JPMorgan Chase & Co. (JPM)

Sector:Financials
Super Investor Stats:
Ownership count:10
Ownership rank:19
% of all portfolios:0.555%
Hold Price * :$101.23
History Portfolio Manager Activity Share change % change to portfolio
Q4  2017
Thomas Russo - Gardner Russo & Gardner Buy 2,000 0.00
Dodge & Cox Team - Dodge & Cox Reduce 0.53% 88,100 0.01
Charles Bobrinskoy - Ariel Focus Reduce 6.10% 1,300 0.25
Glenn Greenberg - Brave Warrior Advisors Reduce 10.49% 212,187 0.97
Q3  2017
Glenn Greenberg - Brave Warrior Advisors Add 20.64% 346,151 1.60
Dodge & Cox Team - Dodge & Cox Reduce 0.60% 100,000 0.01
Christopher Davis - Clipper Reduce 2.67% 13,310 0.12
David Katz - Matrix Advisors Value Reduce 5.81% 1,800 0.29
Charles Bobrinskoy - Ariel Focus Reduce 12.35% 3,000 0.52
Q2  2017
Glenn Greenberg - Brave Warrior Advisors Reduce 0.88% 14,856 0.06
Christopher Davis - Clipper Reduce 20.11% 125,480 1.10
Daniel Loeb - Third Point Sell 100.00% 3,750,000 3.25
Q1  2017
Charles Bobrinskoy - Ariel Focus Add 4.74% 1,100 0.17
David Katz - Matrix Advisors Value Reduce 1.59% 500 0.08
Bill Nygren - Oakmark Select Reduce 10.46% 300,000 0.49
Thornburg Investment Management - Thornburg Value Reduce 10.67% 50,100 0.53
Christopher Davis - Clipper Reduce 12.32% 87,640 0.73
Daniel Loeb - Third Point Reduce 28.57% 1,500,000 1.30
Glenn Greenberg - Brave Warrior Advisors Reduce 33.91% 868,102 3.64
Q4  2016
Daniel Loeb - Third Point Buy 5,250,000 4.45
Glenn Greenberg - Brave Warrior Advisors Reduce 5.15% 139,095 0.57
Dodge & Cox Team - Dodge & Cox Reduce 7.14% 1,292,400 0.19
David Katz - Matrix Advisors Value Reduce 10.00% 3,500 0.51
Thornburg Investment Management - Thornburg Value Reduce 12.90% 69,531 0.74
Bill Nygren - Oakmark Select Reduce 25.14% 963,000 1.61
Q3  2016
Dodge & Cox Team - Dodge & Cox Add 3.73% 650,000 0.08
David Katz - Matrix Advisors Value Reduce 2.23% 800 0.09
Christopher Davis - Clipper Reduce 3.43% 25,278 0.15
Glenn Greenberg - Brave Warrior Advisors Reduce 4.11% 115,807 0.37
Bill Nygren - Oakmark Select Reduce 7.26% 300,000 0.42

* "Hold Price" is the term we use to indicate the price at which our Super Investors are comfortable owning a security. It is the price of the security as of the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.