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JPMorgan Chase (JPM) Stock Analysis

Financial ServicesNational Commercial Banks

Summary Fair Value Intrinsic Value Metrics Investors Income Statements Balance Sheets Cash Flow Quarter Comparator Info

Data as of Jun 30, 2026 (Q2 2026)13F filings arrive up to 45 days after quarter end — positions may have changed since.Source: SEC EDGAR

Superinvestors8hold JPM

Quarterly activity3 : 43 bought or added · 4 trimmed or sold

Position value$2.6Bacross tracked managers

Net share change-2.5Mvs. previous quarter

Superinvestors in JPM

Two Sigma InvestmentsQuantTRIM-10.7 %
Shares3MValue$968.1M% of portfolio0.7 %
13F ↗
Viking GlobalLong/ShortADD+7.2 %
Shares2.9MValue$949.1M% of portfolio2.7 %
13F ↗
D. E. ShawQuantTRIM-59.1 %
Shares1.4MValue$462.7M% of portfolio0.2 %
13F ↗
Renaissance TechnologiesQuantTRIM-44 %
Shares385.7KValue$126.2M% of portfolio0.2 %
13F ↗
Soros Fund ManagementMacroHOLD
Shares118.4KValue$38.7M% of portfolio0.5 %
13F ↗
Dodge & CoxValueTRIM-1.1 %
Shares117.1KValue$38.3M% of portfolio0 %
13F ↗
Bridgewater AssociatesRay Dalio · MacroNEW
Shares23.5KValue$7.7M% of portfolio0 %
13F ↗
Baron Capital (BAMCO)Ron Baron · GrowthNEW
Shares5.3KValue$1.7M% of portfolio0 %
13F ↗

Investor	Shares	Value	% of portfolio	Δ Q/Q
Two Sigma InvestmentsQuant	3M	$968.1M	0.7 %	TRIM-10.7 %	13F ↗
Viking GlobalLong/Short	2.9M	$949.1M	2.7 %	ADD+7.2 %	13F ↗
D. E. ShawQuant	1.4M	$462.7M	0.2 %	TRIM-59.1 %	13F ↗
Renaissance TechnologiesQuant	385.7K	$126.2M	0.2 %	TRIM-44 %	13F ↗
Soros Fund ManagementMacro	118.4K	$38.7M	0.5 %	HOLD	13F ↗
Dodge & CoxValue	117.1K	$38.3M	0 %	TRIM-1.1 %	13F ↗
Bridgewater AssociatesRay Dalio · Macro	23.5K	$7.7M	0 %	NEW	13F ↗
Baron Capital (BAMCO)Ron Baron · Growth	5.3K	$1.7M	0 %	NEW	13F ↗

13F filings cover long US equity positions only — no shorts, bonds or cash. “% of portfolio” refers to the manager’s reported 13F portfolio, not the entire fund. All facts come from public SEC filings with a link to the original document; this is not investment advice.