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 Torray Fund, Sequoia Financial Advisors, Parnassus Endeavor Fund, Hancock Classic Value, and Matrix Advisors Value Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2025Hancock Classic ValueBuy30,083342,316$99,240,832
Q2 2025Renaissance Technologies LLCSell-23,0822,078$603,400
Q2 2025Sequoia Financial AdvisorsBuy11,624360,312$104,457,947
Q2 2025Dodge & Cox Stock FundSell-9,340267,683$77,603,979
Q2 2025Torray FundSell-8,69353,404$15,482,354
Q2 2025Giverny CapitalBuy6,46750,950$14,770,915
Q2 2025Matrix Advisors Value FundSell-5,378139,183$40,350,410
Q2 2025Kahn Brothers GroupBuy2,7752,775$804,500
Q2 2025Cullen Value FundBuy1,776103,470$29,997,018
Q2 2025Matrix Private Capital GroupSell-1,0828,693$2,520,188
Q2 2025Eagle Capital ManagementSell-3201,109$321,510
Q2 2025Lountzis Asset ManagementSell-921,216$352,531
Q2 2025Eagle Capital ManagementBuy121,857$6,337
Q1 2025Viking Global InvestorsSell-5,294,5392,171,648$532,705,254
Q1 2025Parnassus Endeavor FundBuy373,822373,822$91,698,537
Q1 2025Hancock Classic ValueSell-304,534312,233$76,590,755
Q1 2025Gardner Russo & QuinnSell-218,3551,043,354$255,934,794
Q1 2025Sequoia Financial AdvisorsBuy56,110348,688$85,533,038
Q1 2025Mairs & Power Growth FundSell-51,5191,662,770$407,877,481
Q1 2025Renaissance Technologies LLCBuy23,15225,160$6,172,635
Q1 2025Matrix Advisors Value FundSell-17,245144,561$35,460,881
Q1 2025Torray FundSell-16,99662,097$15,232,394
Q1 2025Dodge & Cox Stock FundSell-16,257277,023$67,953,742
Q1 2025Giverny CapitalBuy62144,483$10,911,680
Q1 2025Matrix Private Capital GroupSell-4939,775$2,397,807
Q1 2025Eagle Capital ManagementBuy3201,429$350,534
Q1 2025Cullen Value FundBuy195101,694$24,945,516
Q1 2025Eagle Capital ManagementSell-9321,856$5,361
Q1 2025Lountzis Asset ManagementSell-591,308$320,156
Q4 2024Viking Global InvestorsBuy3,769,6527,466,187$1,789,719,686

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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