Viking Global Investors — JPM Trade History
Quarter-by-quarter changes in the JPMORGAN CHASE & CO position · CUSIP 46625H100
Currently held · 2.3 YearsFirst seen: 2017 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 2,899,386 | 195,368 | +7.2% | $949.1M | 2.71% |
| 2026 Q1 | 2026-05-15 | Add | 2,704,018 | 798,036 | +41.9% | $795.4M | 2.23% |
| 2025 Q4 | 2026-02-17 | Reduce | 1,905,982 | -3,153,078 | -62.3% | $614.1M | 1.63% |
| 2025 Q3 | 2025-11-14 | Add | 5,059,060 | 1,017,026 | +25.2% | $1.60B | 4.14% |
| 2025 Q2 | 2025-08-14 | Add | 4,042,034 | 1,870,386 | +86.1% | $1.17B | 3.39% |
| 2025 Q1 | 2025-05-15 | Reduce | 2,171,648 | -5,294,539 | -70.9% | $532.7M | 1.69% |
| 2024 Q4 | 2025-02-14 | Add | 7,466,187 | 3,769,652 | +102.0% | $1.79B | 5.79% |
| 2024 Q3 | 2024-11-14 | Add | 3,696,535 | 686,713 | +22.8% | $779.5M | 2.84% |
| 2024 Q2 | 2024-08-14 | New | 3,009,822 | 3,009,822 | — | $608.8M | 2.34% |
| 2024 Q1 | 2024-05-15 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2021 Q3 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-05-16 | Sold out | — | -119,706 | -100.0% | — | — |
| 2022 Q1 | 2022-05-16 | New | 119,706 | 119,706 | — | $16.3M | 0.07% |
| 2021 Q2 | 2021-08-16 | Sold out | — | -874,417 | -100.0% | — | — |
| 2021 Q1 | 2021-05-17 | Reduce | 874,417 | -7,584,658 | -89.7% | $133.1M | 0.40% |
| 2020 Q4 | 2021-02-16 | Reduce | 8,459,075 | -991,900 | -10.5% | $1.07B | 2.96% |
| 2020 Q3 | 2020-11-16 | Add | 9,450,975 | 3,039,489 | +47.4% | $909.8M | 3.29% |
| 2020 Q2 | 2020-08-07 | Add | 6,411,486 | 2,326,169 | +56.9% | $603.1M | 2.61% |
| 2020 Q1 | 2020-05-13 | New | 4,085,317 | 4,085,317 | — | $367.8M | 1.91% |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | Sold out | — | -3,695,553 | -100.0% | — | — |
| 2017 Q1 | 2017-05-15 | New | 3,695,553 | 3,695,553 | — | $324.6M | 1.43% |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
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.