JPM Stock Ownership Activity

JPMORGAN CHASE & CO 13F holders

6 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 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 +41.87%), Parnassus Investments - Parnassus Endeavor Fund (added shares +14.59%) and Francois Rochon - Giverny Capital (added shares +0.89%).

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
2026 Q1 (6 results)
Ole Andreas Halvorsen
Viking Global Investors
+41.87%
+798,036
+0.66%
2.23%
Parnassus Investments
Parnassus Endeavor Fund
+14.59%
+72,858
+0.46%
3.64%
Francois Rochon
Giverny Capital
+0.89%
+460
+0.00%
0.56%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-18.74%
-650
-0.03%
0.15%
Andrew R. Adams
Mairs & Power Growth Fund
-22.96%
-201,624
-1.18%
3.97%
Thomas Russo
Gardner Russo & Quinn
-71.86%
-380,019
-1.32%
0.52%
Current price: $300.85 2.27% AVG reported price*: $294.16
2025 Q4 (7 results)
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
+29.99%
+800
+0.05%
0.20%
Francois Rochon
Giverny Capital
+2.23%
+1,133
+0.01%
0.56%
Thomas Russo
Gardner Russo & Quinn
-2.97%
-16,213
-0.06%
1.84%
Parnassus Investments
Parnassus Endeavor Fund
-4.42%
-23,114
-0.16%
3.38%
Andrew R. Adams
Mairs & Power Growth Fund
-7.87%
-75,000
-0.44%
5.11%
Ravenel Boykin Curry IV
Eagle Capital Management
-12.88%
-164
-0.00%
0.00%
Ole Andreas Halvorsen
Viking Global Investors
-62.33%
-3,153,078
-2.70%
1.63%
Current price: $300.85 6.63% AVG reported price*: $322.22
2025 Q3 (11 results)
Ole Andreas Halvorsen
Viking Global Investors
+25.16%
+1,017,026
+0.83%
4.14%
Ravenel Boykin Curry IV
Eagle Capital Management
+14.79%
+164
+0.00%
0.00%
Parnassus Investments
Parnassus Endeavor Fund
+0.85%
+4,424
+0.03%
3.50%
Francois Rochon
Giverny Capital
-0.48%
-245
-0.00%
0.54%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-3.86%
-107
-0.01%
0.16%
Thomas Russo
Gardner Russo & Quinn
-5.00%
-28,670
-0.10%
1.84%
Paul Lountzis
Lountzis Asset Management
-8.22%
-100
-0.01%
0.11%
Andrew R. Adams
Mairs & Power Growth Fund
-12.00%
-130,000
-0.72%
5.30%
Edgar Wachenheim III
Greenhaven Associates
-20.00%
-1,000
-0.00%
0.02%
Jim Cullen
Cullen Value Fund
-31.35%
-1,368
-1.66%
3.63%
Robert Torray
Torray Fund
-38.62%
-22,565
-1.88%
2.99%
Current price: $300.85 4.24% AVG reported price*: $314.16
2025 Q2 (8 results)
Ole Andreas Halvorsen
Viking Global Investors
+86.13%
+1,870,386
+1.57%
3.39%
Parnassus Investments
Parnassus Endeavor Fund
+38.58%
+144,227
+0.92%
3.31%
Francois Rochon
Giverny Capital
+14.54%
+6,467
+0.06%
0.51%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-3.14%
-90
-0.01%
0.16%
Paul Lountzis
Lountzis Asset Management
-7.03%
-92
-0.01%
0.12%
Andrew R. Adams
Mairs & Power Growth Fund
-11.81%
-145,000
-0.78%
5.84%
Ravenel Boykin Curry IV
Eagle Capital Management
-22.39%
-320
-0.00%
0.00%
Thomas Russo
Gardner Russo & Quinn
-45.01%
-469,654
-1.45%
1.77%
Current price: $300.85 3.77% AVG reported price*: $289.91
2025 Q1 (8 results)
Parnassus Investments
Parnassus Endeavor Fund
buy
+373,822
+2.05%
2.05%
Ravenel Boykin Curry IV
Eagle Capital Management
+28.85%
+320
+0.00%
0.00%
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%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-2.88%
-85
-0.00%
0.14%
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%
Ole Andreas Halvorsen
Viking Global Investors
-70.91%
-5,294,539
-4.13%
1.69%
Current price: $300.85 22.67% AVG reported price*: $245.24
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: $300.85 24.21% AVG reported price*: $242.21
45 of 380

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.