JPM
JPMorgan Chase & Co. · Financial Services · Banks - Diversified
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 5.47M | $1.77B | n/a | n/a |
| Q2 2026 | 191 | +5 | 1.54B | $503.35B | +7 | −1 |
| Q1 2026 | 188 | -1 | 1.52B | $447.07B | +1 | −3 |
| Q4 2025 | 188 | +3 | 1.66B | $533.95B | +4 | n/a |
| Q3 2025 | 27 | -2 | 898.10M | $283.22B | n/a | −3 |
| Q2 2025 | 27 | -1 | 850.32M | $246.44B | n/a | −1 |
| Q1 2025 | 25 | +3 | 335.41M | $82.22B | +3 | n/a |
| Q4 2024 | 22 | -1 | 348.69M | $83.55B | n/a | −1 |
| Q3 2024 | 22 | +1 | 227.36M | $47.89B | +1 | n/a |
| Q2 2024 | 21 | n/a | 234.49M | $47.39B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 57.84M | n/a | $11.67B | 1.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Norges Bank ✦ (passive) | 37.06M | n/a | $7.49B | 1.1% | n/c | 1 | SEC ↗ |
| 3 | Capital World Investors ✦ | 36.72M | n/a | $7.43B | 1.2% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 35.90M | n/a | $7.26B | 1.3% | n/c | 1 | SEC ↗ ×9 |
| 5 | T. Rowe Price ✦ | 30.96M | n/a | $6.26B | 0.8% | n/c | 1 | SEC ↗ ×2 |
| 6 | Fisher Asset Management ✦ | 12.74M | n/a | $2.58B | 1.1% | n/c | 1 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 7.75M | n/a | $1.57B | 1.4% | n/c | 1 | SEC ↗ |
| 8 | PRIMECAP Management ✦ | 5.58M | n/a | $1.13B | 0.8% | n/c | 1 | SEC ↗ |
| 9 | Viking Global Investors ✦ | 3.01M | n/a | $608.77M | 2.3% | n/c | 1 | SEC ↗ |
| 10 | Adage Capital Partners ✦ | 2.76M | n/a | $557.40M | 1.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 1.01M | n/a | $203.31M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 722.49K | n/a | $146.13M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 700.48K | n/a | $141.68M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 608.09K | n/a | $121.68M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 15 | Dodge & Cox ✦ | 307.92K | n/a | $62.28M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Markel Group ✦ | 252.55K | n/a | $51.08M | 0.5% | n/c | 1 | SEC ↗ |
| 17 | GAMCO Investors ✦ | 237.74K | n/a | $48.09M | 0.5% | n/c | 1 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 215.48K | n/a | $43.58M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 60.20K | n/a | $12.18M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Soros Fund Management ✦ | 54.60K | n/a | $11.04M | 0.3% | n/c | 1 | SEC ↗ |
| 21 | Harris Associates (Oakmark) ✦ | 4.99K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 1.85K shares, $36,037 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 2.50K sh · $882,026
Officer · 2.50K sh · $903,518
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology