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LMCG Investments’s JPMorgan Chase JPM Stock Holding History

LMCG Investments’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 		$44M Sell
134,321
-3,248
-2% -$1.01M 2.35% 6
2026
Q1 		$40.5M Sell
137,569
-11,906
-8% -$3.61M 2.41% 5
2025
Q4 		$48.2M Sell
149,475
-13,718
-8% -$4.25M 2.75% 5
2025
Q3 		$51.5M Sell
163,193
-4,308
-3% -$1.28M 3.03% 5
2025
Q2 		$48.6M Sell
167,501
-6,625
-4% -$1.69M 3.04% 4
2025
Q1 		$42.7M Sell
174,126
-8,355
-5% -$2.13M 2.83% 4
2024
Q4 		$43.7M Sell
182,481
-5,212
-3% -$1.21M 2.68% 5
2024
Q3 		$39.6M Sell
187,693
-4,949
-3% -$1.04M 2.38% 5
2024
Q2 		$39M Buy
192,642
+1,547
+0.8% +$302K 2.27% 5
2024
Q1 		$38.3M Sell
191,095
-1,903
-1% -$343K 2.25% 5
2023
Q4 		$32.8M Sell
192,998
-1,440
-0.7% -$218K 2.03% 5
2023
Q3 		$28.2M Sell
194,438
-3,920
-2% -$588K 1.9% 5
2023
Q2 		$28.8M Sell
198,358
-6,470
-3% -$890K 1.87% 5
2023
Q1 		$26.7M Sell
204,828
-1,220
-0.6% -$167K 1.78% 5
2022
Q4 		$27.6M Buy
206,048
+420
+0.2% +$53.2K 1.93% 6
2022
Q3 		$21.5M Buy
205,628
+1,448
+0.7% +$166K 1.57% 7
2022
Q2 		$23M Buy
204,180
+668
+0.3% +$82.8K 1.59% 7
2022
Q1 		$27.7M Buy
+203,512
New +$30M 1.61% 6
2015
Q3 		$18.7M Buy
307,195
+6,342
+2% +$415K 0.4% 71
2015
Q2 		$20.4M Buy
300,853
+11,131
+4% +$727K 0.44% 58
2015
Q1 		$17.6M Buy
289,722
+77,610
+37% +$4.6M 0.37% 72
2014
Q4 		$13.3M Sell
212,112
-411
-0.2% -$24.7K 0.29% 133
2014
Q3 		$12.8M Sell
212,523
-3,064
-1% -$179K 0.29% 146
2014
Q2 		$12.4M Sell
215,587
-817
-0.4% -$45.9K 0.27% 145
2014
Q1 		$13.1M Buy
216,404
+2,499
+1% +$144K 0.29% 132
2013
Q4 		$12.5M Sell
213,905
-1,079
-0.5% -$59.1K 0.27% 147
2013
Q3 		$11.1M Buy
214,984
+2,083
+1% +$112K 0.27% 136
2013
Q2 		$11.2M Buy
+212,901
New +$10.8M 0.29% 127

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

LMCG Investments's JPM Position: Q2 2026 in Review

LMCG Investments reduced its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, selling an estimated $1.01M and leaving 134,321 shares worth $44M. The position accounts for 2.35% of the portfolio, ranked #6.

LMCG Investments first reported a position in JPM in Q2 2013 and has held it in 28 quarters since. The position peaked at $51.5M in Q3 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LMCG Investments held 134,321 shares of JPMorgan Chase worth $44M as of Q2 2026.
  • LMCG Investments sold 3,248 JPMorgan Chase shares in Q2 2026, an estimated $1.01M.
  • JPMorgan Chase made up 2.35% of LMCG Investments's portfolio in Q2 2026, its #6 holding.
  • LMCG Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 28 quarters since.
  • LMCG Investments's JPMorgan Chase position peaked at $51.5M in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.