Schroder Investment Management Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.86B | Sell |
6,540,446
-73,502
| -1% | -$22.3M | 1.52% | 10 |
|
|
2025
Q4 | $2.13B | Buy |
6,613,948
+215,818
| +3% | +$66.8M | 1.62% | 10 |
|
|
2025
Q3 | $2.02B | Sell |
6,398,130
-90,986
| -1% | -$27.1M | 1.58% | 10 |
|
|
2025
Q2 | $1.88B | Buy |
6,489,116
+585,152
| +10% | +$149M | 1.59% | 11 |
|
|
2025
Q1 | $1.43B | Sell |
5,903,964
-234,844
| -4% | -$59.9M | 1.45% | 10 |
|
|
2024
Q4 | $1.47B | Buy |
6,138,808
+390,413
| +7% | +$90.9M | 1.41% | 10 |
|
|
2024
Q3 | $1.21B | Buy |
5,748,395
+39,754
| +0.7% | +$8.37M | 1.24% | 11 |
|
|
2024
Q2 | $1.15B | Buy |
5,708,641
+461,494
| +9% | +$90.2M | 1.27% | 11 |
|
|
2024
Q1 | $1.05B | Buy |
5,247,147
+142,816
| +3% | +$25.8M | 1.24% | 12 |
|
|
2023
Q4 | $868M | Buy |
5,104,331
+124,811
| +3% | +$18.9M | 1.13% | 15 |
|
|
2023
Q3 | $722M | Buy |
4,979,520
+426,452
| +9% | +$63.9M | 1.07% | 14 |
|
|
2023
Q2 | $662M | Buy |
4,553,068
+42,355
| +0.9% | +$5.83M | 0.95% | 15 |
|
|
2023
Q1 | $588M | Sell |
4,510,713
-1,135,353
| -20% | -$156M | 0.87% | 19 |
|
|
2022
Q4 | $757M | Buy |
5,646,066
+339,850
| +6% | +$43.1M | 1.2% | 11 |
|
|
2022
Q3 | $555M | Sell |
5,306,216
-269,796
| -5% | -$31M | 0.92% | 18 |
|
|
2022
Q2 | $643M | Sell |
5,576,012
-244,792
| -4% | -$30.3M | 0.98% | 12 |
|
|
2022
Q1 | $818M | Buy |
5,820,804
+427,338
| +8% | +$63.1M | 1.08% | 11 |
|
|
2021
Q4 | $854M | Buy |
5,393,466
+952,346
| +21% | +$156M | 1.12% | 13 |
|
|
2021
Q3 | $727M | Sell |
4,441,120
-1,200,248
| -21% | -$188M | 1.12% | 12 |
|
|
2021
Q2 | $877M | Buy |
5,641,368
+509,277
| +10% | +$80M | 1.1% | 12 |
|
|
2021
Q1 | $781M | Sell |
5,132,091
-182,733
| -3% | -$26.3M | 1.01% | 17 |
|
|
2020
Q4 | $675M | Buy |
5,314,824
+617,847
| +13% | +$69.1M | 0.95% | 19 |
|
|
2020
Q3 | $460M | Buy |
4,696,977
+414,502
| +10% | +$40.7M | 0.74% | 22 |
|
|
2020
Q2 | $403M | Sell |
4,282,475
-472,380
| -10% | -$44.8M | 0.73% | 23 |
|
|
2020
Q1 | $425M | Sell |
4,754,855
-522,310
| -10% | -$63.5M | 0.91% | 17 |
|
|
2019
Q4 | $736M | Sell |
5,277,165
-609,001
| -10% | -$78.1M | 1.2% | 7 |
|
|
2019
Q3 | $693M | Sell |
5,886,166
-633,446
| -10% | -$71.6M | 1.22% | 5 |
|
|
2019
Q2 | $729M | Sell |
6,519,612
-443,249
| -6% | -$48.9M | 1.33% | 4 |
|
|
2019
Q1 | $705M | Buy |
6,962,861
+587,158
| +9% | +$60.5M | 1.25% | 6 |
|
|
2018
Q4 | $622K | Buy |
6,375,703
+927,142
| +17% | +$98.8M | 1.13% | 8 |
|
|
2018
Q3 | $615M | Sell |
5,448,561
-628,192
| -10% | -$71.3M | 1.06% | 12 |
|
|
2018
Q2 | $638M | Sell |
6,076,753
-291,830
| -5% | -$32M | 1.12% | 8 |
