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Lumbard & Kellner, LLC

SEC CIK
0001602476
Latest filing
Aug 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Lumbard & Kellner, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
4,387
Value
$1.44M
% of portfolio
0.4%
Quarters held
8
Since Q3 2024
Holdings of JPM by Lumbard & Kellner, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,387$1.44M0.4%+153+3.6%AddedHolders
Q1 20264,234$1.25M0.4%00.0%UnchangedHolders
Q4 20254,234$1.36M0.5%+50+1.2%AddedHolders
Q3 20254,184$1.32M0.5%00.0%UnchangedHolders
Q2 20254,184$1.21M0.5%00.0%UnchangedHolders
Q1 20254,184$1.03M0.5%−78−1.8%ReducedHolders
Q4 20244,262$1.02M0.4%+258+6.4%AddedHolders
Q3 20244,004$844.3K0.4%+4,004NewHolders