Which funds own JPM
JPMorgan Chase & Co in the Q2 2026 filings. At least 36 of the 91 current managers on file reported a position, worth $54.4bn between them. At least a fifth of the current managers on file hold it, which is a crowd without being the whole market. The quarter went the other way: 19 managers trimmed or sold out against 16 buying.
- Managers holding
- 36
- at least, of 91 current
- Combined value
- $54.4bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 15
- already held
- Trimmed or sold out
- 19
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors Long-only · $717bn book | $9.1bn | 1.3% | 27,746,323 | +$1.0bn+332,928 | Added |
| T. Rowe Price Associates Inc Long-only · $999bn book | $9.1bn | 0.9% | 27,686,080 | +$977m+198,757 | Added |
| Fidelity (FMR LLC) Long-only · $2304bn book | $8.6bn | 0.4% | 26,296,276 | -$639m-5,137,693 | Trimmed |
| Capital World Investors Long-only · $846bn book | $4.7bn | 0.6% | 14,473,602 | +$203m-947,861 | Trimmed |
| Invesco Ltd Long-only · $1264bn book | $4.1bn | 0.3% | 12,502,439 | +$460m+154,178 | Added |
| MFS Investment Management Long-only · $315bn book | $4.0bn | 1.3% | 12,270,986 | -$307m-2,391,113 | Trimmed |
| Neuberger Berman Group LLC Long-only · $150bn book | $2.6bn | 1.7% | 7,975,997 | +$292m+89,456 | Added |
| AllianceBernstein LP Long-only · $302bn book | $1.6bn | 0.5% | 5,522,943 | -$49m+330,150 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $1.3bn | 0.2% | 4,123,891 | +$225m+298,163 | Added |
| Janus Henderson Group Ltd Long-only · $245bn book | $1.3bn | 0.5% | 3,892,479 | +$46m-282,659 | Trimmed |
| Two Sigma Investments LP Quantitative · $138bn book | $968m | 0.7% | 2,957,516 | -$5.8m-353,372 | Trimmed |
| Viking Global Investors LP Long/short equity · $35.1bn book | $949m | 2.7% | 2,899,386 | +$154m+195,368 | Added |
| AQR Capital Management LLC Quantitative · $287bn book | $930m | 0.3% | 2,842,230 | +$457m+1,212,225 | Added |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $728m | 0.9% | 2,224,822 | -$192m-902,691 | Trimmed |
| Citadel Advisors LLC Multi-strategy · $875bn book | $725m | 0.1% | 2,214,465 | +$9.4m-217,708 | Trimmed |
| Marshall Wace LLP Quantitative · $127bn book | $648m | 0.5% | 1,978,070 | +$643m+1,960,990 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $463m | 0.2% | 1,413,451 | -$555m-2,044,589 | Trimmed |
| Arrowstreet Capital LP Quantitative · $225bn book | $406m | 0.2% | 1,240,480 | +$329m+978,788 | Added |
| Man Group PLC Quantitative · $62.7bn book | $365m | 0.6% | 1,113,682 | +$23m-46,092 | Trimmed |
| Millennium Management LLC Multi-strategy · $276bn book | $341m | 0.1% | 1,042,612 | -$20m-184,153 | Trimmed |
| Artisan Partners LP Long-only · $63.1bn book | $285m | 0.5% | 870,063 | -$74m-348,588 | Trimmed |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $217m | 0.8% | 663,632 | +$215m+656,541 | Added |
| Woodline Partners LP Long/short equity · $32.4bn book | $192m | 0.6% | 584,992 | +$36m+55,873 | Added |
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $189m | 0.2% | 578,090 | +$165m+496,865 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $126m | 0.2% | 385,678 | -$76m-302,672 | Trimmed |
