Andreas Halvorsen’s JPMorgan Chase JPM Stock Holding History

Andreas Halvorsen’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$949M	Buy	2,899,386 +195,368	+7%	+$60.7M	2.71%	9
2026 Q1	$795M	Buy	2,704,018 +798,036	+42%	+$242M	2.23%	15
2025 Q4	$614M	Sell	1,905,982 -3,153,078	-62%	-$976M	1.63%	22
2025 Q3	$1.6B	Buy	5,059,060 +1,017,026	+25%	+$302M	4.14%	2
2025 Q2	$1.17B	Buy	4,042,034 +1,870,386	+86%	+$477M	3.39%	4
2025 Q1	$533M	Sell	2,171,648 -5,294,539	-71%	-$1.35B	1.69%	23
2024 Q4	$1.79B	Buy	7,466,187 +3,769,652	+102%	+$878M	5.79%	1
2024 Q3	$779M	Buy	3,696,535 +686,713	+23%	+$145M	2.84%	13
2024 Q2	$609M	Buy	+3,009,822	New	+$588M	2.34%	16
2022 Q2	–	Sell	-119,706	Closed	-$16.3M	–	87
2022 Q1	$16.3M	Buy	+119,706	New	+$17.7M	0.07%	86
2021 Q2	–	Sell	-874,417	Closed	-$133M	–	101
2021 Q1	$133M	Sell	874,417 -7,584,658	-90%	-$1.09B	0.4%	59
2020 Q4	$1.07B	Sell	8,459,075 -991,900	-10%	-$111M	2.96%	8
2020 Q3	$910M	Buy	9,450,975 +3,039,489	+47%	+$298M	3.29%	8
2020 Q2	$603M	Buy	6,411,486 +2,326,169	+57%	+$221M	2.61%	11
2020 Q1	$368M	Buy	+4,085,317	New	+$496M	1.91%	18
2017 Q2	–	Sell	-3,695,553	Closed	-$325M	–	65
2017 Q1	$325M	Buy	+3,695,553	New	+$326M	1.43%	21

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Andreas Halvorsen's JPM Position: Q2 2026 in Review

Andreas Halvorsen increased its JPMorgan Chase (JPM) stake by 7.2% in Q2 2026, buying an estimated $60.7M and bringing the position to 2,899,386 shares worth $949M. The position accounts for 2.71% of the portfolio, ranked #9.

Andreas Halvorsen first reported a position in JPM in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.79B in Q4 2024. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Andreas Halvorsen held 2,899,386 shares of JPMorgan Chase worth $949M as of Q2 2026.
Andreas Halvorsen bought 195,368 JPMorgan Chase shares in Q2 2026, an estimated $60.7M.
JPMorgan Chase made up 2.71% of Andreas Halvorsen's portfolio in Q2 2026, its #9 holding.
Andreas Halvorsen first reported a position in JPMorgan Chase in Q1 2017 and has held it in 16 quarters since.
Andreas Halvorsen's JPMorgan Chase position peaked at $1.79B in Q4 2024.
5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Viking Global Investors's 13F filing for Q2 2026, filed 14 Aug 2026.