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 Q2 2023 it was held by 15 managers with an aggregate reported value of $2.55B, which is 0.23% of the combined portfolio.

Filing period

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Source: Curated SEC 13F filings
Period: Q2 2023
Ticker: JPM

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

Holders


1	Greenhaven Associates - Greenhaven Associates	9.28%	Add +1.4%	4,806,904	$699.12M
2	Christopher Davis - Davis Advisors	3.73%	Add +0.3%	4,206,087	$611.73M
3	Thomas Russo - Gardner Russo & Quinn	3.04%	Add +16.2%	2,112,917	$307.3M
4	Richard Pzena - Pzena Investment Management	1.12%	Reduce -3.2%	1,798,712	$261.6M
5	Glenn Greenberg - Brave Warrior Advisors	6.49%	Reduce -0.6%	1,687,718	$245.46M
6	Mairs & Power Growth Fund - Mairs & Power Growth Fund	2.61%	Add +28.2%	1,648,888	$239.81M
7	Dodge & Cox - Dodge & Cox	0.03%	Reduce -4.5%	346,385	$50.38M
8	Samantha McLemore - Patient Capital Management	2.49%	Add +658.4%	307,170	$44.67M
9	Thomas Gayner - Markel Asset Management	0.40%	Add +5.5%	228,550	$33.24M
10	David Katz - Matrix Asset Advisors	4.31%	Add +0.1%	215,166	$31.29M
11	Torray Funds - Torray Funds	2.65%	Add +0.6%	105,268	$15.31M
12	Francois Rochon - Giverny Capital	0.26%	Add +3.2%	34,095	$4.96M
13	Wallace Weitz - Weitz Investment Management	0.18%	-	23,500	$3.42M
14	Bill Nygren - Oakmark Funds	0.00%	Reduce -20.1%	5,175	$752.65K
15	First Pacific Advisors - First Pacific Advisors	0.01%	-	4,450	$647.21K

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