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 2018 it was held by 15 managers with an aggregate reported value of $5.08B, which is 0.57% of the combined portfolio.
As of Q2 2018, 15 tracked institutional managers held JPM (JPMorgan Chase & Co) with an aggregate reported value of $5.08B — 0.57% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2018
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 2.09% | Reduce -0.8% | 25,067,202 | $2.61B |
| 2 | Christopher Davis - Davis Advisors | 5.28% | Reduce -1.9% | 11,909,819 | $1.24B |
| 3 | Greenhaven Associates - Greenhaven Associates | 8.33% | Reduce -20.0% | 5,336,700 | $556.08M |
| 4 | Richard Pzena - Pzena Investment Management | 1.77% | Reduce -6.1% | 3,380,686 | $352.27M |
| 5 | Glenn Greenberg - Brave Warrior Advisors | 7.62% | Add +19.9% | 1,786,500 | $186.15M |
| 6 | Bill Nygren - Oakmark Funds | 0.08% | Reduce -38.2% | 461,744 | $48.11M |
| 7 | David Katz - Matrix Asset Advisors | 4.94% | Reduce -1.8% | 287,364 | $29.94M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.32% | Reduce -0.4% | 249,358 | $25.98M |
| 9 | Thomas Gayner - Markel Asset Management | 0.35% | - | 183,000 | $19.07M |
| 10 | First Eagle - First Eagle Investment Management | 0.01% | - | 30,000 | $3.13M |
| 11 | First Pacific Advisors - First Pacific Advisors | 0.01% | - | 16,000 | $1.67M |
| 12 | Francois Rochon - Giverny Capital | 0.17% | - | 14,757 | $1.54M |
| 13 | Wallace Weitz - Weitz Investment Management | 0.06% | - | 12,500 | $1.3M |
| 14 | Torray Funds - Torray Funds | 0.03% | Reduce -0.3% | 2,372 | $247K |
| 15 | Thomas Russo - Gardner Russo & Quinn | 0.00% | - | 2,000 | $208K |
Loading holder history for JPM…