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Lion Street Advisors’s JPMorgan Chase JPM Stock Holding History

Lion Street Advisors’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 		$1.87M Buy
10,991
+3,035
+38% +$903K 0.65% 20
2025
Q2 		$2.31M Buy
7,956
+414
+5% +$106K 0.7% 26
2025
Q1 		$1.85M Buy
7,542
+817
+12% +$208K 0.59% 29
2024
Q4 		$1.61M Buy
6,725
+444
+7% +$103K 0.51% 36
2024
Q3 		$1.32M Sell
6,281
-160
-2% -$33.7K 0.46% 40
2024
Q2 		$1.3M Sell
6,441
-88
-1% -$17.2K 0.48% 42
2024
Q1 		$1.11M Hold
6,529
– – 0.45% 40
2023
Q4 		$1.11M Sell
6,529
-5,529
-46% -$838K 0.45% 40
2023
Q3 		$1.75M Buy
12,058
+305
+3% +$45.7K 0.57% 25
2023
Q2 		$2M Sell
11,753
-115
-1% -$15.8K 0.67% 18
2023
Q1 		$1.55M Buy
11,868
+2,287
+24% +$313K 0.48% 28
2022
Q4 		$1.63M Sell
9,581
-1,993
-17% -$253K 0.85% 10
2022
Q3 		$1.21M Buy
11,574
+1,993
+21% +$229K 0.6% 13
2022
Q2 		$1.63M Buy
9,581
+822
+9% +$102K 0.85% 10
2022
Q1 		$1.19M Sell
8,759
-987
-10% -$146K 0.61% 16
2021
Q4 		$1.54M Buy
9,746
+165
+2% +$27.1K 0.75% 11
2021
Q3 		$1.57M Buy
+9,581
New +$1.5M 0.85% 7
2020
Q2 		– Sell
-413
Closed -$37K – 224
2020
Q1 		$37K Buy
+413
New +$50.2K 0.2% 64

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Lion Street Advisors's JPM Position: Q3 2025 in Review

Lion Street Advisors increased its JPMorgan Chase (JPM) stake by 38% in Q3 2025, buying an estimated $903K and bringing the position to 10,991 shares worth $1.87M. The position accounts for 0.65% of the portfolio, ranked #20.

Lion Street Advisors first reported a position in JPM in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.31M in Q2 2025. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Lion Street Advisors held 10,991 shares of JPMorgan Chase worth $1.87M as of Q3 2025.
  • Lion Street Advisors bought 3,035 JPMorgan Chase shares in Q3 2025, an estimated $903K.
  • JPMorgan Chase made up 0.65% of Lion Street Advisors's portfolio in Q3 2025, its #20 holding.
  • Lion Street Advisors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 18 quarters since.
  • Lion Street Advisors's JPMorgan Chase position peaked at $2.31M in Q2 2025.
  • 4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.