JPM Stock Ownership Activity

JPMORGAN CHASE & CO 13F holders

5 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 completely sold out by 1 guru(s), the number of JPM shares has been increased by 2, decreased by 2 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 +101.98%) and Francois Rochon - Giverny Capital (added shares +1.24%).

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
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: $243.66 116.38% AVG reported price*: $112.61
2022 Q1 (12 results)
Andrew R. Adams
Mairs & Power Growth Fund
buy
+257,000
+0.64%
0.64%
Ole Andreas Halvorsen
Viking Global Investors
buy
+119,706
+0.07%
0.00%
Edgar Wachenheim III
Greenhaven Associates
+12,840.22%
+642,011
+2.32%
2.34%
Glenn Greenberg
Brave Warrior Advisors
+6.62%
+98,961
+0.40%
6.41%
Francois Rochon
Giverny Capital
+3.46%
+9,261
+0.07%
2.13%
Bill Miller
Miller Value Partners
-2.72%
-11,019
-0.06%
2.04%
Thomas Russo
Gardner Russo & Quinn
-9.01%
-211,225
-0.28%
2.80%
Christopher Davis
Clipper Fund
-18.09%
-41,750
-0.51%
2.31%
Robert Torray
Torray Fund
-25.17%
-23,221
-0.89%
2.64%
Francis Chou
Chou Associates Management
-29.18%
-10,000
-1.01%
2.44%
Wallace Weitz
Weitz Value Fund
-100.00%
-75,000
-1.28%
0.00%
Fred Martin
Disciplined Growth Investors
-100.00%
-1,611
-0.01%
0.00%
Current price: $243.66 78.74% AVG reported price*: $136.32
2021 Q4 (9 results)
Thomas Russo
Gardner Russo & Quinn
-6.80%
-171,152
-0.24%
3.31%
Robert Torray
Torray Fund
-7.34%
-7,309
-0.31%
3.87%
Bill Miller
Miller Value Partners
-10.34%
-46,754
-0.26%
2.27%
Glenn Greenberg
Brave Warrior Advisors
-10.59%
-177,133
-0.89%
7.54%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-10.64%
-375
-0.01%
0.07%
Fred Martin
Disciplined Growth Investors
-17.51%
-342
-0.00%
0.00%
Francois Rochon
Giverny Capital
-29.99%
-114,483
-0.97%
2.26%
Wallace Weitz
Weitz Value Fund
-46.43%
-65,000
-1.01%
0.00%
Paul Lountzis
Lountzis Asset Management
-100.00%
-1,050
-0.10%
0.00%
Current price: $243.66 53.87% AVG reported price*: $158.35
2021 Q3 (6 results)
Francois Rochon
Giverny Capital
+5.03%
+18,282
+0.18%
3.73%
Bill Miller
Miller Value Partners
-0.48%
-2,163
-0.01%
2.52%
Fred Martin
Disciplined Growth Investors
-6.82%
-143
-0.00%
0.01%
Glenn Greenberg
Brave Warrior Advisors
-9.48%
-175,212
-1.00%
9.58%
Thomas Russo
Gardner Russo & Quinn
-9.78%
-272,731
-0.41%
3.80%
David Jeffrey Fear
Thunderbird Partners
-100.00%
-300,113
-5.59%
0.00%
Current price: $243.66 48.83% AVG reported price*: $163.72
2021 Q2 (13 results)
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
+74.07%
+1,500
+0.03%
0.08%
Fred Martin
Disciplined Growth Investors
+9.45%
+181
+0.00%
0.01%
Francois Rochon
Giverny Capital
+2.56%
+9,056
+0.09%
3.44%
Bill Miller
Miller Value Partners
+1.34%
+6,000
+0.02%
1.84%
Ravenel Boykin Curry IV
Eagle Capital Management
-2.73%
-292
-0.00%
0.00%
Thomas Russo
Gardner Russo & Quinn
-9.47%
-291,655
-0.38%
3.66%
Wallace Weitz
Weitz Value Fund
-13.85%
-22,500
-0.37%
2.28%
Glenn Greenberg
Brave Warrior Advisors
-15.35%
-334,876
-1.79%
9.86%
Jim Cullen
Cullen Value Fund
-16.76%
-1,386
-0.83%
4.14%
Christopher Davis
Clipper Fund
-20.31%
-58,820
-0.74%
2.90%
David Jeffrey Fear
Thunderbird Partners
-45.03%
-245,808
-3.43%
0.00%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-874,417
-0.40%
0.00%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-100.00%
-617,300
-0.11%
0.00%
Current price: $243.66 56.66% AVG reported price*: $155.54
50 of 340

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.