Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$156,617,583
+$33,918,742 QoQ
Shares Held
478,470
+14.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#314
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $1,627,201,552 across 17 Banks - Diversified names. JPM ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
10,817,203 | $616,364,226 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
1,619,440 | $234,187,216 | |
| 3 | C |
Citigroup Inc
|
1,470,723 | $205,842,391 | |
| 4 | JPM |
Jpmorgan Chase & Co
This page
|
478,470 | $156,617,583 | |
| 5 | SAN |
Banco Santander, S.A.
|
8,200,758 | $113,170,460 | |
| 6 | RY |
Royal Bank Of Canada
|
469,423 | $97,156,478 | |
| 7 | TD |
Toronto Dominion Bank
|
593,563 | $72,076,355 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
420,313 | $34,734,666 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,617,583 | 478,470 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $122,698,841 | 417,116 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $98,216,199 | 304,811 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $97,175,464 | 308,073 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $55,376,287 | 191,012 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $47,437,584 | 193,386 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $84,102,491 | 350,851 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $45,538,166 | 215,964 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $51,557,488 | 254,907 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $61,321,042 | 306,146 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $53,155,909 | 312,498 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $44,640,200 | 307,821 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $48,468,896 | 333,257 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $43,976,495 | 337,476 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $71,365,336 | 532,180 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $39,158,761 | 374,725 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $43,097,195 | 382,712 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $52,278,855 | 383,501 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $96,131,116 | 607,080 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $642,186,969 | 3,923,190 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $592,117,137 | 3,806,848 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $585,633,680 | 3,847,032 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $497,738,270 | 3,917,040 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $374,524,474 | 3,890,355 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $366,681,433 | 3,898,378 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $213,541,166 | 2,371,889 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||