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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 Q1 2012 it was held by 11 managers with an aggregate reported value of $508.19M, which is 0.11% of the combined portfolio.

As of Q1 2012, 11 tracked institutional managers held JPM (JPMORGAN CHASE & CO COM) with an aggregate reported value of $508.19M0.11% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2012
Ticker
JPM

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

Holders

1Lee Ainslie - Maverick Capital3.09%New4,675,308$214.97M
2Christopher Davis - Davis Advisors 0.07%Reduce -0.1%3,200,553$147.16M
3Viking Global Investors - Viking Global Investors0.64%Reduce -52.8%1,699,100$78.12M
4David Katz - Matrix Asset Advisors4.10%Reduce -4.6%680,478$31.29M
5Mairs & Power Growth Fund - Mairs & Power Growth Fund0.34%Reduce -3.4%288,372$13.26M
6Robert Olstein - Olstein Capital Management1.55%-199,000$9.15M
7Hillman Value Fund - Hillman Value Fund4.65%Reduce -15.6%118,532$5.45M
8Dodge & Cox - Dodge & Cox0.00%-71,732$3.3M
9Torray Funds - Torray Funds0.62%Add +14.4%61,299$2.82M
10First Eagle - First Eagle Investment Management0.01%New36,843$1.69M
11Thomas Russo - Gardner Russo & Quinn0.02%Reduce -0.9%21,143$972K
Loading holder history for JPM