Richard Pzena - Pzena Investment Management
Holding/activity history for JPMorgan Chase & Co. (JPM)
← All JPM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 337,262 | 0.32 | Reduce 1.50% | <0.01 | $279.10–320.24 · VW $299.55i | $99,208,990 | SEC |
| 2025 Q4 | 342,390 | 0.33 | Add 0.70% | <0.01 | $291.38–337.25 · VW $309.64i | $110,324,906 | SEC |
| 2025 Q3 | 340,025 | 0.35 | Reduce 0.67% | <0.01 | $290.54–322.25 · VW $308.62i | $107,254,086 | SEC |
| 2025 Q2 | 342,316 | 0.32 | Add 9.63% | 0.03 | $260.31–302.95 · VW $288.23i | $99,240,832 | SEC |
| 2025 Q1 | 312,233 | 0.27 | Reduce 49.38% | 0.25 | $202.16–269.52 · VW $245.23i | $76,590,755 | SEC |
| 2024 Q4 | 616,767 | 0.50 | Reduce 30.26% | 0.18 | $229.53–280.25 · VW $258.14i | $147,845,217 | SEC |
| 2024 Q3 | 884,350 | 0.60 | Reduce 7.93% | 0.05 | $200.61–254.31 · VW $234.88i | $186,474,041 | SEC |
| 2024 Q2 | 960,532 | 0.68 | Reduce 26.94% | 0.24 | $190.88–225.48 · VW $213.72i | $194,277,202 | SEC |
| 2024 Q1 | 1,314,755 | 0.90 | Reduce 25.65% | 0.29 | $179.20–205.88 · VW $195.90i | $263,345,427 | SEC |
| 2023 Q4 | 1,768,274 | 1.13 | Reduce 0.80% | <0.01 | $155.82–186.43 · VW $176.10i | $300,783,408 | SEC |
| 2023 Q3 | 1,782,605 | 1.11 | Reduce 0.90% | 0.01 | $135.19–156.13 · VW $149.13i | $258,513,377 | SEC |
| 2023 Q2 | 1,798,712 | 1.12 | Reduce 3.21% | 0.03 | $135.45–159.38 · VW $147.05i | $261,604,673 | SEC |
| 2023 Q1 | 1,858,352 | 1.04 | Reduce 2.95% | 0.03 | $123.11–144.04 · VW $134.29i | $242,161,849 | SEC |
| 2022 Q4 | 1,914,785 | 1.14 | Add 0.12% | <0.01 | $128.41–144.34 · VW $138.70i | $256,772,669 | SEC |
| 2022 Q3 | 1,912,478 | 0.99 | Reduce 1.11% | 0.01 | $101.28–138.18 · VW $125.88i | $199,854,000 | SEC |
| 2022 Q2 | 1,934,016 | 0.98 | Add 10.59% | 0.09 | $106.06–132.87 · VW $117.55i | $217,790,000 | SEC |
| 2022 Q1 | 1,748,831 | 0.90 | Add 0.25% | <0.01 | $115.02–143.93 · VW $130.39i | $238,401,000 | SEC |
| 2021 Q4 | 1,744,422 | 1.04 | Add 1.64% | 0.02 | $139.57–169.81 · VW $150.39i | $276,229,000 | SEC |
| 2021 Q3 | 1,716,239 | 1.11 | Add 1.93% | 0.02 | $150.49–172.96 · VW $160.76i | $280,931,000 | SEC |
| 2021 Q2 | 1,683,814 | 1.02 | Add 0.48% | <0.01 | $145.71–167.44 · VW $157.70i | $261,900,000 | SEC |
| 2021 Q1 | 1,675,711 | 1.04 | Reduce 8.21% | 0.09 | $146.69–165.70 · VW $158.88i | $255,093,000 | SEC |
| 2020 Q4 | 1,825,655 | 1.09 | Reduce 0.54% | <0.01 | $118.11–154.90 · VW $140.06i | $231,986,000 | SEC |
| 2020 Q3 | 1,835,506 | 1.10 | Reduce 10.64% | 0.13 | $91.38–123.50 · VW $110.92i | $176,704,000 | SEC |
| 2020 Q2 | 2,054,056 | 1.26 | Reduce 1.57% | 0.02 | $90.78–115.77 · VW $102.25i | $193,205,000 | SEC |
| 2020 Q1 | 2,086,773 | 1.42 | Add 4.08% | 0.06 | $76.91–122.95 · VW $99.06i | $187,872,000 | SEC |
| 2019 Q4 | 2,004,984 | 1.31 | Reduce 13.47% | 0.20 | $112.66–141.10 · VW $123.29i | $279,495,000 | SEC |
| 2019 Q3 | 2,316,972 | 1.48 | Reduce 5.84% | 0.08 | $107.32–132.43 · VW $123.84i | $272,684,000 | SEC |
