JP Morgan Chase
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JP Morgan Chase’s Biglari Holdings Class B BH Stock Holding History

JP Morgan Chase’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.83M Sell
12,308
-3,759
-23% -$1.41M ﹤0.01% 3571
2025
Q4 		$5.34M Sell
16,067
-16,589
-51% -$5.57M ﹤0.01% 3248
2025
Q3 		$10.6M Buy
32,656
+5,650
+21% +$1.72M ﹤0.01% 2668
2025
Q2 		$7.89M Sell
27,006
-370
-1% -$89.8K ﹤0.01% 2758
2025
Q1 		$5.93M Buy
27,376
+11,241
+70% +$2.56M ﹤0.01% 3005
2024
Q4 		$4.1M Buy
16,135
+15,290
+1,809% +$3.08M ﹤0.01% 3530
2024
Q3 		$145K Buy
845
+277
+49% +$50.4K ﹤0.01% 5543
2024
Q2 		$110K Sell
568
-1,336
-70% -$263K ﹤0.01% 5466
2024
Q1 		$361K Buy
1,904
+549
+41% +$92.7K ﹤0.01% 5001
2023
Q4 		$223K Buy
1,355
+553
+69% +$85.3K ﹤0.01% 5334
2023
Q3 		$133K Sell
802
-146
-15% -$27.5K ﹤0.01% 5319
2023
Q2 		$187K Buy
948
+161
+20% +$30.1K ﹤0.01% 5108
2023
Q1 		$133K Buy
787
+190
+32% +$31.4K ﹤0.01% 5294
2022
Q4 		$83K Buy
597
+44
+8% +$6.03K ﹤0.01% 5423
2022
Q3 		$64K Buy
553
+41
+8% +$5.13K ﹤0.01% 5459
2022
Q2 		$62K Sell
512
-516
-50% -$69.1K ﹤0.01% 5594
2022
Q1 		$149K Sell
1,028
-652
-39% -$87.5K ﹤0.01% 5325
2021
Q4 		$239K Buy
1,680
+1,045
+165% +$162K ﹤0.01% 5249
2021
Q3 		$109K Sell
635
-573
-47% -$96.4K ﹤0.01% 5526
2021
Q2 		$193K Sell
1,208
-1,641
-58% -$253K ﹤0.01% 5265
2021
Q1 		$379K Buy
2,849
+35
+1% +$4.4K ﹤0.01% 4842
2020
Q4 		$312K Buy
2,814
+2,335
+487% +$240K ﹤0.01% 4631
2020
Q3 		$43K Buy
479
+40
+9% +$3.28K ﹤0.01% 4983
2020
Q2 		$30K Hold
439
– – ﹤0.01% 4966
2020
Q1 		$23K Sell
439
-18
-4% -$1.77K ﹤0.01% 4912
2019
Q4 		$52K Buy
457
+27
+6% +$2.75K ﹤0.01% 5113
2019
Q3 		$47K Buy
430
+2
+0.5% +$198 ﹤0.01% 5201
2019
Q2 		$46K Sell
428
-3,964
-90% -$473K ﹤0.01% 5194
2019
Q1 		$621K Sell
4,392
-64
-1% -$8.41K ﹤0.01% 4087
2018
Q4 		$506K Buy
4,456
+175
+4% +$25.8K ﹤0.01% 4123
2018
Q3 		$777K Buy
4,281
+1,907
+80% +$365K ﹤0.01% 4054
2018
Q2 		$436K Buy
2,374
+1,973
+492% +$447K ﹤0.01% 4233
2018
Q1 		$109K Sell
401
-787
-66% -$218K ﹤0.01% 4567
2017
Q4 		$328K Buy
1,188
+351
+42% +$84.4K ﹤0.01% 4256
2017
Q3 		$189K Buy
837
+7
+0.8% +$1.58K ﹤0.01% 4121
2017
Q2 		$221K Buy
830
+38
+5% +$10.4K ﹤0.01% 3958
2017
Q1 		$228K Sell
792
-4,304
-84% -$1.26M ﹤0.01% 4022
2016
Q4 		$1.61M Buy
5,096
+3,132
+159% +$949K ﹤0.01% 3209
2016
Q3 		$571K Buy
+1,964
New +$560K ﹤0.01% 3353
2014
Q4 		– Sell
-9,882
Closed -$2.24M – 4223
2014
Q3 		$2.24M Sell
9,882
-33,620
-77% -$8.4M ﹤0.01% 2853
2014
Q2 		$11.4M Sell
43,502
-8,388
-16% -$2.26M ﹤0.01% 1687
2014
Q1 		$15.7M Sell
51,890
-10,037
-16% -$2.89M ﹤0.01% 1474
2013
Q4 		$19.4M Sell
61,927
-1,943
-3% -$549K 0.01% 1341
2013
Q3 		$16.3M Buy
63,870
+3,484
+6% +$877K ﹤0.01% 1444
2013
Q2 		$14.2M Buy
+60,386
New +$13.7M ﹤0.01% 1451

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase's BH Position: Q1 2026 in Review

JP Morgan Chase reduced its Biglari Holdings Class B (BH) stake by 23% in Q1 2026, selling an estimated $1.41M and leaving 12,308 shares worth $3.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3571.

JP Morgan Chase first reported a position in BH in Q2 2013 and has held it in 45 quarters since. The position peaked at $19.4M in Q4 2013. 117 funds tracked by Wall St. Rank hold BH as of Q1 2026.

  • JP Morgan Chase held 12,308 shares of Biglari Holdings Class B worth $3.83M as of Q1 2026.
  • JP Morgan Chase sold 3,759 Biglari Holdings Class B shares in Q1 2026, an estimated $1.41M.
  • Biglari Holdings Class B made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3571 holding.
  • JP Morgan Chase first reported a position in Biglari Holdings Class B in Q2 2013 and has held it in 45 quarters since.
  • JP Morgan Chase's Biglari Holdings Class B position peaked at $19.4M in Q4 2013.
  • 117 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.