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Lingohr Asset Management’s JPMorgan Chase JPM Stock Holding History

Lingohr Asset 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
2025
Q3 		$220K Sell
700
-1,076
-61% -$320K 0.38% 85
2025
Q2 		$512K Sell
1,776
-24,784
-93% -$6.32M 0.93% 47
2025
Q1 		$6.47M Buy
26,560
+23,720
+835% +$6.05M 1.62% 18
2024
Q4 		$676K Buy
+2,840
New +$661K 1.4% 27
2017
Q3 		– Sell
-8,499
Closed -$747K – 124
2017
Q2 		$747K Sell
8,499
-126
-1% -$10.9K 0.43% 82
2017
Q1 		$758K Buy
8,625
+704
+9% +$62.1K 0.41% 90
2016
Q4 		$684K Buy
+7,921
New +$604K 0.42% 78
2016
Q2 		– Sell
-9,220
Closed -$550K – 100
2016
Q1 		$550K Sell
9,220
-102,200
-92% -$5.97M 0.52% 73
2015
Q4 		$7.43M Sell
111,420
-4,100
-4% -$267K 3.75% 5
2015
Q3 		$7.04M Buy
115,520
+44,220
+62% +$2.9M 3.31% 8
2015
Q2 		$4.79M Buy
71,300
+5,500
+8% +$359K 2.78% 12
2015
Q1 		$4.01M Sell
65,800
-74,477
-53% -$4.41M 2.32% 11
2014
Q4 		$8.08M Sell
140,277
-84,977
-38% -$5.11M 2% 8
2014
Q3 		$13.6M Buy
225,254
+84,977
+61% +$4.97M 1.97% 8
2014
Q2 		$8.08M Sell
140,277
-47,900
-25% -$2.69M 2% 8
2014
Q1 		$11.4M Sell
188,177
-27,120
-13% -$1.57M 2.34% 8
2013
Q4 		$12.6M Sell
215,297
-33,400
-13% -$1.83M 2.53% 7
2013
Q3 		$12.9M Buy
248,697
+95,436
+62% +$5.12M 2.17% 8
2013
Q2 		$8.09M Buy
+153,261
New +$7.79M 1.5% 13

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lingohr Asset Management's JPM Position: Q3 2025 in Review

Lingohr Asset Management reduced its JPMorgan Chase (JPM) stake by 61% in Q3 2025, selling an estimated $320K and leaving 700 shares worth $220K. The position accounts for 0.38% of the portfolio, ranked #85.

Lingohr Asset Management first reported a position in JPM in Q2 2013 and has held it in 19 quarters since. The position peaked at $13.6M in Q3 2014. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Lingohr Asset Management held 700 shares of JPMorgan Chase worth $220K as of Q3 2025.
  • Lingohr Asset Management sold 1,076 JPMorgan Chase shares in Q3 2025, an estimated $320K.
  • JPMorgan Chase made up 0.38% of Lingohr Asset Management's portfolio in Q3 2025, its #85 holding.
  • Lingohr Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 19 quarters since.
  • Lingohr Asset Management's JPMorgan Chase position peaked at $13.6M in Q3 2014.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Lingohr Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.