Bill Nygren - Oakmark Funds
Holding/activity history for JPMorgan Chase & Co. (JPM)
← All JPM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 5,815 | <0.01 | Reduce 2.02% | $279.10–320.24 · VW $299.55i | $1,710,540 | SEC | |
| 2025 Q4 | 5,935 | <0.01 | Add 4.03% | <0.01 | $291.38–337.25 · VW $309.64i | $1,912,376 | SEC |
| 2025 Q3 | 5,705 | <0.01 | Reduce 1.71% | $290.54–322.25 · VW $308.62i | $1,799,528 | SEC | |
| 2025 Q2 | 5,804 | <0.01 | Add 18.74% | <0.01 | $260.31–302.95 · VW $288.23i | $1,682,638 | SEC |
| 2025 Q1 | 4,888 | <0.01 | Add 1.01% | $202.16–269.52 · VW $245.23i | $1,199,026 | SEC | |
| 2024 Q4 | 4,839 | <0.01 | Reduce 2.73% | $229.53–280.25 · VW $258.14i | $1,159,957 | SEC | |
| 2024 Q3 | 4,975 | <0.01 | Reduce 0.28% | $200.61–254.31 · VW $234.88i | $1,049,029 | SEC | |
| 2024 Q2 | 4,989 | <0.01 | Add 1.40% | $190.88–225.48 · VW $213.72i | $1,009,075 | SEC | |
| 2024 Q1 | 4,920 | <0.01 | Reduce 4.93% | <0.01 | $179.20–205.88 · VW $195.90i | $985,476 | SEC |
| 2023 Q4 | 5,175 | <0.01 | $170.10 | $880,268 | SEC | ||
| 2023 Q3 | 5,175 | <0.01 | $145.02 | $750,479 | SEC | ||
| 2023 Q2 | 5,175 | <0.01 | Reduce 20.08% | <0.01 | $135.45–159.38 · VW $147.05i | $752,652 | SEC |
| 2023 Q1 | 6,475 | <0.01 | Add 25.12% | <0.01 | $123.11–144.04 · VW $134.29i | $843,757 | SEC |
| 2022 Q4 | 5,175 | <0.01 | $134.10 | $693,968 | SEC | ||
| 2022 Q3 | 5,175 | <0.01 | $104.54 | $541,000 | SEC | ||
| 2022 Q2 | 5,175 | <0.01 | Reduce 3.04% | $106.06–132.87 · VW $117.55i | $583,000 | SEC | |
| 2022 Q1 | 5,337 | <0.01 | $136.41 | $728,000 | SEC | ||
| 2021 Q4 | 5,337 | <0.01 | $158.33 | $845,000 | SEC | ||
| 2021 Q3 | 5,337 | <0.01 | $163.76 | $874,000 | SEC | ||
| 2021 Q2 | 5,337 | <0.01 | $155.52 | $830,000 | SEC | ||
| 2021 Q1 | 5,337 | <0.01 | Reduce 13.04% | <0.01 | $146.69–165.70 · VW $158.88i | $812,000 | SEC |
| 2020 Q4 | 6,137 | <0.01 | Reduce 70.97% | <0.01 | $118.11–154.90 · VW $140.06i | $780,000 | SEC |
| 2020 Q3 | 21,137 | <0.01 | $96.28 | $2,035,000 | SEC | ||
| 2020 Q2 | 21,137 | <0.01 | $94.05 | $1,988,000 | SEC | ||
| 2020 Q1 | 21,137 | 0.01 | Reduce 43.41% | <0.01 | $76.91–122.95 · VW $99.06i | $1,903,000 | SEC |
| 2019 Q4 | 37,352 | 0.01 | $139.40 | $5,207,000 | SEC | ||
| 2019 Q3 | 37,352 | 0.01 | Reduce 2.26% | <0.01 | $107.32–132.43 · VW $123.84i | $4,396,000 | SEC |
| 2019 Q2 | 38,216 | 0.01 | Reduce 2.39% | <0.01 | $104.34–117.24 · VW $110.48i | $4,273,000 | SEC |
| 2019 Q1 | 39,152 | 0.01 | Reduce 1.07% | <0.01 | $98.09–117.16 · VW $107.07i | $3,963,000 | SEC |
| 2018 Q4 | 39,574 | 0.01 | $97.61 | $3,863,000 | SEC | ||
| 2018 Q3 | 39,574 | 0.01 | Reduce 91.43% | 0.07 | $102.73–119.24 · VW $111.05i | $4,466,000 | SEC |
