JPMorgan Chase & Co. (JPM)

Sector:Financials
Super Investor Stats:
Ownership count:10
Ownership rank:21
% of all portfolios:0.6%
Hold Price * :$88.70
History Portfolio Manager Activity Share change % change to portfolio
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
Richard Pzena - Hancock Classic Value Reduce 10.83% 71,275 0.30
Q2  2016
Dodge & Cox Team - Dodge & Cox Add 4.65% 775,000 0.09
David Katz - Matrix Advisors Value Reduce 1.65% 600 0.07
Christopher Davis - Clipper Reduce 9.57% 78,010 0.45
Richard Pzena - Hancock Classic Value Reduce 15.74% 122,875 0.48
Bill Nygren - Oakmark Select Reduce 17.40% 870,000 1.25
Glenn Greenberg - Brave Warrior Advisors Reduce 40.41% 1,909,193 6.64
Q1  2016
Glenn Greenberg - Brave Warrior Advisors Reduce 1.02% 48,682 0.14
Christopher Davis - Clipper Reduce 3.85% 32,670 0.19
Bill Nygren - Oakmark Select Reduce 4.38% 229,000 0.28
Richard Pzena - Hancock Classic Value Reduce 6.75% 56,475 0.18
David Katz - Matrix Advisors Value Reduce 15.35% 6,600 0.69

* "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.