JPMORGAN CHASE & CO

JPM stock holders 13F

12 superinvestors reported owning JPM (Common Stock) according to the gurus' 2023 Q4 reports.

Top 5 gurus who own (JPM) JPMORGAN CHASE & CO

The top 5 super investors (holders) owning JPM (by the percentage (%) of portfolio) are Edgar Wachenheim III - Greenhaven Associates (8.57%), Glenn Greenberg - Brave Warrior Advisors (6.72%), David Katz - Matrix Advisors Value Fund (4.33%), Andrew R. Adams - Mairs & Power Growth Fund (4.28%) and Robert Torray - Torray Fund (4.06%) as of their 2023 Q4 reports.

To check the latest activities of the top JPM shareholders between value investors, please click on the "Activity" tab.

To see the historical data of JPM's holders please click on the "2023 Q4" dropdown menu and select the date.

# of holders: 12
Period: 2023 Q4
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Andrew R. Adams
Mairs & Power Growth Fund
4.28%
1,004,085
$170.10
$170,794,858
+3.36% (+32,595)
+0.14%
Christopher Davis
Clipper Fund
2.72%
145,874
$170.10
$24,813,276
-3.21% (-4,837)
-0.09%
David Katz
Matrix Advisors Value Fund
4.33%
9,702
$170.10
$1,650,310
-3.14% (-315)
-0.14%
Edgar Wachenheim III
Greenhaven Associates
8.57%
3,164,747
$170.10
$538,323,580
+0.10% (+3,014)
+0.01%
Francois Rochon
Giverny Capital
0.19%
36,773
$170.10
$6,255,087
+0.46% (+167)
+0.00%
Glenn Greenberg
Brave Warrior Advisors
6.72%
1,656,158
$170.10
$281,712,476
-0.44% (-7,382)
-0.03%
Jim Cullen
Cullen Value Fund
3.59%
4,678
$170.10
$795,727
-9.88% (-513)
-0.39%
Paul Lountzis
Lountzis Asset Management
0.13%
1,415
$170.10
$240,692
buy
+0.13%
Ravenel Boykin Curry IV
Eagle Capital Management
0.01%
8,808
$170.10
$1,498,241
Robert Torray
Torray Fund
4.06%
81,910
$156.08
$12,784,512
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
0.15%
5,774
$170.07
$982,000
-0.02% (-1)
-0.00%
Thomas Russo
Gardner Russo & Quinn
3.51%
1,527,643
$170.10
$259,852,196
-3.58% (-56,667)
-0.13%
Current price: $248.55 47.13% AVG reported hold price*: $168.93

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
Bill Gates
Bill & Melinda Gates Foundation Trust
29,600
-0.01%

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.