Russell Investments Group
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Russell Investments Group’s JPMorgan Chase JPM Stock Holding History

Russell Investments Group’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 		$654M Buy
2,244,107
+182,260
+9% +$55.3M 0.7% 14
2025
Q4 		$665M Buy
2,061,847
+190,888
+10% +$59.1M 0.72% 13
2025
Q3 		$590M Buy
1,870,959
+185,694
+11% +$55.2M 0.67% 13
2025
Q2 		$488M Sell
1,685,265
-140,331
-8% -$35.8M 0.62% 15
2025
Q1 		$447M Sell
1,825,596
-44,732
-2% -$11.4M 0.61% 15
2024
Q4 		$448M Sell
1,870,328
-78,125
-4% -$18.2M 0.62% 16
2024
Q3 		$411M Buy
1,948,453
+181,094
+10% +$38.1M 0.59% 15
2024
Q2 		$357M Sell
1,767,359
-94,402
-5% -$18.5M 0.58% 15
2024
Q1 		$373M Buy
1,861,761
+84,173
+5% +$15.2M 0.59% 16
2023
Q4 		$302M Buy
1,777,588
+134,824
+8% +$20.4M 0.54% 18
2023
Q3 		$238M Sell
1,642,764
-56,351
-3% -$8.45M 0.47% 25
2023
Q2 		$247M Sell
1,699,115
-302,910
-15% -$41.7M 0.48% 23
2023
Q1 		$261M Buy
2,002,025
+226,364
+13% +$31M 0.51% 22
2022
Q4 		$238M Sell
1,775,661
-132,970
-7% -$16.8M 0.49% 25
2022
Q3 		$200M Sell
1,908,631
-144,142
-7% -$16.5M 0.44% 26
2022
Q2 		$231M Buy
2,052,773
+235,247
+13% +$29.1M 0.47% 24
2022
Q1 		$248M Sell
1,817,526
-97,973
-5% -$14.5M 0.43% 26
2021
Q4 		$303M Buy
1,915,499
+72,544
+4% +$11.9M 0.48% 20
2021
Q3 		$302M Sell
1,842,955
-37,144
-2% -$5.82M 0.51% 16
2021
Q2 		$292M Buy
1,880,099
+54,989
+3% +$8.64M 0.49% 20
2021
Q1 		$278M Buy
1,825,110
+28,412
+2% +$4.09M 0.49% 17
2020
Q4 		$227M Buy
1,796,698
+365,702
+26% +$40.9M 0.45% 25
2020
Q3 		$137M Sell
1,430,996
-412,467
-22% -$40.5M 0.3% 50
2020
Q2 		$173M Sell
1,843,463
-498,606
-21% -$47.3M 0.39% 33
2020
Q1 		$213M Sell
2,342,069
-350,704
-13% -$42.6M 0.55% 23
2019
Q4 		$375M Sell
2,692,773
-240,972
-8% -$30.9M 0.7% 15
2019
Q3 		$345M Sell
2,933,745
-587,947
-17% -$66.5M 0.67% 15
2019
Q2 		$391M Buy
3,521,692
+39,823
+1% +$4.39M 0.73% 16
2019
Q1 		$352M Buy
3,481,869
+908,917
+35% +$93.6M 0.65% 17
2018
Q4 		$251M Sell
2,572,952
-357,355
-12% -$38.1M 0.56% 20
2018
Q3 		$332M Sell
2,930,307
-444,572
-13% -$50.5M 0.63% 19
2018
Q2 		$353M Sell
3,374,879
-1,729,040
-34% -$190M 0.74% 14
2018
Q1 		$560M Sell
5,103,919
-36,829
-0.7% -$4.17M 0.95% 7
2017
Q4 		$554M Sell
5,140,748
-1,228,491
-19% -$124M 0.93% 6
2017
Q3 		$608M Buy
6,369,239
+71,450
+1% +$6.59M 1.04% 6
2017
Q2 		$576M Sell
6,297,789
-671,026
-10% -$57.9M 1.02% 5
2017
Q1 		$612M Sell
6,968,815
-649,747
-9% -$57.3M 1.12% 4
2016
Q4 		$654M Buy
+7,618,562
New +$581M 1.28% 2

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

Russell Investments Group's JPM Position: Q1 2026 in Review

Russell Investments Group increased its JPMorgan Chase (JPM) stake by 8.8% in Q1 2026, buying an estimated $55.3M and bringing the position to 2,244,107 shares worth $654M. The position accounts for 0.7% of the portfolio, ranked #14.

Russell Investments Group first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $665M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Russell Investments Group held 2,244,107 shares of JPMorgan Chase worth $654M as of Q1 2026.
  • Russell Investments Group bought 182,260 JPMorgan Chase shares in Q1 2026, an estimated $55.3M.
  • JPMorgan Chase made up 0.7% of Russell Investments Group's portfolio in Q1 2026, its #14 holding.
  • Russell Investments Group first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Russell Investments Group's JPMorgan Chase position peaked at $665M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.