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 2017 it was held by 16 managers with an aggregate reported value of $6.96B, which is 0.88% of the combined portfolio.
As of Q1 2017, 16 tracked institutional managers held JPM (JPMorgan Chase & Co) with an aggregate reported value of $6.96B — 0.88% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2017
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.97% | Reduce -1.0% | 26,367,890 | $2.32B |
| 2 | Christopher Davis - Davis Advisors | 5.79% | Reduce -9.1% | 15,274,029 | $1.34B |
| 3 | Bill Nygren - Oakmark Funds | 2.03% | Reduce -29.6% | 12,621,130 | $1.11B |
| 4 | Greenhaven Associates - Greenhaven Associates | 10.21% | Reduce -3.0% | 7,323,232 | $643.27M |
| 5 | Richard Pzena - Pzena Investment Management | 2.07% | Reduce -4.3% | 4,169,609 | $366.26M |
| 6 | Daniel Loeb - Third Point | 3.21% | Reduce -28.6% | 3,750,000 | $329.4M |
| 7 | Viking Global Investors - Viking Global Investors | 1.43% | New | 3,695,553 | $324.62M |
| 8 | John Armitage - Egerton Capital | 3.23% | Reduce -20.1% | 3,404,025 | $299.01M |
| 9 | Glenn Greenberg - Brave Warrior Advisors | 7.10% | Reduce -33.9% | 1,692,041 | $148.63M |
| 10 | David Katz - Matrix Asset Advisors | 4.86% | Reduce -8.8% | 314,979 | $27.67M |
| 11 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.30% | Add +0.1% | 283,169 | $24.87M |
| 12 | Thomas Gayner - Markel Asset Management | 0.36% | - | 183,000 | $16.08M |
| 13 | Ariel Investments - Ariel Investments | 0.09% | Add +1.3% | 82,905 | $7.28M |
| 14 | First Eagle - First Eagle Investment Management | 0.01% | - | 30,300 | $2.66M |
| 15 | Francois Rochon - Giverny Capital | 0.18% | - | 12,379 | $1.09M |
| 16 | Ruane Cunniff LP - Ruane Cunniff LP | 0.01% | Reduce -98.3% | 8,694 | $764K |
Loading holder history for JPM…