JPMORGAN CHASE & CO (JPM) Stock Institutional Trading Activity


JPMORGAN CHASE & CO (JPM) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Viking Global Investors, Mairs & Power Growth Fund, Cullen Value Fund, Matrix Advisors Value Fund, and Hancock Classic Value. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2021Disciplined Growth InvestorsBuy1812,096$326
Q1 2021Gardner Russo & QuinnSell-511,3093,079,795$468,837
Q1 2021Torray FundSell-24,930114,382$17,412
Q1 2021Lountzis Asset ManagementBuy1,0501,050$159,841
Q1 2021Giverny CapitalBuy8,817354,432$53,955
Q1 2021Matrix Private Capital GroupBuy3116,445$2,503
Q1 2021Eagle Capital ManagementSell-6,34324,770$3,771
Q1 2021Sequoia Financial AdvisorsBuy6,25783,192$12,664
Q1 2021Matrix Advisors Value FundBuy900216,200$32,912
Q1 2021Mairs & Power Growth FundSell-16,671222,122$33,814
Q1 2021Miller Value PartnersSell-384448,126$68,218
Q1 2021Thunderbird PartnersSell-146,397545,921$83,106
Q1 2021Viking Global InvestorsSell-7,584,658874,417$133,112
Q1 2021Dodge & Cox Stock FundSell-10,954,3671,200,087$182,689
Q1 2021Hancock Classic ValueSell-149,9441,675,711$255,093
Q1 2021Disciplined Growth InvestorsBuy1,9151,915$292
Q4 2020Gardner Russo & QuinnSell-185,2733,591,104$456,322
Q4 2020Torray FundSell-1,128139,312$17,702
Q4 2020Dodge & Cox Stock FundSell-480,74812,154,454$1,544,466
Q4 2020Giverny CapitalBuy9,087345,615$43,917
Q4 2020Matrix Private Capital GroupBuy1,48416,414$2,086
Q4 2020Hillman Value FundBuy6,60038,100$4,841
Q4 2020Sequoia Financial AdvisorsBuy2,30176,935$9,776
Q4 2020Matrix Advisors Value FundBuy1,121215,300$27,358
Q4 2020Mairs & Power Growth FundSell-483238,793$30,343
Q4 2020Miller Value PartnersBuy53,578448,510$56,992
Q4 2020Thunderbird PartnersBuy121,795692,318$87,973
Q4 2020Viking Global InvestorsSell-991,9008,459,075$1,074,895
Q4 2020Hancock Classic ValueSell-9,8511,825,655$231,986
Q3 2020Gardner Russo & QuinnBuy157,2613,776,377$363,552

Frequently asked questions about JPM activity

  • Which institutional owners are buying JPM?

    Institutional owners buying JPM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JPM activity?

    "Buy" means an investor increased their reported position in JPM compared to the prior reporting period. This reflects growing exposure to JPMORGAN CHASE & CO (JPM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JPM increasing?

    Institutional interest in JPM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.