Leon Cooperman - Omega Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,998,732,095
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
2020   Q3 0 0.00 Sell 100.00% 3.34 $91.38–123.50 · VW $110.92i SEC
2020   Q2 310,000 3.34 Add 72.22% 1.40 $90.78–115.77 · VW $102.25i $29,159,000 SEC
2020   Q1 180,000 2.09 Buy 2.09 $76.91–122.95 · VW $99.06i $16,205,000 SEC
2019   Q1 0 0.00 Sell 100.00% 1.65 $98.09–117.16 · VW $107.07i SEC
2014   Q2 1,872,100 1.65 Add 11.90% 0.18 $54.96–59.95 · VW $58.12i $107,870,000 SEC
2014   Q1 1,673,000 1.52 Add 2310.66% 1.46 $52.97–61.48 · VW $56.67i $101,568,000 SEC
2013   Q4 69,400 0.06 Add 44.89% 0.02 $54.20–59.82 · VW $56.95i $4,059,000 SEC
2013   Q3 47,900 0.04 Add 11.66% <0.01 $50.06–58.14 · VW $55.14i $2,476,000 SEC
2013   Q2 42,900 0.04 $52.80 $2,265,000 SEC
2013   Q1 42,900 0.03 Add 42.52% 0.01 $46.05–55.90 · VW $52.18i $2,036,000 SEC
2012   Q4 30,100 0.03 Reduce 94.89% 0.48 $40.20–49.68 · VW $46.27i $1,323,000 SEC
2012   Q3 589,100 0.51 Reduce 25.50% 0.18 $36.78–43.54 · VW $40.47i $23,847,000 SEC
2012   Q2 790,764 0.69 Reduce 64.39% 1.44 $30.83–38.86 · VW $35.61i $28,254,000 SEC
2012   Q1 2,220,864 2.23 Add 153.07% 1.35 $32.26–46.49 · VW $37.30i $102,115,000 SEC
2011   Q4 877,564 0.81 Add 27.30% 0.17 $30.03–39.94 · VW $36.40i $29,179,000 SEC
2011   Q3 689,364 0.67 Reduce 63.40% 1.18 $27.85–37.82 · VW $32.21i $20,764,000 SEC
2011   Q2 1,883,364 1.86 Add 9.24% 0.16 $32.31–42.99 · VW $37.62i $77,105,000 SEC
2011   Q1 1,724,100 2.02 Add 6.10% 0.12 $41.69–47.80 · VW $44.24i $79,481,000 SEC
2010   Q4 1,624,900 1.81 Add 52.89% 0.63 $37.65–48.36 · VW $44.23i $68,928,000 SEC
2010   Q3 1,062,800 1.31 Add 2.38% 0.03 $36.21–41.50 · VW $38.37i $40,450,000 SEC
2010   Q2 1,038,100 1.51 Add 171.90% 0.96 $35.16–41.70 · VW $37.74i $38,005,000 SEC
2010   Q1 381,800 0.50 Reduce 12.63% 0.09 $37.02–48.20 · VW $41.60i $17,086,000 SEC
2009   Q4 437,000 0.68 Add 218.98% 0.47 $37.03–45.19 · VW $41.40i $18,210,000 SEC
2009   Q3 137,000 0.25 Buy 0.25 $40.53–47.47 · VW $43.50i $6,003,000 SEC
2009   Q1 0 0.00 Sell 100.00% 0.88 $14.96–38.94 · VW $30.27i SEC
2008   Q4 285,000 0.88 Add 368.75% 0.69 $17.70–37.70 · VW $26.08i $8,986,000 SEC
2008   Q3 60,800 0.15 Buy 0.15 $19.69–50.63 · VW $33.99i $2,839,000 SEC
2005   Q1 0 0.00 Sell 100.00% 0.45 $33.35–37.79 · VW $35.63i SEC
2004   Q4 326,000 0.45 Add 40.56% 0.13 $35.90–39.69 · VW $37.38i $12,717,000 SEC
2004   Q3 231,935 0.59 Add 15.97% 0.08 $36.32–40.45 · VW $38.14i $9,215,000 SEC
2004   Q2 200,000 0.49 Buy 0.49 $35.50–39.80 · VW $38.29i $7,754,000 SEC
2001   Q2 0 0.00 Sell 100.00% 0.07 $39.11–49.91 · VW $42.81i SEC
2001   Q1 20,000 0.07 Buy 0.07 $37.58–51.19 · VW $45.97i $898,000 SEC
Price snapshot:
Current price$334.53
52-week low$276.43
52-week high$341.91