How many shares of JPM does Lido Advisors, LLC own?

As of 2026-Q2, Lido Advisors, LLC holds 557,608 shares of JPM (JPMORGAN CHASE & CO).

What is Lido Advisors, LLC's JPM position worth?

As of 2026-Q2, Lido Advisors, LLC's JPM position is worth $182.5M.

In 2026-Q2, Lido Advisors, LLC increased their JPM position (+3.4% change in shares).

Based on available 13F filings, Lido Advisors, LLC first reported a position in JPM in 2018-Q4. They have held the position across 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%	$300.26	0
2025-Q4	Increased	592,350	+0.7%	$188M	0.6%	$321.97	43
2025-Q3	Increased	588,367	+26.2%	$185.6M	0.6%	$312.75	53
2025-Q2	Increased	466,179	+10.5%	$135.2M	0.5%	$283.07	47
2025-Q1	Increased	421,850	+25.1%	$103.5M	0.5%	$237.97	44
2024-Q4	Increased	337,188	+23.5%	$80.8M	0.4%	$233.31	43
2024-Q3	Decreased	273,105	-10.9%	$57.6M	0.3%	$203.96	0
2024-Q2	Increased	306,401	+29.6%	$62M	0.3%	$194.90	44
2024-Q1	Decreased	236,501	-0.9%	$47.4M	0.3%	$191.89	0
2023-Q4	Decreased	238,669	-12.1%	$40.6M	0.3%	$161.96	0
2023-Q3	Increased	271,459	+20.3%	$39.4M	0.3%	$137.07	41
2023-Q2	Decreased	225,744	-2.7%	$32.8M	0.2%	$134.64	0
2023-Q1	Increased	232,063	+37.5%	$30.2M	0.3%	$119.92	45
2022-Q4	Decreased	168,765	-30.1%	$22.6M	0.3%	$123.99	0
2022-Q3	Increased	241,314	+18.7%	$25.2M	0.3%	$97.28	40
2022-Q2	Increased	203,301	+9.9%	$22.9M	0.3%	$104.73	38
2022-Q1	Increased	184,992	+19.2%	$25.2M	0.3%	$126.72	40
2021-Q4	Increased	155,167	+7.5%	$24.6M	0.3%	$142.04	37
2021-Q3	Decreased	144,275	-7.0%	$23.6M	0.3%	$147.85	0
2021-Q2	Increased	155,104	+5.2%	$24.1M	0.3%	$136.54	36
2021-Q1	Increased	147,378	+15.1%	$22.4M	0.4%	$136.04	39
2020-Q4	Increased	128,017	+30.4%	$16.3M	0.3%	$109.61	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%	$79.79	33
2020-Q1	Decreased	49,696	-16.5%	$4.5M	0.2%	$79.39	0
2019-Q4	Increased	59,489	+27.3%	$8.3M	0.3%	$116.96	41
2019-Q3	Increased	46,749	+37.1%	$5.5M	0.3%	$98.53	42
2019-Q2	Decreased	34,105	-33.9%	$3.8M	0.2%	$92.92	0
2019-Q1	Increased	51,601	+13.0%	$5.2M	0.3%	$83.49	36
2018-Q4	New	45,653	-	$4.5M	0.4%	$79.22	44