JPMorgan Chase & Co. (JPM)

Sector:Financials
Super Investor Stats:
Ownership count:13
Ownership rank:16
% of all portfolios:0.505%
Hold Price * :$178.78
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2015
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.86% 41,423 0.11
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 2.11% 500 0.08
≡ Dodge & Cox Reduce 2.44% 416,200 0.05
Q3  2015
≡ Thomas Gayner - Markel Asset Management Add 115.29% 98,000 0.16
≡ Dodge & Cox Add 1.94% 325,000 0.04
≡ Leon Cooperman Reduce 0.52% 5,800 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.22% 59,567 0.12
≡ Richard Pzena - Hancock Classic Value Reduce 2.15% 18,375 0.06
≡ David Katz - Matrix Asset Advisors Reduce 4.02% 1,800 0.17
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 12.55% 3,400 0.48
Q2  2015
≡ Dodge & Cox Add 10.19% 1,550,000 0.18
≡ Glenn Greenberg - Brave Warrior Advisors Add 1.17% 56,148 0.11
≡ Leon Cooperman Add 0.34% 3,700 0.00
≡ Thomas Gayner - Markel Asset Management Buy 85,000 0.14
≡ David Katz - Matrix Asset Advisors Reduce 2.61% 1,200 0.11
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 6.55% 1,900 0.21
≡ Richard Pzena - Hancock Classic Value Reduce 22.21% 244,350 0.76
Q1  2015
≡ Leon Cooperman Add 17.11% 161,000 0.16
≡ Glenn Greenberg - Brave Warrior Advisors Add 15.74% 655,332 1.23
≡ Dodge & Cox Add 1.33% 200,000 0.02
Q4  2014
≡ Dodge & Cox Add 16.27% 2,100,000 0.22
≡ Glenn Greenberg - Brave Warrior Advisors Add 14.31% 520,980 1.14
≡ David Katz - Matrix Asset Advisors Reduce 4.76% 2,300 0.19
≡ Richard Pzena - Hancock Classic Value Reduce 17.43% 232,175 0.55
≡ Leon Cooperman Reduce 47.77% 860,800 0.90
Q3  2014
≡ Bill Nygren - Oakmark Select Fund Add 11.28% 530,000 0.55
≡ Glenn Greenberg - Brave Warrior Advisors Buy 3,641,450 8.13
≡ Dodge & Cox Reduce 1.03% 134,500 0.01
≡ Leon Cooperman Reduce 3.76% 70,300 0.06
≡ David Katz - Matrix Asset Advisors Reduce 10.72% 5,800 0.47
Q2  2014
≡ Bill Nygren - Oakmark Select Fund Add 23.68% 900,000 0.99
≡ Dodge & Cox Add 20.30% 2,200,600 0.22
≡ Richard Pzena - Hancock Classic Value Add 14.68% 170,575 0.35
≡ Leon Cooperman Add 11.90% 199,100 0.15
≡ David Katz - Matrix Asset Advisors Reduce 1.64% 900 0.06
≡ David Tepper - Appaloosa Management Sell 100.00% 1,192,600 1.26
Q1  2014
≡ Leon Cooperman Add 2310.66% 1,603,600 1.29
≡ Dodge & Cox Add 44.12% 3,318,400 0.37
≡ David Katz - Matrix Asset Advisors Add 1.85% 1,000 0.07
≡ Richard Pzena - Hancock Classic Value Reduce 3.29% 39,489 0.09
Q4  2013
≡ Leon Cooperman Add 44.89% 21,500 0.02
≡ David Tepper - Appaloosa Management Add 6.81% 76,000 0.09
≡ Richard Pzena - Hancock Classic Value Add 2.90% 33,825 0.07
≡ Hillman Value Fund Sell 100.00% 14,900 3.11
Q3  2013
≡ David Tepper - Appaloosa Management Add 25.31% 225,500 0.24
≡ Dodge & Cox Add 11.90% 800,000 0.09
≡ Leon Cooperman Add 11.66% 5,000 0.00
≡ David Katz - Matrix Asset Advisors Add 10.20% 5,000 0.37
≡ Richard Pzena - Hancock Classic Value Add 9.81% 104,275 0.23
Q2  2013
≡ Dodge & Cox Reduce 0.65% 44,300 0.01
≡ Bill Nygren - Oakmark Select Fund Reduce 5.00% 200,000 0.29
≡ David Tepper - Appaloosa Management Reduce 10.89% 108,900 0.11
