Exited position

Daniel Loeb’s JPMorgan Chase (JPM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Third Point LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2016Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares5.25MHighest verified quarter-end share count
Quarters reported2Verified quarters with shares above zero
What happened?

Third Point LLC first reported JPMorgan Chase in Q4 2016. The reported position was reduced across later filings. The latest verified relationship event shows that Third Point LLC sold the entire position in Q2 2017, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2017
Sold the entire position−3.75M shares · No shares reported at quarter-end
Q1 2017
Sold 28.6% of the position−1.50M shares · 3.75M shares remained
Filing context

Quarter-end price $87.84 · Estimated holding basis $86.29

Q4 2016
New position+5.25M shares · 5.25M shares reported
Filing context

Quarter-end price $86.29 · Estimated holding basis $86.29

Portfolio importance

How important was JPMorgan Chase in Third Point LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight3.2%Q1 2017
Last reported rank#7of 37 reported positions
Peak portfolio weight4.4%Q4 2016
Best historical rank#5Q4 2016
At peak importanceQ4 2016
JPM
4.4%
Largest holding
22.6%
Cross-investor discovery

Who else owns JPMorgan Chase?

Also reported by 4 other tracked investors in their latest verified filings.

George SorosSoros Fund Management
JPM0.5% of reported portfolio
Tom RussoGardner Russo & Quinn · formerly Gardner Russo & Gardner
JPM0.1% of reported portfolio
Joel GreenblattGotham Asset Management
JPM0.1% of reported portfolio
Explore JPMorgan Chase across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$356.232026-09-11

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View JPMorgan Chase stock page →

This tracker follows Third Point LLC’s Form 13F disclosures, not Daniel Loeb’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.