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
Q4 2024Cullen Value FundBuy313101,499$24,330,402
Q4 2024Eagle Capital ManagementBuy1321,949$5,261
Q3 2024Viking Global InvestorsBuy686,7133,696,535$779,451,370
Q3 2024Hancock Classic ValueSell-76,182884,350$186,474,041
Q3 2024Renaissance Technologies LLCSell-55,777254,865$53,741,917
Q3 2024Gardner Russo & QuinnSell-52,1281,440,707$303,787,481
Q3 2024Sequoia Financial AdvisorsBuy17,873283,286$59,733,715
Q3 2024Matrix Advisors Value FundSell-14,267166,791$35,169,550
Q3 2024Dodge & Cox Stock FundSell-4,340303,575$64,011,825
Q3 2024Mairs & Power Growth FundSell-3,1431,720,372$362,757,640
Q3 2024Giverny CapitalBuy3,09843,324$9,135,299
Q3 2024Torray FundBuy2,64387,219$18,390,998
Q3 2024Greenhaven AssociatesSell-2,5005,000$1,054,300
Q3 2024Cullen Value FundBuy319101,186$21,336,094
Q3 2024Eagle Capital ManagementBuy6921,936$4,625
Q3 2024Lountzis Asset ManagementSell-481,367$288,245
Q2 2024Greenhaven AssociatesSell-4,618,8847,500$1,516,950
Q2 2024Viking Global InvestorsBuy2,890,1163,009,822$608,766,598
Q2 2024Brave Warrior AdvisorsSell-1,292,9855,643$1,141,353
Q2 2024Hancock Classic ValueSell-354,223960,532$194,277,202
Q2 2024Gardner Russo & QuinnSell-217,6591,492,835$301,940,754
Q2 2024Torray FundBuy71,70784,576$17,106,342
Q2 2024Dodge & Cox Stock FundSell-12,650307,915$62,278,888
Q2 2024Sequoia Financial AdvisorsSell-9,668265,413$53,682,345
Q2 2024Eagle Capital ManagementSell-7,0371,109$224,306
Q2 2024Mairs & Power Growth FundBuy6,9691,723,515$348,598,144
Q2 2024Matrix Advisors Value FundSell-3,187181,058$36,621,000
Q2 2024Cullen Value FundSell-1,467100,867$20,401,436
Q2 2024Giverny CapitalBuy1,02340,226$8,136,111
Q2 2024Matrix Private Capital GroupBuy8910,268$2,076,806

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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