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
Richard A. Handelman@Meyer Handelman Co
Recent Activity
Decreased -0.22%
2.48%
$71.554M
298,501 shares@ 239.72 avg price
Christina Walsh@Alpha Cubed Investments, Llc
Recent Activity
Increased 17.07%
3.12%
$68.236M
284,661 shares@ 239.72 avg price
Tom Mathew@Beacon Investment Advisory Services, Inc.
Recent Activity
Decreased -0.61%
2.79%
$64.2M
267,825 shares@ 239.72 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Increased 2.58%
1.94%
$60.5M
252,390 shares@ 239.72 avg price
Myrka Barcenas@Zwj Investment Counsel Inc
Recent Activity
Decreased -1.42%
2.41%
$58.238M
242,954 shares@ 239.71 avg price
Jayme Herbstreit@Argent Capital Management Llc
Recent Activity
Decreased -1.96%
1.62%
$57.038M
237,948 shares@ 239.71 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
Decreased 0%
1.48%
$48.744M
231,167 shares@ 210.87 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Decreased -2%
1.8%
$54.797M
228,599 shares@ 239.71 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 0.19%
1.07%
$52.321M
218,268 shares@ 239.72 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Increased 1.65%
2.5%
$51.375M
214,320 shares@ 239.71 avg price