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Lombard Odier Asset Management (USA)’s JPMorgan Chase JPM Stock Holding History

Lombard Odier Asset Management (USA)’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 		$271K Buy
+922
New +$280K 0.03% 208
2024
Q2 		– Sell
-30,100
Closed -$6.03M – 333
2024
Q1 		$6.03M Buy
30,100
+3,100
+11% +$559K 0.15% 102
2023
Q4 		$4.59M Hold
27,000
– – 0.08% 138
2023
Q3 		$3.92M Hold
27,000
– – 0.09% 147
2023
Q2 		$3.93M Buy
+27,000
New +$3.71M 0.08% 146
2022
Q4 		– Sell
-52,339
Closed -$6.63M – 363
2022
Q3 		$5.47M Buy
52,339
+33,543
+178% +$3.85M 0.16% 122
2022
Q2 		$2.12M Buy
18,796
+17,046
+974% +$2.11M 0.08% 161
2022
Q1 		$239K Buy
+1,750
New +$258K 0.01% 257
2019
Q4 		– Sell
-25,850
Closed -$3.04M – 269
2019
Q3 		$3.04M Buy
+25,850
New +$2.92M 0.29% 97
2018
Q3 		– Sell
-40,199
Closed -$4.19M – 268
2018
Q2 		$4.19M Buy
40,199
+19,296
+92% +$2.12M 0.27% 118
2018
Q1 		$2.3M Buy
+20,903
New +$2.37M 0.17% 127
2017
Q3 		– Sell
-21,154
Closed -$1.93M – 232
2017
Q2 		$1.93M Buy
+21,154
New +$1.83M 0.15% 146
2016
Q3 		– Sell
-21,510
Closed -$1.34M – 260
2016
Q2 		$1.34M Sell
21,510
-33,490
-61% -$2.09M 0.16% 135
2016
Q1 		$3.26M Buy
+55,000
New +$3.21M 0.44% 89
2015
Q4 		– Sell
-80,608
Closed -$4.92M – 177
2015
Q3 		$4.92M Buy
80,608
+8,422
+12% +$552K 0.43% 85
2015
Q2 		$4.89M Buy
+72,186
New +$4.71M 0.35% 103

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

Lombard Odier Asset Management (USA)'s JPM Position: Q1 2026 in Review

Lombard Odier Asset Management (USA) opened a new position in JPMorgan Chase (JPM) in Q1 2026: 922 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #208 among its holdings. This is a return to the name: Lombard Odier Asset Management (USA) previously reported a position in JPM as recently as Q1 2024.

Lombard Odier Asset Management (USA) first reported a position in JPM in Q2 2015 and has held it in 16 quarters since. The position peaked at $6.03M in Q1 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Lombard Odier Asset Management (USA) held 922 shares of JPMorgan Chase worth $271K as of Q1 2026.
  • JPMorgan Chase was a new Lombard Odier Asset Management (USA) position in Q1 2026.
  • JPMorgan Chase made up 0.03% of Lombard Odier Asset Management (USA)'s portfolio in Q1 2026, its #208 holding.
  • Lombard Odier Asset Management (USA) first reported a position in JPMorgan Chase in Q2 2015 and has held it in 16 quarters since.
  • Lombard Odier Asset Management (USA)'s JPMorgan Chase position peaked at $6.03M in Q1 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2026, filed 15 May 2026.