JPMORGAN CHASE & CO (JPM) — Hedge Fund Ownership Q1 2026
JPM
- JPMORGAN CHASE & CO (JPM) is held by 14 of 82 tracked hedge funds, with Matrix Asset Advisors (4%) and Mairs & Power (3%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in JPM holdings came from Viking Global Investors (+42%) and Giverny Capital (+1%), highlighting conviction.
- The biggest decreases in JPM holdings came from Gardner Russo & Quinn (-72%) and Mairs & Power (-17%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to JPMORGAN CHASE & CO (JPM) by +3% vs the prior quarter and -18% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Matrix Asset Advisors David Katz
|
3.63% | 135K | -1.18% | -6.94% | $39.6M | $294.16 | — |
| 2 |
Mairs & Power
|
3.17% | 1.1M | -17.41% | -36.60% | $310.1M | $294.16 | — |
| 3 |
Viking Global Investors Andreas Halvorsen
|
2.23% | 2.7M | +41.87% | +24.51% | $795.4M | $294.16 | — |
| 4 |
Torray Investment Partners Robert Torray
|
1.68% | 39K | — | -37.42% | $11.4M | $294.16 | — |
| 5 |
Davis Selected Advisers Christopher Davis
|
0.75% | 556K | -2.65% | -13.03% | $163.7M | $294.16 | — |
| 6 |
Markel Group Tom Gayner
|
0.62% | 253K | — | — | $74.3M | $294.16 | — |
| 7 |
Giverny Capital Francois Rochon
|
0.56% | 52K | +0.89% | +17.57% | $15.4M | $294.16 | — |
| 8 |
Gardner Russo & Quinn Thomas Russo
|
0.52% | 149K | -71.86% | -85.74% | $43.8M | $294.16 | — |
| 9 |
Pzena Investment Management Richard Pzena
|
0.32% | 337K | -1.50% | +8.02% | $99.2M | $294.16 | — |
| 10 |
Patient Capital Management Samantha McLemore
|
0.32% | 29K | -0.06% | -0.07% | $8.6M | $294.16 | — |
| 11 |
Kahn Brothers Group Irving Kahn
|
0.15% | 3K | -18.74% | — | $828,942 | $294.16 | — |
| 12 |
Brave Warrior Advisors Glenn Greenberg
|
0.04% | 6K | — | — | $1.7M | $294.16 | — |
| 13 |
Greenhaven Associates Edgar Wachenheim
|
0.02% | 4K | — | -20.00% | $1.2M | $294.16 | — |
| 14 |
Dodge & Cox
|
0.02% | 118K | -4.78% | -57.24% | $34.8M | $294.16 | — |
| 14 | Total | — | 5.4M | +3.18% | -18.26% | $1.60B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.