JPM
JPMorgan Chase · Financials
Smart money activity
Every tracked buy, add, trim, and exit on JPM by the best portfolio managers in the world. Ranked by manager quality inside each quarter.
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 1.60% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 4.10% |
Joel GreenblattElite Gotham Asset Management | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
François RochonTier 1 Giverny Capital | 0.50% |
Andreas HalvorsenElite Viking Global Investors | 3.40% |
Oakmark Funds | 0.00% |
Joel GreenblattElite Gotham Asset Management | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.40% |
Andreas HalvorsenElite Viking Global Investors | 1.70% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 5.80% |
Joel GreenblattElite Gotham Asset Management | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
François RochonTier 1 Giverny Capital | 0.30% |
Andreas HalvorsenElite Viking Global Investors | 2.80% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
Insider activity
SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.
| Insider | Value |
|---|---|
Petno Douglas B Co-CEO CIB | $1.70M |
Lake Marianne CEO CCB | $1.92M |
Erdoes Mary E. CEO Asset & Wealth Management | $1.98M |
Lake Marianne CEO CCB | $1.92M |
Petno Douglas B Co-CEO CIB | $1.70M |
Beer Lori A Chief Information Officer | $950K |
Erdoes Mary E. CEO Asset & Wealth Management | $1.98M |
Beer Lori A Chief Information Officer | $950K |
Petno Douglas B Co-CEO CIB | $0 |
Petno Douglas B Co-CEO CIB | $0 |
Petno Douglas B Co-CEO CIB | $0 |
Petno Douglas B Co-CEO CIB | $0 |
Buyback program
Tracked SEC disclosures — how aggressively JPMorgan Chase & Co. repurchases its own stock.
Congressional trades
STOCK Act disclosures from U.S. House and Senate members trading JPM.
| Member | Action | Range |
|---|---|---|
| Josh Gottheimer House · D-NJ | buy | $100K–$250K |
ETF holders
Tracked US ETFs with JPM in their top-10 holdings.
Latest news
Recent headlines for JPM.
Hedge funds holding JPM
1 superinvestor hold JPMorgan Chase as a top position. Sorted by % of portfolio.
| Manager | % Portfolio |
|---|---|
Best-in-class bank franchise. | 2.8% |
What will you keep of every $100 in JPM dividend?
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Get alerts when they buy or sell JPM
One email per 13F filing — you'll know within hours if any tracked manager moves on JPM.
Related smart-money signals
Frequently asked questions
Who owns JPM?
1 tracked superinvestors hold JPMorgan Chase (JPM) as a top position based on the latest SEC 13F filings. Largest tracked holder: Joel Greenblatt at 2.8% of portfolio. Full ranking by % of portfolio shown in the table below.
How many hedge funds hold JPM?
1 of HoldLens's tracked superinvestors hold JPM according to the latest SEC 13F filings. The sum of conviction across those holders is 3% (sum of each manager's % of portfolio in JPM).
Who is the biggest hedge-fund holder of JPM?
Among HoldLens's tracked superinvestors, Joel Greenblatt holds the largest JPM position at 2.8% of portfolio. Best-in-class bank franchise.
What sector is JPM?
JPMorgan Chase (JPM) is classified as Financials. Smart-money activity, insider trades (SEC Form 4), buybacks, short interest, congressional trades, and ETF ownership for JPM are all aggregated on this page.
Data sourced from SEC 13F filings. JPM ownership reflects publicly disclosed long positions only. Not investment advice.