Ken Fisher's JPM Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 15.72 M shares of JPMorgan Chase & Co. (JPM) worth $4.96 B, representing 1.79% 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, Ken Fisher has maintained a long-term strategic position in JPM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 4.04 M shares. Largest reduction occurred in Q2 2017, reducing 6.93 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +13.09 M | Add 0.00% | 13.09 M | $52.79 |
| Q3 2013 | +59,622 | Add 0.46% | 13.15 M | $51.69 |
| Q4 2013 | -102,126 | Reduce 0.78% | 13.05 M | $58.48 |
| Q1 2014 | -234,332 | Reduce 1.80% | 12.81 M | $60.71 |
| Q2 2014 | +765,450 | Add 5.97% | 13.58 M | $57.62 |
| Q3 2014 | -57,169 | Reduce 0.42% | 13.52 M | $60.24 |
| Q4 2014 | +441 | Add 0.00% | 13.52 M | $62.58 |
| Q1 2015 | +57,172 | Add 0.42% | 13.58 M | $60.58 |
| Q2 2015 | +163,129 | Add 1.20% | 13.74 M | $67.76 |
| Q3 2015 | +79,998 | Add 0.58% | 13.82 M | $60.97 |
| Q4 2015 | +167,104 | Add 1.21% | 13.99 M | $66.03 |
| Q1 2016 | +11,906 | Add 0.09% | 14 M | $61.87 |
| Q2 2016 | -3,792 | Reduce 0.03% | 14 M | $62.27 |
| Q3 2016 | -102,198 | Reduce 0.73% | 13.89 M | $66.59 |
| Q4 2016 | +51,555 | Add 0.37% | 13.95 M | $86.29 |
| Q1 2017 | -56,642 | Reduce 0.41% | 13.89 M | $87.84 |
| Q2 2017 | -6.93 M | Reduce 49.91% | 6.96 M | $91.40 |
| Q3 2017 | +185,136 | Add 2.66% | 7.14 M | $95.51 |
| Q4 2017 | -2.27 M | Reduce 31.77% | 4.87 M | $106.94 |
| Q1 2018 | +130,408 | Add 2.68% | 5 M | $109.97 |
| Q2 2018 | +206,453 | Add 4.13% | 5.21 M | $104.20 |
| Q3 2018 | +8,350 | Add 0.16% | 5.22 M | $112.84 |
| Q4 2018 | +208,780 | Add 4.00% | 5.43 M | $97.62 |
| Q1 2019 | +160,503 | Add 2.96% | 5.59 M | $101.23 |
| Q2 2019 | +223,850 | Add 4.01% | 5.81 M | $111.80 |
| Q3 2019 | +153,852 | Add 2.65% | 5.97 M | $117.69 |
| Q4 2019 | -6,118 | Reduce 0.10% | 5.96 M | $139.40 |
| Q1 2020 | +80,640 | Add 1.35% | 6.04 M | $90.03 |
| Q2 2020 | +293,173 | Add 4.85% | 6.33 M | $94.06 |
| Q3 2020 | -135,393 | Reduce 2.14% | 6.2 M | $96.27 |
| Q4 2020 | +350,211 | Add 5.65% | 6.55 M | $127.07 |
| Q1 2021 | +144,111 | Add 2.20% | 6.69 M | $152.23 |
| Q2 2021 | +212,570 | Add 3.18% | 6.9 M | $155.54 |
| Q3 2021 | +204,912 | Add 2.97% | 7.11 M | $163.69 |
| Q4 2021 | +323,036 | Add 4.54% | 7.43 M | $158.35 |
| Q1 2022 | +327,761 | Add 4.41% | 7.76 M | $136.32 |
| Q2 2022 | +229,353 | Add 2.96% | 7.99 M | $112.61 |
| Q3 2022 | -133,755 | Reduce 1.67% | 7.86 M | $104.50 |
| Q4 2022 | +263,567 | Add 3.36% | 8.12 M | $134.10 |
| Q1 2023 | +316,375 | Add 3.90% | 8.44 M | $130.31 |
| Q2 2023 | +558,598 | Add 6.62% | 8.99 M | $145.44 |
| Q3 2023 | +2.39 M | Add 26.60% | 11.39 M | $145.02 |
| Q4 2023 | +450,098 | Add 3.95% | 11.84 M | $170.10 |
| Q1 2024 | +416,484 | Add 3.52% | 12.25 M | $200.30 |
| Q2 2024 | +487,049 | Add 3.97% | 12.74 M | $202.26 |
| Q3 2024 | +4.04 M | Add 31.74% | 16.78 M | $210.86 |
| Q4 2024 | +617,164 | Add 3.68% | 17.4 M | $239.71 |
| Q1 2025 | +967,696 | Add 5.56% | 18.37 M | $245.30 |
| Q2 2025 | -2.99 M | Reduce 16.30% | 15.38 M | $289.91 |
| Q3 2025 | +347,033 | Add 2.26% | 15.72 M | $315.43 |
Ken Fisher's JPMorgan Chase & Co Investment FAQs
Ken Fisher first purchased JPMorgan Chase & Co. (JPM) in Q2 2013, acquiring 13,089,070 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held JPMorgan Chase & Co. (JPM) for 50 quarters since Q2 2013.
Ken Fisher's largest addition to JPMorgan Chase & Co. (JPM) was in Q2 2013, adding 13,089,070 shares worth $690.97 M.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 15,722,443 shares of JPMorgan Chase & Co. (JPM), valued at approximately $4.96 B.
As of the Q3 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 1.79% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in JPMorgan Chase & Co. (JPM) was 18,369,132 shares, as reported at the end of Q1 2025.