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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
Q1 		– Sell
-6,600
Closed -$2.13M – 1678
2025
Q4 		$2.13M Hold
6,600
– – ﹤0.01% 796
2025
Q3 		$2.08M Buy
+6,600
New +$1.96M 0.01% 717
2024
Q4 		– Sell
-22,400
Closed -$4.72M – 1405
2024
Q3 		$4.72M Sell
22,400
-4,800
-18% -$1.01M 0.04% 385
2024
Q2 		$5.5M Buy
27,200
+14,100
+108% +$2.76M 0.05% 304
2024
Q1 		$2.62M Hold
13,100
– – 0.03% 487
2023
Q4 		$2.23M Buy
+13,100
New +$1.99M 0.03% 448

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LMR Partners's JPM Position: Q4 2024 in Review

LMR Partners sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 35 shares — an estimated $7.38K sold.

LMR Partners first reported a position in JPM in Q2 2015 and held it in 19 quarters. The position peaked at $6.3M in Q4 2022. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • LMR Partners reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
  • LMR Partners sold 35 JPMorgan Chase shares in Q4 2024, an estimated $7.38K.
  • LMR Partners first reported a position in JPMorgan Chase in Q2 2015 and held it in 19 quarters.
  • LMR Partners's JPMorgan Chase position peaked at $6.3M in Q4 2022.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on LMR Partners's 13F filing for Q4 2024, filed 14 Feb 2025.