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Moody Lynn & Lieberson’s JPMorgan Chase JPM Stock Holding History

Moody Lynn & Lieberson’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 		$59.3M Sell
201,465
-8,017
-4% -$2.43M 3.33% 8
2025
Q4 		$67.5M Buy
209,482
+10,241
+5% +$3.17M 3.58% 8
2025
Q3 		$62.8M Buy
199,241
+159
+0.1% +$47.3K 3.38% 7
2025
Q2 		$57.7M Buy
199,082
+2,162
+1% +$552K 3.33% 7
2025
Q1 		$48.3M Buy
196,920
+1,649
+0.8% +$420K 3.1% 9
2024
Q4 		$46.8M Buy
195,271
+1,399
+0.7% +$326K 2.87% 10
2024
Q3 		$40.9M Buy
193,872
+548
+0.3% +$115K 2.52% 10
2024
Q2 		$39.1M Buy
193,324
+1,305
+0.7% +$255K 2.56% 9
2024
Q1 		$38.5M Buy
192,019
+1,722
+0.9% +$311K 2.59% 10
2023
Q4 		$32.4M Buy
190,297
+1,203
+0.6% +$182K 2.46% 11
2023
Q3 		$27.4M Buy
189,094
+15,121
+9% +$2.27M 2.35% 12
2023
Q2 		$25.3M Buy
173,973
+3,107
+2% +$427K 2.04% 12
2023
Q1 		$22.3M Buy
170,866
+4,460
+3% +$611K 2% 16
2022
Q4 		$22.3M Sell
166,406
-1,334
-0.8% -$169K 2.04% 18
2022
Q3 		$17.5M Sell
167,740
-34,322
-17% -$3.94M 1.69% 21
2022
Q2 		$22.8M Sell
202,062
-8,773
-4% -$1.09M 2.05% 16
2022
Q1 		$28.7M Sell
210,835
-74,179
-26% -$10.9M 2.1% 13
2021
Q4 		$45.1M Buy
285,014
+1,724
+0.6% +$283K 3.03% 6
2021
Q3 		$46.4M Sell
283,290
-16,630
-6% -$2.61M 3.48% 4
2021
Q2 		$46.6M Sell
299,920
-3,259
-1% -$512K 3.51% 3
2021
Q1 		$46.2M Buy
303,179
+6,595
+2% +$949K 3.83% 2
2020
Q4 		$37.7M Buy
296,584
+2,612
+0.9% +$292K 3.23% 3
2020
Q3 		$28.3M Sell
293,972
-5,180
-2% -$509K 2.8% 8
2020
Q2 		$28.1M Buy
299,152
+55,146
+23% +$5.23M 3.06% 8
2020
Q1 		$22K Sell
244,006
-8,545
-3% -$1.04M 3.02% 6
2019
Q4 		$35.2M Buy
252,551
+14,891
+6% +$1.91M 3.4% 3
2019
Q3 		$28M Sell
237,660
-1,237
-0.5% -$140K 3.12% 4
2019
Q2 		$26.7M Buy
238,897
+3,823
+2% +$422K 2.94% 5
2019
Q1 		$23.8M Sell
235,074
-532
-0.2% -$54.8K 2.73% 6
2018
Q4 		$23M Sell
235,606
-5,155
-2% -$549K 3.09% 6
2018
Q3 		$27.2M Buy
240,761
+10,830
+5% +$1.23M 2.88% 6
2018
Q2 		$24M Sell
229,931
-43,847
-16% -$4.81M 2.83% 6
2018
Q1 		$30.1M Buy
273,778
+11,847
+5% +$1.34M 3.64% 3
2017
Q4 		$30.2M Buy
261,931
+48,509
+23% +$4.91M 3.22% 3
2017
Q3 		$20.4M Buy
213,422
+4,259
+2% +$393K 2.48% 5
2017
Q2 		$19.1M Sell
209,163
-86,406
-29% -$7.46M 2.51% 6
2017
Q1 		$26M Buy
295,569
+7,947
+3% +$701K 3.65% 1
2016
Q4 		$24.8M Buy
287,622
+94,560
+49% +$7.21M 3.56% 2
2016
Q3 		$12.9M Buy
+193,062
New +$12.6M 2.14% 10
2016
Q2 		– Sell
-26,688
Closed -$1.58M – 160
2016
Q1 		$1.58M Buy
+26,688
New +$1.56M 0.25% 79
2013
Q3 		– Sell
-163,471
Closed -$8.63M – 192
2013
Q2 		$8.63M Buy
+163,471
New +$8.31M 1.51% 21

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

Moody Lynn & Lieberson's JPM Position: Q1 2026 in Review

Moody Lynn & Lieberson reduced its JPMorgan Chase (JPM) stake by 3.8% in Q1 2026, selling an estimated $2.43M and leaving 201,465 shares worth $59.3M. The position accounts for 3.33% of the portfolio, ranked #8.

Moody Lynn & Lieberson first reported a position in JPM in Q2 2013 and has held it in 41 quarters since. The position peaked at $67.5M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Moody Lynn & Lieberson held 201,465 shares of JPMorgan Chase worth $59.3M as of Q1 2026.
  • Moody Lynn & Lieberson sold 8,017 JPMorgan Chase shares in Q1 2026, an estimated $2.43M.
  • JPMorgan Chase made up 3.33% of Moody Lynn & Lieberson's portfolio in Q1 2026, its #8 holding.
  • Moody Lynn & Lieberson first reported a position in JPMorgan Chase in Q2 2013 and has held it in 41 quarters since.
  • Moody Lynn & Lieberson's JPMorgan Chase position peaked at $67.5M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.