JPM - J P Morgan Chase (JPM)
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 Q3 2022 it was held by 17 managers with an aggregate reported value of $1.81B, which is 0.18% of the combined portfolio.
As of Q3 2022, 17 tracked institutional managers held JPM (J P Morgan Chase (JPM)) with an aggregate reported value of $1.81B — 0.18% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q3 2022
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Greenhaven Associates - Greenhaven Associates | 10.60% | Add +6.3% | 4,820,984 | $503.79M |
| 2 | Christopher Davis - Davis Advisors | 3.30% | Reduce -1.4% | 4,442,339 | $464.22M |
| 3 | Thomas Russo - Gardner Russo & Quinn | 2.44% | Reduce -1.3% | 1,928,564 | $201.54M |
| 4 | Richard Pzena - Pzena Investment Management | 0.99% | Reduce -1.1% | 1,912,478 | $199.85M |
| 5 | Glenn Greenberg - Brave Warrior Advisors | 6.27% | Reduce -0.1% | 1,735,301 | $181.34M |
| 6 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 1.27% | Add +86.7% | 960,193 | $100.34M |
| 7 | Dodge & Cox - Dodge & Cox | 0.04% | Reduce -2.6% | 452,360 | $47.27M |
| 8 | Bill Miller - Miller Value Partners | 2.49% | Add +0.5% | 391,803 | $40.94M |
| 9 | David Katz - Matrix Asset Advisors | 3.79% | Reduce -0.4% | 221,278 | $23.12M |
| 10 | Thomas Gayner - Markel Asset Management | 0.33% | - | 216,550 | $22.63M |
| 11 | Torray Funds - Torray Funds | 2.19% | Add +1.4% | 105,356 | $11.01M |
| 12 | Samantha McLemore - Patient Capital Management | 2.32% | Add +10.8% | 44,450 | $4.65M |
| 13 | Francois Rochon - Giverny Capital | 0.20% | Reduce -90.0% | 28,519 | $2.98M |
| 14 | Francis Chou - Chou Associates | 1.82% | - | 24,275 | $2.54M |
| 15 | Wallace Weitz - Weitz Investment Management | 0.12% | - | 20,000 | $2.09M |
| 16 | First Pacific Advisors - First Pacific Advisors | 0.01% | Add +191.7% | 7,000 | $732K |
| 17 | Bill Nygren - Oakmark Funds | 0.00% | - | 5,175 | $541K |
Loading holder history for JPM…