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Of the 19 tracked institutions holding JPM, 12 have a 3-year clone track record — 9 of them beat the S&P. Average holder's clone alpha: +2.5pt. It's a gauge of who owns the name, not just how many.
Among the 19 tracked institutional investors we monitor, JPM (JPMORGAN CHASE & CO.) is held with a combined value of $218.90B across 718,828,690 shares. The largest holder is VANGUARD GROUP INC with a position worth $85.63B (1.24% of their portfolio). 8 funds increased their holdings. 10 funds reduced their position.
Total Institutional Value
$218.90B
Total Shares Held
718,828,690
Institutional Holders
19
% of Shares Outstanding
26.8%
of 2.68B shares · SEC 2026-03-31
Days to Cover
2.4-10.7%
26.87M shares short · FINRA 2026-06-30
Tracked 13F institutions hold 26.8% of JPM's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-03-31), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
35
$104.45M
Total Transactions
35
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jun 22, 2026 | Stacey Friedman | S | Sale | 5,467 | $1.81M |
| May 20, 2026 | Stacey Friedman | S | Sale | 5,468 | $1.64M |
| May 15, 2026 | Douglas B Petno | S | Sale | 5,659 | $1.70M |
| May 15, 2026 | Mary E. Erdoes | S | Sale | 6,648 | $1.98M |
| May 15, 2026 | Marianne Lake | S | Sale | 6,427 | $1.92M |
| May 15, 2026 | Lori A Beer | S | Sale | 3,165 | $949.66K |
| May 5, 2026 | Jeremy Barnum | S | Sale | 3,022 | $935.03K |
| May 5, 2026 | Jennifer Piepszak | S | Sale | 4,919 | $1.52M |
| May 5, 2026 | ASHLEY BACON | S | Sale | 4,070 | $1.26M |
| Apr 15, 2026 | Lori A Beer | S | Sale | 3,166 | $970.66K |
Showing 10 of 35 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $85.63B | 1.24% | -0.1% |
| 2 | BlackRock, Inc. | $61.25B | 1.07% | -1.6% |
| 3 | STATE STREET CORP | $36.56B | 1.26% | -0.9% |
| 4 | FMR LLC | $9.25B | 0.49% | -12.0% |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $8.09B | 0.93% | -1.6% |
| 6 | Capital Research Global Investors | $8.06B | 1.25% | +25.0% |
| 7 | Fisher Asset Management, LLC | $5.01B | 1.70% | +6.3% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | $1.13B | 0.21% | -63.2% |
| 9 | MILLENNIUM MANAGEMENT LLC | $863.58M | 0.36% | -10.6% |
| 10 | VIKING GLOBAL INVESTORS LP | $795.41M | 2.23% | +41.9% |
| Member | Type | Date |
|---|---|---|
| Sheldon Whitehouse | Sell | Apr 13, 2026 |
| Elizabeth Fletcher | Sell | Apr 8, 2026 |
| Alan Armstrong | Sell | Mar 27, 2026 |
| David J. Taylor | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of JPM with a position worth $85.63B, representing 1.24% of their portfolio. In total, 19 institutional investors hold JPM with a combined value of $218.90B.
Institutional investors hold $218.90B worth of JPM stock across 19 positions. The largest institutional holder is VANGUARD GROUP INC with $85.63B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For JPM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their JPM positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Jan 29, 2026 |
| Katie Britt | Sell | Jan 28, 2026 |
| Jonathan Jackson | Buy | Jan 20, 2026 |
| Markwayne Mullin | Buy | Dec 29, 2025 |
| Roger Williams | Buy | Dec 22, 2025 |
Showing 8 of 98. STOCK Act disclosures lag up to 45 days.
Last Close
$353.21
2026-07-24
YTD
+8.5%
100% of 52-week range
