JPM Stock Ownership Activity

JPMORGAN CHASE & CO 13F holders

8 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 2, decreased by 6 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 2 gurus: Ole Andreas Halvorsen - Viking Global Investors (added shares +22.82%) and Francois Rochon - Giverny Capital (added shares +7.7%).

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
2024 Q3 (7 results)
Ole Andreas Halvorsen
Viking Global Investors
+22.82%
+484,132
+0.53%
2.00%
Francois Rochon
Giverny Capital
+7.70%
+3,098
+0.02%
0.35%
Paul Lountzis
Lountzis Asset Management
-3.39%
-33
-0.00%
0.08%
Thomas Russo
Gardner Russo & Quinn
-3.49%
-35,186
-0.11%
2.11%
Robert Torray
Torray Fund
-10.91%
-5,394
-0.50%
2.79%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-12.12%
-407
-0.01%
0.11%
Edgar Wachenheim III
Greenhaven Associates
-33.33%
-2,500
-0.01%
0.01%
Current price: $244.76 14.98% AVG reported price*: $212.88
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%
-387
-0.02%
0.09%
Christopher Davis
Clipper Fund
-46.91%
-52,683
-1.37%
1.05%
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: $244.76 20.99% AVG reported price*: $202.30
2024 Q1 (9 results)
Francois Rochon
Giverny Capital
+6.61%
+1,883
+0.01%
0.10%
Christopher Davis
Clipper Fund
-0.78%
-773
-0.02%
1.70%
Edgar Wachenheim III
Greenhaven Associates
-2.06%
-88,864
-0.18%
7.81%
David Katz
Matrix Advisors Value Fund
-5.19%
-652
-0.25%
3.68%
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: $244.76 22.19% 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%
+32,595
+0.14%
3.40%
Francois Rochon
Giverny Capital
+0.46%
+167
+0.00%
0.19%
Edgar Wachenheim III
Greenhaven Associates
+0.10%
+3,014
+0.01%
5.74%
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%
-315
-0.14%
2.73%
Christopher Davis
Clipper Fund
-3.21%
-4,837
-0.09%
2.36%
Thomas Russo
Gardner Russo & Quinn
-3.58%
-56,667
-0.13%
2.65%
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: $244.76 43.89% AVG reported price*: $170.10
2023 Q3 (10 results)
Bill Gates
Bill & Melinda Gates Foundation Trust
buy
+29,600
+0.01%
0.00%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
+52.98%
+2,000
+0.05%
0.13%
Francois Rochon
Giverny Capital
+7.36%
+2,385
+0.02%
0.27%
Andrew R. Adams
Mairs & Power Growth Fund
+2.09%
+24,375
+0.08%
3.84%
Thomas Russo
Gardner Russo & Quinn
-0.69%
-14,492
-0.02%
3.32%
Christopher Davis
Clipper Fund
-0.95%
-1,670
-0.03%
2.63%
Glenn Greenberg
Brave Warrior Advisors
-1.43%
-24,178
-0.09%
6.02%
Edgar Wachenheim III
Greenhaven Associates
-1.83%
-65,925
-0.17%
6.65%
David Katz
Matrix Advisors Value Fund
-4.79%
-800
-0.22%
4.30%
Paul Lountzis
Lountzis Asset Management
-100.00%
-1,340
-0.12%
0.00%
Current price: $244.76 68.79% AVG reported price*: $145.01
46 of 333

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.