Edgar Wachenheim - Greenhaven Associates
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $6,071,579,036
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
2026   Q1 4,000 0.02 $294.16 $1,176,640 SEC
2025   Q4 4,000 0.02 $322.22 $1,288,880 SEC
2025   Q3 4,000 0.02 Reduce 20.00% <0.01 $290.54–322.25 · VW $308.62i $1,261,720 SEC
2025   Q2 5,000 0.02 $289.91 $1,449,550 SEC
2025   Q1 5,000 0.02 $245.30 $1,226,500 SEC
2024   Q4 5,000 0.02 $239.71 $1,198,550 SEC
2024   Q3 5,000 0.01 Reduce 33.33% <0.01 $200.61–254.31 · VW $234.88i $1,054,300 SEC
2024   Q2 7,500 0.02 Reduce 99.84% 8.52 $190.88–225.48 · VW $213.72i $1,516,950 SEC
2024   Q1 4,626,384 8.53 Reduce 2.06% 0.18 $179.20–205.88 · VW $195.90i $926,664,715 SEC
2023   Q4 4,723,504 8.57 Add 0.10% <0.01 $155.82–186.43 · VW $176.10i $803,468,030 SEC
2023   Q3 4,719,004 8.87 Reduce 1.83% 0.17 $135.19–156.13 · VW $149.13i $684,349,960 SEC
2023   Q2 4,806,904 9.28 Add 1.44% 0.13 $135.45–159.38 · VW $147.05i $699,116,118 SEC
2023   Q1 4,738,784 9.58 Reduce 1.19% 0.14 $123.11–144.04 · VW $134.29i $617,510,943 SEC
2022   Q4 4,795,784 11.42 Reduce 0.52% 0.06 $128.41–144.34 · VW $138.70i $643,114,634 SEC
2022   Q3 4,820,984 10.60 Add 6.33% 0.63 $101.28–138.18 · VW $125.88i $503,793,000 SEC
2022   Q2 4,533,856 11.02 Add 600.74% 9.45 $106.06–132.87 · VW $117.55i $510,558,000 SEC
2022   Q1 647,011 2.34 Add 12840.22% 2.32 $115.02–143.93 · VW $130.39i $88,201,000 SEC
2021   Q4 5,000 0.02 $158.40 $792,000 SEC
2021   Q3 5,000 0.03 $163.60 $818,000 SEC
2021   Q2 5,000 0.02 $155.60 $778,000 SEC
2021   Q1 5,000 0.02 $152.20 $761,000 SEC
2020   Q4 5,000 0.01 $127.00 $635,000 SEC
2020   Q3 5,000 0.01 Reduce 97.81% 0.47 $91.38–123.50 · VW $110.92i $481,000 SEC
2020   Q2 228,725 0.48 Reduce 50.82% 0.79 $90.78–115.77 · VW $102.25i $21,514,000 SEC
2020   Q1 465,100 1.56 Add 9202.00% 1.54 $76.91–122.95 · VW $99.06i $41,873,000 SEC
2019   Q4 5,000 0.02 Reduce 99.76% 4.93 $112.66–141.10 · VW $123.29i $697,000 SEC
2019   Q3 2,074,113 4.94 Reduce 57.70% 5.52 $107.32–132.43 · VW $123.84i $244,102,000 SEC
2019   Q2 4,903,076 9.57 Reduce 1.36% 0.12 $104.34–117.24 · VW $110.48i $548,164,000 SEC
2019   Q1 4,970,573 8.94 Reduce 1.63% 0.15 $98.09–117.16 · VW $107.07i $503,171,000 SEC
2018   Q4 5,052,884 9.51 Reduce 3.06% 0.28 $91.11–112.89 · VW $102.79i $493,263,000 SEC
2018   Q3 5,212,384 9.11 Reduce 2.33% 0.19 $102.73–119.24 · VW $111.05i $588,165,000 SEC
2018   Q2 5,336,700 8.33 Reduce 19.99% 2.31 $102.20–118.29 · VW $111.69i $556,084,000 SEC
2018   Q1 6,670,020 11.54 Reduce 2.74% 0.30 $104.96–118.75 · VW $110.24i $733,502,000 SEC
2017   Q4 6,858,192 11.07 Reduce 0.70% 0.07 $102.20–119.33 · VW $112.34i $733,415,000 SEC
2017   Q3 6,906,482 9.90 Reduce 1.81% 0.18 $88.08–106.66 · VW $99.75i $659,638,000 SEC
2017   Q2 7,033,846 9.72 Reduce 3.95% 0.40 $81.65–95.22 · VW $89.25i $642,894,000 SEC
2017   Q1 7,323,232 10.21 Reduce 3.03% 0.33 $81.64–93.98 · VW $85.92i $643,273,000 SEC
2016   Q4 7,551,944 10.99 Reduce 3.04% 0.30 $80.65–91.34 · VW $87.54i $651,657,000 SEC
2016   Q3 7,788,657 9.89 Reduce 4.80% 0.47 $65.11–80.53 · VW $75.27i $518,647,000 SEC
2016   Q2 8,181,269 9.89 Reduce 9.61% 0.99 $57.05–67.77 · VW $64.11i $504,457,000 SEC
2016   Q1 9,051,053 10.25 Reduce 0.16% 0.02 $56.67–66.20 · VW $62.71i $536,003,000 SEC
2015   Q4 9,065,935 11.39 Add 0.68% 0.08 $52.50–68.00 · VW $58.93i $598,624,000 SEC
2015   Q3 9,004,895 10.97 Add 0.55% 0.06 $58.53–69.03 · VW $64.75i $549,028,000 SEC
2015   Q2 8,955,900 11.10 Add 1.46% 0.16 $50.07–70.61 · VW $61.59i $606,852,000 SEC
2015   Q1 8,826,930 9.63 Add 18.90% 1.53 $58.87–67.19 · VW $63.95i $534,735,000 SEC
2014   Q4 7,423,775 8.36 Buy 8.36 $54.27–63.49 · VW $59.68i $464,580,000 SEC
Price snapshot:
Current price$334.53
Avg. buy price$115.74
+/- since buy189.04%
52-week low$276.43
52-week high$341.91