Lee Ainslie - Maverick Capital Ltd
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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 0.01 SEC
2024   Q1 2,263 0.01 Reduce 36.70% <0.01 $200.30 $453,279 SEC
2023   Q4 3,575 0.01 Buy 0.01 $170.10 $608,108 SEC
2021   Q2 0 0.00 Sell 100.00% 0.01 SEC
2021   Q1 4,453 0.01 Add 576.75% <0.01 $152.26 $678,000 SEC
2020   Q4 658 <0.01 Reduce 55.12% <0.01 $127.66 $84,000 SEC
2020   Q3 1,466 <0.01 Reduce 85.99% 0.02 $96.18 $141,000 SEC
2020   Q2 10,467 0.02 Add 98.99% <0.01 $94.11 $985,000 SEC
2020   Q1 5,260 0.01 Buy 0.01 $90.11 $474,000 SEC
2019   Q2 0 0.00 Sell 100.00% 0.18 SEC
2019   Q1 133,570 0.18 Buy 0.18 $101.23 $13,521,000 SEC
2012   Q2 0 0.00 Sell 100.00% 3.39 SEC
2012   Q1 4,675,308 3.39 Reduce 44.17% 1.75 $45.98 $214,971,000 SEC
2011   Q4 8,374,388 3.96 Add 19.54% 0.65 $33.25 $278,448,000 SEC
2011   Q3 7,005,686 3.10 Reduce 35.09% 1.66 $30.12 $211,011,000 SEC
2011   Q2 10,792,867 4.72 Add 80.45% 2.10 $40.94 $441,860,000 SEC
2011   Q1 5,980,977 3.16 Reduce 30.17% 1.26 $46.10 $275,723,000 SEC
2010   Q4 8,565,048 4.19 Buy 4.19 $42.42 $363,329,000 SEC
2010   Q3 0 0.00 Sell 100.00% 1.62 SEC
2010   Q2 3,113,400 1.62 Reduce 42.08% 1.20 $36.61 $113,982,000 SEC
2010   Q1 5,375,219 2.84 Buy 2.84 $44.75 $240,541,000 SEC
2009   Q4 0 0.00 Sell 100.00% 2.69 SEC
2009   Q3 4,747,100 2.69 Add 17.11% 0.39 $43.82 $208,018,000 SEC
2009   Q2 4,053,700 2.33 Add 85.51% 1.07 $34.11 $138,272,000 SEC
2009   Q1 2,185,112 1.16 Reduce 24.91% 0.50 $26.58 $58,080,000 SEC
2008   Q4 2,910,184 2.01 Buy 2.01 $31.53 $91,758,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.98 SEC
2008   Q2 2,910,000 0.98 Reduce 38.68% 0.89 $34.31 $99,842,000 SEC
2008   Q1 4,745,330 2.30 Buy 2.30 $42.95 $203,812,000 SEC
2004   Q4 0 0.00 Sell 100.00% 3.53 SEC
2004   Q3 5,377,324 3.53 Buy 3.53 $39.73 $213,641,000 SEC