Stock Ownership/JPM

JPMORGAN CHASE CO (JPM): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in JPM · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
55
13F filers
Aggregate Value
$20.2B
Across holders
Last Price
$356.39
2026-08-24
Sector
Financials
GICS
Quarterly fund activity22 increased29 reduced3 exited
Full exits: Sculptor Capital LP, ICONIQ Capital, LLC, Alphadyne Asset Management LP
Institutional Holders of JPM
↗
55 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager17.43M$5.7B28.2%1.7%Added+$133.3MQ2 2026
Clearbridge Investments, LLC
CIK 0001348883
Hedge Fund4.17M$1.4B6.8%1.1%Reduced$-1.4BQ2 2026
Sanders Capital, LLC
CIK 0001508097
Hedge Fund3.84M$1.3B6.2%1.3%Reduced$-19.3MQ2 2026
PRIMECAP MANAGEMENT CO/CA/
CIK 0000763212
Institutional Manager3.38M$1.1B5.5%0.7%Reduced$-6.8MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund2.96M$968.1M4.8%0.7%Reduced$-115.7MQ2 2026
VIKING GLOBAL INVESTORS LP
CIK 0001103804
Hedge Fund2.90M$949.1M4.7%2.7%Added+$63.9MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund2.84M$930.3M4.6%0.3%Added+$930.2MQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund2.57M$840.1M4.2%0.8%Added+$755.6MQ2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund2.46M$805.1M4.0%1.2%Added$-3.7BQ2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
Hedge Fund2.39M$782.2M3.9%1.1%Reduced$-8.3MQ2 2026
Fisher Asset Management, LLCAdded
Institutional Manager
$5.7B· 28.2% of total· 1.7% port· 17.43M sh· +$133.3M QoQ· Q2 2026
Clearbridge Investments, LLCReduced
Hedge Fund
$1.4B· 6.8% of total· 1.1% port· 4.17M sh· $-1.4B QoQ· Q2 2026
Sanders Capital, LLCReduced
Hedge Fund
$1.3B· 6.2% of total· 1.3% port· 3.84M sh· $-19.3M QoQ· Q2 2026
PRIMECAP MANAGEMENT CO/CA/Reduced
Institutional Manager
$1.1B· 5.5% of total· 0.7% port· 3.38M sh· $-6.8M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$968.1M· 4.8% of total· 0.7% port· 2.96M sh· $-115.7M QoQ· Q2 2026
VIKING GLOBAL INVESTORS LPAdded
Hedge Fund
$949.1M· 4.7% of total· 2.7% port· 2.90M sh· +$63.9M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$930.3M· 4.6% of total· 0.3% port· 2.84M sh· +$930.2M QoQ· Q2 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$840.1M· 4.2% of total· 0.8% port· 2.57M sh· +$755.6M QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$805.1M· 4.0% of total· 1.2% port· 2.46M sh· $-3.7B QoQ· Q2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Reduced
Hedge Fund
$782.2M· 3.9% of total· 1.1% port· 2.39M sh· $-8.3M QoQ· Q2 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$724.9M· 3.6% of total· 0.1% port· 2.21M sh· $-572.2M QoQ· Q2 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$647.5M· 3.2% of total· 0.5% port· 1.98M sh· +$645.0M QoQ· Q2 2026
AXIOM INVESTORS LLC /DEReduced
Hedge Fund
$514.3M· 2.5% of total· 4.5% port· 1.57M sh· $-420.5M QoQ· Q2 2026
SHAW D E & CO INCReduced
Hedge Fund
$462.7M· 2.3% of total· 0.2% port· 1.41M sh· +$153.3M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$406.0M· 2.0% of total· 0.2% port· 1.24M sh· +$320.4M QoQ· Q2 2026
Man Group plcReduced
Hedge Fund
$364.5M· 1.8% of total· 0.6% port· 1.11M sh· +$359.3M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$341.3M· 1.7% of total· 0.1% port· 1.04M sh· $-44.6M QoQ· Q2 2026
PineBridge Investments, L.P.Added
Hedge Fund
$305.0M· 1.5% of total· 2.3% port· 967K sh· +$31.3M QoQ· Q3 2025
Walleye Capital LLCAdded
Hedge Fund
$217.2M· 1.1% of total· 0.8% port· 664K sh· +$199.2M QoQ· Q2 2026
Woodline Partners LPAdded
Hedge Fund
$191.5M· 0.9% of total· 0.6% port· 585K sh· +$18.3M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$189.2M· 0.9% of total· 0.2% port· 578K sh· +$162.6M QoQ· Q2 2026
TCW GROUP INCReduced
Hedge Fund
