Security

JPM

Jpmorgan Chase & Co. · COM

CUSIP 46625H100 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity → earnings →
owners 28
rank #16
master % 0.19%
max % 3.6%
tracked value $142.4B
qoq N 0 A 9 R 15

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Kentucky Trust Co. 2026 Q2 3.6% Add +0.27 pp 22,724 $7.4B hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 3.5% Reduce -0.09 pp 132,893 $43.5B hist
Mairs & Power Inc. 2026 Q1 3.2% Reduce -0.79 pp 1,054,197 $310M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 2.2% Add +0.60 pp 2,704,018 $795M hist
Ancora Advisors LLC 2026 Q1 1.8% Reduce -0.19 pp 280,357 $82M hist
Torray Investment Partners LLC 2026 Q1 1.7% — 38,859 $11M hist
Lewis Sanders - Sanders Capital, LLC 2026 Q1 1.4% Reduce -0.23 pp 3,896,565 $1.1B hist
Vanguard Group Inc. 2025 Q4 1.2% Reduce -0.01 pp 265,758,185 $85.6B hist
Natixis Advisors, LLC 2026 Q1 0.9% Reduce -0.14 pp 2,128,446 $626M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.8% Reduce -0.08 pp 556,452 $164M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.6% Add +0.54 pp 3,458,040 $1B hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 0.6% Add +0.01 pp 52,298 $15M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 0.5% Reduce -1.32 pp 148,798 $44M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.4% Add +0.37 pp 118,358 $35M hist
Renaissance Technologies LLC 2026 Q1 0.3% Add +0.32 pp 688,350 $202M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.3% Reduce -0.01 pp 337,262 $99M hist
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 0.3% Reduce -0.05 pp 29,362 $9M hist
Two Sigma Investments, LP 2025 Q4 0.2% Exit -0.18 pp 397,014 $128M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Reduce -0.09 pp 1,226,765 $361M hist
Kahn Brothers Group Inc. 2026 Q1 0.2% Reduce -0.05 pp 2,818 $829 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.05 pp 2,432,173 $715M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.03 pp 114,074 $34M hist
Glenn Greenberg - Brave Warrior Advisors, LLC 2026 Q1 0.0% — 5,643 $2M hist
Dodge & Cox 2026 Q1 0.0% Reduce 0.00 pp 118,455 $35M hist
Greenhaven Associates Inc. 2026 Q1 0.0% — 4,000 $1M hist
Steven Check - Check Capital Management INC/CA 2026 Q1 0.0% Add 0.00 pp 956 $281 hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.0% Reduce 0.00 pp 5,815 $2M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce 0.00 pp 1,438 $423 hist

28 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $158.1B $177.56B $182.45B
Gross profit — — —
Gross margin — — —
Net income $49.55B $58.47B $57.05B
Net margin * 31.3% 32.9% 31.3%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $3.88T $4T $4.42T
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $327.88B $344.76B $362.44B

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $12.97B -$42.01B -$147.78B
Cash from investing $67.64B -$163.4B -$265.56B
Cash from financing -$25.57B $63.45B $269.53B
Net change in cash $56.92B -$154.83B -$125.98B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0000019617

ownership over time

filing count by report period · click a bar for that quarter’s holders