Tom Russo's JPM Position Overview
Tom Russo (via Gardner Russo & Quinn LLC) currently holds 545,030 shares of JPMorgan Chase & Co. (JPM) worth $171.92 M, representing 1.84% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Tom Russo has maintained a strategic position in JPM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 3.82 M shares. Largest reduction occurred in Q1 2021, reducing 511,309 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Russo's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Tom Russo
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2017 | +2,000 | New Buy | 2,000 | $107.00 |
| Q3 2018 | +9,520 | Add 476.00% | 11,520 | $112.85 |
| Q4 2018 | +480 | Add 4.17% | 12,000 | $97.58 |
| Q1 2019 | +77 | Add 0.64% | 12,077 | $101.27 |
| Q2 2019 | +71 | Add 0.59% | 12,148 | $111.79 |
| Q3 2019 | -1,830 | Reduce 15.06% | 10,318 | $117.66 |
| Q4 2019 | +59 | Add 0.57% | 10,377 | $139.44 |
| Q1 2020 | +3.82 M | Add 36846.41% | 3.83 M | $90.03 |
| Q2 2020 | -214,813 | Reduce 5.60% | 3.62 M | $94.06 |
| Q3 2020 | +157,261 | Add 4.35% | 3.78 M | $96.27 |
| Q4 2020 | -185,273 | Reduce 4.91% | 3.59 M | $127.07 |
| Q1 2021 | -511,309 | Reduce 14.24% | 3.08 M | $152.23 |
| Q2 2021 | -291,655 | Reduce 9.47% | 2.79 M | $155.54 |
| Q3 2021 | -272,731 | Reduce 9.78% | 2.52 M | $163.69 |
| Q4 2021 | -171,152 | Reduce 6.80% | 2.34 M | $158.35 |
| Q1 2022 | -211,225 | Reduce 9.01% | 2.13 M | $136.32 |
| Q2 2022 | -178,540 | Reduce 8.37% | 1.95 M | $112.61 |
| Q3 2022 | -25,928 | Reduce 1.33% | 1.93 M | $104.50 |
| Q4 2022 | -84,500 | Reduce 4.38% | 1.84 M | $134.10 |
| Q1 2023 | -25,205 | Reduce 1.37% | 1.82 M | $130.31 |
| Q2 2023 | +294,058 | Add 16.17% | 2.11 M | $145.44 |
| Q3 2023 | -14,492 | Reduce 0.69% | 2.1 M | $145.02 |
| Q4 2023 | -75,056 | Reduce 3.58% | 2.02 M | $170.10 |
| Q1 2024 | -312,875 | Reduce 15.46% | 1.71 M | $200.30 |
| Q2 2024 | -217,659 | Reduce 12.72% | 1.49 M | $202.26 |
| Q3 2024 | -52,128 | Reduce 3.49% | 1.44 M | $210.86 |
| Q4 2024 | -178,998 | Reduce 12.42% | 1.26 M | $239.71 |
| Q1 2025 | -218,355 | Reduce 17.31% | 1.04 M | $245.30 |
| Q2 2025 | -469,654 | Reduce 45.01% | 573,700 | $289.91 |
| Q3 2025 | -28,670 | Reduce 5.00% | 545,030 | $315.43 |
Tom Russo's JPMorgan Chase & Co Investment FAQs
Tom Russo first purchased JPMorgan Chase & Co. (JPM) in Q4 2017, acquiring 2,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo has held JPMorgan Chase & Co. (JPM) for 32 quarters since Q4 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo's largest addition to JPMorgan Chase & Co. (JPM) was in Q1 2020, adding 3,833,929 shares worth $345.17 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 545,030 shares of JPMorgan Chase & Co. (JPM), valued at approximately $171.92 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 1.84% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo's peak holding in JPMorgan Chase & Co. (JPM) was 3,833,929 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.