D.E. Shaw & Co
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D.E. Shaw & Co’s JPMorgan Chase JPM Stock Holding History

D.E. Shaw & Co’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
2026
Q1 		$294M Sell
999,000
-223,500
-18% -$67.8M 0.18% 111
2025
Q4 		$394M Buy
1,222,500
+37,300
+3% +$11.5M 0.22% 91
2025
Q3 		$374M Sell
1,185,200
-196,400
-14% -$58.4M 0.21% 96
2025
Q2 		$401M Buy
1,381,600
+275,500
+25% +$70.3M 0.28% 60
2025
Q1 		$271M Buy
1,106,100
+9,700
+0.9% +$2.47M 0.24% 72
2024
Q4 		$263M Sell
1,096,400
-755,400
-41% -$176M 0.19% 102
2024
Q3 		$390M Buy
1,851,800
+426,400
+30% +$89.8M 0.34% 42
2024
Q2 		$288M Sell
1,425,400
-166,400
-10% -$32.5M 0.27% 67
2024
Q1 		$319M Buy
1,591,800
+7,100
+0.4% +$1.28M 0.27% 65
2023
Q4 		$270M Buy
1,584,700
+213,800
+16% +$32.4M 0.24% 74
2023
Q3 		$199M Sell
1,370,900
-138,400
-9% -$20.7M 0.21% 91
2023
Q2 		$220M Buy
1,509,300
+789,400
+110% +$109M 0.22% 80
2023
Q1 		$93.8M Sell
719,900
-621,700
-46% -$85.2M 0.1% 235
2022
Q4 		$180M Buy
1,341,600
+708,900
+112% +$89.8M 0.2% 85
2022
Q3 		$66.1M Buy
632,700
+163,600
+35% +$18.8M 0.08% 286
2022
Q2 		$52.8M Sell
469,100
-104,800
-18% -$13M 0.06% 375
2022
Q1 		$78.2M Sell
573,900
-288,100
-33% -$42.5M 0.07% 312
2021
Q4 		$136M Sell
862,000
-394,600
-31% -$64.8M 0.11% 188
2021
Q3 		$206M Buy
1,256,600
+507,700
+68% +$79.6M 0.19% 89
2021
Q2 		$116M Buy
748,900
+93,800
+14% +$14.7M 0.1% 227
2021
Q1 		$99.7M Sell
655,100
-520,200
-44% -$74.8M 0.1% 242
2020
Q4 		$149M Buy
1,175,300
+249,100
+27% +$27.8M 0.13% 159
2020
Q3 		$89.2M Buy
926,200
+572,800
+162% +$56.2M 0.09% 252
2020
Q2 		$33.2M Sell
353,400
-178,000
-33% -$16.9M 0.04% 526
2020
Q1 		$47.8M Sell
531,400
-1,004,100
-65% -$122M 0.07% 296
2019
Q4 		$214M Buy
1,535,500
+493,700
+47% +$63.3M 0.24% 74
2019
Q3 		$123M Buy
1,041,800
+476,500
+84% +$53.9M 0.15% 141
2019
Q2 		$63.2M Sell
565,300
-295,500
-34% -$32.6M 0.08% 310
2019
Q1 		$87.1M Buy
860,800
+365,100
+74% +$37.6M 0.11% 215
2018
Q4 		$48.4M Sell
495,700
-458,800
-48% -$48.9M 0.07% 357
2018
Q3 		$108M Buy
954,500
+141,100
+17% +$16M 0.13% 183
2018
Q2 		$84.8M Buy
813,400
+252,300
+45% +$27.7M 0.11% 216
2018
Q1 		$61.7M Sell
561,100
-506,600
-47% -$57.4M 0.08% 289
2017
Q4 		$114M Sell
1,067,700
-209,500
-16% -$21.2M 0.16% 163
2017
Q3 		$122M Sell
1,277,200
-331,100
-21% -$30.5M 0.19% 122
2017
Q2 		$147M Buy
1,608,300
+566,000
+54% +$48.8M 0.24% 80
2017
Q1 		$91.6M Sell
1,042,300
-988,900
-49% -$87.2M 0.16% 145
2016
Q4 		$175M Buy
2,031,200
+425,000
+26% +$32.4M 0.3% 56
2016
Q3 		$107M Buy
1,606,200
+56,600
+4% +$3.69M 0.19% 109
2016
Q2 		$96.3M Buy
1,549,600
+560,900
+57% +$35M 0.18% 125
2016
Q1 		$58.6M Sell
988,700
-608,300
-38% -$35.5M 0.11% 232
2015
Q4 		$105M Buy
1,597,000
+335,900
+27% +$21.9M 0.16% 150
2015
Q3 		$76.9M Sell
1,261,100
-20,100
-2% -$1.32M 0.11% 213
2015
Q2 		$86.8M Buy
1,281,200
+301,300
+31% +$19.7M 0.13% 175
2015
Q1 		$59.4M Sell
979,900
-68,100
-6% -$4.03M 0.09% 253
2014
Q4 		$65.6M Sell
1,048,000
-935,500
-47% -$56.3M 0.08% 278
2014
Q3 		$119M Buy
1,983,500
+337,500
+21% +$19.7M 0.15% 137
2014
Q2 		$94.8M Buy
1,646,000
+561,200
+52% +$31.6M 0.13% 175
2014
Q1 		$65.9M Sell
1,084,800
-619,600
-36% -$35.8M 0.09% 231
2013
Q4 		$99.7M Sell
1,704,400
-589,100
-26% -$32.3M 0.14% 144
2013
Q3 		$119M Sell
2,293,500
-745,900
-25% -$40M 0.19% 93
2013
Q2 		$160M Buy
+3,039,400
New +$155M 0.3% 49

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.E. Shaw & Co's JPM Position: Q1 2026 in Review

D.E. Shaw & Co increased its JPMorgan Chase (JPM) stake by 725% in Q1 2026, buying an estimated $922M and bringing the position to 3,458,040 shares worth $1.02B. The position accounts for 0.61% of the portfolio, ranked #14.

D.E. Shaw & Co first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • D.E. Shaw & Co held 3,458,040 shares of JPMorgan Chase worth $1.02B as of Q1 2026.
  • D.E. Shaw & Co bought 3,038,807 JPMorgan Chase shares in Q1 2026, an estimated $922M.
  • JPMorgan Chase made up 0.61% of D.E. Shaw & Co's portfolio in Q1 2026, its #14 holding.
  • D.E. Shaw & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.