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JPM - JPMorgan Chase & Co Stock Price, Fair Value and News
204.81
USD
+2.34
(+1.16%)
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
2024-05-17
Rokos Capital Management LLP
NEW
Premium
Premium
Premium
Premium
218,431
2024-05-17
Advisory Resource Group
NEW
Premium
Premium
Premium
Premium
1,157
2024-05-17
Kozak & Associates, Inc.
REDUCED
Premium
Premium
Premium
Premium
8,061
2024-05-17
Heartland Bank & Trust Co
REDUCED
Premium
Premium
Premium
Premium
19,085
2024-05-17
Investmark Advisory Group LLC
ADDED
Premium
Premium
Premium
Premium
4,082
2024-05-17
MONTCHANIN ASSET MANAGEMENT, LLC
NEW
Premium
Premium
Premium
Premium
26,872
2024-05-17
Plato Investment Management Ltd
ADDED
Premium
Premium
Premium
Premium
53,383
2024-05-17
Aspect Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
1,292
2024-05-17
Lummis Asset Management, LP
UNCHANGED
Premium
Premium
Premium
Premium
182
2024-05-17
New Covenant Trust Company, N.A.
NEW
Premium
Premium
Premium
Premium
6,019
2024-05-17
CITIZENS FINANCIAL GROUP INC/RI
ADDED
Premium
Premium
Premium
Premium
179,672
2024-05-17
CCM INVESTMENT ADVISERS LLC
REDUCED
Premium
Premium
Premium
Premium
90,719
2024-05-16
AVENIR CORP
UNCHANGED
Premium
Premium
Premium
Premium
2,924
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
ADDED
Premium
Premium
Premium
Premium
4,676,600
2024-05-16
CASTLEARK MANAGEMENT LLC
UNCHANGED
Premium
Premium
Premium
Premium
72,365
2024-05-16
Meiji Yasuda Life Insurance Co
ADDED
Premium
Premium
Premium
Premium
137,702
2024-05-16
KLCM Advisors, Inc.
REDUCED
Premium
Premium
Premium
Premium
14,093
2024-05-16
LEVIN CAPITAL STRATEGIES, L.P.
REDUCED
Premium
Premium
Premium
Premium
182,336
2024-05-16
Jaffetilchin Investment Partners, LLC
ADDED
Premium
Premium
Premium
Premium
40,440
2024-05-16
Jaffetilchin Investment Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
8,150
2024-05-16
Ancora Advisors LLC
ADDED
Premium
Premium
Premium
Premium
303,966
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
162,967
2024-05-16
Motley Fool Asset Management LLC
ADDED
Premium
Premium
Premium
Premium
85,099
2024-05-16
First Western Trust Bank
REDUCED
Premium
Premium
Premium
Premium
55,976
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
814,860
Rows per page:
10
25
50
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1–25 of 1835
Which funds are the top buyers of JPM?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
271,077,000
54,296,700,000
1.07%
BlackRock Inc.
196,123,000
39,283,400,000
0.91%
STATE STREET CORP
125,849,000
25,207,600,000
1.13%
JPMORGAN CHASE & CO
84,328,200
2,402,510,000
0.20%
MORGAN STANLEY
66,729,400
13,365,900,000
1.07%
GEODE CAPITAL MANAGEMENT, LLC
56,909,800
11,368,100,000
1.05%
FMR LLC
55,364,800
11,089,600,000
0.74%
BANK OF AMERICA CORP /DE/
51,021,700
10,219,700,000
0.96%
Capital International Investors
42,295,000
8,471,690,000
1.72%
WELLINGTON MANAGEMENT GROUP LLP
38,975,500
7,806,790,000
1.38%
Rows per page:
10
1–10 of 93
Which funds have put a big percent of portfolio in JPM?
Fund Name
$ Value
% Port.
Guidance Point Advisors, LLC
80,468,600
26.25%
Manteio Capital LLC
265,000
25.17%
TAM Capital Management Inc.
28,871,400
24.01%
Global Frontier Investments LLC
75,913,000
22.24%
Courant Investment Management LLC
22,952,800
19.08%
SEARLE & CO.
52,472,000
13.38%
Vantis Investment Advisers L.P.
11,116,000
11.51%
Unisphere Establishment
1,136,700,000
11.48%
CINCINNATI CASUALTY CO
18,627,900
10.19%
Gemsstock Ltd.
26,339,400
9.94%
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
Swedbank AB
800,130,000
Federation des caisses Desjardins du Quebec
196,717,000
M&G Plc
92,090,200
ING GROEP NV
73,014,200
BRYN MAWR TRUST Co
46,560,600
PAYDEN & RYGEL INVESTMENT GROUP
45,418,000
TWO SIGMA ADVISERS, LP
43,785,600
Rokos Capital Management LLP
43,762,700
Additions
Fund Name
% Increased
UBS Group AG
8,682
GW&K Investment Management, LLC
3,008
Plato Investment Management Ltd
1,211
Empirical Asset Management, LLC
1,136
CMT Capital Markets Trading GmbH
1,025
Stone House Investment Management, LLC
622
Andra AP-fonden
573
MALTESE CAPITAL MANAGEMENT LLC
553
Reductions
Fund Name
% Reduced
WHALEROCK POINT PARTNERS, LLC
-99.9
EntryPoint Capital, LLC
-99.34
Tower Research Capital LLC (TRC)
-98.97
EVERGREEN CAPITAL MANAGEMENT LLC
-95.85
Financial Gravity Asset Management, Inc.
-94.74
BRIGHTON JONES LLC
-92.42
Jupiter Wealth Management LLC
-92.01
Paloma Partners Management Co
-91.58
Sold off
Fund Name
$ Sold
NORGES BANK
-6,016,880,000
PUBLIC INVESTMENT FUND
-655,064,000
Financial Gravity Asset Management, Inc.
-94,974,000
CLEAR STREET LLC
-34,020,000
FJ Investments, LLC
-12,826,200
SageView Advisory Group, LLC
-7,578,540
Itau Unibanco Holding S.A.
-6,024,770
Quantitative Investment Management, LLC
-5,968,000