# JPMorgan Chase (AMJEUR, JPM): value investors who own it

12 value investors held JPMorgan Chase in their Q3 2026 13F, led by Matrix Asset Advisors, Mairs & Power, Smead Capital Management, Davis Selected…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Matrix Asset Advisors | 3.5% | $42.7m | Trimmed -2.8% | 54 |
| Mairs & Power | 2.8% | $302m | Trimmed -12% | 53 |
| Smead Capital Management | 2.7% | $128m | Trimmed -1.9% | 54 |
| Davis Selected Advisers | 0.7% | $156m | Trimmed -14% | 53 |
| Markel Group | 0.6% | $82.7m | Unchanged | 45 |
| Giverny Capital | 0.5% | $15.7m | Trimmed -8.5% | 41 |
| Kahn Brothers | 0.1% | $942k | Added +2.1% | 5 |
| Gardner Russo & Quinn | 0.1% | $8.1m | Trimmed -83% | 34 |
| Brave Warrior Advisors | 0.0% | $1.8m | Unchanged | 18 |
| Dodge & Cox | 0.0% | $38.3m | Trimmed -1.1% | 53 |
| Harris Associates (Oakmark) | 0.0% | $2.0m | Added +6.9% | 53 |
| Horizon Kinetics | 0.0% | $293k | Trimmed -38% | 30 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-10 | Leopold Robin | Head of Human Resources | Sold | 2500 | $882k |
| 2026-08-11 | Leopold Robin | Head of Human Resources | Sold | 2500 | $904k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Mairs & Power Growth Fund | Mairs & Power | 3.2% | $178m | 2026-06-30 |
| Smead Value Fund | Smead Capital Management | 2.5% | $97.5m | 2026-05-29 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/jpm). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.