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JPM - JPMORGAN 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 Q4 2011 it was held by 10 managers with an aggregate reported value of $325.37M, which is 0.08% of the combined portfolio.

As of Q4 2011, 10 tracked institutional managers held JPM (JPMORGAN CHASE & CO COM) with an aggregate reported value of $325.37M0.08% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2011
Ticker
JPM

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Viking Global Investors - Viking Global Investors1.25%New3,599,800$119.69M
2Christopher Davis - Davis Advisors 0.05%Add +13.2%3,203,795$106.53M
3Stanley Druckenmiller - Duquesne Family Office LLC4.59%New1,484,000$49.34M
4David Katz - Matrix Asset Advisors3.40%Reduce -3.6%713,284$23.72M
5Mairs & Power Growth Fund - Mairs & Power Growth Fund0.28%Reduce -3.0%298,499$9.93M
6Robert Olstein - Olstein Capital Management1.27%Add +14.4%199,000$6.62M
7Hillman Value Fund - Hillman Value Fund3.17%Reduce -66.0%140,459$4.67M
8Dodge & Cox - Dodge & Cox0.00%Reduce -0.8%71,732$2.39M
9Torray Funds - Torray Funds0.43%Add +1.4%53,599$1.78M
10Thomas Russo - Gardner Russo & Quinn0.01%Reduce -7.2%21,343$710K
Loading holder history for JPM