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  2011
≡ Hillman Value Fund Reduce 8.74% 1,600 0.50
≡ Stephen Mandel - Lone Pine Capital Reduce 8.78% 711,923 0.27
≡ David Tepper - Appaloosa Management Sell 100.00% 540,704 0.54
Q4  2010
≡ Robert Olstein - Olstein Capital Management Add 73.61% 53,000 0.36
≡ David Katz - Matrix Asset Advisors Add 2.53% 2,000 0.08
≡ David Tepper - Appaloosa Management Buy 540,704 0.54
≡ Richard Pzena - Hancock Classic Value Reduce 2.57% 30,100 0.06
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 4.72% 2,700 0.21
≡ Stephen Mandel - Lone Pine Capital Reduce 30.73% 3,598,979 1.35
≡ Meridian Contrarian Fund Sell 100.00% 126,200 0.59
Q3  2010
≡ Charles Bobrinskoy - Ariel Focus Fund Add 13.72% 6,900 0.50
≡ Robert Olstein - Olstein Capital Management Buy 72,000 0.49
≡ Richard Pzena - Hancock Classic Value Reduce 3.01% 36,375 0.07
≡ Thomas Russo - Gardner Russo & Quinn Reduce 9.85% 2,000 0.00
≡ Hillman Value Fund Reduce 12.86% 2,700 0.71
≡ Stephen Mandel - Lone Pine Capital Reduce 28.74% 4,724,524 1.67
≡ Meridian Contrarian Fund Reduce 40.56% 86,100 0.40
Q2  2010
≡ Charles Bobrinskoy - Ariel Focus Fund Add 68.23% 20,400 1.56
≡ Bill Nygren - Oakmark Select Fund Add 19.10% 400,000 0.68
≡ Stephen Mandel - Lone Pine Capital Reduce 7.74% 1,378,680 0.54
≡ Meridian Contrarian Fund Reduce 19.70% 52,100 0.25
≡ Thomas Russo - Gardner Russo & Quinn Reduce 19.76% 5,000 0.01
Q1  2010
≡ Richard Pzena - Hancock Classic Value Add 6.40% 72,600 0.13
≡ Stephen Mandel - Lone Pine Capital Add 1.88% 328,877 0.14
≡ Thomas Russo - Gardner Russo & Quinn Reduce 15.67% 4,700 0.01
≡ Meridian Contrarian Fund Reduce 21.45% 72,200 0.36
Q4  2009
≡ Stephen Mandel - Lone Pine Capital Add 6.88% 1,124,980 0.48
≡ David Katz - Matrix Asset Advisors Add 5.33% 4,000 0.17
≡ Meridian Contrarian Fund Reduce 28.35% 133,200 0.65
Q3  2009
≡ Stephen Mandel - Lone Pine Capital Add 30.43% 3,817,100 2.16
≡ David Katz - Matrix Asset Advisors Add 6.53% 4,600 0.21
≡ Bill Nygren - Oakmark Select Fund Reduce 4.56% 100,000 0.21
≡ Richard Pzena - Hancock Classic Value Reduce 9.41% 117,925 0.21
≡ Hillman Value Fund Reduce 26.57% 7,600 1.89
Q2  2009
≡ Bill Nygren - Oakmark Select Fund Reduce 12.03% 300,000 0.54
≡ Stephen Mandel - Lone Pine Capital Reduce 19.59% 3,055,100 1.48
≡ Richard Pzena - Hancock Classic Value Reduce 28.02% 487,825 0.83
Q1  2009
≡ Meridian Contrarian Fund Add 617.25% 404,300 1.53
≡ David Katz - Matrix Asset Advisors Add 46.36% 22,300 0.86
≡ Stephen Mandel - Lone Pine Capital Add 26.41% 3,259,505 1.37
≡ Richard Pzena - Hancock Classic Value Reduce 12.99% 259,975 0.40
≡ Thomas Russo - Gardner Russo & Quinn Reduce 14.29% 5,000 0.01
Q4  2008
≡ Stephen Mandel - Lone Pine Capital Buy 12,339,623 6.68
≡ Meridian Contrarian Fund Buy 65,500 0.23
≡ David Katz - Matrix Asset Advisors Reduce 10.93% 5,900 0.23
≡ Bill Nygren - Oakmark Select Fund Reduce 13.82% 400,000 0.72
≡ Hillman Value Fund Reduce 29.21% 11,800 2.17
≡ Richard Pzena - Hancock Classic Value Reduce 31.18% 906,375 1.24
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 32.96% 14,700 1.75
≡ David Tepper - Appaloosa Management Sell 100.00% 50,000 0.41
Q3  2008
≡ Richard Pzena - Hancock Classic Value Add 1830.49% 2,756,725 3.93
≡ David Tepper - Appaloosa Management Buy 50,000 0.41
≡ Bill Nygren - Oakmark Select Fund Reduce 3.34% 100,000 0.19
≡ David Katz - Matrix Asset Advisors Reduce 34.94% 29,000 1.30
≡ Hillman Value Fund Reduce 60.73% 62,466 9.20
Q2  2008
≡ Charles Bobrinskoy - Ariel Focus Fund Add 7.21% 3,000 0.27
≡ David Katz - Matrix Asset Advisors Reduce 2.35% 2,000 0.06
≡ Bill Nygren - Oakmark Select Fund Reduce 15.52% 550,000 0.68
Q1  2008
≡ Bill Nygren - Oakmark Select Fund Reduce 20.25% 900,000 1.21
≡ David Katz - Matrix Asset Advisors Reduce 32.00% 40,000 1.34
Q4  2007
≡ David Katz - Matrix Asset Advisors Reduce 8.76% 12,000 0.33
Q3  2007
≡ Charles Bobrinskoy - Ariel Focus Fund Add 15.24% 5,500 0.60
≡ David Katz - Matrix Asset Advisors Add 7.03% 9,000 0.20
≡ Hillman Value Fund Buy 102,866 4.60
≡ Bill Nygren - Oakmark Select Fund Reduce 3.39% 156,000 0.14
≡ Meridian Contrarian Fund Sell 100.00% 850,000 2.39
Q2  2007
≡ David Katz - Matrix Asset Advisors Add 17.43% 19,000 0.41
≡ Charles Bobrinskoy - Ariel Focus Fund Add 3.14% 1,100 0.13
≡ Meridian Contrarian Fund Reduce 3.41% 30,000 0.08
≡ Bill Nygren - Oakmark Select Fund Reduce 16.36% 900,000 0.75
Q1  2007
≡ Charles Bobrinskoy - Ariel Focus Fund Add 12.90% 4,000 0.55
≡ Meridian Contrarian Fund Reduce 4.35% 40,000 0.11

* "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.