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 2023Brave Warrior AdvisorsSell-10,0291,687,718$245,461,706
Q2 2023Matrix Private Capital GroupSell-1,18710,564$1,536,397
Q2 2023Giverny CapitalBuy1,06934,095$4,958,777
Q2 2023Torray FundBuy577105,268$15,310,178
Q2 2023Lountzis Asset ManagementBuy2901,340$207
Q2 2023Eagle Capital ManagementBuy2848,808$1,281,036
Q2 2023Matrix Advisors Value FundBuy148215,166$31,293,743
Q1 2023Renaissance Technologies LLCSell-3,198,6772,809$366
Q1 2023Mairs & Power Growth FundBuy304,4801,286,279$167,615,016
Q1 2023Miller Value PartnersSell-79,264269,917$35,172,938
Q1 2023Greenhaven AssociatesSell-57,0004,738,784$617,510,943
Q1 2023Hancock Classic ValueSell-56,4331,858,352$242,161,849
Q1 2023Dodge & Cox Stock FundSell-51,200362,800$47,276,468
Q1 2023Gardner Russo & QuinnSell-25,2051,818,859$237,015,460
Q1 2023Sequoia Financial AdvisorsBuy12,897233,633$30,444,682
Q1 2023Brave Warrior AdvisorsSell-11,4181,697,747$221,233,412
Q1 2023Matrix Advisors Value FundSell-4,002215,018$28,018,996
Q1 2023Giverny CapitalBuy1,78533,026$4,303,618
Q1 2023Matrix Private Capital GroupSell-1,41811,751$1,531,240
Q1 2023Torray FundSell-570104,691$13,642,284
Q4 2022Gardner Russo & QuinnSell-84,5001,844,064$247,289,037
Q4 2022Sequoia Financial AdvisorsBuy58,666220,736$29,600,713
Q4 2022Miller Value PartnersSell-42,622349,181$46,825,236
Q4 2022Dodge & Cox Stock FundSell-38,360414,000$55,517,400
Q4 2022Brave Warrior AdvisorsSell-26,1361,709,165$229,199,026
Q4 2022Greenhaven AssociatesSell-25,2004,795,784$643,114,634
Q4 2022Mairs & Power Growth FundBuy21,606981,799$131,659,246
Q4 2022Giverny CapitalBuy2,72231,241$4,189
Q4 2022Hancock Classic ValueBuy2,3071,914,785$256,772,669
Q4 2022Matrix Advisors Value FundSell-2,258219,020$29,370,582

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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