$155.4M· 0.8% of total· 1.0% port· 475K sh· $-150.4M QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCReduced
Hedge Fund
$126.2M· 0.6% of total· 0.2% port· 386K sh· $-99.1M QoQ· Q2 2026
PZENA INVESTMENT MANAGEMENT LLCReduced
Institutional Manager
$109.4M· 0.5% of total· 0.3% port· 334K sh· $-1.0M QoQ· Q2 2026
MARKEL CORP (MKL)Unchanged
Hedge Fund
$82.7M· 0.4% of total· 0.6% port· 253K sh· +$0 QoQ· Q2 2026
Point72 Asset Management, L.P.Added
Hedge Fund
$78.5M· 0.4% of total· 0.1% port· 240K sh· +$54.4M QoQ· Q2 2026
GAMCO INVESTORS, INC. ET ALReduced
Institutional Manager
$53.2M· 0.3% of total· 0.5% port· 162K sh· $-428K QoQ· Q2 2026
JUPITER ASSET MANAGEMENT LTDAdded
Hedge Fund
$51.9M· 0.3% of total· 0.3% port· 158K sh· $-13.3M QoQ· Q2 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLCReduced
Hedge Fund
$46.9M· 0.2% of total· 0.2% port· 143K sh· $-114.4M QoQ· Q2 2026
Verition Fund Management LLCAdded
Hedge Fund
$43.5M· 0.2% of total· 0.2% port· 133K sh· +$41.3M QoQ· Q2 2026
Squarepoint Ops LLCReduced
Hedge Fund
$42.1M· 0.2% of total· 0.0% port· 129K sh· $-46.7M QoQ· Q2 2026
FRED ALGER MANAGEMENT, LLCAdded
Hedge Fund
$40.9M· 0.2% of total· 0.1% port· 125K sh· +$34.4M QoQ· Q2 2026
Holocene Advisors, LPReduced
Hedge Fund
$39.4M· 0.2% of total· 0.1% port· 120K sh· $-91.3M QoQ· Q2 2026
SOROS FUND MANAGEMENT LLCUnchanged
Family Office
$38.7M· 0.2% of total· 0.5% port· 118K sh· +$0 QoQ· Q2 2026
DODGE & COXReduced
Institutional Manager
$38.3M· 0.2% of total· 0.0% port· 117K sh· $-434K QoQ· Q2 2026
Hudson Bay Capital Management LPReduced
Hedge Fund
$35.8M· 0.2% of total· 0.1% port· 109K sh· $-93.7M QoQ· Q2 2026
Gotham Asset Management, LLCReduced
Hedge Fund
$32.8M· 0.2% of total· 0.1% port· 100K sh· $-4.6M QoQ· Q2 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduced
Institutional Manager
$30.1M· 0.1% of total· 0.1% port· 92K sh· $-1.6M QoQ· Q2 2026
Parallax Volatility Advisers, L.P.Added
Hedge Fund
$19.8M· 0.1% of total· 0.0% port· 61K sh· $-122.5M QoQ· Q2 2026
Bridgewater Advisors Inc.Added
Hedge Fund
$17.2M· 0.1% of total· 0.9% port· 49K sh· +$1.9M QoQ· Q2 2026
Lighthouse Investment Partners, LLCReduced
Hedge Fund
$12.3M· 0.1% of total· 0.3% port· 38K sh· $-43.1M QoQ· Q2 2026
MOORE CAPITAL MANAGEMENT, LPAdded
Hedge Fund
$12.1M· 0.1% of total· 0.2% port· 37K sh· — QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALReduced
Hedge Fund
$11.7M· 0.1% of total· 0.0% port· 36K sh· $-30.4M QoQ· Q2 2026
Brevan Howard Capital Management LPReduced
Hedge Fund
$9.0M· 0.0% of total· 0.1% port· 28K sh· $-3.8M QoQ· Q2 2026
Bridgewater Associates, LPAdded
Hedge Fund
$7.7M· 0.0% of total· 0.0% port· 24K sh· — QoQ· Q2 2026
ArrowMark Colorado Holdings LLCReduced
Hedge Fund
$5.6M· 0.0% of total· 0.2% port· 17K sh· $-447K QoQ· Q2 2026
Fulcrum Asset Management LLPReduced
Hedge Fund
$5.0M· 0.0% of total· 0.5% port· 15K sh· $-7.7M QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCReduced
Hedge Fund
$3.9M· 0.0% of total· 0.0% port· 12K sh· $-134.7M QoQ· Q2 2026
Eisler Capital (UK) Ltd.Added
Hedge Fund
$2.6M· 0.0% of total· 0.0% port· 12K sh· $-112.6M QoQ· Q3 2024
Ruffer LLPUnchanged
Hedge Fund
$2.3M· 0.0% of total· 0.1% port· 7K sh· +$0 QoQ· Q2 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$2.1M· 0.0% of total· 0.0% port· 6K sh· +$1.8M QoQ· Q2 2026
HARRIS ASSOCIATES L PAdded
Institutional Manager
$2.0M· 0.0% of total· 0.0% port· 6K sh· +$131K QoQ· Q2 2026
CAXTON ASSOCIATES LLPReduced
Hedge Fund
$1.1M· 0.0% of total· 0.0% port· 3K sh· $-320K QoQ· Q2 2026
GREENHAVEN ASSOCIATES INCReduced
Institutional Manager
$818K· 0.0% of total· 0.0% port· 3K sh· $-491K QoQ· Q2 2026
EAGLE CAPITAL MANAGEMENT LLCUnchanged
Hedge Fund
$363K· 0.0% of total· 0.0% port· 1K sh· +$0 QoQ· Q2 2026
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