JPMorgan Chase & Co. (JPM)

Sector:Financials
Super Investor Stats:
Ownership count:13
Ownership rank:16
% of all portfolios:0.505%
Hold Price * :$185.54
History Portfolio Manager Activity Share change % change to portfolio
Q3  2014
Leon Cooperman Reduce 3.76% 70,300 0.06
David Katz - Matrix Asset Advisors Reduce 10.72% 5,800 0.47
Q2  2014
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
Richard Pzena - Hancock Classic Value Reduce 3.29% 39,489 0.09
Q4  2013
Hillman Value Fund Sell 100.00% 14,900 3.11
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
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
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
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
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
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
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
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
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
Charles Bobrinskoy - Ariel Focus Fund Reduce 3.67% 2,000 0.17
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
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
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
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
Thomas Russo - Gardner Russo & Quinn Reduce 15.67% 4,700 0.01
Meridian Contrarian Fund Reduce 21.45% 72,200 0.36
Q4  2009
Meridian Contrarian Fund Reduce 28.35% 133,200 0.65
Q3  2009
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
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
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
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
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
Bill Nygren - Oakmark Select Fund Reduce 3.39% 156,000 0.14
Meridian Contrarian Fund Sell 100.00% 850,000 2.39
Q2  2007
Meridian Contrarian Fund Reduce 3.41% 30,000 0.08
Bill Nygren - Oakmark Select Fund Reduce 16.36% 900,000 0.75
Q1  2007
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.