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
Donald O. Dempster@Dlk Investment Management, Llc
Recent Activity
Increased 1.09%
3.84%
$9.179M
38,293 shares@ 239.72 avg price
Cydney Shapleigh@New Hampshire Trust
Recent Activity
Increased 0.88%
1.82%
$8.628M
35,995 shares@ 239.72 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 1.82%
0.74%
$8.434M
35,185 shares@ 239.71 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Increased 4.37%
0.82%
$7.924M
33,057 shares@ 239.72 avg price
Georgann Ramage@West Branch Capital Llc
Recent Activity
Increased 2.15%
2.53%
$7.905M
32,979 shares@ 239.71 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
Increased 0.82%
3.92%
$7.774M
32,431 shares@ 239.71 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Increased 2.03%
2.15%
$7.358M
30,697 shares@ 239.72 avg price
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
Increased 0.15%
0.91%
$7.218M
30,111 shares@ 239.72 avg price
Nancy E Renshaw@Compton Wealth Advisory Group, Llc
Recent Activity
Increased 1.61%
1.86%
$7.172M
29,918 shares@ 239.71 avg price
Patrick Connerty@Enterprise Bank & Trust Co
Recent Activity
Increased 0.95%
2.34%
$7.083M
29,547 shares@ 239.71 avg price