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 Q4 2025, a total of 23 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.71 B.
Top institutional holders include Ken Fisher and Andreas Halvorsen.
Institutional sentiment is currently Bearish. This is evidenced by a $857.12 M net outflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Andreas Halvorsen reduced exposure by 62.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for JPMorgan Chase & Co. (JPM)
Major holders include Ken Fisher ($5.16 B), Andreas Halvorsen ($614.15 M), Cliff Asness ($454.46 M). According to the latest reported data, 23 tracked investment managers collectively hold approximately 23.67 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $857.12 M, with 10 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 11 managers trimmed their positions, while 0 fully exited JPM. The total reported sell value was $1.18 B.
Yes, 3 managers opened new positions in JPM, and 7 increased their existing holdings. The total reported buy value was $319.25 M.
