Position history for Lido Advisors, LLC's holdings in JPMORGAN CHASE & CO
Lido Advisors, LLC holds 539,119 shares of JPM (JPMORGAN CHASE & CO), worth $158.6M as of 2026-Q1. The position was decreased (-9.0% shares). JPM represents 0.5% of Lido Advisors, LLC's portfolio.
Current Value
$158.6M
Current Shares
539,119
Total Value Change
+$96.6M
Total Shares Change
+232,718
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |