Current Value of Holding

$595M

Shares

1.91M

% of Portfolio

1.54%

Average Buy Price

$231

Avg closing price
Price range

17 Andreas Halvorsen JPMorgan Chase Trades

Andreas Halvorsen acquired 1.91M JPMorgan Chase shares worth $595M. That's 1.54% of their equity portfolio (24th largest holding). The first JPMorgan Chase trade was made in Q1 2017. Since then Andreas Halvorsen bought shares nine more times and sold shares on seven occasions. The stake costed the investor $441M, netting the investor a gain of 35% so far.

Avg closing price
Price range
Sold 62.3% shares (-3.15M shares) Q4 2025
Avg closing price $309.57
Price range $294.11 - $329.17
Increased shares by 25.2% (+1.02M shares) Q3 2025
Avg closing price $297.45
Price range $282.78 - $316.06
Increased shares by 86.1% (+1.87M shares) Q2 2025
Avg closing price $255.21
Price range $210.28 - $289.91
Sold 70.9% shares (-5.29M shares) Q1 2025
Avg closing price $255.15
Price range $225.19 - $279.30
Increased shares by 102.0% (+3.77M shares) Q4 2024
Avg closing price $233.61
Price range $205.23 - $250.25
Increased shares by 22.8% (+687k shares) Q3 2024
Avg closing price $210.82
Price range $194.90 - $224.80
New holding (+3.01M shares) Q2 2024
Avg closing price $195.50
Price range $180.08 - $204.79
Sold -120k shares Q2 2022
Avg closing price $123.90
Price range $112.61 - $135.91
New holding (+120k shares) Q1 2022
Avg closing price $147.61
Price range $128.30 - $168.44
Sold -874k shares Q2 2021
Avg closing price $157.05
Price range $147.37 - $166.44
Sold 89.7% shares (-7.58M shares) Q1 2021
Avg closing price $143.87
Price range $125.65 - $157.65
Sold 10.5% shares (-992k shares) Q4 2020
Avg closing price $111.77
Price range $96.54 - $127.07
Increased shares by 47.4% (+3.04M shares) Q3 2020
Avg closing price $98.20
Price range $91.28 - $103.82
Increased shares by 56.9% (+2.33M shares) Q2 2020
Avg closing price $94.88
Price range $84.03 - $113.45
New holding (+4.09M shares) Q1 2020
Avg closing price $121.49
Price range $79.03 - $141.09
Sold -3.7M shares Q2 2017
Avg closing price $86.29
Price range $82.15 - $91.40
New holding (+3.7M shares) Q1 2017
Avg closing price $88.22
Price range $83.30 - $93.60

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