Does Lido Advisors own JPM stock?

Yes. As of its Q2 2026 13F, Lido Advisors holds 557,608 shares of JPM (JPMorgan Chase), worth $182.5M.

How many shares of JPM does Lido Advisors own?

As of its Q2 2026 13F, Lido Advisors holds 557,608 shares of JPM (JPMorgan Chase).

What is Lido Advisors' JPM position worth?

As of its Q2 2026 13F, Lido Advisors' JPM position is worth $182.5M.

Is Lido Advisors buying or selling JPM?

In Q2 2026, Lido Advisors increased its JPM position by 18,489 shares (+3.4%).

When did Lido Advisors first buy JPM?

Lido Advisors already held JPM in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

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Lido Advisors, LLC

JPM
31 quarters

Position history for Lido Advisors, LLC's holdings in JPMorgan Chase & Co.

Current Value

$182.5M

Current Shares

557,608

Total Value Change

+$178.1M

Total Shares Change

+511,955

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	557,608	+3.4%	$182.5M	0.5%	$325.86	38
2026-Q1	Decreased	539,119	-9.0%	$158.6M	0.5%	$291.35	0
2025-Q4	Increased	592,350	+0.7%	$188M	0.6%	$317.71	43
2025-Q3	Increased	588,367	+26.2%	$185.6M	0.6%	$309.51	53
2025-Q2	Increased	466,179	+10.5%	$135.2M	0.5%	$283.10	47
2025-Q1	Increased	421,850	+25.1%	$103.5M	0.5%	$238.07	44
2024-Q4	Increased	337,188	+23.5%	$80.8M	0.4%	$231.45	43
2024-Q3	Decreased	273,105	-10.9%	$57.6M	0.3%	$202.36	0
2024-Q2	Increased	306,401	+29.6%	$62M	0.3%	$193.03	44
2024-Q1	Decreased	236,501	-0.9%	$47.4M	0.3%	$190.06	0
2023-Q4	Decreased	238,669	-12.1%	$40.6M	0.3%	$160.41	0
2023-Q3	Increased	271,459	+20.3%	$39.4M	0.3%	$135.76	41
2023-Q2	Decreased	225,744	-2.7%	$32.8M	0.2%	$135.22	0
2023-Q1	Increased	232,063	+37.5%	$30.2M	0.3%	$120.21	45
2022-Q4	Decreased	168,765	-30.1%	$22.6M	0.3%	$122.80	0
2022-Q3	Increased	241,314	+18.7%	$25.2M	0.3%	$94.85	40
2022-Q2	Increased	203,301	+9.9%	$22.9M	0.3%	$101.31	38
2022-Q1	Increased	184,992	+19.2%	$25.2M	0.3%	$121.74	40
2021-Q4	Increased	155,167	+7.5%	$24.6M	0.3%	$140.57	37
2021-Q3	Decreased	144,275	-7.0%	$23.6M	0.3%	$144.44	0
2021-Q2	Increased	155,104	+5.2%	$24.1M	0.3%	$136.46	36
2021-Q1	Increased	147,378	+15.1%	$22.4M	0.4%	$132.78	39
2020-Q4	Increased	128,017	+30.4%	$16.3M	0.3%	$110.04	43
2020-Q3	Increased	98,152	+92.5%	$9.4M	0.2%	$82.60	52
2020-Q2	Increased	50,977	+2.6%	$4.8M	0.1%	$79.93	33
2020-Q1	Decreased	49,696	-16.5%	$4.5M	0.2%	$75.71	0
2019-Q4	Increased	59,489	+27.3%	$8.3M	0.3%	$116.49	41
2019-Q3	Increased	46,749	+37.1%	$5.5M	0.3%	$97.56	42
2019-Q2	Decreased	34,105	-33.9%	$3.8M	0.2%	$92.03	0
2019-Q1	Increased	51,601	+13.0%	$5.2M	0.3%	$82.70	36
2018-Q4	First report	45,653	-	$4.5M	0.4%	$79.10	0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

JPM31 quarters

JPM
31 quarters