The buy side
2.2% current reported weight · 1.6% before → 2.2% after · filed 2026-05-15
+15.7% vs SPY · 63 sessions
SEC source ↗0.5% current reported weight · 0.3% before → 0.5% after · filed 2026-05-15
+15.7% vs SPY · 63 sessions
SEC source ↗
Disagreement Dossier · Q1 2026
Why great investors disagree on JPM.
Jpmorgan Chase & CO
2 tracked managers bought or added while 1 trimmed or exited in Q1 2026. These are disclosed position changes; the filings do not reveal why the managers disagreed.
- Buying
- 2
- Selling
- 1
- Disagreement
- 45
- Later evidence
- Buyers lead so far
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The sell side
- Thomas Russo72%
1.8% prior reported weight · 1.8% before → 0.5% after · filed 2026-05-13
+17.4% vs SPY · 63 sessions
SEC source ↗
Buy-side stakes use current reported weights; sell-side stakes use prior weights to show what was reduced. Both before and after are shown. Each stock return begins after that manager's filing, so observation windows can differ.
Eight-quarter decision map
How the disagreement evolved
Each row preserves the managers and their material reported action. A split means both sides acted in the same quarter; a one-sided row supplies the surrounding context.
Quarter
Bought or added
Trimmed or exited
Q2 2026
One-sided
Bought or added
No material buysTrimmed or exited
- Thomas RussoTRIM 83%
- Torray FundsTRIM 92%
Q1 2026
Split
Bought or added
- Viking Global InvestorsADD 42%
- Joel GreenblattADD 87%
Trimmed or exited
- Thomas RussoTRIM 72%
Q4 2025
One-sided
Bought or added
No material buysTrimmed or exited
- Viking Global InvestorsTRIM 62%
Q3 2025
Split
Bought or added
- Viking Global InvestorsADD 25%
Trimmed or exited
- Joel GreenblattTRIM 67%
- Torray FundsTRIM 27%
Q2 2025
Split
Bought or added
- Viking Global InvestorsADD 86%
- Joel GreenblattADD 51%
Trimmed or exited
- Thomas RussoTRIM 45%
Q1 2025
One-sided
Bought or added
No material buysTrimmed or exited
- Viking Global InvestorsTRIM 71%
- Torray FundsTRIM 21%
- Richard PzenaTRIM 49%
Q4 2024
Split
Bought or added
- Viking Global InvestorsADD 102%
- Joel GreenblattADD 360%
Trimmed or exited
- Christopher DavisTRIM 53%
- Richard PzenaTRIM 30%
Q3 2024
Split
Bought or added
- Viking Global InvestorsADD 23%
Trimmed or exited
- Samantha McLemoreTRIM 81%
- Joel GreenblattTRIM 53%
- Christopher DavisTRIM 24%
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The disagreement score ranks the balance of opposing managers, decision breadth, portfolio stakes, and change magnitude. Later evidence compares each stock with SPY after disclosure; it does not estimate a manager's trade return.