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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
-5,800
Closed -$1.87M – 1679
2025
Q4 		$1.87M Hold
5,800
– – ﹤0.01% 830
2025
Q3 		$1.83M Buy
+5,800
New +$1.72M 0.01% 761
2024
Q4 		– Sell
-34,800
Closed -$7.34M – 1407
2024
Q3 		$7.34M Buy
34,800
+4,800
+16% +$1.01M 0.06% 282
2024
Q2 		$6.07M Buy
30,000
+15,600
+108% +$3.05M 0.05% 286
2024
Q1 		$2.88M Hold
14,400
– – 0.03% 465
2023
Q4 		$2.45M Buy
+14,400
New +$2.18M 0.03% 439

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.