JPMorgan Chase & Co. (JPM)

Sector:Financials
Super Investor Stats:
Ownership count:13
Ownership rank:14
% of all portfolios:0.291%
Hold Price * :$206.04
History Portfolio Manager Activity Share change % change to portfolio ▼
Q2  2020
≡ Thomas Russo - Gardner Russo & Quinn Reduce 5.60% 214,813 0.21
≡ Francois Rochon - Giverny Capital Add 2.92% 9,430 0.09
≡ Christopher Davis - Davis Advisors Add 1.67% 120,847 0.07
≡ Dodge & Cox Reduce 4.31% 350,000 0.06
≡ David Katz - Matrix Asset Advisors Reduce 0.85% 1,972 0.04
≡ Torray Funds Add 0.78% 1,100 0.02
≡ Lee Ainslie - Maverick Capital Add 98.99% 5,207 0.01
≡ Bill Miller - Miller Value Partners Reduce 0.16% 625 0.00
≡ Kahn Brothers Group Reduce 1.19% 47 0.00
Q1  2020
≡ David Katz - Matrix Asset Advisors Add 1061.01% 211,672 4.34
≡ Thomas Russo - Gardner Russo & Quinn Add 36846.41% 3,823,552 3.48
≡ Leon Cooperman Buy 180,000 2.09
≡ Viking Global Investors Buy 4,085,317 1.91
≡ Greenhaven Associates Add 9202.00% 460,100 1.54
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 28.89% 65,000 0.93
≡ Francis Chou - Chou Associates Reduce 22.59% 10,000 0.90
≡ Bill Miller - Miller Value Partners Reduce 26.17% 141,200 0.82
≡ Torray Funds Add 36.95% 38,113 0.76
≡ Richard Pzena - Hancock Classic Value Add 27.04% 93,025 0.54
≡ Glenn Greenberg - Brave Warrior Advisors Add 3.76% 69,237 0.36
≡ Francois Rochon - Giverny Capital Reduce 5.10% 17,332 0.20
≡ Christopher Davis - Davis Advisors Reduce 2.09% 154,459 0.09
≡ Warren Buffett - Berkshire Hathaway Reduce 3.03% 1,800,499 0.09
≡ Dodge & Cox Reduce 6.01% 519,900 0.09
≡ Kahn Brothers Group Buy 3,935 0.06
≡ Lee Ainslie - Maverick Capital Buy 5,260 0.01
≡ Thomas Gayner - Markel Group Add 0.77% 1,670 0.00
Q4  2019
≡ Greenhaven Associates Reduce 99.76% 2,069,113 8.28
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 9.21% 186,696 1.38
≡ Dodge & Cox Reduce 36.19% 4,904,900 0.93
≡ David Katz - Matrix Asset Advisors Reduce 12.69% 2,900 0.72
≡ Richard Pzena - Hancock Classic Value Reduce 24.39% 110,949 0.67
≡ Bill Miller - Miller Value Partners Reduce 16.98% 110,331 0.55
≡ Francois Rochon - Giverny Capital Add 0.66% 2,243 0.03
≡ Thomas Gayner - Markel Group Add 3.09% 6,470 0.01
≡ Thomas Russo - Gardner Russo & Quinn Add 0.57% 59 0.00
≡ Torray Funds Reduce 0.16% 166 0.00
Q3  2019
≡ Greenhaven Associates Reduce 57.70% 2,828,963 6.74
≡ Francis Chou - Chou Associates Reduce 59.48% 65,000 4.71
≡ Dodge & Cox Reduce 16.83% 2,743,100 0.48
≡ Richard Pzena - Hancock Classic Value Reduce 15.39% 82,777 0.46
≡ Bill Miller - Miller Value Partners Reduce 7.95% 56,164 0.27
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.60% 12,141 0.08
≡ David Katz - Matrix Asset Advisors Reduce 1.08% 250 0.06
≡ Thomas Gayner - Markel Group Add 10.96% 20,660 0.04
≡ Francois Rochon - Giverny Capital Add 1.13% 3,771 0.04
≡ Torray Funds Reduce 0.11% 116 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 15.06% 1,830 0.00
Q2  2019
≡ Torray Funds Buy 103,431 1.20
≡ Bill Miller - Miller Value Partners Reduce 8.00% 61,370 0.27
