Compagnie Lombard Odier SCmA’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296M | Buy |
1,019,876
+10,899
| +1% | +$3.16M | 3.9% | 7 |
|
|
2025
Q1 | $248M | Buy |
1,008,977
+24,942
| +3% | +$6.12M | 3.04% | 8 |
|
|
2024
Q4 | $236M | Buy |
984,035
+48,704
| +5% | +$11.7M | 3.48% | 6 |
|
|
2024
Q3 | $197M | Sell |
935,331
-12,320
| -1% | -$2.6M | 3.07% | 7 |
|
|
2024
Q2 | $192M | Buy |
947,651
+4,912
| +0.5% | +$994K | 3.24% | 6 |
|
|
2024
Q1 | $189M | Buy |
942,739
+127,238
| +16% | +$25.5M | 3.34% | 6 |
|
|
2023
Q4 | $139M | Buy |
815,501
+37,267
| +5% | +$6.34M | 2.58% | 7 |
|
|
2023
Q3 | $113M | Buy |
778,234
+72,820
| +10% | +$10.6M | 2.61% | 9 |
|
|
2023
Q2 | $103M | Sell |
705,414
-19,588
| -3% | -$2.85M | 2.87% | 8 |
|
|
2023
Q1 | $94.5M | Sell |
725,002
-45,753
| -6% | -$5.96M | 2.36% | 11 |
|
|
2022
Q4 | $103M | Sell |
770,755
-6,260
| -0.8% | -$839K | 2.77% | 9 |
|
|
2022
Q3 | $81.2M | Sell |
777,015
-61,080
| -7% | -$6.38M | 2.34% | 10 |
|
|
2022
Q2 | $94.4M | Sell |
838,095
-15,317
| -2% | -$1.73M | 2.39% | 9 |
|
|
2022
Q1 | $116M | Buy |
853,412
+34,324
| +4% | +$4.68M | 2.46% | 10 |
|
|
2021
Q4 | $130M | Buy |
819,088
+44,722
| +6% | +$7.08M | 2.57% | 9 |
|
|
2021
Q3 | $127M | Buy |
774,366
+50,571
| +7% | +$8.28M | 2.74% | 8 |
|
|
2021
Q2 | $113M | Buy |
723,795
+66,863
| +10% | +$10.4M | 2.48% | 11 |
|
|
2021
Q1 | $100M | Buy |
656,932
+38,016
| +6% | +$5.79M | 2.2% | 12 |
|
|
2020
Q4 | $78.6M | Buy |
618,916
+36,714
| +6% | +$4.67M | 2.02% | 14 |
|
|
2020
Q3 | $56.1M | Buy |
582,202
+100,153
| +21% | +$9.64M | 1.67% | 20 |
|
|
2020
Q2 | $45.3M | Sell |
482,049
-43,763
| -8% | -$4.12M | 1.52% | 20 |
|
|
2020
Q1 | $47.4M | Sell |
525,812
-31,255
| -6% | -$2.81M | 1.99% | 14 |
|
|
2019
Q4 | $77.7M | Sell |
557,067
-7,884
| -1% | -$1.1M | 2.97% | 9 |
|
|
2019
Q3 | $66.5M | Buy |
564,951
+18,323
| +3% | +$2.16M | 2.78% | 10 |
|
|
2019
Q2 | $61.1M | Sell |
546,628
-43,036
| -7% | -$4.81M | 2.48% | 11 |
|
|
2019
Q1 | $59.7M | Sell |
589,664
-35,348
| -6% | -$3.58M | 2.46% | 10 |
|
|
2018
Q4 | $61M | Sell |
625,012
-762
| -0.1% | -$74.4K | 2.5% | 8 |
|
|
2018
Q3 | $70.6M | Sell |
625,774
-2,245
| -0.4% | -$253K | 2.47% | 9 |
|
|
2018
Q2 | $65.4M | Buy |
628,019
+19,376
| +3% | +$2.02M | 2.4% | 10 |
|
|
2018
Q1 | $66.9M | Sell |
608,643
-645,151
| -51% | -$70.9M | 2.44% | 10 |
|
|
2017
Q4 | $134M | Buy |
1,253,794
+630,333
| +101% | +$67.4M | 2.41% | 10 |
|
|
2017
Q3 | $59.5M | Sell |
623,461
-8,723
| -1% | -$833K | 2.11% | 10 |
|
|
2017
Q2 | $57.8M | Sell |
632,184
-28,031
| -4% | -$2.56M | 2% | 12 |
|
|
2017
Q1 | $58M | Sell |
660,215
-203,484
| -24% | -$17.9M | 1.96% | 12 |
|
|
2016
Q4 | $74.5M | Sell |
863,699
-80,290
| -9% | -$6.93M | 2.18% | 11 |
|
|
2016
Q3 | $62.9M | Buy |
943,989
+1,818
| +0.2% | +$121K | 1.83% | 13 |
|
|
2016
Q2 | $58.5M | Sell |
942,171
-57,342
| -6% | -$3.56M | 1.7% | 15 |
|
|
2016
Q1 | $59.2M | Sell |
999,513
-216,646
| -18% | -$12.8M | 1.81% | 13 |
|
|
2015
Q4 | $80.3M | Buy |
1,216,159
+150,267
| +14% | +$9.92M | 2.52% | 8 |
|
|
2015
Q3 | $65M | Buy |
1,065,892
+35,353
| +3% | +$2.16M | 2.65% | 10 |
|
|
2015
Q2 | $69.8M | Sell |
1,030,539
-242,585
| -19% | -$16.4M | 2.6% | 8 |
|
|
2015
Q1 | $77.1M | Buy |
1,273,124
+202,233
| +19% | +$12.2M | 2.9% | 6 |
|
|
2014
Q4 | $67M | Sell |
1,070,891
-43,715
| -4% | -$2.74M | 3.09% | 7 |
|
|
2014
Q3 | $67.1M | Sell |
1,114,606
-37,844
| -3% | -$2.28M | 2.71% | 10 |
|
|
2014
Q2 | $66.4M | Buy |
1,152,450
+102,203
| +10% | +$5.89M | 2.64% | 10 |
|
|
2014
Q1 | $63.8M | Buy |
1,050,247
+305,198
| +41% | +$18.5M | 2.65% | 9 |
|
|
2013
Q4 | $43.6M | Buy |
+745,049
| New | +$43.6M | 1.83% | 17 |
|