JPMorgan Chase & Co. (JPM)

Sector:Financials
Super Investor Stats:
Ownership count:13
Ownership rank:15
% of all portfolios:0.498%
Hold Price * :$195.20
History Portfolio Manager Activity Share change % change to portfolio ▼
Q4  2018
≡ Glenn Greenberg - Brave Warrior Advisors Add 8.10% 145,031 0.72
≡ Torray Funds Add 12.81% 332 0.00
≡ Thomas Russo - Gardner Russo & Quinn Add 4.17% 480 0.00
≡ Bill Miller - Miller Value Partners Add 0.06% 429 0.00
Q3  2018
≡ Francis Chou - Chou Associates Buy 109,275 4.46
≡ Bill Miller - Miller Value Partners Buy 770,257 2.90
≡ Francois Rochon - Giverny Capital Add 1301.16% 192,012 2.45
≡ Warren Buffett - Berkshire Hathaway Buy 35,664,767 1.82
≡ Glenn Greenberg - Brave Warrior Advisors Add 0.18% 3,272 0.02
≡ Thomas Russo - Gardner Russo & Quinn Add 476.00% 9,520 0.01
Q2  2018
≡ Glenn Greenberg - Brave Warrior Advisors Add 19.90% 296,464 1.26
Q4  2017
≡ Thomas Russo - Gardner Russo & Quinn Buy 2,000 0.00
Q3  2017
≡ Glenn Greenberg - Brave Warrior Advisors Add 20.64% 346,151 1.60
Q1  2017
≡ Charles Bobrinskoy - Ariel Focus Fund Add 4.74% 1,100 0.17
Q4  2016
≡ Daniel Loeb - Third Point Buy 5,250,000 4.45
Q3  2016
≡ Dodge & Cox Add 3.73% 650,000 0.08
Q2  2016
≡ Dodge & Cox Add 4.65% 775,000 0.09
Q3  2015
≡ Thomas Gayner - Markel Group Add 115.29% 98,000 0.16
≡ Dodge & Cox Add 1.94% 325,000 0.04
Q2  2015
≡ Dodge & Cox Add 10.19% 1,550,000 0.18
≡ Thomas Gayner - Markel Group Buy 85,000 0.14
≡ Glenn Greenberg - Brave Warrior Advisors Add 1.17% 56,148 0.11
≡ Leon Cooperman Add 0.34% 3,700 0.00
Q1  2015
≡ Glenn Greenberg - Brave Warrior Advisors Add 15.74% 655,332 1.23
≡ Leon Cooperman Add 17.11% 161,000 0.16
≡ Dodge & Cox Add 1.33% 200,000 0.02
Q4  2014
≡ Glenn Greenberg - Brave Warrior Advisors Add 14.31% 520,980 1.14
≡ Dodge & Cox Add 16.27% 2,100,000 0.22
Q3  2014
≡ Glenn Greenberg - Brave Warrior Advisors Buy 3,641,450 8.13
≡ Bill Nygren - Oakmark Select Fund Add 11.28% 530,000 0.55
Q2  2014
≡ Bill Nygren - Oakmark Select Fund Add 23.68% 900,000 0.99
≡ Richard Pzena - Hancock Classic Value Add 14.68% 170,575 0.35
≡ Dodge & Cox Add 20.30% 2,200,600 0.22
≡ Leon Cooperman Add 11.90% 199,100 0.15
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
Q4  2013
≡ David Tepper - Appaloosa Management Add 6.81% 76,000 0.09
≡ Richard Pzena - Hancock Classic Value Add 2.90% 33,825 0.07
≡ Leon Cooperman Add 44.89% 21,500 0.02
Q3  2013
≡ David Katz - Matrix Asset Advisors Add 10.20% 5,000 0.37
≡ David Tepper - Appaloosa Management Add 25.31% 225,500 0.24
≡ Richard Pzena - Hancock Classic Value Add 9.81% 104,275 0.23
≡ Dodge & Cox Add 11.90% 800,000 0.09
≡ Leon Cooperman Add 11.66% 5,000 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
Q4  2012
≡ Dodge & Cox Add 10.89% 566,200 0.06
Q3  2012
≡ David Tepper - Appaloosa Management Buy 2,397,178 2.74
≡ Dodge & Cox Add 92.59% 2,500,000 0.25
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
≡ Dodge & Cox Buy 2,700,000 0.26
≡ David Katz - Matrix Asset Advisors Add 5.26% 4,000 0.19
Q1  2012
≡ Bill Nygren - Oakmark Select Fund Add 2.73% 90,000 0.14
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
Q3  2011
≡ Bill Nygren - Oakmark Select Fund Add 20.05% 500,000 0.70
≡ David Katz - Matrix Asset Advisors Add 6.25% 5,000 0.20
≡ Robert Olstein - Olstein Capital Management Add 10.13% 16,000 0.10
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
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
Q4  2010
≡ David Tepper - Appaloosa Management Buy 540,704 0.54
≡ Robert Olstein - Olstein Capital Management Add 73.61% 53,000 0.36
≡ David Katz - Matrix Asset Advisors Add 2.53% 2,000 0.08
Q3  2010
≡ Charles Bobrinskoy - Ariel Focus Fund Add 13.72% 6,900 0.50
≡ Robert Olstein - Olstein Capital Management Buy 72,000 0.49
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
Q1  2010
≡ Stephen Mandel - Lone Pine Capital Add 1.88% 328,877 0.14
≡ Richard Pzena - Hancock Classic Value Add 6.40% 72,600 0.13
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
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
Q1  2009
≡ Meridian Contrarian Fund Add 617.25% 404,300 1.53
≡ Stephen Mandel - Lone Pine Capital Add 26.41% 3,259,505 1.37
≡ David Katz - Matrix Asset Advisors Add 46.36% 22,300 0.86
Q4  2008
≡ Stephen Mandel - Lone Pine Capital Buy 12,339,623 6.68
≡ Meridian Contrarian Fund Buy 65,500 0.23
Q3  2008
≡ Richard Pzena - Hancock Classic Value Add 1830.49% 2,756,725 3.93
≡ David Tepper - Appaloosa Management Buy 50,000 0.41
Q2  2008
≡ Charles Bobrinskoy - Ariel Focus Fund Add 7.21% 3,000 0.27
Q3  2007
≡ Hillman Value Fund Buy 102,866 4.60
≡ Charles Bobrinskoy - Ariel Focus Fund Add 15.24% 5,500 0.60
≡ David Katz - Matrix Asset Advisors Add 7.03% 9,000 0.20
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
Q1  2007
≡ Charles Bobrinskoy - Ariel Focus Fund Add 12.90% 4,000 0.55

* "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.