SEC 13F Intelligence

Fisher Asset Management, LLC / JPM

Fisher Asset Management, LLC’s Jpmorgan Chase & Co Position

Does Fisher Asset Management, LLC own Jpmorgan Chase & Co (JPM)? Yes — 17.02M shares worth $5.0B (+1.70% of its 13F portfolio) as of Q1 2026, up from 16.02M shares the prior filed quarter.

Position Value
$5.0B
Q1 2026
Shares
17.02M
% of Portfolio
+1.70%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $530MQ4 ’18Q1 ’19: $566MQ2 ’19: $650MQ3 ’19: $702MQ4 ’19: $831MQ4 ’19Q1 ’20: $544MQ2 ’20: $596MQ3 ’20: $597MQ4 ’20: $832MQ4 ’20Q1 ’21: $1.0BQ2 ’21: $1.1BQ3 ’21: $1.2BQ4 ’21: $1.2BQ4 ’21Q1 ’22: $1.1BQ2 ’22: $900MQ3 ’22: $821MQ4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1.7BQ4 ’23: $2.0BQ4 ’23Q1 ’24: $2.5BQ2 ’24: $2.6BQ3 ’24: $3.5BQ4 ’24: $4.2BQ4 ’24Q1 ’25: $4.5BQ2 ’25: $4.5BQ3 ’25: $5.0BQ4 ’25: $5.2BQ4 ’25Q1 ’26: $5.0Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.02M$5.0B+1.70%
Q4 202516.02M$5.2B+1.76%
Q3 202515.72M$5.0B+1.79%
Q2 202515.38M$4.5B+1.77%
Q1 202518.37M$4.5B+1.95%
Q4 202417.40M$4.2B+1.66%
Q3 202416.78M$3.5B+1.45%
Q2 202412.74M$2.6B+1.12%
Q1 202412.25M$2.5B+1.15%
Q4 202311.85M$2.0B+0.99%
Q3 202311.39M$1.7B+0.94%
Q2 20239.00M$1M+0.72%
Q1 20238.41M$1M+0.66%
Q4 20228.12M$1M+0.74%
Q3 20227.86M$821M+0.62%
Q2 20227.99M$900M+0.64%
Q1 20227.76M$1.1B+0.62%
Q4 20217.43M$1.2B+0.66%
Q3 20217.11M$1.2B+0.72%
Q2 20216.90M$1.1B+0.67%
Q1 20216.69M$1.0B+0.72%
Q4 20206.55M$832M+0.62%
Q3 20206.20M$597M+0.52%
Q2 20206.33M$596M+0.58%
Q1 20206.04M$544M+0.67%
Q4 20195.96M$831M+0.84%
Q3 20195.97M$702M+0.77%
Q2 20195.81M$650M+0.72%
Q1 20195.59M$566M+0.66%
Q4 20185.43M$530M+0.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fisher Asset Management, LLC’s full portfolio or all institutional holders of JPM.