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
Q1  2020
≡ Francois Rochon - Giverny Capital Reduce 5.10% 17,332 0.20
≡ Dodge & Cox Reduce 6.01% 519,900 0.09
≡ Francis Chou - Chou Associates Reduce 22.59% 10,000 0.90
≡ Bill Miller - Miller Value Partners Reduce 26.17% 141,200 0.82
Q4  2019
≡ Thomas Gayner - Markel Asset Management 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
≡ Torray Funds Reduce 0.16% 166 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 9.21% 186,696 1.38
≡ David Katz - Matrix Asset Advisors Reduce 12.69% 2,900 0.72
≡ Bill Miller - Miller Value Partners Reduce 16.98% 110,331 0.55
≡ Richard Pzena - Hancock Classic Value Reduce 24.39% 110,949 0.67
≡ Dodge & Cox Reduce 36.19% 4,904,900 0.93
≡ Greenhaven Associates Reduce 99.76% 2,069,113 8.28
Q3  2019
≡ Thomas Gayner - Markel Asset Management Add 10.96% 20,660 0.04
≡ Francois Rochon - Giverny Capital Add 1.13% 3,771 0.04
≡ Torray Funds Reduce 0.11% 116 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.60% 12,141 0.08
≡ David Katz - Matrix Asset Advisors Reduce 1.08% 250 0.06
≡ Bill Miller - Miller Value Partners Reduce 7.95% 56,164 0.27
≡ Thomas Russo - Gardner Russo & Quinn Reduce 15.06% 1,830 0.00
≡ Richard Pzena - Hancock Classic Value Reduce 15.39% 82,777 0.46
≡ Dodge & Cox Reduce 16.83% 2,743,100 0.48
≡ Greenhaven Associates Reduce 57.70% 2,828,963 6.74
≡ Francis Chou - Chou Associates Reduce 59.48% 65,000 4.71
Q2  2019
≡ Francois Rochon - Giverny Capital Add 5.00% 15,896 0.18
≡ Thomas Gayner - Markel Asset Management 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
≡ Greenhaven Associates Reduce 1.36% 67,497 0.13
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.44% 29,719 0.18
≡ Bill Miller - Miller Value Partners Reduce 8.00% 61,370 0.27
≡ Lee Ainslie - Maverick Capital Sell 100.00% 133,570 0.18
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 Asset Management Add 1.72% 3,150 0.01
≡ Thomas Russo - Gardner Russo & Quinn Add 0.64% 77 0.00
≡ Wallace Weitz - Weitz Large Cap Equity Fund Buy 225,000 3.10
≡ Lee Ainslie - Maverick Capital Buy 133,570 0.18
≡ Dodge & Cox Reduce 0.20% 33,200 0.00
≡ Bill Miller - Miller Value Partners Reduce 0.43% 3,291 0.01
≡ Torray Funds Sell 100.00% 2,923 0.03
Q4  2018
≡ Francois Rochon - Giverny Capital Add 46.15% 95,425 1.23
≡ Warren Buffett - Berkshire Hathaway Add 40.52% 14,451,627 0.77
≡ Torray Funds Add 12.81% 332 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Add 8.10% 145,031 0.72
≡ Thomas Russo - Gardner Russo & Quinn Add 4.17% 480 0.00
≡ Bill Miller - Miller Value Partners Add 0.06% 429 0.00
≡ David Katz - Matrix Asset Advisors Reduce 1.28% 300 0.06
Q3  2018
≡ Francois Rochon - Giverny Capital Add 1301.16% 192,012 2.45
≡ Thomas Russo - Gardner Russo & Quinn Add 476.00% 9,520 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Add 0.18% 3,272 0.02
≡ Francis Chou - Chou Associates Buy 109,275 4.46
≡ Bill Miller - Miller Value Partners Buy 770,257 2.90
≡ Warren Buffett - Berkshire Hathaway Buy 35,664,767 1.82
Q2  2018
≡ Glenn Greenberg - Brave Warrior Advisors Add 19.90% 296,464 1.26
≡ Dodge & Cox Reduce 0.61% 100,000 0.02
≡ Richard Pzena - Hancock Classic Value Reduce 8.34% 48,942 0.23
Q1  2018
≡ Dodge & Cox Reduce 1.08% 180,000 0.03
≡ David Katz - Matrix Asset Advisors Reduce 11.70% 3,100 0.61
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 17.73% 321,113 1.55
≡ Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 20,000 3.79
Q4  2017
≡ Thomas Russo - Gardner Russo & Quinn Buy 2,000 0.00
≡ Dodge & Cox Reduce 0.53% 88,100 0.01
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 6.10% 1,300 0.25
≡ David Katz - Matrix Asset Advisors Reduce 9.25% 2,700 0.47
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 10.49% 212,187 0.97
≡ Bill Nygren - Oakmark Select Fund Sell 100.00% 2,568,000 4.12
Q3  2017
≡ Glenn Greenberg - Brave Warrior Advisors Add 20.64% 346,151 1.60
≡ Dodge & Cox Reduce 0.60% 100,000 0.01
≡ David Katz - Matrix Asset Advisors Reduce 5.81% 1,800 0.29
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 12.35% 3,000 0.52
Q2  2017
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.88% 14,856 0.06
≡ Daniel Loeb - Third Point Sell 100.00% 3,750,000 3.25
Q1  2017
≡ Charles Bobrinskoy - Ariel Focus Fund Add 4.74% 1,100 0.17
≡ David Katz - Matrix Asset Advisors Reduce 1.59% 500 0.08
≡ Bill Nygren - Oakmark Select Fund Reduce 10.46% 300,000 0.49
≡ 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 Reduce 7.14% 1,292,400 0.19
≡ David Katz - Matrix Asset Advisors Reduce 10.00% 3,500 0.51
≡ Bill Nygren - Oakmark Select Fund Reduce 25.14% 963,000 1.61
Q3  2016
≡ Dodge & Cox Add 3.73% 650,000 0.08
≡ David Katz - Matrix Asset Advisors Reduce 2.23% 800 0.09
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 4.11% 115,807 0.37
≡ Bill Nygren - Oakmark Select Fund Reduce 7.26% 300,000 0.42
≡ Richard Pzena - Hancock Classic Value Reduce 10.83% 71,275 0.30
Q2  2016
≡ Dodge & Cox Add 4.65% 775,000 0.09
≡ David Katz - Matrix Asset Advisors Reduce 1.65% 600 0.07
≡ Richard Pzena - Hancock Classic Value Reduce 15.74% 122,875 0.48
≡ Bill Nygren - Oakmark Select Fund 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
≡ Bill Nygren - Oakmark Select Fund Reduce 4.38% 229,000 0.28
≡ Richard Pzena - Hancock Classic Value Reduce 6.75% 56,475 0.18
≡ David Katz - Matrix Asset Advisors Reduce 15.35% 6,600 0.69
≡ Leon Cooperman Sell 100.00% 1,096,200 1.60

* "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.