Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$303,746,854
+$106,452,862 QoQ
Shares Held
927,953
+38.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#198
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Compagnie Lombard Odier SCmA holds $667,467,737 across 6 Banks - Diversified names. JPM ranks #1 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
927,953 | $303,746,854 | |
| 2 | UBS |
UBS Group AG
|
5,382,576 | $266,760,466 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,660,089 | $94,591,870 | |
| 4 | C |
Citigroup Inc
|
6,807 | $952,707 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,000 | $920,000 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,000 | $495,840 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,746,854 | 927,953 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $197,293,992 | 670,703 | Shares | Defined | 2026-04-15 | |
| 2025-12-31 | $235,769,339 | 731,703 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $304,113,947 | 964,125 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $295,672,249 | 1,019,876 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $247,502,057 | 1,008,977 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $235,883,028 | 984,035 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $197,223,893 | 935,331 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $191,671,890 | 947,651 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $188,830,620 | 942,739 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $138,716,719 | 815,501 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $112,859,494 | 778,234 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $102,595,411 | 705,414 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $94,475,009 | 725,002 | Shares | Defined | 2023-05-01 | |
| 2022-12-31 | $103,358,244 | 770,755 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $81,198,067 | 777,015 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $94,377,877 | 838,095 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $116,337,123 | 853,412 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $129,702,583 | 819,088 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $126,755,969 | 774,366 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $112,579,073 | 723,795 | Shares | Defined | 2021-07-15 | |
| 2021-03-31 | $100,004,758 | 656,932 | Shares | Defined | 2021-04-23 | |
| 2020-12-31 | $78,645,654 | 618,916 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $56,048,585 | 582,202 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $45,341,527 | 482,049 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $47,338,853 | 525,812 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||