| 2018 Q2 | 461,744 | 0.08 | Reduce 38.20% | 0.05 | $102.20–118.29 · VW $111.69i | $48,114,000 | SEC |
| 2018 Q1 | 747,152 | 0.14 | Reduce 78.82% | 0.49 | $104.96–118.75 · VW $110.24i | $82,164,000 | SEC |
| 2017 Q4 | 3,528,167 | 0.62 | Reduce 67.94% | 1.22 | $102.20–119.33 · VW $112.34i | $377,302,000 | SEC |
| 2017 Q3 | 11,004,779 | 1.80 | Reduce 10.84% | 0.22 | $88.08–106.66 · VW $99.75i | $1,051,067,000 | SEC |
| 2017 Q2 | 12,342,277 | 2.06 | Reduce 2.21% | 0.05 | $81.65–95.22 · VW $89.25i | $1,128,084,000 | SEC |
| 2017 Q1 | 12,621,130 | 2.05 | Reduce 29.63% | 0.90 | $81.64–93.98 · VW $85.92i | $1,108,640,000 | SEC |
| 2016 Q4 | 17,935,820 | 3.03 | Reduce 26.60% | 0.87 | $80.65–91.34 · VW $87.54i | $1,547,682,000 | SEC |
| 2016 Q3 | 24,434,835 | 3.28 | Reduce 6.76% | 0.23 | $65.11–80.53 · VW $75.27i | $1,627,116,000 | SEC |
| 2016 Q2 | 26,205,547 | 3.35 | Reduce 10.10% | 0.33 | $57.05–67.77 · VW $64.11i | $1,628,413,000 | SEC |
| 2016 Q1 | 29,150,469 | 3.30 | Reduce 8.75% | 0.32 | $56.67–66.20 · VW $62.71i | $1,726,291,000 | SEC |
| 2015 Q4 | 31,947,357 | 3.67 | Reduce 1.07% | 0.04 | $52.50–68.00 · VW $58.93i | $2,109,484,000 | SEC |
| 2015 Q3 | 32,292,189 | 3.54 | Reduce 0.26% | <0.01 | $58.53–69.03 · VW $64.75i | $1,968,854,000 | SEC |
| 2015 Q2 | 32,377,673 | 3.60 | Reduce 0.06% | <0.01 | $50.07–70.61 · VW $61.59i | $2,193,911,000 | SEC |
| 2015 Q1 | 32,396,811 | 3.18 | Add 1.49% | 0.05 | $58.87–67.19 · VW $63.95i | $1,962,599,000 | SEC |
| 2014 Q4 | 31,920,727 | 3.18 | Add 1.59% | 0.05 | $54.27–63.49 · VW $59.68i | $1,997,599,000 | SEC |
| 2014 Q3 | 31,422,265 | 3.18 | Add 5.59% | 0.17 | $54.26–61.93 · VW $58.78i | $1,892,877,000 | SEC |
| 2014 Q2 | 29,757,720 | 2.97 | Add 9.03% | 0.25 | $54.96–59.95 · VW $58.12i | $1,714,639,000 | SEC |
| 2014 Q1 | 27,294,308 | 3.05 | Reduce 0.57% | 0.02 | $52.97–61.48 · VW $56.67i | $1,657,037,000 | SEC |
| 2013 Q4 | 27,450,728 | 2.95 | Add 1.89% | 0.05 | $54.20–59.82 · VW $56.95i | $1,605,319,000 | SEC |
| 2013 Q3 | 26,941,090 | 2.78 | Add 5.49% | 0.14 | $50.06–58.14 · VW $55.14i | $1,392,585,000 | SEC |
| 2013 Q2 | 25,538,239 | 2.90 | Add 0.40% | 0.01 | $50.11–56.93 · VW $52.52i | $1,348,164,000 | SEC |
| 2013 Q1 | 25,435,326 | 2.75 | Add 1.04% | 0.03 | $46.05–55.90 · VW $52.18i | $1,207,161,000 | SEC |
| 2012 Q4 | 25,172,588 | 2.73 | Add 0.75% | 0.02 | $40.20–49.68 · VW $46.27i | $1,106,838,000 | SEC |
| 2012 Q3 | 24,984,077 | 2.57 | Add 10.28% | 0.24 | $36.78–43.54 · VW $40.47i | $1,011,356,000 | SEC |
| 2012 Q2 | 22,654,117 | 2.15 | Add 15.82% | 0.29 | $30.83–38.86 · VW $35.61i | $809,431,000 | SEC |
| 2012 Q1 | 19,559,633 | 2.52 | Add 2.58% | 0.06 | $32.26–46.49 · VW $37.30i | $899,352,000 | SEC |
