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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 19 | $1,864,875,938 | 6,361,285 |
| Q4 2025 | 19 | $1,747,992,082 | 5,444,316 |
| Q3 2025 | 19 | $2,757,432,263 | 8,765,318 |
| Q2 2025 | 19 | $2,313,395,547 | 8,001,535 |
| Q1 2025 | 18 | $1,616,701,293 | 6,612,544 |
| Q4 2024 | 17 | $2,890,059,039 | 12,078,414 |
| Q3 2024 | 17 | $1,898,925,937 | 9,027,533 |
| Q2 2024 | 16 | $1,657,058,856 | 8,214,561 |
| Q1 2024 | 16 | $2,343,533,628 | 11,953,269 |
| Q4 2023 | 16 | $2,206,930,863 | 13,887,563 |
| Q3 2023 | 14 | $1,870,925,629 | 12,921,976 |
| Q2 2023 | 14 | $1,889,718,484 | 13,005,501 |
Related JPM Institutional Insights:
- JPM Institutional Ownership & Insiders Activity
- JPM Institutional Ownership & 13F Activity
- JPM Top Institutional Shareholders
- JPM Institutional Buying Activity
- JPM Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- JPM Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings