JPM - JPMORGAN CHASE & CO
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 2013 it was held by 14 managers with an aggregate reported value of $2.75B, which is 0.45% of the combined portfolio.
As of Q2 2013, 14 tracked institutional managers held JPM (JPMORGAN CHASE & CO) with an aggregate reported value of $2.75B — 0.45% 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 2013
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Bill Nygren - Oakmark Funds | 2.83% | Add +0.4% | 25,538,239 | $1.35B |
| 2 | Dodge & Cox - Dodge & Cox | 0.72% | Reduce -0.7% | 11,486,202 | $606.36M |
| 3 | Christopher Davis - Davis Advisors | 1.02% | Add +4.4% | 7,601,503 | $401.28M |
| 4 | Richard Pzena - Pzena Investment Management | 2.08% | Reduce -0.3% | 5,917,734 | $312.4M |
| 5 | David Katz - Matrix Asset Advisors | 4.47% | Add +0.5% | 606,033 | $31.99M |
| 6 | Muhlenkamp - Muhlenkamp | 4.91% | New | 446,555 | $23.57M |
| 7 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.31% | Add +8.2% | 308,122 | $16.27M |
| 8 | Ariel Investments - Ariel Investments | 0.07% | Reduce -25.6% | 84,236 | $4.45M |
| 9 | Hillman Value Fund - Hillman Value Fund | 3.70% | Add +38.5% | 48,795 | $2.66M |
| 10 | First Eagle - First Eagle Investment Management | 0.01% | - | 45,943 | $2.43M |
| 11 | Leon Cooperman - Leon Cooperman | 0.03% | - | 42,900 | $2.27M |
| 12 | Ruane Cunniff LP - Ruane Cunniff LP | 0.01% | Add +4.1% | 17,893 | $945K |
| 13 | Torray Funds - Torray Funds | 0.09% | Reduce -3.1% | 7,900 | $417K |
| 14 | Valley Forge Capital Management - Valley Forge Capital Management | 0.01% | New | 3,951 | $209K |
Loading holder history for JPM…