Gardner Russo & Quinn (Tom Russo) — JPM Trade History
Quarter-by-quarter changes in the J.P. Morgan Chase position · CUSIP 46625H100
Currently held · 8.8 YearsFirst seen: 2017 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 24,719 | -124,079 | -83.4% | $8.1M | 0.09% |
| 2026 Q1 | 2026-05-13 | Reduce | 148,798 | -380,019 | -71.9% | $43.8M | 0.52% |
| 2025 Q4 | 2026-02-12 | Reduce | 528,817 | -16,213 | -3.0% | $170.4M | 1.84% |
| 2025 Q3 | 2025-11-12 | Reduce | 545,030 | -28,670 | -5.0% | $171.9M | 1.84% |
| 2025 Q2 | 2025-08-13 | Reduce | 573,700 | -469,654 | -45.0% | $166.3M | 1.77% |
| 2025 Q1 | 2025-05-13 | Reduce | 1,043,354 | -218,355 | -17.3% | $255.9M | 2.87% |
| 2024 Q4 | 2025-02-12 | Reduce | 1,261,709 | -178,998 | -12.4% | $302.4M | 3.42% |
| 2024 Q3 | 2024-11-13 | Reduce | 1,440,707 | -52,128 | -3.5% | $303.8M | 3.12% |
| 2024 Q2 | 2024-08-13 | Reduce | 1,492,835 | -217,659 | -12.7% | $301.9M | 3.19% |
| 2024 Q1 | 2024-05-14 | Reduce | 1,710,494 | -312,875 | -15.5% | $342.6M | 3.52% |
| 2023 Q4 | 2024-02-13 | Reduce | 2,023,369 | -75,056 | -3.6% | $344.2M | 3.51% |
| 2023 Q3 | 2023-11-14 | Reduce | 2,098,425 | -14,492 | -0.7% | $304.3M | 3.32% |
| 2023 Q2 | 2023-08-11 | Add | 2,112,917 | 294,058 | +16.2% | $307.3M | 3.04% |
| 2023 Q1 | 2023-05-11 | Reduce | 1,818,859 | -25,205 | -1.4% | $237.0M | 2.46% |
| 2022 Q4 | 2023-02-13 | Reduce | 1,844,064 | -84,500 | -4.4% | $247.3M | 2.73% |
| 2022 Q3 | 2022-11-10 | Reduce | 1,928,564 | -25,928 | -1.3% | $201.5M | 2.44% |
| 2022 Q2 | 2022-08-04 | Reduce | 1,954,492 | -178,540 | -8.4% | $220.1M | 2.46% |
| 2022 Q1 | 2022-05-12 | Reduce | 2,133,032 | -211,225 | -9.0% | $290.8M | 2.80% |
| 2021 Q4 | 2022-02-10 | Reduce | 2,344,257 | -171,152 | -6.8% | $371.2M | 3.31% |
| 2021 Q3 | 2021-11-15 | Reduce | 2,515,409 | -272,731 | -9.8% | $411.7M | 3.79% |
| 2021 Q2 | 2021-08-12 | Reduce | 2,788,140 | -291,655 | -9.5% | $433.7M | 3.66% |
| 2021 Q1 | 2021-05-12 | Reduce | 3,079,795 | -511,309 | -14.2% | $468.8M | 4.28% |
| 2020 Q4 | 2021-02-11 | Reduce | 3,591,104 | -185,273 | -4.9% | $456.3M | 4.14% |
| 2020 Q3 | 2020-11-12 | Add | 3,776,377 | 157,261 | +4.3% | $363.6M | 3.53% |
| 2020 Q2 | 2020-08-14 | Reduce | 3,619,116 | -214,813 | -5.6% | $340.4M | 3.46% |
| 2020 Q1 | 2020-05-13 | Add | 3,833,929 | 3,823,552 | +36846.4% | $345.2M | 3.49% |
| 2019 Q4 | 2020-02-11 | Add | 10,377 | 59 | +0.6% | $1.4M | 0.01% |
| 2019 Q3 | 2019-11-13 | Reduce | 10,318 | -1,830 | -15.1% | $1.2M | 0.01% |
| 2019 Q2 | 2019-08-13 | Add | 12,148 | 71 | +0.6% | $1.4M | 0.01% |
| 2019 Q1 | 2019-05-15 | Add | 12,077 | 77 | +0.6% | $1.2M | 0.01% |
| 2018 Q4 | 2019-02-13 | Add | 12,000 | 480 | +4.2% | $1.2M | 0.01% |
| 2018 Q3 | 2018-11-13 | Add | 11,520 | 9,520 | +476.0% | $1.3M | 0.01% |
| 2018 Q2 | 2018-08-13 | Hold | 2,000 | — | 0.0% | $208.0K | 0.00% |
| 2018 Q1 | 2018-05-11 | Hold | 2,000 | — | 0.0% | $220.0K | 0.00% |
| 2017 Q4 | 2018-02-14 | New | 2,000 | 2,000 | — | $214.0K | 0.00% |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.