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JPM

Name: JPM reported investor holdings
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Jpmorgan Chase & CO

16 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.

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Who reports owning JPM?

Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.

#↑	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

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Showing 5 of 16

Go beyond ownership.

JPMorgan Chase provides consumer and commercial banking, investment banking, transaction processing and asset management. It earns interest income and fees from these financial services.

Question to investigate: How much of JPMorgan Chase’s earnings strength comes from repeatable banking activity rather than investment gains, and can it endure a weaker credit cycle?

Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.

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Filing dates and original SEC sources

A material reported change · Q2 2026

Thomas Russo reduced reported JPM shares by 83.4%.

Holdings as of Jun 30, 2026 · filed Aug 13, 2026. Position at period end: 0.1% of the reported portfolio. The filing does not reveal the trade date, price, or reason.

Read the SEC filing ↗See the change in context →

Reported position changes

Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.

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

Explore earlier changes and contrasting evidence

Selected historical records. Retrospective outcomes do not establish predictive skill.

Q2 2026
filed Aug 13, 2026
44d lag
TRIM-83.4%
Thomas Russo · 0.5% of reported portfolio
Original SEC filing ↗
-7.8% vs SPY
35 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 30, 2026
30d lag
TRIM-92.4%
Torray Funds · 1.7% of reported portfolio
Original SEC filing ↗
-8.8% vs SPY
45 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
ADD+41.9%
Viking Global Investors · 2.2% of reported portfolio
Original SEC filing ↗
+15.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
ADD+87.0%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
+15.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 13, 2026
43d lag
TRIM-71.9%
Thomas Russo · 1.8% of reported portfolio
Original SEC filing ↗
+17.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-62.3%
Viking Global Investors · 4.1% of reported portfolio
Original SEC filing ↗
-10.0% vs SPY
63 sessions after disclosure
direction supported so far

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Long US 13F disclosures omit shorts and can be amended. CUSIP 46625H100. No current price, valuation or manager motive is inferred.