JPM

Jpmorgan Chase & Co

Latest period2024 - Q4Total superinvestors753

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 753 superinvestors own shares of Jpmorgan Chase & Co (JPM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Jpmorgan Chase & Co (JPM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Jpmorgan Chase & Co (JPM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Jpmorgan Chase & Co (JPM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lisa Donnelly@Tompkins Financial Corp
Recent Activity
Decreased -0.19%
1.71%
$18.355M
76,572 shares@ 239.71 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 1.79%
0.44%
$17.89M
74,631 shares@ 239.72 avg price
Peter N. Bunitsky@Burns J W & Co Inc Ny
Recent Activity
Decreased -2.37%
2.29%
$17.888M
74,622 shares@ 239.72 avg price
TABITHA GRANZOW@Iowa State Bank
Recent Activity
Decreased -0.64%
3.64%
$17.469M
72,877 shares@ 239.72 avg price
George M. Cohen@Cohen Klingenstein Llc
Recent Activity
0.6%
$17.427M
72,700 shares@ 239.71 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Decreased -6.74%
1.97%
$17.381M
72,508 shares@ 239.72 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 3.22%
1.14%
$17.308M
72,206 shares@ 239.71 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
Decreased -14.38%
1.12%
$17.179M
71,665 shares@ 239.72 avg price
David Layden@Woodstock Corp
Recent Activity
Decreased -1.1%
1.63%
$16.829M
70,207 shares@ 239.71 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
Increased 7.36%
2.56%
$16.701M
69,670 shares@ 239.72 avg price