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
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 19.01%
0.35%
$33.537M
139,906 shares@ 239.72 avg price
Kendra Means@Verity & Verity, Llc
Recent Activity
Increased 10.5%
2.75%
$30.1M
125,567 shares@ 239.72 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 0.08%
2.45%
$29.583M
123,413 shares@ 239.71 avg price
Christopher Dautrich@Stillwater Capital Advisors, Llc
Recent Activity
Increased 0.27%
3.34%
$26.946M
112,410 shares@ 239.72 avg price
Michael J. Newman@Burney Co
Recent Activity
Increased 376.58%
0.94%
$26.488M
110,499 shares@ 239.71 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 12.76%
1.46%
$26.132M
109,013 shares@ 239.72 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 11.91%
1.3%
$25.684M
107,146 shares@ 239.72 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 57.25%
0.51%
$25.073M
104,595 shares@ 239.72 avg price
Chad Beaty@Trust Co Of Toledo Na Oh
Recent Activity
Increased 0.07%
3.21%
$24.426M
101,897 shares@ 239.72 avg price
David Bordes@Cullen Investment Group, Ltd.
Recent Activity
Increased 0.31%
3.59%
$24.33M
101,499 shares@ 239.72 avg price