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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.