Lee Ainslie - Maverick Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    239
Portfolio value:    $8,599,101,588
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
2024   Q2 0 0.00 Sell 100.00% <0.01 $190.88–225.48 · VW $213.72i SEC
2024   Q1 2,263 <0.01 Reduce 36.70% <0.01 $179.20–205.88 · VW $195.90i $453,279 SEC
2023   Q4 3,575 0.01 Buy 0.01 $155.82–186.43 · VW $176.10i $608,108 SEC
2021   Q2 0 0.00 Sell 100.00% <0.01 $145.71–167.44 · VW $157.70i SEC
2021   Q1 4,453 <0.01 Add 576.75% <0.01 $146.69–165.70 · VW $158.88i $678,000 SEC
2020   Q4 658 <0.01 Reduce 55.12% <0.01 $118.11–154.90 · VW $140.06i $84,000 SEC
2020   Q3 1,466 <0.01 Reduce 85.99% 0.02 $91.38–123.50 · VW $110.92i $141,000 SEC
2020   Q2 10,467 0.02 Add 98.99% <0.01 $90.78–115.77 · VW $102.25i $985,000 SEC
2020   Q1 5,260 0.01 Buy 0.01 $76.91–122.95 · VW $99.06i $474,000 SEC
2019   Q2 0 0.00 Sell 100.00% 0.18 $104.34–117.24 · VW $110.48i SEC
2019   Q1 133,570 0.18 Buy 0.18 $98.09–117.16 · VW $107.07i $13,521,000 SEC
2012   Q2 0 0.00 Sell 100.00% 3.39 $30.83–38.86 · VW $35.61i SEC
2012   Q1 4,675,308 3.39 Reduce 44.17% 1.75 $32.26–46.49 · VW $37.30i $214,971,000 SEC
2011   Q4 8,374,388 3.96 Add 19.54% 0.65 $30.03–39.94 · VW $36.40i $278,448,000 SEC
2011   Q3 7,005,686 3.10 Reduce 35.09% 1.66 $27.85–37.82 · VW $32.21i $211,011,000 SEC
2011   Q2 10,792,867 4.72 Add 80.45% 2.11 $32.31–42.99 · VW $37.62i $441,860,000 SEC
2011   Q1 5,980,977 3.16 Reduce 30.17% 1.26 $41.69–47.80 · VW $44.24i $275,723,000 SEC
2010   Q4 8,565,048 4.19 Buy 4.19 $37.65–48.36 · VW $44.23i $363,329,000 SEC
2010   Q3 0 0.00 Sell 100.00% 1.62 $36.21–41.50 · VW $38.37i SEC
2010   Q2 3,113,400 1.62 Reduce 42.08% 1.20 $35.16–41.70 · VW $37.74i $113,982,000 SEC
2010   Q1 5,375,219 2.84 Buy 2.84 $37.02–48.20 · VW $41.60i $240,541,000 SEC
2009   Q4 0 0.00 Sell 100.00% 2.69 $37.03–45.19 · VW $41.40i SEC
2009   Q3 4,747,100 2.69 Add 17.11% 0.39 $40.53–47.47 · VW $43.50i $208,018,000 SEC
2009   Q2 4,053,700 2.33 Add 85.51% 1.07 $31.59–44.24 · VW $39.76i $138,272,000 SEC
2009   Q1 2,185,112 1.16 Reduce 24.91% 0.50 $14.96–38.94 · VW $30.27i $58,080,000 SEC
2008   Q4 2,910,184 2.01 Buy 2.01 $17.70–37.70 · VW $26.08i $91,758,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.98 $19.69–50.63 · VW $33.99i SEC
2008   Q2 2,910,000 0.98 Reduce 38.68% 0.89 $29.24–43.00 · VW $36.91i $99,842,000 SEC
2008   Q1 4,745,330 2.30 Buy 2.30 $36.01–49.95 · VW $42.99i $203,812,000 SEC
2004   Q4 0 0.00 Sell 100.00% 3.53 $35.90–39.69 · VW $37.38i SEC
2004   Q3 5,377,324 3.53 Buy 3.53 $36.32–40.45 · VW $38.14i $213,641,000 SEC
Price snapshot:
Current price$334.53
52-week low$276.43
52-week high$341.91