Murray Stahl's JPM Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 2,025 shares of JPMorgan Chase & Co. (JPM) worth $638,746, representing 0.01% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Murray Stahl has maintained a strategic position in JPM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2016, adding 2,213 shares. Largest reduction occurred in Q4 2020, reducing 4,408 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's JPMorgan Chase & Co (JPM) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Chase & Co (JPM) Trades by Murray Stahl
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2016 | +5,025 | New Buy | 5,025 | $59.30 |
| Q2 2016 | +492 | Add 9.79% | 5,517 | $62.17 |
| Q3 2016 | +208 | Add 3.77% | 5,725 | $66.55 |
| Q4 2016 | +2,213 | Add 38.66% | 7,938 | $86.29 |
| Q2 2017 | +222 | Add 2.80% | 8,160 | $91.42 |
| Q3 2017 | +750 | Add 9.19% | 8,910 | $95.51 |
| Q1 2018 | +1,059 | Add 11.89% | 9,969 | $109.94 |
| Q2 2018 | +104 | Add 1.04% | 10,073 | $104.24 |
| Q3 2018 | -365 | Reduce 3.62% | 9,708 | $112.90 |
| Q4 2018 | +914 | Add 9.41% | 10,622 | $97.63 |
| Q1 2019 | +10,569 | Add 0.00% | 10,568 | $101.25 |
| Q2 2019 | -74 | Reduce 0.70% | 10,494 | $111.78 |
| Q3 2019 | -759 | Reduce 7.23% | 9,735 | $117.72 |
| Q4 2019 | -30 | Reduce 0.31% | 9,705 | $139.41 |
| Q1 2020 | -855 | Reduce 8.81% | 8,850 | $90.06 |
| Q2 2020 | -1,239 | Reduce 14.00% | 7,611 | $94.07 |
| Q3 2020 | -606 | Reduce 7.96% | 7,005 | $96.22 |
| Q4 2020 | -4,408 | Reduce 62.93% | 2,597 | $127.07 |
| Q1 2021 | -710 | Reduce 27.34% | 1,887 | $152.09 |
| Q2 2021 | +997 | Add 52.84% | 2,884 | $155.69 |
| Q3 2021 | -10 | Reduce 0.35% | 2,874 | $163.54 |
| Q4 2021 | -7 | Reduce 0.24% | 2,867 | $158.35 |
| Q1 2022 | -191 | Reduce 6.66% | 2,676 | $136.40 |
| Q2 2022 | +37 | Add 1.38% | 2,713 | $112.79 |
| Q3 2022 | -162 | Reduce 5.97% | 2,551 | $104.66 |
| Q1 2023 | +210 | Add 8.23% | 2,761 | $130.31 |
| Q2 2023 | +257 | Add 9.31% | 3,018 | $145.44 |
| Q3 2023 | -175 | Reduce 5.80% | 2,843 | $145.02 |
| Q4 2023 | -308 | Reduce 10.83% | 2,535 | $170.10 |
| Q1 2024 | +1,924 | Add 75.90% | 4,459 | $200.30 |
| Q2 2024 | -392 | Reduce 8.79% | 4,067 | $202.26 |
| Q4 2024 | -322 | Reduce 7.92% | 3,745 | $239.71 |
| Q1 2025 | -830 | Reduce 22.16% | 2,915 | $245.30 |
| Q2 2025 | -510 | Reduce 17.50% | 2,405 | $289.91 |
| Q3 2025 | -380 | Reduce 15.80% | 2,025 | $315.43 |
Murray Stahl's JPMorgan Chase & Co Investment FAQs
Murray Stahl first purchased JPMorgan Chase & Co. (JPM) in Q1 2016, acquiring 5,025 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held JPMorgan Chase & Co. (JPM) for 39 quarters since Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl's largest addition to JPMorgan Chase & Co. (JPM) was in Q1 2019, adding 10,568 shares worth $1.07 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 2,025 shares of JPMorgan Chase & Co. (JPM), valued at approximately $638,746. 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 0.01% of Murray Stahl'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.
Murray Stahl's peak holding in JPMorgan Chase & Co. (JPM) was 10,622 shares, as reported at the end of Q4 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.