Markel Group (Tom Gayner) — JPM Trade History
Quarter-by-quarter changes in the JPMORGAN CHASE & CO position · CUSIP 46625H100
Currently held · 4.3 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-07-31 | Hold | 252,550 | — | 0.0% | $82.7M | 0.63% |
| 2026 Q1 | 2026-05-01 | Hold | 252,550 | — | 0.0% | $74.3M | 0.62% |
| 2025 Q4 | 2026-02-06 | Hold | 252,550 | — | 0.0% | $81.4M | 0.65% |
| 2025 Q3 | 2025-10-31 | Hold | 252,550 | — | 0.0% | $79.7M | 0.65% |
| 2025 Q2 | 2025-08-01 | Hold | 252,550 | — | 0.0% | $73.2M | 0.62% |
| 2025 Q1 | 2025-05-02 | Hold | 252,550 | — | 0.0% | $62.0M | 0.55% |
| 2024 Q4 | 2025-02-07 | Hold | 252,550 | — | 0.0% | $60.5M | 0.53% |
| 2024 Q3 | 2024-11-01 | Hold | 252,550 | — | 0.0% | $53.3M | 0.48% |
| 2024 Q2 | 2024-08-02 | Hold | 252,550 | — | 0.0% | $51.1M | 0.50% |
| 2024 Q1 | 2024-05-03 | Hold | 252,550 | — | 0.0% | $50.6M | 0.50% |
| 2023 Q4 | 2024-02-02 | Add | 252,550 | 11,000 | +4.6% | $43.0M | 0.47% |
| 2023 Q3 | 2023-11-03 | Add | 241,550 | 13,000 | +5.7% | $35.0M | 0.42% |
| 2023 Q2 | 2023-08-04 | Add | 228,550 | 12,000 | +5.5% | $33.2M | 0.40% |
| 2023 Q1 | 2023-04-28 | Hold | 216,550 | — | 0.0% | $28.2M | 0.36% |
| 2022 Q4 | 2023-02-03 | Hold | 216,550 | — | 0.0% | $29.0M | 0.39% |
| 2022 Q3 | 2022-11-04 | Hold | 216,550 | — | 0.0% | $22.6M | 0.33% |
| 2022 Q2 | 2022-08-05 | New | 216,550 | 216,550 | — | $24.4M | 0.35% |
| 2022 Q1 | 2022-06-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-06-13 | Sold out | — | -216,550 | -100.0% | — | — |
| 2021 Q3 | 2021-11-05 | Hold | 216,550 | — | 0.0% | $35.4M | 0.45% |
| 2021 Q2 | 2021-08-06 | Hold | 216,550 | — | 0.0% | $33.7M | 0.43% |
| 2021 Q1 | 2021-04-30 | Hold | 216,550 | — | 0.0% | $33.0M | 0.46% |
| 2020 Q4 | 2021-02-05 | Reduce | 216,550 | -800 | -0.4% | $27.5M | 0.41% |
| 2020 Q3 | 2020-10-30 | Hold | 217,350 | — | 0.0% | $20.9M | 0.35% |
| 2020 Q2 | 2020-08-03 | Hold | 217,350 | — | 0.0% | $20.4M | 0.38% |
| 2020 Q1 | 2020-05-01 | Add | 217,350 | 1,670 | +0.8% | $19.6M | 0.37% |
| 2019 Q4 | 2020-02-07 | Add | 215,680 | 6,470 | +3.1% | $30.1M | 0.42% |
| 2019 Q3 | 2019-11-01 | Add | 209,210 | 20,660 | +11.0% | $24.6M | 0.37% |
| 2019 Q2 | 2019-08-02 | Add | 188,550 | 2,400 | +1.3% | $21.1M | 0.32% |
| 2019 Q1 | 2019-05-03 | Add | 186,150 | 3,150 | +1.7% | $18.8M | 0.32% |
| 2018 Q4 | 2019-02-08 | Hold | 183,000 | — | 0.0% | $17.9M | 0.34% |
| 2018 Q3 | 2018-11-02 | Hold | 183,000 | — | 0.0% | $20.6M | 0.35% |
| 2018 Q2 | 2018-08-03 | Hold | 183,000 | — | 0.0% | $19.1M | 0.35% |
| 2018 Q1 | 2018-04-27 | Hold | 183,000 | — | 0.0% | $20.1M | 0.38% |
| 2017 Q4 | 2018-02-09 | Hold | 183,000 | — | 0.0% | $19.6M | 0.37% |
| 2017 Q3 | 2017-10-27 | Hold | 183,000 | — | 0.0% | $17.5M | 0.35% |
| 2017 Q2 | 2017-07-28 | Hold | 183,000 | — | 0.0% | $16.7M | 0.36% |
| 2017 Q1 | 2017-04-28 | Hold | 183,000 | — | 0.0% | $16.1M | 0.36% |
| 2016 Q4 | 2017-02-10 | Hold | 183,000 | — | 0.0% | $15.8M | 0.38% |
| 2016 Q3 | 2016-11-04 | New | 183,000 | 183,000 | — | $12.2M | 0.31% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.