JPM
JPMorgan Chase & Co. · Financials
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JPMorgan Chase & Co. (JPM) is held by 95 tracked hedge fund(s) and traded by 21 member(s) of Congress. Sector: Financials. Largest tracked holder: Capital Research Global Investors.
| Fund | % of portfolio | Shares | Value | Latest activity | Avg buy price | Date |
|---|---|---|---|---|---|---|
| Capital Research Global Investors Capital Research Global Investors |
1.2% | 27.4M | $8.1B | ▲ 25% (+5.5M) | $197.28 | 2026-03-31 |
| Fisher Asset Management, LLC Ken Fisher |
1.7% | 17.0M | $5.0B | ▲ 6.3% (+1.0M) | $178.06 | 2026-03-31 |
| Capital International Investors Capital International Investors |
0.9% | 12.6M | $3.7B | ▼ 53% (−14.0M) | $133.63 | 2026-03-31 |
| CITADEL ADVISORS LLC Ken Griffin |
0.6% | 12.1M | $3.6B | — | $195.52 | 2026-03-31 |
| JANE STREET GROUP, LLC Jane Street Group |
0.3% | 7.1M | $2.1B | ▲ 1.6% (+113K) | $242.99 | 2026-03-31 |
| Unisphere Establishment Unisphere Establishment |
11.9% | 4.8M | $1.4B | — | $170.50 | 2026-03-31 |
| D. E. Shaw & Co., Inc. David Shaw |
0.8% | 4.6M | $1.3B | ▲ 162% (+2.8M) | $242.24 | 2026-03-31 |
| Sanders Capital, LLC Sanders Capital, LLC |
1.4% | 3.9M | $1.1B | ▼ 9.5% (−409K) | $134.43 | 2026-03-31 |
| PRIMECAP MANAGEMENT CO/CA/ PRIMECAP MANAGEMENT CO/CA/ |
0.8% | 3.4M | $1.0B | ▼ 5.6% (−203K) | $144.50 | 2026-03-31 |
| TWO SIGMA INVESTMENTS, LP John Overdeck |
0.8% | 3.5M | $1.0B | ▲ 721% (+3.1M) | $295.80 | 2026-03-31 |
| MILLENNIUM MANAGEMENT LLC Israel Englander |
0.4% | 2.9M | $864M | ▼ 11% (−346K) | $206.22 | 2026-03-31 |
| Capital Wealth Planning, LLC Capital Wealth Planning, LLC |
4.7% | 2.9M | $845M | ▲ 17% (+417K) | $175.14 | 2026-03-31 |
| AXIOM INVESTORS LLC /DE AXIOM INVESTORS LLC /DE |
9.3% | 2.9M | $840M | ▲ 8.8% (+232K) | $273.17 | 2026-03-31 |
| VIKING GLOBAL INVESTORS LP Andreas Halvorsen |
2.2% | 2.7M | $795M | ▲ 42% (+798K) | $274.22 | 2026-03-31 |
| Ninety One UK Ltd Ninety One UK Ltd |
1.6% | 2.3M | $678M | ▲ 14% (+284K) | $233.09 | 2026-03-31 |
| PFA Pension, Forsikringsaktieselskab PFA Pension, Forsikringsaktieselskab |
1.3% | 1.5M | $432M | — | $322.22 | 2026-03-31 |
| Alecta Tjanstepension Omsesidigt Alecta Tjanstepension Omsesidigt |
2.1% | 1.4M | $425M | ▲ 16% (+204K) | $255.51 | 2026-03-31 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC CAPITOLIS LIQUID GLOBAL MARKETS LLC |
2.7% | 1.4M | $423M | NEW (+1.4M) | $294.16 | 2026-03-31 |
| Haverford Trust Co Haverford Trust Co |
3.7% | 1.4M | $400M | ▼ 1.3% (−18K) | $130.31 | 2026-03-31 |
| SAMLYN CAPITAL, LLC Robert Pohly |
6.7% | 1.3M | $394M | ▲ 111% (+704K) | $270.57 | 2026-03-31 |
| Alphinity Investment Management Pty Ltd Alphinity Investment Management Pty Ltd |
6.7% | 1.3M | $379M | ▼ 42% (−928K) | $297.12 | 2026-03-31 |
| Artisan Partners Limited Partnership Artisan Partners Limited Partnership |
0.6% | 1.2M | $358M | ▲ 451% (+997K) | $298.02 | 2026-03-31 |
| MONTRUSCO BOLTON INVESTMENTS INC. MONTRUSCO BOLTON INVESTMENTS INC. |
5.4% | 1.2M | $356M | ▲ 24% (+241K) | $290.75 | 2026-03-31 |
