Follow-The-Filings

Security · featured owners

JPM Jpmorgan Chase & Co.

Financials COM Equity as of 2026 Q2 among managers we track

  • 23 Owners
  • #18
  • Max 22.5%
  • Master 0.18%
  • $3B
  • 2 new 4 add 12 reduce

Who owns this now

Largest portfolio weights among featured holders · max 22.5% (Claude Leveille - Courant Investment Management) · not free-float ownership

  1. Claude Leveille 22.5%
  2. Kentucky Trust Co. add 3.6%
  3. David Katz reduce 3.5%
  4. Mairs & Power reduce 2.8%
  5. Andreas Halvorsen add 2.7%
  6. Lewis Sanders reduce 1.3%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 1.3% Reduce −1.5% 3,837,596 $1.3B history
Andreas Halvorsen - Viking Global Investors 2026 Q2 2.7% Add +7.2% 2,899,386 $949M history
Mairs & Power 2026 Q2 2.8% Reduce −12.4% 923,550 $302M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.67% Reduce −14.4% 476,389 $156M history
Richard Pzena - Pzena Investment Management 2026 Q2 0.32% Reduce −0.9% 334,094 $109M history
Thomas Gayner - Markel Group 2026 Q2 0.63% Hold 252,550 $83M history
David Katz - Matrix Asset Advisors 2026 Q2 3.5% Reduce −1.2% 132,893 $44M history
George Soros - Soros Fund Management 2026 Q2 0.48% Hold 118,358 $39M history
Dodge & Cox 2026 Q2 0.02% Reduce −1.1% 117,130 $38M history
Claude Leveille - Courant Investment Management 2026 Q2 22.5% Hold 70,697 $23M history
Francois Rochon - Giverny Capital 2026 Q2 0.53% Reduce −8.5% 47,876 $16M history
Samantha Mclemore - Patient Capital Management 2026 Q2 0.32% Reduce 0.0% 29,360 $10M history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 0.09% Reduce −83.4% 24,719 $8M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 3.6% Add +6.1% 22,724 $7M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% Add +6.9% 6,215 $2M history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.04% Hold 5,643 $2M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% New <0.01% 5,300 $2M history
Torray Investment Partners 2026 Q2 0.13% Reduce −92.4% 2,959 $969K history
Kahn Brothers Group 2026 Q2 0.15% Add +2.1% 2,878 $942K history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.29% Hold 2,500 $819K history
Greenhaven Associates 2026 Q2 0.01% Reduce −37.5% 2,500 $818K history
Steven Check - Check Capital Management 2026 Q2 0.01% New 0.01% 957 $313K history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 <0.01% Reduce −37.7% 896 $293K history

23 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
424B2 PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRICING SUPPLEMENT Filing Doc
424B2 PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc
424B2 PRELIMINARY PRICING SUPPLEMENT Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

financials

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

Income statement

Metric FY2023 FY2024 FY2025
Revenue $158.1B $177.56B $182.45B
Net income $49.55B $58.47B $57.05B
Net margin * 31.3% 32.9% 31.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $3.88T $4T $4.42T
Total equity $327.88B $344.76B $362.44B

Cash flow

Metric 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

ownership over time

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