13F · JPMORGAN CHASE & CO

JPM institutional ownership and 13F activity

Track JPM institutional ownership through SEC 13F filings, including top shareholders, reported positions, portfolio weights, buys, sells, and quarterly holding trends.

Historical filing data, not live positions.Snapshot generated Sep 12, 2026 from SEC EDGAR 13F-HR information tables. 13F reports can arrive up to 45 days after quarter-end and omit many asset types.
01

JPM Institutional Ownership Snapshot

See how many institutions reported JPM, their combined market value, ownership concentration, and latest position changes.

Active holders1
Reported value$38.7M
Top 5 concentration100.0%
New holders0
Reduced holders0
Exited holders0
02

JPM Ownership Takeaways

Highlights from the latest JPM 13F filings, including the largest holder, biggest increase, largest reduction, and ownership concentration.

Largest reported holderSoros Fund Management$38.7M · 0.48% of its portfolio
Largest increase—Based on reported share-count change versus the prior filing.
Largest reduction—Reported changes can reflect trading, prices, or filing coverage.
Ownership concentration100.0%of aggregate reported value is held by the top five tracked holders.
03

Who Owns JPM? Institutional Holders

Compare 1 current and exited JPM positions by manager, shares, reported market value, portfolio weight, and quarter-over-quarter change.

ManagerSharesReported valuePortfolio weightShare changeStatus
Soros Fund ManagementJun 30, 2026 · CIK 0001029160118,358$38.7M0.48%0.0%Unchanged
04

JPM Institutional Buying and Selling

See which institutions opened, increased, reduced, or exited JPM positions compared with their previous 13F filing.

New 0

No holders in this category.

Increased 0

No holders in this category.

Reduced 0

No holders in this category.

Exited 0

No holders in this category.

05

Types of Institutional Holders

Compare concentrated funds, diversified managers, and broad portfolios that reported JPM. Categories are based on portfolio breadth, not SEC classifications.

Broad portfolios1
tracked holders
06

JPM Institutional Ownership by Quarter

Follow reported JPM holders, shares, and market value across recent quarters. The institutions included may vary by filing period.

Q2 20261 holders
$38.7M118,358 shares
Q1 20261 holders
$34.8M118,358 shares
Q4 20251 holders
$697,6062,165 shares
Q2 20250 holders
$00 shares
QuarterHoldersReported valueSharesNewExits
Jun 30, 20261$38.7M118,35800
Mar 31, 20261$34.8M118,35800
Dec 31, 20251$697,6062,16510
Jun 30, 20250$0001
07

Stocks Held by Similar Institutions

Discover other stocks reported by institutions that also hold JPM, and compare holder counts, market value, and concentration.

08

Common Questions About JPM

Who is the largest tracked institutional holder of JPM?

Soros Fund Management is the largest active holder in the current JPM sample, reporting $38.7M. The JPM holder table ranks every matched manager.

Which institution increased its JPM position the most?

No tracked institution reported an increase or new JPM position in the current cycle.

Which institution reduced or exited JPM most significantly?

No tracked institution reported a reduction or exit in JPM during the current cycle.

Did new holders enter or existing holders exit JPM?

0 new holders entered and 0 holders fully exited in the current filing cycle. Counts reflect the SEC 13F filings currently included on BasisPilot.

How concentrated is tracked ownership in JPM?

The five largest tracked holders account for 100.0% of aggregate reported JPM value. This is concentration within the tracked sample, not the entire market.

How has tracked ownership in JPM changed across four quarters?

There is not enough comparable quarterly data to calculate a four-quarter change for JPM.

What company evidence should be checked alongside JPM's 13F changes?

Review JPMORGAN CHASE & CO's latest earnings, SEC filings, guidance, capital allocation, and material company events. Delayed 13F data alone cannot confirm that a manager still holds the same position today.

09

Sources and Methodology

Source: SEC EDGAR Form 13F-HR information tables. Positions are grouped by investment manager and ticker, then compared with the prior available filing. 13F data is delayed, historical, and does not represent a manager's complete or current portfolio.