≡ Francois Rochon - Giverny Capital Add 5.00% 15,896 0.18
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.44% 29,719 0.18
≡ Lee Ainslie - Maverick Capital Sell 100.00% 133,570 0.18
≡ Greenhaven Associates Reduce 1.36% 67,497 0.13
≡ Thomas Gayner - Markel Group Add 1.29% 2,400 0.00
≡ Thomas Russo - Gardner Russo & Quinn Add 0.59% 71 0.00
Q1  2019
≡ Wallace Weitz - Weitz Large Cap Equity Fund Buy 225,000 3.10
≡ Glenn Greenberg - Brave Warrior Advisors Add 6.91% 133,761 0.68
≡ Warren Buffett - Berkshire Hathaway Add 18.75% 9,398,538 0.48
≡ Francois Rochon - Giverny Capital Add 5.27% 15,921 0.18
≡ Lee Ainslie - Maverick Capital Buy 133,570 0.18
≡ Torray Funds Sell 100.00% 2,923 0.03
≡ Thomas Gayner - Markel Group Add 1.72% 3,150 0.01
≡ Bill Miller - Miller Value Partners Reduce 0.43% 3,291 0.01
≡ Thomas Russo - Gardner Russo & Quinn Add 0.64% 77 0.00
≡ Dodge & Cox Reduce 0.20% 33,200 0.00
Q4  2018
≡ Francois Rochon - Giverny Capital Add 46.15% 95,425 1.23
≡ Warren Buffett - Berkshire Hathaway Add 40.52% 14,451,627 0.77
≡ Glenn Greenberg - Brave Warrior Advisors Add 8.10% 145,031 0.72
≡ David Katz - Matrix Asset Advisors Reduce 1.28% 300 0.06
≡ Torray Funds Add 12.81% 332 0.00
≡ Thomas Russo - Gardner Russo & Quinn Add 4.17% 480 0.00
≡ Bill Miller - Miller Value Partners Add 0.06% 429 0.00
Q3  2018
≡ Francis Chou - Chou Associates Buy 109,275 4.46
≡ Bill Miller - Miller Value Partners Buy 770,257 2.90
≡ Francois Rochon - Giverny Capital Add 1301.16% 192,012 2.45
≡ Warren Buffett - Berkshire Hathaway Buy 35,664,767 1.82
≡ Glenn Greenberg - Brave Warrior Advisors Add 0.18% 3,272 0.02
≡ Thomas Russo - Gardner Russo & Quinn Add 476.00% 9,520 0.01
Q2  2018
≡ Glenn Greenberg - Brave Warrior Advisors Add 19.90% 296,464 1.26
≡ Richard Pzena - Hancock Classic Value Reduce 8.34% 48,942 0.23
≡ Dodge & Cox Reduce 0.61% 100,000 0.02
Q1  2018
≡ Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 20,000 3.79
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 17.73% 321,113 1.55
≡ David Katz - Matrix Asset Advisors Reduce 11.70% 3,100 0.61
≡ Dodge & Cox Reduce 1.08% 180,000 0.03
Q4  2017
≡ Bill Nygren - Oakmark Select Fund Sell 100.00% 2,568,000 4.12
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 10.49% 212,187 0.97
≡ David Katz - Matrix Asset Advisors Reduce 9.25% 2,700 0.47
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 6.10% 1,300 0.25
≡ Dodge & Cox Reduce 0.53% 88,100 0.01
≡ Thomas Russo - Gardner Russo & Quinn Buy 2,000 0.00
Q3  2017
≡ Glenn Greenberg - Brave Warrior Advisors Add 20.64% 346,151 1.60
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 12.35% 3,000 0.52
≡ David Katz - Matrix Asset Advisors Reduce 5.81% 1,800 0.29
≡ Dodge & Cox Reduce 0.60% 100,000 0.01
Q2  2017
≡ Daniel Loeb - Third Point Sell 100.00% 3,750,000 3.25
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.88% 14,856 0.06
Q1  2017
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 33.91% 868,102 3.64
≡ Daniel Loeb - Third Point Reduce 28.57% 1,500,000 1.30

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.