|
|
2018
Q1 | $700M | Sell |
6,368,583
-544,617
| -8% | -$61.7M | 1.21% | 4 |
|
|
2017
Q4 | $739M | Sell |
6,913,200
-428,140
| -6% | -$43.3M | 1.21% | 5 |
|
|
2017
Q3 | $700M | Sell |
7,341,340
-796,353
| -10% | -$73.4M | 1.22% | 4 |
|
|
2017
Q2 | $742M | Buy |
8,137,693
+135,939
| +2% | +$11.7M | 1.34% | 4 |
|
|
2017
Q1 | $712M | Sell |
8,001,754
-6,174
| -0.1% | -$545K | 1.28% | 6 |
|
|
2016
Q4 | $691M | Sell |
8,007,928
-2,653,924
| -25% | -$202M | 1.32% | 6 |
|
|
2016
Q3 | $710M | Sell |
10,661,852
-82,541
| -0.8% | -$5.38M | 1.33% | 4 |
|
|
2016
Q2 | $668M | Buy |
10,744,393
+78,223
| +0.7% | +$4.89M | 1.34% | 3 |
|
|
2016
Q1 | $637M | Sell |
10,666,170
-592,104
| -5% | -$34.6M | 1.32% | 6 |
|
|
2015
Q4 | $743M | Sell |
11,258,274
-404,192
| -3% | -$26.3M | 1.53% | 4 |
|
|
2015
Q3 | $711M | Sell |
11,662,466
-161,943
| -1% | -$10.6M | 1.5% | 4 |
|
|
2015
Q2 | $795M | Sell |
11,824,409
-639,096
| -5% | -$41.7M | 1.56% | 3 |
|
|
2015
Q1 | $742M | Buy |
12,463,505
+1,017,993
| +9% | +$60.3M | 1.45% | 3 |
|
|
2014
Q4 | $716M | Buy |
11,445,512
+1,722,464
| +18% | +$104M | 1.41% | 2 |
|
|
2014
Q3 | $586M | Sell |
9,723,048
-363,859
| -4% | -$21.3M | 0.78% | 22 |
|
|
2014
Q2 | $581M | Buy |
10,086,907
+1,315,550
| +15% | +$74M | 0.72% | 22 |
|
|
2014
Q1 | $533M | Buy |
8,771,357
+1,045,410
| +14% | +$60.4M | 0.6% | 34 |
|
|
2013
Q4 | $452M | Sell |
7,725,947
-1,288,385
| -14% | -$70.6M | 0.56% | 32 |
|
|
2013
Q3 | $466M | Buy |
9,014,332
+1,305,712
| +17% | +$70M | 1.13% | 6 |
|
|
2013
Q2 | $407M | Buy |
+7,708,620
| New | +$392M | 1.08% | 8 |
|
Other funds holding JPM
VCM
VPM
Schroder Investment Management Group's JPM Position: Q1 2026 in Review
Schroder Investment Management Group reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $22.3M and leaving 6,540,446 shares worth $1.86B. The position accounts for 1.52% of the portfolio, ranked #10.
Schroder Investment Management Group first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.13B in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Schroder Investment Management Group held 6,540,446 shares of JPMorgan Chase worth $1.86B as of Q1 2026.
- Schroder Investment Management Group sold 73,502 JPMorgan Chase shares in Q1 2026, an estimated $22.3M.
- JPMorgan Chase made up 1.52% of Schroder Investment Management Group's portfolio in Q1 2026, its #10 holding.
- Schroder Investment Management Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Schroder Investment Management Group's JPMorgan Chase position peaked at $2.13B in Q4 2025.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.