Compagnie Lombard Odier SCmA’s JPMorgan Chase JPM Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-300	Closed	-$3.89K	–	443
2025 Q3	$3.89K	Buy	+300	New	+$89.2K	﹤0.01%	420
2020 Q4	–	Sell	-9,000	Closed	-$4K	–	587
2020 Q3	$4K	Hold	9,000	–	–	﹤0.01%	500
2020 Q2	$13K	Buy	+9,000	New	+$854K	﹤0.01%	468
2018 Q4	–	Sell	-9,000	Closed	-$90K	–	582
2018 Q3	$90K	Buy	9,000 +2,000	+29%	+$227K	﹤0.01%	361
2018 Q2	$50K	Hold	7,000	–	–	﹤0.01%	435
2018 Q1	$79K	Buy	+7,000	New	+$793K	﹤0.01%	398

Other funds holding JPM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Compagnie Lombard Odier SCmA's JPM Position: Q2 2026 in Review

Compagnie Lombard Odier SCmA increased its JPMorgan Chase (JPM) stake by 38% in Q2 2026, buying an estimated $79.9M and bringing the position to 927,953 shares worth $304M. The position accounts for 3.28% of the portfolio, ranked #9.

Compagnie Lombard Odier SCmA first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $304M in Q3 2025. 2,673 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Compagnie Lombard Odier SCmA held 927,953 shares of JPMorgan Chase worth $304M as of Q2 2026.
Compagnie Lombard Odier SCmA bought 257,250 JPMorgan Chase shares in Q2 2026, an estimated $79.9M.
JPMorgan Chase made up 3.28% of Compagnie Lombard Odier SCmA's portfolio in Q2 2026, its #9 holding.
Compagnie Lombard Odier SCmA first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
Compagnie Lombard Odier SCmA's JPMorgan Chase position peaked at $304M in Q3 2025.
2,673 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q2 2026, filed 29 Jul 2026.