Bill Miller - Miller Value Partners,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    55
Portfolio value:    $383,178,520
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
2023   Q2 0 0.00 Sell 100.00% 2.20 SEC
2023   Q1 269,917 2.20 Reduce 22.70% 0.69 $130.31 $35,172,938 SEC
2022   Q4 349,181 3.03 Reduce 10.88% 0.27 $134.10 $46,825,236 SEC
2022   Q3 391,803 2.49 Add 0.50% 0.01 $104.50 $40,944,000 SEC
2022   Q2 389,837 2.21 Reduce 1.10% 0.02 $112.61 $43,899,000 SEC
2022   Q1 394,190 1.71 Reduce 2.72% 0.05 $136.32 $53,736,000 SEC
2021   Q4 405,209 1.76 Reduce 10.34% 0.18 $158.35 $64,164,000 SEC
2021   Q3 451,963 1.71 Reduce 0.48% <0.01 $163.69 $73,982,000 SEC
2021   Q2 454,126 1.67 Add 1.34% 0.02 $155.54 $70,635,000 SEC
2021   Q1 448,126 1.76 Reduce 0.09% <0.01 $152.23 $68,218,000 SEC
2020   Q4 448,510 1.73 Add 13.57% 0.21 $127.07 $56,992,000 SEC
2020   Q3 394,932 1.37 Reduce 0.70% 0.01 $96.27 $38,020,000 SEC
2020   Q2 397,705 1.66 Reduce 0.16% <0.01 $94.06 $37,408,000 SEC
2020   Q1 398,330 2.31 Reduce 26.17% 0.71 $90.03 $35,862,000 SEC
2019   Q4 539,530 2.70 Reduce 16.98% 0.53 $139.40 $75,210,000 SEC
2019   Q3 649,861 3.11 Reduce 7.95% 0.24 $117.69 $76,482,000 SEC
2019   Q2 706,025 2.99 Reduce 8.00% 0.25 $111.80 $78,934,000 SEC
2019   Q1 767,395 3.10 Reduce 0.43% 0.01 $101.23 $77,683,000 SEC
2018   Q4 770,686 3.46 Add 0.06% <0.01 $97.62 $75,234,000 SEC
2018   Q3 770,257 2.85 Buy 2.85 $112.84 $86,916,000 SEC
2008   Q4 0 0.00 Sell 100.00% 2.30 SEC
2008   Q3 1,000,000 2.30 Buy 2.30 $46.70 $46,700,000 SEC