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 2021 it was held by 15 managers with an aggregate reported value of $1.96B, which is 0.17% of the combined portfolio.
As of Q4 2021, 15 tracked institutional managers held JPM (JPMorgan Chase & Co.) with an aggregate reported value of $1.96B — 0.17% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2021
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Christopher Davis - Davis Advisors | 3.58% | Reduce -2.2% | 4,869,065 | $771.02M |
| 2 | Thomas Russo - Gardner Russo & Quinn | 3.31% | Reduce -6.8% | 2,344,257 | $371.21M |
| 3 | Richard Pzena - Pzena Investment Management | 1.04% | Add +1.6% | 1,744,422 | $276.23M |
| 4 | Glenn Greenberg - Brave Warrior Advisors | 7.54% | Reduce -10.6% | 1,494,992 | $236.73M |
| 5 | Dodge & Cox - Dodge & Cox | 0.05% | Reduce -5.3% | 524,836 | $83.11M |
| 6 | Bill Miller - Miller Value Partners | 1.76% | Reduce -10.3% | 405,209 | $64.16M |
| 7 | Francois Rochon - Giverny Capital | 2.26% | New | 267,287 | $42.33M |
| 8 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 0.36% | Add +9.7% | 243,681 | $38.59M |
| 9 | David Katz - Matrix Asset Advisors | 4.44% | New | 215,682 | $34.15M |
| 10 | Torray Funds - Torray Funds | 2.54% | Reduce -5.2% | 108,599 | $17.2M |
| 11 | Wallace Weitz - Weitz Investment Management | 0.58% | Reduce -42.5% | 92,065 | $14.58M |
| 12 | Samantha McLemore - Patient Capital Management | 1.82% | New | 39,900 | $6.32M |
| 13 | Francis Chou - Chou Associates | 2.84% | - | 34,275 | $5.43M |
| 14 | Bill Nygren - Oakmark Funds | 0.00% | - | 5,337 | $845K |
| 15 | Greenhaven Associates - Greenhaven Associates | 0.02% | - | 5,000 | $792K |
Loading holder history for JPM…