| 2019 Q2 | 2,460,634 | 1.45 | Reduce 15.12% | 0.24 | $104.34–117.24 · VW $110.48i | $275,099,000 | SEC |
| 2019 Q1 | 2,898,845 | 1.60 | Reduce 6.76% | 0.12 | $98.09–117.16 · VW $107.07i | $293,450,000 | SEC |
| 2018 Q4 | 3,108,876 | 1.77 | Reduce 8.14% | 0.15 | $91.11–112.89 · VW $102.79i | $303,488,000 | SEC |
| 2018 Q3 | 3,384,202 | 1.86 | Add 0.10% | <0.01 | $102.73–119.24 · VW $111.05i | $381,873,000 | SEC |
| 2018 Q2 | 3,380,686 | 1.77 | Reduce 6.09% | 0.12 | $102.20–118.29 · VW $111.69i | $352,267,000 | SEC |
| 2018 Q1 | 3,599,814 | 2.01 | Reduce 7.31% | 0.15 | $104.96–118.75 · VW $110.24i | $395,872,000 | SEC |
| 2017 Q4 | 3,883,833 | 2.04 | Reduce 5.54% | 0.12 | $102.20–119.33 · VW $112.34i | $415,337,000 | SEC |
| 2017 Q3 | 4,111,732 | 2.08 | Reduce 1.03% | 0.02 | $88.08–106.66 · VW $99.75i | $392,712,000 | SEC |
| 2017 Q2 | 4,154,377 | 2.08 | Reduce 0.37% | <0.01 | $81.65–95.22 · VW $89.25i | $379,710,000 | SEC |
| 2017 Q1 | 4,169,609 | 2.07 | Reduce 4.34% | 0.10 | $81.64–93.98 · VW $85.92i | $366,258,000 | SEC |
| 2016 Q4 | 4,358,837 | 2.19 | Reduce 11.92% | 0.24 | $80.65–91.34 · VW $87.54i | $376,124,000 | SEC |
| 2016 Q3 | 4,948,740 | 2.04 | Reduce 7.73% | 0.16 | $65.11–80.53 · VW $75.27i | $329,537,000 | SEC |
| 2016 Q2 | 5,363,320 | 2.09 | Reduce 0.27% | <0.01 | $57.05–67.77 · VW $64.11i | $333,277,000 | SEC |
| 2016 Q1 | 5,378,062 | 1.96 | Reduce 0.85% | 0.02 | $56.67–66.20 · VW $62.71i | $318,489,000 | SEC |
| 2015 Q4 | 5,423,977 | 2.26 | Reduce 0.35% | <0.01 | $52.50–68.00 · VW $58.93i | $358,145,000 | SEC |
| 2015 Q3 | 5,442,892 | 2.15 | Reduce 0.68% | 0.01 | $58.53–69.03 · VW $64.75i | $331,853,000 | SEC |
| 2015 Q2 | 5,479,983 | 2.12 | Reduce 4.90% | 0.10 | $50.07–70.61 · VW $61.59i | $371,324,000 | SEC |
| 2015 Q1 | 5,762,434 | 1.97 | Reduce 2.59% | 0.05 | $58.87–67.19 · VW $63.95i | $349,088,000 | SEC |
| 2014 Q4 | 5,915,463 | 2.01 | Reduce 6.79% | 0.14 | $54.27–63.49 · VW $59.68i | $370,190,000 | SEC |
| 2014 Q3 | 6,346,529 | 2.12 | Add 1.18% | 0.02 | $54.26–61.93 · VW $58.78i | $382,315,000 | SEC |
| 2014 Q2 | 6,272,406 | 2.04 | Add 6.97% | 0.13 | $54.96–59.95 · VW $58.12i | $361,416,000 | SEC |
| 2014 Q1 | 5,863,895 | 2.11 | Reduce 2.44% | 0.05 | $52.97–61.48 · VW $56.67i | $355,997,000 | SEC |
| 2013 Q4 | 6,010,456 | 2.12 | Reduce 1.00% | 0.02 | $54.20–59.82 · VW $56.95i | $351,491,000 | SEC |
| 2013 Q3 | 6,071,408 | 2.10 | Add 2.60% | 0.05 | $50.06–58.14 · VW $55.14i | $313,831,000 | SEC |
| 2013 Q2 | 5,917,734 | 2.15 | Reduce 0.33% | <0.01 | $50.11–56.93 · VW $52.52i | $312,397,000 | SEC |
| 2013 Q1 | 5,937,534 | 2.02 | Add 3.17% | 0.06 | $46.05–55.90 · VW $52.18i | $281,795,000 | SEC |
| 2012 Q4 | 5,754,939 | 2.12 | Reduce 2.54% | 0.05 | $40.20–49.68 · VW $46.27i | $253,045,000 | SEC |
| 2012 Q3 | 5,904,956 | 2.03 | Add 52.29% | 0.70 | $36.78–43.54 · VW $40.47i | $239,033,000 | SEC |
| 2012 Q2 | 3,877,524 | 1.65 | Reduce 7.33% | 0.15 | $30.83–38.86 · VW $35.61i | $138,544,000 | SEC |
