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
≡ Viking Global Investors Add 22.82% 686,713 0.53
≡ Christopher Davis - Davis Advisors Reduce 24.32% 449,825 0.53
≡ Richard Pzena - Hancock Classic Value Reduce 25.89% 30,612 0.53
≡ David Katz - Matrix Asset Advisors Reduce 7.88% 14,267 0.33
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.49% 52,128 0.11
≡ Torray Funds Add 3.13% 2,643 0.08
≡ Francois Rochon - Giverny Capital Add 7.70% 3,098 0.03
≡ Kahn Brothers Group Reduce 12.12% 407 0.02
≡ Greenhaven Associates Reduce 33.33% 2,500 0.01
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
≡ Viking Global Investors Buy 3,009,822 2.34
≡ 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
≡ 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
≡ Kahn Brothers Group Reduce 13.19% 510 0.02
≡ Francois Rochon - Giverny Capital Add 2.61% 1,023 0.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 2,263 0.01
Q1  2024
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 21.59% 357,530 1.50
≡ Christopher Davis - Davis Advisors Reduce 19.17% 765,565 0.86
≡ Richard Pzena - Hancock Classic Value Reduce 21.92% 60,611 0.72
≡ Thomas Russo - Gardner Russo & Quinn Reduce 15.46% 312,875 0.64
≡ David Katz - Matrix Asset Advisors Reduce 11.51% 23,973 0.57
≡ Samantha McLemore - Patient Capital Management Reduce 19.26% 51,687 0.50
≡ Torray Funds Reduce 9.11% 9,273 0.28
≡ Greenhaven Associates Reduce 2.06% 97,120 0.18
≡ Kahn Brothers Group Reduce 33.03% 1,907 0.05
≡ Francois Rochon - Giverny Capital Add 6.61% 2,430 0.02
≡ Lee Ainslie - Maverick Capital Reduce 36.70% 1,312 0.01
Q4  2023
≡ Samantha McLemore - Patient Capital Management Reduce 12.60% 38,707 0.35
≡ Mairs & Power Growth Fund Add 3.36% 41,000 0.14
≡ Christopher Davis - Davis Advisors Reduce 3.48% 143,951 0.14
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.58% 75,056 0.13
≡ David Katz - Matrix Asset Advisors Reduce 2.10% 4,460 0.10
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.44% 7,382 0.03
≡ Thomas Gayner - Markel Group Add 4.55% 11,000 0.02
≡ Greenhaven Associates Add 0.10% 4,500 0.01
≡ Torray Funds Reduce 0.33% 339 0.01
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 29,600 0.01
≡ Lee Ainslie - Maverick Capital Buy 3,575 0.01
≡ Francois Rochon - Giverny Capital Add 0.46% 167 0.00
≡ Kahn Brothers Group Reduce 0.02% 1 0.00
Q3  2023
≡ Greenhaven Associates Reduce 1.83% 87,900 0.17
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.43% 24,178 0.09
≡ Mairs & Power Growth Fund Add 2.09% 25,000 0.08
≡ Torray Funds Reduce 2.95% 3,109 0.08
≡ Christopher Davis - Davis Advisors Reduce 1.64% 68,902 0.06
≡ Kahn Brothers Group Add 52.98% 2,000 0.05
≡ David Katz - Matrix Asset Advisors Reduce 1.16% 2,488 0.05
≡ Francois Rochon - Giverny Capital Add 7.36% 2,511 0.02
≡ Thomas Gayner - Markel Group Add 5.69% 13,000 0.02
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.69% 14,492 0.02
≡ Bill & Melinda Gates Foundation Trust Buy 29,600 0.01
≡ Samantha McLemore - Patient Capital Management Reduce 0.02% 52 0.00
Q2  2023
≡ Bill Miller - Miller Value Partners Sell 100.00% 269,917 2.20
≡ Samantha McLemore - Patient Capital Management Add 658.44% 266,670 2.16
≡ Mairs & Power Growth Fund Add 36.49% 320,000 0.96
≡ Thomas Russo - Gardner Russo & Quinn Add 16.17% 294,058 0.42
≡ Greenhaven Associates Add 1.44% 68,120 0.13
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.59% 10,029 0.04
≡ Thomas Gayner - Markel Group Add 5.54% 12,000 0.02
≡ Francois Rochon - Giverny Capital Add 3.24% 1,069 0.01
≡ Torray Funds Add 0.55% 577 0.01
≡ Christopher Davis - Davis Advisors Add 0.31% 12,793 0.01
≡ David Katz - Matrix Asset Advisors Add 0.07% 148 0.00
Q1  2023
≡ Mairs & Power Growth Fund Add 39.87% 250,000 0.72
≡ 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
≡ Greenhaven Associates Reduce 1.19% 57,000 0.12
≡ David Katz - Matrix Asset Advisors Reduce 1.83% 4,002 0.08
≡ Christopher Davis - Davis Advisors Reduce 1.89% 80,885 0.07
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.67% 11,418 0.05
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.37% 25,205 0.03
≡ Kahn Brothers Group Add 36.04% 1,000 0.02
≡ Francois Rochon - Giverny Capital Add 5.71% 1,785 0.01
≡ Torray Funds Reduce 0.54% 570 0.01
Q4  2022
≡ Francis Chou - Chou Associates Sell 100.00% 24,275 2.51
≡ Richard Pzena - Hancock Classic Value Reduce 17.10% 64,375 0.53
≡ Bill Miller - Miller Value Partners Reduce 10.88% 42,622 0.37
≡ Christopher Davis - Davis Advisors Reduce 3.79% 168,160 0.15
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.38% 84,500 0.13
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.51% 26,136 0.11
≡ Samantha McLemore - Patient Capital Management Add 2.36% 1,050 0.07
≡ Greenhaven Associates Reduce 0.52% 25,200 0.06
≡ David Katz - Matrix Asset Advisors Reduce 1.02% 2,258 0.05
≡ Francois Rochon - Giverny Capital Add 9.54% 2,722 0.02
≡ Torray Funds Reduce 0.09% 95 0.00
Q3  2022
≡ Francois Rochon - Giverny Capital Reduce 89.96% 255,638 1.79
≡ Mairs & Power Growth Fund Add 143.97% 370,000 0.92
≡ Greenhaven Associates Add 6.33% 287,128 0.63
≡ Samantha McLemore - Patient Capital Management Add 10.85% 4,350 0.23
≡ Christopher Davis - Davis Advisors Reduce 1.36% 61,447 0.05
≡ Torray Funds Add 1.42% 1,476 0.03
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.33% 25,928 0.03
≡ David Katz - Matrix Asset Advisors Reduce 0.41% 901 0.02

* "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.