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JPM

JPMorgan Chase & Co. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
20 of 97 filed · prev 19
Median weight
0.32%
Sector
Financials
Type
equity · US

Moves7 this quarter

Streakslongest holders · 53 quarters on record

  1. Matrix David Katz, CIO 3.5%53+ quarters
  2. Mairs Andrew Adams, CIO 2.8%53+ quarters
  3. Davis Chris Davis, portfolio manager 0.7%53+ quarters
  4. Pzena Caroline Cai, CEO 0.3%53+ quarters
  5. Dodge & Cox David Hoeft, CIO 0.0%53+ quarters

The record for JPM begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding20 Q2 2026

Largest weight3.5% Q2 2026

Holders20 of 97 filed

MatrixDavid Katz, CIO3.54%132,893$43Mtrimmed−1%−0.09 pp53+ q
MairsAndrew Adams, CIO2.77%923,550$302Mtrimmed−12%−0.40 pp53+ q
VikingAndreas Halvorsen, CEO2.71%2,899,386$949Madded+7%+0.48 pp9 q
DavisChris Davis, portfolio manager0.67%476,389$156Mtrimmed−14%−0.08 pp53+ q
PRIMECAPJoel Fried, portfolio manager0.65%3,382,627$1.1Btrimmed−1%−0.14 pp27 q
SorosDawn Fitzpatrick, CIO0.64%118,358$39Mheld—3 q
MarkelTom Gayner, CEO0.63%252,550$83Mheld—45 q
GivernyFrançois Rochon, CEO0.53%47,876$16Mtrimmed−8%—41 q
BrandesKenneth Little, portfolio manager0.34%147,529$48Madded+1%—49 q
PatientSamantha McLemore, CIO0.32%29,360$10Mtrimmed−0%—19 q
PzenaCaroline Cai, CEO0.32%334,094$109Mtrimmed−1%—53+ q
KahnThomas Kahn, portfolio manager0.15%2,878$942,055added+2%—5 q
TorrayJames Bailey, portfolio manager0.13%2,959$968,569trimmed−92%−1.55 pp29 q
RussoTimothy Quinn, portfolio manager0.09%24,719$8Mtrimmed−83%−0.43 pp27 q
GreenbergGlenn Greenberg, portfolio manager0.04%5,643$2Mheld—48 q
Dodge & CoxDavid Hoeft, CIO0.02%117,130$38Mtrimmed−1%—53+ q
CheckpartialSteven Check, CIO0.01%1,914$626,558added×2.0—7 q
GreenhavenEdgar Wachenheim, founder0.01%2,500$818,325trimmed−38%—47 q
OakmarkBill Nygren, CIO0.00%6,215$2Madded+7%—53+ q
BaronRon Baron, CEO0.00%5,300$2Mnew—new