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 Q1 2014 it was held by 12 managers with an aggregate reported value of $3.64B, which is 0.51% of the combined portfolio.
As of Q1 2014, 12 tracked institutional managers held JPM (JPMORGAN CHASE & CO) with an aggregate reported value of $3.64B — 0.51% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2014
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Bill Nygren - Oakmark Funds | 2.97% | Reduce -0.6% | 27,294,308 | $1.66B |
| 2 | Dodge & Cox - Dodge & Cox | 1.08% | Add +45.3% | 17,383,383 | $1.06B |
| 3 | Christopher Davis - Davis Advisors | 1.05% | Reduce -6.9% | 6,258,708 | $379.97M |
| 4 | Richard Pzena - Pzena Investment Management | 2.04% | Reduce -2.4% | 5,863,895 | $356M |
| 5 | Leon Cooperman - Leon Cooperman | 1.35% | Add +2310.7% | 1,673,000 | $101.57M |
| 6 | David Katz - Matrix Asset Advisors | 4.25% | Reduce -0.6% | 585,578 | $35.55M |
| 7 | Muhlenkamp - Muhlenkamp | 4.90% | Add +0.5% | 459,045 | $27.87M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.24% | Add +1.8% | 267,653 | $16.25M |
| 9 | Ariel Investments - Ariel Investments | 0.06% | Add +0.2% | 85,396 | $5.18M |
| 10 | First Eagle - First Eagle Investment Management | 0.01% | - | 45,943 | $2.79M |
| 11 | Ruane Cunniff LP - Ruane Cunniff LP | 0.01% | Add +9.5% | 19,264 | $1.17M |
| 12 | Torray Funds - Torray Funds | 0.09% | Add +13.7% | 8,700 | $528K |
Loading holder history for JPM…