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
Q1  2012
David Katz - Matrix Asset Advisors Reduce 10.59% 9,000 0.49
Richard Pzena - Hancock Classic Value Reduce 9.21% 112,325 0.30
Charles Bobrinskoy - Ariel Focus Fund Reduce 8.56% 2,800 0.28
Bill Nygren - Oakmark Select Fund Add 2.73% 90,000 0.14
Thomas Russo - Gardner Russo & Quinn Reduce 0.94% 200 0.00
Q4  2011
Charles Bobrinskoy - Ariel Focus Fund Reduce 20.05% 8,200 0.64
Bill Nygren - Oakmark Select Fund Add 10.02% 300,000 0.42
Robert Olstein - Olstein Capital Management Add 14.37% 25,000 0.17
Thomas Russo - Gardner Russo & Quinn Reduce 7.20% 1,657 0.00
Q3  2011
Bill Nygren - Oakmark Select Fund Add 20.05% 500,000 0.70
Charles Bobrinskoy - Ariel Focus Fund Reduce 10.11% 4,600 0.33
David Katz - Matrix Asset Advisors Add 6.25% 5,000 0.20
Robert Olstein - Olstein Capital Management Add 10.13% 16,000 0.10
Richard Pzena - Hancock Classic Value Reduce 1.84% 22,925 0.05
Q2  2011
Stephen Mandel - Lone Pine Capital Sell 100.00% 7,400,879 2.82
Charles Bobrinskoy - Ariel Focus Fund Reduce 13.33% 7,000 0.58
Richard Pzena - Hancock Classic Value Add 8.88% 101,400 0.21
Robert Olstein - Olstein Capital Management Add 10.49% 15,000 0.10
David Katz - Matrix Asset Advisors Reduce 1.23% 1,000 0.04
Thomas Russo - Gardner Russo & Quinn Reduce 4.96% 1,200 0.00
Q1  2011
David Tepper - Appaloosa Management Sell 100.00% 540,704 0.54
Hillman Value Fund Reduce 8.74% 1,600 0.50
Stephen Mandel - Lone Pine Capital Reduce 8.78% 711,923 0.27
Charles Bobrinskoy - Ariel Focus Fund Reduce 3.67% 2,000 0.17
Robert Olstein - Olstein Capital Management Add 14.40% 18,000 0.13
Thomas Russo - Gardner Russo & Quinn Add 32.24% 5,900 0.00
Q4  2010
Stephen Mandel - Lone Pine Capital Reduce 30.73% 3,598,979 1.35
Meridian Contrarian Fund Sell 100.00% 126,200 0.59
David Tepper - Appaloosa Management Buy 540,704 0.54
Robert Olstein - Olstein Capital Management Add 73.61% 53,000 0.36
Charles Bobrinskoy - Ariel Focus Fund Reduce 4.72% 2,700 0.21
David Katz - Matrix Asset Advisors Add 2.53% 2,000 0.08
Richard Pzena - Hancock Classic Value Reduce 2.57% 30,100 0.06
Q3  2010
Stephen Mandel - Lone Pine Capital Reduce 28.74% 4,724,524 1.67
Hillman Value Fund Reduce 12.86% 2,700 0.71
Charles Bobrinskoy - Ariel Focus Fund Add 13.72% 6,900 0.50
Robert Olstein - Olstein Capital Management Buy 72,000 0.49
Meridian Contrarian Fund Reduce 40.56% 86,100 0.40
Richard Pzena - Hancock Classic Value Reduce 3.01% 36,375 0.07
Thomas Russo - Gardner Russo & Quinn Reduce 9.85% 2,000 0.00
Q2  2010
Charles Bobrinskoy - Ariel Focus Fund Add 68.23% 20,400 1.56
Bill Nygren - Oakmark Select Fund Add 19.10% 400,000 0.68
Stephen Mandel - Lone Pine Capital Reduce 7.74% 1,378,680 0.54
Meridian Contrarian Fund Reduce 19.70% 52,100 0.25
Thomas Russo - Gardner Russo & Quinn Reduce 19.76% 5,000 0.01
Q1  2010
Meridian Contrarian Fund Reduce 21.45% 72,200 0.36
Stephen Mandel - Lone Pine Capital Add 1.88% 328,877 0.14
