JPMORGAN CHASE & CO (JPM): Institutional Ownership
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
36
13F filers
Aggregate Value
$10.2B
Across holders
Last Price
$329.05
2026-06-26
Sector
Financials
GICS
Holder activity5 new13 added15 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 17.02M | $5.0B | 49.2% | 1.7% | Added | +$294.6M | Q1 2026 |
| PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 | Institutional Manager | 3.40M | $1.0B | 9.8% | 0.8% | Reduced | $-59.8M | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 3.31M | $973.9M | 9.6% | 0.8% | Added | +$969.5M | Q1 2026 |
| VIKING GLOBAL INVESTORS LP CIK 0001103804 | Hedge Fund | 2.70M | $795.4M | 7.8% | 2.2% | Added | +$234.8M | Q1 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 2.47M | $725.9M | 7.1% | 0.8% | Added | +$585.1M | Q1 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 | Hedge Fund | 2.42M | $710.5M | 7.0% | 1.1% | Reduced | $-3.9M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 688K | $202.5M | 2.0% | 0.3% | Added | +$201.9M | Q1 2026 |
| Holocene Advisors, LP CIK 0001700574 | Hedge Fund | 399K | $117.5M | 1.2% | 0.3% | Added | +$26.2M | Q1 2026 |
| PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 | Institutional Manager | 337K | $99.2M | 1.0% | 0.3% | Reduced | $-1.5M | Q1 2026 |
| MARKEL CORP (MKL) CIK 0001096343 | Hedge Fund | 253K | $74.3M | 0.7% | 0.6% | Unchanged | +$0 | Q1 2026 |
| MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 | Hedge Fund | 223K | $64.8M | 0.6% | 0.8% | New | — | Q2 2025 |
| Hudson Bay Capital Management LP CIK 0001393825 | Hedge Fund | 198K | $58.2M | 0.6% | 0.2% | Added | +$48.9M | Q1 2026 |
| GAMCO INVESTORS, INC. ET AL CIK 0000807249 | Institutional Manager | 164K | $48.2M | 0.5% | 0.5% | Reduced | $-2.1M | Q1 2026 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 129K | $37.9M | 0.4% | 0.1% | Reduced | $-324K | Q1 2026 |
| DODGE & COX CIK 0000200217 | Institutional Manager | 118K | $34.8M | 0.3% | 0.0% | Reduced | $-1.8M | Q1 2026 |
| SOROS FUND MANAGEMENT LLC CIK 0001029160 | Family Office | 118K | $34.8M | 0.3% | 0.4% | Added | +$34.2M | Q1 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 114K | $33.6M | 0.3% | 0.1% | Added | +$1.0M | Q1 2026 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 107K | $31.3M | 0.3% | 0.2% | Added | +$27.7M | Q1 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 | Institutional Manager | 97K | $28.4M | 0.3% | 0.1% | Reduced | $-1.6M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 65K | $19.0M | 0.2% | 0.0% | Reduced | $-1.6B | Q1 2026 |
Added
Institutional Manager
$5.0B· 49.2% of total· 1.7% port· 17.02M sh· +$294.6M QoQ· Q1 2026
Reduced
Institutional Manager
$1.0B· 9.8% of total· 0.8% port· 3.40M sh· $-59.8M QoQ· Q1 2026
Added
Hedge Fund
