# JPMORGAN CHASE & CO (JPM) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 46625H100
Page URL: https://superinvestorclub.com/stock/JPM
Last updated: 2026-08-29T13:47:43.274Z

## Summary

As of the most recent 13F filing period, JPMORGAN CHASE & CO (JPM) is held by 20 tracked superinvestors with an aggregate position value of $1.78B representing 02899386923550476389334094252550132893117130101376478763375929360259312471923548621556432959287825001109 shares.

## Top institutional holders (20)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Andreas Halvorsen](https://superinvestorclub.com/manager/59) | Viking Global Investors | 2899386 | $949.1M | 2.71% | 2026-06-30 |
| 2 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 923550 | $302.3M | 2.77% | 2026-06-30 |
| 3 | [Christopher Davis](https://superinvestorclub.com/manager/75) | Davis Selected Advisers | 476389 | $155.9M | 0.67% | 2026-06-30 |
| 4 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 334094 | $109.4M | 0.32% | 2026-06-30 |
| 5 | [Tom Gayner](https://superinvestorclub.com/manager/22) | Markel Group | 252550 | $82.7M | 0.63% | 2026-06-30 |
| 6 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 132893 | $43.5M | 3.54% | 2026-06-30 |
| 7 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 117130 | $38.3M | 0.02% | 2026-06-30 |
| 8 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 101376 | $33.2M | 0.89% | 2026-06-30 |
| 9 | [Francois Rochon](https://superinvestorclub.com/manager/45) | Giverny Capital | 47876 | $15.7M | 0.53% | 2026-06-30 |
| 10 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 33759 | $11.1M | 0.45% | 2026-06-30 |
| 11 | [Samantha McLemore](https://superinvestorclub.com/manager/294) | Patient Capital Management | 29360 | $9.6M | 0.32% | 2026-06-30 |
| 12 | [Dan Sundheim (Mine & Arao)](https://superinvestorclub.com/manager/3261) | Mine & Arao Wealth Creation & Management | 25931 | $8.5M | 3.08% | 2026-06-30 |
| 13 | [Tom Russo](https://superinvestorclub.com/manager/30) | Gardner Russo & Gardner | 24719 | $8.1M | 0.09% | 2026-06-30 |
| 14 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 23548 | $7.7M | 0.03% | 2026-06-30 |
| 15 | [Bill Nygren](https://superinvestorclub.com/manager/73) | Harris Associates | 6215 | $2.0M | 0.00% | 2026-06-30 |
| 16 | [Glenn Greenberg](https://superinvestorclub.com/manager/36) | Brave Warrior Advisors | 5643 | $1.8M | 0.04% | 2026-06-30 |
| 17 | [Torray LLC](https://superinvestorclub.com/manager/3250) | Torray LLC | 2959 | $968,569 | 0.13% | 2026-06-30 |
| 18 | [Kahn Brothers](https://superinvestorclub.com/manager/83) | Kahn Brothers Group | 2878 | $942,055 | 0.15% | 2026-06-30 |
| 19 | [Edgar Wachenheim](https://superinvestorclub.com/manager/94) | Greenhaven Associates | 2500 | $818,325 | 0.01% | 2026-06-30 |
| 20 | [Boykin Curry](https://superinvestorclub.com/manager/3282) | Eagle Capital Management | 1109 | $363,009 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 2 holders, $4.0M aggregate, 0185268808 shares
- 2023-09-30: 7 holders, $947.8M aggregate, 0413718520984252126783660623500185718808 shares
- 2023-12-31: 10 holders, $1.13B aggregate, 039932342023369325535208218367732350018958880851753575 shares
- 2024-03-31: 12 holders, $1.42B aggregate, 0322766917104941298628320565252550184245392033297320500814649202263 shares
- 2024-06-30: 11 holders, $1.45B aggregate, 03009822184935314928353079152525501810584022634120564349891109 shares
- 2024-09-30: 11 holders, $1.85B aggregate, 036965351720372144070713995282525501667914332433978564349751109 shares
- 2024-12-31: 15 holders, $2.90B aggregate, 07466187171428912617096577232932802525501618069519779093438623462224045564348391109 shares
- 2025-03-31: 19 holders, $1.69B aggregate, 0217164816627701043354639852312233277023252550144561931288246762097444833323529383240795643500048881429 shares
- 2025-06-30: 20 holders, $2.35B aggregate, 0404203415009666360425737003423162676832525501391839260453404512875095034253293832401458045643500027751109 shares
- 2025-09-30: 19 holders, $2.77B aggregate, 05059060136153059562654503034002525255019465513878392584507053885933427293792465957055643400026681273 shares
- 2025-12-31: 19 holders, $1.75B aggregate, 01905982127640457158652881734239025255013613512440596108518383885933707293792494059355643400034681109 shares
- 2026-03-31: 19 holders, $1.65B aggregate, 02704018105419755645233726225255014879813453511845599368522983885933576293622530758155643400028181109 shares