| Markel Group Inc Activist · $13.1bn book | $83m | 0.6% | 252,550 | +$8.4m0 | Held |
| GAMCO Investors Inc Activist · $11.1bn book | $53m | 0.5% | 162,491 | +$5.0m-1,309 | Trimmed |
| Discovery Capital Management LLC Macro · $2.4bn book | $50m | 2.1% | 151,300 | +$4.0m-3,400 | Trimmed |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $47m | 0.2% | 143,170 | -$98m-349,486 | Trimmed |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $44m | 0.2% | 132,952 | +$12m+26,416 | Added |
| Soros Fund Management LLC Macro · $8.1bn book | $39m | 0.5% | 118,358 | +$3.9m0 | Held |
| Dodge & Cox Value · $191bn book | $38m | 0.0% | 117,130 | +$3.5m-1,325 | Trimmed |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $36m | 0.1% | 109,391 | -$22m-88,385 | Trimmed |
| Moore Capital Management LP Macro · $6.7bn book | $12m | 0.2% | 37,008 | opened37,008 | New |
| Brevan Howard Capital Management LP Macro · $13.5bn book | $9.0m | 0.1% | 27,599 | -$2.5m-11,717 | Trimmed |
| Harris Associates LP Value · $75.4bn book | $2.0m | 0.0% | 6,215 | +$300k+400 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- ExodusPoint Capital Management LP · Multi-strategy$8.3m held before
Ownership through time
At least 43 of the 95 managers whose filings are on file listed JPM in Q2 2026, against 28 in Q2 2013. 4 managers more than in Q1 2026: 4 started positions; 3 listed it again; 3 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 28
- Q3 2013: 29
- Q4 2013: 27
- Q1 2014: 27
- Q2 2014: 26
- Q3 2014: 27
- Q4 2014: 32
- Q1 2015: 31
- Q2 2015: 29
- Q3 2015: 31
- Q4 2015: 28
- Q1 2016: 28
- Q2 2016: 27
- Q3 2016: 27
- Q4 2016: 30
- Q1 2017: 36
- Q2 2017: 34
- Q3 2017: 33
- Q4 2017: 30
- Q1 2018: 35
- Q2 2018: 37
- Q3 2018: 40
- Q4 2018: 37
- Q1 2019: 36
- Q2 2019: 33
- Q3 2019: 30
- Q4 2019: 30
- Q1 2020: 36
- Q2 2020: 45
- Q3 2020: 35
- Q4 2020: 32
- Q1 2021: 32
- Q2 2021: 31
- Q3 2021: 31
- Q4 2021: 34
- Q1 2022: 35
- Q2 2022: 37
- Q3 2022: 41
- Q4 2022: 33
- Q1 2023: 34
- Q2 2023: 34
- Q3 2023: 32
- Q4 2023: 30
- Q1 2024: 37
- Q2 2024: 36
- Q3 2024: 29
- Q4 2024: 30
- Q1 2025: 35
- Q2 2025: 38
- Q3 2025: 36
- Q4 2025: 36
- Q1 2026: 39
- Q2 2026: 43
- Q2 2013: $28.3bn
- Q3 2013: $27.4bn
- Q4 2013: $31.7bn
- Q1 2014: $35.3bn
- Q2 2014: $33.1bn
- Q3 2014: $34.6bn
- Q4 2014: $35.8bn
- Q1 2015: $34.5bn
- Q2 2015: $39.4bn
- Q3 2015: $35.4bn
- Q4 2015: $36.9bn
- Q1 2016: $32.1bn
- Q2 2016: $32.8bn
- Q3 2016: $35.0bn
- Q4 2016: $47.9bn
- Q1 2017: $47.2bn
- Q2 2017: $47.6bn
- Q3 2017: $48.1bn
- Q4 2017: $51.0bn
- Q1 2018: $49.7bn
- Q2 2018: $46.1bn
- Q3 2018: $51.6bn
- Q4 2018: $44.5bn
- Q1 2019: $44.9bn
- Q2 2019: $50.5bn
- Q3 2019: $52.2bn
- Q4 2019: $61.6bn
- Q1 2020: $37.3bn
- Q2 2020: $33.8bn
- Q3 2020: $33.0bn
- Q4 2020: $45.6bn
- Q1 2021: $49.9bn
- Q2 2021: $48.4bn
- Q3 2021: $48.9bn
- Q4 2021: $46.1bn
- Q1 2022: $37.9bn
- Q2 2022: $30.9bn
- Q3 2022: $26.8bn
- Q4 2022: $80.3bn
- Q1 2023: $33.4bn
- Q2 2023: $38.7bn
- Q3 2023: $39.4bn
- Q4 2023: $45.0bn
- Q1 2024: $52.6bn
- Q2 2024: $52.8bn
- Q3 2024: $50.1bn
- Q4 2024: $55.8bn
- Q1 2025: $51.3bn
- Q2 2025: $59.8bn
