Ken Fisher's JPM Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 15.7M 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 4.0M shares. Largest reduction occurred in Q2 2017, reducing 6.9M 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
| Period | 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to JPMorgan Chase & Co. (JPM) was in Q2 2013, adding 13,089,070 shares worth $690.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. 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 1.79% of Ken Fisher'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.
Ken Fisher's peak holding in JPMorgan Chase & Co. (JPM) was 18,369,132 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.