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  2015
Dodge & Cox Reduce 2.44% 416,200 0.05
Charles Bobrinskoy - Ariel Focus Fund Reduce 2.11% 500 0.08
Glenn Greenberg - Brave Warrior Advisors Reduce 0.86% 41,423 0.11
Leon Cooperman Reduce 0.34% 3,700 0.01
Q3  2015
Dodge & Cox Add 1.94% 325,000 0.04
Thomas Gayner - Markel Asset Management Add 115.29% 98,000 0.16
Charles Bobrinskoy - Ariel Focus Fund Reduce 12.55% 3,400 0.48
David Katz - Matrix Asset Advisors Reduce 4.02% 1,800 0.17
Richard Pzena - Hancock Classic Value Reduce 2.15% 18,375 0.06
Glenn Greenberg - Brave Warrior Advisors Reduce 1.22% 59,567 0.12
Leon Cooperman Reduce 0.52% 5,800 0.01
Q2  2015
Leon Cooperman Add 0.34% 3,700 0.00
Glenn Greenberg - Brave Warrior Advisors Add 1.17% 56,148 0.11
Dodge & Cox Add 10.19% 1,550,000 0.18
Thomas Gayner - Markel Asset Management Buy 85,000 0.14
Richard Pzena - Hancock Classic Value Reduce 22.21% 244,350 0.76
Charles Bobrinskoy - Ariel Focus Fund Reduce 6.55% 1,900 0.21
David Katz - Matrix Asset Advisors Reduce 2.61% 1,200 0.11
Q1  2015
Dodge & Cox Add 1.33% 200,000 0.02
Glenn Greenberg - Brave Warrior Advisors Add 15.74% 655,332 1.23
Leon Cooperman Add 17.11% 161,000 0.16
Q4  2014
Glenn Greenberg - Brave Warrior Advisors Add 14.31% 520,980 1.14
Dodge & Cox Add 16.27% 2,100,000 0.22
Leon Cooperman Reduce 47.77% 860,800 0.90
Richard Pzena - Hancock Classic Value Reduce 17.43% 232,175 0.55
David Katz - Matrix Asset Advisors Reduce 4.76% 2,300 0.19
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
David Katz - Matrix Asset Advisors Reduce 10.72% 5,800 0.47
Leon Cooperman Reduce 3.76% 70,300 0.06
Dodge & Cox Reduce 1.03% 134,500 0.01
Q2  2014
Leon Cooperman Add 11.90% 199,100 0.15
Richard Pzena - Hancock Classic Value Add 14.68% 170,575 0.35
Dodge & Cox Add 20.30% 2,200,600 0.22
Bill Nygren - Oakmark Select Fund Add 23.68% 900,000 0.99
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
David Katz - Matrix Asset Advisors Add 1.85% 1,000 0.07
Dodge & Cox Add 44.12% 3,318,400 0.37
Leon Cooperman Add 2310.66% 1,603,600 1.29
Richard Pzena - Hancock Classic Value Reduce 3.29% 39,489 0.09
Q4  2013
Richard Pzena - Hancock Classic Value Add 2.90% 33,825 0.07
David Tepper - Appaloosa Management Add 6.81% 76,000 0.09
Leon Cooperman Add 44.89% 21,500 0.02
Hillman Value Fund Sell 100.00% 14,900 3.11
Q3  2013
Richard Pzena - Hancock Classic Value Add 9.81% 104,275 0.23
David Katz - Matrix Asset Advisors Add 10.20% 5,000 0.37
Leon Cooperman Add 11.66% 5,000 0.00
Dodge & Cox Add 11.90% 800,000 0.09
David Tepper - Appaloosa Management Add 25.31% 225,500 0.24
Q2  2013
Charles Bobrinskoy - Ariel Focus Fund Reduce 25.06% 9,700 1.07
David Tepper - Appaloosa Management Reduce 10.89% 108,900 0.11
