Pzena Investment 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
Q2 | $109M | Sell |
334,094
-3,168
| -0.9% | -$984K | 0.32% | 57 |
|
|
2026
Q1 | $99.2M | Sell |
337,262
-5,128
| -1% | -$1.56M | 0.32% | 57 |
|
|
2025
Q4 | $110M | Buy |
342,390
+2,365
| +0.7% | +$732K | 0.33% | 51 |
|
|
2025
Q3 | $107M | Sell |
340,025
-2,291
| -0.7% | -$681K | 0.35% | 49 |
|
|
2025
Q2 | $99.2M | Buy |
342,316
+30,083
| +10% | +$7.68M | 0.32% | 49 |
|
|
2025
Q1 | $76.6M | Sell |
312,233
-304,534
| -49% | -$77.6M | 0.27% | 53 |
|
|
2024
Q4 | $148M | Sell |
616,767
-267,583
| -30% | -$62.3M | 0.5% | 39 |
|
|
2024
Q3 | $186M | Sell |
884,350
-76,182
| -8% | -$16M | 0.6% | 38 |
|
|
2024
Q2 | $194M | Sell |
960,532
-354,223
| -27% | -$69.3M | 0.68% | 36 |
|
|
2024
Q1 | $263M | Sell |
1,314,755
-453,519
| -26% | -$81.8M | 0.9% | 32 |
|
|
2023
Q4 | $301M | Sell |
1,768,274
-14,331
| -0.8% | -$2.17M | 1.13% | 28 |
|
|
2023
Q3 | $259M | Sell |
1,782,605
-16,107
| -0.9% | -$2.41M | 1.11% | 27 |
|
|
2023
Q2 | $262M | Sell |
1,798,712
-59,640
| -3% | -$8.2M | 1.12% | 29 |
|
|
2023
Q1 | $242M | Sell |
1,858,352
-56,433
| -3% | -$7.73M | 1.04% | 30 |
|
|
2022
Q4 | $257M | Buy |
1,914,785
+2,307
| +0.1% | +$292K | 1.14% | 31 |
|
|
2022
Q3 | $200M | Sell |
1,912,478
-21,538
| -1% | -$2.47M | 0.99% | 31 |
|
|
2022
Q2 | $218M | Buy |
1,934,016
+185,185
| +11% | +$22.9M | 0.98% | 33 |
|
|
2022
Q1 | $238M | Buy |
1,748,831
+4,409
| +0.3% | +$651K | 0.9% | 32 |
|
|
2021
Q4 | $276M | Buy |
1,744,422
+28,183
| +2% | +$4.63M | 1.04% | 32 |
|
|
2021
Q3 | $281M | Buy |
1,716,239
+32,425
| +2% | +$5.08M | 1.11% | 31 |
|
|
2021
Q2 | $262M | Buy |
1,683,814
+8,103
| +0.5% | +$1.27M | 1.02% | 32 |
|
|
2021
Q1 | $255M | Sell |
1,675,711
-149,944
| -8% | -$21.6M | 1.04% | 31 |
|
|
2020
Q4 | $232M | Sell |
1,825,655
-9,851
| -0.5% | -$1.1M | 1.09% | 32 |
|
|
2020
Q3 | $177M | Sell |
1,835,506
-218,550
| -11% | -$21.5M | 1.1% | 34 |
|
|
2020
Q2 | $193M | Sell |
2,054,056
-32,717
| -2% | -$3.1M | 1.26% | 32 |
|
|
2020
Q1 | $188M | Buy |
2,086,773
+81,789
| +4% | +$9.94M | 1.42% | 28 |
|
|
2019
Q4 | $279M | Sell |
2,004,984
-311,988
| -13% | -$40M | 1.31% | 28 |
|
|
2019
Q3 | $273M | Sell |
2,316,972
-143,662
| -6% | -$16.2M | 1.48% | 28 |
|
|
2019
Q2 | $275M | Sell |
2,460,634
-438,211
| -15% | -$48.3M | 1.45% | 29 |
|
|
2019
Q1 | $293M | Sell |
2,898,845
-210,031
| -7% | -$21.6M | 1.6% | 27 |
|
|
2018
Q4 | $303M | Sell |
3,108,876
-275,326
| -8% | -$29.3M | 1.77% | 25 |
|
|
2018
Q3 | $382M | Buy |
3,384,202
+3,516
| +0.1% | +$399K | 1.86% | 20 |
|
|
2018
