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 2025 it was held by 15 managers with an aggregate reported value of $2.72B, which is 0.24% of the combined portfolio.

As of Q3 2025, 15 tracked institutional managers held JPM (JPMORGAN CHASE & CO.) with an aggregate reported value of $2.72B0.24% 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 2025
Ticker
JPM

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

Holders

1Viking Global Investors - Viking Global Investors4.14%Add +25.2%5,059,060$1.6B
2Mairs & Power Growth Fund - Mairs & Power Growth Fund4.04%Reduce -9.3%1,361,530$429.47M
3Christopher Davis - Davis Advisors 0.98%Reduce -6.3%595,626$187.88M
4Thomas Russo - Gardner Russo & Quinn1.84%Reduce -5.0%545,030$171.92M
5Richard Pzena - Pzena Investment Management0.35%Reduce -0.7%340,025$107.25M
6Thomas Gayner - Markel Asset Management0.65%-252,550$79.66M
7Dodge & Cox - Dodge & Cox0.03%Reduce -27.3%194,655$61.4M
8David Katz - Matrix Asset Advisors4.06%Reduce -0.3%138,783$43.78M
9Francois Rochon - Giverny Capital0.51%Reduce -0.5%50,705$15.99M
10Torray Funds - Torray Funds1.66%Reduce -27.2%38,859$12.26M
11Samantha McLemore - Patient Capital Management0.37%Reduce -0.0%29,379$9.27M
12Bill Nygren - Oakmark Funds0.00%Reduce -1.7%5,705$1.8M
13Glenn Greenberg - Brave Warrior Advisors0.04%-5,643$1.78M
14Greenhaven Associates - Greenhaven Associates0.02%Reduce -20.0%4,000$1.26M
15Kahn Brothers Group - Kahn Brothers Group0.16%Reduce -3.9%2,668$841.57K
Loading holder history for JPM