JPM
Jpmorgan Chase & CO
16 super-investors hold JPM worth a combined $2.32B. The largest position: David Katz at 3.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 45 — ranked #72 of 724 scored stocks.
Why super-investors own JPM
Sixteen members of the cohort hold JPM, with a combined position value of $2.3B, though interest has been notably stable rather than accelerating — owner count has been flat at six for the past four quarters after a modest step-up from five. Viking Global Investors anchors the cohort in dollar terms at $795M, while David Katz carries the highest portfolio concentration at 3.6%. Activity in 2026Q1 was minimal: no new entrants, no additions, and only Thomas Russo trimming his position. The picture is one of quiet conviction rather than fresh enthusiasm — a core group of value-oriented and multi-asset managers holding a large-cap financial without meaningfully building. Aggregate interest appears to have plateaued.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (16) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Viking Global Investors | 2.2% | 15q | $795M | 2,704,018 |
| 2 | Joel Greenblatt | 0.5% | 40q | $715M | 2,432,173 |
| 3 | Mairs & Power Funds | 3.2% | 40q | $310M | 1,054,197 |
| 4 | Christopher Davis | 0.8% | 40q | $164M | 556,452 |
| 5 | Richard Pzena | 0.3% | 40q | $99M | 337,262 |
| 6 | Thomas Gayner | 0.6% | 40q | $74M | 252,550 |
| 7 | Thomas Russo | 0.5% | 34q | $44M | 148,798 |
| 8 | David Katz | 3.6% | 40q | $40M | 134,535 |
| 9 | Dodge & Cox Funds | <0.1% | 40q | $35M | 118,455 |
| 10 | Francois Rochon | 0.6% | 40q | $15M | 52,298 |
| 11 | Torray Funds | 1.7% | 35q | $11M | 38,859 |
| 12 | Samantha McLemore | 0.3% | 18q | $9M | 29,362 |
| 13 | Bill Nygren | <0.1% | 40q | $2M | 5,815 |
| 14 | Glenn Greenberg | <0.1% | 40q | $2M | 5,643 |
| 15 | Greenhaven Associates | <0.1% | 40q | $1M | 4,000 |
| 16 | Kahn Brothers Group | 0.1% | 4q | $829K | 2,818 |
- 1Viking Global Investorsport2.2%val$795M2,704,018 sh·15q held
- 2Joel Greenblattport0.5%val$715M2,432,173 sh·40q held
- 3Mairs & Power Fundsport3.2%val$310M1,054,197 sh·40q held
- 4Christopher Davisport0.8%val$164M556,452 sh·40q held
- 5Richard Pzenaport0.3%val$99M337,262 sh·40q held
- 6Thomas Gaynerport0.6%val$74M252,550 sh·40q held
- 7Thomas Russoport0.5%val$44M148,798 sh·34q held
- 8David Katzport3.6%val$40M134,535 sh·40q held
- 9Dodge & Cox Fundsport<0.1%val$35M118,455 sh·40q held
- 10Francois Rochonport0.6%val$15M52,298 sh·40q held
- 11Torray Fundsport1.7%val$11M38,859 sh·35q held
- 12Samantha McLemoreport0.3%val$9M29,362 sh·18q held
- 13Bill Nygrenport<0.1%val$2M5,815 sh·40q held
- 14Glenn Greenbergport<0.1%val$2M5,643 sh·40q held
- 15Greenhaven Associatesport<0.1%val$1M4,000 sh·40q held
- 16Kahn Brothers Groupport0.1%val$829K2,818 sh·4q held
Owners of JPM also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Thomas Russo | TRIM | 0.5% | -72% | $44M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 46625H100. Not investment advice.