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	$27.7M	Sell	94,200 -2,300	-2%	-$698K	0.02%	951
2025 Q4	$31.1M	Sell	96,500 -22,800	-19%	-$7.06M	0.02%	975
2025 Q3	$37.6M	Buy	119,300 +45,600	+62%	+$13.6M	0.02%	802
2025 Q2	$21.4M	Sell	73,700 -153,900	-68%	-$39.3M	0.02%	998
2025 Q1	$55.8M	Sell	227,600 -111,400	-33%	-$28.4M	0.05%	441
2024 Q4	$81.3M	Sell	339,000 -145,000	-30%	-$33.8M	0.06%	391
2024 Q3	$102M	Buy	484,000 +197,900	+69%	+$41.7M	0.09%	267
2024 Q2	$57.9M	Sell	286,100 -107,000	-27%	-$20.9M	0.05%	413
2024 Q1	$78.7M	Sell	393,100 -420,900	-52%	-$75.9M	0.07%	332
2023 Q4	$138M	Buy	814,000 +49,100	+6%	+$7.44M	0.12%	193
2023 Q3	$111M	Sell	764,900 -202,600	-21%	-$30.4M	0.12%	194
2023 Q2	$141M	Sell	967,500 -167,800	-15%	-$23.1M	0.14%	156
2023 Q1	$148M	Sell	1,135,300 -834,900	-42%	-$114M	0.16%	127
2022 Q4	$264M	Buy	1,970,200 +233,800	+13%	+$29.6M	0.29%	42
2022 Q3	$181M	Buy	1,736,400 +346,900	+25%	+$39.8M	0.22%	76
2022 Q2	$156M	Buy	1,389,500 +715,800	+106%	+$88.7M	0.18%	86
2022 Q1	$91.8M	Sell	673,700 -58,100	-8%	-$8.58M	0.09%	263
2021 Q4	$116M	Buy	731,800 +110,400	+18%	+$18.1M	0.1%	227
2021 Q3	$102M	Sell	621,400 -193,000	-24%	-$30.3M	0.09%	250
2021 Q2	$127M	Buy	814,400 +72,200	+10%	+$11.3M	0.11%	204
2021 Q1	$113M	Sell	742,200 -606,000	-45%	-$87.2M	0.11%	214
2020 Q4	$171M	Sell	1,348,200 -55,100	-4%	-$6.16M	0.15%	127
2020 Q3	$135M	Buy	1,403,300 +480,100	+52%	+$47.1M	0.14%	160
2020 Q2	$86.8M	Buy	923,200 +121,200	+15%	+$11.5M	0.1%	216
2020 Q1	$72.2M	Sell	802,000 -406,400	-34%	-$49.4M	0.11%	200
2019 Q4	$168M	Buy	1,208,400 +350,900	+41%	+$45M	0.19%	104
2019 Q3	$101M	Sell	857,500 -12,300	-1%	-$1.39M	0.12%	180
2019 Q2	$97.2M	Buy	869,800 +439,500	+102%	+$48.5M	0.12%	201
2019 Q1	$43.6M	Sell	430,300 -620,200	-59%	-$63.9M	0.06%	422
2018 Q4	$103M	Buy	1,050,500 +588,900	+128%	+$62.7M	0.14%	165
2018 Q3	$52.1M	Buy	461,600 +63,100	+16%	+$7.16M	0.06%	387
2018 Q2	$41.5M	Sell	398,500 -245,900	-38%	-$27M	0.05%	430
2018 Q1	$70.9M	Sell	644,400 -532,300	-45%	-$60.3M	0.1%	251
2017 Q4	$126M	Sell	1,176,700 -27,500	-2%	-$2.78M	0.17%	135
2017 Q3	$115M	Sell	1,204,200 -515,100	-30%	-$47.5M	0.18%	132
2017 Q2	$157M	Buy	1,719,300 +506,800	+42%	+$43.7M	0.26%	73
2017 Q1	$107M	Buy	1,212,500 +666,600	+122%	+$58.8M	0.19%	116
2016 Q4	$47.1M	Buy	545,900 +45,600	+9%	+$3.48M	0.08%	315
2016 Q3	$33.3M	Sell	500,300 -77,600	-13%	-$5.06M	0.06%	414
2016 Q2	$35.9M	Sell	577,900 -163,900	-22%	-$10.2M	0.07%	354
2016 Q1	$43.9M	Sell	741,800 -606,300	-45%	-$35.4M	0.08%	296
2015 Q4	$89M	Sell	1,348,100 -870,100	-39%	-$56.7M	0.13%	173
2015 Q3	$135M	Buy	2,218,200 +796,700	+56%	+$52.2M	0.2%	106
2015 Q2	$96.3M	Buy	1,421,500 +103,900	+8%	+$6.78M	0.14%	154
2015 Q1	$79.8M	Sell	1,317,600 -341,300	-21%	-$20.2M	0.12%	182
2014 Q4	$104M	Sell	1,658,900 -952,700	-36%	-$57.3M	0.13%	166
2014 Q3	$157M	Buy	2,611,600 +656,700	+34%	+$38.4M	0.2%	89
2014 Q2	$113M	Buy	1,954,900 +539,700	+38%	+$30.3M	0.15%	135
2014 Q1	$85.9M	Sell	1,415,200 -775,400	-35%	-$44.8M	0.12%	169
2013 Q4	$128M	Buy	2,190,600 +173,900	+9%	+$9.53M	0.17%	104
2013 Q3	$104M	Buy	2,016,700 +63,800	+3%	+$3.42M	0.17%	118
2013 Q2	$103M	Buy	+1,952,900	New	+$99.3M	0.19%	97

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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. 5,050 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.
5,050 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.