- Q3 2025: $63.3bn
- Q4 2025: $57.9bn
- Q1 2026: $51.7bn
- Q2 2026: $54.6bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- AQR Capital Management LLC1,630,005 to 2,842,230 shares+$397m
- Arrowstreet Capital LP261,692 to 1,240,480 shares+$320m
- Capital Research Global Investors27,413,395 to 27,746,323 shares+$109m
- Wellington Management Group LLP3,825,728 to 4,123,891 shares+$98m
- AllianceBernstein LP5,192,793 to 5,522,943 shares+$97m
Largest decreases, by shares
- Fidelity (FMR LLC)31,433,969 to 26,296,276 shares-$1.7bn
- MFS Investment Management14,662,099 to 12,270,986 shares-$785m
- D. E. Shaw & Co.3,458,040 to 1,413,451 shares-$669m
- Capital World Investors15,421,463 to 14,473,602 shares-$310m
- Acadian Asset Management LLC3,127,513 to 2,224,822 shares-$295m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital Research Global Investors | Q2 2013 | $9.1bn | $9.1bn | |
| T. Rowe Price Associates Inc | Q2 2013 | $9.2bn | $9.1bn | |
| Fidelity (FMR LLC) | Q2 2013 | $12.2bn | $8.6bn | |
| Capital World Investors | Q2 2013 | $12.2bn | $4.7bn | |
| Invesco Ltd | Q2 2013 | $4.7bn | $4.1bn | |
| MFS Investment Management | Q2 2013 | $5.8bn | $4.0bn | |
| Neuberger Berman Group LLC | Q2 2013 | $2.8bn | $2.6bn | |
| AllianceBernstein LP | Q2 2013 | $1.8bn | $1.6bn | |
| Wellington Management Group LLP | Q2 2013 | $8.5bn | $1.3bn | |
| Janus Henderson Group Ltd | Q2 2013 | $1.4bn | $1.3bn | |
| Two Sigma Investments LP | Q3 2013 | $974m | $968m | |
| Viking Global Investors LP | Q1 2017 | $1.8bn | $949m | |
| AQR Capital Management LLC | Q2 2013 | $930m | $930m | |
| Acadian Asset Management LLC | Q3 2013 | $938m | $728m | |
| Citadel Advisors LLC | Q1 2017 | $987m | $725m | |
| Eisler Capital Management Ltd | Q1 2021 | $43.9bn | last listed Q2 2025 | |
| Berkshire Hathaway Inc | Q3 2018 | $8.3bn | last listed Q3 2020 | |
| D1 Capital Partners LP | Q2 2020 | $1.0bn | last listed Q4 2020 | |
| Susquehanna International Group LLP | Q2 2013 | $786m | last listed Q3 2025 | |
| Two Sigma Advisers LP | Q2 2013 | $769m | last listed Q4 2025 | |
| Third Point LLC | Q4 2016 | $453m | last listed Q1 2017 | |
| Jane Street Group LLC | Q1 2014 | $408m | last listed Q1 2026 | |
| Egerton Capital UK LLP | Q4 2014 | $399m | last listed Q3 2017 | |
| Steadfast Capital Management LP | Q4 2018 | $240m | last listed Q4 2020 | |
| Coatue Management LLC | Q4 2016 | $231m | last listed Q1 2017 |
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Citadel Advisors LLC · calls$1.9bn notional
- Susquehanna International Group LLP · calls$1.8bn notional
- Susquehanna International Group LLP · puts$1.7bn notional
- Citadel Advisors LLC · puts$1.5bn notional
- Jane Street Group LLC · calls$1.4bn notional
- Jane Street Group LLC · puts$1.1bn notional
- Millennium Management LLC · puts$405m notional
- D. E. Shaw & Co. · calls$272m notional
- Tudor Investment Corp · calls$137m notional
- Balyasny Asset Management LLC · puts$133m notional
What JPM is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around JPM →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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