JPMorgan Chase & Co. (JPM)

Sector:Financials
Super Investor Stats:
Ownership count:13
Ownership rank:14
% of all portfolios:0.482%
Hold Price * :$200.30
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q4  2020
≡ Dodge & Cox Reduce 1.95% 151,800 0.03
≡ Torray Funds Reduce 0.80% 1,128 0.02
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.74% 16,620 0.08
≡ Thomas Gayner - Markel Group Reduce 0.37% 800 0.00
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 967,267 0.04
Q3  2020
≡ Greenhaven Associates Reduce 97.81% 223,725 0.45
≡ Warren Buffett - Berkshire Hathaway Reduce 95.64% 21,241,160 0.88
≡ Lee Ainslie - Maverick Capital Reduce 85.99% 9,001 0.00
≡ Richard Pzena - Hancock Classic Value Reduce 25.57% 99,923 0.71
≡ Kahn Brothers Group Reduce 7.90% 307 0.01
≡ David Katz - Matrix Asset Advisors Reduce 6.74% 15,471 0.29
≡ Christopher Davis - Davis Advisors Reduce 2.79% 205,285 0.11
≡ Torray Funds Reduce 1.35% 1,922 0.03
≡ Bill Miller - Miller Value Partners Reduce 0.70% 2,773 0.01
≡ Leon Cooperman Sell 100.00% 310,000 3.34
Q2  2020
≡ Warren Buffett - Berkshire Hathaway Reduce 61.52% 35,506,006 1.65
≡ Greenhaven Associates Reduce 50.82% 236,375 0.50
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 17.24% 50,000 0.65
≡ Richard Pzena - Hancock Classic Value Reduce 10.56% 46,168 0.29
≡ Thomas Russo - Gardner Russo & Quinn Reduce 5.60% 214,813 0.21
≡ Dodge & Cox Reduce 4.31% 350,000 0.06
≡ Kahn Brothers Group Reduce 1.19% 47 0.00
≡ David Katz - Matrix Asset Advisors Reduce 0.85% 1,972 0.04
≡ Bill Miller - Miller Value Partners Reduce 0.16% 625 0.00
Q1  2020
≡ Bill Miller - Miller Value Partners Reduce 26.17% 141,200 0.82
≡ Francis Chou - Chou Associates Reduce 22.59% 10,000 0.90
≡ Dodge & Cox Reduce 6.01% 519,900 0.09
≡ Francois Rochon - Giverny Capital Reduce 5.10% 17,332 0.20
≡ Warren Buffett - Berkshire Hathaway Reduce 3.03% 1,800,499 0.09
≡ Christopher Davis - Davis Advisors Reduce 2.09% 154,459 0.09
Q4  2019
≡ Greenhaven Associates Reduce 99.76% 2,069,113 8.28
≡ Dodge & Cox Reduce 36.19% 4,904,900 0.93
≡ Richard Pzena - Hancock Classic Value Reduce 24.39% 110,949 0.67
≡ Bill Miller - Miller Value Partners Reduce 16.98% 110,331 0.55
≡ David Katz - Matrix Asset Advisors Reduce 12.69% 2,900 0.72
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 9.21% 186,696 1.38
≡ Torray Funds Reduce 0.16% 166 0.00
Q3  2019
≡ Francis Chou - Chou Associates Reduce 59.48% 65,000 4.71
≡ Greenhaven Associates Reduce 57.70% 2,828,963 6.74
≡ Dodge & Cox Reduce 16.83% 2,743,100 0.48
≡ Richard Pzena - Hancock Classic Value Reduce 15.39% 82,777 0.46
≡ Thomas Russo - Gardner Russo & Quinn Reduce 15.06% 1,830 0.00
≡ Bill Miller - Miller Value Partners Reduce 7.95% 56,164 0.27
≡ David Katz - Matrix Asset Advisors Reduce 1.08% 250 0.06
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.60% 12,141 0.08
≡ Torray Funds Reduce 0.11% 116 0.00
Q2  2019
≡ Bill Miller - Miller Value Partners Reduce 8.00% 61,370 0.27
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.44% 29,719 0.18
≡ Greenhaven Associates Reduce 1.36% 67,497 0.13
≡ Lee Ainslie - Maverick Capital Sell 100.00% 133,570 0.18
Q1  2019
≡ Bill Miller - Miller Value Partners Reduce 0.43% 3,291 0.01
≡ Dodge & Cox Reduce 0.20% 33,200 0.00
≡ Torray Funds Sell 100.00% 2,923 0.03
Q4  2018
≡ David Katz - Matrix Asset Advisors Reduce 1.28% 300 0.06
Q2  2018
≡ Richard Pzena - Hancock Classic Value Reduce 8.34% 48,942 0.23
≡ Dodge & Cox Reduce 0.61% 100,000 0.02
Q1  2018
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 17.73% 321,113 1.55
≡ David Katz - Matrix Asset Advisors Reduce 11.70% 3,100 0.61
≡ Dodge & Cox Reduce 1.08% 180,000 0.03
≡ Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 20,000 3.79
Q4  2017
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 10.49% 212,187 0.97
≡ David Katz - Matrix Asset Advisors Reduce 9.25% 2,700 0.47
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 6.10% 1,300 0.25
≡ Dodge & Cox Reduce 0.53% 88,100 0.01
≡ Bill Nygren - Oakmark Select Fund Sell 100.00% 2,568,000 4.12
Q3  2017
≡ Charles Bobrinskoy - Ariel Focus Fund Reduce 12.35% 3,000 0.52
≡ David Katz - Matrix Asset Advisors Reduce 5.81% 1,800 0.29
≡ Dodge & Cox Reduce 0.60% 100,000 0.01
Q2  2017
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.88% 14,856 0.06
≡ Daniel Loeb - Third Point Sell 100.00% 3,750,000 3.25
Q1  2017
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 33.91% 868,102 3.64
≡ Daniel Loeb - Third Point Reduce 28.57% 1,500,000 1.30
≡ Bill Nygren - Oakmark Select Fund Reduce 10.46% 300,000 0.49
≡ David Katz - Matrix Asset Advisors Reduce 1.59% 500 0.08
Q4  2016
≡ Bill Nygren - Oakmark Select Fund Reduce 25.14% 963,000 1.61
≡ David Katz - Matrix Asset Advisors Reduce 10.00% 3,500 0.51
≡ Dodge & Cox Reduce 7.14% 1,292,400 0.19
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 5.15% 139,095 0.57
Q3  2016
≡ Richard Pzena - Hancock Classic Value Reduce 10.83% 71,275 0.30
≡ Bill Nygren - Oakmark Select Fund Reduce 7.26% 300,000 0.42
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 4.11% 115,807 0.37
≡ David Katz - Matrix Asset Advisors Reduce 2.23% 800 0.09
Q2  2016
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 40.41% 1,909,193 6.64
≡ Bill Nygren - Oakmark Select Fund Reduce 17.40% 870,000 1.25
≡ Richard Pzena - Hancock Classic Value Reduce 15.74% 122,875 0.48
≡ David Katz - Matrix Asset Advisors Reduce 1.65% 600 0.07
Q1  2016
≡ David Katz - Matrix Asset Advisors Reduce 15.35% 6,600 0.69
≡ Richard Pzena - Hancock Classic Value Reduce 6.75% 56,475 0.18
≡ Bill Nygren - Oakmark Select Fund Reduce 4.38% 229,000 0.28
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.02% 48,682 0.14
≡ Leon Cooperman Sell 100.00% 1,096,200 1.60
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
≡ 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

* "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.