SEC 13F Intelligence

Pzena Investment Management LLC / JPM

Pzena Investment Management LLC’s Jpmorgan Chase & Co Position

Does Pzena Investment Management LLC own Jpmorgan Chase & Co (JPM)? Yes — 337.3K shares worth $99M (+0.32% of its 13F portfolio) as of Q1 2026, down from 342.4K shares the prior filed quarter.

Position Value
$99M
Q1 2026
Shares
337.3K
% of Portfolio
+0.32%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $303MQ4 ’18Q1 ’19: $293MQ2 ’19: $275MQ3 ’19: $273MQ4 ’19: $279MQ4 ’19Q1 ’20: $188MQ2 ’20: $193MQ3 ’20: $177MQ4 ’20: $232MQ4 ’20Q1 ’21: $255MQ2 ’21: $262MQ3 ’21: $281MQ4 ’21: $276MQ4 ’21Q1 ’22: $238MQ2 ’22: $218MQ3 ’22: $200MQ4 ’22: $257MQ4 ’22Q1 ’23: $242MQ2 ’23: $262MQ3 ’23: $259MQ4 ’23: $301MQ4 ’23Q1 ’24: $263MQ2 ’24: $194MQ3 ’24: $186MQ4 ’24: $148MQ4 ’24Q1 ’25: $77MQ2 ’25: $99MQ3 ’25: $107MQ4 ’25: $110MQ4 ’25Q1 ’26: $99Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026337.3K$99M+0.32%
Q4 2025342.4K$110M+0.33%
Q3 2025340.0K$107M+0.35%
Q2 2025342.3K$99M+0.32%
Q1 2025312.2K$77M+0.27%
Q4 2024616.8K$148M+0.50%
Q3 2024884.4K$186M+0.60%
Q2 2024960.5K$194M+0.68%
Q1 20241.31M$263M+0.90%
Q4 20231.77M$301M+1.13%
Q3 20231.78M$259M+1.11%
Q2 20231.80M$262M+1.12%
Q1 20231.86M$242M+1.04%
Q4 20221.91M$257M+1.14%
Q3 20221.91M$200M+0.99%
Q2 20221.93M$218M+0.98%
Q1 20221.75M$238M+0.90%
Q4 20211.74M$276M+1.04%
Q3 20211.72M$281M+1.11%
Q2 20211.68M$262M+1.02%
Q1 20211.68M$255M+1.04%
Q4 20201.83M$232M+1.09%
Q3 20201.84M$177M+1.10%
Q2 20202.05M$193M+1.26%
Q1 20202.09M$188M+1.42%
Q4 20192.00M$279M+1.31%
Q3 20192.32M$273M+1.48%
Q2 20192.46M$275M+1.45%
Q1 20192.90M$293M+1.60%
Q4 20183.11M$303M+1.77%

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