JPM - JP Morgan Chase & Co. COM
This page shows which of the focused investors we track hold JPM and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2011 it was held by 12 managers with an aggregate reported value of $1.27B, which is 0.28% of the combined portfolio.
As of Q1 2011, 12 tracked institutional managers held JPM (JP Morgan Chase & Co. COM) with an aggregate reported value of $1.27B — 0.28% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2011
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Viking Global Investors - Viking Global Investors | 4.02% | Add +437.7% | 10,114,100 | $466.26M |
| 2 | Stephen Mandel - Lone Pine Capital | 2.71% | Reduce -8.8% | 7,400,879 | $341.18M |
| 3 | Lee Ainslie - Maverick Capital | 2.89% | Reduce -30.2% | 5,980,977 | $275.72M |
| 4 | Christopher Davis - Davis Advisors | 0.04% | Reduce -1.4% | 1,975,624 | $91.08M |
| 5 | David Katz - Matrix Asset Advisors | 3.39% | Reduce -1.4% | 648,648 | $29.9M |
| 6 | Hillman Value Fund - Hillman Value Fund | 4.62% | Reduce -8.0% | 415,547 | $19.16M |
| 7 | First Eagle - First Eagle Investment Management | 0.09% | New | 407,300 | $18.78M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.30% | Reduce -1.1% | 236,731 | $10.91M |
| 9 | Robert Olstein - Olstein Capital Management | 1.02% | Add +14.4% | 143,000 | $6.59M |
| 10 | Dodge & Cox - Dodge & Cox | 0.00% | New | 81,742 | $3.77M |
| 11 | Torray Funds - Torray Funds | 0.40% | Add +0.7% | 43,424 | $2M |
| 12 | Thomas Russo - Gardner Russo & Quinn | 0.02% | Add +32.2% | 24,200 | $1.12M |
Loading holder history for JPM…