Skip to main content

JPM - JPMorgan Chase & Co. Common

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 Q2 2012 it was held by 9 managers with an aggregate reported value of $500.36M, which is 0.10% of the combined portfolio.

As of Q2 2012, 9 tracked institutional managers held JPM (JPMorgan Chase & Co. Common) with an aggregate reported value of $500.36M0.10% of the combined AlphaBaseline portfolio.

Get email alerts when a tracked manager trades JPM sign in or create a free account.

Source
Curated SEC 13F filings
Period
Q2 2012
Ticker
JPM

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

Holders

1Christopher Davis - Davis Advisors 0.13%Add +141.2%7,718,575$275.78M
2Dodge & Cox - Dodge & Cox0.25%Add +7095.3%5,161,332$184.41M
3David Katz - Matrix Asset Advisors3.59%Add +2.3%696,121$24.87M
4Mairs & Power Growth Fund - Mairs & Power Growth Fund0.27%Add +0.2%288,948$10.32M
5Hillman Value Fund - Hillman Value Fund4.03%Reduce -46.6%63,347$2.26M
6First Eagle - First Eagle Investment Management0.01%Add +24.7%45,943$1.64M
7Thomas Russo - Gardner Russo & Quinn0.01%Reduce -4.9%20,100$718K
8Torray Funds - Torray Funds0.07%Reduce -85.5%8,900$318K
9Valley Forge Capital Management - Valley Forge Capital Management0.36%New0$24.61K
Loading holder history for JPM