Whale Analyzer
JPMorgan Chase (JPM) Institutional Holders and 13F Ownership
Compare 23 tracked holders of JPMorgan Chase (JPM), their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Capital Research Global Investors, National Pension Service, PRIMECAP Management Company, and Viking Global Investors.
Continue to the live JPM dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Research Global Investors 13F holdings | $9.08B | 27.7M | Increased | 2026-06-30 |
| National Pension Service 13F holdings | $1.82B | 5.5M | Increased | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $1.11B | 3.4M | Reduced | 2026-06-30 |
| Viking Global Investors 13F holdings | $949.1M | 2.9M | Increased | 2026-06-30 |
| Mairs & Power Funds 13F holdings | $302.3M | 923.5K | Reduced | 2026-06-30 |
| Davis Advisors 13F holdings | $155.9M | 476.4K | Reduced | 2026-06-30 |
| Pzena Investment Management 13F holdings | $112.9M | 341.1K | Increased | 2026-09-30 |
| Markel Group 13F holdings | $83.6M | 252.6K | Held | 2026-09-30 |
| Matrix Asset Advisors 13F holdings | $42.7M | 129.2K | Reduced | 2026-09-30 |
| Soros Fund Management 13F holdings | $38.7M | 118.4K | Held | 2026-06-30 |
| Dodge & Cox 13F holdings | $38.3M | 117.1K | Reduced | 2026-06-30 |
| Giverny Capital 13F holdings | $15.7M | 47.9K | Reduced | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Viking Global Investors SEC filing (0001103804-26-000006) · report date 2026-06-30
- Mairs & Power Funds SEC filing (0001172661-26-003496) · report date 2026-06-30
- Davis Advisors SEC filing (0001036325-26-000020) · report date 2026-06-30
- Pzena Investment Management SEC filing (0001027796-26-000065) · report date 2026-09-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Matrix Asset Advisors SEC filing (0001172661-26-004502) · report date 2026-09-30
- Soros Fund Management SEC filing (0000902664-26-003507) · report date 2026-06-30
- Dodge & Cox SEC filing (0001193125-26-349535) · report date 2026-06-30
- Giverny Capital SEC filing (0001641864-26-000010) · report date 2026-06-30
- Patient Capital Management SEC filing (0001854794-26-000005) · report date 2026-06-30
- Gardner Russo & Quinn SEC filing (0000860643-26-000005) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
- Oakmark Funds SEC filing (0000813917-26-000042) · report date 2026-06-30
- Brave Warrior Advisors SEC filing (0001172661-26-003728) · report date 2026-06-30
- Torray Funds SEC filing (0001193125-26-439683) · report date 2026-09-30
- Kahn Brothers Group SEC filing (0001039565-26-000006) · report date 2026-06-30
- Greenhaven Associates SEC filing (0001213900-26-112422) · report date 2026-09-30
- Check Capital Management SEC filing (0001032814-26-000007) · report date 2026-06-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
Tracked-sample concentration
Reported position value for JPM is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 65.9% of aggregate reported value in this sample
- Top 5 tracked holders: 96.2% of aggregate reported value in this sample
- Top 10 tracked holders: 99.3% of aggregate reported value in this sample
Whale activity this quarter
Across 23 tracked holders, 11 reduced, 8 increased, 4 held. Net positioning is net selling.
- Capital Research Global Investors ($9.08B) (▲ 1.2% qoq shares) · modeled avg cost estimate $163.37
- National Pension Service ($1.82B) (▲ 0.7% qoq shares) · modeled avg cost estimate $127.42
- PRIMECAP Management Company ($1.11B) (▼ 0.6% qoq shares)
- Viking Global Investors ($949.1M) (▲ 7.2% qoq shares)
- Mairs & Power Funds ($302.3M) (▼ 12.4% qoq shares)
- Davis Advisors ($155.9M) (▼ 14.4% qoq shares)
- Pzena Investment Management ($112.9M) (▲ 2.1% qoq shares) · modeled avg cost estimate $283.34
- Markel Group ($83.6M) (→ 0.0% qoq shares) · modeled avg cost estimate $102.11
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 7 covered tracked holders is $158.54 versus a current price of $334.49, so JPM trades above that estimate (+111.0%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Financials
JPM sits within the Financials sector alongside 139 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live JPM dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on JPM with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns JPM stock?
Whale Analyzer tracks 23 public-disclosure holders of JPM with a combined reported value of $13.78B. See the holder table above for the largest tracked positions.
Which top funds are buying JPM?
Tracked holders were net selling last quarter — 11 reduced, 8 increased, 4 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked JPM sample?
The top five tracked holders account for 96.2% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does JPM compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 7 covered tracked holders is $158.54 versus a current price of $334.49 (+111.0%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for JPM?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive JPM dashboard to explore them, or read our 13F Alpha Signals Guide.