JPMORGAN CHASE & CO. (JPM) — Hedge Fund Ownership Q4 2025
JPM
- JPMORGAN CHASE & CO. (JPM) is held by 14 of 81 tracked hedge funds, with Mairs & Power (4%) and Matrix Asset Advisors (4%) holding the largest stakes, indicating moderate hedge fund interest relative to peers.
- The biggest increases in JPM holdings came from Pzena Investment Management (+1%) and Giverny Capital (+2%), highlighting conviction.
- The biggest decreases in JPM holdings came from Viking Global Investors (-62%) and Mairs & Power (-6%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to JPMORGAN CHASE & CO. (JPM) by -39% vs the prior quarter and -58% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Mairs & Power
|
3.96% | 1.3M | -6.25% | -25.54% | $411.3M | $322.22 | — |
| 2 |
Matrix Asset Advisors David Katz
|
3.94% | 136K | -1.91% | -15.87% | $43.9M | $322.22 | — |
| 3 |
Gardner Russo & Quinn Thomas Russo
|
1.84% | 529K | -2.97% | -58.09% | $170.4M | $322.22 | — |
| 4 |
Torray Investment Partners Robert Torray
|
1.79% | 39K | — | -50.87% | $12.5M | $322.22 | — |
| 5 |
Viking Global Investors Andreas Halvorsen
|
1.63% | 1.9M | -62.33% | -74.47% | $614.1M | $322.22 | — |
| 6 |
Davis Selected Advisers Christopher Davis
|
0.83% | 572K | -4.04% | -13.10% | $184.2M | $322.22 | — |
| 7 |
Markel Group Tom Gayner
|
0.65% | 253K | — | — | $81.4M | $322.22 | — |
| 8 |
Giverny Capital Francois Rochon
|
0.56% | 52K | +2.23% | +18.18% | $16.7M | $322.22 | — |
| 9 |
Patient Capital Management Samantha McLemore
|
0.37% | 29K | — | -0.02% | $9.5M | $322.22 | — |
| 10 |
Pzena Investment Management Richard Pzena
|
0.33% | 342K | +0.70% | -44.49% | $110.3M | $322.22 | — |
| 11 |
Kahn Brothers Group Irving Kahn
|
0.20% | 3K | +29.99% | — | $1.1M | $322.22 | — |
| 12 |
Brave Warrior Advisors Glenn Greenberg
|
0.04% | 6K | — | — | $1.8M | $322.22 | — |
| 13 |
Dodge & Cox
|
0.02% | 124K | -36.09% | -57.58% | $40.1M | $322.22 | — |
| 14 |
Greenhaven Associates Edgar Wachenheim
|
0.02% | 4K | — | -20.00% | $1.3M | $322.22 | — |
| 14 | Total | — | 5.3M | -38.84% | -58.15% | $1.70B | — | — |
* 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.