Andreas Halvorsen's JPM Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 1.91 M shares of JPMorgan Chase & Co. (JPM) worth $614.15 M, representing 1.63% of the portfolio. First purchased in 2017-Q1, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in JPM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 4.09 M shares. Largest reduction occurred in Q1 2021, reducing 7.58 M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Andreas Halvorsen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -3.15 M | Reduce 62.33% | 1.91 M | $322.22 |
| Q3 2025 | +1.02 M | Add 25.16% | 5.06 M | $315.43 |
| Q2 2025 | +1.87 M | Add 86.13% | 4.04 M | $289.91 |
| Q1 2025 | -5.29 M | Reduce 70.91% | 2.17 M | $245.30 |
| Q4 2024 | +3.77 M | Add 101.98% | 7.47 M | $239.71 |
| Q3 2024 | +686,713 | Add 22.82% | 3.7 M | $210.86 |
| Q2 2024 | +3.01 M | New Buy | 3.01 M | $202.26 |
| Q2 2022 | -119,706 | Sold Out | 0 | $0.00 |
| Q1 2022 | +119,706 | New Buy | 119,706 | $136.32 |
| Q2 2021 | -874,417 | Sold Out | 0 | $0.00 |
| Q1 2021 | -7.58 M | Reduce 89.66% | 874,417 | $152.23 |
| Q4 2020 | -991,900 | Reduce 10.50% | 8.46 M | $127.07 |
| Q3 2020 | +3.04 M | Add 47.41% | 9.45 M | $96.27 |
| Q2 2020 | +2.33 M | Add 56.94% | 6.41 M | $94.06 |
| Q1 2020 | +4.09 M | New Buy | 4.09 M | $90.03 |
| Q2 2017 | -3.7 M | Sold Out | 0 | $0.00 |
| Q1 2017 | +3.7 M | New Buy | 3.7 M | $87.84 |
Andreas Halvorsen's JPMorgan Chase & Co Investment FAQs
Andreas Halvorsen first purchased JPMorgan Chase & Co. (JPM) in Q1 2017, acquiring 3,695,553 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held JPMorgan Chase & Co. (JPM) for 17 quarters since Q1 2017.
Andreas Halvorsen's largest addition to JPMorgan Chase & Co. (JPM) was in Q1 2020, adding 4,085,317 shares worth $367.8 M.
According to the latest 13F filing for Q4 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 1,905,982 shares of JPMorgan Chase & Co. (JPM), valued at approximately $614.15 M.
As of the Q4 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 1.63% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings.
Andreas Halvorsen's peak holding in JPMorgan Chase & Co. (JPM) was 9,450,975 shares, as reported at the end of Q3 2020.