moatshark My

All holdings

JPMorgan Chase

AMJEUR, JPM (share classes combined)

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
12
In their latest 13F (Q3 2026)
See who
Value held
$778m
Combined value at quarter end
Last quarter
2 bought
8 sold or trimmed
Fund portfolios
2
Funds holding it
See which
Price at Q3 ’26 end
$330.83
+1.1% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+13.7%Q4 ’24
+2.3%Q1 ’25
+18.2%Q2 ’25
+8.8%Q3 ’25
+2.2%Q4 ’25
-8.7%Q1 ’26
+11.3%Q2 ’26
+1.1%Q3 ’26
Q4 ’24: +13.7%; Q1 ’25: +2.3%; Q2 ’25: +18.2%; Q3 ’25: +8.8%; Q4 ’25: +2.2%; Q1 ’26: -8.7%; Q2 ’26: +11.3%; Q3 ’26: +1.1%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

12Q4 ’23
12Q1 ’24
11Q2 ’24
11Q3 ’24
11Q4 ’24
11Q1 ’25
12Q2 ’25
12Q3 ’25
12Q4 ’25
12Q1 ’26
12Q2 ’26
2Q3 ’26
Q4 ’23: 12; Q1 ’24: 12; Q2 ’24: 11; Q3 ’24: 11; Q4 ’24: 11; Q1 ’25: 11; Q2 ’25: 12; Q3 ’25: 12; Q4 ’25: 12; Q1 ’26: 12; Q2 ’26: 12; Q3 ’26: 2

Counts the managers on this site whose 13F for that quarter includes JPMorgan Chase.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding JPMorgan Chase
Matrix Asset Advisors3.5%$42.7m$42.7mTrimmed -2.8%54 qtrs
Mairs & Power2.8%$302m$302mTrimmed -12%53 qtrs
Smead Capital Management2.7%$128m$128mTrimmed -1.9%54 qtrs
Davis Selected Advisers0.7%$156m$156mTrimmed -14%53 qtrs
Markel Group0.6%$82.7m$82.7mUnchanged45 qtrs
Giverny Capital0.5%$15.7m$15.7mTrimmed -8.5%41 qtrs
Kahn Brothers0.1%$942k$942kAdded +2.1%5 qtrs
Gardner Russo & Quinn0.1%$8.1m$8.1mTrimmed -83%34 qtrs
Brave Warrior Advisors0.0%$1.8m$1.8mUnchanged18 qtrs
Dodge & Cox0.0%$38.3m$38.3mTrimmed -1.1%53 qtrs
Harris Associates (Oakmark)0.0%$2.0m$2.0mAdded +6.9%53 qtrs
Horizon Kinetics0.0%$293k$293kTrimmed -38%30 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of JPMorgan Chase
Bought or soldFiling
10 Sep 2026Leopold RobinHead of Human Resources▼ Sold2,500$352.81$882kForm 4
11 Aug 2026Leopold RobinHead of Human Resources▼ Sold2,500$361.41$904kForm 4

About the company

Sector
Financials · National Commercial Banks
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
2.66bn at 30 Jun 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$97bn2013
$94bn2015
$101bn2017
$116bn2019
$122bn2021
$158bn2023
$182bn2025
2013: $97bn; 2014: $95bn; 2015: $94bn; 2016: $97bn; 2017: $101bn; 2018: $109bn; 2019: $116bn; 2020: $120bn; 2021: $122bn; 2022: $129bn; 2023: $158bn; 2024: $178bn; 2025: $182bn
JPMorgan Chase revenue and net income by year
YearRevenueNet income
2025$182bn$57bn
2024$178bn$59bn
2023$158bn$50bn
2022$129bn$38bn
2021$122bn$48bn
2020$120bn$29bn
2019$116bn$36bn
2018$109bn$32bn
2017$101bn$24bn
2016$97bn$25bn
2015$94bn$24bn
2014$95bn$22bn
2013$97bn$18bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold JPMorgan Chase, from their latest N-PORT filings.

Funds holding JPMorgan Chase
Mairs & Power Growth FundMairs & Power3.2%$178m30 Jun 2026
Smead Value FundSmead Capital Management2.5%$97.5m29 May 2026