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Lumbard & Kellner’s JPMorgan Chase JPM Stock Holding History

Lumbard & Kellner’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 		$1.44M Buy
4,387
+153
+4% +$47.5K 0.44% 49
2026
Q1 		$1.25M Hold
4,234
– – 0.43% 49
2025
Q4 		$1.36M Buy
4,234
+50
+1% +$15.5K 0.48% 47
2025
Q3 		$1.32M Hold
4,184
– – 0.49% 45
2025
Q2 		$1.21M Hold
4,184
– – 0.53% 44
2025
Q1 		$1.03M Sell
4,184
-78
-2% -$19.9K 0.45% 52
2024
Q4 		$1.02M Buy
4,262
+258
+6% +$60.1K 0.44% 48
2024
Q3 		$844K Buy
+4,004
New +$843K 0.37% 50

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lumbard & Kellner's JPM Position: Q2 2026 in Review

Lumbard & Kellner increased its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, buying an estimated $47.5K and bringing the position to 4,387 shares worth $1.44M. The position accounts for 0.44% of the portfolio, ranked #49.

Lumbard & Kellner first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 3,258 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lumbard & Kellner held 4,387 shares of JPMorgan Chase worth $1.44M as of Q2 2026.
  • Lumbard & Kellner bought 153 JPMorgan Chase shares in Q2 2026, an estimated $47.5K.
  • JPMorgan Chase made up 0.44% of Lumbard & Kellner's portfolio in Q2 2026, its #49 holding.
  • Lumbard & Kellner first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 3,258 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.