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 Q3 2012 it was held by 9 managers with an aggregate reported value of $770.05M, which is 0.14% of the combined portfolio.
As of Q3 2012, 9 tracked institutional managers held JPM (JPMORGAN CHASE & CO COM) with an aggregate reported value of $770.05M — 0.14% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q3 2012
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 0.45% | Add +64.7% | 8,499,032 | $344.04M |
| 2 | Christopher Davis - Davis Advisors | 0.14% | Reduce -1.6% | 7,598,755 | $307.6M |
| 3 | First Eagle - First Eagle Investment Management | 0.28% | Add +4018.8% | 1,892,293 | $76.6M |
| 4 | David Katz - Matrix Asset Advisors | 4.00% | Reduce -5.1% | 660,318 | $26.73M |
| 5 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.29% | Add +3.1% | 297,852 | $12.06M |
| 6 | Hillman Value Fund - Hillman Value Fund | 4.45% | Reduce -24.3% | 47,940 | $1.94M |
| 7 | Thomas Russo - Gardner Russo & Quinn | 0.01% | Reduce -14.9% | 17,100 | $692K |
| 8 | Torray Funds - Torray Funds | 0.08% | - | 8,900 | $360K |
| 9 | Valley Forge Capital Management - Valley Forge Capital Management | 0.31% | New | 0 | $27.26K |
Loading holder history for JPM…