Lazard Asset Management
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Lazard Asset Management’s JPMorgan Chase JPM Stock Holding History

Lazard Asset Management’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
2026
Q1 		$123M Buy
417,116
+112,305
+37% +$34.1M 0.2% 113
2025
Q4 		$98.2M Sell
304,811
-3,262
-1% -$1.01M 0.17% 138
2025
Q3 		$96.7M Buy
308,073
+117,061
+61% +$34.8M 0.13% 143
2025
Q2 		$55.4M Sell
191,012
-2,374
-1% -$606K 0.08% 206
2025
Q1 		$47.4M Sell
193,386
-157,465
-45% -$40.1M 0.07% 190
2024
Q4 		$84.1M Buy
350,851
+134,887
+62% +$31.4M 0.12% 133
2024
Q3 		$45.5M Sell
215,964
-38,943
-15% -$8.2M 0.06% 216
2024
Q2 		$51.6M Sell
254,907
-51,239
-17% -$10M 0.06% 213
2024
Q1 		$61.3M Sell
306,146
-6,352
-2% -$1.15M 0.07% 197
2023
Q4 		$53.2M Buy
312,498
+4,677
+2% +$709K 0.07% 206
2023
Q3 		$44.6M Sell
307,821
-25,436
-8% -$3.81M 0.06% 225
2023
Q2 		$48.5M Sell
333,257
-4,219
-1% -$580K 0.06% 217
2023
Q1 		$44M Sell
337,476
-194,704
-37% -$26.7M 0.06% 246
2022
Q4 		$71.4M Buy
532,180
+157,455
+42% +$20M 0.1% 176
2022
Q3 		$39.2M Sell
374,725
-7,987
-2% -$917K 0.06% 260
2022
Q2 		$43.1M Sell
382,712
-789
-0.2% -$97.8K 0.06% 263
2022
Q1 		$52.3M Sell
383,501
-223,579
-37% -$33M 0.06% 258
2021
Q4 		$96.1M Sell
607,080
-3,316,110
-85% -$545M 0.1% 180
2021
Q3 		$642M Buy
3,923,190
+116,342
+3% +$18.2M 0.72% 32
2021
Q2 		$592M Sell
3,806,848
-40,184
-1% -$6.31M 0.66% 37
2021
Q1 		$586M Sell
3,847,032
-70,008
-2% -$10.1M 0.71% 35
2020
Q4 		$498M Buy
3,917,040
+26,685
+0.7% +$2.98M 0.63% 37
2020
Q3 		$375M Sell
3,890,355
-8,023
-0.2% -$788K 0.53% 48
2020
Q2 		$367M Buy
3,898,378
+1,526,489
+64% +$145M 0.56% 46
2020
Q1 		$214M Sell
2,371,889
-80,126
-3% -$9.73M 0.39% 60
2019
Q4 		$342M Buy
2,452,015
+996,774
+68% +$128M 0.49% 52
2019
Q3 		$171M Buy
1,455,241
+298,396
+26% +$33.8M 0.28% 89
2019
Q2 		$129M Buy
1,156,845
+658,737
+132% +$72.6M 0.21% 101
2019
Q1 		$50.4M Sell
498,108
-306,937
-38% -$31.6M 0.08% 169
2018
Q4 		$78.6M Sell
805,045
-222,136
-22% -$23.7M 0.14% 127
2018
Q3 		$116M Buy
1,027,181
+24,982
+2% +$2.84M 0.19% 109
2018
Q2 		$104M Sell
1,002,199
-1,188
-0.1% -$130K 0.18% 111
2018
Q1 		$110M Buy
1,003,387
+35,520
+4% +$4.02M 0.19% 104
2017
Q4 		$104M Sell
967,867
-11,527
-1% -$1.17M 0.18% 105
2017
Q3 		$93.5M Buy
979,394
+14,254
+1% +$1.31M 0.17% 109
2017
Q2 		$88.2M Sell
965,140
-199,612
-17% -$17.2M 0.17% 106
2017
Q1 		$102M Buy
1,164,752
+582,252
+100% +$51.4M 0.19% 90
2016
Q4 		$50.3M Buy
582,500
+94,450
+19% +$7.2M 0.1% 148
2016
Q3 		$32.5M Sell
488,050
-63,523
-12% -$4.14M 0.06% 188
2016
Q2 		$34.3M Buy
551,573
+124,361
+29% +$7.77M 0.07% 175
2016
Q1 		$25.3M Sell
427,212
-76,332
-15% -$4.46M 0.06% 209
2015
Q4 		$33.2M Sell
503,544
-20,374
-4% -$1.33M 0.08% 184
2015
Q3 		$31.9M Sell
523,918
-237,495
-31% -$15.6M 0.08% 178
2015
Q2 		$51.6M Sell
761,413
-46,017
-6% -$3M 0.11% 160
2015
Q1 		$48.9M Buy
807,430
+83,324
+12% +$4.93M 0.11% 164
2014
Q4 		$45.3M Sell
724,106
-45,338
-6% -$2.73M 0.1% 174
2014
Q3 		$46.3M Sell
769,444
-21,715
-3% -$1.27M 0.1% 170
2014
Q2 		$45.6M Buy
791,159
+6,094
+0.8% +$343K 0.1% 178
2014
Q1 		$47.7M Buy
785,065
+17,111
+2% +$989K 0.11% 171
2013
Q4 		$44.9M Sell
767,954
-26,367
-3% -$1.44M 0.1% 172
2013
Q3 		$41.1M Buy
794,321
+5,193
+0.7% +$279K 0.1% 176
2013
Q2 		$41.7M Buy
+789,128
New +$40.1M 0.1% 172

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lazard Asset Management's JPM Position: Q1 2026 in Review

Lazard Asset Management increased its JPMorgan Chase (JPM) stake by 37% in Q1 2026, buying an estimated $34.1M and bringing the position to 417,116 shares worth $123M. The position accounts for 0.2% of the portfolio, ranked #113.

Lazard Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $642M in Q3 2021. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Lazard Asset Management held 417,116 shares of JPMorgan Chase worth $123M as of Q1 2026.
  • Lazard Asset Management bought 112,305 JPMorgan Chase shares in Q1 2026, an estimated $34.1M.
  • JPMorgan Chase made up 0.2% of Lazard Asset Management's portfolio in Q1 2026, its #113 holding.
  • Lazard Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Lazard Asset Management's JPMorgan Chase position peaked at $642M in Q3 2021.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.