Who owns Jpmorgan Chase & Co (JPM)?
782 US mutual funds and ETFs from 316 fund families reported a position in JPM for the quarter ending 2026-06-30. Against their own report a quarter earlier, 201 raised shares, 22 opened a new position, 402 cut and 17 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 4 | 44.0% |
| Ishares Trust | 17 | 15.3% |
| Select Sector Spdr Trust | 1 | 4.7% |
| Vanguard Institutional Index Funds | 2 | 3.8% |
| Spdr Series Trust | 11 | 2.8% |
| College Retirement Equities Fund | 4 | 1.8% |
Tracked managers holding JPM
| Investor | Book weight |
|---|---|
| Andreas Halvorsen · Viking Global | 2.7% |
| Two Sigma | 0.7% |
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about JPM. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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