Lombard Odier Asset Management (Switzerland)’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 | $33.6M | Buy |
115,819
+7,561
| +7% | +$2.19M | 1.69% | 10 |
|
2025
Q1 | $26.6M | Buy |
108,258
+38,850
| +56% | +$9.53M | 1.53% | 11 |
|
2024
Q4 | $16.6M | Sell |
69,408
-318
| -0.5% | -$76.2K | 1.24% | 11 |
|
2024
Q3 | $14.7M | Buy |
69,726
+5,883
| +9% | +$1.24M | 1.23% | 11 |
|
2024
Q2 | $12.9M | Sell |
63,843
-6,354
| -9% | -$1.29M | 1.31% | 10 |
|
2024
Q1 | $14.1M | Buy |
70,197
+40,664
| +138% | +$8.14M | 0.99% | 18 |
|
2023
Q4 | $5.02M | Buy |
29,533
+7,237
| +32% | +$1.23M | 0.67% | 47 |
|
2023
Q3 | $3.23M | Buy |
22,296
+473
| +2% | +$68.6K | 0.52% | 55 |
|
2023
Q2 | $3.17M | Buy |
21,823
+594
| +3% | +$86.4K | 0.45% | 57 |
|
2023
Q1 | $2.77M | Buy |
21,229
+2,254
| +12% | +$294K | 0.24% | 101 |
|
2022
Q4 | $2.54M | Buy |
18,975
+3,638
| +24% | +$488K | 0.2% | 102 |
|
2022
Q3 | $1.6M | Sell |
15,337
-1,586
| -9% | -$166K | 0.14% | 129 |
|
2022
Q2 | $1.91M | Sell |
16,923
-6,119
| -27% | -$689K | 0.16% | 117 |
|
2022
Q1 | $3.14M | Sell |
23,042
-5,506
| -19% | -$751K | 0.25% | 76 |
|
2021
Q4 | $4.52M | Buy |
28,548
+1,317
| +5% | +$209K | 0.29% | 69 |
|
2021
Q3 | $4.15M | Buy |
27,231
+4,100
| +18% | +$624K | 0.26% | 82 |
|
2021
Q2 | $3.6M | Buy |
23,131
+914
| +4% | +$142K | 0.18% | 89 |
|
2021
Q1 | $3.38M | Hold |
22,217
| – | – | 0.22% | 83 |
|
2020
Q4 | $2.82M | Sell |
22,217
-4,134
| -16% | -$525K | 0.32% | 50 |
|
2020
Q3 | $2.54M | Buy |
26,351
+8,151
| +45% | +$785K | 0.27% | 66 |
|
2020
Q2 | $1.71M | Sell |
18,200
-18,444
| -50% | -$1.73M | 0.27% | 65 |
|
2020
Q1 | $3.3M | Buy |
36,644
+834
| +2% | +$75.1K | 0.44% | 44 |
|
2019
Q4 | $4.99M | Buy |
35,810
+19,245
| +116% | +$2.68M | 0.47% | 49 |
|
2019
Q3 | $1.95M | Sell |
16,565
-78
| -0.5% | -$9.18K | 0.21% | 87 |
|
2019
Q2 | $1.86M | Buy |
16,643
+4,526
| +37% | +$506K | 0.19% | 101 |
|
2019
Q1 | $1.23M | Hold |
12,117
| – | – | 0.12% | 129 |
|
2018
Q4 | $1.18M | Sell |
12,117
-3,401
| -22% | -$332K | 0.13% | 124 |
|
2018
Q3 | $1.75M | Buy |
15,518
+5,409
| +54% | +$610K | 0.17% | 119 |
|
2018
Q2 | $1.05M | Sell |
10,109
-4,225
| -29% | -$440K | 0.11% | 171 |
|
2018
Q1 | $1.58M | Sell |
14,334
-284
| -2% | -$31.2K | 0.16% | 127 |
|
2017
Q4 | $1.56M | Hold |
14,618
| – | – | 0.15% | 146 |
|
2017
Q3 | $1.4M | Hold |
14,618
| – | – | 0.14% | 152 |
|
2017
Q2 | $1.34M | Hold |
14,618
| – | – | 0.15% | 141 |
|
2017
Q1 | $1.28M | Buy |
+14,618
| New | +$1.28M | 0.14% | 156 |
|
2016
Q3 | – | Sell |
-14,618
| Closed | -$908K | – | 197 |
|
2016
Q2 | $908K | Sell |
14,618
-3,396
| -19% | -$211K | 0.12% | 137 |
|
2016
Q1 | $1.07M | Hold |
18,014
| – | – | 0.13% | 134 |
|
2015
Q4 | $1.2M | Hold |
18,014
| – | – | 0.15% | 91 |
|
2015
Q3 | $1.1M | Sell |
18,014
-8,391
| -32% | -$514K | 0.1% | 83 |
|
2015
Q2 | $1.79M | Sell |
26,405
-1,473
| -5% | -$99.8K | 0.13% | 75 |
|
2015
Q1 | $1.7M | Sell |
27,878
-27,122
| -49% | -$1.65M | 0.19% | 81 |
|
2014
Q4 | $3.44M | Sell |
55,000
-432,560
| -89% | -$27.1M | 0.37% | 53 |
|
2014
Q3 | $29.5M | Buy |
487,560
+462,244
| +1,826% | +$28M | 0.76% | 21 |
|
2014
Q2 | $1.45M | Buy |
+25,316
| New | +$1.45M | 0.16% | 80 |
|