JPM Stock Ownership Activity

JPMORGAN CHASE & CO 13F holders

9 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 1, decreased by 8 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 Francois Rochon - Giverny Capital (added shares +6.61%).

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
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: $212.24 29.63% 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: $212.24 36.46% AVG reported price*: $155.54
2021 Q1 (12 results)
Fred Martin
Disciplined Growth Investors
buy
+1,915
+0.01%
0.01%
Francois Rochon
Giverny Capital
+2.55%
+8,817
+0.09%
3.61%
Bill Miller
Miller Value Partners
-0.09%
-384
-0.00%
1.94%
Glenn Greenberg
Brave Warrior Advisors
-2.08%
-46,309
-0.23%
10.85%
Christopher Davis
Clipper Fund
-10.43%
-33,730
-0.44%
3.77%
Thomas Russo
Gardner Russo & Quinn
-14.24%
-511,309
-0.71%
4.28%
Robert Torray
Torray Fund
-17.27%
-20,790
-0.82%
3.91%
Wallace Weitz
Weitz Value Fund
-18.75%
-37,500
-0.62%
2.70%
David Jeffrey Fear
Thunderbird Partners
-21.15%
-146,397
-1.88%
7.00%
Ole Andreas Halvorsen
Viking Global Investors
-89.66%
-7,584,658
-3.44%
0.00%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-91.91%
-7,009,500
-1.36%
0.00%
Mark A. Hillman
Hillman Value Fund
-100.00%
-36,600
-2.69%
0.00%
Current price: $212.24 39.40% AVG reported price*: $152.26
2020 Q4 (12 results)
Mark A. Hillman
Hillman Value Fund
+22.00%
+6,600
+0.64%
0.00%
David Jeffrey Fear
Thunderbird Partners
+21.35%
+121,795
+1.28%
7.30%
Bill Miller
Miller Value Partners
+13.57%
+53,578
+0.23%
1.93%
Francois Rochon
Giverny Capital
+2.70%
+9,087
+0.09%
3.37%
Glenn Greenberg
Brave Warrior Advisors
-0.74%
-16,620
-0.08%
10.41%
Christopher Davis
Clipper Fund
-1.10%
-3,590
-0.04%
3.77%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-1.95%
-151,800
-0.03%
1.38%
Thomas Russo
Gardner Russo & Quinn
-4.91%
-185,273
-0.21%
4.14%
Ole Andreas Halvorsen
Viking Global Investors
-10.50%
-991,900
-0.35%
2.96%
Wallace Weitz
Weitz Value Fund
-16.67%
-40,000
-0.59%
2.95%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-43.45%
-1,556
-0.03%
0.04%
Warren Buffett
Berkshire Hathaway
-100.00%
-967,267
-0.03%
0.00%
Current price: $212.24 67.03% AVG reported price*: $127.07
43 of 318

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.