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LMR Partners’s JPMorgan Chase JPM Stock Holding History

LMR 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 		$6.06M Buy
+18,511
New +$5.75M 0.02% 579
2024
Q4 		– Sell
-35
Closed -$7.38K – 1406
2024
Q3 		$7.38K Buy
+35
New +$7.37K ﹤0.01% 1157
2023
Q1 		– Sell
-46,978
Closed -$6.3M – 1100
2022
Q4 		$6.3M Buy
+46,978
New +$5.95M 0.11% 223
2021
Q2 		– Sell
-26,908
Closed -$4.1M – 1226
2021
Q1 		$4.1M Buy
26,908
+11,910
+79% +$1.71M 0.1% 182
2020
Q4 		$1.91M Buy
14,998
+8,289
+124% +$927K 0.03% 222
2020
Q3 		$646K Buy
+6,709
New +$659K 0.01% 252
2020
Q1 		– Sell
-19,773
Closed -$2.76M – 349
2019
Q4 		$2.76M Buy
19,773
+9,858
+99% +$1.26M ﹤0.01% 106
2019
Q3 		$1.17M Sell
9,915
-9,287
-48% -$1.05M 0.06% 156
2019
Q2 		$2.15M Sell
19,202
-9,828
-34% -$1.08M 0.08% 122
2019
Q1 		$2.94M Buy
+29,030
New +$2.99M 0.15% 98
2018
Q3 		– Sell
-8,003
Closed -$834K – 431
2018
Q2 		$834K Buy
8,003
+1,265
+19% +$139K 0.04% 196
2018
Q1 		$721K Hold
6,738
– – 0.07% 221
2017
Q4 		$721K Buy
+6,738
New +$682K 0.07% 221
2017
Q3 		– Sell
-65,292
Closed -$5.97M – 440
2017
Q2 		$5.97M Buy
65,292
+60,580
+1,286% +$5.23M 0.37% 47
2017
Q1 		$414K Sell
4,712
-7,665
-62% -$676K 0.04% 255
2016
Q4 		$1.07M Buy
12,377
+4,704
+61% +$359K 0.16% 143
2016
Q3 		$511K Buy
+7,673
New +$500K 0.05% 267
2016
Q2 		– Sell
-41,028
Closed -$2.43M – 538
2016
Q1 		$2.43M Buy
+41,028
New +$2.4M 0.27% 56
2015
Q4 		– Sell
-46,266
Closed -$2.82M – 296
2015
Q3 		$2.82M Buy
46,266
+32,006
+224% +$2.1M 0.31% 78
2015
Q2 		$967K Buy
+14,260
New +$931K 0.12% 223

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LMR Partners's JPM Position: Q2 2026 in Review

LMR Partners opened a new position in JPMorgan Chase (JPM) in Q2 2026: 18,511 shares worth $6.06M. The stake represents 0.02% of the portfolio and ranks #579 among its holdings. This is a return to the name: LMR Partners previously reported a position in JPM as recently as Q3 2024.

LMR Partners first reported a position in JPM in Q2 2015 and has held it in 20 quarters since. The position peaked at $6.3M in Q4 2022. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LMR Partners held 18,511 shares of JPMorgan Chase worth $6.06M as of Q2 2026.
  • JPMorgan Chase was a new LMR Partners position in Q2 2026.
  • JPMorgan Chase made up 0.02% of LMR Partners's portfolio in Q2 2026, its #579 holding.
  • LMR Partners first reported a position in JPMorgan Chase in Q2 2015 and has held it in 20 quarters since.
  • LMR Partners's JPMorgan Chase position peaked at $6.3M in Q4 2022.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.