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
≡ Viking Global Investors Add 22.82% 686,713 0.53
≡ Francois Rochon - Giverny Capital Add 7.70% 3,098 0.03
≡ Torray Funds Add 3.13% 2,643 0.08
Q2  2024
≡ Francois Rochon - Giverny Capital Add 2.61% 1,023 0.01
≡ Viking Global Investors Buy 3,009,822 2.34
Q1  2024
≡ Francois Rochon - Giverny Capital Add 6.61% 2,430 0.02
Q4  2023
≡ Thomas Gayner - Markel Group Add 4.55% 11,000 0.02
≡ Mairs & Power Growth Fund Add 3.36% 41,000 0.14
≡ Francois Rochon - Giverny Capital Add 0.46% 167 0.00
≡ Greenhaven Associates Add 0.10% 4,500 0.01
≡ Lee Ainslie - Maverick Capital Buy 3,575 0.01
Q3  2023
≡ Kahn Brothers Group Add 52.98% 2,000 0.05
≡ Francois Rochon - Giverny Capital Add 7.36% 2,511 0.02
≡ Thomas Gayner - Markel Group Add 5.69% 13,000 0.02
≡ Mairs & Power Growth Fund Add 2.09% 25,000 0.08
≡ Bill & Melinda Gates Foundation Trust Buy 29,600 0.01
Q2  2023
≡ 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
≡ Thomas Gayner - Markel Group Add 5.54% 12,000 0.02
≡ Francois Rochon - Giverny Capital Add 3.24% 1,069 0.01
≡ Greenhaven Associates Add 1.44% 68,120 0.13
≡ 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
≡ Kahn Brothers Group Add 36.04% 1,000 0.02
≡ Francois Rochon - Giverny Capital Add 5.71% 1,785 0.01
Q4  2022
≡ Francois Rochon - Giverny Capital Add 9.54% 2,722 0.02
≡ Samantha McLemore - Patient Capital Management Add 2.36% 1,050 0.07
Q3  2022
≡ Mairs & Power Growth Fund Add 143.97% 370,000 0.92
≡ Samantha McLemore - Patient Capital Management Add 10.85% 4,350 0.23
≡ Greenhaven Associates Add 6.33% 287,128 0.63
≡ Torray Funds Add 1.42% 1,476 0.03
≡ Bill Miller - Miller Value Partners Add 0.50% 1,966 0.01
Q2  2022
≡ Greenhaven Associates Add 600.74% 3,886,845 9.45
≡ Torray Funds Add 15.64% 14,053 0.30
≡ Samantha McLemore - Patient Capital Management Add 11.08% 4,000 0.22
≡ Glenn Greenberg - Brave Warrior Advisors Add 9.02% 143,837 0.56
≡ Francois Rochon - Giverny Capital Add 2.75% 7,609 0.06
≡ David Katz - Matrix Asset Advisors Add 1.74% 3,807 0.07
Q1  2022
≡ Greenhaven Associates Add 12840.22% 642,011 2.32
≡ Glenn Greenberg - Brave Warrior Advisors Add 6.62% 98,961 0.40
≡ Francois Rochon - Giverny Capital Add 3.46% 9,261 0.07
≡ David Katz - Matrix Asset Advisors Add 1.25% 2,690 0.05
≡ Mairs & Power Growth Fund Buy 257,000 0.65
≡ Viking Global Investors Buy 119,706 0.07
Q4  2021
≡ Richard Pzena - Hancock Classic Value Add 13.61% 45,098 0.23
≡ David Katz - Matrix Asset Advisors Add 0.21% 459 0.01
Q3  2021
≡ Richard Pzena - Hancock Classic Value Add 14.44% 41,822 0.24
≡ Francois Rochon - Giverny Capital Add 5.03% 18,282 0.18
≡ David Katz - Matrix Asset Advisors Add 0.34% 730 0.02
≡ Torray Funds Add 0.26% 294 0.01
