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 Q4 2018 it was held by 18 managers with an aggregate reported value of $9.28B, which is 1.22% of the combined portfolio.
As of Q4 2018, 18 tracked institutional managers held JPM (JPMORGAN CHASE & CO) with an aggregate reported value of $9.28B — 1.22% 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
- Q4 2018
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Warren Buffett - Berkshire Hathaway | 2.67% | Add +40.5% | 50,116,394 | $4.89B |
| 2 | Dodge & Cox - Dodge & Cox | 2.22% | Reduce -0.5% | 24,808,398 | $2.42B |
| 3 | Christopher Davis - Davis Advisors | 4.38% | Reduce -0.7% | 8,033,318 | $783.82M |
| 4 | Greenhaven Associates - Greenhaven Associates | 9.51% | Reduce -3.1% | 5,052,884 | $493.26M |
| 5 | Richard Pzena - Pzena Investment Management | 1.77% | Reduce -8.1% | 3,108,876 | $303.49M |
| 6 | Glenn Greenberg - Brave Warrior Advisors | 9.61% | Add +8.1% | 1,934,803 | $188.88M |
| 7 | Bill Miller - Miller Value Partners | 3.41% | Add +0.1% | 770,686 | $75.23M |
| 8 | Francois Rochon - Giverny Capital | 3.89% | Add +46.1% | 302,194 | $29.5M |
| 9 | David Katz - Matrix Asset Advisors | 4.96% | Reduce -0.3% | 273,786 | $26.73M |
| 10 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.33% | Add +0.1% | 249,252 | $24.33M |
| 11 | Thomas Gayner - Markel Asset Management | 0.34% | - | 183,000 | $17.86M |
| 12 | Francis Chou - Chou Associates | 4.79% | - | 109,275 | $10.67M |
| 13 | Bill Nygren - Oakmark Funds | 0.01% | - | 39,574 | $3.86M |
| 14 | First Eagle - First Eagle Investment Management | 0.01% | - | 30,000 | $2.93M |
| 15 | First Pacific Advisors - First Pacific Advisors | 0.01% | Reduce -0.6% | 15,900 | $1.55M |
| 16 | Wallace Weitz - Weitz Investment Management | 0.07% | Add +20.0% | 15,000 | $1.46M |
| 17 | Thomas Russo - Gardner Russo & Quinn | 0.01% | Add +4.2% | 12,000 | $1.17M |
| 18 | Torray Funds - Torray Funds | 0.03% | Add +12.8% | 2,923 | $285K |
Loading holder history for JPM…