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Lazard Frères Gestion’s JPMorgan Chase JPM Stock Holding History

Lazard Frères Gestion’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 		$50.5M Buy
171,596
+1,524
+0.9% +$463K 1% 34
2025
Q4 		$54.8M Sell
170,072
-10,529
-6% -$3.26M 0.99% 33
2025
Q3 		$57M Buy
180,601
+5,050
+3% +$1.5M 1.08% 29
2025
Q2 		$50.9M Sell
175,551
-6,286
-3% -$1.6M 1.06% 31
2025
Q1 		$44.6M Buy
181,837
+180,212
+11,090% +$45.9M 1.08% 32
2024
Q4 		$389K Hold
1,625
– – 0.01% 91
2024
Q3 		$342K Sell
1,625
-562
-26% -$118K 0.01% 91
2024
Q2 		$435K Buy
2,187
+255
+13% +$49.9K 0.01% 77
2024
Q1 		$386K Buy
1,932
+157
+9% +$28.3K 0.01% 70
2023
Q4 		$302K Buy
+1,775
New +$269K 0.01% 72
2023
Q3 		– Sell
-1,864
Closed -$267K – 83
2023
Q2 		$267K Sell
1,864
-299
-14% -$41.1K 0.01% 75
2023
Q1 		$235K Buy
+2,163
New +$296K 0.01% 78
2022
Q1 		– Sell
-5,598
Closed -$428K – 71
2021
Q4 		$428K Buy
5,598
+4,298
+331% +$706K 0.01% 57
2021
Q3 		$215K Buy
+1,300
New +$204K 0.01% 67
2021
Q2 		– Sell
-1,739
Closed -$229K – 76
2021
Q1 		$229K Hold
1,739
– – 0.01% 84
2020
Q4 		$218K Buy
+1,739
New +$194K 0.01% 86

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 Frères Gestion's JPM Position: Q1 2026 in Review

Lazard Frères Gestion increased its JPMorgan Chase (JPM) stake by 0.9% in Q1 2026, buying an estimated $463K and bringing the position to 171,596 shares worth $50.5M. The position accounts for 1% of the portfolio, ranked #34.

Lazard Frères Gestion first reported a position in JPM in Q4 2020 and has held it in 16 quarters since. The position peaked at $57M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Lazard Frères Gestion held 171,596 shares of JPMorgan Chase worth $50.5M as of Q1 2026.
  • Lazard Frères Gestion bought 1,524 JPMorgan Chase shares in Q1 2026, an estimated $463K.
  • JPMorgan Chase made up 1% of Lazard Frères Gestion's portfolio in Q1 2026, its #34 holding.
  • Lazard Frères Gestion first reported a position in JPMorgan Chase in Q4 2020 and has held it in 16 quarters since.
  • Lazard Frères Gestion's JPMorgan Chase position peaked at $57M in Q3 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lazard Frères Gestion's 13F filing for Q1 2026, filed 7 May 2026.