Richard Pzena's JPM Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 342,390 shares of JPMorgan Chase & Co. (JPM) worth $110.32 M, representing 0.33% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Richard Pzena has maintained a long-term strategic position in JPM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 408,511 shares. Largest reduction occurred in Q4 2016, reducing 589,903 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2,365 | Add 0.70% | 342,390 | $322.22 |
| Q3 2025 | -2,291 | Reduce 0.67% | 340,025 | $315.43 |
| Q2 2025 | +30,083 | Add 9.63% | 342,316 | $289.91 |
| Q1 2025 | -304,534 | Reduce 49.38% | 312,233 | $245.30 |
| Q4 2024 | -267,583 | Reduce 30.26% | 616,767 | $239.71 |
| Q3 2024 | -76,182 | Reduce 7.93% | 884,350 | $210.86 |
| Q2 2024 | -354,223 | Reduce 26.94% | 960,532 | $202.26 |
| Q1 2024 | -453,519 | Reduce 25.65% | 1.31 M | $200.30 |
| Q4 2023 | -14,331 | Reduce 0.80% | 1.77 M | $170.10 |
| Q3 2023 | -16,107 | Reduce 0.90% | 1.78 M | $145.02 |
| Q2 2023 | -59,640 | Reduce 3.21% | 1.8 M | $145.44 |
| Q1 2023 | -56,433 | Reduce 2.95% | 1.86 M | $130.31 |
| Q4 2022 | +2,307 | Add 0.12% | 1.91 M | $134.10 |
| Q3 2022 | -21,538 | Reduce 1.11% | 1.91 M | $104.50 |
| Q2 2022 | +185,185 | Add 10.59% | 1.93 M | $112.61 |
| Q1 2022 | +4,409 | Add 0.25% | 1.75 M | $136.32 |
| Q4 2021 | +28,183 | Add 1.64% | 1.74 M | $158.35 |
| Q3 2021 | +32,425 | Add 1.93% | 1.72 M | $163.69 |
| Q2 2021 | +8,103 | Add 0.48% | 1.68 M | $155.54 |
| Q1 2021 | -149,944 | Reduce 8.21% | 1.68 M | $152.23 |
| Q4 2020 | -9,851 | Reduce 0.54% | 1.83 M | $127.07 |
| Q3 2020 | -218,550 | Reduce 10.64% | 1.84 M | $96.27 |
| Q2 2020 | -32,717 | Reduce 1.57% | 2.05 M | $94.06 |
| Q1 2020 | +81,789 | Add 4.08% | 2.09 M | $90.03 |
| Q4 2019 | -311,988 | Reduce 13.47% | 2 M | $139.40 |
| Q3 2019 | -143,662 | Reduce 5.84% | 2.32 M | $117.69 |
| Q2 2019 | -438,211 | Reduce 15.12% | 2.46 M | $111.80 |
| Q1 2019 | -210,031 | Reduce 6.76% | 2.9 M | $101.23 |
| Q4 2018 | -275,326 | Reduce 8.14% | 3.11 M | $97.62 |
| Q3 2018 | +3,516 | Add 0.10% | 3.38 M | $112.84 |
| Q2 2018 | -219,128 | Reduce 6.09% | 3.38 M | $104.20 |
| Q1 2018 | -284,019 | Reduce 7.31% | 3.6 M | $109.97 |
| Q4 2017 | -227,899 | Reduce 5.54% | 3.88 M | $106.94 |
| Q3 2017 | -42,645 | Reduce 1.03% | 4.11 M | $95.51 |
| Q2 2017 | -15,232 | Reduce 0.37% | 4.15 M | $91.40 |
| Q1 2017 | -189,228 | Reduce 4.34% | 4.17 M | $87.84 |
| Q4 2016 | -589,903 | Reduce 11.92% | 4.36 M | $86.29 |
| Q3 2016 | -414,580 | Reduce 7.73% | 4.95 M | $66.59 |
| Q2 2016 | -14,742 | Reduce 0.27% | 5.36 M | $62.14 |
| Q1 2016 | -45,915 | Reduce 0.85% | 5.38 M | $59.22 |
| Q4 2015 | -18,915 | Reduce 0.35% | 5.42 M | $66.03 |
| Q3 2015 | -37,091 | Reduce 0.68% | 5.44 M | $60.97 |
| Q2 2015 | -282,451 | Reduce 4.90% | 5.48 M | $67.76 |
| Q1 2015 | -153,029 | Reduce 2.59% | 5.76 M | $60.58 |
| Q4 2014 | -431,066 | Reduce 6.79% | 5.92 M | $62.58 |
| Q3 2014 | +74,123 | Add 1.18% | 6.35 M | $60.24 |
| Q2 2014 | +408,511 | Add 6.97% | 6.27 M | $57.62 |
| Q1 2014 | -146,561 | Reduce 2.44% | 5.86 M | $60.71 |
| Q4 2013 | -60,952 | Reduce 1.00% | 6.01 M | $58.48 |
| Q3 2013 | +153,674 | Add 2.60% | 6.07 M | $51.69 |
| Q2 2013 | +5.92 M | Add 0.00% | 5.92 M | $52.79 |
Richard Pzena's JPMorgan Chase & Co Investment FAQs
Richard Pzena first purchased JPMorgan Chase & Co. (JPM) in Q2 2013, acquiring 5,917,734 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held JPMorgan Chase & Co. (JPM) for 51 quarters since Q2 2013.
Richard Pzena's largest addition to JPMorgan Chase & Co. (JPM) was in Q2 2013, adding 5,917,734 shares worth $312.4 M.
According to the latest 13F filing for Q4 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 342,390 shares of JPMorgan Chase & Co. (JPM), valued at approximately $110.32 M.
As of the Q4 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 0.33% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in JPMorgan Chase & Co. (JPM) was 6,346,529 shares, as reported at the end of Q3 2014.