Guru Ownership Trend
Guru Analysis for JPMorgan Chase & Co. (JPM)
JPMorgan Chase & Co. (JPM), a key player in the Financials sector, continues to attract institutional attention.
As of Q1 2026, a total of 22 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $8.26 B.
Top institutional holders include Ken Fisher and Andreas Halvorsen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $609.28 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 73.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for JPMorgan Chase & Co. (JPM)
Major holders include Ken Fisher ($5.01 B), Andreas Halvorsen ($795.41 M), Cliff Asness ($473.26 M). According to the latest reported data, 22 tracked investment managers collectively hold approximately 25.75 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $609.28 M, with 9 managers increasing positions and 12 managers reducing holdings.
During the most recent reporting period, 11 managers trimmed their positions, while 1 fully exited JPM. The total reported sell value was $276.24 M.
Yes, 0 managers opened new positions in JPM, and 9 increased their existing holdings. The total reported buy value was $885.52 M.
