Andreas Halvorsen - Viking Global Investors
Holding/activity history for JPMorgan Chase & Co. (JPM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,704,018 | 2.23 | Add 41.87% | 0.66 | $294.16 | $795,413,935 | SEC |
| 2025 Q4 | 1,905,982 | 1.63 | Reduce 62.33% | 2.58 | $322.22 | $614,145,520 | SEC |
| 2025 Q3 | 5,059,060 | 4.14 | Add 25.16% | 0.83 | $315.43 | $1,595,779,296 | SEC |
| 2025 Q2 | 4,042,034 | 3.39 | Add 86.13% | 1.57 | $289.91 | $1,171,826,077 | SEC |
| 2025 Q1 | 2,171,648 | 1.69 | Reduce 70.91% | 4.11 | $245.30 | $532,705,254 | SEC |
| 2024 Q4 | 7,466,187 | 5.79 | Add 101.98% | 2.92 | $239.71 | $1,789,719,686 | SEC |
| 2024 Q3 | 3,696,535 | 2.84 | Add 22.82% | 0.53 | $210.86 | $779,451,370 | SEC |
| 2024 Q2 | 3,009,822 | 2.34 | Buy | 2.34 | $202.26 | $608,766,598 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | 0.07 | SEC | ||
| 2022 Q1 | 119,706 | 0.07 | Buy | 0.07 | $136.32 | $16,318,000 | SEC |
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | 0.40 | SEC | ||
| 2021 Q1 | 874,417 | 0.40 | Reduce 89.66% | 2.65 | $152.23 | $133,112,000 | SEC |
| 2020 Q4 | 8,459,075 | 2.96 | Reduce 10.50% | 0.35 | $127.07 | $1,074,895,000 | SEC |
| 2020 Q3 | 9,450,975 | 3.29 | Add 47.41% | 1.06 | $96.27 | $909,845,000 | SEC |
| 2020 Q2 | 6,411,486 | 2.61 | Add 56.94% | 0.95 | $94.06 | $603,064,000 | SEC |
| 2020 Q1 | 4,085,317 | 1.91 | Buy | 1.91 | $90.03 | $367,801,000 | SEC |
| 2017 Q2 | 0 | 0.00 | Sell 100.00% | 1.47 | SEC | ||
| 2017 Q1 | 3,695,553 | 1.47 | Buy | 1.47 | $87.84 | $324,617,000 | SEC |
| 2012 Q2 | 0 | 0.00 | Sell 100.00% | 0.95 | SEC | ||
| 2012 Q1 | 1,699,100 | 0.95 | Reduce 52.80% | 0.87 | $45.98 | $78,124,000 | SEC |
| 2011 Q4 | 3,599,800 | 1.64 | Buy | 1.64 | $33.25 | $119,693,000 | SEC |
| 2011 Q3 | 0 | 0.00 | Sell 100.00% | 4.88 | SEC | ||
| 2011 Q2 | 9,539,400 | 4.88 | Reduce 5.68% | 0.36 | $40.94 | $390,543,000 | SEC |
| 2011 Q1 | 10,114,100 | 6.39 | Add 437.67% | 5.20 | $46.10 | $466,260,000 | SEC |
| 2010 Q4 | 1,881,100 | 0.99 | Reduce 11.77% | 0.13 | $42.42 | $79,796,000 | SEC |
| 2010 Q3 | 2,132,100 | 1.14 | Add 3,495,145.90% | 1.14 | $38.07 | $81,169,000 | SEC |
| 2010 Q2 | 61 | 2.66 | Reduce 100.00% | 0.10 | $590.16 | $36,000 | SEC |
| 2010 Q1 | 5,939,500 | 0.10 | Reduce 27.00% | 1.37 | $44.75 | $265,792,000 | SEC |
| 2009 Q4 | 8,136,500 | 5.06 | Reduce 21.90% | 1.66 | $41.67 | $339,047,000 | SEC |
| 2009 Q3 | 10,418,300 | 7.59 | Add 20.85% | 1.31 | $43.82 | $456,529,000 | SEC |
| 2009 Q2 | 8,620,500 | 7.56 | Add 55.44% | 2.70 | $34.11 | $294,045,000 | SEC |
| 2009 Q1 | 5,545,700 | 5.96 | Add 72.33% | 2.50 | $26.58 | $147,404,000 | SEC |
| 2008 Q4 | 3,218,000 | 3.50 | Buy | 3.50 | $31.53 | $101,463,000 | SEC |
| 2004 Q3 | 0 | 0.00 | Sell 100.00% | 1.47 | SEC | ||
| 2004 Q2 | 411,800 | 1.47 | Buy | 1.47 | $38.77 | $15,965,000 | SEC |