Jpmorgan Chase (JPM) Held by Superinvestors
JPMORGAN CHASE & CO (JPM) is currently held by 19 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $1.95B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Viking Global Investors is currently the largest disclosed institutional shareholder of JPM tracked by InsiderSet, reporting ownership valued at approximately $949.06M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $965.47M, representing an estimated gain of +1.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed JPM value among the investors covered in this analysis. Major shareholders include Viking Global Investors, Mairs & Power Growth Fund, Parnassus Endeavor Fund, and several other long-term asset managers with concentrated positions in JPMORGAN CHASE & CO (JPM).
This page ranks the largest institutional JPM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Viking Global Investors | Ole Andreas Halvorsen | 2.71% | 2,899,386 | $949,056,019 | $965,466,544 | +$16,410,525 | +1.73% |
| Mairs & Power Growth Fund | Andrew R. Adams | 2.77% | 923,550 | $302,305,621 | $307,532,915 | +$5,227,294 | +1.73% |
| Parnassus Endeavor Fund | Parnassus Investments | 0.49% | 562,698 | $184,187,936 | $187,372,807 | +$3,184,871 | +1.73% |
| Sequoia Financial Advisors | 0.64% | 390,881 | $127,947,190 | $130,159,464 | +$2,212,274 | +1.73% | |
| Renaissance Technologies LLC | Jim Simons | 0.17% | 385,678 | $126,245,282 | $128,426,917 | +$2,181,635 | +1.73% |
| Hancock Classic Value | Richard Pzena | 0.32% | 334,094 | $109,358,989 | $111,249,961 | +$1,890,972 | +1.73% |
| Matrix Advisors Value Fund | David Katz | 3.54% | 132,893 | $43,499,983 | $44,252,040 | +$752,057 | +1.73% |
| Dodge & Cox Stock Fund | V. D. Dodge, E. M. Cox | 0.02% | 117,130 | $38,340,163 | $39,003,119 | +$662,956 | +1.73% |
| Cullen Value Fund | Jim Cullen | 3.53% | 89,073 | $29,157,224 | $29,660,418 | +$503,194 | +1.73% |
| Giverny Capital | Francois Rochon | 0.53% | 47,876 | $15,671,251 | $15,942,229 | +$270,978 | +1.73% |
| Gardner Russo & Quinn | Thomas Russo | 0.09% | 24,719 | $8,091,270 | $8,231,180 | +$139,910 | +1.73% |
| Eagle Capital Management | Ravenel Boykin Curry IV | 2.38% | 21,312 | $6,976,000 | $7,096,683 | +$120,683 | +1.73% |
| Matrix Private Capital Group | Richard S. Fuld | 1.21% | 8,470 | $2,772,485 | $2,820,425 | +$47,940 | +1.73% |
| Brave Warrior Advisors | Glenn Greenberg | 0.04% | 5,643 | $1,847,123 | $1,879,063 | +$31,940 | +1.73% |
| Torray Fund | Robert Torray | 0.13% | 2,959 | $968,569 | $985,317 | +$16,748 | +1.73% |
| Kahn Brothers Group | Thomas Graham, Alan, Irving Kahns | 0.15% | 2,878 | $942,055 | $958,345 | +$16,290 | +1.73% |
| Greenhaven Associates | Edgar Wachenheim III | 0.01% | 2,500 | $818,325 | $832,475 | +$14,150 | +1.73% |
| Eagle Capital Management | Ravenel Boykin Curry IV | 0.00% | 1,109 | $363,009 | $369,286 | +$6,277 | +1.73% |
| Lountzis Asset Management | Paul Lountzis | 0.10% | 954 | $312,273 | $317,672 | +$5,399 | +1.73% |
Frequently asked questions about JPM
Who are the largest superinvestors holding JPM?
The largest superinvestors holding JPM in the latest SEC Form 13F filings include Viking Global Investors, Mairs & Power Growth Fund, Parnassus Endeavor Fund, Sequoia Financial Advisors, and Renaissance Technologies LLC. InsiderSet ranks these superinvestors by their latest reported JPM position.
What does the JPM superinvestors page include?
This page tracks JPM positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. JPMORGAN CHASE & CO (JPM) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold JPM?
InsiderSet currently tracks 19 superinvestors reporting JPM holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own JPM.
How much JPM stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $1.95B in JPM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were JPM superinvestor holdings last updated?
The latest JPM superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor JPM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its JPM position after the reporting date.
Are superinvestors buying or selling JPM?
Buying and selling can be analyzed by comparing JPM positions across consecutive 13F reporting periods. InsiderSet's JPM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPM ownership changes.
How have superinvestor JPM holdings changed over time?
InsiderSet tracks JPM holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.