JPM — D JP Morgan Chase & Co. COMMON STOCK

Ownership history in VIKING GLOBAL INVESTORS LP  ·  28 quarters on record

This page tracks every 13F SEC filing in which VIKING GLOBAL INVESTORS LP reported a position in D JP Morgan Chase & Co. COMMON STOCK (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.83% (2009 Q3)
Avg. % of fund
2.59%
First filed
2004 Q2
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,905,982 -3,153,078 -62.3% 1.63% $614.1M $320.77
2025 Q3 ADDED 5,059,060 +1,017,026 +25.2% 4.14% $1.60B $312.49
2025 Q2 ADDED 4,042,034 +1,870,386 +86.1% 3.39% $1.17B $285.83
2025 Q1 REDUCED 2,171,648 -5,294,539 -70.9% 1.69% $532.7M $240.37
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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