Andreas Halvorsen's JPM Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 5.1M shares of JPMorgan Chase & Co. (JPM) worth $1.6 B, representing 4.14% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in JPM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 3.8M shares. Largest reduction occurred in Q1 2021, reducing 7.6M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2017 | +3.7 M | New Buy | 3.7 M | $87.84 |
| Q2 2017 | -3.7 M | Sold Out | 3.7 M | $0.00 |
| Q1 2020 | +4.09 M | New Buy | 4.09 M | $90.03 |
| Q2 2020 | +2.33 M | Add 56.94% | 6.41 M | $94.06 |
| Q3 2020 | +3.04 M | Add 47.41% | 9.45 M | $96.27 |
| Q4 2020 | -991,900 | Reduce 10.50% | 8.46 M | $127.07 |
| Q1 2021 | -7.58 M | Reduce 89.66% | 874,417 | $152.23 |
| Q2 2021 | -874,417 | Sold Out | 874,417 | $0.00 |
| Q1 2022 | +119,706 | New Buy | 119,706 | $136.32 |
| Q2 2022 | -119,706 | Sold Out | 119,706 | $0.00 |
| Q2 2024 | +3.01 M | New Buy | 3.01 M | $202.26 |
| Q3 2024 | +686,713 | Add 22.82% | 3.7 M | $210.86 |
| Q4 2024 | +3.77 M | Add 101.98% | 7.47 M | $239.71 |
| Q1 2025 | -5.29 M | Reduce 70.91% | 2.17 M | $245.30 |
| Q2 2025 | +1.87 M | Add 86.13% | 4.04 M | $289.91 |
| Q3 2025 | +1.02 M | Add 25.16% | 5.06 M | $315.43 |
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 35 quarters since Q1 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's largest addition to JPMorgan Chase & Co. (JPM) was in Q1 2020, adding 4,085,317 shares worth $367.8 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 5,059,060 shares of JPMorgan Chase & Co. (JPM), valued at approximately $1.6 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 4.14% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's peak holding in JPMorgan Chase & Co. (JPM) was 9,450,975 shares, as reported at the end of Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.