Current Value of Holding

$627 Million

Shares

2.17 Million

% of Portfolio

1.84%

Average Buy Price

$216

Avg closing price
Price range

14 Andreas Halvorsen JPMorgan Chase Trades

Andreas Halvorsen acquired 2.17 Million JPMorgan Chase shares worth $627 Million. That's 1.84% of their equity portfolio (19th largest holding). The investor owns 18.94% of the outstanding JPMorgan Chase stock. The first JPMorgan Chase trade was made in Q1 2017. Since then Andreas Halvorsen bought shares seven more times and sold shares on six occasions. The stake costed the investor $469 Million, netting the investor a gain of 34% so far.

Avg closing price
Price range
Sold 70.9% shares (-5.29 Million shares) Q1 2025
Avg closing price $255.15
Price range $225.19 - $279.30
Increased shares by 102.0% (+3.77 Million shares) Q4 2024
Avg closing price $233.61
Price range $205.23 - $250.25
Increased shares by 22.8% (+687 Thousand shares) Q3 2024
Avg closing price $210.82
Price range $194.90 - $224.80
New holding (+3.01 Million shares) Q2 2024
Avg closing price $195.50
Price range $180.08 - $204.79
Sold -120 Thousand shares Q2 2022
Avg closing price $123.90
Price range $112.61 - $135.91
New holding (+120 Thousand shares) Q1 2022
Avg closing price $147.61
Price range $128.30 - $168.44
Sold -874 Thousand shares Q2 2021
Avg closing price $157.05
Price range $147.37 - $166.44
Sold 89.7% shares (-7.58 Million shares) Q1 2021
Avg closing price $143.87
Price range $125.65 - $157.65
Sold 10.5% shares (-992 Thousand shares) Q4 2020
Avg closing price $111.77
Price range $96.54 - $127.07
Increased shares by 47.4% (+3.04 Million shares) Q3 2020
Avg closing price $98.20
Price range $91.28 - $103.82
Increased shares by 56.9% (+2.33 Million shares) Q2 2020
Avg closing price $94.88
Price range $84.03 - $113.45
New holding (+4.09 Million shares) Q1 2020
Avg closing price $121.49
Price range $79.03 - $141.09
Sold -3.7 Million shares Q2 2017
Avg closing price $86.29
Price range $82.15 - $91.40
New holding (+3.7 Million shares) Q1 2017
Avg closing price $88.22
Price range $83.30 - $93.60

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