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
Helen Halloran@Wela Strategies, Inc.
Recent Activity
New Position
0.3%
$679,476
1,398 shares@ 486.04 avg price
Dan Mohr@Retireful, Llc
Recent Activity
New Position
0.19%
$329,122
1,373 shares@ 239.72 avg price
Joel W. Lake@Capstone Wealth Management, Llc
Recent Activity
New Position
0.28%
$285,495
1,191 shares@ 239.72 avg price
Dana M. Jones@Websterrogers Financial Advisors, Llc
Recent Activity
New Position
0.1%
$275,109
1,147 shares@ 239.86 avg price
Colleen Kelly@Fortis Advisors, Llc
Recent Activity
New Position
0.18%
$259,127
1,081 shares@ 239.72 avg price
Wren Green@Act Advisors, Llc.
Recent Activity
New Position
0.14%
$245,609
1,025 shares@ 239.62 avg price
Brian Glas@Noble Family Wealth, Llc
Recent Activity
New Position
0.07%
$227,354
950 shares@ 239.32 avg price
Lon M. Magness@Reliant Investment Management, Llc
Recent Activity
New Position
0.1%
$218,376
911 shares@ 239.72 avg price
C Lindner@Trust Co Of Kansas
Recent Activity
New Position
0.11%
$215,000
899 shares@ 239.16 avg price
Ashleigh Swayze@Chb Investment Group, Llc
Recent Activity
New Position
0.12%
$210,000
878 shares@ 239.18 avg price