JP Morgan Chase
SHEL icon

JP Morgan Chase’s Shell SHEL Stock Holding History

JP Morgan Chase’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$152M Sell
1,980,468
-411,706
-17% -$35.5M 0.01% 860
2026
Q1 		$222M Buy
2,392,174
+902,847
+61% +$73M 0.01% 653
2025
Q4 		$109M Sell
1,489,327
-61,150
-4% -$4.5M 0.01% 902
2025
Q3 		$111M Sell
1,550,477
-100,487
-6% -$7.24M 0.01% 939
2025
Q2 		$116M Sell
1,650,964
-127,763
-7% -$8.56M 0.01% 871
2025
Q1 		$130M Sell
1,778,727
-209,960
-11% -$14.1M 0.01% 818
2024
Q4 		$125M Buy
1,988,687
+612,660
+45% +$40.2M 0.01% 829
2024
Q3 		$90.7M Sell
1,376,027
-109,684
-7% -$7.77M 0.01% 1001
2024
Q2 		$107M Buy
1,485,711
+84,325
+6% +$6.03M 0.01% 880
2024
Q1 		$93.9M Sell
1,401,386
-41,338
-3% -$2.65M 0.01% 964
2023
Q4 		$94.9M Buy
1,442,724
+30,261
+2% +$1.99M 0.01% 917
2023
Q3 		$90.9M Buy
1,412,463
+207,041
+17% +$12.9M 0.01% 846
2023
Q2 		$72.8M Sell
1,205,422
-479,051
-28% -$28.7M 0.01% 971
2023
Q1 		$96.9M Sell
1,684,473
-378,480
-18% -$22.3M 0.01% 800
2022
Q4 		$117M Sell
2,062,953
-318,660
-13% -$17.6M 0.02% 713
2022
Q3 		$119M Sell
2,381,613
-745,745
-24% -$38.4M 0.02% 657
2022
Q2 		$164M Sell
3,127,358
-101,462
-3% -$5.7M 0.02% 568
2022
Q1 		$177M Buy
+3,228,820
New +$171M 0.02% 604

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

JP Morgan Chase's SHEL Position: Q2 2026 in Review

JP Morgan Chase reduced its Shell (SHEL) stake by 17% in Q2 2026, selling an estimated $35.5M and leaving 1,980,468 shares worth $152M. The position accounts for 0.01% of the portfolio, ranked #860.

JP Morgan Chase first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $222M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • JP Morgan Chase held 1,980,468 shares of Shell worth $152M as of Q2 2026.
  • JP Morgan Chase sold 411,706 Shell shares in Q2 2026, an estimated $35.5M.
  • Shell made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #860 holding.
  • JP Morgan Chase first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • JP Morgan Chase's Shell position peaked at $222M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.