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
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: $244.76 60.75% 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: $244.76 92.62% AVG reported price*: $127.07
2020 Q3 (10 results)
David Jeffrey Fear
Thunderbird Partners
buy
+570,523
+6.60%
6.60%
Ole Andreas Halvorsen
Viking Global Investors
+47.41%
+3,039,489
+1.06%
3.29%
Glenn Greenberg
Brave Warrior Advisors
+12.76%
+254,017
+1.09%
9.65%
Thomas Russo
Gardner Russo & Quinn
+4.35%
+157,261
+0.15%
3.53%
Francois Rochon
Giverny Capital
+1.33%
+4,405
+0.04%
2.97%
Bill Miller
Miller Value Partners
-0.70%
-2,773
-0.01%
1.51%
Christopher Davis
Clipper Fund
-2.01%
-6,710
-0.07%
3.28%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-7.90%
-307
-0.01%
0.07%
Warren Buffett
Berkshire Hathaway
-95.64%
-21,241,160
-0.87%
0.00%
Edgar Wachenheim III
Greenhaven Associates
-97.81%
-223,725
-0.47%
0.01%
Current price: $244.76 154.26% AVG reported price*: $96.26
2020 Q2 (14 results)
Mark A. Hillman
Hillman Value Fund
buy
+30,000
+2.87%
2.87%
Paul Lountzis
Lountzis Asset Management
buy
+1,050
+0.09%
0.09%
Ole Andreas Halvorsen
Viking Global Investors
+56.94%
+2,326,169
+0.95%
2.61%
Glenn Greenberg
Brave Warrior Advisors
+4.29%
+81,880
+0.38%
9.31%
Francois Rochon
Giverny Capital
+2.92%
+9,430
+0.09%
3.11%
Bill Miller
Miller Value Partners
-0.16%
-625
-0.00%
1.66%
Christopher Davis
Clipper Fund
-0.72%
-2,420
-0.03%
3.45%
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-1.19%
-47
-0.00%
0.06%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-4.31%
-350,000
-0.06%
1.23%
Thomas Russo
Gardner Russo & Quinn
-5.60%
-214,813
-0.21%
3.46%
Wallace Weitz
Weitz Value Fund
-17.24%
-50,000
-0.64%
3.06%
Edgar Wachenheim III
Greenhaven Associates
-50.82%
-236,375
-0.49%
0.48%
Warren Buffett
Berkshire Hathaway
-61.52%
-35,506,006
-1.65%
1.03%
Ravenel Boykin Curry IV
Eagle Capital Management
-67.43%
-22,100
-0.01%
0.00%
Current price: $244.76 160.18% AVG reported price*: $94.07
48 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.