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Lionsbridge Wealth Management’s JPMorgan Chase JPM Stock Holding History

Lionsbridge Wealth 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
2026
Q2 		$1.67M Sell
5,088
-206
-4% -$64K 1.63% 23
2026
Q1 		$1.56M Buy
5,294
+108
+2% +$32.8K 1.57% 25
2025
Q4 		$1.67M Sell
5,186
-24
-0.5% -$7.43K 1.69% 26
2025
Q3 		$1.64M Buy
5,210
+75
+1% +$22.3K 1.62% 28
2025
Q2 		$1.49M Sell
5,135
-90
-2% -$23K 1.48% 28
2025
Q1 		$1.28M Sell
5,225
-1,113
-18% -$284K 1.14% 33
2024
Q4 		$1.52M Sell
6,338
-407
-6% -$94.8K 1.28% 30
2024
Q3 		$1.42M Sell
6,745
-261
-4% -$55K 1.12% 32
2024
Q2 		$1.42M Sell
7,006
-25
-0.4% -$4.89K 1.14% 27
2024
Q1 		$1.41M Sell
7,031
-218
-3% -$39.3K 1.09% 32
2023
Q4 		$1.23M Sell
7,249
-177
-2% -$26.8K 0.99% 35
2023
Q3 		$1.08M Sell
7,426
-6
-0.1% -$899 1.02% 32
2023
Q2 		$1.08M Sell
7,432
-276
-4% -$38K 0.97% 32
2023
Q1 		$1M Sell
7,708
-596
-7% -$81.7K 0.93% 36
2022
Q4 		$1.11M Buy
8,304
+89
+1% +$11.3K 1.09% 32
2022
Q3 		$858K Buy
8,215
+26
+0.3% +$2.98K 1.23% 24
2022
Q2 		$922K Sell
8,189
-507
-6% -$62.8K 1.07% 32
2022
Q1 		$1.19M Sell
8,696
-333
-4% -$49.2K 1.37% 39
2021
Q4 		$1.43M Sell
9,029
-166
-2% -$27.3K 1.54% 32
2021
Q3 		$1.5M Sell
9,195
-126
-1% -$19.8K 1.62% 22
2021
Q2 		$1.45M Sell
9,321
-917
-9% -$144K 1.55% 36
2021
Q1 		$1.56M Buy
10,238
+236
+2% +$34K 1.52% 24
2020
Q4 		$1.27M Buy
10,002
+299
+3% +$33.4K 1.37% 29
2020
Q3 		$934K Buy
9,703
+154
+2% +$15.1K 1.12% 34
2020
Q2 		$898K Buy
9,549
+141
+1% +$13.4K 1.01% 34
2020
Q1 		$847K Sell
9,408
-65
-0.7% -$7.9K 1.01% 27
2019
Q4 		$1.31M Buy
+9,473
New +$1.21M 1.22% 27

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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

Lionsbridge Wealth Management's JPM Position: Q2 2026 in Review

Lionsbridge Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $64K and leaving 5,088 shares worth $1.67M. The position accounts for 1.63% of the portfolio, ranked #23.

Lionsbridge Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.67M in Q4 2025. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lionsbridge Wealth Management held 5,088 shares of JPMorgan Chase worth $1.67M as of Q2 2026.
  • Lionsbridge Wealth Management sold 206 JPMorgan Chase shares in Q2 2026, an estimated $64K.
  • JPMorgan Chase made up 1.63% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Lionsbridge Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Lionsbridge Wealth Management's JPMorgan Chase position peaked at $1.67M in Q4 2025.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.