$973.9M· 9.6% of total· 0.8% port· 3.31M sh· +$969.5M QoQ· Q1 2026
Added
Hedge Fund
$795.4M· 7.8% of total· 2.2% port· 2.70M sh· +$234.8M QoQ· Q1 2026
Added
Hedge Fund
$725.9M· 7.1% of total· 0.8% port· 2.47M sh· +$585.1M QoQ· Q1 2026
Reduced
Hedge Fund
$710.5M· 7.0% of total· 1.1% port· 2.42M sh· $-3.9M QoQ· Q1 2026
Added
Hedge Fund
$202.5M· 2.0% of total· 0.3% port· 688K sh· +$201.9M QoQ· Q1 2026
Added
Hedge Fund
$117.5M· 1.2% of total· 0.3% port· 399K sh· +$26.2M QoQ· Q1 2026
Reduced
Institutional Manager
$99.2M· 1.0% of total· 0.3% port· 337K sh· $-1.5M QoQ· Q1 2026
Unchanged
Hedge Fund
$74.3M· 0.7% of total· 0.6% port· 253K sh· +$0 QoQ· Q1 2026
New
Hedge Fund
$64.8M· 0.6% of total· 0.8% port· 223K sh· — QoQ· Q2 2025
Added
Hedge Fund
$58.2M· 0.6% of total· 0.2% port· 198K sh· +$48.9M QoQ· Q1 2026
Reduced
Institutional Manager
$48.2M· 0.5% of total· 0.5% port· 164K sh· $-2.1M QoQ· Q1 2026
Reduced
Hedge Fund
$37.9M· 0.4% of total· 0.1% port· 129K sh· $-324K QoQ· Q1 2026
Reduced
Institutional Manager
$34.8M· 0.3% of total· 0.0% port· 118K sh· $-1.8M QoQ· Q1 2026
Added
Family Office
$34.8M· 0.3% of total· 0.4% port· 118K sh· +$34.2M QoQ· Q1 2026
Added
Hedge Fund
$33.6M· 0.3% of total· 0.1% port· 114K sh· +$1.0M QoQ· Q1 2026
Added
Hedge Fund
$31.3M· 0.3% of total· 0.2% port· 107K sh· +$27.7M QoQ· Q1 2026
Reduced
Institutional Manager
$28.4M· 0.3% of total· 0.1% port· 97K sh· $-1.6M QoQ· Q1 2026
Reduced
Hedge Fund
$19.0M· 0.2% of total· 0.0% port· 65K sh· $-1.6B QoQ· Q1 2026
New
Hedge Fund
$14.9M· 0.1% of total· 0.1% port· 51K sh· — QoQ· Q2 2025
Added
Hedge Fund
$13.0M· 0.1% of total· 0.8% port· 43K sh· +$166K QoQ· Q1 2026
Reduced
Hedge Fund
$11.6M· 0.1% of total· 0.1% port· 39K sh· $-19.8M QoQ· Q1 2026
New
Hedge Fund
$8.3M· 0.1% of total· 0.1% port· 28K sh· — QoQ· Q1 2026
Reduced
Hedge Fund
$7.5M· 0.1% of total· 0.0% port· 25K sh· $-176.4M QoQ· Q1 2026
Added
Hedge Fund
$5.0M· 0.0% of total· 0.0% port· 17K sh· +$4.4M QoQ· Q1 2026
New
Hedge Fund
$4.8M· 0.0% of total· 0.0% port· 15K sh· — QoQ· Q4 2025
Reduced
Hedge Fund
$2.6M· 0.0% of total· 0.0% port· 12K sh· $-112.6M QoQ· Q3 2024
Reduced
Hedge Fund
$2.1M· 0.0% of total· 0.0% port· 7K sh· $-24.2M QoQ· Q1 2026
Reduced
Institutional Manager
$1.7M· 0.0% of total· 0.0% port· 6K sh· $-35K QoQ· Q1 2026
Reduced
Hedge Fund
$1.6M· 0.0% of total· 0.0% port· 5K sh· $-47.2M QoQ· Q1 2026
New
Hedge Fund
$1.3M· 0.0% of total· 0.0% port· 4K sh· — QoQ· Q1 2026
Unchanged
Institutional Manager
$1.2M· 0.0% of total· 0.0% port· 4K sh· +$0 QoQ· Q1 2026
Reduced
Hedge Fund
$259K· 0.0% of total· 0.0% port· 882 sh· $-820K QoQ· Q1 2026
Unchanged
Family Office
$229K· 0.0% of total· 0.0% port· 778 sh· +$0 QoQ· Q1 2026
Added
Hedge Fund
$19K· 0.0% of total· 0.0% port· 67 sh· +$9K QoQ· Q1 2026
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