Richard Pzena - Hancock Classic Value Add 6.40% 72,600 0.13
Thomas Russo - Gardner Russo & Quinn Reduce 15.67% 4,700 0.01
Q4  2009
Meridian Contrarian Fund Reduce 28.35% 133,200 0.65
Stephen Mandel - Lone Pine Capital Add 6.88% 1,124,980 0.48
David Katz - Matrix Asset Advisors Add 5.33% 4,000 0.17
Q3  2009
Stephen Mandel - Lone Pine Capital Add 30.43% 3,817,100 2.16
Hillman Value Fund Reduce 26.57% 7,600 1.89
David Katz - Matrix Asset Advisors Add 6.53% 4,600 0.21
Bill Nygren - Oakmark Select Fund Reduce 4.56% 100,000 0.21
Richard Pzena - Hancock Classic Value Reduce 9.41% 117,925 0.21
Q2  2009
Stephen Mandel - Lone Pine Capital Reduce 19.59% 3,055,100 1.48
Richard Pzena - Hancock Classic Value Reduce 28.02% 487,825 0.83
Bill Nygren - Oakmark Select Fund Reduce 12.03% 300,000 0.54
Q1  2009
Meridian Contrarian Fund Add 617.25% 404,300 1.53
Stephen Mandel - Lone Pine Capital Add 26.41% 3,259,505 1.37
David Katz - Matrix Asset Advisors Add 46.36% 22,300 0.86
Richard Pzena - Hancock Classic Value Reduce 12.99% 259,975 0.40
Thomas Russo - Gardner Russo & Quinn Reduce 14.29% 5,000 0.01
Q4  2008
Stephen Mandel - Lone Pine Capital Buy 12,339,623 6.68
Hillman Value Fund Reduce 29.21% 11,800 2.17
Charles Bobrinskoy - Ariel Focus Fund Reduce 32.96% 14,700 1.75
Richard Pzena - Hancock Classic Value Reduce 31.18% 906,375 1.24
Bill Nygren - Oakmark Select Fund Reduce 13.82% 400,000 0.72
David Tepper - Appaloosa Management Sell 100.00% 50,000 0.41
David Katz - Matrix Asset Advisors Reduce 10.93% 5,900 0.23
Meridian Contrarian Fund Buy 65,500 0.23
Q3  2008
Hillman Value Fund Reduce 60.73% 62,466 9.20
Richard Pzena - Hancock Classic Value Add 1830.49% 2,756,725 3.93
David Katz - Matrix Asset Advisors Reduce 34.94% 29,000 1.30
David Tepper - Appaloosa Management Buy 50,000 0.41
Bill Nygren - Oakmark Select Fund Reduce 3.34% 100,000 0.19
Q2  2008
Bill Nygren - Oakmark Select Fund Reduce 15.52% 550,000 0.68
Charles Bobrinskoy - Ariel Focus Fund Add 7.21% 3,000 0.27
David Katz - Matrix Asset Advisors Reduce 2.35% 2,000 0.06
Q1  2008
David Katz - Matrix Asset Advisors Reduce 32.00% 40,000 1.34
Bill Nygren - Oakmark Select Fund Reduce 20.25% 900,000 1.21
Q4  2007
David Katz - Matrix Asset Advisors Reduce 8.76% 12,000 0.33
Q3  2007
Hillman Value Fund Buy 102,866 4.60
Meridian Contrarian Fund Sell 100.00% 850,000 2.39
Charles Bobrinskoy - Ariel Focus Fund Add 15.24% 5,500 0.60
David Katz - Matrix Asset Advisors Add 7.03% 9,000 0.20
Bill Nygren - Oakmark Select Fund Reduce 3.39% 156,000 0.14
Q2  2007
Bill Nygren - Oakmark Select Fund Reduce 16.36% 900,000 0.75
David Katz - Matrix Asset Advisors Add 17.43% 19,000 0.41
Charles Bobrinskoy - Ariel Focus Fund Add 3.14% 1,100 0.13
Meridian Contrarian Fund Reduce 3.41% 30,000 0.08
Q1  2007
Charles Bobrinskoy - Ariel Focus Fund Add 12.90% 4,000 0.55
Meridian Contrarian Fund Reduce 4.35% 40,000 0.11

* "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.