GMO (Jeremy Grantham) — JPM Trade History
Quarter-by-quarter changes in the JPMORGAN CHASE & CO position · CUSIP 46625H100
Currently held · 6.5 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 91,856 | -4,841 | -5.0% | $30.1M | 0.07% |
| 2026 Q1 | 2026-05-14 | Reduce | 96,697 | -5,335 | -5.2% | $28.4M | 0.07% |
| 2025 Q4 | 2026-02-17 | Reduce | 102,032 | -35,655 | -25.9% | $32.9M | 0.08% |
| 2025 Q3 | 2025-11-13 | Reduce | 137,687 | -61,241 | -30.8% | $43.4M | 0.12% |
| 2025 Q2 | 2025-08-13 | Reduce | 198,928 | -40,731 | -17.0% | $57.7M | 0.17% |
| 2025 Q1 | 2025-05-14 | Add | 239,659 | 29,350 | +14.0% | $58.8M | 0.18% |
| 2024 Q4 | 2025-02-13 | Reduce | 210,309 | -132,169 | -38.6% | $50.4M | 0.16% |
| 2024 Q3 | 2024-11-13 | Reduce | 342,478 | -39,749 | -10.4% | $72.2M | 0.23% |
| 2024 Q2 | 2024-08-13 | Reduce | 382,227 | -13,072 | -3.3% | $77.3M | 0.26% |
| 2024 Q1 | 2024-05-14 | Reduce | 395,299 | -96,837 | -19.7% | $79.2M | 0.29% |
| 2023 Q4 | 2024-02-13 | Reduce | 492,136 | -50,724 | -9.3% | $83.7M | 0.37% |
| 2023 Q3 | 2023-11-13 | Add | 542,860 | 16,370 | +3.1% | $78.7M | 0.37% |
| 2023 Q2 | 2023-08-14 | Add | 526,490 | 122,647 | +30.4% | $76.6M | 0.35% |
| 2023 Q1 | 2023-05-12 | Add | 403,843 | 91,900 | +29.5% | $52.6M | 0.27% |
| 2022 Q4 | 2023-02-13 | Add | 311,943 | 244,190 | +360.4% | $41.8M | 0.22% |
| 2022 Q3 | 2022-11-10 | Add | 67,753 | 5,800 | +9.4% | $7.1M | 0.04% |
| 2022 Q2 | 2022-08-12 | Add | 61,953 | 54,800 | +766.1% | $7.0M | 0.04% |
| 2022 Q1 | 2022-05-13 | Reduce | 7,153 | -6,361 | -47.1% | $975.0K | 0.01% |
| 2021 Q4 | 2022-02-11 | Add | 13,514 | 1,100 | +8.9% | $2.1M | 0.01% |
| 2021 Q3 | 2021-11-12 | Reduce | 12,414 | -221 | -1.7% | $2.0M | 0.01% |
| 2021 Q2 | 2021-08-12 | Reduce | 12,635 | -12,639 | -50.0% | $2.0M | 0.01% |
| 2021 Q1 | 2021-05-13 | Reduce | 25,274 | -32,118 | -56.0% | $3.8M | 0.02% |
| 2020 Q4 | 2021-02-12 | Reduce | 57,392 | -1,103 | -1.9% | $7.3M | 0.04% |
| 2020 Q3 | 2020-11-13 | Add | 58,495 | 10,702 | +22.4% | $5.6M | 0.04% |
| 2020 Q2 | 2020-08-13 | Add | 47,793 | 24,974 | +109.4% | $4.5M | 0.03% |
| 2020 Q1 | 2020-05-14 | New | 22,819 | 22,819 | — | $2.1M | 0.02% |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-14 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | Sold out | — | -87,693 | -100.0% | — | — |
| 2018 Q3 | 2018-11-14 | Reduce | 87,693 | -56,797 | -39.3% | $9.9M | 0.07% |
| 2018 Q2 | 2018-08-14 | Reduce | 144,490 | -117,170 | -44.8% | $15.1M | 0.11% |
| 2018 Q1 | 2018-05-15 | Reduce | 261,660 | -73,600 | -22.0% | $28.8M | 0.18% |
| 2017 Q4 | 2018-02-14 | Reduce | 335,260 | -328,100 | -49.5% | $35.9M | 0.21% |
| 2017 Q3 | 2017-11-14 | Reduce | 663,360 | -194,101 | -22.6% | $63.4M | 0.37% |
| 2017 Q2 | 2017-08-14 | Reduce | 857,461 | -29,838 | -3.4% | $78.4M | 0.43% |
| 2017 Q1 | 2017-05-15 | Reduce | 887,299 | -327,466 | -27.0% | $77.9M | 0.44% |
| 2016 Q4 | 2017-02-13 | Reduce | 1,214,765 | -411,367 | -25.3% | $104.8M | 0.56% |
| 2016 Q3 | 2016-11-10 | New | 1,626,132 | 1,626,132 | — | $108.3M | 0.51% |
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.