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 2022Dodge & Cox Stock FundSell-12,050452,360$47,272
Q3 2022Sequoia Financial AdvisorsBuy9,914162,070$16,939
Q3 2022Brave Warrior AdvisorsSell-2,4891,735,301$181,339
Q3 2022Matrix Private Capital GroupSell-2,40313,244$1,384
Q3 2022Miller Value PartnersBuy1,966391,803$40,944
Q3 2022Torray FundBuy1,476105,356$11,010
Q3 2022Matrix Advisors Value FundSell-901221,278$23,124
Q2 2022Greenhaven AssociatesBuy3,886,8454,533,856$510,558
Q2 2022Renaissance Technologies LLCBuy2,791,4573,931,843$442,765
Q2 2022Hancock Classic ValueBuy185,1851,934,016$217,790
Q2 2022Gardner Russo & QuinnSell-178,5401,954,492$220,095
Q2 2022Brave Warrior AdvisorsBuy143,8371,737,790$195,693
Q2 2022Dodge & Cox Stock FundSell-21,086464,410$52,297
Q2 2022Sequoia Financial AdvisorsBuy16,934152,156$17,136
Q2 2022Torray FundBuy14,053103,880$11,698
Q2 2022Mairs & Power Growth FundBuy9,048514,254$57,910
Q2 2022Giverny CapitalBuy7,609284,157$31,999
Q2 2022Miller Value PartnersSell-4,353389,837$43,899
Q2 2022Matrix Advisors Value FundBuy3,807222,179$25,020
Q2 2022Eagle Capital ManagementSell-1,5778,808$992
Q2 2022Eagle Capital ManagementBuy13227,074$3,049
Q2 2022Matrix Private Capital GroupSell-6915,647$1,762
Q1 2022Renaissance Technologies LLCSell-2,201,1001,140,386$155,457
Q1 2022Viking Global InvestorsSell-754,711119,706$16,318
Q1 2022Greenhaven AssociatesBuy642,011647,011$88,201
Q1 2022Brave Warrior AdvisorsSell-397,1721,593,953$217,288
Q1 2022Mairs & Power Growth FundBuy261,525505,206$68,870
Q1 2022Gardner Russo & QuinnSell-211,2252,133,032$290,775
Q1 2022Sequoia Financial AdvisorsBuy41,252135,222$18,434
Q1 2022Dodge & Cox Stock FundSell-39,340485,496$66,183

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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