InvestorLens

JPM — JPMORGAN CHASE & CO.

Financial Services · Banks

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About JPMORGAN CHASE & CO. (JPM)

JPMORGAN CHASE & CO. (JPM) appears in the most recent 13F filings of 5 tracked institutional investors. JPMORGAN CHASE & CO. is classified in the Financial Services sector (Banks industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $3.6B. Across recent filings, tracked investors recorded 4 new positions, 0 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in JPM

100
/100
Strong Institutional Accumulation
Added / Increased4
Reduced0
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track JPM

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

JPM Ownership Composition

How JPMORGAN CHASE & CO. is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
98% of tracked value
Institutions
5
tracked investors
Total Reported
$5.3B
combined 13F value
Sectors2
  • Other98.4%
  • Hedge Funds1.6%
Other(3)
98.4%
Hedge Funds(2)
1.6%

Tracked investors reporting JPM

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    12.1M
    Value
    $3.6B
    % Portfolio
    0.58%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    2.9M
    Value
    $863.6M
    % Portfolio
    0.36%
  • Andreas HalvorsenMar 31, 2026
    Viking Global Investors
    Shares
    2.7M
    Value
    $795.4M
    % Portfolio
    2.23%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    163.5K
    Value
    $48.1M
    % Portfolio
    0.06%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    118.4K
    Value
    $34.8M
    % Portfolio
    0.38%

Recent activity

Frequently asked questions

How many institutional investors hold JPM?
5 tracked institutional investors disclosed a position in JPM (JPMORGAN CHASE & CO.) in their most recent 13F filing.
Who is the largest institutional holder of JPM?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in JPM, valued at $3.6B.
Did institutional ownership of JPM increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 0 increased, 0 reduced, and 0 fully exited JPM.
What sector is JPM in?
JPMORGAN CHASE & CO. is classified in the Financial Services GICS sector, Banks industry.
Where does this JPM ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.