Ken Fisher Jpmorgan Chase & CO Transaction History

Fisher Asset Management, LLC

$247 Billion
Q2 2025

A detailed history of Ken Fisher (Fisher Asset Management, LLC) transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Fisher Asset Management, LLC holds 15,375,410 shares of JPM stock, worth $4.5 Billion. This represents 1.8% of its overall portfolio holdings.

Number of Shares

15,375,410

Previous 18,369,132 16.3%

Holding current value

$4.5 Billion

Previous $4.51 Billion 1.08%

% of portfolio

1.8%

Previous 1.98%

36 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$210.28 - $289.91 $630 Million - $868 Million	-2,993,722 Reduced 16.3%	15,375,410 $4.46 Billion
Q1 2025 May 14, 2025	BUY	$225.19 - $279.95 $218 Million - $271 Million	967,696 Added 5.56%	18,369,132 $4.51 Billion
Q4 2024 Feb 05, 2025	BUY	$205.18 - $250.29 $127 Million - $154 Million	617,164 Added 3.68%	17,401,436 $4.17 Billion
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $788 Million - $909 Million	4,043,841 Added 31.74%	16,784,272 $3.54 Billion
Q2 2024 Aug 14, 2024	BUY	$180.08 - $204.79 $87.7 Million - $99.7 Million	487,049 Added 3.97%	12,740,431 $2.58 Billion
Q1 2024 May 09, 2024	BUY	$167.09 - $200.3 $69.6 Million - $83.4 Million	416,484 Added 3.52%	12,253,382 $2.45 Billion
Q4 2023 Mar 05, 2024	SELL	$135.69 - $170.3 $1.65 Million - $2.08 Million	-12,192 Reduced 0.1%	11,836,898 $2.01 Billion
Q4 2023 Feb 06, 2024	BUY	$135.69 - $170.3 $62.7 Million - $78.7 Million	462,290 Added 4.06%	11,849,090 $2.02 Billion
Q3 2023 Nov 13, 2023	BUY	$143.21 - $158.0 $342 Million - $378 Million	2,390,003 Added 26.57%	11,386,800 $1.65 Billion
Q2 2023 Dec 12, 2023	SELL	$127.47 - $145.44 $305 Million - $348 Million	-2,392,576 Reduced 21.01%	8,994,224 $1.31 Billion
Q2 2023 Aug 08, 2023	BUY	$127.47 - $145.44 $74.5 Million - $85 Million	584,635 Added 6.95%	8,996,797 $1.31 Billion
Q1 2023 Dec 12, 2023	SELL	$124.91 - $143.8 $369 Million - $424 Million	-2,951,174 Reduced 25.92%	8,435,626 $1.1 Billion
Q1 2023 May 01, 2023	BUY	$124.91 - $143.8 $36.6 Million - $42.1 Million	292,911 Added 3.61%	8,412,162 $1.1 Billion
Q4 2022 Feb 03, 2023	BUY	$101.96 - $137.84 $26.9 Million - $36.3 Million	263,567 Added 3.36%	8,119,251 $1.09 Billion
Q3 2022 Nov 08, 2022	SELL	$20.73 - $120.58 $2.77 Million - $16.1 Million	-133,755 Reduced 1.67%	7,855,684 $821 Million
Q2 2022 Aug 09, 2022	BUY	$112.61 - $135.91 $25.8 Million - $31.2 Million	229,353 Added 2.96%	7,989,439 $900 Million
Q1 2022 May 05, 2022	BUY	$128.3 - $168.44 $42.1 Million - $55.2 Million	327,761 Added 4.41%	7,760,086 $1.06 Billion
Q4 2021 Feb 02, 2022	BUY	$153.94 - $171.78 $49.7 Million - $55.5 Million	323,036 Added 4.54%	7,432,325 $1.18 Billion
Q3 2021 Oct 26, 2021	BUY	$146.97 - $166.98 $30.1 Million - $34.2 Million	204,912 Added 2.97%	7,109,289 $1.16 Billion
Q2 2021 Jul 27, 2021	BUY	$147.37 - $166.44 $31.3 Million - $35.4 Million	212,570 Added 3.18%	6,904,377 $1.07 Billion
Q1 2021 Apr 27, 2021	BUY	$125.65 - $157.65 $18.1 Million - $22.7 Million	144,111 Added 2.2%	6,691,807 $1.02 Billion
Q4 2020 Jan 29, 2021	BUY	$96.54 - $127.07 $33.8 Million - $44.5 Million	350,211 Added 5.65%	6,547,696 $832 Million
Q3 2020 Nov 10, 2020	SELL	$91.28 - $103.82 $12.4 Million - $14.1 Million	-135,393 Reduced 2.14%	6,197,485 $597 Million
Q2 2020 Aug 07, 2020	BUY	$84.03 - $113.45 $24.6 Million - $33.3 Million	293,173 Added 4.85%	6,332,878 $596 Million
Q1 2020 Apr 28, 2020	BUY	$79.03 - $141.09 $6.37 Million - $11.4 Million	80,640 Added 1.35%	6,039,705 $544 Million
Q4 2019 Feb 12, 2020	SELL	$111.82 - $139.4 $684,114 - $852,849	-6,118 Reduced 0.1%	5,959,065 $831 Million
Q3 2019 Oct 29, 2019	BUY	$104.8 - $120.23 $16.1 Million - $18.5 Million	153,852 Added 2.65%	5,965,183 $702 Million
Q2 2019 Jul 30, 2019	BUY	$104.64 - $116.12 $23.4 Million - $26 Million	223,850 Added 4.01%	5,811,331 $650 Million
Q1 2019 Apr 22, 2019	BUY	$97.11 - $107.19 $15.6 Million - $17.2 Million	160,503 Added 2.96%	5,587,481 $566 Million
Q4 2018 Jan 25, 2019	BUY	$92.14 - $115.32 $19.2 Million - $24.1 Million	208,780 Added 4.0%	5,426,978 $530 Million
Q3 2018 Oct 24, 2018	BUY	$103.61 - $118.63 $865,143 - $990,560	8,350 Added 0.16%	5,218,198 $589 Million
Q2 2018 Jul 09, 2018	BUY	$103.24 - $114.29 $21.3 Million - $23.6 Million	206,453 Added 4.13%	5,209,848 $543 Million
Q1 2018 May 11, 2018	SELL	$107.01 - $118.77 $45.9 Million - $50.9 Million	-428,732 Reduced 7.89%	5,003,395 $550 Million
Q1 2018 Apr 19, 2018	BUY	$107.01 - $118.77 $59.8 Million - $66.4 Million	559,140 Added 11.47%	5,432,127 $597 Million
Q4 2017 Jan 24, 2018	SELL	$95.86 - $107.83 $218 Million - $245 Million	-2,269,263 Reduced 31.77%	4,872,987 $521 Million
Q3 2017 Oct 17, 2017	BUY	$88.42 - $95.51 $632 Million - $682 Million	7,142,250	7,142,250 $682 Million

Others Institutions Holding JPM

# of Institutions

5,322

Shares Held

2.09B

Call Options Held

28.8M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $859B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track Ken Fisher's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fisher Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fisher Asset Management, LLC and Ken Fisher with notifications on news.

Account