Skip to main content

JPM - JPMORGAN CHASE & CO

This page shows which of the focused investors we track hold JPM and how their positions changed, so you can see how much conviction the group has in the stock.

In Q3 2026 it was held by 2 managers with an aggregate reported value of $43.08M, which is 0.23% of the combined portfolio.

As of Q3 2026, 2 tracked institutional managers held JPM (JPMORGAN CHASE & CO) with an aggregate reported value of $43.08M — 0.23% of the combined AlphaBaseline portfolio.

Get email alerts when a tracked manager trades JPM — sign in or create a free account.

Source
Curated SEC 13F filings
Period
Q3 2026
Ticker
JPM

13F data is delayed and excludes shorts/non-13F assets.

Holders

1David Katz - Matrix Asset Advisors3.52%Reduce -2.8%129,211$42.75M
2Greenhaven Associates - Greenhaven Associates0.00%Reduce -60.0%1,000$330.83K
Loading holder history for JPM…