JPMorgan Chase & Co. (JPM)

Sector:Financials
Super Investor Stats:
Ownership count:13
Ownership rank:16
% of all portfolios:0.504%
Hold Price * :$185.17
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2021
≡ Torray Funds Reduce 5.24% 6,003 0.14
≡ Thomas Russo - Gardner Russo & Quinn Reduce 6.80% 171,152 0.24
≡ Bill Miller - Miller Value Partners Reduce 10.34% 46,754 0.26
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 10.59% 177,133 0.89
≡ Kahn Brothers Group Reduce 10.64% 375 0.01
≡ Francois Rochon - Giverny Capital Reduce 29.99% 114,483 0.97
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 46.43% 65,000 1.01
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
≡ Bill Miller - Miller Value Partners Reduce 0.48% 2,163 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 9.48% 175,212 1.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 9.78% 272,731 0.41
≡ Christopher Davis - Davis Advisors Reduce 12.70% 724,732 0.55
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
≡ Torray Funds Reduce 0.06% 74 0.00
≡ David Katz - Matrix Asset Advisors Reduce 0.79% 1,707 0.04
≡ Thomas Russo - Gardner Russo & Quinn Reduce 9.47% 291,655 0.38
≡ Christopher Davis - Davis Advisors Reduce 10.30% 655,327 0.42
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 13.85% 22,500 0.37
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 15.35% 334,876 1.79
≡ Viking Global Investors Sell 100.00% 874,417 0.40
≡ Dodge & Cox Sell 100.00% 151,200 0.03
≡ Lee Ainslie - Maverick Capital Sell 100.00% 4,453 0.01
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
≡ Bill Miller - Miller Value Partners Reduce 0.09% 384 0.00
≡ Richard Pzena - Hancock Classic Value Reduce 0.48% 1,385 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 2.08% 46,309 0.23
≡ Christopher Davis - Davis Advisors Reduce 7.24% 496,683 0.33
≡ Thomas Russo - Gardner Russo & Quinn Reduce 14.24% 511,309 0.71
≡ Torray Funds Reduce 17.90% 24,930 0.59
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 18.75% 37,500 0.63
≡ Viking Global Investors Reduce 89.66% 7,584,658 3.47
≡ Dodge & Cox Reduce 98.02% 7,475,600 1.48
≡ Hillman Value Fund Sell 100.00% 36,600 3.56
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
≡ Thomas Gayner - Markel Asset Management Reduce 0.37% 800 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.74% 16,620 0.08
≡ Torray Funds Reduce 0.80% 1,128 0.02
≡ Dodge & Cox Reduce 1.95% 151,800 0.03
≡ Christopher Davis - Davis Advisors Reduce 4.04% 289,068 0.18
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.91% 185,273 0.21
≡ Viking Global Investors Reduce 10.50% 991,900 0.35
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 16.67% 40,000 0.60
≡ Kahn Brothers Group Reduce 43.45% 1,556 0.03
≡ Lee Ainslie - Maverick Capital Reduce 55.12% 808 0.00
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 967,267 0.04
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
≡ Bill Miller - Miller Value Partners Reduce 0.70% 2,773 0.01
≡ Torray Funds Reduce 1.35% 1,922 0.03
≡ Christopher Davis - Davis Advisors Reduce 2.79% 205,285 0.11
≡ David Katz - Matrix Asset Advisors Reduce 6.74% 15,471 0.29
≡ Kahn Brothers Group Reduce 7.90% 307 0.01
≡ Richard Pzena - Hancock Classic Value Reduce 25.57% 99,923 0.71
≡ Lee Ainslie - Maverick Capital Reduce 85.99% 9,001 0.00
≡ Warren Buffett - Berkshire Hathaway Reduce 95.64% 21,241,160 0.88
≡ Greenhaven Associates Reduce 97.81% 223,725 0.45
≡ Leon Cooperman Sell 100.00% 310,000 3.34
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
≡ Bill Miller - Miller Value Partners Reduce 0.16% 625 0.00
≡ David Katz - Matrix Asset Advisors Reduce 0.85% 1,972 0.04
≡ Kahn Brothers Group Reduce 1.19% 47 0.00
≡ Dodge & Cox Reduce 4.31% 350,000 0.06
≡ Thomas Russo - Gardner Russo & Quinn Reduce 5.60% 214,813 0.21
≡ Richard Pzena - Hancock Classic Value Reduce 10.56% 46,168 0.29
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 17.24% 50,000 0.65
≡ Greenhaven Associates Reduce 50.82% 236,375 0.50
≡ Warren Buffett - Berkshire Hathaway Reduce 61.52% 35,506,006 1.65
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 Asset Management 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
≡ Christopher Davis - Davis Advisors Reduce 2.09% 154,459 0.09
≡ Warren Buffett - Berkshire Hathaway Reduce 3.03% 1,800,499 0.09

* "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.