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
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 57.25%
0.51%
$25.073M
104,595 shares@ 239.72 avg price
Beverly Wong@Dixon Mitchell Investment Counsel Inc.
Recent Activity
Decreased -27.87%
1.16%
$25.057M
104,530 shares@ 239.71 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Decreased -2.92%
1.06%
$24.763M
103,303 shares@ 239.71 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
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 8.44%
1.28%
$23.47M
97,908 shares@ 239.71 avg price
Aryn Sands@Yarbrough Capital, Llc
Recent Activity
0.91%
$23.462M
97,875 shares@ 239.71 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -7.84%
0.72%
$24.822M
97,621 shares@ 254.27 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -2.53%
0.04%
$23.097M
96,355 shares@ 239.71 avg price
Jim Pirak@Talbot Financial, Llc
Recent Activity
Decreased -0.4%
2.74%
$23.024M
96,049 shares@ 239.72 avg price