Harris Associates (Bill Nygren) — JPM Trade History
Quarter-by-quarter changes in the JPMORGAN CHASE & CO position · CUSIP 46625H100
Currently held · >10 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 6,215 | 400 | +6.9% | $2.0M | 0.00% |
| 2026 Q1 | 2026-05-15 | Reduce | 5,815 | -120 | -2.0% | $1.7M | 0.00% |
| 2025 Q4 | 2026-02-17 | Add | 5,935 | 230 | +4.0% | $1.9M | 0.00% |
| 2025 Q3 | 2025-11-14 | Reduce | 5,705 | -99 | -1.7% | $1.8M | 0.00% |
| 2025 Q2 | 2025-08-14 | Add | 5,804 | 916 | +18.7% | $1.7M | 0.00% |
| 2025 Q1 | 2025-05-15 | Add | 4,888 | 49 | +1.0% | $1.2M | 0.00% |
| 2024 Q4 | 2025-02-14 | Reduce | 4,839 | -136 | -2.7% | $1.2M | 0.00% |
| 2024 Q3 | 2024-11-14 | Reduce | 4,975 | -14 | -0.3% | $1.0M | 0.00% |
| 2024 Q2 | 2024-08-14 | Add | 4,989 | 69 | +1.4% | $1.0M | 0.00% |
| 2024 Q1 | 2024-05-15 | Reduce | 4,920 | -255 | -4.9% | $985.5K | 0.00% |
| 2023 Q4 | 2024-02-14 | Hold | 5,175 | — | 0.0% | $880.3K | 0.00% |
| 2023 Q3 | 2023-11-14 | Hold | 5,175 | — | 0.0% | $750.5K | 0.00% |
| 2023 Q2 | 2023-08-14 | Reduce | 5,175 | -1,300 | -20.1% | $752.7K | 0.00% |
| 2023 Q1 | 2023-05-15 | Add | 6,475 | 1,300 | +25.1% | $843.8K | 0.00% |
| 2022 Q4 | 2023-02-14 | Hold | 5,175 | — | 0.0% | $694.0K | 0.00% |
| 2022 Q3 | 2022-11-14 | Hold | 5,175 | — | 0.0% | $541.0K | 0.00% |
| 2022 Q2 | 2022-08-15 | Reduce | 5,175 | -162 | -3.0% | $583.0K | 0.00% |
| 2022 Q1 | 2022-05-16 | Hold | 5,337 | — | 0.0% | $728.0K | 0.00% |
| 2021 Q4 | 2022-02-14 | Hold | 5,337 | — | 0.0% | $845.0K | 0.00% |
| 2021 Q3 | 2021-11-15 | Hold | 5,337 | — | 0.0% | $874.0K | 0.00% |
| 2021 Q2 | 2021-08-16 | Hold | 5,337 | — | 0.0% | $830.0K | 0.00% |
| 2021 Q1 | 2021-05-17 | Reduce | 5,337 | -800 | -13.0% | $812.0K | 0.00% |
| 2020 Q4 | 2021-02-16 | Reduce | 6,137 | -15,000 | -71.0% | $780.0K | 0.00% |
| 2020 Q3 | 2020-11-16 | Hold | 21,137 | — | 0.0% | $2.0M | 0.01% |
| 2020 Q2 | 2020-08-14 | Hold | 21,137 | — | 0.0% | $2.0M | 0.01% |
| 2020 Q1 | 2020-05-15 | Reduce | 21,137 | -16,215 | -43.4% | $1.9M | 0.01% |
| 2019 Q4 | 2020-02-14 | Hold | 37,352 | — | 0.0% | $5.2M | 0.01% |
| 2019 Q3 | 2019-11-14 | Reduce | 37,352 | -864 | -2.3% | $4.4M | 0.01% |
| 2019 Q2 | 2019-08-14 | Reduce | 38,216 | -936 | -2.4% | $4.3M | 0.01% |
| 2019 Q1 | 2019-05-15 | Reduce | 39,152 | -422 | -1.1% | $4.0M | 0.01% |
| 2018 Q4 | 2019-02-14 | Hold | 39,574 | — | 0.0% | $3.9M | 0.01% |
| 2018 Q3 | 2018-11-14 | Reduce | 39,574 | -422,170 | -91.4% | $4.5M | 0.01% |
| 2018 Q2 | 2018-08-14 | Reduce | 461,744 | -285,408 | -38.2% | $48.1M | 0.08% |
| 2018 Q1 | 2018-05-15 | Reduce | 747,152 | -2,781,015 | -78.8% | $82.2M | 0.14% |
| 2017 Q4 | 2018-02-14 | Reduce | 3,528,167 | -7,476,612 | -67.9% | $377.3M | 0.62% |
| 2017 Q3 | 2017-11-14 | Reduce | 11,004,779 | -1,337,498 | -10.8% | $1.05B | 1.77% |
| 2017 Q2 | 2017-08-14 | Reduce | 12,342,277 | -278,853 | -2.2% | $1.13B | 2.03% |
| 2017 Q1 | 2017-05-08 | Reduce | 12,621,130 | -5,314,690 | -29.6% | $1.11B | 2.03% |
| 2016 Q4 | 2017-02-10 | Reduce | 17,935,820 | -6,499,015 | -26.6% | $1.55B | 2.98% |
| 2016 Q3 | 2016-11-09 | New | 24,434,835 | 24,434,835 | — | $1.63B | 3.22% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.