Joel Greenblatt's JPM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 96,489 shares of JPMorgan Chase & Co. (JPM) worth $30.44 M, representing 0.13% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in JPM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2018, adding 59,612 shares. Largest reduction occurred in Q1 2020, reducing 52,008 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +5,593 | Add 0.00% | 5,592 | $52.75 |
| Q3 2013 | +6 | Add 0.11% | 5,598 | $51.63 |
| Q4 2013 | -336 | Reduce 6.00% | 5,262 | $58.53 |
| Q1 2014 | -5,262 | Sold Out | 5,262 | $0.00 |
| Q1 2015 | +3,554 | New Buy | 3,554 | $60.50 |
| Q2 2015 | +2,513 | Add 70.71% | 6,067 | $67.74 |
| Q3 2015 | +7,351 | Add 121.16% | 13,418 | $60.96 |
| Q4 2015 | -9,232 | Reduce 68.80% | 4,186 | $65.93 |
| Q1 2016 | -4,186 | Sold Out | 4,186 | $0.00 |
| Q2 2016 | +8,013 | New Buy | 8,013 | $62.15 |
| Q3 2016 | +8,118 | Add 101.31% | 16,131 | $66.58 |
| Q4 2016 | +12,701 | Add 78.74% | 28,832 | $86.29 |
| Q1 2017 | +10,669 | Add 37.00% | 39,501 | $87.85 |
| Q2 2017 | +2,288 | Add 5.79% | 41,789 | $91.41 |
| Q3 2017 | -5,144 | Reduce 12.31% | 36,645 | $95.51 |
| Q4 2017 | +10,787 | Add 29.44% | 47,432 | $106.93 |
| Q1 2018 | +20,213 | Add 42.61% | 67,645 | $109.97 |
| Q2 2018 | +59,612 | Add 88.12% | 127,257 | $104.20 |
| Q3 2018 | -34,098 | Reduce 26.79% | 93,159 | $112.84 |
| Q4 2018 | -2,666 | Reduce 2.86% | 90,493 | $97.62 |
| Q1 2019 | +30,781 | Add 34.01% | 121,274 | $101.23 |
| Q2 2019 | -123 | Reduce 0.10% | 121,151 | $111.80 |
| Q3 2019 | -13,495 | Reduce 11.14% | 107,656 | $117.69 |
| Q4 2019 | +40,426 | Add 37.55% | 148,082 | $139.40 |
| Q1 2020 | -52,008 | Reduce 35.12% | 96,074 | $90.03 |
| Q2 2020 | -43,444 | Reduce 45.22% | 52,630 | $94.05 |
| Q3 2020 | -24,996 | Reduce 47.49% | 27,634 | $96.26 |
| Q4 2020 | +6,644 | Add 24.04% | 34,278 | $127.08 |
| Q1 2021 | -46 | Reduce 0.13% | 34,232 | $152.23 |
| Q2 2021 | +13,427 | Add 39.22% | 47,659 | $155.54 |
| Q3 2021 | -5,287 | Reduce 11.09% | 42,372 | $163.69 |
| Q4 2021 | -5,211 | Reduce 12.30% | 37,161 | $158.34 |
| Q1 2022 | +2,541 | Add 6.84% | 39,702 | $136.32 |
| Q2 2022 | +6,043 | Add 15.22% | 45,745 | $112.60 |
| Q3 2022 | +22,947 | Add 50.16% | 68,692 | $104.50 |
| Q4 2022 | -86 | Reduce 0.13% | 68,606 | $134.10 |
| Q1 2023 | -10,177 | Reduce 14.83% | 58,429 | $130.31 |
| Q2 2023 | -4,497 | Reduce 7.70% | 53,932 | $145.44 |
| Q3 2023 | +1,029 | Add 1.91% | 54,961 | $145.02 |
| Q4 2023 | +2,964 | Add 5.39% | 57,925 | $170.10 |
| Q1 2024 | +1,406 | Add 2.43% | 59,331 | $200.30 |
| Q2 2024 | +866 | Add 1.46% | 60,197 | $202.26 |
| Q3 2024 | +11,465 | Add 19.05% | 71,662 | $210.86 |
| Q4 2024 | +861 | Add 1.20% | 72,523 | $239.71 |
| Q1 2025 | +8,235 | Add 11.36% | 80,758 | $245.30 |
| Q2 2025 | +5,403 | Add 6.69% | 86,161 | $289.91 |
| Q3 2025 | +10,328 | Add 11.99% | 96,489 | $315.43 |
Joel Greenblatt's JPMorgan Chase & Co Investment FAQs
Joel Greenblatt first purchased JPMorgan Chase & Co. (JPM) in Q2 2013, acquiring 5,592 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held JPMorgan Chase & Co. (JPM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to JPMorgan Chase & Co. (JPM) was in Q2 2018, adding 127,257 shares worth $13.26 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 96,489 shares of JPMorgan Chase & Co. (JPM), valued at approximately $30.44 M. 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 0.13% of Joel Greenblatt'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.
Joel Greenblatt's peak holding in JPMorgan Chase & Co. (JPM) was 148,082 shares, as reported at the end of Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.