InvestorLens

JPM — JPMORGAN CHASE & CO.

Financial Services · Banks

Sign in to save7 tracked investors reported this
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

Why are billionaires buying JPM?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
72
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
0 congressional purchases, 3 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their JPM position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 0 congressional purchases, 3 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Ray Dalio, Andreas Halvorsen)
  • +7 tracked investors reported holding JPM at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Financial Servicessource
Contradicting evidence — always shown
  • −Congressional disclosures lean toward selling (3 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About JPMORGAN CHASE & CO. (JPM)

JPMORGAN CHASE & CO. (JPM) appears in the most recent 13F filings of 7 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 $4.1B. Across recent filings, tracked investors recorded 8 new positions, 11 increased, 7 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in JPM

61
/100
Institutional Accumulation
Added / Increased19
Reduced7
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track JPM

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

JPM Ownership Composition

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

Dominant Type
Multi-Strategy / Quant
81% of tracked value
Institutions
7
tracked investors
Total Reported
$6.3B
combined 13F value
Types3
  • Multi-Strategy / Quant81.4%
  • Other15.0%
  • Macro3.7%
Multi-Strategy / Quant(3)
81.4%
Other(1)
15.0%
Macro(3)
3.7%

Tracked investors currently reporting JPM

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    12.6M
    Value
    $4.1B
    % Portfolio
    0.47%
  • Andreas HalvorsenJun 30, 2026
    Viking Global Investors
    Shares
    2.9M
    Value
    $949.1M
    % Portfolio
    2.71%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    2.8M
    Value
    $902M
    % Portfolio
    0.33%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    569.4K
    Value
    $186.4M
    % Portfolio
    0.26%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    367.6K
    Value
    $120.3M
    % Portfolio
    0.13%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    118.4K
    Value
    $38.7M
    % Portfolio
    0.48%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    23.5K
    Value
    $7.7M
    % Portfolio
    0.03%

Recent activity

Frequently asked questions

How many institutional investors hold JPM?
7 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 $4.1B.
Did institutional ownership of JPM increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 11 increased, 7 reduced, and 5 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.
JPM (JPMORGAN CHASE & CO.) — Institutional Holders & 13F — InvestorLens