Leon Cooperman - Omega Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,998,732,095
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
2020   Q3 0 0.00 Sell 100.00% 3.34 SEC
2020   Q2 310,000 3.34 Add 72.22% 1.40 $94.06 $29,159,000 SEC
2020   Q1 180,000 2.09 Buy 2.09 $90.03 $16,205,000 SEC
2019   Q1 0 0.00 Sell 100.00% 1.65 SEC
2014   Q2 1,872,100 1.65 Add 11.90% 0.18 $57.62 $107,870,000 SEC
2014   Q1 1,673,000 1.52 Add 2,310.66% 1.46 $60.71 $101,568,000 SEC
2013   Q4 69,400 0.06 Add 44.89% 0.02 $58.49 $4,059,000 SEC
2013   Q3 47,900 0.04 Add 11.66% <0.01 $51.69 $2,476,000 SEC
2013   Q2 42,900 0.04 $52.80 $2,265,000 SEC
2013   Q1 42,900 0.03 Add 42.52% <0.01 $47.46 $2,036,000 SEC
2012   Q4 30,100 0.03 Reduce 94.89% 0.48 $43.95 $1,323,000 SEC
2012   Q3 589,100 0.51 Reduce 25.50% 0.18 $40.48 $23,847,000 SEC
2012   Q2 790,764 0.69 Reduce 64.39% 1.44 $35.73 $28,254,000 SEC
2012   Q1 2,220,864 2.23 Add 153.07% 1.35 $45.98 $102,115,000 SEC
2011   Q4 877,564 0.81 Add 27.30% 0.17 $33.25 $29,179,000 SEC
2011   Q3 689,364 0.67 Reduce 63.40% 1.22 $30.12 $20,764,000 SEC
2011   Q2 1,883,364 1.93 Add 9.24% 0.16 $40.94 $77,105,000 SEC
2011   Q1 1,724,100 2.02 Add 6.10% 0.12 $46.10 $79,481,000 SEC
2010   Q4 1,624,900 1.81 Add 52.89% 0.63 $42.42 $68,928,000 SEC
2010   Q3 1,062,800 1.31 Add 2.38% 0.03 $38.06 $40,450,000 SEC
2010   Q2 1,038,100 1.51 Add 171.90% 0.95 $36.61 $38,005,000 SEC
2010   Q1 381,800 0.50 Reduce 12.63% 0.12 $44.75 $17,086,000 SEC
2009   Q4 437,000 0.97 Add 218.98% 0.67 $41.67 $18,210,000 SEC
2009   Q3 137,000 0.25 Buy 0.25 $43.82 $6,003,000 SEC
2009   Q1 0 0.00 Sell 100.00% 0.88 SEC
2008   Q4 285,000 0.88 Add 368.75% 0.69 $31.53 $8,986,000 SEC
2008   Q3 60,800 0.15 Buy 0.15 $46.69 $2,839,000 SEC
2005   Q1 0 0.00 Sell 100.00% 0.57 SEC
2004   Q4 326,000 0.57 Add 40.56% 0.16 $39.01 $12,717,000 SEC
2004   Q3 231,935 0.59 Add 15.97% 0.08 $39.73 $9,215,000 SEC
2004   Q2 200,000 0.49 Buy 0.49 $38.77 $7,754,000 SEC
2001   Q2 0 0.00 Sell 100.00% 0.07 SEC
2001   Q1 20,000 0.07 Buy 0.07 $44.90 $898,000 SEC