Samantha McLemore - Patient Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
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 29,362 0.32 Reduce 0.06% <0.01 $279.10–320.24 · VW $299.55i $8,637,126 SEC
2025   Q4 29,379 0.37 $322.22 $9,466,543 SEC
2025   Q3 29,379 0.37 Reduce 0.01% <0.01 $290.54–322.25 · VW $308.62i $9,267,059 SEC
2025   Q2 29,383 0.38 $289.91 $8,518,403 SEC
2025   Q1 29,383 0.37 Reduce 0.01% $202.16–269.52 · VW $245.23i $7,207,631 SEC
2024   Q4 29,386 0.33 $239.71 $7,044,210 SEC
2024   Q3 29,386 0.30 Reduce 81.16% 1.36 $200.61–254.31 · VW $234.88i $6,196,412 SEC
2024   Q2 155,979 1.68 Reduce 28.03% 0.59 $190.88–225.48 · VW $213.72i $31,548,411 SEC
2024   Q1 216,724 2.11 Reduce 19.26% 0.47 $179.20–205.88 · VW $195.90i $43,409,858 SEC
2023   Q4 268,411 2.42 Reduce 12.60% 0.33 $155.82–186.43 · VW $176.10i $45,656,653 SEC
2023   Q3 307,118 2.63 Reduce 0.02% <0.01 $135.19–156.13 · VW $149.13i $44,538,284 SEC
2023   Q2 307,170 2.49 Add 658.44% 2.16 $135.45–159.38 · VW $147.05i $44,674,752 SEC
2023   Q1 40,500 2.37 Reduce 10.99% 0.33 $123.11–144.04 · VW $134.29i $5,277,555 SEC
2022   Q4 45,500 3.01 Add 2.36% 0.07 $128.41–144.34 · VW $138.70i $6,101,550 SEC
2022   Q3 44,450 2.36 Add 10.85% 0.23 $101.28–138.18 · VW $125.88i $4,645,000 SEC
2022   Q2 40,100 2.21 Add 11.08% 0.22 $106.06–132.87 · VW $117.55i $4,516,000 SEC
2022   Q1 36,100 1.94 Reduce 9.52% 0.24 $115.02–143.93 · VW $130.39i $4,921,000 SEC
2021   Q4 39,900 2.56 $158.35 $6,318,000 SEC
Price snapshot:
Current price$334.53
Avg. buy price$145.86
+/- since buy129.35%
52-week low$276.43
52-week high$341.91