| Employees Provident Fund Board Employees Provident Fund Board |
2.5% | 1.1M | $332M | NEW (+1.1M) | $294.16 | 2026-03-31 |
| Apollo Management Holdings, L.P. Apollo Management Holdings, L.P. |
4.3% | 1.1M | $328M | NEW (+1.1M) | $315.43 | 2026-03-31 |
| Mawer Investment Management Ltd. Mawer Investment Management Ltd. |
2.1% | 1.1M | $328M | ▲ 9.7% (+98K) | $239.66 | 2026-03-31 |
| MAIRS & POWER INC MAIRS & POWER INC |
3.2% | 1.1M | $310M | ▼ 17% (−222K) | $135.03 | 2026-03-31 |
| ACR Alpine Capital Research, LLC ACR Alpine Capital Research, LLC |
4.3% | 978K | $288M | — | $157.54 | 2026-03-31 |
| TUDOR INVESTMENT CORP ET AL Paul Tudor Jones |
0.5% | 966K | $284M | ▲ 58% (+357K) | $275.71 | 2026-03-31 |
| Sarasin & Partners LLP Sarasin & Partners LLP |
3.3% | 909K | $267M | ▼ 11% (−109K) | $178.52 | 2026-03-31 |
| AMF Tjanstepension AB AMF Tjanstepension AB |
1.7% | 853K | $251M | ▲ 1.5% (+12K) | $213.61 | 2026-03-31 |
| Cullen Capital Management, LLC Cullen Capital Management, LLC |
2.4% | 809K | $238M | ▼ 3.9% (−33K) | $144.34 | 2026-03-31 |
| MENORA MIVTACHIM HOLDINGS LTD. MENORA MIVTACHIM HOLDINGS LTD. |
1.1% | 771K | $227M | ▼ 30% (−334K) | $154.86 | 2026-03-31 |
| PINEBRIDGE INVESTMENTS LLC PINEBRIDGE INVESTMENTS LLC |
1.9% | 761K | $224M | ▼ 0.8% (−6K) | $322.22 | 2026-03-31 |
| GROUPAMA ASSET MANAGMENT GROUPAMA ASSET MANAGMENT |
3.1% | 733K | $216M | ▼ 3.6% (−27K) | $214.55 | 2026-03-31 |
| Quilter Plc Quilter Plc |
3.7% | 718K | $211M | ▲ 2.0% (+14K) | $133.50 | 2026-03-31 |
| RENAISSANCE TECHNOLOGIES LLC Jim Simons |
0.3% | 688K | $202M | ▲ 32663% (+686K) | $294.00 | 2026-03-31 |
| Welch & Forbes LLC Welch & Forbes LLC |
2.5% | 653K | $192M | ▼ 2.0% (−13K) | $130.92 | 2026-03-31 |
| BRISTOL JOHN W & CO INC /NY/ BRISTOL JOHN W & CO INC /NY/ |
2.9% | 604K | $178M | ▼ 21% (−162K) | $130.55 | 2026-03-31 |
| Douglas Lane & Associates, LLC Douglas Lane & Associates, LLC |
2.5% | 597K | $175M | ▼ 1.8% (−11K) | $130.31 | 2026-03-31 |
| Capital International, Inc./CA/ Capital International, Inc./CA/ |
1.4% | 596K | $175M | ▲ 1.2% (+7K) | $186.41 | 2026-03-31 |
| PARNASSUS INVESTMENTS, LLC PARNASSUS INVESTMENTS, LLC |
0.5% | 575K | $169M | ▲ 15% (+74K) | $262.89 | 2026-03-31 |
| Life Cycle Investment Partners Ltd Life Cycle Investment Partners Ltd |
1.1% | 568K | $167M | ▲ 52% (+195K) | $312.61 | 2026-03-31 |
| Migdal Insurance & Financial Holdings Ltd. Migdal Insurance & Financial Holdings Ltd. |
1.4% | 568K | $167M | ▲ 126% (+317K) | $227.60 | 2026-03-31 |
| CAPITAL ADVISORS INC/OK CAPITAL ADVISORS INC/OK |
2.7% | 567K | $167M | — | $159.88 | 2026-03-31 |
| AEGON ASSET MANAGEMENT UK Plc AEGON ASSET MANAGEMENT UK Plc |
2.2% | 561K | $164M | ▼ 9.1% (−56K) | $139.78 | 2026-03-31 |
| Davis Selected Advisers Christopher Davis |
0.8% | 556K | $164M | ▼ 2.6% (−15K) | $130.36 | 2026-03-31 |
| FACTORY MUTUAL INSURANCE CO FACTORY MUTUAL INSURANCE CO |
1.7% | 519K | $153M | ▲ 5.2% (+25K) | $142.32 | 2026-03-31 |
| Union Bancaire Privee, UBP SA Union Bancaire Privee, UBP SA |
