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JPMorgan Chase & Co

JPM

JPMorgan Chase & Co

JPMorgan Chase & Co 13F Holders

JPM Stock Ownership Activity

# of activities:
10
AVG reported price*:
$145.96
Current price*:
+136.01%($344.48)
10 value investing gurus have made changes to the JPMorgan Chase & Co (JPM) position according to the gurus' 2023 Q3 SEC quarterly report(s). JPM has been bought (as a new position) by 1, completely sold out by 1 guru(s), the number of JPM shares has been increased by 3, decreased by 5 super investor(s).

Which gurus or hedge funds bought JPM in 2023 Q3?

According to the 2023 Q3 SEC filing(s) JPMorgan Chase & Co (JPM) has been bought by 4 gurus / funds: Mairs & Power Growth Fund (added shares +2.09%), Francois Rochon - Giverny Capital (added shares +7.36%), Bill Gates - Bill & Melinda Gates Foundation Trust (new buy) and Kahn Brothers Group (added shares +52.98%).
To see more about who is investing in JPMorgan Chase & Co (JPM), please go to the JPM ownership page.
10 results
History Name Company % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		% of
portfolio 		Held since* Held for*
Bill Gates
Bill & Melinda Gates Foundation Trust
new
+29,600
29,600
+0.01%
0.01%
2023 Q3
≈ 0.25 years
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
+52.98%
+2,000
5,775
+0.05%
0.13%
2020 Q1
≈ 3.75 years
Francois Rochon
Giverny Capital
+7.36%
+2,511
36,606
+0.02%
0.29%
2016 Q2
≈ 7.50 years
Andrew R. Adams
Mairs & Power Growth Fund
+2.09%
+25,000
1,222,000
+0.08%
3.94%
2022 Q1
≈ 1.75 years
Thomas Russo
Gardner Russo & Quinn
-0.69%
-14,492
2,098,425
-0.02%
3.32%
2017 Q4
≈ 6.00 years
Christopher Davis
Clipper Fund
-0.95%
-1,670
173,232
-0.02%
2.61%
2019 Q3
≈ 4.25 years
Glenn Greenberg
Brave Warrior Advisors
-1.43%
-24,178
1,663,540
-0.09%
6.02%
2014 Q3
≈ 9.25 years
Edgar Wachenheim III
Greenhaven Associates
-1.83%
-87,900
4,719,004
-0.17%
8.87%
2014 Q4
≈ 9.00 years
David Katz
Matrix Advisors Value Fund
-4.79%
-800
15,900
-0.2%
4.30%
2020 Q1
≈ 3.75 years
Paul Lountzis
Lountzis Asset Management
-100%
-1,340
0
-0.11%
0.00%
2023 Q2
≈ 0.25 years
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* AVG reported price: weighted average based on position sizes. Larger holdings have proportionally more influence on the average. This doesn't represent the actual buy or sell price. It is the split-adjusted average price of the securities as of the last day of the reported period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.