## Recent congressional trades (50)

- 2026-04-08: Elizabeth Fletcher (-TX) sale $1,001 - $15,000
- 2026-01-29: David Taylor (Republican-OH) purchase $1,001 - $15,000
- 2026-01-29: David J. Taylor (R-OH) purchase $1,001 - $15,000
- 2026-01-28: Katie Britt (Republican-AL) sale $1,001 - $15,000
- 2026-01-20: Jonathan Jackson (Democrat-IL) purchase $1,001 - $15,000
- 2026-01-16: David Taylor (Republican-OH) purchase $1,001 - $15,000
- 2025-12-30: Jefferson Shreve (Republican-IN) purchase $5,000,001 - $25,000,000
- 2025-12-29: Markwayne Mullin (Republican-OK) purchase $50,001 - $100,000
- 2025-12-22: Roger Williams (Republican-TX) purchase $1,001 - $15,000
- 2025-12-22: Roger Williams (Republican-TX) purchase $1,001 - $15,000
- 2025-11-18: Gilbert Cisneros (D-CA) purchase $1,001 - $15,000
- 2025-11-18: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-10-31: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) sale $1,001 - $15,000

## Recent insider transactions (18)

- 2026-08-11: Leopold Robin (Head of Human Resources) — Sell 2500 shares worth $903,518
- 2026-07-27: Friedman Stacey (General Counsel) — Gift 166 shares
- 2026-07-24: Petno Douglas B (Co-President; CEO CIB) — Gift 864 shares
- 2026-06-30: BURKE STEPHEN B — Grant 171 shares worth $55,973
- 2026-06-30: Rometty Virginia M — Grant 122 shares worth $39,934
- 2026-06-30: NOVAKOVIC PHEBE N — Grant 122 shares worth $39,934
- 2026-06-30: HOBSON MELLODY L — Grant 137 shares worth $44,844
- 2026-06-22: Friedman Stacey (General Counsel) — Sell 5467 shares worth $1.8M
- 2026-06-02: JPMORGAN CHASE & CO — Other 7178 shares
- 2026-05-20: Friedman Stacey (General Counsel) — Sell 5468 shares worth $1.6M
- 2026-05-15: Beer Lori A (Chief Information Officer) — Sell 3165 shares worth $949,658
- 2026-05-15: Erdoes Mary E. (CEO Asset & Wealth Management) — Sell 6648 shares worth $2.0M
- 2026-05-15: Lake Marianne (CEO CCB) — Sell 6427 shares worth $1.9M
- 2026-05-15: Petno Douglas B (Co-CEO CIB) — Sell 5659 shares worth $1.7M
- 2026-05-14: Petno Douglas B (Co-CEO CIB) — Gift 135027 shares

## Citation

When citing, use: "JPMORGAN CHASE & CO (JPM) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/JPM), aggregating SEC 13F, Form 4, and congressional disclosures."