Diamond Hill Capital's JPM Position Overview
Diamond Hill Capital (via Diamond Hill Capital Management, LLC (Investment Advisor)) currently holds 401,270 shares of JPMorgan Chase & Co. (JPM) worth $132.75 M, representing 1.45% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Diamond Hill Capital has maintained a strategic position in JPM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2017, adding 536,181 shares. Largest reduction occurred in Q2 2021, reducing 1 M shares.
Analysis based on 13F filings available since 2013 Q2
Diamond Hill Capital's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Diamond Hill Capital
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +401,270 | New Buy | 401,270 | $330.83 |
| Q2 2021 | -1 M | Sold Out | 0 | $0.00 |
| Q1 2021 | -752,414 | Reduce 42.91% | 1 M | $152.23 |
| Q4 2020 | +23,411 | Add 1.35% | 1.75 M | $127.07 |
| Q3 2020 | +100,330 | Add 6.16% | 1.73 M | $96.27 |
| Q2 2020 | +114,223 | Add 7.54% | 1.63 M | $94.06 |
| Q1 2020 | -34,586 | Reduce 2.23% | 1.52 M | $90.03 |
| Q4 2019 | -652,430 | Reduce 29.62% | 1.55 M | $139.40 |
| Q3 2019 | -345,402 | Reduce 13.56% | 2.2 M | $117.69 |
| Q2 2019 | -318,053 | Reduce 11.10% | 2.55 M | $111.80 |
| Q1 2019 | -14,265 | Reduce 0.50% | 2.87 M | $101.23 |
| Q4 2018 | -59,432 | Reduce 2.02% | 2.88 M | $97.62 |
| Q3 2018 | -531,738 | Reduce 15.32% | 2.94 M | $112.84 |
| Q2 2018 | +2,650 | Add 0.08% | 3.47 M | $104.20 |
| Q1 2018 | -915,478 | Reduce 20.88% | 3.47 M | $109.97 |
| Q4 2017 | -173,977 | Reduce 3.82% | 4.38 M | $106.94 |
| Q3 2017 | -110,339 | Reduce 2.36% | 4.56 M | $95.51 |
| Q2 2017 | +536,181 | Add 12.98% | 4.67 M | $91.40 |
| Q1 2017 | -103,145 | Reduce 2.44% | 4.13 M | $87.84 |
| Q4 2016 | -588,570 | Reduce 12.20% | 4.24 M | $86.29 |
| Q3 2016 | -212,117 | Reduce 4.21% | 4.82 M | $66.59 |
| Q2 2016 | -42,263 | Reduce 0.83% | 5.04 M | $62.14 |
| Q1 2016 | +166,644 | Add 3.39% | 5.08 M | $59.22 |
| Q4 2015 | -86,534 | Reduce 1.73% | 4.91 M | $66.03 |
| Q3 2015 | -61,654 | Reduce 1.22% | 5 M | $60.97 |
| Q2 2015 | +41,713 | Add 0.83% | 5.06 M | $67.76 |
| Q1 2015 | -49,859 | Reduce 0.98% | 5.02 M | $60.58 |
| Q4 2014 | -35,866 | Reduce 0.70% | 5.07 M | $62.58 |
| Q3 2014 | -219,218 | Reduce 4.12% | 5.1 M | $60.24 |
| Q2 2014 | +275,795 | Add 5.46% | 5.32 M | $57.62 |
| Q1 2014 | +176,830 | Add 3.63% | 5.05 M | $60.71 |
| Q4 2013 | -1,335 | Reduce 0.03% | 4.87 M | $58.48 |
| Q3 2013 | -9,301 | Reduce 0.19% | 4.87 M | $51.69 |
| Q2 2013 | +4.88 M | Add 0.00% | 4.88 M | $52.79 |
Diamond Hill Capital's JPMorgan Chase & Co Investment FAQs
Diamond Hill Capital first purchased JPMorgan Chase & Co. (JPM) in Q2 2013, acquiring 4,881,065 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Diamond Hill Capital has held JPMorgan Chase & Co. (JPM) for 34 quarters since Q2 2013.
Diamond Hill Capital's largest addition to JPMorgan Chase & Co. (JPM) was in Q2 2013, adding 4,881,065 shares worth $257.67 M.
According to the latest 13F filing for Q3 2026, Diamond Hill Capital's firm, Diamond Hill Capital Management, LLC (Investment Advisor), owns 401,270 shares of JPMorgan Chase & Co. (JPM), valued at approximately $132.75 M.
As of the Q3 2026 filing, JPMorgan Chase & Co. (JPM) represents approximately 1.45% of Diamond Hill Capital's publicly disclosed stock portfolio, making it one of their key holdings.
Diamond Hill Capital's peak holding in JPMorgan Chase & Co. (JPM) was 5,323,054 shares, as reported at the end of Q2 2014.