JPM Stock Ownership Activity

JPMORGAN CHASE & CO 13F holders

12 value investing gurus have made changes to the JPMORGAN CHASE & CO (JPM) position according to the gurus' latest SEC quarterly report(s). The number of JPM shares has been increased by 3, decreased by 9 super investor(s).

Which gurus or hedge funds are buying JPM now?

According to the latest SEC filing(s) JPMORGAN CHASE & CO (JPM) has been bought by 3 gurus: Andrew R. Adams - Mairs & Power Growth Fund (added shares +39.87%), Francois Rochon - Giverny Capital (added shares +5.71%) and Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group (added shares +36.04%).

To see more about who is investing in JPMORGAN CHASE & CO (JPM), please go to the JPM ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2023 Q1 (11 results)
Andrew R. Adams
Mairs & Power Growth Fund
+39.87%
+250,000
+0.71%
2.51%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
+36.04%
+1,000
+0.02%
0.07%
Francois Rochon
Giverny Capital
+5.71%
+1,785
+0.01%
0.26%
Christopher Davis
Clipper Fund
-0.62%
-1,100
-0.02%
2.54%
Glenn Greenberg
Brave Warrior Advisors
-0.67%
-11,418
-0.05%
6.84%
Edgar Wachenheim III
Greenhaven Associates
-1.19%
-57,000
-0.12%
9.58%
Thomas Russo
Gardner Russo & Quinn
-1.37%
-25,205
-0.03%
2.46%
David Katz
Matrix Advisors Value Fund
-10.99%
-2,100
-0.50%
4.04%
Bill Miller
Miller Value Partners
-22.70%
-79,264
-0.65%
2.20%
Jim Cullen
Cullen Value Fund
-24.59%
-1,693
-1.00%
3.07%
John Huber
Saber Capital Management
-40.77%
-22,139
-5.73%
8.33%
Current price: $141.01 8.21% AVG reported price*: $130.31
2022 Q4 (10 results)
Francois Rochon
Giverny Capital
+9.54%
+2,722
+0.02%
0.26%
John Huber
Saber Capital Management
+0.17%
+92
+0.01%
7.96%
Edgar Wachenheim III
Greenhaven Associates
-0.52%
-25,200
-0.06%
11.42%
Glenn Greenberg
Brave Warrior Advisors
-1.51%
-26,136
-0.11%
7.22%
Christopher Davis
Clipper Fund
-2.44%
-4,410
-0.07%
2.70%
Ravenel Boykin Curry IV
Eagle Capital Management
-3.22%
-284
-0.00%
0.01%
David Katz
Matrix Advisors Value Fund
-4.26%
-850
-0.22%
5.00%
Thomas Russo
Gardner Russo & Quinn
-4.38%
-84,500
-0.13%
2.73%
Bill Miller
Miller Value Partners
-10.88%
-42,622
-0.37%
3.03%
Francis Chou
Chou Associates Management
-100.00%
-24,275
-3.59%
0.00%
Current price: $141.01 5.15% AVG reported price*: $134.10
2022 Q3 (10 results)
John Huber
Saber Capital Management
buy
+54,216
+6.12%
6.12%
Andrew R. Adams
Mairs & Power Growth Fund
+143.97%
+370,000
+0.92%
1.55%
Edgar Wachenheim III
Greenhaven Associates
+6.33%
+287,128
+0.63%
10.60%
Bill Miller
Miller Value Partners
+0.50%
+1,966
+0.01%
2.49%
Glenn Greenberg
Brave Warrior Advisors
-0.14%
-2,489
-0.01%
6.27%
Robert Torray
Torray Fund
-0.36%
-299
-0.01%
3.00%
Thomas Russo
Gardner Russo & Quinn
-1.33%
-25,928
-0.03%
2.44%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-1.77%
-50
-0.00%
0.05%
Christopher Davis
Clipper Fund
-3.40%
-6,350
-0.08%
2.33%
Francois Rochon
Giverny Capital
-89.96%
-255,638
-1.81%
0.20%
Current price: $141.01 34.94% AVG reported price*: $104.50
2022 Q2 (10 results)
Edgar Wachenheim III
Greenhaven Associates
+600.74%
+3,886,845
+9.45%
11.02%
Robert Torray
Torray Fund
+19.09%
+13,179
+0.49%
3.05%
Glenn Greenberg
Brave Warrior Advisors
+9.02%
+143,837
+0.56%
6.72%
Francois Rochon
Giverny Capital
+2.75%
+7,609
+0.06%
2.11%
Bill Miller
Miller Value Partners
-1.10%
-4,353
-0.03%
2.46%
Christopher Davis
Clipper Fund
-1.22%
-2,310
-0.03%
2.28%
Thomas Russo
Gardner Russo & Quinn
-8.37%
-178,540
-0.22%
2.46%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-10.32%
-325
-0.00%
0.04%
Ravenel Boykin Curry IV
Eagle Capital Management
-15.19%
-1,577
-0.00%
0.00%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-119,706
-0.07%
0.00%
Current price: $141.01 25.22% AVG reported price*: $112.61
41 of 302

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.