LSV Asset Management’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 | $171M | Sell |
582,192
-29,930
| -5% | -$9.08M | 0.37% | 88 |
|
|
2025
Q4 | $197M | Sell |
612,122
-24,800
| -4% | -$7.68M | 0.43% | 77 |
|
|
2025
Q3 | $201M | Sell |
636,922
-52,778
| -8% | -$15.7M | 0.44% | 74 |
|
|
2025
Q2 | $200M | Sell |
689,700
-20,836
| -3% | -$5.32M | 0.47% | 71 |
|
|
2025
Q1 | $174M | Sell |
710,536
-29,332
| -4% | -$7.48M | 0.42% | 79 |
|
|
2024
Q4 | $177M | Sell |
739,868
-35,032
| -5% | -$8.16M | 0.41% | 84 |
|
|
2024
Q3 | $163M | Sell |
774,900
-55,600
| -7% | -$11.7M | 0.35% | 98 |
|
|
2024
Q2 | $168M | Sell |
830,500
-25,400
| -3% | -$4.97M | 0.37% | 88 |
|
|
2024
Q1 | $171M | Sell |
855,900
-5,600
| -0.7% | -$1.01M | 0.35% | 92 |
|
|
2023
Q4 | $147M | Buy |
861,500
+44,700
| +5% | +$6.77M | 0.32% | 101 |
|
|
2023
Q3 | $118M | Sell |
816,800
-33,500
| -4% | -$5.02M | 0.28% | 115 |
|
|
2023
Q2 | $124M | Sell |
850,300
-1,270
| -0.1% | -$175K | 0.27% | 115 |
|
|
2023
Q1 | $111M | Buy |
851,570
+16,320
| +2% | +$2.24M | 0.25% | 126 |
|
|
2022
Q4 | $112M | Buy |
835,250
+797,950
| +2,139% | +$101M | 0.25% | 131 |
|
|
2022
Q3 | $3.9M | Hold |
37,300
| – | – | 0.01% | 539 |
|
|
2022
Q2 | $4.2M | Hold |
37,300
| – | – | 0.01% | 533 |
|
|
2022
Q1 | $5.08M | Buy |
37,300
+9,800
| +36% | +$1.45M | 0.01% | 524 |
|
|
2021
Q4 | $4.36M | Sell |
27,500
-35,660
| -56% | -$5.86M | 0.01% | 559 |
|
|
2021
Q3 | $10.3M | Sell |
63,160
-600
| -0.9% | -$94.1K | 0.02% | 453 |
|
|
2021
Q2 | $9.92M | Sell |
63,760
-31,240
| -33% | -$4.91M | 0.02% | 462 |
|
|
2021
Q1 | $14.5M | Sell |
95,000
-3,749,466
| -98% | -$539M | 0.02% | 428 |
|
|
2020
Q4 | $489M | Sell |
3,844,466
-757,000
| -16% | -$84.6M | 0.89% | 18 |
|
|
2020
Q3 | $443M | Sell |
4,601,466
-1,835,783
| -29% | -$180M | 0.91% | 20 |
|
|
2020
Q2 | $605M | Sell |
6,437,249
-1,948,164
| -23% | -$185M | 1.26% | 10 |
|
|
2020
Q1 | $755M | Sell |
8,385,413
-477,650
| -5% | -$58M | 1.82% | 4 |
|
|
2019
Q4 | $1.24B | Sell |
8,863,063
-502,163
| -5% | -$64.4M | 1.93% | 2 |
|
|
2019
Q3 | $1.1B | Sell |
9,365,226
-544,070
| -5% | -$61.5M | 1.82% | 4 |
|
|
2019
Q2 | $1.11B | Sell |
9,909,296
-339,527
| -3% | -$37.4M | 1.78% | 4 |
|
|
2019
Q1 | $1.04B | Sell |
10,248,823
-355,032
| -3% | -$36.6M | 1.66% | 5 |
|
|
2018
Q4 | $1.04B | Sell |
10,603,855
-188,840
| -2% | -$20.1M | 1.84% | 4 |
|
|
2018
Q3 | $1.22B | Sell |
10,792,695
-641,580
| -6% | -$72.8M | 1.82% | 3 |
|
|
2018
Q2 | $1.19B | Sell |
11,434,275
-266,965
