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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 2022 it was held by 16 managers with an aggregate reported value of $1.76B, which is 0.15% of the combined portfolio.

As of Q1 2022, 16 tracked institutional managers held JPM (JPMorgan Chase & Co.) with an aggregate reported value of $1.76B0.15% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2022
Ticker
JPM

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

Holders

1Christopher Davis - Davis Advisors 3.20%Reduce -4.6%4,647,137$633.5M
2Thomas Russo - Gardner Russo & Quinn2.80%Reduce -9.0%2,133,032$290.78M
3Richard Pzena - Pzena Investment Management0.90%Add +0.3%1,748,831$238.4M
4Glenn Greenberg - Brave Warrior Advisors6.41%Add +6.6%1,593,953$217.29M
5Greenhaven Associates - Greenhaven Associates2.34%Add +12840.2%647,011$88.2M
6Mairs & Power Growth Fund - Mairs & Power Growth Fund0.69%Add +107.3%505,206$68.87M
7Dodge & Cox - Dodge & Cox0.04%Reduce -7.5%485,496$66.18M
8Bill Miller - Miller Value Partners1.73%Reduce -2.7%394,190$53.74M
9Francois Rochon - Giverny Capital2.13%Add +3.5%276,548$37.7M
10David Katz - Matrix Asset Advisors4.00%Add +1.3%218,372$29.77M
11Viking Global Investors - Viking Global Investors0.07%New119,706$16.32M
12Torray Funds - Torray Funds1.96%Reduce -17.3%89,827$12.25M
13Samantha McLemore - Patient Capital Management1.67%Reduce -9.5%36,100$4.92M
14Francis Chou - Chou Associates1.76%Reduce -29.2%24,275$3.31M
15Wallace Weitz - Weitz Investment Management0.10%Reduce -82.0%16,600$2.26M
16Bill Nygren - Oakmark Funds0.00%-5,337$728K
Loading holder history for JPM