JPMORGAN CHASE & CO

JPM stock holders 13F

18 superinvestors reported owning JPM (Common Stock) according to the gurus' 2021 Q1 reports.

Top 5 gurus who own (JPM) JPMORGAN CHASE & CO

The top 5 super investors (holders) owning JPM (by the percentage (%) of portfolio) are Glenn Greenberg - Brave Warrior Advisors (10.85%), David Jeffrey Fear - Thunderbird Partners (7.00%), David Katz - Matrix Advisors Value Fund (5.03%), Jim Cullen - Cullen Value Fund (4.80%) and Thomas Russo - Gardner Russo & Quinn (4.28%) as of their 2021 Q1 reports.

To check the latest activities of the top JPM shareholders between value investors, please click on the "Activity" tab.

To see the historical data of JPM's holders please click on the "2021 Q1" dropdown menu and select the date.

# of holders: 18
Period: 2021 Q1
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Bill Miller
Miller Value Partners
1.94%
448,126
$152.23
$68,218,000
-0.09% (-384)
-0.00%
Christopher Davis
Clipper Fund
3.77%
262,126
$152.23
$39,903,441
-10.43% (-30,525)
-0.44%
David Jeffrey Fear
Thunderbird Partners
7.00%
545,921
$152.23
$83,106,000
-21.15% (-146,397)
-1.88%
David Katz
Matrix Advisors Value Fund
5.03%
19,950
$152.23
$3,036,988
Edgar Wachenheim III
Greenhaven Associates
0.02%
5,000
$152.20
$761,000
Francis Chou
Chou Associates Management
2.95%
34,275
$152.12
$5,214,000
Francois Rochon
Giverny Capital
3.61%
313,672
$152.23
$47,750,175
+2.55% (+7,803)
+0.09%
Fred Martin
Disciplined Growth Investors
0.01%
1,915
$152.48
$292,000
buy
+0.01%
Glenn Greenberg
Brave Warrior Advisors
10.85%
2,182,213
$152.23
$332,198,000
-2.08% (-46,309)
-0.23%
Jim Cullen
Cullen Value Fund
4.80%
8,270
$152.23
$1,258,942
Ole Andreas Halvorsen
Viking Global Investors
0.40%
712,649
$152.23
$108,486,280
-89.66% (-6,181,496)
-3.44%
Paul Lountzis
Lountzis Asset Management
0.11%
1,050
$152.23
$159,841
Ravenel Boykin Curry IV
Eagle Capital Management
0.01%
9,449
$152.20
$1,438,125
Robert Torray
Torray Fund
3.91%
99,560
$152.23
$15,156,018
-17.27% (-20,790)
-0.82%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
0.05%
1,832
$152.21
$278,944
Thomas Russo
Gardner Russo & Quinn
4.28%
3,079,795
$152.23
$468,837,000
-14.24% (-511,309)
-0.71%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
0.12%
617,300
$152.23
$93,971,579
-91.91% (-7,009,500)
-1.36%
Wallace Weitz
Weitz Value Fund
2.70%
162,500
$152.23
$24,737,375
-18.75% (-37,500)
-0.62%
Current price: $210.50 38.27% AVG reported hold price*: $152.23

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
Mark A. Hillman
Hillman Value Fund
24,887
-2.69%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.