JPMORGAN (JPM) Institutional Ownership & Top Holders
The most recent SEC Form 13F filings (Q1 2026) show 20 hedge funds and institutional investors holding a combined 5.8M shares of JPMORGAN (JPM), valued at $1.7B. The median portfolio weight is 0.7%.
Quarterly institutional ownership changes in JPM show net buying, with the combined position increasing by 382K shares (7.1%) from the previous quarter.
Among 13F filers, the funds with the highest portfolio allocation to JPM are S&G (40.9% of its 13F portfolio), Matrix Asset Advisors (3.6%), and Venator Management (3.6%). In Q1 2026, S&G made the largest position increase (+40.9%), while Viking Global made the largest reduction (-1.6%).
Top 10 Institutional Holders in JPMORGAN (JPM), Ranked by Portfolio Weight
Based on the latest SEC Form 13F filings (Q1 2026).
| # | Fund | Shares | Market Value | Portfolio Weight |
|---|---|---|---|---|
| 1 | S&G | 2,617,548 | $770.0M | 40.9% |
| 2 | Matrix Asset Advisors | 134,535 | $39.6M | 3.6% |
| 3 | Venator Management | 50,215 | $14.8M | 3.6% |
| 4 | Mairs & Power | 1,054,197 | $310.1M | 3.2% |
| 5 | Gemsstock | 63,400 | $18.6M | 2.0% |
| 6 | Torray Investment Partners | 38,859 | $11.4M | 1.7% |
| 7 | MKP Capital | 165,000 | $48.5M | 1.6% |
| 8 | Crake Asset Management | 129,019 | $38.0M | 1.3% |
| 9 | UTIMCO - The University of Texas | 29,357 | $8.6M | 1.3% |
| 10 | Davis Selected Advisers | 556,452 | $163.7M | 0.8% |
- 20Institutional investors
- 5,795,583Shares held (disclosed)
- $1.7B13F market value
- 0.7%Median portfolio weight
Ownership History
Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of JPM. Sourced from 13F filings; reflects long equity positions only.
Quarter-over-Quarter ActivityQ1 2026
The biggest weight-increase and weight-decrease changes among funds that hold JPM. Deltas compare the selected filing to the previous reporting quarter.
Top buyers
- S&G+40.9% · +2,617,548 shares
- MKP Capital+1.6% · +165,000 shares
- Crake Asset Management+1.3% · +129,019 shares
Top sellers
- Viking Global-1.6% · -1,905,982 shares
- Gardner Russo & Quinn-1.3% · -380,019 shares
- Mairs & Power-0.8% · -222,207 shares
Ownership Statistics
- Funds holding
- 20
- Median weight
- 0.7%
- Largest holder
- S&G · 40.9%
- Smallest holder
- Harris Associates · 0.0%
- Shares held
- 5,795,583 (+382,195)
All Institutional HoldersSortable · searchable
All institutional investors (Max 50) holding JPM in the selected quarter. Click a fund name to drill into its full 13F portfolio.
| 1 | S&G | 2,617,548 | $770.0M | 40.9% |
| 2 | Matrix Asset Advisors | 134,535 | $39.6M | 3.6% |
| 3 | Venator Management | 50,215 | $14.8M | 3.6% |
| 4 | Mairs & Power | 1,054,197 | $310.1M | 3.2% |
| 5 | Gemsstock | 63,400 | $18.6M | 2.0% |
| 6 | Torray Investment Partners | 38,859 | $11.4M | 1.7% |
| 7 | MKP Capital | 165,000 | $48.5M | 1.6% |
| 8 | Crake Asset Management | 129,019 | $38.0M | 1.3% |
| 9 | UTIMCO - The University of Texas | 29,357 | $8.6M | 1.3% |
| 10 | Davis Selected Advisers | 556,452 | $163.7M | 0.8% |
| 11 | Markel Group | 252,550 | $74.3M | 0.6% |
| 12 | Giverny Capital | 52,298 | $15.4M | 0.6% |
| 13 | Gardner Russo & Quinn | 148,798 | $43.8M | 0.5% |
| 14 | Pzena Investment Management | 337,262 | $99.2M | 0.3% |
| 15 | Patient Capital Management | 29,362 | $8.6M | 0.3% |
| 16 | Kahn Brothers Group | 2,818 | $828.9K | 0.1% |
| 17 | Brave Warrior Advisors | 5,643 | $1.7M | 0.0% |
| 18 | Greenhaven Associates | 4,000 | $1.2M | 0.0% |
| 19 | Dodge & Cox | 118,455 | $34.8M | 0.0% |
| 20 | Harris Associates | 5,815 | $1.7M | 0.0% |
Institutional Investor Count Over Time
Number of institutional investors disclosing a long position in JPMORGAN (JPM) each reporting quarter. Sourced from SEC Form 13F-HR filings.
See JPMORGAN (JPM) insider transactions — SEC Form 4 →
Methodology & FAQ
Methodology: How We Track JPM Institutional Holdings
Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).
- Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
- What is Included (Data Scope): We capture long positions in Section 13(f) securities for JPMORGAN (JPM). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
- Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to JPM on the specific reporting date.
- How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in JPM?
We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as S&G , Matrix Asset Advisors , and Venator Management as of Q1 2026— change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.
Does the JPM ownership data include short interest or options?
SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.
Are family offices and university endowments included in this JPM data?
Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds JPM stock, their allocation is systematically aggregated alongside traditional fund data.
When is the institutional ownership data updated, and is there a reporting lag?
Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for JPM as of each filing date.