JPMorgan Chase Trims Live Oak Bancshares Holdings

Institutional investor reduces stake in regional bank by nearly 20%

Apr. 2, 2026 at 8:52am

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JPMorgan Chase & Co. has reduced its holdings in Live Oak Bancshares, Inc. (NYSE:LOB) by 19.6% during the third quarter, according to a recent SEC filing. The institutional investor now owns 161,186 shares of the company's stock, valued at approximately $5.68 million.

Why it matters

This move by one of the world's largest investment banks provides insight into the market's sentiment towards Live Oak Bancshares, a regional bank focused on small business lending. JPMorgan's portfolio adjustments can signal broader trends in the banking and finance sectors.

The details

According to the filing, JPMorgan Chase sold 39,217 shares of Live Oak Bancshares during the third quarter, reducing its total stake to 161,186 shares. Live Oak Bancshares is a Wilmington, North Carolina-based bank that specializes in commercial lending to small businesses across the United States.

  • JPMorgan Chase filed the 13F report disclosing the changes to its Live Oak Bancshares holdings on April 2, 2026.
  • The portfolio adjustments occurred during the third quarter of 2025.

The players

JPMorgan Chase & Co.

One of the world's largest investment banks and financial services firms, with over $3 trillion in assets under management.

Live Oak Bancshares, Inc.

A regional bank headquartered in Wilmington, North Carolina that focuses on commercial lending to small businesses.

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The takeaway

This portfolio adjustment by a major institutional investor like JPMorgan Chase provides a window into the market's sentiment towards Live Oak Bancshares and the broader regional banking sector. Investors will be watching to see if other large firms make similar moves in the coming quarters.