Glenn Greenberg’s JPM Holdings & Trades

First Buy
Q3 2014
Duration Held
45 Quarters
Largest Add
Q3 2014
+3.64 M Shares
Current Position
5,643 Shares
$1.78 M Value

Glenn Greenberg's JPM Position Overview

Glenn Greenberg (via Brave Warrior Advisors, LLC) currently holds 5,643 shares of JPMorgan Chase & Co. (JPM) worth $1.78 M, representing 0.04% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.

Based on 13F filings since 2013, Glenn Greenberg has maintained a long-term strategic position in JPM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 655,332 shares. Largest reduction occurred in Q2 2016, reducing 1.91 M shares.

Analysis based on 13F filings available since 2013 Q2

Glenn Greenberg's JPMorgan Chase & Co (JPM) Holding Value Over Time

Track share changes against reported price movement

Quarterly JPMorgan Chase & Co (JPM) Trades by Glenn Greenberg

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2014 +3.64 M New Buy 3.64 M $60.24
Q4 2014 +520,980 Add 14.31% 4.16 M $62.58
Q1 2015 +655,332 Add 15.74% 4.82 M $60.58
Q2 2015 +56,148 Add 1.17% 4.87 M $67.76
Q3 2015 -59,567 Reduce 1.22% 4.81 M $60.97
Q4 2015 -41,423 Reduce 0.86% 4.77 M $66.03
Q1 2016 -48,682 Reduce 1.02% 4.72 M $59.22
Q2 2016 -1.91 M Reduce 40.41% 2.82 M $62.14
Q3 2016 -115,807 Reduce 4.11% 2.7 M $66.59
Q4 2016 -139,095 Reduce 5.15% 2.56 M $86.29
Q1 2017 -868,102 Reduce 33.91% 1.69 M $87.84
Q2 2017 -14,856 Reduce 0.88% 1.68 M $91.40
Q3 2017 +346,151 Add 20.64% 2.02 M $95.51
Q4 2017 -212,187 Reduce 10.49% 1.81 M $106.94
Q1 2018 -321,113 Reduce 17.73% 1.49 M $109.97
Q2 2018 +296,464 Add 19.90% 1.79 M $104.20
Q3 2018 +3,272 Add 0.18% 1.79 M $112.84
Q4 2018 +145,031 Add 8.10% 1.93 M $97.62
Q1 2019 +133,761 Add 6.91% 2.07 M $101.23
Q2 2019 -29,719 Reduce 1.44% 2.04 M $111.80
Q3 2019 -12,141 Reduce 0.60% 2.03 M $117.69
Q4 2019 -186,696 Reduce 9.21% 1.84 M $139.40
Q1 2020 +69,237 Add 3.76% 1.91 M $90.03
Q2 2020 +81,880 Add 4.29% 1.99 M $94.06
Q3 2020 +254,017 Add 12.76% 2.25 M $96.27
Q4 2020 -16,620 Reduce 0.74% 2.23 M $127.07
Q1 2021 -46,309 Reduce 2.08% 2.18 M $152.23
Q2 2021 -334,876 Reduce 15.35% 1.85 M $155.54
Q3 2021 -175,212 Reduce 9.48% 1.67 M $163.69
Q4 2021 -177,133 Reduce 10.59% 1.49 M $158.35
Q1 2022 +98,961 Add 6.62% 1.59 M $136.32
Q2 2022 +143,837 Add 9.02% 1.74 M $112.61
Q3 2022 -2,489 Reduce 0.14% 1.74 M $104.50
Q4 2022 -26,136 Reduce 1.51% 1.71 M $134.10
Q1 2023 -11,418 Reduce 0.67% 1.7 M $130.31
Q2 2023 -10,029 Reduce 0.59% 1.69 M $145.44
Q3 2023 -24,178 Reduce 1.43% 1.66 M $145.02
Q4 2023 -7,382 Reduce 0.44% 1.66 M $170.10
Q1 2024 -357,530 Reduce 21.59% 1.3 M $200.30
Q2 2024 -1.29 M Reduce 99.57% 5,643 $202.26

Glenn Greenberg's JPMorgan Chase & Co Investment FAQs

Glenn Greenberg first purchased JPMorgan Chase & Co. (JPM) in Q3 2014, acquiring 3,641,450 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Glenn Greenberg has held JPMorgan Chase & Co. (JPM) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Glenn Greenberg's largest addition to JPMorgan Chase & Co. (JPM) was in Q3 2014, adding 3,641,450 shares worth $219.36 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Glenn Greenberg's firm, Brave Warrior Advisors, LLC, owns 5,643 shares of JPMorgan Chase & Co. (JPM), valued at approximately $1.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, JPMorgan Chase & Co. (JPM) represents approximately 0.04% of Glenn Greenberg's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Glenn Greenberg's peak holding in JPMorgan Chase & Co. (JPM) was 4,873,910 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.