JPMorgan Chase & Co. (JPM)

Sector:Financials
Super Investor Stats:
Ownership count:13
Ownership rank:15
% of all portfolios:0.273%
Hold Price * :$210.86
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q3  2024
≡ Samantha McLemore - Patient Capital Management Reduce 81.16% 126,593 1.29
≡ Greenhaven Associates Reduce 33.33% 2,500 0.01
≡ Richard Pzena - Hancock Classic Value Reduce 25.89% 30,612 0.53
≡ Christopher Davis - Davis Advisors Reduce 24.32% 449,825 0.53
≡ Kahn Brothers Group Reduce 12.12% 407 0.02
≡ David Katz - Matrix Asset Advisors Reduce 7.88% 14,267 0.33
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.49% 52,128 0.11
Q2  2024
≡ Greenhaven Associates Reduce 99.84% 4,618,884 12.32
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 99.57% 1,292,985 6.87
≡ Richard Pzena - Hancock Classic Value Reduce 45.24% 97,687 1.71
≡ Christopher Davis - Davis Advisors Reduce 42.70% 1,378,316 1.58
≡ Samantha McLemore - Patient Capital Management Reduce 28.03% 60,745 0.65
≡ Kahn Brothers Group Reduce 13.19% 510 0.02
≡ Thomas Russo - Gardner Russo & Quinn Reduce 12.72% 217,659 0.47
≡ Torray Funds Reduce 8.61% 7,971 0.24
≡ David Katz - Matrix Asset Advisors Reduce 1.73% 3,187 0.08
≡ Lee Ainslie - Maverick Capital Sell 100.00% 2,263 0.01
Q1  2024
≡ Lee Ainslie - Maverick Capital Reduce 36.70% 1,312 0.01
≡ Kahn Brothers Group Reduce 33.03% 1,907 0.05
≡ Richard Pzena - Hancock Classic Value Reduce 21.92% 60,611 0.72
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 21.59% 357,530 1.50
≡ Samantha McLemore - Patient Capital Management Reduce 19.26% 51,687 0.50
≡ Christopher Davis - Davis Advisors Reduce 19.17% 765,565 0.86
≡ Thomas Russo - Gardner Russo & Quinn Reduce 15.46% 312,875 0.64
≡ David Katz - Matrix Asset Advisors Reduce 11.51% 23,973 0.57
≡ Torray Funds Reduce 9.11% 9,273 0.28
≡ Greenhaven Associates Reduce 2.06% 97,120 0.18
Q4  2023
≡ Samantha McLemore - Patient Capital Management Reduce 12.60% 38,707 0.35
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.58% 75,056 0.13
≡ Christopher Davis - Davis Advisors Reduce 3.48% 143,951 0.14
≡ David Katz - Matrix Asset Advisors Reduce 2.10% 4,460 0.10
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.44% 7,382 0.03
≡ Torray Funds Reduce 0.33% 339 0.01
≡ Kahn Brothers Group Reduce 0.02% 1 0.00
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 29,600 0.01
Q3  2023
≡ Torray Funds Reduce 2.95% 3,109 0.08
≡ Greenhaven Associates Reduce 1.83% 87,900 0.17
≡ Christopher Davis - Davis Advisors Reduce 1.64% 68,902 0.06
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.43% 24,178 0.09
≡ David Katz - Matrix Asset Advisors Reduce 1.16% 2,488 0.05
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.69% 14,492 0.02
≡ Samantha McLemore - Patient Capital Management Reduce 0.02% 52 0.00
Q2  2023
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.59% 10,029 0.04
≡ Bill Miller - Miller Value Partners Sell 100.00% 269,917 2.20
Q1  2023
≡ Bill Miller - Miller Value Partners Reduce 22.70% 79,264 0.65
≡ Richard Pzena - Hancock Classic Value Reduce 11.39% 35,548 0.31
≡ Samantha McLemore - Patient Capital Management Reduce 10.99% 5,000 0.29
≡ Christopher Davis - Davis Advisors Reduce 1.89% 80,885 0.07
