Lionsbridge Wealth Management LLC / JPM
Lionsbridge Wealth Management LLC’s Jpmorgan Chase & Co Position
Does Lionsbridge Wealth Management LLC own Jpmorgan Chase & Co (JPM)? Yes — 5.3K shares worth $2M (+1.57% of its 13F portfolio) as of Q1 2026, up from 5.2K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
5.3K
% of Portfolio
+1.57%
Quarters Held
25
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 5.3K | $2M | +1.57% |
| Q4 2025 | 5.2K | $2M | +1.69% |
| Q3 2025 | 5.2K | $2M | +1.62% |
| Q2 2025 | 5.1K | $1M | +1.48% |
| Q1 2025 | 5.2K | $1M | +1.14% |
| Q4 2024 | 6.3K | $2M | +1.28% |
| Q3 2024 | 6.7K | $1M | +1.12% |
| Q2 2024 | 7.0K | $1M | +1.14% |
| Q1 2024 | 7.0K | $1M | +1.09% |
| Q4 2023 | 7.2K | $1M | +0.99% |
| Q3 2023 | 7.4K | $1M | +1.02% |
| Q2 2023 | 7.4K | $1M | +0.97% |
| Q1 2023 | 7.7K | $1M | +0.93% |
| Q4 2022 | 8.3K | $1M | +1.09% |
| Q3 2022 | 8.2K | $922,000 | +1.07% |
| Q1 2022 | 8.7K | $1M | +1.37% |
| Q4 2021 | 9.0K | $1M | +1.54% |
| Q3 2021 | 9.2K | $2M | +1.62% |
| Q2 2021 | 9.3K | $1M | +1.55% |
| Q1 2021 | 10.2K | $2M | +1.52% |
| Q4 2020 | 10.0K | $1M | +1.37% |
| Q3 2020 | 9.7K | $934,000 | +1.12% |
| Q2 2020 | 9.5K | $898,000 | +1.01% |
| Q1 2020 | 9.4K | $847,000 | +1.01% |
| Q4 2019 | 9.5K | $1M | +1.22% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of JPM.