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
Q2 2024Eagle Capital ManagementBuy8421,867$4,423
Q1 2024Renaissance Technologies LLCSell-582,551310,642$62,222
Q1 2024Hancock Classic ValueSell-453,5191,314,755$263,345,427
Q1 2024Brave Warrior AdvisorsSell-357,5301,298,628$260,115,188
Q1 2024Gardner Russo & QuinnSell-312,8751,710,494$342,611,855
Q1 2024Greenhaven AssociatesSell-97,1204,626,384$926,664,715
Q1 2024Torray FundSell-88,95112,869$18,537,164
Q1 2024Matrix Advisors Value FundSell-23,973184,245$36,904,274
Q1 2024Mairs & Power Growth FundSell-10,5551,716,546$343,824,164
Q1 2024Sequoia Financial AdvisorsSell-5,940275,081$55,098,600
Q1 2024Dodge & Cox Stock FundSell-4,970320,565$64,209,170
Q1 2024Giverny CapitalBuy2,43039,203$7,852,361
Q1 2024Cullen Value FundBuy1,233102,334$20,350,202
Q1 2024Eagle Capital ManagementBuy81321,783$4,363
Q1 2024Eagle Capital ManagementSell-6628,146$1,631,644
Q1 2024Matrix Private Capital GroupSell-12410,179$2,038,854
Q4 2023Renaissance Technologies LLCBuy890,384893,193$151,932
Q4 2023Cullen Value FundBuy101,101101,101$17,197,313
Q4 2023Gardner Russo & QuinnSell-75,0562,023,369$344,175,095
Q4 2023Sequoia Financial AdvisorsBuy59,679281,021$47,801,634
Q4 2023Mairs & Power Growth FundBuy41,8101,727,101$293,779,880
Q4 2023Hancock Classic ValueSell-14,3311,768,274$300,783,408
Q4 2023Brave Warrior AdvisorsSell-7,3821,656,158$281,712,476
Q4 2023Dodge & Cox Stock FundSell-4,975325,535$55,373,504
Q4 2023Greenhaven AssociatesBuy4,5004,723,504$803,468,030
Q4 2023Matrix Advisors Value FundSell-4,460208,218$35,417,882
Q4 2023Torray FundSell-339101,820$17,319,582
Q4 2023Matrix Private Capital GroupSell-26410,303$1,752,540
Q4 2023Giverny CapitalBuy16736,773$6,255,087
Q4 2023Eagle Capital ManagementBuy12920,970$3,567

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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