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 Q1	–	Sell	-68,500	Closed	-$5.03M	–	7849
2025 Q4	$5.03M	Hold	68,500	–	–	﹤0.01%	3309
2025 Q3	$4.9M	Buy	+68,500	New	+$4.93M	﹤0.01%	3382
2025 Q2	–	Sell	-100,000	Closed	-$7.33M	–	7581
2025 Q1	$7.33M	Sell	100,000 -8,300	-8%	-$559K	﹤0.01%	2823
2024 Q4	$6.78M	Sell	108,300 -7,300	-6%	-$478K	﹤0.01%	3067
2024 Q3	$7.62M	Buy	115,600 +83,300	+258%	+$5.9M	﹤0.01%	2852
2024 Q2	$2.33M	Buy	32,300 +29,500	+1,054%	+$2.11M	﹤0.01%	3646
2024 Q1	$188K	Buy	+2,800	New	+$179K	﹤0.01%	5390
2023 Q4	–	Sell	-4,900	Closed	-$315K	–	7839
2023 Q3	$315K	Sell	4,900 -183,100	-97%	-$11.4M	﹤0.01%	4756
2023 Q2	$11.4M	Buy	+188,000	New	+$11.3M	﹤0.01%	2190

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase's SHEL Position: Q1 2026 in Review

JP Morgan Chase increased its Shell (SHEL) stake by 61% in Q1 2026, buying an estimated $73M and bringing the position to 2,392,174 shares worth $222M. The position accounts for 0.01% of the portfolio, ranked #653.

JP Morgan Chase first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

JP Morgan Chase held 2,392,174 shares of Shell worth $222M as of Q1 2026.
JP Morgan Chase bought 902,847 Shell shares in Q1 2026, an estimated $73M.
Shell made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #653 holding.
JP Morgan Chase first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.