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JPM - JPMorgan Chase & Co Stock Price, Fair Value and News
192.14
USD
+2.73
(+1.44%)
Market Closed
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JPM
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Funds-Owners-Holders
Which funds bought or sold JPM recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-22
PARSONS CAPITAL MANAGEMENT INC/RI
REDUCED
Premium
Premium
Premium
Premium
144,565
2024-04-22
SHIKIAR ASSET MANAGEMENT INC
ADDED
Premium
Premium
Premium
Premium
2,990
2024-04-22
ROVIN CAPITAL /UT/ /ADV
UNCHANGED
Premium
Premium
Premium
Premium
3,070
2024-04-22
RAYMOND JAMES & ASSOCIATES
ADDED
Premium
Premium
Premium
Premium
9,320,640
2024-04-22
RAYMOND JAMES & ASSOCIATES
REDUCED
Premium
Premium
Premium
Premium
17,491
2024-04-22
America First Investment Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,529
2024-04-22
Hanson & Doremus Investment Management
REDUCED
Premium
Premium
Premium
Premium
17,827
2024-04-22
Raymond James Financial Services Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
4,273,180
2024-04-22
Raymond James Financial Services Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
29,917
2024-04-22
DONALDSON CAPITAL MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
343,502
2024-04-22
STERLING INVESTMENT MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
1,398
2024-04-22
Kessler Investment Group, LLC
REDUCED
Premium
Premium
Premium
Premium
26.00
2024-04-22
MetLife Investment Management, LLC
REDUCED
Premium
Premium
Premium
Premium
701,747
2024-04-22
Boston Trust Walden Corp
REDUCED
Premium
Premium
Premium
Premium
1,193,240
2024-04-22
Hendershot Investments Inc.
UNCHANGED
Premium
Premium
Premium
Premium
8,333
2024-04-22
Consolidated Investment Group LLC
UNCHANGED
Premium
Premium
Premium
Premium
27,692
2024-04-22
Strategic Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
42,814
2024-04-22
QV Investors Inc.
REDUCED
Premium
Premium
Premium
Premium
35,310
2024-04-22
Oakworth Capital, Inc.
REDUCED
Premium
Premium
Premium
Premium
200,373
2024-04-22
EFG Asset Management (Americas) Corp.
REDUCED
Premium
Premium
Premium
Premium
30,985
2024-04-22
CKW FINANCIAL GROUP
REDUCED
Premium
Premium
Premium
Premium
10,987
2024-04-22
Westbourne Investment Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
8,553
2024-04-22
Genesee Capital Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-22
Cottage Street Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
34,901
2024-04-22
Bristlecone Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
40,234
Rows per page:
10
25
50
All
1–25 of 1889
Which funds are the top buyers of JPM?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
272,426,000
46,339,700,000
1.01%
BlackRock Inc.
191,757,000
32,617,800,000
0.83%
STATE STREET CORP
125,159,000
21,289,600,000
1.04%
JPMORGAN CHASE & CO
79,831,200
2,024,520,000
0.20%
MORGAN STANLEY
64,841,200
11,029,500,000
0.97%
GEODE CAPITAL MANAGEMENT, LLC
55,324,300
9,385,580,000
0.98%
FMR LLC
52,605,100
8,948,120,000
0.69%
BANK OF AMERICA CORP /DE/
51,065,500
8,686,230,000
0.88%
WHALEROCK POINT PARTNERS, LLC
47,844,000
8,138,270,000
2.51%
Capital International Investors
41,516,700
7,062,090,000
1.58%
Rows per page:
10
1–10 of 94
Which funds have put a big percent of portfolio in JPM?
Fund Name
$ Value
% Port.
Guidance Point Advisors, LLC
68,209,700
25.23%
Manteio Capital LLC
265,000
25.17%
Global Frontier Investments LLC
64,468,000
22.15%
Courant Investment Management LLC
22,952,800
19.08%
Exane Asset Management
21,568,700
18.31%
SEARLE & CO.
44,562,800
12.19%
Vantis Investment Advisers L.P.
11,116,000
11.51%
Gemsstock Ltd.
28,593,800
10.61%
Unisphere Establishment
952,560,000
9.85%
CINCINNATI CASUALTY CO
15,819,300
9.28%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold JPM
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Unisphere Establishment
952,560,000
First Financial Bankshares Inc
142,007,000
Colony Group, LLC
94,710,000
Capitolis Liquid Global Markets LLC
93,555,000
Sculptor Capital LP
81,188,700
Sculptor Capital LP
81,188,700
GROUPAMA ASSET MANAGMENT
79,912,100
GROUPAMA ASSET MANAGMENT
79,912,100
Additions
Fund Name
% Increased
Copeland Capital Management, LLC
7,438
Teamwork Financial Advisors, LLC
1,983
San Luis Wealth Advisors LLC
1,645
NORDEN GROUP LLC
921
Lloyd Advisory Services, LLC.
584
Kesler, Norman & Wride, LLC
350
PFG Investments, LLC
184
Inscription Capital, LLC
170
Reductions
Fund Name
% Reduced
Kessler Investment Group, LLC
-99.66
CMT Capital Markets Trading GmbH
-98.85
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
-96.61
Signature Wealth Management Group
-91.92
EXCHANGE TRADED CONCEPTS, LLC
-90.38
MILLENNIUM MANAGEMENT LLC
-90.01
TCWP LLC
-82.07
Stonehage Fleming Financial Services Holdings Ltd
-78.91
Sold off
Fund Name
$ Sold
CANTOR FITZGERALD, L. P.
-56,659,400
Mesirow Financial Investment Management, Inc.
-19,496,800
Empyrean Capital Partners, LP
-18,562,600
Vancity Investment Management Ltd
-13,656,000
Hudson Bay Capital Management LP
-11,601,600
Twin Tree Management, LP
-8,861,880
Gillson Capital LP
-7,845,000
Kiwi Wealth Investments Limited Partnership
-7,044,060