Who Owns JPM?
JPMORGAN CHASE & CO — institutional ownership across 20 tracked superinvestors.
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20
Institutional Holders
$1.78B
Total Value Held
1000.00T
Total Shares
JPMORGAN CHASE & CO (JPM) is held by 20 tracked superinvestors with a combined position of $1.78B across 1000.00T shares. The largest holder is Andreas Halvorsen (Viking Global Investors) with $949.1M (2.71% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | Andreas Halvorsen | Viking Global Investors | 2899386 | $949.1M | 2.71% | 2026-06-30 |
| 2 | Mairs & Power | Mairs & Power | 923550 | $302.3M | 2.77% | 2026-06-30 |
| 3 | Christopher Davis | Davis Selected Advisers | 476389 | $155.9M | 0.67% | 2026-06-30 |
| 4 | Richard Pzena | Pzena Investment Management | 334094 | $109.4M | 0.32% | 2026-06-30 |
| 5 | Tom Gayner | Markel Group | 252550 | $82.7M | 0.63% | 2026-06-30 |
| 6 | David Katz | Matrix Asset Advisors | 132893 | $43.5M | 3.54% | 2026-06-30 |
| 7 | Dodge & Cox | Dodge & Cox | 117130 | $38.3M | 0.02% | 2026-06-30 |
| 8 | FPA Queens Road | Bragg Financial Advisors | 101376 | $33.2M | 0.89% | 2026-06-30 |
| 9 | Francois Rochon | Giverny Capital | 47876 | $15.7M | 0.53% | 2026-06-30 |
| 10 | Wally Obermeyer | Obermeyer Wealth Partners | 33759 | $11.1M | 0.45% | 2026-06-30 |
| 11 | Samantha McLemore | Patient Capital Management | 29360 | $9.6M | 0.32% | 2026-06-30 |
| 12 | Dan Sundheim (Mine & Arao) | Mine & Arao Wealth Creation & Management | 25931 | $8.5M | 3.08% | 2026-06-30 |
| 13 | Tom Russo | Gardner Russo & Gardner | 24719 | $8.1M | 0.09% | 2026-06-30 |
| 14 | Ray Dalio | Bridgewater Associates | 23548 | $7.7M | 0.03% | 2026-06-30 |
| 15 | Bill Nygren | Harris Associates | 6215 | $2.0M | 0.00% | 2026-06-30 |
| 16 | Glenn Greenberg | Brave Warrior Advisors | 5643 | $1.8M | 0.04% | 2026-06-30 |
| 17 | Torray LLC | Torray LLC | 2959 | $969K | 0.13% | 2026-06-30 |
| 18 | Kahn Brothers | Kahn Brothers Group | 2878 | $942K | 0.15% | 2026-06-30 |
| 19 | Edgar Wachenheim | Greenhaven Associates | 2500 | $818K | 0.01% | 2026-06-30 |
| 20 | Boykin Curry | Eagle Capital Management | 1109 | $363K | 0.00% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-06-30 | 2 | $4.0M | 185.3M |
| 2023-09-30 | 7 | $947.8M | 1000.00T |
| 2023-12-31 | 10 | $1.13B | 1000.00T |
| 2024-03-31 | 12 | $1.42B | 1000.00T |
| 2024-06-30 | 11 | $1.45B | 1000.00T |
| 2024-09-30 | 11 | $1.85B | 1000.00T |
| 2024-12-31 | 15 | $2.90B | 1000.00T |
| 2025-03-31 | 19 | $1.69B | 1000.00T |
| 2025-06-30 | 20 | $2.35B | 1000.00T |
| 2025-09-30 | 19 | $2.77B | 1000.00T |
| 2025-12-31 | 19 | $1.75B | 1000.00T |
| 2026-03-31 | 19 | $1.65B | 1000.00T |