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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 Q1 2020 it was held by 20 managers with an aggregate reported value of $8.37B, which is 1.18% of the combined portfolio.

As of Q1 2020, 20 tracked institutional managers held JPM (JPMORGAN CHASE & CO) with an aggregate reported value of $8.37B1.18% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2020
Ticker
JPM

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

Holders

1Warren Buffett - Berkshire Hathaway 2.96%Reduce -3.0%57,714,433$5.2B
2Dodge & Cox - Dodge & Cox1.32%Reduce -3.9%13,515,625$1.22B
3Christopher Davis - Davis Advisors 4.41%Reduce -2.1%7,230,895$651M
4Viking Global Investors - Viking Global Investors1.91%New4,085,317$367.8M
5Thomas Russo - Gardner Russo & Quinn3.49%Add +36846.4%3,833,929$345.17M
6Richard Pzena - Pzena Investment Management1.42%Add +4.1%2,086,773$187.87M
7Glenn Greenberg - Brave Warrior Advisors9.90%Add +3.8%1,909,245$171.89M
8Greenhaven Associates - Greenhaven Associates1.56%Add +9202.0%465,100$41.87M
9Bill Miller - Miller Value Partners2.31%Reduce -26.2%398,330$35.86M
10Francois Rochon - Giverny Capital3.70%Reduce -5.1%322,693$29.05M
11Wallace Weitz - Weitz Investment Management1.49%Add +28.1%312,000$28.09M
12Mairs & Power Growth Fund - Mairs & Power Growth Fund0.32%Reduce -0.4%242,617$21.84M
13David Katz - Matrix Asset Advisors4.75%Reduce -4.8%231,622$20.85M
14Thomas Gayner - Markel Asset Management0.37%Add +0.8%217,350$19.57M
15Leon Cooperman - Leon Cooperman2.09%New180,000$16.21M
16Torray Funds - Torray Funds2.81%Add +37.0%141,262$12.72M
17Francis Chou - Chou Associates3.09%Reduce -22.6%34,275$3.09M
18Bill Nygren - Oakmark Funds0.01%Reduce -43.4%21,137$1.9M
19First Pacific Advisors - First Pacific Advisors0.01%Reduce -36.5%6,380$574K
20Lee Ainslie - Maverick Capital0.01%New5,260$474K
Loading holder history for JPM