JPMORGAN CHASE & CO

Track Record

Total filings

29

8 SCHEDULE 13G · 1 SCHEDULE 13D/A · 20 SC

Distinct issuers

26

90% issuer diversity

Median stake

100%

7,178 avg shares

AI briefs cached

0/29

intent-classified filings

Backtested Performance · post-filing returns (split + dividend adjusted)

Median 30d

0.0%

across 1 filings · win rate 0%

Median 60d

—

across 0 filings · win rate —

Median 90d

—

across 0 filings · win rate —

Median 1y

—

across 0 filings · win rate —

Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.

Filings · 29 total

Filed	Form	Issuer	Stake	Shares
2026-07-16	SCHEDULE 13G	COPT DEFENSE PROPERTIESCDP	—	—	view →
2026-07-16	SCHEDULE 13G	Aon plcAON	—	—	view →
2026-07-16	SCHEDULE 13G	Affirm Holdings, Inc.AFRM	—	—	view →
2026-07-16	SCHEDULE 13G	Affirm Holdings, Inc.AFRM	—	—	view →
2026-07-16	SCHEDULE 13G	ALLEGRO MICROSYSTEMS, INC.ALGM	—	—	view →
2026-07-16	SCHEDULE 13G	CHIPOTLE MEXICAN GRILL INCCMG	—	—	view →
2026-06-05	SCHEDULE 13D/A	BLACKROCK MUNIHOLDINGS FUND, INC.MHD	100.00%	7,178	view →
2026-06-04	SCHEDULE 13G	DigitalOcean Holdings, Inc.DOCN	—	—	view →
2026-06-04	SCHEDULE 13G	Cerebras Systems Inc.CBRS	—	—	view →
2020-10-28	SC	IMH Financial Corp	—	—	view →
2020-08-12	SC	IMH Financial Corp	—	—	view →
2020-03-05	SC	Ribbon Communications Inc.RBBN	—	—	view →
2018-02-13	SC	IMH Financial Corp	—	—	view →
2018-01-05	SC	REVA Medical, Inc.	—	—	view →
2018-01-05	SC	GOODRICH PETROLEUM CORP	—	—	view →
2018-01-05	SC	NATURAL RESOURCE PARTNERS LPNRP	—	—	view →
2018-01-05	SC	VEREIT, Inc.	—	—	view →
2018-01-04	SC	Wayfair Inc.W	—	—	view →
2018-01-04	SC	Altra Industrial Motion Corp.	—	—	view →
2018-01-04	SC	La Quinta Holdings Inc.	—	—	view →
2018-01-04	SC	GENERAL CABLE CORP /DE/	—	—	view →
2018-01-04	SC	RBC Bearings INCRBC	—	—	view →
2018-01-04	SC	BILL BARRETT CORP	—	—	view →
2018-01-04	SC	HFF, Inc.	—	—	view →
2018-01-04	SC	ENTERCOM COMMUNICATIONS CORP	—	—	view →
2018-01-04	SC	EASTMAN CHEMICAL COEMN	—	—	view →
2018-01-04	SC	TreeHouse Foods, Inc.	—	—	view →
2018-01-04	SC	CROSS COUNTRY HEALTHCARE INCCCRN	—	—	view →
2018-01-02	SC	Fortress Investment Group LLC	—	—	view →

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Track Record

Backtested Performance · post-filing returns (split + dividend adjusted)

Filings · 29 total

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