Andreas Halvorsen - Viking Global Investors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    77
Portfolio value:    $35,748,670,967
Holdings Activity Buys Sells    History
Holding/activity history for  JPMorgan Chase & Co. (JPM)
← All JPM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,704,018 2.23 Add 41.87% 0.66 $279.10–320.24 · VW $299.55i $795,413,935 SEC
2025   Q4 1,905,982 1.63 Reduce 62.33% 2.58 $291.38–337.25 · VW $309.64i $614,145,520 SEC
2025   Q3 5,059,060 4.14 Add 25.16% 0.83 $290.54–322.25 · VW $308.62i $1,595,779,296 SEC
2025   Q2 4,042,034 3.39 Add 86.13% 1.57 $260.31–302.95 · VW $288.23i $1,171,826,077 SEC
2025   Q1 2,171,648 1.69 Reduce 70.91% 4.11 $202.16–269.52 · VW $245.23i $532,705,254 SEC
2024   Q4 7,466,187 5.79 Add 101.98% 2.92 $229.53–280.25 · VW $258.14i $1,789,719,686 SEC
2024   Q3 3,696,535 2.84 Add 22.82% 0.53 $200.61–254.31 · VW $234.88i $779,451,370 SEC
2024   Q2 3,009,822 2.34 Buy 2.34 $190.88–225.48 · VW $213.72i $608,766,598 SEC
2022   Q2 0 0.00 Sell 100.00% 0.07 $106.06–132.87 · VW $117.55i SEC
2022   Q1 119,706 0.07 Buy 0.07 $115.02–143.93 · VW $130.39i $16,318,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.40 $145.71–167.44 · VW $157.70i SEC
2021   Q1 874,417 0.40 Reduce 89.66% 2.65 $146.69–165.70 · VW $158.88i $133,112,000 SEC
2020   Q4 8,459,075 2.96 Reduce 10.50% 0.35 $118.11–154.90 · VW $140.06i $1,074,895,000 SEC
2020   Q3 9,450,975 3.29 Add 47.41% 1.06 $91.38–123.50 · VW $110.92i $909,845,000 SEC
2020   Q2 6,411,486 2.61 Add 56.94% 0.95 $90.78–115.77 · VW $102.25i $603,064,000 SEC
2020   Q1 4,085,317 1.91 Buy 1.91 $76.91–122.95 · VW $99.06i $367,801,000 SEC
2017   Q2 0 0.00 Sell 100.00% 1.47 $81.65–95.22 · VW $89.25i SEC
2017   Q1 3,695,553 1.47 Buy 1.47 $81.64–93.98 · VW $85.92i $324,617,000 SEC
2012   Q2 0 0.00 Sell 100.00% 0.95 $30.83–38.86 · VW $35.61i SEC
2012   Q1 1,699,100 0.95 Reduce 52.80% 0.87 $32.26–46.49 · VW $37.30i $78,124,000 SEC
2011   Q4 3,599,800 1.64 Buy 1.64 $30.03–39.94 · VW $36.40i $119,693,000 SEC
2011   Q3 0 0.00 Sell 100.00% 4.88 $27.85–37.82 · VW $32.21i SEC
2011   Q2 9,539,400 4.88 Reduce 5.68% 0.36 $32.31–42.99 · VW $37.62i $390,543,000 SEC
2011   Q1 10,114,100 6.39 Add 437.67% 5.20 $41.69–47.80 · VW $44.24i $466,260,000 SEC
2010   Q4 1,881,100 0.99 Reduce 11.77% 0.13 $37.65–48.36 · VW $44.23i $79,796,000 SEC
2010   Q3 2,132,100 1.14 Add 3495145.90% 1.14 $36.21–41.50 · VW $38.37i $81,169,000 SEC
2010   Q2 61 2.66 Reduce 100.00% 0.10 $35.16–41.70 · VW $37.74i $36 SEC
2010   Q1 5,939,500 0.10 Reduce 27.00% 1.37 $37.02–48.20 · VW $41.60i $265,792,000 SEC
2009   Q4 8,136,500 5.06 Reduce 21.90% 1.66 $37.03–45.19 · VW $41.40i $339,047,000 SEC
2009   Q3 10,418,300 7.59 Add 20.85% 1.31 $40.53–47.47 · VW $43.50i $456,529,000 SEC
2009   Q2 8,620,500 7.56 Add 55.44% 2.69 $31.59–44.24 · VW $39.76i $294,045,000 SEC
2009   Q1 5,545,700 5.96 Add 72.33% 2.50 $14.96–38.94 · VW $30.27i $147,404,000 SEC
2008   Q4 3,218,000 3.50 Buy 3.50 $17.70–37.70 · VW $26.08i $101,463,000 SEC
2004   Q3 0 0.00 Sell 100.00% 1.47 $36.32–40.45 · VW $38.14i SEC
2004   Q2 411,800 1.47 Buy 1.47 $35.50–39.80 · VW $38.29i $15,965,000 SEC
Price snapshot:
Current price$334.53
Avg. buy price$274.22
+/- since buy21.99%
52-week low$276.43
52-week high$341.91