Lazard Frères Gestion’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 | $50.9M | Sell |
175,551
-6,286
| -3% | -$1.82M | 1.06% | 31 |
|
|
2025
Q1 | $44.6M | Buy |
181,837
+180,212
| +11,090% | +$44.2M | 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% | +$50.7K | 0.01% | 77 |
|
|
2024
Q1 | $386K | Buy |
1,932
+157
| +9% | +$31.4K | 0.01% | 70 |
|
|
2023
Q4 | $302K | Buy |
+1,775
| New | +$302K | 0.01% | 72 |
|
|
2023
Q3 | – | Sell |
-1,864
| Closed | -$267K | – | 83 |
|
|
2023
Q2 | $267K | Sell |
1,864
-299
| -14% | -$42.8K | 0.01% | 75 |
|
|
2023
Q1 | $235K | Buy |
+2,163
| New | +$235K | 0.01% | 78 |
|
|
2022
Q1 | – | Sell |
-5,598
| Closed | -$428K | – | 71 |
|
|
2021
Q4 | $428K | Buy |
5,598
+4,298
| +331% | +$329K | 0.01% | 57 |
|
|
2021
Q3 | $215K | Buy |
+1,300
| New | +$215K | 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 | +$218K | 0.01% | 86 |
|