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
Q1 2022Torray FundSell-18,77289,827$12,245
Q1 2022Miller Value PartnersSell-11,019394,190$53,736
Q1 2022Chou Associates ManagementSell-10,00024,275$3,309
Q1 2022Giverny CapitalBuy9,261276,548$37,699
Q1 2022Hancock Classic ValueBuy4,4091,748,831$238,401
Q1 2022Matrix Advisors Value FundBuy2,690218,372$29,769
Q1 2022Eagle Capital ManagementBuy52826,942$3,673
Q1 2022Matrix Private Capital GroupBuy6015,716$2,142
Q4 2021Renaissance Technologies LLCBuy3,138,2003,341,486$529,124
Q4 2021Gardner Russo & QuinnSell-171,1522,344,257$371,213
Q4 2021Giverny CapitalSell-114,483267,287$42,325
Q4 2021Sequoia Financial AdvisorsBuy69,37693,970$14,880
Q4 2021Miller Value PartnersSell-46,754405,209$64,164
Q4 2021Dodge & Cox Stock FundSell-29,605524,836$83,108
Q4 2021Hancock Classic ValueBuy28,1831,744,422$276,229
Q4 2021Mairs & Power Growth FundBuy21,619243,681$38,587
Q4 2021Torray FundSell-6,003108,599$17,197
Q4 2021Eagle Capital ManagementBuy85526,414$4,183
Q4 2021Matrix Advisors Value FundBuy459215,682$34,153
Q4 2021Disciplined Growth InvestorsSell-3421,611$255
Q4 2021Matrix Private Capital GroupBuy24915,656$2,479
Q3 2021Gardner Russo & QuinnSell-272,7312,515,409$411,747
Q3 2021Renaissance Technologies LLCSell-230,900203,286$33,276
Q3 2021Sequoia Financial AdvisorsSell-70,02624,594$4,026
Q3 2021Dodge & Cox Stock FundSell-57,188554,441$90,756
Q3 2021Hancock Classic ValueBuy32,4251,716,239$280,931
Q3 2021Giverny CapitalBuy18,282381,770$62,492
Q3 2021Mairs & Power Growth FundBuy2,385222,062$36,349
Q3 2021Miller Value PartnersSell-2,163451,963$73,982
Q3 2021Matrix Advisors Value FundBuy730215,223$35,230

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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