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
2024 Q2	–	Sell	-230,000	Closed	-$46.1M	–	334
2024 Q1	$46.1M	Hold	230,000	–	–	1.12%	24
2023 Q4	$39.1M	Hold	230,000	–	–	0.71%	41
2023 Q3	$33.4M	Sell	230,000 -100,000	-30%	-$15M	0.75%	35
2023 Q2	$48M	Buy	330,000 +230,000	+230%	+$31.6M	1.02%	23
2023 Q1	$13M	Buy	+100,000	New	+$13.7M	0.29%	66
2022 Q4	–	Sell	-100,000	Closed	-$10.4M	–	364
2022 Q3	$10.4M	Hold	100,000	–	–	0.3%	79
2022 Q2	$11.3M	Buy	+100,000	New	+$12.4M	0.43%	62
2021 Q1	–	Sell	-50,000	Closed	-$6.35M	–	356
2020 Q4	$6.35M	Buy	+50,000	New	+$5.59M	0.3%	80
2017 Q1	–	Sell	-90,000	Closed	-$7.77M	–	229
2016 Q4	$7.77M	Buy	+90,000	New	+$6.86M	0.99%	25

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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. 5,065 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.
5,065 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.