Skip to main content

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 2017 it was held by 15 managers with an aggregate reported value of $6.32B, which is 0.79% of the combined portfolio.

As of Q2 2017, 15 tracked institutional managers held JPM (JPMorgan Chase & Co) with an aggregate reported value of $6.32B0.79% 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 2017
Ticker
JPM

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

Holders

1Dodge & Cox - Dodge & Cox2.01%Reduce -1.0%26,105,040$2.39B
2Christopher Davis - Davis Advisors 5.40%Reduce -11.6%13,507,258$1.23B
3Bill Nygren - Oakmark Funds2.03%Reduce -2.2%12,342,277$1.13B
4Greenhaven Associates - Greenhaven Associates9.72%Reduce -4.0%7,033,846$642.89M
5Richard Pzena - Pzena Investment Management2.08%Reduce -0.4%4,154,377$379.71M
6John Armitage - Egerton Capital3.12%Add +0.1%3,407,571$311.45M
7Glenn Greenberg - Brave Warrior Advisors6.77%Reduce -0.9%1,677,185$153.3M
8David Katz - Matrix Asset Advisors4.96%Add +0.6%316,977$28.97M
9Mairs & Power Growth Fund - Mairs & Power Growth Fund0.31%Reduce -1.2%279,693$25.56M
10Thomas Gayner - Markel Asset Management0.36%-183,000$16.73M
11Ariel Investments - Ariel Investments0.09%Reduce -0.0%82,890$7.58M
12First Eagle - First Eagle Investment Management0.01%-30,300$2.77M
13Francois Rochon - Giverny Capital0.18%-12,379$1.13M
14Ruane Cunniff LP - Ruane Cunniff LP0.01%Reduce -22.8%6,713$614K
15Torray Funds - Torray Funds0.02%New2,371$217K
Loading holder history for JPM