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JPMorgan Chase & Co

JPM

JPMorgan Chase & Co

JPMorgan Chase & Co 13F Holders

JPM Stock Ownership Activity

# of activities:
11
AVG reported price*:
$167.82
Current price*:
+105.27%($344.48)
11 value investing gurus have made changes to the JPMorgan Chase & Co (JPM) position according to the gurus' 2023 Q4 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 6 super investor(s).

Which gurus or hedge funds bought JPM in 2023 Q4?

According to the 2023 Q4 SEC filing(s) JPMorgan Chase & Co (JPM) has been bought by 4 gurus / funds: Edgar Wachenheim III - Greenhaven Associates (added shares +0.10%), Mairs & Power Growth Fund (added shares +3.36%), Francois Rochon - Giverny Capital (added shares +0.46%) and Paul Lountzis - Lountzis Asset Management (new buy).
To see more about who is investing in JPMorgan Chase & Co (JPM), please go to the JPM ownership page.
11 results
History Name Company % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		% of
portfolio 		Held since* Held for*
Paul Lountzis
Lountzis Asset Management
new
+1,415
1,415
+0.13%
0.13%
2023 Q4
≈ 0.25 years
Andrew R. Adams
Mairs & Power Growth Fund
+3.36%
+41,000
1,263,000
+0.14%
4.28%
2022 Q1
≈ 2.00 years
Francois Rochon
Giverny Capital
+0.46%
+167
36,773
+0%
0.29%
2016 Q2
≈ 7.75 years
Edgar Wachenheim III
Greenhaven Associates
+0.10%
+4,500
4,723,504
+0.01%
8.57%
2014 Q4
≈ 9.25 years
Thomas Graham, Alan, Irving Kahns
Kahn Brothers Group
-0.02%
-1
5,774
-0%
0.15%
2020 Q1
≈ 4.00 years
Glenn Greenberg
Brave Warrior Advisors
-0.44%
-7,382
1,656,158
-0.03%
6.72%
2014 Q3
≈ 9.50 years
David Katz
Matrix Advisors Value Fund
-3.14%
-500
15,400
-0.16%
4.33%
2020 Q1
≈ 4.00 years
Christopher Davis
Clipper Fund
-3.21%
-5,560
167,672
-0.1%
2.67%
2019 Q3
≈ 4.50 years
Thomas Russo
Gardner Russo & Quinn
-3.58%
-75,056
2,023,369
-0.14%
3.51%
2017 Q4
≈ 6.25 years
Jim Cullen
Cullen Value Fund
-9.88%
-513
4,678
-0.42%
3.59%
2019 Q3
≈ 4.50 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.