Glenn Greenberg - Brave Warrior Advisors
Holding/activity history for JPMorgan Chase & Co. (JPM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 5,643 | 0.02 | $210.88 | ||
| 2024 Q2 | 5,643 | 0.03 | Reduce 99.57% | 6.87 | $202.20 |
| 2024 Q1 | 1,298,628 | 5.44 | Reduce 21.59% | 1.50 | $200.30 |
| 2023 Q4 | 1,656,158 | 6.72 | Reduce 0.44% | 0.03 | $170.10 |
| 2023 Q3 | 1,663,540 | 6.02 | Reduce 1.43% | 0.09 | $145.02 |
| 2023 Q2 | 1,687,718 | 6.49 | Reduce 0.59% | 0.04 | $145.44 |
| 2023 Q1 | 1,697,747 | 6.84 | Reduce 0.67% | 0.05 | $130.31 |
| 2022 Q4 | 1,709,165 | 7.22 | Reduce 1.51% | 0.11 | $134.10 |
| 2022 Q3 | 1,735,301 | 6.27 | Reduce 0.14% | 0.01 | $104.50 |
| 2022 Q2 | 1,737,790 | 6.72 | Add 9.02% | 0.56 | $112.61 |
| 2022 Q1 | 1,593,953 | 6.41 | Add 6.62% | 0.40 | $136.32 |
| 2021 Q4 | 1,494,992 | 7.54 | Reduce 10.59% | 0.89 | $158.35 |
| 2021 Q3 | 1,672,125 | 9.58 | Reduce 9.48% | 1.00 | $163.69 |
| 2021 Q2 | 1,847,337 | 9.86 | Reduce 15.35% | 1.79 | $155.54 |
| 2021 Q1 | 2,182,213 | 10.85 | Reduce 2.08% | 0.23 | $152.23 |
| 2020 Q4 | 2,228,522 | 10.41 | Reduce 0.74% | 0.08 | $127.07 |
| 2020 Q3 | 2,245,142 | 9.65 | Add 12.76% | 1.09 | $96.27 |
| 2020 Q2 | 1,991,125 | 9.31 | Add 4.29% | 0.38 | $94.06 |
| 2020 Q1 | 1,909,245 | 9.90 | Add 3.76% | 0.36 | $90.03 |
| 2019 Q4 | 1,840,008 | 13.56 | Reduce 9.21% | 1.38 | $139.40 |
| 2019 Q3 | 2,026,704 | 12.73 | Reduce 0.60% | 0.08 | $117.69 |
| 2019 Q2 | 2,038,845 | 12.12 | Reduce 1.44% | 0.18 | $111.80 |
| 2019 Q1 | 2,068,564 | 10.52 | Add 6.91% | 0.68 | $101.23 |
| 2018 Q4 | 1,934,803 | 9.61 | Add 8.10% | 0.72 | $97.62 |
| 2018 Q3 | 1,789,772 | 8.60 | Add 0.18% | 0.02 | $112.84 |
| 2018 Q2 | 1,786,500 | 7.62 | Add 19.90% | 1.26 | $104.20 |
| 2018 Q1 | 1,490,036 | 7.20 | Reduce 17.73% | 1.55 | $109.97 |
| 2017 Q4 | 1,811,149 | 8.26 | Reduce 10.49% | 0.97 | $106.94 |
| 2017 Q3 | 2,023,336 | 9.35 | Add 20.64% | 1.60 | $95.51 |
| 2017 Q2 | 1,677,185 | 6.77 | Reduce 0.88% | 0.06 | $91.40 |
| 2017 Q1 | 1,692,041 | 7.10 | Reduce 33.91% | 3.64 | $87.84 |
| 2016 Q4 | 2,560,143 | 10.54 | Reduce 5.15% | 0.57 | $86.29 |
| 2016 Q3 | 2,699,238 | 8.69 | Reduce 4.11% | 0.37 | $66.59 |
| 2016 Q2 | 2,815,045 | 9.79 | Reduce 40.41% | 6.64 | $62.14 |
| 2016 Q1 | 4,724,238 | 13.64 | Reduce 1.02% | 0.14 | $59.22 |
| 2015 Q4 | 4,772,920 | 12.51 | Reduce 0.86% | 0.11 | $66.03 |
| 2015 Q3 | 4,814,343 | 9.33 | Reduce 1.22% | 0.12 | $60.97 |
| 2015 Q2 | 4,873,910 | 9.54 | Add 1.17% | 0.11 | $67.76 |
| 2015 Q1 | 4,817,762 | 9.07 | Add 15.74% | 1.23 | $60.58 |
| 2014 Q4 | 4,162,430 | 9.07 | Add 14.31% | 1.14 | $62.58 |
| 2014 Q3 | 3,641,450 | 8.13 | Buy | 8.13 | $60.24 |