Glenn Greenberg - Brave Warrior Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $4,040,158,246
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 5,643 0.04 $294.16 $1,659,945 SEC
2025   Q4 5,643 0.04 $322.22 $1,818,287 SEC
2025   Q3 5,643 0.04 $315.43 $1,779,971 SEC
2025   Q2 5,643 0.04 $289.91 $1,635,962 SEC
2025   Q1 5,643 0.03 $245.30 $1,384,228 SEC
2024   Q4 5,643 0.03 $239.71 $1,352,684 SEC
2024   Q3 5,643 0.02 $210.86 $1,189,883 SEC
2024   Q2 5,643 0.03 Reduce 99.57% 5.42 $190.88–225.48 · VW $213.72i $1,141,353 SEC
2024   Q1 1,298,628 5.44 Reduce 21.59% 1.45 $179.20–205.88 · VW $195.90i $260,115,188 SEC
2023   Q4 1,656,158 6.72 Reduce 0.44% 0.03 $155.82–186.43 · VW $176.10i $281,712,476 SEC
2023   Q3 1,663,540 6.02 Reduce 1.43% 0.09 $135.19–156.13 · VW $149.13i $241,246,571 SEC
2023   Q2 1,687,718 6.49 Reduce 0.59% 0.04 $135.45–159.38 · VW $147.05i $245,461,706 SEC
2023   Q1 1,697,747 6.84 Reduce 0.67% 0.05 $123.11–144.04 · VW $134.29i $221,233,412 SEC
2022   Q4 1,709,165 7.22 Reduce 1.51% 0.09 $128.41–144.34 · VW $138.70i $229,199,026 SEC
2022   Q3 1,735,301 6.27 Reduce 0.14% <0.01 $101.28–138.18 · VW $125.88i $181,339,000 SEC
2022   Q2 1,737,790 6.72 Add 9.02% 0.56 $106.06–132.87 · VW $117.55i $195,693,000 SEC
2022   Q1 1,593,953 6.41 Add 6.62% 0.40 $115.02–143.93 · VW $130.39i $217,288,000 SEC
2021   Q4 1,494,992 7.54 Reduce 10.59% 1.01 $139.57–169.81 · VW $150.39i $236,732,000 SEC
2021   Q3 1,672,125 9.58 Reduce 9.48% 0.94 $150.49–172.96 · VW $160.76i $273,710,000 SEC
2021   Q2 1,847,337 9.86 Reduce 15.35% 1.67 $145.71–167.44 · VW $157.70i $287,334,000 SEC
2021   Q1 2,182,213 10.85 Reduce 2.08% 0.22 $146.69–165.70 · VW $158.88i $332,198,000 SEC
2020   Q4 2,228,522 10.41 Reduce 0.74% 0.07 $118.11–154.90 · VW $140.06i $283,179,000 SEC
2020   Q3 2,245,142 9.65 Add 12.76% 1.09 $91.38–123.50 · VW $110.92i $216,140,000 SEC
2020   Q2 1,991,125 9.31 Add 4.29% 0.38 $90.78–115.77 · VW $102.25i $187,285,000 SEC
2020   Q1 1,909,245 9.90 Add 3.76% 0.36 $76.91–122.95 · VW $99.06i $171,889,000 SEC
2019   Q4 1,840,008 13.56 Reduce 9.21% 1.17 $112.66–141.10 · VW $123.29i $256,497,000 SEC
2019   Q3 2,026,704 12.73 Reduce 0.60% 0.07 $107.32–132.43 · VW $123.84i $238,523,000 SEC
2019   Q2 2,038,845 12.12 Reduce 1.44% 0.15 $104.34–117.24 · VW $110.48i $227,943,000 SEC
2019   Q1 2,068,564 10.52 Add 6.91% 0.68 $98.09–117.16 · VW $107.07i $209,401,000 SEC
2018   Q4 1,934,803 9.61 Add 8.10% 0.72 $91.11–112.89 · VW $102.79i $188,875,000 SEC
2018   Q3 1,789,772 8.60 Add 0.18% 0.02 $102.73–119.24 · VW $111.05i $201,958,000 SEC
2018   Q2 1,786,500 7.62 Add 19.90% 1.26 $102.20–118.29 · VW $111.69i $186,153,000 SEC
2018   Q1 1,490,036 7.20 Reduce 17.73% 1.46 $104.96–118.75 · VW $110.24i $163,859,000 SEC
2017   Q4 1,811,149 8.26 Reduce 10.49% 1.03 $102.20–119.33 · VW $112.34i $193,684,000 SEC
2017   Q3 2,023,336 9.78 Add 20.64% 1.67 $88.08–106.66 · VW $99.75i $193,249,000 SEC
2017   Q2 1,677,185 7.23 Reduce 0.88% 0.06 $81.65–95.22 · VW $89.25i $153,295,000 SEC
2017   Q1 1,692,041 7.10 Reduce 33.91% 3.57 $81.64–93.98 · VW $85.92i $148,629,000 SEC
2016   Q4 2,560,143 10.54 Reduce 5.15% 0.45 $80.65–91.34 · VW $87.54i $220,915,000 SEC
2016   Q3 2,699,238 8.69 Reduce 4.11% 0.40 $65.11–80.53 · VW $75.27i $179,742,000 SEC
2016   Q2 2,815,045 9.79 Reduce 40.41% 5.66 $57.05–67.77 · VW $64.11i $174,927,000 SEC
2016   Q1 4,724,238 14.01 Reduce 1.02% 0.17 $56.67–66.20 · VW $62.71i $279,769,000 SEC
2015   Q4 4,772,920 16.72 Reduce 0.86% 0.12 $52.50–68.00 · VW $58.93i $315,156,000 SEC
2015   Q3 4,814,343 13.64 Reduce 1.22% 0.18 $58.53–69.03 · VW $64.75i $293,530,000 SEC
2015   Q2 4,873,910 15.04 Add 1.17% 0.17 $50.07–70.61 · VW $61.59i $330,256,000 SEC
2015   Q1 4,817,762 13.84 Add 15.74% 1.88 $58.87–67.19 · VW $63.95i $291,860,000 SEC
2014   Q4 4,162,430 14.46 Add 14.31% 1.81 $54.27–63.49 · VW $59.68i $260,485,000 SEC
2014   Q3 3,641,450 15.35 Buy 15.35 $54.26–61.93 · VW $58.78i $219,361,000 SEC
Price snapshot:
Current price$334.53
Avg. buy price$85.71
+/- since buy290.31%
52-week low$276.43
52-week high$341.91