Portfolio changes · featured 13Fs
Activity
Moves in JPM across featured managers — New / Exit / Add / Reduce.
JPM · all sizes
12 shown12 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| JPM | New | Ron Baron - Bamco Inc. (Baron Capital) | 0.00 pp | opened <0.01% | Q1→Q2 |
| JPM | Add | Andreas Halvorsen - Viking Global Investors | +0.48 pp | +7.2% sh | Q1→Q2 |
| JPM | Add | Bill Nygren / Oakmark - Harris Associates L P | 0.00 pp | +6.9% sh | Q1→Q2 |
| 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 |
| 5 Aug 1 | |||||
| JPM | New | Steven Check - Check Capital Management | +0.01 pp | opened 0.01% | 2026 Q2 restated |
| 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 |
| 10 Jul 1 | |||||
| JPM | Add | Kentucky Trust Co. - Kentucky Trust | +0.27 pp | +6.1% 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