Liontrust Investment Partners’s JPMorgan Chase JPM Stock Holding History

Liontrust Investment Partners’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 Q1	–	Sell	-50,027	Closed	-$16.1M	–	216
2025 Q4	$16.1M	Buy	50,027 +6,105	+14%	+$1.89M	0.24%	83
2025 Q3	$13.9M	Buy	+43,922	New	+$13.1M	0.2%	84
2023 Q1	–	Sell	-25,000	Closed	-$3.35M	–	218
2022 Q4	$3.35M	Hold	25,000	–	–	0.06%	111
2022 Q3	$2.61M	Hold	25,000	–	–	0.04%	176
2022 Q2	$2.82M	Hold	25,000	–	–	0.04%	180
2022 Q1	$3.41M	Sell	25,000 -95,000	-79%	-$14M	0.04%	134
2021 Q4	$19M	Buy	120,000 +7,000	+6%	+$1.15M	0.23%	53
2021 Q3	$18.5M	Buy	+113,000	New	+$17.7M	0.26%	53
2020 Q4	$14.2M	Buy	+111,700	New	+$12.5M	0.29%	56

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Liontrust Investment Partners's JPM Position: Q1 2026 in Review

Liontrust Investment Partners sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 50,027 shares — an estimated $16.1M sold.

Liontrust Investment Partners first reported a position in JPM in Q4 2020 and held it in 9 quarters. The position peaked at $19M in Q4 2021. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Liontrust Investment Partners reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Liontrust Investment Partners sold 50,027 JPMorgan Chase shares in Q1 2026, an estimated $16.1M.
Liontrust Investment Partners first reported a position in JPMorgan Chase in Q4 2020 and held it in 9 quarters.
Liontrust Investment Partners's JPMorgan Chase position peaked at $19M in Q4 2021.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.