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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
Q3 		$9.07M Sell
27,324
-41
-0.1% -$14.3K 1.59% 14
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Lincoln Capital's JPM Position: Q3 2026 in Review

Lincoln Capital reduced its JPMorgan Chase (JPM) stake by 0.15% in Q3 2026, selling an estimated $14.3K and leaving 27,324 shares worth $9.07M. The position accounts for 1.59% of the portfolio, ranked #14.

Lincoln Capital first reported a position in JPM in Q3 2019 and has held it in 29 quarters since. The position peaked at $9.12M in Q4 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Lincoln Capital held 27,324 shares of JPMorgan Chase worth $9.07M as of Q3 2026.
  • Lincoln Capital sold 41 JPMorgan Chase shares in Q3 2026, an estimated $14.3K.
  • JPMorgan Chase made up 1.59% of Lincoln Capital's portfolio in Q3 2026, its #14 holding.
  • Lincoln Capital first reported a position in JPMorgan Chase in Q3 2019 and has held it in 29 quarters since.
  • Lincoln Capital's JPMorgan Chase position peaked at $9.12M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.