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 Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 8.44%
1.28%
$23.47M
97,908 shares@ 239.71 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 39.89%
0.42%
$22.923M
95,629 shares@ 239.72 avg price
Kevin Sanger@Jgp Wealth Management, Llc
Recent Activity
Increased 0.69%
2.87%
$22.146M
92,387 shares@ 239.71 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 4.51%
0.38%
$21.757M
90,763 shares@ 239.72 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 11.03%
1.86%
$21.75M
90,733 shares@ 239.72 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 0.94%
1.37%
$21.558M
89,933 shares@ 239.72 avg price
Amy Jones@Barlow Wealth Partners, Inc.
Recent Activity
Increased 8.56%
2.75%
$21.704M
86,009 shares@ 252.36 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Increased 1.08%
1.35%
$20.588M
85,886 shares@ 239.71 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 6.11%
1.12%
$20.521M
85,609 shares@ 239.72 avg price
Patricia Hatzfeld@Ritholtz Wealth Management
Recent Activity
Increased 5.47%
0.55%
$18.493M
77,147 shares@ 239.72 avg price