -$133K 1.44% 17
2024
Q4 		$7.16M Sell
29,882
-574
-2% -$134K 1.51% 17
2024
Q3 		$6.42M Sell
30,456
-1,002
-3% -$211K 1.36% 20
2024
Q2 		$6.36M Sell
31,458
-17
-0.1% -$3.32K 1.42% 20
2024
Q1 		$6.3M Sell
31,475
-213
-0.7% -$38.4K 1.4% 20
2023
Q4 		$5.39M Sell
31,688
-228
-0.7% -$34.6K 1.31% 21
2023
Q3 		$4.63M Sell
31,916
-264
-0.8% -$39.6K 1.21% 21
2023
Q2 		$4.68M Sell
32,180
-363
-1% -$49.9K 1.2% 21
2023
Q1 		$4.24M Sell
32,543
-156
-0.5% -$21.4K 1.17% 23
2022
Q4 		$4.39M Sell
32,699
-534
-2% -$67.7K 1.26% 22
2022
Q3 		$3.47M Buy
33,233
+9
+0% +$1.03K 1.08% 23
2022
Q2 		$3.74M Buy
33,224
+1,736
+6% +$215K 1.05% 23
2022
Q1 		$4.29M Sell
31,488
-430
-1% -$63.5K 1.01% 23
2021
Q4 		$5.05M Sell
31,918
-5
-0% -$821 1.25% 20
2021
Q3 		$5.23M Buy
31,923
+31
+0.1% +$4.86K 1.42% 17
2021
Q2 		$4.96M Buy
31,892
+991
+3% +$156K 1.39% 19
2021
Q1 		$4.7M Sell
30,901
-35
-0.1% -$5.04K 1.47% 18
2020
Q4 		$3.93M Sell
30,936
-274
-0.9% -$30.6K 1.28% 21
2020
Q3 		$3M Sell
31,210
-383
-1% -$37.6K 1.1% 20
2020
Q2 		$2.97M Buy
31,593
+3,163
+11% +$300K 1.24% 22
2020
Q1 		$2.56M Buy
28,430
+19,920
+234% +$2.42M 1.29% 20
2019
Q4 		$1.19M Buy
8,510
+264
+3% +$33.9K 0.49% 32
2019
Q3 		$970K Buy
+8,246
New +$933K 0.43% 33

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 22.94% 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

Lincoln Capital's JPM Position: Q2 2026 in Review

Lincoln Capital reduced its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, selling an estimated $224K and leaving 27,365 shares worth $8.96M. The position accounts for 1.59% of the portfolio, ranked #15.

Lincoln Capital first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.12M in Q4 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lincoln Capital held 27,365 shares of JPMorgan Chase worth $8.96M as of Q2 2026.
  • Lincoln Capital sold 722 JPMorgan Chase shares in Q2 2026, an estimated $224K.
  • JPMorgan Chase made up 1.59% of Lincoln Capital's portfolio in Q2 2026, its #15 holding.
  • Lincoln Capital first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • Lincoln Capital's JPMorgan Chase position peaked at $9.12M in Q4 2025.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.