Joel Greenblatt - Gotham Asset Management
Holding/activity history for JPMorgan Chase & Co. (JPM)
← All JPM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 114,074 | 0.10 | Add 3.09% | <0.01 | $279.10–320.24 · VW $299.55i | $33,556,008 | SEC |
| 2025 Q4 | 110,654 | 0.13 | Add 14.68% | 0.02 | $291.38–337.25 · VW $309.64i | $35,654,932 | SEC |
| 2025 Q3 | 96,489 | 0.13 | Add 11.99% | 0.01 | $290.54–322.25 · VW $308.62i | $30,435,525 | SEC |
| 2025 Q2 | 86,161 | 0.15 | Add 6.69% | <0.01 | $260.31–302.95 · VW $288.23i | $24,978,936 | SEC |
| 2025 Q1 | 80,758 | 0.17 | Add 11.36% | 0.02 | $202.16–269.52 · VW $245.23i | $19,809,937 | SEC |
| 2024 Q4 | 72,523 | 0.16 | Add 1.20% | <0.01 | $229.53–280.25 · VW $258.14i | $17,384,488 | SEC |
| 2024 Q3 | 71,662 | 0.16 | Add 19.05% | 0.03 | $200.61–254.31 · VW $234.88i | $15,110,649 | SEC |
| 2024 Q2 | 60,197 | 0.16 | Add 1.46% | <0.01 | $190.88–225.48 · VW $213.72i | $12,175,445 | SEC |
| 2024 Q1 | 59,331 | 0.18 | Add 2.43% | <0.01 | $179.20–205.88 · VW $195.90i | $11,883,999 | SEC |
| 2023 Q4 | 57,925 | 0.18 | Add 5.39% | <0.01 | $155.82–186.43 · VW $176.10i | $9,853,043 | SEC |
| 2023 Q3 | 54,961 | 0.16 | Add 1.91% | <0.01 | $135.19–156.13 · VW $149.13i | $7,970,444 | SEC |
| 2023 Q2 | 53,932 | 0.17 | Reduce 7.70% | 0.01 | $135.45–159.38 · VW $147.05i | $7,843,870 | SEC |
| 2023 Q1 | 58,429 | 0.18 | Reduce 14.83% | 0.04 | $123.11–144.04 · VW $134.29i | $7,613,883 | SEC |
| 2022 Q4 | 68,606 | 0.26 | Reduce 0.13% | <0.01 | $128.41–144.34 · VW $138.70i | $9,200,065 | SEC |
| 2022 Q3 | 68,692 | 0.22 | Add 50.16% | 0.07 | $101.28–138.18 · VW $125.88i | $7,178,000 | SEC |
| 2022 Q2 | 45,745 | 0.17 | Add 15.22% | 0.02 | $106.06–132.87 · VW $117.55i | $5,151,000 | SEC |
| 2022 Q1 | 39,702 | 0.17 | Add 6.84% | 0.01 | $115.02–143.93 · VW $130.39i | $5,412,000 | SEC |
| 2021 Q4 | 37,161 | 0.19 | Reduce 12.30% | 0.03 | $139.57–169.81 · VW $150.39i | $5,884,000 | SEC |
| 2021 Q3 | 42,372 | 0.28 | Reduce 11.09% | 0.03 | $150.49–172.96 · VW $160.76i | $6,936,000 | SEC |
| 2021 Q2 | 47,659 | 0.31 | Add 39.22% | 0.09 | $145.71–167.44 · VW $157.70i | $7,413,000 | SEC |
| 2021 Q1 | 34,232 | 0.23 | Reduce 0.13% | <0.01 | $146.69–165.70 · VW $158.88i | $5,211,000 | SEC |
| 2020 Q4 | 34,278 | 0.14 | Add 24.04% | 0.03 | $118.11–154.90 · VW $140.06i | $4,356,000 | SEC |
| 2020 Q3 | 27,634 | 0.09 | Reduce 47.49% | 0.07 | $91.38–123.50 · VW $110.92i | $2,660,000 | SEC |
| 2020 Q2 | 52,630 | 0.15 | Reduce 45.22% | 0.11 | $90.78–115.77 · VW $102.25i | $4,950,000 | SEC |
| 2020 Q1 | 96,074 | 0.24 | Reduce 35.12% | 0.13 | $76.91–122.95 · VW $99.06i | $8,650,000 | SEC |