2.1% | 564K | $152M | ▼ 12% (−79K) | $274.45 | 2026-03-31 |
| Zurich Insurance Group Ltd/FI Zurich Insurance Group Ltd/FI |
1.1% | 498K | $146M | ▲ 3.3% (+16K) | $200.83 | 2026-03-31 |
| PBU - The Pension Fund of Early Childhood & Youth Educators PBU - The Pension Fund of Early Childhood & Youth Educators |
2.1% | 475K | $140M | ▲ 399% (+379K) | $320.18 | 2026-03-31 |
| Varma Mutual Pension Insurance Co Varma Mutual Pension Insurance Co |
0.8% | 451K | $133M | — | $214.60 | 2026-03-31 |
| ABN AMRO Bank N.V. ABN AMRO Bank N.V. |
1.3% | 407K | $120M | ▼ 37% (−240K) | $222.02 | 2026-03-31 |
| Andra AP-fonden Andra AP-fonden |
1.3% | 383K | $113M | ▲ 59% (+142K) | $278.53 | 2026-03-31 |
| DAVIS R M INC DAVIS R M INC |
1.9% | 373K | $110M | ▲ 1.4% (+5K) | $143.56 | 2026-03-31 |
| Vinva Investment Management Ltd Vinva Investment Management Ltd |
1.4% | 386K | $110M | ▲ 20% (+65K) | $262.68 | 2026-03-31 |
| SAPIENT CAPITAL LLC SAPIENT CAPITAL LLC |
1.6% | 366K | $108M | ▼ 20% (−92K) | $184.57 | 2026-03-31 |
| WESTWOOD HOLDINGS GROUP INC WESTWOOD HOLDINGS GROUP INC |
0.8% | 354K | $104M | ▼ 3.6% (−13K) | $137.90 | 2026-03-31 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
0.5% | 315K | $93M | ▲ 3.1% (+10K) | $313.88 | 2026-03-31 |
| Mediolanum International Funds Ltd Mediolanum International Funds Ltd |
1.0% | 326K | $93M | ▲ 2.9% (+9K) | $223.98 | 2026-03-31 |
| Aware Super Pty Ltd as trustee of Aware Super Aware Super Pty Ltd as trustee of Aware Super |
1.3% | 299K | $88M | — | $190.36 | 2026-03-31 |
| OFI INVEST ASSET MANAGEMENT OFI INVEST ASSET MANAGEMENT |
1.1% | 333K | $86M | ▲ 2.3% (+8K) | $155.80 | 2026-03-31 |
| Badgley Phelps Wealth Managers, LLC Badgley Phelps Wealth Managers, LLC |
1.6% | 276K | $81M | ▼ 14% (−46K) | $152.65 | 2026-03-31 |
| Danica Pension, Livsforsikringsaktieselskab Danica Pension, Livsforsikringsaktieselskab |
1.4% | 260K | $77M | ▲ 41% (+76K) | $279.42 | 2026-03-31 |
| Markel Group Inc. Markel Group Inc. |
0.6% | 253K | $74M | — | $133.52 | 2026-03-31 |
| NICHOLAS COMPANY, INC. NICHOLAS COMPANY, INC. |
1.4% | 248K | $73M | — | $130.31 | 2026-03-31 |
| MEITAV INVESTMENT HOUSE LTD MEITAV INVESTMENT HOUSE LTD |
0.8% | 237K | $70M | ▲ 440% (+193K) | $281.18 | 2026-03-31 |
| DEPRINCE RACE & ZOLLO INC DEPRINCE RACE & ZOLLO INC |
1.3% | 230K | $68M | — | $133.17 | 2026-03-31 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
1.3% | 228K | $67M | ▲ 102% (+115K) | $306.25 | 2026-03-31 |
| TODD ASSET MANAGEMENT LLC TODD ASSET MANAGEMENT LLC |
1.3% | 224K | $66M | ▼ 8.8% (−22K) | $167.31 | 2026-03-31 |
| Cannell & Spears LLC Cannell & Spears LLC |
1.2% | 209K | $62M | ▼ 4.0% (−9K) | $150.40 | 2026-03-31 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. |
0.5% | 208K | $61M | ▼ 7.0% (−16K) | $189.91 | 2026-03-31 |
| CRAWFORD INVESTMENT COUNSEL INC CRAWFORD INVESTMENT COUNSEL INC |
1.0% | 206K | $60M | ▼ 3.4% (−7K) | $132.44 | 2026-03-31 |
| AIA Group Ltd AIA Group Ltd |
0.9% | 202K | $59M | ▲ 38% (+56K) | $246.99 | 2026-03-31 |
| Gradient Investments LLC Gradient Investments LLC |
