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 Q2	$13.5M	Buy	+41,143	New	+$12.8M	0.2%	78
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Liontrust Investment Partners's JPM Position: Q2 2026 in Review

Liontrust Investment Partners opened a new position in JPMorgan Chase (JPM) in Q2 2026: 41,143 shares worth $13.5M. The stake represents 0.2% of the portfolio and ranks #78 among its holdings. This is a return to the name: Liontrust Investment Partners previously reported a position in JPM as recently as Q4 2025.

Liontrust Investment Partners first reported a position in JPM in Q4 2020 and has held it in 10 quarters since. The position peaked at $19M in Q4 2021. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Liontrust Investment Partners held 41,143 shares of JPMorgan Chase worth $13.5M as of Q2 2026.
JPMorgan Chase was a new Liontrust Investment Partners position in Q2 2026.
JPMorgan Chase made up 0.2% of Liontrust Investment Partners's portfolio in Q2 2026, its #78 holding.
Liontrust Investment Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 10 quarters since.
Liontrust Investment Partners's JPMorgan Chase position peaked at $19M in Q4 2021.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.