Andreas Halvorsen JPM Holdings History

Number of Shares
2.17 Mil
Current Holdings Value*
$532.71 Mil
% of Portfolio
1.69%
Total Estimate Gain
$750.27 Mil
% of Total Estimate Gain
19.83%

Andreas Halvorsen's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, Viking Global Investors LP held 2.17 Mil shares of JPMorgan Chase & Co(JPM), totaling $532.71 Mil. This investment constitutes 1.69% of their stock portfolio, and Viking Global Investors LP now holds 0.08% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2009Q1. And since then Andreas Halvorsen has made 14 purchases of JPM, at an average price of $87.43, for a total of 43.28 Mil shares. In addition, there have been 14 sales at an average price of $94.66 for 41.11 Mil shares. Based on historical transaction data and JPM's current price of $296.00, Andreas Halvorsen's estimated gain on his JPM holdings is $750.27 Mil, reflecting a 19.83% gain to date.

Andreas Halvorsen JPM ($296.00) Holding Chart

Andreas Halvorsen JPM ($296.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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