JPMorgan Chase (JPM)Lazard Freres Gestion S.A.S. added to its stake +14K shares

186K

Shares reported · +14K vs prior quarter

1.1%

Disclosed portfolio weight

$60.7M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 6, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 12, 2024CongressDisclosed partial sale of JPM — reported range $1,001 - $15,000
2. Mar 27, 2026CongressDisclosed sale of JPM — reported range $15,001 - $50,000
3. Jun 22, 2026Insider · 2 days before an 8-KOfficer sold ~$1.81M of JPM shares in the open market
4. Jun 23, 2026Layoff notice · Plano, Collin CountyLayoff notice filed in TX: 244 employees
5. Jun 24, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 25, 2026, JPMorgan Chase & Co. ("JPMorganChase" or the “Firm”) announced that Doug Petno, 61, and Troy Rohrbaugh, 56, Co-CEOs of the Commercial & Investment Bank ("CIB"), have been elected Co-Presidents of the Firm, effective immediately. 1 In addition to their new roles, Mr. Petno will become sole CEO of the CIB, and Mr. Rohrbaugh will become CEO of Consumer & Community Banking ("CCB").”
6. Jul 14, 2026Company filing · Form 8-K · ResultsReported its results
7. Jul 21, 2026Company filing · Form 8-K · Bylaws or charterChanged its bylaws, charter or fiscal year
8. Jul 23, 2026CongressDisclosed partial sale of JPM — reported range $1,001 - $15,000

What came next

1. Aug 11, 2026InsiderOfficer sold ~$904K of JPM shares in the open market
2. Aug 20, 2026Congress · 1 personMembers of Congress: 2 sales
3. Sep 4, 2026Congress · 1 personMembers of Congress: 2 sales
4. Sep 10, 2026InsiderOfficer sold ~$882K of JPM shares in the open market

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for JPMorgan Chase

For JPMorgan Chase, OQRO holds 4 insider filings (SEC Form 4 or Form 144), 7 Congress trade reports and 187 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its JPM page.

How this filing works

• SEC Form 13F

Other disclosures at JPMorgan Chase

• Senate eFD periodic transaction reportOct 1, 2026
• Senate eFD periodic transaction reportOct 1, 2026
• House Clerk periodic transaction reportSep 17, 2026
• House Clerk periodic transaction reportSep 17, 2026
• SEC Form 144Sep 10, 2026
• SEC Form 4Sep 10, 2026

Everything OQRO holds on this company is on its JPM page.