Portfolio changes · featured 13Fs
Activity
Moves in JPM across featured managers — New / Exit / Add / Reduce.
JPM · reduce · all sizes
7 shown7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| JPM | Reduce | Mairs & Power | −0.40 pp | −12.4% sh | Q1→Q2 |
| JPM | Reduce | Francois Rochon - Giverny Capital | −0.04 pp | −8.5% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| JPM | Reduce | Thomas Russo - Gardner Russo & Quinn | −0.42 pp | −83.4% sh | Q1→Q2 |
| 11 Aug 2 | |||||
| JPM | Reduce | Christopher Davis - Davis Selected Advisers | −0.08 pp | −14.4% sh | Q1→Q2 |
| JPM | Reduce | Murray Stahl - Horizon Kinetics Asset Management | 0.00 pp | −37.7% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| JPM | Reduce | Torray Investment Partners | −1.55 pp | −92.4% sh | Q1→Q2 |
| 28 Jul 1 | |||||
| JPM | Reduce | Greenhaven Associates | −0.01 pp | −37.5% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home