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 25.06% 9,700 1.07
≡ Thomas Russo - Gardner Russo & Quinn Sell 100.00% 2,100 0.00
Q1  2013
≡ Dodge & Cox Add 17.34% 1,000,000 0.11
≡ Richard Pzena - Hancock Classic Value Add 14.99% 138,600 0.31
≡ David Katz - Matrix Asset Advisors Reduce 2.00% 1,000 0.08
≡ David Tepper - Appaloosa Management Reduce 56.54% 1,301,178 1.35
Q4  2012
≡ Dodge & Cox Add 10.89% 566,200 0.06
≡ David Tepper - Appaloosa Management Reduce 4.00% 96,000 0.10
≡ Richard Pzena - Hancock Classic Value Reduce 10.67% 110,400 0.32
≡ David Katz - Matrix Asset Advisors Reduce 17.36% 10,500 0.90
≡ Thomas Russo - Gardner Russo & Quinn Reduce 87.72% 15,000 0.00
Q3  2012
≡ Dodge & Cox Add 92.59% 2,500,000 0.25
≡ David Tepper - Appaloosa Management Buy 2,397,178 2.74
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 6.52% 2,700 0.25
≡ Richard Pzena - Hancock Classic Value Reduce 6.56% 72,700 0.20
≡ Thomas Russo - Gardner Russo & Quinn Reduce 14.93% 3,000 0.00
≡ David Katz - Matrix Asset Advisors Reduce 24.38% 19,500 1.36
Q2  2012
≡ Charles Bobrinskoy - Ariel Focus Fund Add 38.46% 11,500 0.95
≡ Bill Nygren - Oakmark Select Fund Add 18.20% 616,000 0.78
≡ David Katz - Matrix Asset Advisors Add 5.26% 4,000 0.19
≡ Dodge & Cox Buy 2,700,000 0.26
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.93% 1,043 0.00
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 199,000 1.62
Q1  2012
≡ Bill Nygren - Oakmark Select Fund Add 2.73% 90,000 0.14
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.94% 200 0.00
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 8.56% 2,800 0.28
≡ Richard Pzena - Hancock Classic Value Reduce 9.21% 112,325 0.30
≡ David Katz - Matrix Asset Advisors Reduce 10.59% 9,000 0.49
≡ Hillman Value Fund Reduce 10.78% 1,800 0.66
Q4  2011
≡ Robert Olstein - Olstein Capital Management Add 14.37% 25,000 0.17
≡ Bill Nygren - Oakmark Select Fund Add 10.02% 300,000 0.42
≡ Thomas Russo - Gardner Russo & Quinn Reduce 7.20% 1,657 0.00
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 20.05% 8,200 0.64
Q3  2011
≡ Bill Nygren - Oakmark Select Fund Add 20.05% 500,000 0.70
≡ Robert Olstein - Olstein Capital Management Add 10.13% 16,000 0.10
≡ David Katz - Matrix Asset Advisors Add 6.25% 5,000 0.20
≡ Richard Pzena - Hancock Classic Value Reduce 1.84% 22,925 0.05
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 10.11% 4,600 0.33
Q2  2011
≡ Robert Olstein - Olstein Capital Management Add 10.49% 15,000 0.10
≡ Richard Pzena - Hancock Classic Value Add 8.88% 101,400 0.21
≡ David Katz - Matrix Asset Advisors Reduce 1.23% 1,000 0.04
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.96% 1,200 0.00
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 13.33% 7,000 0.58
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 7,400,879 2.82
Q1  2011
≡ Thomas Russo - Gardner Russo & Quinn Add 32.24% 5,900 0.00
≡ Robert Olstein - Olstein Capital Management Add 14.40% 18,000 0.13
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 3.67% 2,000 0.17
≡ Hillman Value Fund Reduce 8.74% 1,600 0.50

* "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.