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Neville Rodie & Shaw’s JPMorgan Chase JPM Stock Holding History

Neville Rodie & Shaw’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
Q2 		$42.1M Sell
128,730
-1,712
-1% -$532K 2.73% 8
2026
Q1 		$38.4M Sell
130,442
-1,017
-0.8% -$309K 2.79% 7
2025
Q4 		$42.4M Sell
131,459
-1,934
-1% -$599K 2.99% 7
2025
Q3 		$42.1M Buy
133,393
+1,864
+1% +$554K 3.04% 6
2025
Q2 		$38.1M Sell
131,529
-3,193
-2% -$815K 2.83% 7
2025
Q1 		$33M Sell
134,722
-6,459
-5% -$1.65M 2.59% 8
2024
Q4 		$33.8M Buy
141,181
+4,181
+3% +$974K 2.47% 7
2024
Q3 		$28.9M Sell
137,000
-6,898
-5% -$1.45M 2.13% 11
2024
Q2 		$29.1M Sell
143,898
-821
-0.6% -$161K 2.21% 10
2024
Q1 		$29M Buy
144,719
+2,625
+2% +$474K 2.21% 10
2023
Q4 		$24.2M Buy
142,094
+3,552
+3% +$538K 1.98% 12
2023
Q3 		$20.1M Sell
138,542
-344
-0.2% -$51.6K 1.79% 15
2023
Q2 		$20.2M Sell
138,886
-651
-0.5% -$89.5K 1.74% 15
2023
Q1 		$18.2M Sell
139,537
-3,079
-2% -$422K 1.65% 15
2022
Q4 		$19.1M Buy
142,616
+5,151
+4% +$653K 1.8% 14
2022
Q3 		$14.4M Sell
137,465
-10,796
-7% -$1.24M 1.41% 23
2022
Q2 		$16.7M Sell
148,261
-4,047
-3% -$501K 1.49% 18
2022
Q1 		$20.6M Buy
152,308
+3,515
+2% +$519K 1.53% 16
2021
Q4 		$23.6M Buy
148,793
+1,700
+1% +$279K 1.67% 14
2021
Q3 		$24.1M Buy
147,093
+2,055
+1% +$322K 1.87% 11
2021
Q2 		$22.6M Sell
145,038
-859
-0.6% -$135K 1.74% 13
2021
Q1 		$22.2M Buy
145,897
+6,790
+5% +$977K 1.84% 12
2020
Q4 		$17.7M Sell
139,107
-6,261
-4% -$700K 1.53% 18
2020
Q3 		$14M Buy
145,368
+3,555
+3% +$349K 1.32% 22
2020
Q2 		$13.3M Sell
141,813
-27,821
-16% -$2.64M 1.38% 19
2020
Q1 		$15.3M Sell
169,634
-1,311
-0.8% -$159K 1.86% 12
2019
Q4 		$23.8M Buy
170,945
+3,065
+2% +$393K 2.34% 7
2019
Q3 		$19.8M Buy
167,880
+3,060
+2% +$346K 2.09% 11
2019
Q2 		$18.4M Buy
164,820
+7,259
+5% +$800K 1.95% 9
2019
Q1 		$15.9M Sell
157,561
-22,095
-12% -$2.28M 1.69% 13
2018
Q4 		$17.5M Sell
179,656
-16,655
-8% -$1.77M 2.13% 8
2018
Q3 		$22.2M Sell
196,311
-833
-0.4% -$94.6K 2.19% 6
2018
Q2 		$20.5M Buy
197,144
+14,780
+8% +$1.62M 2.17% 5
2018
Q1 		$20.1M Buy
182,364
+34,177
+23% +$3.87M 2.21% 5
2017
Q4 		$15.8M Buy
148,187
+16,044
+12% +$1.62M 1.67% 9
2017
Q3 		$12.6M Buy
132,143
+13,515
+11% +$1.25M 1.41% 17
2017
Q2 		$10.8M Buy
118,628
+292
+0.2% +$25.2K 1.24% 22
2017
Q1 		$10.4M Buy
118,336
+1,334
+1% +$118K 1.19% 24
2016
Q4 		$10.1M Sell
117,002
-175
-0.1% -$13.3K 1.19% 24
2016
Q3 		$7.8M Sell
117,177
-614
-0.5% -$40K 0.92% 31
2016
Q2 		$7.32M Sell
117,791
-1,950
-2% -$122K 0.88% 33
2016
Q1 		$7.09M Sell
119,741
-3,514
-3% -$205K 0.86% 32
2015
Q4 		$8.14M Sell
123,255
-1,400
-1% -$91.2K 0.98% 31
2015
Q3 		$7.6M Sell
124,655
-2,180
-2% -$143K 0.93% 28
2015
Q2 		$8.59M Buy
126,835
+164
+0.1% +$10.7K 0.94% 28
2015
Q1 		$7.67M Sell
126,671
-2,876
-2% -$170K 0.8% 36
2014
Q4 		$8.11M Sell
129,547
-4,358
-3% -$262K 0.82% 35
2014
Q3 		$8.07M Sell
133,905
-73
-0.1% -$4.27K 0.8% 36
2014
Q2 		$7.72M Sell
133,978
-1,315
-1% -$73.9K 0.78% 39
2014
Q1 		$8.21M Buy
135,293
+2,556
+2% +$148K 0.89% 31
2013
Q4 		$7.76M Buy
132,737
+75
+0.1% +$4.11K 0.84% 33
2013
Q3 		$6.86M Buy
132,662
+4,378
+3% +$235K 0.8% 36
2013
Q2 		$6.77M Buy
+128,284
New +$6.52M 0.82% 34

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Neville Rodie & Shaw's JPM Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $532K and leaving 128,730 shares worth $42.1M. The position accounts for 2.73% of the portfolio, ranked #8.

Neville Rodie & Shaw first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $42.4M in Q4 2025. 2,106 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Neville Rodie & Shaw held 128,730 shares of JPMorgan Chase worth $42.1M as of Q2 2026.
  • Neville Rodie & Shaw sold 1,712 JPMorgan Chase shares in Q2 2026, an estimated $532K.
  • JPMorgan Chase made up 2.73% of Neville Rodie & Shaw's portfolio in Q2 2026, its #8 holding.
  • Neville Rodie & Shaw first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Neville Rodie & Shaw's JPMorgan Chase position peaked at $42.4M in Q4 2025.
  • 2,106 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.