| -2% | -$29.3M | 1.86% | 3 |
|
|
2018
Q1 | $1.29B | Sell |
11,701,240
-102,626
| -0.9% | -$11.6M | 2.04% | 2 |
|
|
2017
Q4 | $1.26B | Sell |
11,803,866
-541,502
| -4% | -$54.8M | 1.99% | 2 |
|
|
2017
Q3 | $1.18B | Sell |
12,345,368
-23,383
| -0.2% | -$2.16M | 1.94% | 3 |
|
|
2017
Q2 | $1.13B | Buy |
12,368,751
+15,857
| +0.1% | +$1.37M | 2.01% | 2 |
|
|
2017
Q1 | $1.09B | Sell |
12,352,894
-638,870
| -5% | -$56.4M | 1.98% | 3 |
|
|
2016
Q4 | $1.12B | Sell |
12,991,764
-853,637
| -6% | -$65.1M | 2.06% | 2 |
|
|
2016
Q3 | $922M | Sell |
13,845,401
-126,375
| -0.9% | -$8.24M | 1.81% | 5 |
|
|
2016
Q2 | $868M | Sell |
13,971,776
-270,647
| -2% | -$16.9M | 1.78% | 5 |
|
|
2016
Q1 | $843M | Buy |
14,242,423
+62,129
| +0.4% | +$3.63M | 1.77% | 4 |
|
|
2015
Q4 | $936M | Sell |
14,180,294
-107,733
| -0.8% | -$7.02M | 2.03% | 3 |
|
|
2015
Q3 | $871M | Sell |
14,288,027
-408,680
| -3% | -$26.8M | 1.95% | 4 |
|
|
2015
Q2 | $996M | Sell |
14,696,707
-4,390
| -0% | -$287K | 2.06% | 2 |
|
|
2015
Q1 | $891M | Sell |
14,701,097
-155,648
| -1% | -$9.22M | 1.85% | 2 |
|
|
2014
Q4 | $930M | Sell |
14,856,745
-90,985
| -0.6% | -$5.48M | 1.93% | 2 |
|
|
2014
Q3 | $900M | Buy |
14,947,730
+404,050
| +3% | +$23.6M | 1.97% | 4 |
|
|
2014
Q2 | $838M | Sell |
14,543,680
-81,720
| -0.6% | -$4.59M | 1.86% | 5 |
|
|
2014
Q1 | $888M | Sell |
14,625,400
-647,079
| -4% | -$37.4M | 2.07% | 4 |
|
|
2013
Q4 | $893M | Sell |
15,272,479
-363,921
| -2% | -$19.9M | 2.1% | 3 |
|
|
2013
Q3 | $808M | Sell |
15,636,400
-318,148
| -2% | -$17.1M | 2.07% | 3 |
|
|
2013
Q2 | $842M | Buy |
+15,954,548
| New | +$811M | 2.25% | 3 |
|
Other funds holding JPM
VCM
VPM
LSV Asset Management's JPM Position: Q1 2026 in Review
LSV Asset Management reduced its JPMorgan Chase (JPM) stake by 4.9% in Q1 2026, selling an estimated $9.08M and leaving 582,192 shares worth $171M. The position accounts for 0.37% of the portfolio, ranked #88.
LSV Asset Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.29B in Q1 2018. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- LSV Asset Management held 582,192 shares of JPMorgan Chase worth $171M as of Q1 2026.
- LSV Asset Management sold 29,930 JPMorgan Chase shares in Q1 2026, an estimated $9.08M.
- JPMorgan Chase made up 0.37% of LSV Asset Management's portfolio in Q1 2026, its #88 holding.
- LSV Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- LSV Asset Management's JPMorgan Chase position peaked at $1.29B in Q1 2018.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.