JPM Stock Ownership Activity

JPMORGAN CHASE & CO 13F holders

7 value investing gurus have made changes to the JPMORGAN CHASE & CO (JPM) position according to the gurus' latest SEC quarterly report(s). JPM has been bought (as a new position) by 1, completely sold out by 1 guru(s), the number of JPM shares has been increased by 2, decreased by 3 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: Ole Andreas Halvorsen - Viking Global Investors (added shares +101.98%), Parnassus Investments - Parnassus Endeavor Fund (new buy) and Francois Rochon - Giverny Capital (added shares +1.42%).

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
2025 Q1 (5 results)
Parnassus Investments
Parnassus Endeavor Fund
buy
+373,822
+2.05%
2.05%
Francois Rochon
Giverny Capital
+1.42%
+621
+0.01%
0.40%
Andrew R. Adams
Mairs & Power Growth Fund
-2.77%
-35,000
-0.17%
5.89%
Paul Lountzis
Lountzis Asset Management
-4.32%
-59
-0.01%
0.12%
Thomas Russo
Gardner Russo & Quinn
-17.31%
-218,355
-0.60%
2.87%
Current price: $263.01 7.27% AVG reported price*: $245.19
2024 Q4 (5 results)
Ole Andreas Halvorsen
Viking Global Investors
+101.98%
+3,769,652
+2.92%
5.79%
Francois Rochon
Giverny Capital
+1.24%
+538
+0.00%
0.38%
Robert Torray
Torray Fund
-9.16%
-5,890
-0.41%
4.05%
Thomas Russo
Gardner Russo & Quinn
-12.42%
-178,998
-0.49%
3.42%
Christopher Davis
Clipper Fund
-100.00%
-63,692
-1.20%
0.00%
Current price: $263.01 8.59% AVG reported price*: $242.21
2024 Q3 (9 results)
Ole Andreas Halvorsen
Viking Global Investors
+22.82%
+686,713
+0.53%
2.84%
Francois Rochon
Giverny Capital
+7.70%
+3,098
+0.02%
0.35%
Paul Lountzis
Lountzis Asset Management
-3.39%
-48
-0.00%
0.12%
Thomas Russo
Gardner Russo & Quinn
-3.49%
-52,128
-0.11%
3.12%
David Katz
Matrix Advisors Value Fund
-4.11%
-600
-0.18%
4.27%
Robert Torray
Torray Fund
-10.91%
-7,875
-0.50%
4.07%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-12.12%
-407
-0.01%
0.11%
Christopher Davis
Clipper Fund
-27.89%
-24,630
-0.45%
0.00%
Edgar Wachenheim III
Greenhaven Associates
-33.33%
-2,500
-0.01%
0.01%
Current price: $263.01 23.71% AVG reported price*: $212.60
2024 Q2 (9 results)
Ole Andreas Halvorsen
Viking Global Investors
buy
+3,009,822
+2.34%
2.34%
Francois Rochon
Giverny Capital
+2.61%
+1,023
+0.01%
0.34%
Robert Torray
Torray Fund
-11.86%
-9,715
-0.58%
4.28%
Thomas Russo
Gardner Russo & Quinn
-12.72%
-217,659
-0.47%
3.19%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-13.19%
-510
-0.02%
0.11%
Christopher Davis
Clipper Fund
-46.91%
-78,050
-1.37%
1.55%
Ravenel Boykin Curry IV
Eagle Capital Management
-86.39%
-7,037
-0.01%
0.00%
Glenn Greenberg
Brave Warrior Advisors
-99.57%
-1,292,985
-5.80%
0.03%
Edgar Wachenheim III
Greenhaven Associates
-99.84%
-4,618,884
-12.27%
0.02%
Current price: $263.01 30.01% AVG reported price*: $202.30
2024 Q1 (9 results)
Francois Rochon
Giverny Capital
+6.61%
+2,430
+0.01%
0.12%
Christopher Davis
Clipper Fund
-0.78%
-1,300
-0.02%
2.85%
Edgar Wachenheim III
Greenhaven Associates
-2.06%
-97,120
-0.18%
8.53%
David Katz
Matrix Advisors Value Fund
-5.19%
-800
-0.25%
4.51%
Jim Cullen
Cullen Value Fund
-6.73%
-315
-0.27%
3.76%
Ravenel Boykin Curry IV
Eagle Capital Management
-7.52%
-662
-0.00%
0.01%
Thomas Russo
Gardner Russo & Quinn
-15.46%
-312,875
-0.64%
3.51%
Glenn Greenberg
Brave Warrior Advisors
-21.59%
-357,530
-1.50%
5.44%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-33.03%
-1,907
-0.06%
0.11%
Current price: $263.01 31.30% AVG reported price*: $200.31
2023 Q4 (11 results)
Paul Lountzis
Lountzis Asset Management
buy
+1,415
+0.13%
0.13%
Andrew R. Adams
Mairs & Power Growth Fund
+3.36%
+41,000
+0.14%
4.28%
Francois Rochon
Giverny Capital
+0.46%
+167
+0.00%
0.19%
Edgar Wachenheim III
Greenhaven Associates
+0.10%
+4,500
+0.01%
8.57%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-0.02%
-1
-0.00%
0.15%
Glenn Greenberg
Brave Warrior Advisors
-0.44%
-7,382
-0.03%
6.72%
David Katz
Matrix Advisors Value Fund
-3.14%
-500
-0.14%
4.33%
Christopher Davis
Clipper Fund
-3.21%
-5,560
-0.09%
2.72%
Thomas Russo
Gardner Russo & Quinn
-3.58%
-75,056
-0.13%
3.51%
Jim Cullen
Cullen Value Fund
-9.88%
-513
-0.39%
3.59%
Bill Gates
Bill & Melinda Gates Foundation Trust
-100.00%
-29,600
-0.01%
0.00%
Current price: $263.01 54.62% AVG reported price*: $170.10
48 of 345

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.