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 2020 it was held by 18 managers with an aggregate reported value of $4.7B, which is 0.44% of the combined portfolio.
As of Q4 2020, 18 tracked institutional managers held JPM (JPMorgan Chase & Co) with an aggregate reported value of $4.7B — 0.44% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2020
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Dodge & Cox - Dodge & Cox | 1.22% | Reduce -3.8% | 12,154,454 | $1.54B |
| 2 | Viking Global Investors - Viking Global Investors | 2.96% | Reduce -10.5% | 8,459,075 | $1.07B |
| 3 | Christopher Davis - Davis Advisors | 4.19% | Reduce -4.0% | 6,857,389 | $871.37M |
| 4 | Thomas Russo - Gardner Russo & Quinn | 4.14% | Reduce -4.9% | 3,591,104 | $456.32M |
| 5 | Glenn Greenberg - Brave Warrior Advisors | 10.41% | Reduce -0.7% | 2,228,522 | $283.18M |
| 6 | Richard Pzena - Pzena Investment Management | 1.09% | Reduce -0.5% | 1,825,655 | $231.99M |
| 7 | Bill Miller - Miller Value Partners | 1.73% | Add +13.6% | 448,510 | $56.99M |
| 8 | Francois Rochon - Giverny Capital | 3.37% | Add +2.7% | 345,615 | $43.92M |
| 9 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.34% | Reduce -0.2% | 238,793 | $30.34M |
| 10 | Wallace Weitz - Weitz Investment Management | 1.19% | Reduce -16.0% | 220,000 | $27.96M |
| 11 | Thomas Gayner - Markel Asset Management | 0.41% | Reduce -0.4% | 216,550 | $27.52M |
| 12 | David Katz - Matrix Asset Advisors | 4.62% | Add +0.5% | 215,300 | $27.36M |
| 13 | Torray Funds - Torray Funds | 2.92% | Reduce -0.8% | 139,312 | $17.7M |
| 14 | Hillman Value Fund - Hillman Value Fund | 2.61% | Add +20.9% | 38,100 | $4.84M |
| 15 | Francis Chou - Chou Associates | 3.20% | - | 34,275 | $4.36M |
| 16 | Bill Nygren - Oakmark Funds | 0.00% | Reduce -71.0% | 6,137 | $780K |
| 17 | Greenhaven Associates - Greenhaven Associates | 0.01% | - | 5,000 | $635K |
| 18 | Lee Ainslie - Maverick Capital | 0.00% | Reduce -55.1% | 658 | $84K |
Loading holder history for JPM…