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 3, decreased by 5 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 +86.13%), Parnassus Investments - Parnassus Endeavor Fund (added shares +38.58%) and Francois Rochon - Giverny Capital (added shares +14.54%).

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 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: $301.42 77.20% 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%
+2,511
+0.02%
0.29%
Andrew R. Adams
Mairs & Power Growth Fund
+2.09%
+25,000
+0.08%
3.94%
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%
-87,900
-0.17%
8.87%
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: $301.42 107.86% AVG reported price*: $145.01
2023 Q2 (9 results)
Paul Lountzis
Lountzis Asset Management
buy
+1,340
+0.11%
0.00%
Andrew R. Adams
Mairs & Power Growth Fund
+36.49%
+320,000
+0.96%
3.58%
Thomas Russo
Gardner Russo & Quinn
+16.17%
+294,058
+0.42%
3.04%
Ravenel Boykin Curry IV
Eagle Capital Management
+3.33%
+284
+0.00%
0.01%
Francois Rochon
Giverny Capital
+3.24%
+1,069
+0.01%
0.26%
Edgar Wachenheim III
Greenhaven Associates
+1.44%
+68,120
+0.13%
9.28%
Glenn Greenberg
Brave Warrior Advisors
-0.59%
-10,029
-0.04%
6.49%
David Katz
Matrix Advisors Value Fund
-1.76%
-300
-0.08%
4.27%
Bill Miller
Miller Value Partners
-100.00%
-269,917
-23.66%
0.00%
Current price: $301.42 107.25% AVG reported price*: $145.44
2023 Q1 (10 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%
0.00%
Jim Cullen
Cullen Value Fund
-24.59%
-1,693
-1.00%
3.07%
Current price: $301.42 131.31% AVG reported price*: $130.31
2022 Q4 (9 results)
Francois Rochon
Giverny Capital
+9.54%
+2,722
+0.02%
0.26%
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: $301.42 124.77% AVG reported price*: $134.10
49 of 356

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.