≡ David Katz - Matrix Asset Advisors Reduce 1.83% 4,002 0.08
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.37% 25,205 0.03
≡ Greenhaven Associates Reduce 1.19% 57,000 0.12
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.67% 11,418 0.05
≡ Torray Funds Reduce 0.54% 570 0.01
Q4  2022
≡ Richard Pzena - Hancock Classic Value Reduce 17.10% 64,375 0.53
≡ Bill Miller - Miller Value Partners Reduce 10.88% 42,622 0.37
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.38% 84,500 0.13
≡ Christopher Davis - Davis Advisors Reduce 3.79% 168,160 0.15
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.51% 26,136 0.11
≡ David Katz - Matrix Asset Advisors Reduce 1.02% 2,258 0.05
≡ Greenhaven Associates Reduce 0.52% 25,200 0.06
≡ Torray Funds Reduce 0.09% 95 0.00
≡ Francis Chou - Chou Associates Sell 100.00% 24,275 2.51
Q3  2022
≡ Francois Rochon - Giverny Capital Reduce 89.96% 255,638 1.79
≡ Kahn Brothers Group Reduce 1.77% 50 0.00
≡ Christopher Davis - Davis Advisors Reduce 1.36% 61,447 0.05
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.33% 25,928 0.03
≡ David Katz - Matrix Asset Advisors Reduce 0.41% 901 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.14% 2,489 0.01
Q2  2022
≡ Kahn Brothers Group Reduce 10.32% 325 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 8.37% 178,540 0.22
≡ Christopher Davis - Davis Advisors Reduce 3.08% 143,351 0.10
≡ Bill Miller - Miller Value Partners Reduce 1.10% 4,353 0.03
≡ Viking Global Investors Sell 100.00% 119,706 0.07
Q1  2022
≡ Francis Chou - Chou Associates Reduce 29.18% 10,000 1.01
≡ Torray Funds Reduce 17.29% 18,772 0.41
≡ Samantha McLemore - Patient Capital Management Reduce 9.52% 3,800 0.20
≡ Thomas Russo - Gardner Russo & Quinn Reduce 9.01% 211,225 0.28
≡ Christopher Davis - Davis Advisors Reduce 4.56% 221,928 0.15
≡ Bill Miller - Miller Value Partners Reduce 2.72% 11,019 0.06
≡ Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 75,000 1.16
Q4  2021
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 46.43% 65,000 1.01
≡ Francois Rochon - Giverny Capital Reduce 29.99% 114,483 0.97
≡ Kahn Brothers Group Reduce 10.64% 375 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 10.59% 177,133 0.89
≡ Bill Miller - Miller Value Partners Reduce 10.34% 46,754 0.26
≡ Thomas Russo - Gardner Russo & Quinn Reduce 6.80% 171,152 0.24
≡ Torray Funds Reduce 5.24% 6,003 0.14
≡ Christopher Davis - Davis Advisors Reduce 2.24% 111,582 0.08
Q3  2021
≡ Christopher Davis - Davis Advisors Reduce 12.70% 724,732 0.55
≡ Thomas Russo - Gardner Russo & Quinn Reduce 9.78% 272,731 0.41
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 9.48% 175,212 1.00
≡ Bill Miller - Miller Value Partners Reduce 0.48% 2,163 0.01
Q2  2021
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 15.35% 334,876 1.79
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 13.85% 22,500 0.37
≡ Christopher Davis - Davis Advisors Reduce 10.30% 655,327 0.42
≡ Thomas Russo - Gardner Russo & Quinn Reduce 9.47% 291,655 0.38
≡ David Katz - Matrix Asset Advisors Reduce 0.79% 1,707 0.04
≡ Torray Funds Reduce 0.06% 74 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 4,453 0.01
≡ Dodge & Cox Sell 100.00% 151,200 0.03

* "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.