Cyrus J. Lawrence’s JPMorgan Chase JPM Stock Holding History

Cyrus J. Lawrence’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 Q1	$847K	Sell	3,456 -53,892	-94%	-$13.7M	3.21%	10
2024 Q4	$13.7M	Sell	57,348 -112	-0.2%	-$26.1K	2.66%	14
2024 Q3	$12.1M	Buy	57,460 +437	+0.8%	+$92K	2.38%	15
2024 Q2	$11.5M	Sell	57,023 -234	-0.4%	-$45.7K	2.34%	16
2024 Q1	$11.5M	Buy	+57,257	New	+$10.3M	2.54%	13
2023 Q3	$8.47M	Buy	58,392 +310	+0.5%	+$46.5K	2.32%	14
2023 Q2	$8.45M	Buy	58,082 +1,038	+2%	+$143K	1.83%	17
2023 Q1	$7.43M	Sell	57,044 -90	-0.2%	-$12.3K	2.16%	20
2022 Q4	$7.66M	Sell	57,134 -354	-0.6%	-$44.9K	2.29%	18
2022 Q3	$6.01M	Sell	57,488 -256	-0.4%	-$29.4K	1.18%	29
2022 Q2	$6.5M	Sell	57,744 -28,520	-33%	-$3.53M	1.87%	23
2022 Q1	$11.8M	Buy	+86,264	New	+$12.7M	2.69%	11

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cyrus J. Lawrence's JPM Position: Q1 2025 in Review

Cyrus J. Lawrence reduced its JPMorgan Chase (JPM) stake by 94% in Q1 2025, selling an estimated $13.7M and leaving 3,456 shares worth $847K. The position accounts for 3.21% of the portfolio, ranked #10.

Cyrus J. Lawrence first reported a position in JPM in Q1 2022 and has held it in 12 quarters since. The position peaked at $13.7M in Q4 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

Cyrus J. Lawrence held 3,456 shares of JPMorgan Chase worth $847K as of Q1 2025.
Cyrus J. Lawrence sold 53,892 JPMorgan Chase shares in Q1 2025, an estimated $13.7M.
JPMorgan Chase made up 3.21% of Cyrus J. Lawrence's portfolio in Q1 2025, its #10 holding.
Cyrus J. Lawrence first reported a position in JPMorgan Chase in Q1 2022 and has held it in 12 quarters since.
Cyrus J. Lawrence's JPMorgan Chase position peaked at $13.7M in Q4 2024.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.