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
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 1.79%
0.44%
$17.89M
74,631 shares@ 239.72 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 3.22%
1.14%
$17.308M
72,206 shares@ 239.71 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
Increased 7.36%
2.56%
$16.701M
69,670 shares@ 239.72 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 1.14%
1.25%
$13.304M
69,288 shares@ 192.01 avg price
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Increased 3.53%
2.1%
$16.089M
67,140 shares@ 239.64 avg price
Aaron Coholan@Jcic Asset Management Inc.
Recent Activity
Increased 1.57%
6.51%
$16.048M
66,946 shares@ 239.72 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 12.73%
0.75%
$14.812M
61,791 shares@ 239.71 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Increased 2.43%
0.64%
$14.452M
60,290 shares@ 239.71 avg price
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
Increased 24.95%
0.95%
$14.083M
58,748 shares@ 239.72 avg price
Francois Cardin@Addenda Capital Inc.
Recent Activity
Increased 9.43%
0.49%
$13.782M
57,494 shares@ 239.72 avg price