JPMORGAN CHASE & CO ($JPM)

6 tracked superinvestors hold JPMORGAN CHASE & CO (JPM), worth $4.4B combined, led by Overdeck / Siegel. Smart money is trimming JPM as of the latest 13F filings.

Current price

$358.64

Banks - DiversifiedNYSEUS

+19.8%

1Y

JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash…

Market cap

$842.7B

P/E

14.94

Div yield

1.7%

Revenue YoY

3.3%

Analyst target

$374

Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.

Superinvestors holding

6

tracked 13F / N-PORT funds

Combined value

$4.4B

disclosed long exposure

Tier-1 conviction

1

concentrated holders

Net this quarter

-2

1 buying · 3 selling

Smart money is net reducing JPM: 3 funds trimmed versus 1 adding.

The smart-money take on JPM

JPMORGAN CHASE & CO (JPM) is held by 6 tracked funds worth $4.4B combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.

The largest position belongs to Overdeck / Siegel at 0.7% of their book — no single tracked manager treats it as an outsized, top-weighted bet.

No tracked fund opened a new position this quarter; 1 added and 3 trimmed, a net reduction.

Superinvestors holding JPM

InvestorMove% of their portfolioPosition value
2
Trimmed0.7%$982M
1
Andreas Halvorsen

Viking Global Investors

Added2.7%$949M
3
Will Danoff

Fidelity Contrafund

Trimmed0.6%$937M
2
David Shaw

D.E. Shaw

Trimmed0.4%$761M
3
PRIMECAP team

Vanguard PRIMECAP

Held0.8%$751M
2
George Soros

Soros Fund Management

Held0.6%$39M

Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.

Options activity on JPM

Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.

Puts (bearish / hedge)

Calls (bullish)

Frequently asked

Which superinvestors own JPM?

6 tracked funds hold JPMORGAN CHASE & CO (JPM), the largest being Overdeck / Siegel (Two Sigma) at 0.7% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.

Is smart money buying or selling JPM?

In the most recent 13F quarter, 1 tracked fund added or opened JPM and 3 trimmed it.

How much JPM do tracked funds hold?

Combined disclosed long exposure to JPM across tracked superinvestors is $4.4B as of the Jun 2026 filings.

Stocks often held alongside JPM

Get alerted when superinvestors trade $JPM

One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.

Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.