JPM
Jpmorgan Chase & CO
16 of the 83 super-investors we track hold JPM, worth a combined $2.45B per their latest 13F filings. The largest position: David Katz at 3.5% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Conviction score: 44 of 100 (how strongly the cohort backs it) — ranked #83 of 742 stocks. The stock is up 8.1x since a tracked investor first held it at conviction size (Q1 2014 or earlier).
Held through it: Glenn Greenberg (47q straight), Greenhaven Associates (46q straight), Christopher Davis (49q straight) and 20 more. All multibaggers the cohort held →
Why super-investors own JPM
JPM is held by 16 super-investors in our cohort, with a combined position value of $2.4B. The highest-conviction owner is David Katz at 3.5% of their portfolio. This quarter the cohort registered 2 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How 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 | 2.7% | 16q | $949M | 2,899,386 |
| 2 | Joel Greenblatt | 0.4% | 40q | $725M | 2,214,465 |
| 3 | Mairs & Power Funds | 2.8% | 40q | $302M | 923,550 |
| 4 | Christopher Davis | 0.7% | 40q | $156M | 476,389 |
| 5 | Richard Pzena | 0.3% | 40q | $109M | 334,094 |
| 6 | Thomas Gayner | 0.6% | 40q | $83M | 252,550 |
| 7 | David Katz | 3.5% | 40q | $43M | 132,893 |
| 8 | Dodge & Cox Funds | <0.1% | 40q | $38M | 117,130 |
| 9 | Francois Rochon | 0.5% | 40q | $16M | 47,876 |
| 10 | Samantha McLemore | 0.3% | 19q | $10M | 29,360 |
| 11 | Thomas Russo | 0.1% | 35q | $8M | 24,719 |
| 12 | Bill Nygren | <0.1% | 40q | $2M | 6,215 |
| 13 | Glenn Greenberg | <0.1% | 40q | $2M | 5,643 |
| 14 | Torray Funds | 0.1% | 36q | $969K | 2,959 |
| 15 | Kahn Brothers Group | 0.1% | 5q | $829K | 2,818 |
| 16 | Greenhaven Associates | <0.1% | 40q | $818K | 2,500 |
- 1Viking Global Investorsport2.7%val$949M2,899,386 sh·16q held
- 2Joel Greenblattport0.4%val$725M2,214,465 sh·40q held
- 3Mairs & Power Fundsport2.8%val$302M923,550 sh·40q held
- 4Christopher Davisport0.7%val$156M476,389 sh·40q held
- 5Richard Pzenaport0.3%val$109M334,094 sh·40q held
- 6Thomas Gaynerport0.6%val$83M252,550 sh·40q held
- 7David Katzport3.5%val$43M132,893 sh·40q held
- 8Dodge & Cox Fundsport<0.1%val$38M117,130 sh·40q held
- 9Francois Rochonport0.5%val$16M47,876 sh·40q held
- 10Samantha McLemoreport0.3%val$10M29,360 sh·19q held
- 11Thomas Russoport0.1%val$8M24,719 sh·35q held
- 12Bill Nygrenport<0.1%val$2M6,215 sh·40q held
- 13Glenn Greenbergport<0.1%val$2M5,643 sh·40q held
- 14Torray Fundsport0.1%val$969K2,959 sh·36q held
- 15Kahn Brothers Groupport0.1%val$829K2,818 sh·5q held
- 16Greenhaven Associatesport<0.1%val$818K2,500 sh·40q held
Owners of JPM also hold
Congress is trading JPM
Congress tracker →- Steve Cohenbought$100,001 - $250,000 · 2026-08-05
- John Boozmansold$1,001 - $15,000 · 2026-07-23
- Rohit Khannasold$1,001 - $15,000 · 2026-06-05
- John R Curtisbought$100,001 - $250,000 · 2026-06-02
- Rohit Khannabought$1,001 - $15,000 · 2026-06-01
- Rohit Khannabought$1,001 - $15,000 · 2026-05-18
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Thomas Russo | TRIM | 0.1% | -83% | $8M | Aug 13, 2026 |
| Greenhaven Associates | TRIM | <0.1% | -38% | $818K | Jul 28, 2026 |
Long US equity 13F-HR filings only. CUSIP 46625H100. Not investment advice.