Bill Nygren - Oakmark Select Fund Reduce 5.00% 200,000 0.29
Dodge & Cox Reduce 0.65% 44,300 0.01
Thomas Russo - Gardner Russo & Quinn Sell 100.00% 2,100 0.00
Q1  2013
Richard Pzena - Hancock Classic Value Add 14.99% 138,600 0.31
Dodge & Cox Add 17.34% 1,000,000 0.11
David Tepper - Appaloosa Management Reduce 56.54% 1,301,178 1.35
David Katz - Matrix Asset Advisors Reduce 2.00% 1,000 0.08
Q4  2012
Dodge & Cox Add 10.89% 566,200 0.06
Thomas Russo - Gardner Russo & Quinn Reduce 87.72% 15,000 0.00
David Katz - Matrix Asset Advisors Reduce 17.36% 10,500 0.90
Richard Pzena - Hancock Classic Value Reduce 10.67% 110,400 0.32
David Tepper - Appaloosa Management Reduce 4.00% 96,000 0.10
Q3  2012
Dodge & Cox Add 92.59% 2,500,000 0.25
David Tepper - Appaloosa Management Buy 2,397,178 2.74
David Katz - Matrix Asset Advisors Reduce 24.38% 19,500 1.36
Thomas Russo - Gardner Russo & Quinn Reduce 14.93% 3,000 0.00
Richard Pzena - Hancock Classic Value Reduce 6.56% 72,700 0.20
Charles Bobrinskoy - Ariel Focus Fund Reduce 6.52% 2,700 0.25
Q2  2012
David Katz - Matrix Asset Advisors Add 5.26% 4,000 0.19
Bill Nygren - Oakmark Select Fund Add 18.20% 616,000 0.78
Charles Bobrinskoy - Ariel Focus Fund Add 38.46% 11,500 0.95
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
Hillman Value Fund Reduce 10.78% 1,800 0.66
David Katz - Matrix Asset Advisors Reduce 10.59% 9,000 0.49
Richard Pzena - Hancock Classic Value Reduce 9.21% 112,325 0.30
Charles Bobrinskoy - Ariel Focus Fund Reduce 8.56% 2,800 0.28
Thomas Russo - Gardner Russo & Quinn Reduce 0.94% 200 0.00
Q4  2011
Bill Nygren - Oakmark Select Fund Add 10.02% 300,000 0.42
Robert Olstein - Olstein Capital Management Add 14.37% 25,000 0.17
Charles Bobrinskoy - Ariel Focus Fund Reduce 20.05% 8,200 0.64
Thomas Russo - Gardner Russo & Quinn Reduce 7.20% 1,657 0.00
Q3  2011
David Katz - Matrix Asset Advisors Add 6.25% 5,000 0.20
Robert Olstein - Olstein Capital Management Add 10.13% 16,000 0.10
Bill Nygren - Oakmark Select Fund Add 20.05% 500,000 0.70
Charles Bobrinskoy - Ariel Focus Fund Reduce 10.11% 4,600 0.33
Richard Pzena - Hancock Classic Value Reduce 1.84% 22,925 0.05
Q2  2011
Richard Pzena - Hancock Classic Value Add 8.88% 101,400 0.21
Robert Olstein - Olstein Capital Management Add 10.49% 15,000 0.10
Charles Bobrinskoy - Ariel Focus Fund Reduce 13.33% 7,000 0.58
Thomas Russo - Gardner Russo & Quinn Reduce 4.96% 1,200 0.00
David Katz - Matrix Asset Advisors Reduce 1.23% 1,000 0.04
Stephen Mandel - Lone Pine Capital Sell 100.00% 7,400,879 2.82
Q1  2011
Robert Olstein - Olstein Capital Management Add 14.40% 18,000 0.13
Thomas Russo - Gardner Russo & Quinn Add 32.24% 5,900 0.00
Stephen Mandel - Lone Pine Capital Reduce 8.78% 711,923 0.27

* "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.