| 2011 Q4 | 19,068,479 | 2.11 | Add 15.25% | 0.28 | $30.03–39.94 · VW $36.40i | $634,027,000 | SEC |
| 2011 Q3 | 16,545,013 | 1.82 | Add 103.05% | 0.93 | $27.85–37.82 · VW $32.21i | $498,336,000 | SEC |
| 2011 Q2 | 8,148,258 | 1.10 | Add 9.16% | 0.09 | $32.31–42.99 · VW $37.62i | $333,590,000 | SEC |
| 2011 Q1 | 7,464,438 | 1.16 | Reduce 44.94% | 0.82 | $41.69–47.80 · VW $44.24i | $344,110,000 | SEC |
| 2010 Q4 | 13,557,114 | 1.83 | Add 122.74% | 1.01 | $37.65–48.36 · VW $44.23i | $575,094,000 | SEC |
| 2010 Q3 | 6,086,461 | 1.01 | Reduce 0.73% | <0.01 | $36.21–41.50 · VW $38.37i | $231,711,000 | SEC |
| 2010 Q2 | 6,131,414 | 1.01 | Buy | 1.01 | $35.16–41.70 · VW $37.74i | $224,471,000 | SEC |
| 2010 Q1 | 0 | 0.00 | Sell 100.00% | 1.92 | $37.02–48.20 · VW $41.60i | SEC | |
| 2009 Q4 | 11,227,227 | 1.92 | Buy | 1.92 | $37.03–45.19 · VW $41.40i | $467,838,000 | SEC |
| 2009 Q1 | 0 | 0.00 | Sell 100.00% | 2.09 | $14.96–38.94 · VW $30.27i | SEC | |
| 2008 Q4 | 12,720,035 | 2.09 | Buy | 2.09 | $17.70–37.70 · VW $26.08i | $401,063,000 | SEC |
| 2007 Q4 | 0 | 0.00 | Sell 100.00% | 2.56 | $37.66–49.29 · VW $42.53i | SEC | |
| 2007 Q3 | 19,291,268 | 2.56 | Buy | 2.56 | $40.15–48.06 · VW $44.61i | $883,926,000 | SEC |
| 2005 Q1 | 0 | 0.00 | Sell 100.00% | 1.04 | $33.35–37.79 · VW $35.63i | SEC | |
| 2004 Q4 | 12,418,115 | 1.04 | Add 49.98% | 0.35 | $35.90–39.69 · VW $37.38i | $484,431,000 | SEC |
| 2004 Q3 | 8,279,804 | 0.98 | Add 94840.99% | 0.98 | $36.32–40.45 · VW $38.14i | $328,957,000 | SEC |
| 2004 Q2 | 8,721 | <0.01 | Buy | <0.01 | $35.50–39.80 · VW $38.29i | $339,000 | SEC |
| 2004 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $34.62–43.84 · VW $38.43i | SEC | |
| 2003 Q4 | 8,987 | <0.01 | Add 36.91% | <0.01 | $34.50–41.20 · VW $38.91i | $330,000 | SEC |
| 2003 Q3 | 6,564 | <0.01 | Buy | <0.01 | $33.16–36.99 · VW $35.18i | $226,000 | SEC |
| 2002 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $15.26–25.75 · VW $22.06i | SEC | |
| 2002 Q2 | 7,346 | <0.01 | Add 7.76% | <0.01 | $18.22–36.25 · VW $26.96i | $249,000 | SEC |
| 2002 Q1 | 6,817 | <0.01 | Reduce 6.26% | <0.01 | $29.05–38.75 · VW $34.58i | $243,000 | SEC |
| 2001 Q4 | 7,272 | <0.01 | Buy | <0.01 | $26.70–40.95 · VW $32.30i | $262,000 | SEC |
| 2001 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $29.04–40.68 · VW $35.81i | SEC | |
| 2001 Q2 | 21,548 | <0.01 | Add 84.99% | <0.01 | $39.11–49.91 · VW $42.81i | $839,000 | SEC |
| 2001 Q1 | 11,648 | <0.01 | Buy | <0.01 | $37.58–51.19 · VW $45.97i | $523,000 | SEC |
Price snapshot:
Current price$334.53
Avg. buy price$107.01
+/- since buy212.63%
52-week low$276.43
52-week high$341.91