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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- JPMORGAN CHASE & CO (JPM) stock institutional ownership
- JPMORGAN CHASE & CO (JPM) stock insider trading activity
- Stock rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2023 | Lountzis Asset Management | Buy | 75 | 1,415 | $240,692 |
| Q4 2023 | Dodge & Cox Stock Fund | Sell | -4,975 | 325,535 | $55,373,504 |
| Q4 2023 | Eagle Capital Management | Buy | 129 | 20,970 | $3,567 |
| Q4 2023 | Renaissance Technologies LLC | Buy | 890,384 | 893,193 | $151,932 |
| Q4 2023 | Matrix Private Capital Group | Sell | -264 | 10,303 | $1,752,540 |
| Q4 2023 | Giverny Capital | Buy | 167 | 36,773 | $6,255,087 |
| Q4 2023 | Matrix Advisors Value Fund | Sell | -4,460 | 208,218 | $35,417,882 |
| Q4 2023 | Sequoia Financial Advisors | Buy | 59,679 | 281,021 | $47,801,634 |
| Q4 2023 | Brave Warrior Advisors | Sell | -7,382 | 1,656,158 | $281,712,476 |
| Q4 2023 | Mairs & Power Growth Fund | Buy | 41,810 | 1,727,101 | $293,779,880 |
| Q4 2023 | Hancock Classic Value | Sell | -14,331 | 1,768,274 | $300,783,408 |
| Q4 2023 | Cullen Value Fund | Buy | 101,101 | 101,101 | $17,197,313 |
| Q4 2023 | Greenhaven Associates | Buy | 4,500 | 4,723,504 | $803,468,030 |
| Q3 2023 | Gardner Russo & Quinn | Sell | -14,492 | 2,098,425 | $304,313,643 |
| Q3 2023 | Torray Fund | Sell | -3,109 | 102,159 | $14,815,098 |
| Q3 2023 | Dodge & Cox Stock Fund | Sell | -15,875 | 330,510 | $47,930,560 |
| Q3 2023 | Eagle Capital Management | Buy | 9,781 | 20,841 | $3,022 |
| Q3 2023 | Matrix Private Capital Group | Buy | 3 | 10,567 | $1,532,404 |
| Q3 2023 | Bill & Melinda Gates Foundation Trust | Buy | 29,600 | 29,600 | $4,292,592 |
| Q3 2023 | Giverny Capital | Buy | 2,511 | 36,606 | $5,308,602 |
| Q3 2023 | Matrix Advisors Value Fund | Sell | -2,488 | 212,678 | $30,842,564 |
| Q3 2023 | Sequoia Financial Advisors | Buy | 3,666 | 221,342 | $32,098,999 |
| Q3 2023 | Brave Warrior Advisors | Sell | -24,178 | 1,663,540 | $241,246,571 |
| Q3 2023 | Mairs & Power Growth Fund | Buy | 36,403 | 1,685,291 | $244,400,901 |
| Q3 2023 | Hancock Classic Value | Sell | -16,107 | 1,782,605 | $258,513,377 |
| Q3 2023 | Greenhaven Associates | Sell | -87,900 | 4,719,004 | $684,349,960 |
| Q2 2023 | Gardner Russo & Quinn | Buy | 294,058 | 2,112,917 | $307,302,711 |
| Q2 2023 | Torray Fund | Buy | 577 | 105,268 | $15,310,178 |
| Q2 2023 | Lountzis Asset Management | Buy | 290 | 1,340 | $207 |
| Q2 2023 | Dodge & Cox Stock Fund | Sell | -16,415 | 346,385 | $50,378,234 |
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.