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 Q1 2026 it was held by 15 managers with an aggregate reported value of $1.6B, which is 0.15% of the combined portfolio.
As of Q1 2026, 15 tracked institutional managers held JPM (JPMORGAN CHASE & CO) with an aggregate reported value of $1.6B — 0.15% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2026
- Ticker
- JPM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Viking Global Investors - Viking Global Investors | 2.23% | Add +41.9% | 2,704,018 | $795.41M |
| 2 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 3.17% | Reduce -17.4% | 1,054,197 | $310.1M |
| 3 | Christopher Davis - Davis Advisors | 0.75% | Reduce -2.6% | 556,452 | $163.69M |
| 4 | Richard Pzena - Pzena Investment Management | 0.32% | Reduce -1.5% | 337,262 | $99.21M |
| 5 | Thomas Gayner - Markel Asset Management | 0.62% | - | 252,550 | $74.29M |
| 6 | Thomas Russo - Gardner Russo & Quinn | 0.52% | Reduce -71.9% | 148,798 | $43.77M |
| 7 | David Katz - Matrix Asset Advisors | 3.63% | Reduce -1.2% | 134,535 | $39.57M |
| 8 | Dodge & Cox - Dodge & Cox | 0.02% | Reduce -4.8% | 118,455 | $34.84M |
| 9 | Francois Rochon - Giverny Capital | 0.56% | Add +0.9% | 52,298 | $15.38M |
| 10 | Torray Funds - Torray Funds | 1.68% | - | 38,859 | $11.43M |
| 11 | Samantha McLemore - Patient Capital Management | 0.32% | Reduce -0.1% | 29,362 | $8.64M |
| 12 | Bill Nygren - Oakmark Funds | 0.00% | Reduce -2.0% | 5,815 | $1.71M |
| 13 | Glenn Greenberg - Brave Warrior Advisors | 0.04% | - | 5,643 | $1.66M |
| 14 | Greenhaven Associates - Greenhaven Associates | 0.02% | - | 4,000 | $1.18M |
| 15 | Kahn Brothers Group - Kahn Brothers Group | 0.15% | Reduce -18.7% | 2,818 | $828.94K |
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