Bill Miller - Miller Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    55
Portfolio value:    $383,178,520
Holdings Activity Buys Sells    History
Holding/activity history for  JPMorgan Chase & Co. (JPM)
← All JPM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 2.20 $135.45–159.38 · VW $147.05i SEC
2023   Q1 269,917 2.20 Reduce 22.70% 0.69 $123.11–144.04 · VW $134.29i $35,172,938 SEC
2022   Q4 349,181 3.03 Reduce 10.88% 0.27 $128.41–144.34 · VW $138.70i $46,825,236 SEC
2022   Q3 391,803 2.49 Add 0.50% 0.01 $101.28–138.18 · VW $125.88i $40,944,000 SEC
2022   Q2 389,837 2.21 Reduce 1.10% 0.02 $106.06–132.87 · VW $117.55i $43,899,000 SEC
2022   Q1 394,190 1.71 Reduce 2.72% 0.05 $115.02–143.93 · VW $130.39i $53,736,000 SEC
2021   Q4 405,209 1.76 Reduce 10.34% 0.18 $139.57–169.81 · VW $150.39i $64,164,000 SEC
2021   Q3 451,963 1.71 Reduce 0.48% <0.01 $150.49–172.96 · VW $160.76i $73,982,000 SEC
2021   Q2 454,126 1.67 Add 1.34% 0.02 $145.71–167.44 · VW $157.70i $70,635,000 SEC
2021   Q1 448,126 1.76 Reduce 0.09% <0.01 $146.69–165.70 · VW $158.88i $68,218,000 SEC
2020   Q4 448,510 1.73 Add 13.57% 0.21 $118.11–154.90 · VW $140.06i $56,992,000 SEC
2020   Q3 394,932 1.37 Reduce 0.70% 0.01 $91.38–123.50 · VW $110.92i $38,020,000 SEC
2020   Q2 397,705 1.66 Reduce 0.16% <0.01 $90.78–115.77 · VW $102.25i $37,408,000 SEC
2020   Q1 398,330 2.31 Reduce 26.17% 0.71 $76.91–122.95 · VW $99.06i $35,862,000 SEC
2019   Q4 539,530 2.70 Reduce 16.98% 0.53 $112.66–141.10 · VW $123.29i $75,210,000 SEC
2019   Q3 649,861 3.11 Reduce 7.95% 0.24 $107.32–132.43 · VW $123.84i $76,482,000 SEC
2019   Q2 706,025 2.99 Reduce 8.00% 0.25 $104.34–117.24 · VW $110.48i $78,934,000 SEC
2019   Q1 767,395 3.10 Reduce 0.43% 0.01 $98.09–117.16 · VW $107.07i $77,683,000 SEC
2018   Q4 770,686 3.46 Add 0.06% <0.01 $91.11–112.89 · VW $102.79i $75,234,000 SEC
2018   Q3 770,257 2.85 Buy 2.85 $102.73–119.24 · VW $111.05i $86,916,000 SEC
2008   Q4 0 0.00 Sell 100.00% 1.99 $17.70–37.70 · VW $26.08i SEC
2008   Q3 1,000,000 1.99 Buy 1.99 $19.69–50.63 · VW $33.99i $46,700,000 SEC
Price snapshot:
Current price$334.53
52-week low$276.43
52-week high$341.91