JPM
JPMorgan Chase & Co. · Financial Services · Banks - Diversified
Momentum inputs (comparable managers):
holder breadth -3.6% ·
share flow -0.6% ·
net new positions -3.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| 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 | The Vanguard Group ✦ (passive) | 271.95M | n/a | $78.84B | 1.3% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 205.89M | n/a | $59.69B | 1.1% | n/c | 1 | SEC ↗ ×23 |
| 3 | State Street Global Advisors ✦ (passive) | 125.29M | -1.8% | $36.32B | 1.4% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 61.13M | +0.5% | $17.65B | 1.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 42.04M | n/a | $12.19B | 0.7% | n/c | 1 | SEC ↗ ×6 |
| 6 | Norges Bank ✦ (passive) | 35.51M | +1.7% | $10.30B | 1.3% | ▲ Add | 5 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 28.73M | -0.6% | $8.33B | 0.9% | ▼ Trim | 5 | SEC ↗ ×2 |
| 8 | Capital World Investors ✦ | 24.26M | -3.7% | $7.03B | 1.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Wellington Management ✦ | 20.52M | -14.0% | $5.95B | 1.1% | ▼ Trim | 5 | SEC ↗ ×8 |
| 10 | Fisher Asset Management ✦ | 15.38M | -16.3% | $4.46B | 1.8% | ▼ Trim | 5 | SEC ↗ |
| 11 | PRIMECAP Management ✦ | 5.05M | -0.1% | $1.46B | 1.2% | ▼ Trim | 5 | SEC ↗ |
| 12 | Viking Global Investors ✦ | 4.04M | +86.1% | $1.17B | 3.4% | ▲ Add | 5 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 3.40M | +50.9% | $986.68M | 0.9% | ▲ Add | 5 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 2.50M | -1.0% | $723.43M | 1.2% | ▼ Trim | 5 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 1.33M | -7.0% | $385.53M | 0.3% | ▼ Trim | 5 | SEC ↗ ×7 |
| 16 | Millennium Management ✦ | 1.32M | +257.1% | $382.88M | 0.4% | ▲ Add | 5 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 636.98K | -21.4% | $184.67M | 0.2% | ▼ Trim | 5 | SEC ↗ ×2 |
| 18 | Dodge & Cox ✦ | 267.68K | -3.4% | $77.60M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Markel Group ✦ | 252.55K | 0.0% | $73.22M | 0.6% | Held | 5 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 246.88K | +873.3% | $71.57M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 21 | Two Sigma Investments ✦ | 194.68K | +1261.9% | $56.44M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 22 | GAMCO Investors ✦ | 178.68K | -13.6% | $51.80M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 23 | Gotham Asset Management ✦ | 86.16K | +6.7% | $24.98M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 24 | Marshall Wace ✦ | 62.52K | +253.2% | $18.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Bridgewater Associates ✦ | 51.29K | -37.8% | $14.87M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Harris Associates (Oakmark) ✦ | 5.80K | +18.7% | $1.68M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Renaissance Technologies ✦ | 2.08K | -91.7% | $603,400 | 0.0% | ▼ Trim | 4 | 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
| Soros Fund Management | $56.66M | was 1.4% |
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