Q2  2021
≡ Kahn Brothers Group Add 74.07% 1,500 0.03
≡ Francois Rochon - Giverny Capital Add 2.56% 9,056 0.09
≡ Bill Miller - Miller Value Partners Add 1.34% 6,000 0.02
Q1  2021
≡ Lee Ainslie - Maverick Capital Add 576.75% 3,795 0.01
≡ Francois Rochon - Giverny Capital Add 2.55% 8,817 0.09
≡ David Katz - Matrix Asset Advisors Add 0.42% 900 0.02
Q4  2020
≡ Hillman Value Fund Add 22.00% 6,600 0.64
≡ Bill Miller - Miller Value Partners Add 13.57% 53,578 0.23
≡ Francois Rochon - Giverny Capital Add 2.70% 9,087 0.09
≡ David Katz - Matrix Asset Advisors Add 0.52% 1,121 0.02
Q3  2020
≡ Viking Global Investors Add 47.41% 3,039,489 1.06
≡ Glenn Greenberg - Brave Warrior Advisors Add 12.76% 254,017 1.09
≡ Thomas Russo - Gardner Russo & Quinn Add 4.35% 157,261 0.15
≡ Francois Rochon - Giverny Capital Add 1.33% 4,405 0.04
Q2  2020
≡ Lee Ainslie - Maverick Capital Add 98.99% 5,207 0.01
≡ Leon Cooperman Add 72.22% 130,000 1.40
≡ Viking Global Investors Add 56.94% 2,326,169 0.95
≡ Glenn Greenberg - Brave Warrior Advisors Add 4.29% 81,880 0.38
≡ Francois Rochon - Giverny Capital Add 2.92% 9,430 0.09
≡ Christopher Davis - Davis Advisors Add 1.67% 120,847 0.07
≡ Torray Funds Add 0.78% 1,100 0.02
≡ Hillman Value Fund Buy 30,000 3.04
Q1  2020
≡ Thomas Russo - Gardner Russo & Quinn Add 36846.41% 3,823,552 3.48
≡ Greenhaven Associates Add 9202.00% 460,100 1.54
≡ David Katz - Matrix Asset Advisors Add 1061.01% 211,672 4.34
≡ Torray Funds Add 36.95% 38,113 0.76
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 28.89% 65,000 0.93
≡ Richard Pzena - Hancock Classic Value Add 27.04% 93,025 0.54
≡ Glenn Greenberg - Brave Warrior Advisors Add 3.76% 69,237 0.36
≡ Thomas Gayner - Markel Group Add 0.77% 1,670 0.00
≡ Leon Cooperman Buy 180,000 2.09
≡ Viking Global Investors Buy 4,085,317 1.91
≡ Kahn Brothers Group Buy 3,935 0.06
≡ Lee Ainslie - Maverick Capital Buy 5,260 0.01
Q4  2019
≡ Thomas Gayner - Markel Group Add 3.09% 6,470 0.01
≡ Francois Rochon - Giverny Capital Add 0.66% 2,243 0.03
≡ Thomas Russo - Gardner Russo & Quinn Add 0.57% 59 0.00
Q3  2019
≡ Thomas Gayner - Markel Group Add 10.96% 20,660 0.04
≡ Francois Rochon - Giverny Capital Add 1.13% 3,771 0.04
Q2  2019
≡ Francois Rochon - Giverny Capital Add 5.00% 15,896 0.18
≡ Thomas Gayner - Markel Group Add 1.29% 2,400 0.00
≡ Thomas Russo - Gardner Russo & Quinn Add 0.59% 71 0.00
≡ Torray Funds Buy 103,431 1.20
Q1  2019
≡ Warren Buffett - Berkshire Hathaway Add 18.75% 9,398,538 0.48
≡ Glenn Greenberg - Brave Warrior Advisors Add 6.91% 133,761 0.68
≡ Francois Rochon - Giverny Capital Add 5.27% 15,921 0.18
≡ Thomas Gayner - Markel Group Add 1.72% 3,150 0.01

* "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.