Current position

Tom Russo’s JPMorgan Chase (JPM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gardner Russo & Quinn · formerly Gardner Russo & GardnerVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2007Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares3.83MHighest verified quarter-end share count
Quarters reported48Verified quarters with shares above zero
What happened?

Gardner Russo & Quinn · formerly Gardner Russo & Gardner first reported JPMorgan Chase in Q1 2007. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gardner Russo & Quinn · formerly Gardner Russo & Gardner currently reports 24.72K shares. The latest verified filing showed: Sold 83.4% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 83.4% of the position−124.08K shares · 24.72K shares remained
Filing context

Quarter-end price $327.33 · Estimated holding basis $98.08

Q1 2026
Sold 71.9% of the position−380.02K shares · 148.80K shares remained
Filing context

Quarter-end price $294.16 · Estimated holding basis $98.08

Q4 2025
Sold 3.0% of the position−16.21K shares · 528.82K shares remained
Filing context

Quarter-end price $322.22 · Estimated holding basis $98.08

Q3 2025
Sold 5.0% of the position−28.67K shares · 545.03K shares remained
Filing context

Quarter-end price $315.43 · Estimated holding basis $98.08

Q2 2025
Sold 45.0% of the position−469.65K shares · 573.70K shares remained
Filing context

Quarter-end price $289.91 · Estimated holding basis $98.08

Q1 2025
Sold 17.3% of the position−218.36K shares · 1.04M shares remained
Filing context

Quarter-end price $245.30 · Estimated holding basis $98.08

5 unchanged quarters are collapsed by default.

Portfolio importance

How important is JPMorgan Chase in Gardner Russo & Quinn · formerly Gardner Russo & Gardner’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.1%Q2 2026
Current rank#25of 85 reported positions
Peak portfolio weight4.3%Q1 2021
Best historical rank#11Q2 2020
At peak importanceQ1 2021
JPM
4.3%
Largest holding
11.6%
Cross-investor discovery

Who else owns JPMorgan Chase?

Also reported by 3 other tracked investors in their latest verified filings.

George SorosSoros Fund Management
JPM0.5% of reported portfolio
Joel GreenblattGotham Asset Management
JPM0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
JPM0.0% of reported portfolio
Explore JPMorgan Chase across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$356.232026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$327.33Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$98.08Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

View JPMorgan Chase stock page →

This tracker follows the current SEC filer, Gardner Russo & Quinn LLC (formerly Gardner Russo & Gardner), not Tom Russo’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.