JPMORGAN CHASE & CO (JPM) Institutional Ownership

JPM is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.86B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Viking Global Investors, which reported ownership valued at approximately $795.41M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Viking Global Investors's JPM position is now estimated to be worth approximately $903.52M, representing an estimated gain of +13.59% since the filing period.

Major shareholders tracked on this page include Viking Global Investors, Mairs & Power Growth Fund, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 85% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward JPMORGAN CHASE & CO (JPM).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 202619$1,864,875,9386,361,285
Q4 202519$1,747,992,0825,444,316
Q3 202519$2,757,432,2638,765,318
Q2 202519$2,313,395,5478,001,535
Q1 202518$1,616,701,2936,612,544
Q4 202417$2,890,059,03912,078,414
Q3 202417$1,898,925,9379,027,533
Q2 202416$1,657,058,8568,214,561
Q1 202416$2,343,533,62811,953,269
Q4 202316$2,206,930,86313,887,563
Q3 202314$1,870,925,62912,921,976
Q2 202314$1,889,718,48413,005,501