| 2012 Q1 | 4,184,183 | 2.01 | Reduce 10.39% | 0.18 | $32.26–46.49 · VW $37.30i | $192,389,000 | SEC |
| 2011 Q4 | 4,669,483 | 1.72 | Reduce 4.01% | 0.07 | $30.03–39.94 · VW $36.40i | $155,260,000 | SEC |
| 2011 Q3 | 4,864,345 | 1.78 | Add 2.83% | 0.05 | $27.85–37.82 · VW $32.21i | $146,514,000 | SEC |
| 2011 Q2 | 4,730,613 | 1.80 | Reduce 0.09% | <0.01 | $32.31–42.99 · VW $37.62i | $193,671,000 | SEC |
| 2011 Q1 | 4,734,680 | 1.94 | Add 13.81% | 0.24 | $41.69–47.80 · VW $44.24i | $218,269,000 | SEC |
| 2010 Q4 | 4,160,110 | 1.74 | Add 7.28% | 0.12 | $37.65–48.36 · VW $44.23i | $176,472,000 | SEC |
| 2010 Q3 | 3,877,783 | 1.58 | Reduce 3.78% | 0.06 | $36.21–41.50 · VW $38.37i | $147,627,000 | SEC |
| 2010 Q2 | 4,029,944 | 1.64 | Reduce 1.77% | 0.03 | $35.16–41.70 · VW $37.74i | $147,536,000 | SEC |
| 2010 Q1 | 4,102,352 | 1.72 | Add 11.52% | 0.18 | $37.02–48.20 · VW $41.60i | $183,580,000 | SEC |
| 2009 Q4 | 3,678,588 | 1.90 | Reduce 3.48% | 0.06 | $37.03–45.19 · VW $41.40i | $153,287,000 | SEC |
| 2009 Q3 | 3,811,282 | 1.68 | Reduce 6.09% | 0.11 | $40.53–47.47 · VW $43.50i | $167,010,000 | SEC |
| 2009 Q2 | 4,058,532 | 1.75 | Reduce 23.79% | 0.51 | $31.59–44.24 · VW $39.76i | $138,437,000 | SEC |
| 2009 Q1 | 5,325,294 | 2.14 | Reduce 2.66% | 0.06 | $14.96–38.94 · VW $30.27i | $141,546,000 | SEC |
| 2008 Q4 | 5,470,787 | 2.12 | Reduce 44.89% | 1.65 | $17.70–37.70 · VW $26.08i | $172,494,000 | SEC |
| 2008 Q3 | 9,927,669 | 3.68 | Add 147.52% | 2.19 | $19.69–50.63 · VW $33.99i | $463,622,000 | SEC |
| 2008 Q2 | 4,010,791 | 0.92 | Add 24.48% | 0.18 | $29.24–43.00 · VW $36.91i | $137,610,000 | SEC |
| 2007 Q4 | 3,222,003 | 0.71 | Add 31.82% | 0.17 | $37.66–49.29 · VW $42.53i | $140,640,000 | SEC |
| 2007 Q3 | 2,444,255 | 0.46 | Add 20.52% | 0.08 | $40.15–48.06 · VW $44.61i | $111,996,000 | SEC |
| 2007 Q2 | 2,028,130 | 0.37 | Reduce 48.10% | 0.48 | $42.16–52.08 · VW $46.25i | $98,263,000 | SEC |
| 2007 Q1 | 3,907,776 | 0.99 | Reduce 64.12% | 1.44 | $45.91–53.25 · VW $50.33i | $167,839,000 | SEC |
| 2006 Q4 | 10,889,840 | 2.24 | Add 4.75% | 0.10 | $45.51–51.95 · VW $48.95i | $525,979,000 | SEC |
| 2006 Q3 | 10,395,765 | 2.28 | Add 0.36% | <0.01 | $44.68–48.57 · VW $46.51i | $488,185,000 | SEC |
| 2006 Q2 | 10,358,958 | 2.37 | Add 2.65% | 0.06 | $39.33–46.10 · VW $43.70i | $435,076,000 | SEC |
| 2006 Q1 | 10,091,098 | 2.41 | Add 28.58% | 0.54 | $40.87–46.80 · VW $43.44i | $420,193,000 | SEC |
| 2005 Q4 | 7,848,286 | 2.33 | Add 2036.75% | 2.23 | $37.88–41.95 · VW $40.32i | $311,498,000 | SEC |
| 2005 Q3 | 367,300 | 0.10 | Buy | 0.10 | $32.92–39.18 · VW $36.78i | $12,462,000 | SEC |
| 2003 Q3 | 0 | 0.00 | Sell 100.00% | 0.04 | $33.16–36.99 · VW $35.18i | SEC | |
| 2003 Q2 | 39,225 | 0.04 | Buy | 0.04 | $32.40–38.26 · VW $34.96i | $1,341,000 | SEC |
Price snapshot:
Current price$334.53
Avg. buy price$79.02
+/- since buy323.35%
52-week low$276.43
52-week high$341.91