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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 191 | +5 | 1.54B | $503.33B | +7 | −1 |
| Q1 2026 | 188 | -1 | 1.52B | $447.07B | +1 | −3 |
| Q4 2025 | 188 | +3 | 1.66B | $533.95B | +4 | — |
| Q3 2025 | 27 | -2 | 898.10M | $283.22B | — | −3 |
| Q2 2025 | 27 | -1 | 850.32M | $246.44B | — | −1 |
| Q1 2025 | 25 | +3 | 335.41M | $82.22B | +3 | — |
| Q4 2024 | 22 | -1 | 348.69M | $83.55B | — | −1 |
| Q3 2024 | 22 | +1 | 227.36M | $47.89B | +1 | — |
| Q2 2024 | 21 | — | 234.49M | $47.39B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 57.84M | — | $11.67B | 1.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 57.84M | — | $11.67B | 1.0% | n/c | 1 | SEC ↗ |
| 3 | Norges Bank ✦ (passive) | 37.06M | — | $7.49B | 1.1% | n/c | 1 | SEC ↗ |
| 4 | Capital World Investors ✦ | 36.72M | — | $7.43B | 1.2% | n/c | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 35.90M | — | $7.26B | 1.3% | n/c | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 35.90M | — | $7.26B | 1.3% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 35.90M | — | $7.26B | 1.3% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 35.90M | — | $7.26B | 1.3% | n/c | 1 | SEC ↗ |
| 9 | Wellington Management ✦ | 35.90M | — | $7.26B | 1.3% | n/c | 1 | SEC ↗ |
| 10 | Wellington Management ✦ | 35.90M | — | $7.26B | 1.3% | n/c | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 35.90M | — | $7.26B | 1.3% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 35.90M | — | $7.26B | 1.3% | n/c | 1 | SEC ↗ |
| 13 | Wellington Management ✦ | 35.90M | — | $7.26B | 1.3% | n/c | 1 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 30.96M | — | $6.26B | 0.8% | n/c | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 30.96M | — | $6.26B | 0.8% | n/c | 1 | SEC ↗ |
| 16 | Fisher Asset Management ✦ | 12.74M | — | $2.58B | 1.1% | n/c | 1 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 7.75M | — | $1.57B | 1.4% | n/c | 1 | SEC ↗ |
| 18 | PRIMECAP Management ✦ | 5.58M | — | $1.13B | 0.8% | n/c | 1 | SEC ↗ |
| 19 | Viking Global Investors ✦ | 3.01M | — | $608.77M | 2.3% | n/c | 1 | SEC ↗ |
| 20 | Adage Capital Partners ✦ | 2.76M | — | $557.40M | 1.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 1.01M | — | $203.31M | 0.2% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 1.01M | — | $203.31M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | Millennium Management ✦ | 722.49K | — | $146.13M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | D. E. Shaw & Co. ✦ | 700.48K | — | $141.68M | 0.2% | n/c | 1 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 608.09K | — | $121.68M | 0.2% | n/c | 1 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 608.09K | — | $121.68M | 0.2% | n/c | 1 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 608.09K | — | $121.68M | 0.2% | n/c | 1 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 608.09K | — | $121.68M | 0.2% | n/c | 1 | SEC ↗ |
| 29 | Dodge & Cox ✦ | 307.92K | — | $62.28M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Markel Group ✦ | 252.55K | — | $51.08M | 0.5% | n/c | 1 | SEC ↗ |
| 31 | GAMCO Investors ✦ | 237.74K | — | $48.09M | 0.5% | n/c | 1 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 215.48K | — | $43.58M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Gotham Asset Management ✦ | 60.20K | — | $12.18M | 0.2% | n/c | 1 | SEC ↗ |
| 34 | Soros Fund Management ✦ | 54.60K | — | $11.04M | 0.3% | n/c | 1 | SEC ↗ |
| 35 | Harris Associates (Oakmark) ✦ | 4.99K | — | $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 · $903,518
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
JPMorgan Chase is hiring Dan McDow from Citigroup to head its east coast technology investment banking business…
Reuters