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
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
Q4 2023Lountzis Asset ManagementBuy751,415$240,692
Q3 2023Greenhaven AssociatesSell-87,9004,719,004$684,349,960
Q3 2023Mairs & Power Growth FundBuy36,4031,685,291$244,400,901
Q3 2023Bill & Melinda Gates Foundation TrustBuy29,60029,600$4,292,592
Q3 2023Brave Warrior AdvisorsSell-24,1781,663,540$241,246,571
Q3 2023Hancock Classic ValueSell-16,1071,782,605$258,513,377
Q3 2023Dodge & Cox Stock FundSell-15,875330,510$47,930,560
Q3 2023Gardner Russo & QuinnSell-14,4922,098,425$304,313,643
Q3 2023Eagle Capital ManagementBuy9,78120,841$3,022
Q3 2023Sequoia Financial AdvisorsBuy3,666221,342$32,098,999
Q3 2023Torray FundSell-3,109102,159$14,815,098
Q3 2023Giverny CapitalBuy2,51136,606$5,308,602
Q3 2023Matrix Advisors Value FundSell-2,488212,678$30,842,564
Q3 2023Matrix Private Capital GroupBuy310,567$1,532,404
Q2 2023Mairs & Power Growth FundBuy362,6091,648,888$239,814,271
Q2 2023Gardner Russo & QuinnBuy294,0582,112,917$307,302,711
Q2 2023Greenhaven AssociatesBuy68,1204,806,904$699,116,118
Q2 2023Hancock Classic ValueSell-59,6401,798,712$261,604,673
Q2 2023Dodge & Cox Stock FundSell-16,415346,385$50,378,234
Q2 2023Eagle Capital ManagementSell-16,01411,060$1,609
Q2 2023Sequoia Financial AdvisorsSell-15,957217,676$31,658,824

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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