| 2019 Q4 | 148,082 | 0.38 | Add 37.55% | 0.10 | $112.66–141.10 · VW $123.29i | $20,643,000 | SEC |
| 2019 Q3 | 107,656 | 0.23 | Reduce 11.14% | 0.02 | $107.32–132.43 · VW $123.84i | $12,670,000 | SEC |
| 2019 Q2 | 121,151 | 0.22 | Reduce 0.10% | <0.01 | $104.34–117.24 · VW $110.48i | $13,545,000 | SEC |
| 2019 Q1 | 121,274 | 0.18 | Add 34.01% | 0.05 | $98.09–117.16 · VW $107.07i | $12,277,000 | SEC |
| 2018 Q4 | 90,493 | 0.14 | Reduce 2.86% | <0.01 | $91.11–112.89 · VW $102.79i | $8,834,000 | SEC |
| 2018 Q3 | 93,159 | 0.15 | Reduce 26.79% | 0.05 | $102.73–119.24 · VW $111.05i | $10,512,000 | SEC |
| 2018 Q2 | 127,257 | 0.19 | Add 88.12% | 0.09 | $102.20–118.29 · VW $111.69i | $13,260,000 | SEC |
| 2018 Q1 | 67,645 | 0.11 | Add 42.61% | 0.03 | $104.96–118.75 · VW $110.24i | $7,439,000 | SEC |
| 2017 Q4 | 47,432 | 0.07 | Add 29.44% | 0.02 | $102.20–119.33 · VW $112.34i | $5,072,000 | SEC |
| 2017 Q3 | 36,645 | 0.05 | Reduce 12.31% | <0.01 | $88.08–106.66 · VW $99.75i | $3,500,000 | SEC |
| 2017 Q2 | 41,789 | 0.05 | Add 5.79% | <0.01 | $81.65–95.22 · VW $89.25i | $3,820,000 | SEC |
| 2017 Q1 | 39,501 | 0.04 | Add 37.00% | 0.01 | $81.64–93.98 · VW $85.92i | $3,470,000 | SEC |
| 2016 Q4 | 28,832 | 0.03 | Add 78.74% | 0.01 | $80.65–91.34 · VW $87.54i | $2,488,000 | SEC |
| 2016 Q3 | 16,131 | 0.01 | Add 101.31% | <0.01 | $65.11–80.53 · VW $75.27i | $1,074,000 | SEC |
| 2016 Q2 | 8,013 | <0.01 | Buy | <0.01 | $57.05–67.77 · VW $64.11i | $498,000 | SEC |
| 2016 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $56.67–66.20 · VW $62.71i | SEC | |
| 2015 Q4 | 4,186 | <0.01 | Reduce 68.80% | <0.01 | $52.50–68.00 · VW $58.93i | $276,000 | SEC |
| 2015 Q3 | 13,418 | <0.01 | Add 121.16% | <0.01 | $58.53–69.03 · VW $64.75i | $818,000 | SEC |
| 2015 Q2 | 6,067 | <0.01 | Add 70.71% | <0.01 | $50.07–70.61 · VW $61.59i | $411,000 | SEC |
| 2015 Q1 | 3,554 | <0.01 | Buy | <0.01 | $58.87–67.19 · VW $63.95i | $215,000 | SEC |
| 2014 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $52.97–61.48 · VW $56.67i | SEC | |
| 2013 Q4 | 5,262 | <0.01 | Reduce 6.00% | <0.01 | $54.20–59.82 · VW $56.95i | $308,000 | SEC |
| 2013 Q3 | 5,598 | <0.01 | Add 0.11% | $50.06–58.14 · VW $55.14i | $289,000 | SEC | |
| 2013 Q2 | 5,592 | 0.01 | Reduce 4.41% | <0.01 | $50.11–56.93 · VW $52.52i | $295,000 | SEC |
| 2013 Q1 | 5,850 | 0.02 | Add 12.07% | <0.01 | $46.05–55.90 · VW $52.18i | $278,000 | SEC |
| 2012 Q4 | 5,220 | 0.01 | Buy | 0.01 | $40.20–49.68 · VW $46.27i | $230,000 | SEC |
Price snapshot:
Current price$334.53
Avg. buy price$197.14
+/- since buy69.69%
52-week low$276.43
52-week high$341.91