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 Q4 2023 it was held by 15 managers with an aggregate reported value of $2.91B, which is 0.26% of the combined portfolio.
As of Q4 2023, 15 tracked institutional managers held JPM (J P Morgan Chase (JPM)) with an aggregate reported value of $2.91B — 0.26% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2023
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Greenhaven Associates - Greenhaven Associates | 8.57% | Add +0.1% | 4,723,504 | $803.47M |
| 2 | Christopher Davis - Davis Advisors | 3.84% | Reduce -3.5% | 3,993,234 | $679.25M |
| 3 | Thomas Russo - Gardner Russo & Quinn | 3.51% | Reduce -3.6% | 2,023,369 | $344.18M |
| 4 | Richard Pzena - Pzena Investment Management | 1.13% | Reduce -0.8% | 1,768,274 | $300.78M |
| 5 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 3.10% | Add +2.5% | 1,727,101 | $293.78M |
| 6 | Glenn Greenberg - Brave Warrior Advisors | 6.72% | Reduce -0.4% | 1,656,158 | $281.71M |
| 7 | Dodge & Cox - Dodge & Cox | 0.04% | Reduce -1.5% | 325,535 | $55.37M |
| 8 | Samantha McLemore - Patient Capital Management | 2.42% | Reduce -12.6% | 268,411 | $45.66M |
| 9 | Thomas Gayner - Markel Asset Management | 0.47% | Add +4.5% | 252,550 | $42.96M |
| 10 | David Katz - Matrix Asset Advisors | 4.51% | Reduce -2.1% | 208,218 | $35.42M |
| 11 | Torray Funds - Torray Funds | 2.80% | Reduce -0.3% | 101,820 | $17.32M |
| 12 | Francois Rochon - Giverny Capital | 0.29% | Add +0.5% | 36,773 | $6.26M |
| 13 | Wallace Weitz - Weitz Investment Management | 0.21% | - | 23,500 | $4M |
| 14 | Bill Nygren - Oakmark Funds | 0.00% | - | 5,175 | $880.27K |
| 15 | Lee Ainslie - Maverick Capital | 0.01% | New | 3,575 | $608.11K |
Loading holder history for JPM…