Ole Andreas Halvorsen
Viking Global Investors
Ole Andreas Halvorsen JPMorgan Chase & Co stake
total: 652
Viking Global Investors JPM trades
- Total transactions:
- 18
- New positions:
- 4
- Sold out:
- 3
- Added:
- 7
- Reduced:
- 4
- Held since:
- 2024 Q2
- Held for:
- 8 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Ole Andreas Halvorsen holds 2,704,018 JPMorgan Chase & Co (JPM) shares with a market value of roughly $795.41M accounting for 2.23% of the overall portfolio. To date, the estimated cost basis is nearly $247.05 for "buy" trades and estimated average "sell" price is $274.01. Viking Global Investors first purchased JPM in 2017 Q1, initially acquiring about 3.70M shares. Ole Andreas Halvorsen later completely sold out the position and invested in JPMorgan Chase & Co again in 2024 Q2. Since the initial investment in JPMorgan Chase & Co (JPM), Viking Global Investors has made 17 more transactions.
When did Ole Andreas Halvorsen buy JPMorgan Chase & Co (JPM)?
Ole Andreas Halvorsen first invested in JPMorgan Chase & Co (JPM) in 2017 Q1 at the reported quarter-end price of $87.84 per share.
What's the cost basis of Viking Global Investors's JPM stake?
The estimated cost basis for JPMorgan Chase & Co (JPM) stake is around $247.05 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $247.05
- Weighted AVG sell price:
- $274.01
Ole Andreas Halvorsen's historical trades in JPMorgan Chase & Co
18 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
2.23%
|
2,704,018
|
$294.16
|
$795,413,935
|
+41.87% (+798,036)
|
+0.66%
|
|
2025 Q4
|
1.63%
|
1,905,982
|
$322.22
|
$614,145,520
|
-62.33% (-3,153,078)
|
-2.64%
|
|
2025 Q3
|
4.14%
|
5,059,060
|
$315.43
|
$1,595,779,296
|
+25.16% (+1,017,026)
|
+0.83%
|
|
2025 Q2
|
3.39%
|
4,042,034
|
$289.91
|
$1,171,826,077
|
+86.13% (+1,870,386)
|
+1.57%
|
|
2025 Q1
|
1.69%
|
2,171,648
|
$245.30
|
$532,705,254
|
-70.91% (-5,294,539)
|
-4.2%
|
|
2024 Q4
|
5.79%
|
7,466,187
|
$239.71
|
$1,789,719,686
|
+101.98% (+3,769,652)
|
+2.92%
|
|
2024 Q3
|
2.84%
|
3,696,535
|
$210.86
|
$779,451,370
|
+22.82% (+686,713)
|
+0.53%
|
|
2024 Q2
|
2.34%
|
3,009,822
|
$202.26
|
$608,766,598
|
new
|
+2.34%
|
|
2022 Q2
|
0.00%
|
0
|
$136.32
|
|
-100% (-119,706)
|
-0.07%
|
|
2022 Q1
|
0.07%
|
119,706
|
$136.32
|
$16,318,000
|
new
|
+0.07%
|
|
2021 Q2
|
0.00%
|
$152.23
|
-100% (-874,417)
|
|||
|
2021 Q1
|
0.40%
|
$152.23
|
-89.66% (-7,584,658)
|
|||
|
2020 Q4
|
2.96%
|
$127.07
|
-10.50% (-991,900)
|
|||
|
2020 Q3
|
3.29%
|
$96.27
|
+47.41% (+3,039,489)
|
|||
|
2020 Q2
|
2.61%
|
$94.06
|
+56.94% (+2,326,169)
|
|||
|
2020 Q1
|
1.91%
|
$90.03
|
new
|
|||
|
2017 Q2
|
0.00%
|
$87.84
|
-100% (-3,695,553)
|
|||
|
2017 Q1
|
1.43%
|
$87.84
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.