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 Q3 2024 it was held by 14 managers with an aggregate reported value of $2.12B, which is 0.19% of the combined portfolio.
As of Q3 2024, 14 tracked institutional managers held JPM (JPMORGAN CHASE & CO.) with an aggregate reported value of $2.12B — 0.19% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q3 2024
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Viking Global Investors - Viking Global Investors | 2.84% | Add +22.8% | 3,696,535 | $779.45M |
| 2 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 3.41% | Reduce -0.2% | 1,720,372 | $362.76M |
| 3 | Thomas Russo - Gardner Russo & Quinn | 3.12% | Reduce -3.5% | 1,440,707 | $303.79M |
| 4 | Christopher Davis - Davis Advisors | 1.66% | Reduce -24.3% | 1,399,528 | $295.1M |
| 5 | Richard Pzena - Pzena Investment Management | 0.60% | Reduce -7.9% | 884,350 | $186.47M |
| 6 | Dodge & Cox - Dodge & Cox | 0.04% | Reduce -1.4% | 303,575 | $64.01M |
| 7 | Thomas Gayner - Markel Asset Management | 0.48% | - | 252,550 | $53.25M |
| 8 | David Katz - Matrix Asset Advisors | 3.91% | Reduce -7.9% | 166,791 | $35.17M |
| 9 | Torray Funds - Torray Funds | 2.57% | Add +3.1% | 87,219 | $18.39M |
| 10 | Francois Rochon - Giverny Capital | 0.35% | Add +7.7% | 43,324 | $9.14M |
| 11 | Samantha McLemore - Patient Capital Management | 0.30% | Reduce -81.2% | 29,386 | $6.2M |
| 12 | Glenn Greenberg - Brave Warrior Advisors | 0.02% | - | 5,643 | $1.19M |
| 13 | Greenhaven Associates - Greenhaven Associates | 0.01% | Reduce -33.3% | 5,000 | $1.05M |
| 14 | Bill Nygren - Oakmark Funds | 0.00% | Reduce -0.3% | 4,975 | $1.05M |
Loading holder history for JPM…