Decision Timeline

JPM, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 23
Buy / add: 8
Trim / exit: 15

Eight-quarter evidence

8 reported quarters

Q2 2026
filed Aug 13, 2026
44d lag
TRIM-83.4%
Thomas Russo · 0.5% of reported portfolio
Original SEC filing ↗
-7.8% vs SPY
35 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 30, 2026
30d lag
TRIM-92.4%
Torray Funds · 1.7% of reported portfolio
Original SEC filing ↗
-8.8% vs SPY
45 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
ADD+41.9%
Viking Global Investors · 2.2% of reported portfolio
Original SEC filing ↗
+15.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
ADD+87.0%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
+15.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 13, 2026
43d lag
TRIM-71.9%
Thomas Russo · 1.8% of reported portfolio
Original SEC filing ↗
+17.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-62.3%
Viking Global Investors · 4.1% of reported portfolio
Original SEC filing ↗
-10.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ADD+25.2%
Viking Global Investors · 4.1% of reported portfolio
Original SEC filing ↗
-0.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-67.1%
Joel Greenblatt · 0.9% of reported portfolio
Original SEC filing ↗
-0.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Oct 22, 2025
22d lag
TRIM-27.2%
Torray Funds · 2.2% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+86.1%
Viking Global Investors · 3.4% of reported portfolio
Original SEC filing ↗
+4.3% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+50.9%
Joel Greenblatt · 0.9% of reported portfolio
Original SEC filing ↗
+4.3% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
TRIM-45.0%
Thomas Russo · 2.9% of reported portfolio
Original SEC filing ↗
+1.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-70.9%
Viking Global Investors · 5.8% of reported portfolio
Original SEC filing ↗
+0.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 8, 2025
38d lag
TRIM-21.5%
Torray Funds · 2.7% of reported portfolio
Original SEC filing ↗
+1.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 2, 2025
32d lag
TRIM-49.4%
Richard Pzena · 0.5% of reported portfolio
Original SEC filing ↗
+4.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+102.0%
Viking Global Investors · 5.8% of reported portfolio
Original SEC filing ↗
-1.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+360.4%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-1.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 7, 2025
38d lag
TRIM-53.0%
Christopher Davis · 1.7% of reported portfolio
Original SEC filing ↗
+0.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 7, 2025
38d lag
TRIM-30.3%
Richard Pzena · 0.6% of reported portfolio
Original SEC filing ↗
+0.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
ADD+22.8%
Viking Global Investors · 2.8% of reported portfolio
Original SEC filing ↗
+9.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TRIM-81.2%
Samantha McLemore · 1.7% of reported portfolio
Original SEC filing ↗
+9.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TRIM-52.8%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+9.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 8, 2024
39d lag
TRIM-24.3%
Christopher Davis · 2.2% of reported portfolio
Original SEC filing ↗
+14.6% vs SPY
63 sessions after disclosure
direction not supported so far

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.