Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s JPMorgan Chase JPM Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$28.4M Sell
96,697
-5,335
-5% -$1.62M 0.07% 135
2025
Q4 		$32.9M Sell
102,032
-35,655
-26% -$11M 0.08% 106
2025
Q3 		$43.4M Sell
137,687
-61,241
-31% -$18.2M 0.12% 87
2025
Q2 		$57.7M Sell
198,928
-40,731
-17% -$10.4M 0.17% 57
2025
Q1 		$58.8M Buy
239,659
+29,350
+14% +$7.48M 0.19% 53
2024
Q4 		$50.4M Sell
210,309
-132,169
-39% -$30.8M 0.16% 64
2024
Q3 		$72.2M Sell
342,478
-39,749
-10% -$8.37M 0.23% 47
2024
Q2 		$77.3M Sell
382,227
-13,072
-3% -$2.56M 0.26% 48
2024
Q1 		$79.2M Sell
395,299
-96,837
-20% -$17.5M 0.29% 45
2023
Q4 		$83.7M Sell
492,136
-50,724
-9% -$7.69M 0.37% 49
2023
Q3 		$78.7M Buy
542,860
+16,370
+3% +$2.45M 0.37% 52
2023
Q2 		$76.6M Buy
526,490
+122,647
+30% +$16.9M 0.35% 50
2023
Q1 		$52.6M Buy
403,843
+91,900
+29% +$12.6M 0.27% 71
2022
Q4 		$41.8M Buy
311,943
+244,190
+360% +$30.9M 0.22% 85
2022
Q3 		$7.08M Buy
67,753
+5,800
+9% +$666K 0.04% 284
2022
Q2 		$6.98M Buy
61,953
+54,800
+766% +$6.79M 0.04% 304
2022
Q1 		$975K Sell
7,153
-6,361
-47% -$939K ﹤0.01% 532
2021
Q4 		$2.14M Buy
13,514
+1,100
+9% +$181K 0.01% 453
2021
Q3 		$2.03M Sell
12,414
-221
-2% -$34.6K 0.01% 452
2021
Q2 		$1.97M Sell
12,635
-12,639
-50% -$1.99M 0.01% 468
2021
Q1 		$3.85M Sell
25,274
-32,118
-56% -$4.62M 0.02% 369
2020
Q4 		$7.29M Sell
57,392
-1,103
-2% -$123K 0.04% 240
2020
Q3 		$5.63M Buy
58,495
+10,702
+22% +$1.05M 0.04% 220
2020
Q2 		$4.5M Buy
47,793
+24,974
+109% +$2.37M 0.03% 261
2020
Q1 		$2.05M Buy
+22,819
New +$2.77M 0.02% 382
2018
Q4 		– Sell
-87,693
Closed -$9.89M – 561
2018
Q3 		$9.89M Sell
87,693
-56,797
-39% -$6.45M 0.07% 153
2018
Q2 		$15.1M Sell
144,490
-117,170
-45% -$12.9M 0.11% 125
2018
Q1 		$28.8M Sell
261,660
-73,600
-22% -$8.33M 0.18% 87
2017
Q4 		$35.9M Sell
335,260
-328,100
-49% -$33.2M 0.21% 82
2017
Q3 		$63.4M Sell
663,360
-194,101
-23% -$17.9M 0.37% 63
2017
Q2 		$78.4M Sell
857,461
-29,838
-3% -$2.57M 0.43% 56
2017
Q1 		$77.9M Sell
887,299
-327,466
-27% -$28.9M 0.44% 57
2016
Q4 		$105M Sell
1,214,765
-411,367
-25% -$31.4M 0.57% 41
2016
Q3 		$108M Sell
1,626,132
-1,582,703
-49% -$103M 0.51% 44
2016
Q2 		$199M Sell
3,208,835
-189,563
-6% -$11.8M 0.82% 28
2016
Q1 		$201M Buy
3,398,398
+230,000
+7% +$13.4M 0.75% 34
2015
Q4 		$209M Buy
3,168,398
+890,887
+39% +$58M 0.75% 33
2015
Q3 		$139M Sell
2,277,511
-799,089
-26% -$52.3M 0.48% 44
2015
Q2 		$208M Sell
3,076,600
-472,151
-13% -$30.8M 0.67% 33
2015
Q1 		$215M Sell
3,548,751
-2,282,799
-39% -$135M 0.64% 40
2014
Q4 		$365M Buy
5,831,550
+121,143
+2% +$7.29M 0.98% 25
2014
Q3 		$344M Sell
5,710,407
-5,987,190
-51% -$350M 0.91% 28
2014
Q2 		$674M Buy
11,697,597
+3,499,195
+43% +$197M 1.83% 14
2014
Q1 		$498M Buy
8,198,402
+4,909,761
+149% +$284M 1.3% 21
2013
Q4 		$192M Buy
3,288,641
+675,181
+26% +$37M 0.47% 46
2013
Q3 		$135M Sell
2,613,460
-283,936
-10% -$15.2M 0.36% 52
2013
Q2 		$153M Buy
+2,897,396
New +$147M 0.4% 42

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s JPM Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) reduced its JPMorgan Chase (JPM) stake by 5.2% in Q1 2026, selling an estimated $1.62M and leaving 96,697 shares worth $28.4M. The position accounts for 0.07% of the portfolio, ranked #135.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in JPM in Q2 2013 and has held it in 47 quarters since. The position peaked at $674M in Q2 2014. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 96,697 shares of JPMorgan Chase worth $28.4M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 5,335 JPMorgan Chase shares in Q1 2026, an estimated $1.62M.
  • JPMorgan Chase made up 0.07% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #135 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in JPMorgan Chase in Q2 2013 and has held it in 47 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s JPMorgan Chase position peaked at $674M in Q2 2014.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.