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JPM
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
539,119
-9.0%
$158.6M0.5%$300.26
0
2025-Q4
Increased
592,350
+0.7%
$188M0.6%$321.97
43
2025-Q3
Increased
588,367
+26.2%
$185.6M0.6%$312.75
53
2025-Q2
Increased
466,179
+10.5%
$135.2M0.5%$283.07
47
2025-Q1
Increased
421,850
+25.1%
$103.5M0.5%$237.97
44
2024-Q4
Increased
337,188
+23.5%
$80.8M0.4%$233.31
43
2024-Q3
Decreased
273,105
-10.9%
$57.6M0.3%$203.96
0
2024-Q2
Increased
306,401
+29.6%
$62M0.3%$194.90
44

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

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