JPMORGAN CHASE & CO (JPM) Institutional Ownership Changes & 13F Activity

JPMORGAN CHASE & CO (JPM) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Viking Global Investors, Renaissance Technologies LLC, Gardner Russo & Quinn, Mairs & Power Growth Fund, and Parnassus Endeavor Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2025Mairs & Power Growth FundSell-139,4361,361,530$429,467,408
Q3 2025Dodge & Cox Stock FundSell-73,028194,655$61,400,027
Q3 2025Gardner Russo & QuinnSell-28,670545,030$171,918,813
Q3 2025Torray FundSell-14,54538,859$12,257,294
Q3 2025Parnassus Endeavor FundBuy4,512523,658$165,177,443
Q3 2025Sequoia Financial AdvisorsBuy4,211364,523$114,981,522
Q3 2025Cullen Value FundSell-2,304101,166$31,362,604
Q3 2025Hancock Classic ValueSell-2,291340,025$107,254,086
Q3 2025Greenhaven AssociatesSell-1,0004,000$1,261,720
Q3 2025Matrix Advisors Value FundSell-400138,783$43,776,278
Q3 2025Giverny CapitalSell-24550,705$15,993,878
Q3 2025Eagle Capital ManagementBuy1641,273$401,542
Q3 2025Kahn Brothers GroupSell-1072,668$841,567
Q3 2025Lountzis Asset ManagementSell-1001,116$352,020
Q3 2025Renaissance Technologies LLCBuy892,167$683,568
Q3 2025Eagle Capital ManagementSell-7521,782$6,871
Q3 2025Matrix Private Capital GroupSell-188,675$2,736,355
Q2 2025Viking Global InvestorsBuy1,870,3864,042,034$1,171,826,077
Q2 2025Gardner Russo & QuinnSell-469,654573,700$166,321,367
Q2 2025Mairs & Power Growth FundSell-161,8041,500,966$435,145,053
Q2 2025Parnassus Endeavor FundBuy145,324519,146$150,505,617
Q2 2025Hancock Classic ValueBuy30,083342,316$99,240,832
Q2 2025Renaissance Technologies LLCSell-23,0822,078$603,400
Q2 2025Sequoia Financial AdvisorsBuy11,624360,312$104,457,947
Q2 2025Dodge & Cox Stock FundSell-9,340267,683$77,603,979
Q2 2025Torray FundSell-8,69353,404$15,482,354
Q2 2025Giverny CapitalBuy6,46750,950$14,770,915
Q2 2025Matrix Advisors Value FundSell-5,378139,183$40,350,410
Q2 2025Kahn Brothers GroupBuy2,7752,775$804,500
Q2 2025Cullen Value FundBuy1,776103,470$29,997,018

Frequently asked questions about JPM activity

  • Which institutional owners are buying JPM?

    Institutional owners buying JPM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JPM activity?

    "Buy" means an investor increased their reported position in JPM compared to the prior reporting period. This reflects growing exposure to JPMORGAN CHASE & CO (JPM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JPM increasing?

    Institutional interest in JPM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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