Lmcg Investments, LLC’s Jpmorgan Chase & Co Position
Does Lmcg Investments, LLC own Jpmorgan Chase & Co (JPM)? Yes — 137.6K shares worth $40M (+2.41% of its 13F portfolio) as of Q1 2026, down from 149.5K shares the prior filed quarter.
Position Value
$40M
Q1 2026
Shares
137.6K
% of Portfolio
+2.41%
Quarters Held
17
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 137.6K | $40M | +2.41% |
| Q4 2025 | 149.5K | $48M | +2.75% |
| Q3 2025 | 163.2K | $51M | +3.03% |
| Q2 2025 | 167.5K | $49M | +3.04% |
| Q1 2025 | 174.1K | $43M | +2.83% |
| Q4 2024 | 182.5K | $44M | +2.68% |
| Q3 2024 | 187.7K | $40M | +2.38% |
| Q2 2024 | 192.6K | $39M | +2.27% |
| Q1 2024 | 191.1K | $38M | +2.25% |
| Q4 2023 | 193.0K | $33M | +2.03% |
| Q3 2023 | 194.4K | $28M | +1.90% |
| Q2 2023 | 198.4K | $29M | +1.87% |
| Q1 2023 | 204.8K | $27M | +1.78% |
| Q4 2022 | 206.0K | $28M | +1.93% |
| Q3 2022 | 205.6K | $21M | +1.57% |
| Q2 2022 | 204.2K | $23M | +1.59% |
| Q1 2022 | 203.5K | $28M | +1.61% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lmcg Investments, LLC’s full portfolio or all institutional holders of JPM.