JPM position history
The shares of JPMorgan Chase (JPM) that MATRIX ASSET ADVISORS INC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 430,446 shares, $70M, 10.0% of portfolio
- 2021 Q4: 215,682 shares, $34M, 4.4% of portfolio, Reduce −49.9%
- 2022 Q1: 218,372 shares, $30M, 4.0% of portfolio, Add +1.2%
- 2022 Q2: 222,179 shares, $25M, 3.8% of portfolio, Add +1.7%
- 2022 Q3: 221,278 shares, $23M, 3.8% of portfolio, Reduce −0.4%
- 2022 Q4: 219,020 shares, $29M, 4.4% of portfolio, Reduce −1.0%
- 2023 Q1: 215,018 shares, $28M, 4.1% of portfolio, Reduce −1.8%
- 2023 Q2: 215,166 shares, $31M, 4.3% of portfolio, Add +0.1%
- 2023 Q3: 212,678 shares, $31M, 4.4% of portfolio, Reduce −1.2%
- 2023 Q4: 208,218 shares, $35M, 4.5% of portfolio, Reduce −2.1%
- 2024 Q1: 184,245 shares, $37M, 4.4% of portfolio, Reduce −11.5%
- 2024 Q2: 181,058 shares, $37M, 4.4% of portfolio, Reduce −1.7%
- 2024 Q3: 166,791 shares, $35M, 3.9% of portfolio, Reduce −7.9%
- 2024 Q4: 161,806 shares, $39M, 4.2% of portfolio, Reduce −3.0%
- 2025 Q1: 144,561 shares, $35M, 3.9% of portfolio, Reduce −10.7%
- 2025 Q2: 278,366 shares, $81M, 8.2% of portfolio, Add +92.6%
- 2025 Q3: 138,783 shares, $44M, 4.1% of portfolio, Reduce −50.1%
- 2025 Q4: 136,135 shares, $44M, 3.9% of portfolio, Reduce −1.9%
- 2026 Q1: 134,535 shares, $40M, 3.6% of portfolio, Reduce −1.2%
- 2026 Q2: 132,893 shares, $43M, 3.5% of portfolio, Reduce −1.2%
- 2026 Q3: 129,211 shares, $43M, 3.5% of portfolio, Reduce −2.8%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|