Q2 | $352M | Sell |
3,380,686
-219,128
| -6% | -$24M | 1.77% | 24 |
|
|
2018
Q1 | $396M | Sell |
3,599,814
-284,019
| -7% | -$32.2M | 2.01% | 17 |
|
|
2017
Q4 | $415M | Sell |
3,883,833
-227,899
| -6% | -$23.1M | 2.04% | 15 |
|
|
2017
Q3 | $393M | Sell |
4,111,732
-42,645
| -1% | -$3.93M | 2.08% | 15 |
|
|
2017
Q2 | $380M | Sell |
4,154,377
-15,232
| -0.4% | -$1.31M | 2.08% | 15 |
|
|
2017
Q1 | $366M | Sell |
4,169,609
-189,228
| -4% | -$16.7M | 2.07% | 15 |
|
|
2016
Q4 | $376M | Sell |
4,358,837
-589,903
| -12% | -$45M | 2.14% | 13 |
|
|
2016
Q3 | $330M | Sell |
4,948,740
-414,580
| -8% | -$27M | 2.01% | 17 |
|
|
2016
Q2 | $333M | Sell |
5,363,320
-14,742
| -0.3% | -$921K | 2.09% | 16 |
|
|
2016
Q1 | $318M | Sell |
5,378,062
-45,915
| -0.8% | -$2.68M | 1.96% | 17 |
|
|
2015
Q4 | $358M | Sell |
5,423,977
-18,915
| -0.3% | -$1.23M | 2.21% | 12 |
|
|
2015
Q3 | $332M | Sell |
5,442,892
-37,091
| -0.7% | -$2.43M | 2.11% | 14 |
|
|
2015
Q2 | $371M | Sell |
5,479,983
-282,451
| -5% | -$18.4M | 2.1% | 14 |
|
|
2015
Q1 | $349M | Sell |
5,762,434
-153,029
| -3% | -$9.06M | 1.94% | 19 |
|
|
2014
Q4 | $370M | Sell |
5,915,463
-431,066
| -7% | -$25.9M | 1.98% | 18 |
|
|
2014
Q3 | $382M | Buy |
6,346,529
+74,123
| +1% | +$4.33M | 2.09% | 18 |
|
|
2014
Q2 | $361M | Buy |
6,272,406
+408,511
| +7% | +$23M | 2.01% | 17 |
|
|
2014
Q1 | $356M | Sell |
5,863,895
-146,561
| -2% | -$8.47M | 2.04% | 16 |
|
|
2013
Q4 | $351M | Sell |
6,010,456
-60,952
| -1% | -$3.34M | 2.05% | 16 |
|
|
2013
Q3 | $314M | Buy |
6,071,408
+153,674
| +3% | +$8.24M | 2.03% | 16 |
|
|
2013
Q2 | $312M | Buy |
+5,917,734
| New | +$301M | 2.08% | 18 |
|
Other funds holding JPM
Pzena Investment Management's JPM Position: Q2 2026 in Review
Pzena Investment Management reduced its JPMorgan Chase (JPM) stake by 0.94% in Q2 2026, selling an estimated $984K and leaving 334,094 shares worth $109M. The position accounts for 0.32% of the portfolio, ranked #57.
Pzena Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $415M in Q4 2017. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Pzena Investment Management held 334,094 shares of JPMorgan Chase worth $109M as of Q2 2026.
- Pzena Investment Management sold 3,168 JPMorgan Chase shares in Q2 2026, an estimated $984K.
- JPMorgan Chase made up 0.32% of Pzena Investment Management's portfolio in Q2 2026, its #57 holding.
- Pzena Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Pzena Investment Management's JPMorgan Chase position peaked at $415M in Q4 2017.
- 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.