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
Ryan Gough@Perfromance Wealth Partners, Llc
Recent Activity
Increased 9.65%
1.4%
$43.527M
181,580 shares@ 239.72 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 5.11%
0.42%
$41.047M
171,239 shares@ 239.71 avg price
Sandy Ruby@Community Trust & Investment Co
Recent Activity
Decreased -0.69%
2.54%
$40.91M
170,663 shares@ 239.72 avg price
Faris F. Chesley@Chesley Taft & Associates Llc
Recent Activity
Decreased -1.6%
1.9%
$40.881M
170,545 shares@ 239.72 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -15.21%
1.96%
$38.52M
160,694 shares@ 239.72 avg price
Diana H. Inman@Franklin Street Advisors Inc Nc
Recent Activity
Decreased -0.54%
2.4%
$36.039M
150,344 shares@ 239.72 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 27.2%
3.44%
$33.967M
141,701 shares@ 239.71 avg price
Frank Anastasi@Neville Rodie & Shaw Inc
Recent Activity
Increased 3.06%
2.47%
$33.842M
141,181 shares@ 239.71 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 19.01%
0.35%
$33.537M
139,906 shares@ 239.72 avg price
John DIce@Lafleur & Godfrey Llc
Recent Activity
Decreased -1.06%
4.56%
$33.2M
138,499 shares@ 239.72 avg price