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
Q1  2024
≡ David Katz - Matrix Asset Advisors Reduce 11.51% 23,973 0.57
≡ Richard Pzena - Hancock Classic Value Reduce 21.92% 60,611 0.72
Q4  2023
≡ Kahn Brothers Group Reduce 0.02% 1 0.00
≡ Torray Funds Reduce 0.33% 339 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.44% 7,382 0.03
≡ David Katz - Matrix Asset Advisors Reduce 2.10% 4,460 0.10
≡ Christopher Davis - Davis Advisors Reduce 3.48% 143,951 0.14
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.58% 75,056 0.13
≡ Samantha McLemore - Patient Capital Management Reduce 12.60% 38,707 0.35
≡ Bill & Melinda Gates Foundation Trust Sell 100.00% 29,600 0.01
Q3  2023
≡ Samantha McLemore - Patient Capital Management Reduce 0.02% 52 0.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.69% 14,492 0.02
≡ David Katz - Matrix Asset Advisors Reduce 1.16% 2,488 0.05
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.43% 24,178 0.09
≡ Christopher Davis - Davis Advisors Reduce 1.64% 68,902 0.06
≡ Greenhaven Associates Reduce 1.83% 87,900 0.17
≡ Torray Funds Reduce 2.95% 3,109 0.08
Q2  2023
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.59% 10,029 0.04
≡ Bill Miller - Miller Value Partners Sell 100.00% 269,917 2.20
Q1  2023
≡ Torray Funds Reduce 0.54% 570 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.67% 11,418 0.05
≡ Greenhaven Associates Reduce 1.19% 57,000 0.12
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.37% 25,205 0.03
≡ David Katz - Matrix Asset Advisors Reduce 1.83% 4,002 0.08
≡ Christopher Davis - Davis Advisors Reduce 1.89% 80,885 0.07
≡ Samantha McLemore - Patient Capital Management Reduce 10.99% 5,000 0.29
≡ Richard Pzena - Hancock Classic Value Reduce 11.39% 35,548 0.31
≡ Bill Miller - Miller Value Partners Reduce 22.70% 79,264 0.65
Q4  2022
≡ Torray Funds Reduce 0.09% 95 0.00
≡ Greenhaven Associates Reduce 0.52% 25,200 0.06
≡ David Katz - Matrix Asset Advisors Reduce 1.02% 2,258 0.05
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.51% 26,136 0.11
≡ Christopher Davis - Davis Advisors Reduce 3.79% 168,160 0.15
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.38% 84,500 0.13
≡ Bill Miller - Miller Value Partners Reduce 10.88% 42,622 0.37
≡ Richard Pzena - Hancock Classic Value Reduce 17.10% 64,375 0.53
≡ Francis Chou - Chou Associates Sell 100.00% 24,275 2.51
Q3  2022
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.14% 2,489 0.01
≡ David Katz - Matrix Asset Advisors Reduce 0.41% 901 0.02
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.33% 25,928 0.03
≡ Christopher Davis - Davis Advisors Reduce 1.36% 61,447 0.05
≡ Kahn Brothers Group Reduce 1.77% 50 0.00
≡ Francois Rochon - Giverny Capital Reduce 89.96% 255,638 1.79
Q2  2022
≡ Bill Miller - Miller Value Partners Reduce 1.10% 4,353 0.03
≡ Christopher Davis - Davis Advisors Reduce 3.08% 143,351 0.10
≡ Thomas Russo - Gardner Russo & Quinn Reduce 8.37% 178,540 0.22
≡ Kahn Brothers Group Reduce 10.32% 325 0.00
≡ Viking Global Investors Sell 100.00% 119,706 0.07
Q1  2022
≡ Bill Miller - Miller Value Partners Reduce 2.72% 11,019 0.06
≡ Christopher Davis - Davis Advisors Reduce 4.56% 221,928 0.15
≡ Thomas Russo - Gardner Russo & Quinn Reduce 9.01% 211,225 0.28
≡ Samantha McLemore - Patient Capital Management Reduce 9.52% 3,800 0.20
≡ Torray Funds Reduce 17.29% 18,772 0.41
≡ Francis Chou - Chou Associates Reduce 29.18% 10,000 1.01
≡ Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 75,000 1.16
Q4  2021
≡ Christopher Davis - Davis Advisors Reduce 2.24% 111,582 0.08
≡ Torray Funds Reduce 5.24% 6,003 0.14
≡ Thomas Russo - Gardner Russo & Quinn Reduce 6.80% 171,152 0.24
≡ Bill Miller - Miller Value Partners Reduce 10.34% 46,754 0.26
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 10.59% 177,133 0.89
≡ Kahn Brothers Group Reduce 10.64% 375 0.01
≡ Francois Rochon - Giverny Capital Reduce 29.99% 114,483 0.97
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 46.43% 65,000 1.01
Q3  2021
≡ Bill Miller - Miller Value Partners Reduce 0.48% 2,163 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 9.48% 175,212 1.00
≡ Thomas Russo - Gardner Russo & Quinn Reduce 9.78% 272,731 0.41
≡ Christopher Davis - Davis Advisors Reduce 12.70% 724,732 0.55
Q2  2021
≡ Torray Funds Reduce 0.06% 74 0.00
≡ David Katz - Matrix Asset Advisors Reduce 0.79% 1,707 0.04
≡ Thomas Russo - Gardner Russo & Quinn Reduce 9.47% 291,655 0.38
≡ Christopher Davis - Davis Advisors Reduce 10.30% 655,327 0.42
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 13.85% 22,500 0.37
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 15.35% 334,876 1.79
≡ Viking Global Investors Sell 100.00% 874,417 0.40
≡ Dodge & Cox Sell 100.00% 151,200 0.03
≡ Lee Ainslie - Maverick Capital Sell 100.00% 4,453 0.01
Q1  2021
≡ Bill Miller - Miller Value Partners Reduce 0.09% 384 0.00
≡ Richard Pzena - Hancock Classic Value Reduce 0.48% 1,385 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 2.08% 46,309 0.23
≡ Christopher Davis - Davis Advisors Reduce 7.24% 496,683 0.33
≡ Thomas Russo - Gardner Russo & Quinn Reduce 14.24% 511,309 0.71
≡ Torray Funds Reduce 17.90% 24,930 0.59
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 18.75% 37,500 0.63
≡ Viking Global Investors Reduce 89.66% 7,584,658 3.47
≡ Dodge & Cox Reduce 98.02% 7,475,600 1.48
≡ Hillman Value Fund Sell 100.00% 36,600 3.56
Q4  2020
≡ Thomas Gayner - Markel Asset Management Reduce 0.37% 800 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.74% 16,620 0.08
≡ Torray Funds Reduce 0.80% 1,128 0.02
≡ Dodge & Cox Reduce 1.95% 151,800 0.03
≡ Christopher Davis - Davis Advisors Reduce 4.04% 289,068 0.18
≡ Thomas Russo - Gardner Russo & Quinn Reduce 4.91% 185,273 0.21
≡ Viking Global Investors Reduce 10.50% 991,900 0.35
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 16.67% 40,000 0.60
≡ Kahn Brothers Group Reduce 43.45% 1,556 0.03
≡ Lee Ainslie - Maverick Capital Reduce 55.12% 808 0.00
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 967,267 0.04
Q3  2020
≡ Bill Miller - Miller Value Partners Reduce 0.70% 2,773 0.01
≡ Torray Funds Reduce 1.35% 1,922 0.03
≡ Christopher Davis - Davis Advisors Reduce 2.79% 205,285 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.