JPMORGAN CHASE & CO (JPM) Institutional Ownership Changes & 13F Activity

JPMORGAN CHASE & CO (JPM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Viking Global Investors, Renaissance Technologies LLC, Gardner Russo & Quinn, Mairs & Power Growth Fund, and Parnassus Endeavor Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2021Eagle Capital ManagementBuy38325,559$4,184
Q3 2021Torray FundBuy294114,602$18,759
Q3 2021Matrix Private Capital GroupBuy18315,407$2,522
Q3 2021Disciplined Growth InvestorsSell-1431,953$320
Q2 2021Renaissance Technologies LLCSell-1,770,600434,186$67,533
Q2 2021Dodge & Cox Stock FundSell-588,458611,629$95,133
Q2 2021Gardner Russo & QuinnSell-291,6552,788,140$433,667
Q2 2021Thunderbird PartnersSell-245,808300,113$46,680
Q2 2021Sequoia Financial AdvisorsBuy11,42894,620$14,717
Q2 2021Giverny CapitalBuy9,056363,488$56,537
Q2 2021Hancock Classic ValueBuy8,1031,683,814$261,900
Q2 2021Miller Value PartnersBuy6,000454,126$70,635
Q2 2021Mairs & Power Growth FundSell-2,445219,677$34,169
Q2 2021Matrix Advisors Value FundSell-1,707214,493$33,362
Q2 2021Matrix Private Capital GroupSell-1,22115,224$2,368
Q2 2021Eagle Capital ManagementBuy40625,176$3,916
Q2 2021Eagle Capital ManagementSell-29210,385$1,615
Q2 2021Disciplined Growth InvestorsBuy1812,096$326
Q2 2021Torray FundSell-74114,308$17,779
Q1 2021Gardner Russo & QuinnSell-511,3093,079,795$468,837
Q1 2021Thunderbird PartnersSell-146,397545,921$83,106
Q1 2021Torray FundSell-24,930114,382$17,412
Q1 2021Mairs & Power Growth FundSell-16,671222,122$33,814
Q1 2021Giverny CapitalBuy8,817354,432$53,955
Q1 2021Eagle Capital ManagementSell-6,34324,770$3,771
Q1 2021Sequoia Financial AdvisorsBuy6,25783,192$12,664
Q1 2021Lountzis Asset ManagementBuy1,0501,050$159,841
Q1 2021Matrix Advisors Value FundBuy900216,200$32,912
Q1 2021Miller Value PartnersSell-384448,126$68,218
Q1 2021Matrix Private Capital GroupBuy3116,445$2,503

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.

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