Harris Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Sell |
5,815
-120
| -2% | -$36.4K | ﹤0.01% | 119 |
|
|
2025
Q4 | $1.91M | Buy |
5,935
+230
| +4% | +$71.2K | ﹤0.01% | 119 |
|
|
2025
Q3 | $1.8M | Sell |
5,705
-99
| -2% | -$29.4K | ﹤0.01% | 115 |
|
|
2025
Q2 | $1.68M | Buy |
5,804
+916
| +19% | +$234K | ﹤0.01% | 114 |
|
|
2025
Q1 | $1.2M | Buy |
4,888
+49
| +1% | +$12.5K | ﹤0.01% | 121 |
|
|
2024
Q4 | $1.16M | Sell |
4,839
-136
| -3% | -$31.7K | ﹤0.01% | 125 |
|
|
2024
Q3 | $1.05M | Sell |
4,975
-14
| -0.3% | -$2.95K | ﹤0.01% | 118 |
|
|
2024
Q2 | $1.01M | Buy |
4,989
+69
| +1% | +$13.5K | ﹤0.01% | 109 |
|
|
2024
Q1 | $985K | Sell |
4,920
-255
| -5% | -$46K | ﹤0.01% | 113 |
|
|
2023
Q4 | $880K | Hold |
5,175
| – | – | ﹤0.01% | 117 |
|
|
2023
Q3 | $750K | Hold |
5,175
| – | – | ﹤0.01% | 122 |
|
|
2023
Q2 | $753K | Sell |
5,175
-1,300
| -20% | -$179K | ﹤0.01% | 127 |
|
|
2023
Q1 | $844K | Buy |
6,475
+1,300
| +25% | +$178K | ﹤0.01% | 130 |
|
|
2022
Q4 | $694K | Hold |
5,175
| – | – | ﹤0.01% | 131 |
|
|
2022
Q3 | $541K | Hold |
5,175
| – | – | ﹤0.01% | 133 |
|
|
2022
Q2 | $583K | Sell |
5,175
-162
| -3% | -$20.1K | ﹤0.01% | 134 |
|
|
2022
Q1 | $728K | Hold |
5,337
| – | – | ﹤0.01% | 136 |
|
|
2021
Q4 | $845K | Hold |
5,337
| – | – | ﹤0.01% | 135 |
|
|
2021
Q3 | $874K | Hold |
5,337
| – | – | ﹤0.01% | 133 |
|
|
2021
Q2 | $830K | Hold |
5,337
| – | – | ﹤0.01% | 126 |
|
|
2021
Q1 | $812K | Sell |
5,337
-800
| -13% | -$115K | ﹤0.01% | 123 |
|
|
2020
Q4 | $780K | Sell |
6,137
-15,000
| -71% | -$1.68M | ﹤0.01% | 127 |
|
|
2020
Q3 | $2.04M | Hold |
21,137
| – | – | 0.01% | 124 |
|
|
2020
Q2 | $1.99M | Hold |
21,137
| – | – | ﹤0.01% | 122 |
|
|
2020
Q1 | $1.9M | Sell |
21,137
-16,215
| -43% | -$1.97M | 0.01% | 117 |
|
|
2019
Q4 | $5.21M | Hold |
37,352
| – | – | 0.01% | 118 |
|
|
2019
Q3 | $4.4M | Sell |
37,352
-864
| -2% | -$97.7K | 0.01% | 117 |
|
|
2019
Q2 | $4.27M | Sell |
38,216
-936
| -2% | -$103K | 0.01% | 117 |
|
|
2019
Q1 | $3.96M | Sell |
39,152
-422
| -1% | -$43.5K | 0.01% | 116 |
|
|
2018
Q4 | $3.86M | Hold |
39,574
| – | – | 0.01% | 114 |
|
|
2018
Q3 | $4.47M | Sell |
39,574
-422,170
| -91% | -$47.9M | 0.01% | 113 |
|
|
2018
Q2 | $48.1M | Sell |
461,744
-285,408
| -38% | -$31.3M | 0.08% | 100 |
|
|
2018
Q1 | $82.2M | Sell |
747,152
-2,781,015
| -79% | -$315M | 0.14% | 93 |
|
|
2017
Q4 | $377M | Sell |
3,528,167
-7,476,612
| -68% | -$757M | 0.62% | 55 |
|
|
2017
Q3 | $1.05B | Sell |
11,004,779
-1,337,498
| -11% | -$123M | 1.77% | 15 |
|
|
2017
Q2 | $1.13B | Sell |
12,342,277
-278,853
| -2% | -$24.1M | 2.03% | 14 |
|
|
2017
Q1 | $1.11B | Sell |
12,621,130
-5,314,690
| -30% | -$469M | 2.03% | 13 |
|
|
2016
Q4 | $1.55B | Sell |
17,935,820
-6,499,015
| -27% | -$496M | 2.98% | 8 |
|
|
2016
Q3 | $1.63B | Sell |
24,434,835
-1,770,712
| -7% | -$115M | 3.22% | 7 |
|
|
2016
Q2 | $1.63B | Sell |
26,205,547
-2,944,922
| -10% | -$184M | 3.28% | 5 |
|
|
2016
Q1 | $1.73B | Sell |
29,150,469
-2,796,888
| -9% | -$163M | 3.25% | 6 |
|
|
2015
Q4 | $2.11B | Sell |
31,947,357
-344,832
| -1% | -$22.5M | 3.57% | 4 |
|
|
2015
Q3 | $1.97B | Sell |
32,292,189
-85,484
| -0.3% | -$5.6M | 3.44% | 5 |
|
|
2015
Q2 | $2.19B | Sell |
32,377,673
-19,138
| -0.1% | -$1.25M | 3.5% | 4 |
|
|
2015
Q1 | $1.96B | Buy |
32,396,811
+476,084
| +1% | +$28.2M | 3.1% | 9 |
|
|
2014
Q4 | $2B | Buy |
31,920,727
+498,462
| +2% | +$30M | 3.1% | 7 |
|
|
2014
Q3 | $1.89B | Buy |
31,422,265
+1,664,545
| +6% | +$97.3M | 3.11% | 6 |
|
|
2014
Q2 | $1.71B | Buy |
29,757,720
+2,463,412
| +9% | +$138M | 2.89% | 8 |
|
|
2014
Q1 | $1.66B | Sell |
27,294,308
-156,420
| -0.6% | -$9.04M | 2.97% | 8 |
|
|
2013
Q4 | $1.61B | Buy |
27,450,728
+509,638
| +2% | +$27.9M | 2.87% | 8 |
|
|
2013
Q3 | $1.39B | Buy |
26,941,090
+1,402,851
| +5% | +$75.2M | 2.71% | 8 |
|
|
2013
Q2 | $1.35B | Buy |
+25,538,239
| New | +$1.3B | 2.83% | 4 |
|
Other funds holding JPM
VCM
VPM
Harris Associates's JPM Position: Q1 2026 in Review
Harris Associates reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $36.4K and leaving 5,815 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #119.
Harris Associates first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.19B in Q2 2015. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Harris Associates held 5,815 shares of JPMorgan Chase worth $1.71M as of Q1 2026.
- Harris Associates sold 120 JPMorgan Chase shares in Q1 2026, an estimated $36.4K.
- JPMorgan Chase made up ﹤0.01% of Harris Associates's portfolio in Q1 2026, its #119 holding.
- Harris Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Harris Associates's JPMorgan Chase position peaked at $2.19B in Q2 2015.
- 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Harris Associates's 13F filing for Q1 2026, filed 15 May 2026.