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JPMORGAN CHASE & COFinancialsDiversified BanksLatest close $3017 of 27 marquee funds currently hold2 CUSIPs mapped
Current holders
7
27 funds tracked
Ever held
16
Current + past
New this quarter
0
Exited this quarter
2
Marquee-fund ownership over time
Aug 13, 2013Nov 13, 2018Nov 10, 2022May 15, 2026
Now
9
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Viking Global Investors re-entered | Q2 2017 | 37Q | $69 | $301 | +338% |
| Soros Fund Management re-entered | Q3 2024(8Q snapshot) | 7Q | $203 | $301 | +48% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $203 | $301 | +48% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $203 | $301 | +48% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $203 | $301 | +48% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $203 | $301 | +48% |
| Renaissance Technologies | Q4 2024(8Q snapshot) | 6Q | $234 | $301 | +29% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 4× in & out | Q1 2026 | Q2 2026 | — | +0% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | → $298 | -3% |
| Bridgewater Associates 9× in & out | Q2 2025 | Q4 2025 | → $307 | +18% |
| Maverick Capital 3× in & out | Q1 2024 | Q3 2024 | → $203 | +21% |
| Duquesne Family Office 5× in & out | Q2 2021 | Q3 2021 | → $141 | -3% |
| D1 Capital Partners | Q3 2020 | Q2 2021 | → $145 | +64% |
| Berkshire Hathaway | Q4 2018 | Q1 2021 | → $127 | +45% |
| Third Point | Q1 2017 | Q3 2017 | → $72 | +6% |
| Coatue Management | Q1 2017 | Q3 2017 | → $72 | +5% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at JPMORGAN CHASE & CO. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
6
Filings · last 90d
44
Total on file
128
Recent SEC buffer
Most recent
Jun 5, 2026
30d / 90d windows measured from Jun 5, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-258526Jun 5, 2026
- Form 40001225208-26-005514May 20, 2026
- Form 40001225208-26-005411May 15, 2026
- Form 40001225208-26-005410May 15, 2026
- Form 40001225208-26-005409May 15, 2026
- Form 40001225208-26-005408May 15, 2026
- Form 40001225208-26-004967May 5, 2026
- Form 40001225208-26-004966May 5, 2026
- Form 40001225208-26-004965May 5, 2026
- Form 40001225208-26-004527Apr 15, 2026
- Form 40001225208-26-004526Apr 15, 2026
- Form 40001225208-26-004525Apr 15, 2026
- Form 40001225208-26-004524Apr 15, 2026
- Form 40001225208-26-004523Apr 15, 2026
- Form 40001225208-26-004522Apr 15, 2026
Showing 15 of 128 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · JPMORGAN CHASE & COAnnual figures sourced directly from JPMORGAN CHASE & CO's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$182.45B
FY2025+3% YoY
Net income
$57.05B
FY2025-2% YoY
EPS (diluted)
$20.02
FY2025+1% YoY
Free cash flow(?)
-$147.78B
FY2025-252% YoY
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| AQR Capital Management | Q1 2026 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $306 | $298 | -3% |
| Soros Fund Management | Q1 2026 | open | $301 | $301 | -0% |
| Citadel Advisors | Q2 2025 | Q4 2025 | $0.00 | — | +0% |
| Soros Fund Management | Q2 2025 | Q3 2025 | $262 | $290 | +11% |
| Bridgewater Associates | Q2 2025 | Q4 2025 | $261 | $307 | +18% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
| Renaissance Technologies | Q4 2024 | open | $234 | $301 | +29% |
| Citadel Advisors | Q3 2024 | open | $203 | $301 | +48% |
| Soros Fund Management | Q3 2024 | Q1 2025 | $203 | $270 | +33% |
| Two Sigma Investments | Q3 2024 | open | $203 | $301 | +48% |
| Viking Global Investors | Q3 2024 | open | $203 | $301 | +48% |
| D.E. Shaw | Q3 2024 | open | $203 | $301 | +48% |
| AQR Capital Management | Q3 2024 | open | $203 | $301 | +48% |
| Millennium Management | Q3 2024 | open | $203 | $301 | +48% |
| Maverick Capital | Q1 2024 | Q3 2024 | $168 | $203 | +21% |
| Bridgewater Associates | Q1 2023 | Q2 2023 | $132 | $125 | -5% |
| Viking Global Investors | Q2 2022 | Q3 2022 | $107 | $112 | +4% |
| Duquesne Family Office | Q2 2021 | Q3 2021 | $145 | $141 | -3% |
| Bridgewater Associates | Q1 2021 | Q4 2022 | $124 | $124 | +0% |
| D1 Capital Partners | Q3 2020 | Q2 2021 | $88 | $145 | +64% |
| Duquesne Family Office | Q3 2020 | Q1 2021 | $88 | $127 | +44% |
| Maverick Capital | Q2 2020 | Q3 2021 | $73 | $141 | +92% |
| Viking Global Investors | Q2 2020 | Q3 2021 | $72 | $141 | +96% |
| Duquesne Family Office | Q1 2020 | Q2 2020 | $116 | $73 | -37% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $116 | $75 | -36% |
| Maverick Capital | Q2 2019 | Q3 2019 | $91 | $87 | -4% |
| Berkshire Hathaway | Q4 2018 | Q1 2021 | $87 | $127 | +45% |
| Bridgewater Associates | Q2 2018 | Q4 2018 | $91 | $89 | -2% |
| Viking Global Investors | Q2 2017 | Q3 2017 | $69 | $73 | +6% |
| Duquesne Family Office | Q1 2017 | Q2 2017 | $70 | $69 | -2% |
| Coatue Management | Q1 2017 | Q3 2017 | $69 | $72 | +5% |
| Bridgewater Associates | Q1 2017 | Q3 2017 | $68 | $73 | +7% |
| Third Point | Q1 2017 | Q3 2017 | $68 | $72 | +6% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $50 | $40 | -19% |
| Duquesne Family Office | Q3 2015 | Q4 2015 | $51 | $50 | -3% |
| Bridgewater Associates | Q1 2015 | Q2 2015 | $43 | $49 | +14% |
| Bridgewater Associates | Q3 2013 | Q1 2014 | $39 | $41 | +7% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.