Gardner Russo & Quinn’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.8M | Sell |
148,798
-380,019
| -72% | -$115M | 0.52% | 18 |
|
|
2025
Q4 | $170M | Sell |
528,817
-16,213
| -3% | -$5.02M | 1.84% | 15 |
|
|
2025
Q3 | $172M | Sell |
545,030
-28,670
| -5% | -$8.53M | 1.84% | 15 |
|
|
2025
Q2 | $166M | Sell |
573,700
-469,654
| -45% | -$120M | 1.77% | 15 |
|
|
2025
Q1 | $256M | Sell |
1,043,354
-218,355
| -17% | -$55.7M | 2.87% | 14 |
|
|
2024
Q4 | $302M | Sell |
1,261,709
-178,998
| -12% | -$41.7M | 3.42% | 12 |
|
|
2024
Q3 | $304M | Sell |
1,440,707
-52,128
| -3% | -$11M | 3.12% | 13 |
|
|
2024
Q2 | $302M | Sell |
1,492,835
-217,659
| -13% | -$42.6M | 3.19% | 13 |
|
|
2024
Q1 | $343M | Sell |
1,710,494
-312,875
| -15% | -$56.5M | 3.52% | 13 |
|
|
2023
Q4 | $344M | Sell |
2,023,369
-75,056
| -4% | -$11.4M | 3.51% | 13 |
|
|
2023
Q3 | $304M | Sell |
2,098,425
-14,492
| -0.7% | -$2.17M | 3.32% | 13 |
|
|
2023
Q2 | $307M | Buy |
2,112,917
+294,058
| +16% | +$40.4M | 3.04% | 13 |
|
|
2023
Q1 | $237M | Sell |
1,818,859
-25,205
| -1% | -$3.45M | 2.46% | 13 |
|
|
2022
Q4 | $247M | Sell |
1,844,064
-84,500
| -4% | -$10.7M | 2.73% | 14 |
|
|
2022
Q3 | $202M | Sell |
1,928,564
-25,928
| -1% | -$2.98M | 2.44% | 14 |
|
|
2022
Q2 | $220M | Sell |
1,954,492
-178,540
| -8% | -$22.1M | 2.46% | 12 |
|
|
2022
Q1 | $291M | Sell |
2,133,032
-211,225
| -9% | -$31.2M | 2.8% | 12 |
|
|
2021
Q4 | $371M | Sell |
2,344,257
-171,152
| -7% | -$28.1M | 3.31% | 12 |
|
|
2021
Q3 | $412M | Sell |
2,515,409
-272,731
| -10% | -$42.8M | 3.8% | 11 |
|
|
2021
Q2 | $434M | Sell |
2,788,140
-291,655
| -9% | -$45.8M | 3.66% | 12 |
|
|
2021
Q1 | $469M | Sell |
3,079,795
-511,309
| -14% | -$73.6M | 4.28% | 11 |
|
|
2020
Q4 | $456M | Sell |
3,591,104
-185,273
| -5% | -$20.7M | 4.14% | 11 |
|
|
2020
Q3 | $364M | Buy |
3,776,377
+157,261
| +4% | +$15.4M | 3.53% | 11 |
|
|
2020
Q2 | $340M | Sell |
3,619,116
-214,813
| -6% | -$20.4M | 3.46% | 11 |
|
|
2020
Q1 | $345M | Buy |
3,833,929
+3,823,552
| +36,846% | +$465M | 3.49% | 12 |
|
|
2019
Q4 | $1.45M | Buy |
10,377
+59
| +0.6% | +$7.57K | 0.01% | 54 |
|
|
2019
Q3 | $1.21M | Sell |
10,318
-1,830
| -15% | -$207K | 0.01% | 57 |
|
|
2019
Q2 | $1.36M | Buy |
12,148
+71
| +0.6% | +$7.83K | 0.01% | 54 |
|
|
2019
Q1 | $1.22M | Buy |
12,077
+77
| +0.6% | +$7.93K | 0.01% | 58 |
|
|
2018
Q4 | $1.17M | Buy |
12,000
+480
| +4% | +$51.1K | 0.01% | 55 |
|
|
2018
Q3 | $1.3M | Buy |
11,520
+9,520
| +476% | +$1.08M | 0.01% | 58 |
|
|
2018
Q2 | $208K | Hold |
2,000
| – | – | ﹤0.01% | 93 |
|
|
2018
Q1 | $220K | Hold |
2,000
| – | – | ﹤0.01% | 90 |
|
|
2017
Q4 | $214K | Buy |
+2,000
| New | +$203K | ﹤0.01% | 97 |
|
Other funds holding JPM
VCM
VPM
Gardner Russo & Quinn's JPM Position: Q1 2026 in Review
Gardner Russo & Quinn reduced its JPMorgan Chase (JPM) stake by 72% in Q1 2026, selling an estimated $115M and leaving 148,798 shares worth $43.8M. The position accounts for 0.52% of the portfolio, ranked #18.
Gardner Russo & Quinn first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $469M in Q1 2021. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Gardner Russo & Quinn held 148,798 shares of JPMorgan Chase worth $43.8M as of Q1 2026.
- Gardner Russo & Quinn sold 380,019 JPMorgan Chase shares in Q1 2026, an estimated $115M.
- JPMorgan Chase made up 0.52% of Gardner Russo & Quinn's portfolio in Q1 2026, its #18 holding.
- Gardner Russo & Quinn first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Gardner Russo & Quinn's JPMorgan Chase position peaked at $469M in Q1 2021.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Gardner Russo & Quinn's 13F filing for Q1 2026, filed 13 May 2026.