Position in JPM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$60,722,333
+$10,245,654 QoQ
Shares Held
185,508
+8.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#540
of 5,057 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lazard Freres Gestion S.A.S. holds $111,542,922 across 4 Banks - Diversified names. JPM ranks #1 (54.4% of the industry book) .
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,722,333 | 185,508 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $50,476,679 | 171,596 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $54,800,599 | 170,072 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $56,966,973 | 180,601 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $50,893,990 | 175,551 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $44,604,616 | 181,837 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $389,528 | 1,625 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $342,647 | 1,625 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $442,342 | 2,187 | Shares | Other | 2024-07-29 | |
| 2024-03-31 | $386,979 | 1,932 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $301,927 | 1,775 | Shares | Other | 2024-02-08 | |
| 2023-06-30 | $271,100 | 1,864 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $235 | 2,163 | Shares | Other | 2023-05-09 | |
| 2021-12-31 | $886,443 | 5,598 | Shares | Other | 2022-01-20 | |
| 2021-09-30 | $212,797 | 1,300 | Shares | Other | 2021-11-04 | |
| 2021-03-31 | $264,727 | 1,739 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $220,974 | 1,739 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||