0.9% | 194K | $57M | — | $145.26 | 2026-03-31 |
| RiverFront Investment Group, LLC RiverFront Investment Group, LLC |
0.9% | 191K | $56M | ▼ 28% (−74K) | $232.22 | 2026-03-31 |
| Blue Sparrow, LLC /DE Blue Sparrow, LLC /DE |
0.9% | 182K | $54M | ▼ 33% (−92K) | $322.22 | 2026-03-31 |
| CAPITAL INTERNATIONAL SARL CAPITAL INTERNATIONAL SARL |
0.8% | 168K | $49M | ▼ 22% (−48K) | $172.79 | 2026-03-31 |
| Choate Investment Advisors Choate Investment Advisors |
0.9% | 161K | $47M | ▲ 15% (+21K) | $183.63 | 2026-03-31 |
| National Mutual Insurance Federation of Agricultural Cooperatives National Mutual Insurance Federation of Agricultural Cooperatives |
0.4% | 161K | $47M | — | $130.31 | 2026-03-31 |
| Allen Investment Management, LLC Allen Investment Management, LLC |
0.6% | 156K | $46M | ▼ 1.0% (−2K) | $133.53 | 2026-03-31 |
| LBP AM SA LBP AM SA |
0.6% | 136K | $40M | ▲ 22% (+25K) | $180.39 | 2026-03-31 |
| Woodbridge Co Ltd Woodbridge Co Ltd |
0.1% | 118K | $35M | — | $289.91 | 2026-03-31 |
| Capital Group Private Client Services, Inc. Capital Group Private Client Services, Inc. |
0.6% | 112K | $33M | ▼ 34% (−58K) | $134.95 | 2026-03-31 |
| SCS Capital Management LLC SCS Capital Management LLC |
0.3% | 110K | $32M | ▼ 6.2% (−7K) | $269.95 | 2026-03-31 |
| ADAPT Investment Managers SA ADAPT Investment Managers SA |
0.4% | 102K | $30M | NEW (+102K) | $239.71 | 2026-03-31 |
| Forum Financial Management, LP Forum Financial Management, LP |
0.4% | 85K | $27M | ▲ 1.0% (+834) | $148.29 | 2025-12-31 |
| Circle Wealth Management, LLC Circle Wealth Management, LLC |
0.3% | 75K | $22M | ▲ 3.0% (+2K) | $138.06 | 2026-03-31 |
| CAISSE DES DEPOTS ET CONSIGNATIONS CAISSE DES DEPOTS ET CONSIGNATIONS |
0.3% | 70K | $21M | — | $239.71 | 2026-03-31 |
| Forvis Mazars Wealth Advisors, LLC Forvis Mazars Wealth Advisors, LLC |
0.4% | 66K | $19M | ▼ 1.3% (−832) | $146.54 | 2026-03-31 |
| CTC LLC CTC LLC |
0.0% | 50K | $15M | ▼ 21% (−13K) | $203.28 | 2026-03-31 |
| Giverny Capital Francois Rochon |
0.6% | 52K | $15M | ▲ 0.9% (+460) | $168.55 | 2026-03-31 |
| EDGEWOOD MANAGEMENT LLC EDGEWOOD MANAGEMENT LLC |
0.0% | 19K | $6M | ▼ 1.9% (−363) | $130.31 | 2026-03-31 |
| Brave Warrior Advisors Glenn Greenberg |
0.0% | 6K | $2M | — | $130.31 | 2026-03-31 |
| Cardano Risk Management B.V. Cardano Risk Management B.V. |
2.5% | 888 | $261K | ▼ 100% (−8.7M) | $190.15 | 2026-03-31 |
Related ▾
FAQ ▾
Which hedge funds hold JPM?
Tracked holders include: Capital Research Global Investors, Fisher Asset Management, LLC, Capital International Investors, CITADEL ADVISORS LLC.
How much smart money owns JPM?
95 tracked hedge fund(s) and 21 member(s) of Congress have disclosed positions.
Are members of Congress trading JPM?
Yes — 21 member(s) have disclosed JPM trades. See the Congress tab.
Where does this data come from?
SEC 13F filings (funds), Form 4 (insiders) and STOCK Act reports (Congress).
Sourced from SEC 13F, Form 4 & STOCK Act filings · Not investment advice ▾
Ownership from SEC filings; price from market data.
Published by WealthFile · Not investment advice.