Stephen Mandel - Lone Pine Capital
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    36
Portfolio value:    $12,543,849,391
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
2011   Q2 0 0.00 Sell 100.00% 3.05 SEC
2011   Q1 7,400,879 3.05 Reduce 8.78% 0.28 $46.10 $341,181,000 SEC
2010   Q4 8,112,802 3.21 Reduce 30.73% 1.82 $42.42 $344,145,000 SEC
2010   Q3 11,711,781 5.91 Reduce 28.74% 2.48 $38.07 $445,868,000 SEC
2010   Q2 16,436,305 8.64 Reduce 7.74% 0.61 $36.61 $601,733,000 SEC
2010   Q1 17,814,985 7.91 Add 1.88% 0.15 $44.75 $797,221,000 SEC
2009   Q4 17,486,108 9.22 Buy 9.22 $41.67 $728,646,000 SEC
2009   Q3 0 0.00 Sell 100.00% 8.40 SEC
2009   Q2 12,544,028 8.40 Reduce 19.59% 1.50 $34.11 $427,877,000 SEC
2009   Q1 15,599,128 7.68 Add 26.41% 1.60 $26.58 $414,625,000 SEC
2008   Q4 12,339,623 8.76 Buy 8.76 $31.53 $389,068,000 SEC
2005   Q4 0 0.00 Sell 100.00% 2.84 SEC
2005   Q3 4,302,661 2.84 Reduce 18.78% 0.63 $33.93 $145,989,000 SEC
2005   Q2 5,297,561 3.38 Reduce 12.25% 0.49 $35.32 $187,110,000 SEC
2005   Q1 6,036,861 4.04 Add 59.36% 1.50 $34.60 $208,875,000 SEC
2004   Q4 3,788,161 2.63 $39.01 $147,776,000 SEC