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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 2016 it was held by 14 managers with an aggregate reported value of $5.87B, which is 0.84% of the combined portfolio.

As of Q2 2016, 14 tracked institutional managers held JPM (JPMorgan Chase & Co) with an aggregate reported value of $5.87B0.84% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2016
Ticker
JPM

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

Holders

1Dodge & Cox - Dodge & Cox1.71%Add +5.4%27,832,599$1.73B
2Bill Nygren - Oakmark Funds3.28%Reduce -10.1%26,205,547$1.63B
3Christopher Davis - Davis Advisors 4.86%Add +0.8%17,776,261$1.1B
4Greenhaven Associates - Greenhaven Associates9.89%Reduce -9.6%8,181,269$504.46M
5Richard Pzena - Pzena Investment Management2.09%Reduce -0.3%5,363,320$333.28M
6John Armitage - Egerton Capital3.08%Add +27.5%4,420,571$274.69M
7Glenn Greenberg - Brave Warrior Advisors9.79%Reduce -40.4%2,815,045$174.93M
8Ruane Cunniff LP - Ruane Cunniff LP0.60%Add +5327.4%1,010,846$62.81M
9David Katz - Matrix Asset Advisors4.20%Reduce -1.2%347,232$21.58M
10Mairs & Power Growth Fund - Mairs & Power Growth Fund0.24%Add +0.8%280,906$17.46M
11Thomas Gayner - Markel Asset Management0.30%-183,000$11.37M
12Ariel Investments - Ariel Investments0.06%Add +4.6%81,873$5.09M
13First Eagle - First Eagle Investment Management0.01%-39,191$2.44M
14Francois Rochon - Giverny Capital0.15%New12,379$769K
Loading holder history for JPM