Quarterly Activity Chart
Adds vs. Reduces by Quarter
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JPM —
JPMORGAN CHASE & CO.
CUSIP: 46625H100 · Held by 18 superinvestors · Combined value: $5,603,340,526
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.6% | $3,894,910,616 | 12,087,737 | ADD | +2,110,172 |
| 2 | Andreas Halvorsen | 1.6% | $614,145,520 | 1,905,982 | REDUCE | -3,153,078 |
| 3 | Mairs & Power | 4.0% | $411,282,897 | 1,276,404 | REDUCE | -85,126 |
| 4 | Christopher Davis | 0.8% | $184,176,369 | 571,586 | REDUCE | -24,040 |
| 5 | Thomas Russo | 1.8% | $170,395,414 | 528,817 | REDUCE | -16,213 |
| 6 | Richard Pzena | 0.3% | $99,208,990 | 337,262 | REDUCE | -5,128 |
| 7 | Tom Gayner | 0.6% | $74,290,108 | 252,550 | - | - |
| 8 | Dodge & Cox | 0.0% | $40,085,779 | 124,405 | REDUCE | -70,250 |
| 9 | David Katz | 3.6% | $39,574,905 | 134,535 | REDUCE | -1,600 |
| 10 | FPA Queens Road | 1.0% | $30,967,920 | 96,108 | ADD | +3,524 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | REDUCE | -1,600 | -1.2% |
| Richard Pzena | REDUCE | -5,128 | -1.5% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | ADD | +230 | +4.0% |
| FPA Queens Road | ADD | +3,524 | +3.8% |
| Francois Rochon | ADD | +1,133 | +2.2% |
| Kahn Brothers | ADD | +800 | +30.0% |
| Ken Griffin | ADD | +2,110,172 | +21.1% |
| Richard Pzena | ADD | +2,365 | +0.7% |
| Andreas Halvorsen | REDUCE | -3,153,078 | -62.3% |
| Christopher Davis | REDUCE | -24,040 | -4.0% |
| David Katz | REDUCE | -2,648 | -1.9% |
| Dodge & Cox | REDUCE | -70,250 | -36.1% |
| Jim Simons | REDUCE | -66 | -3.0% |
| Mairs & Power | REDUCE | -85,126 | -6.3% |
| Thomas Russo | REDUCE | -16,213 | -3.0% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Andreas Halvorsen | ADD | +1,017,026 | +25.2% |
| Jim Simons | ADD | +89 | +4.3% |
| Bill Nygren | REDUCE | -99 | -1.7% |
| Christopher Davis | REDUCE | -40,416 | -6.4% |
| Dodge & Cox | REDUCE | -73,028 | -27.3% |
| FPA Queens Road | REDUCE | -20 | - |
| Francois Rochon | REDUCE | -245 | -0.5% |
| Kahn Brothers | REDUCE | -107 | -3.9% |
| Ken Griffin | REDUCE | -2,538,340 | -20.3% |
| Mairs & Power | REDUCE | -139,436 | -9.3% |
| Samantha McLemore | REDUCE | -4 | - |
| Thomas Russo | REDUCE | -28,670 | -5.0% |
| Ray Dalio | SOLD | -51,287 | Exit |
Who Owns JPM? Superinvestor Holdings
JPMORGAN CHASE & CO. is held by 18 tracked superinvestors, with a combined position value of $5.6 billion . The largest positions are held by Ken Griffin (0.6% of portfolio), Andreas Halvorsen (1.6% of portfolio), Mairs & Power (4.0% of portfolio).
In the most recent quarter, 5 superinvestors added or initiated positions while 8 reduced or exited.