LC
JPM icon

Lindbrook Capital’s JPMorgan Chase JPM Stock Holding History

Lindbrook 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
2025
Q1 		$9.76M Sell
39,791
-472
-1% -$120K 0.9% 17
2024
Q4 		$9.65M Buy
40,263
+313
+0.8% +$72.9K 0.87% 19
2024
Q3 		$8.42M Buy
39,950
+5,920
+17% +$1.25M 0.75% 25
2024
Q2 		$6.88M Sell
34,030
-1,022
-3% -$200K 0.65% 25
2024
Q1 		$7.02M Sell
35,052
-1,022
-3% -$184K 0.66% 27
2023
Q4 		$6.14M Buy
36,074
+1,761
+5% +$267K 0.61% 29
2023
Q3 		$4.98M Sell
34,313
-1,511
-4% -$227K 0.56% 31
2023
Q2 		$5.21M Buy
35,824
+3,897
+12% +$536K 0.55% 30
2023
Q1 		$4.16M Sell
31,927
-161
-0.5% -$22.1K 0.49% 40
2022
Q4 		$4.3M Buy
32,088
+2,400
+8% +$304K 0.53% 34
2022
Q3 		$3.1M Buy
29,688
+1,441
+5% +$165K 0.52% 27
2022
Q2 		$3.18M Buy
28,247
+4,881
+21% +$605K 0.53% 27
2022
Q1 		$3.19M Sell
23,366
-652
-3% -$96.2K 0.49% 27
2021
Q4 		$3.8M Buy
24,018
+18,561
+340% +$3.05M 0.58% 25
2021
Q3 		$893K Buy
5,457
+42
+0.8% +$6.58K 0.23% 35
2021
Q2 		$842K Sell
5,415
-613
-10% -$96.3K 0.19% 43
2021
Q1 		$918K Buy
6,028
+385
+7% +$55.4K 0.21% 41
2020
Q4 		$717K Buy
5,643
+445
+9% +$49.7K 0.18% 44
2020
Q3 		$500K Buy
5,198
+57
+1% +$5.6K 0.14% 58
2020
Q2 		$484K Sell
5,141
-97
-2% -$9.2K 0.14% 53
2020
Q1 		$472K Sell
5,238
-2,284
-30% -$277K 0.18% 46
2019
Q4 		$1.05M Buy
7,522
+194
+3% +$24.9K 0.37% 26
2019
Q3 		$862K Buy
7,328
+72
+1% +$8.14K 0.33% 27
2019
Q2 		$811K Buy
7,256
+561
+8% +$61.9K 0.31% 27
2019
Q1 		$677K Buy
6,695
+963
+17% +$99.2K 0.27% 37
2018
Q4 		$559K Buy
+5,732
New +$611K 0.28% 37

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Lindbrook Capital's JPM Position: Q1 2025 in Review

Lindbrook Capital reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2025, selling an estimated $120K and leaving 39,791 shares worth $9.76M. The position accounts for 0.9% of the portfolio, ranked #17.

Lindbrook Capital first reported a position in JPM in Q4 2018 and has held it in 26 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Lindbrook Capital held 39,791 shares of JPMorgan Chase worth $9.76M as of Q1 2025.
  • Lindbrook Capital sold 472 JPMorgan Chase shares in Q1 2025, an estimated $120K.
  • JPMorgan Chase made up 0.9% of Lindbrook Capital's portfolio in Q1 2025, its #17 holding.
  • Lindbrook Capital first reported a position in JPMorgan Chase in Q4 2018 and has held it in 26 quarters since.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.