JPMorgan Chase & Co. 13F holders
Of the 44 funds followed here, 15 reported a position in JPMorgan Chase & Co. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 61.7 million shares worth $20.13 billion, 1.1% of its reported book. New this quarter: Bridgewater Associates.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 61,707,794 | $20.13 billion | 1.1% | -843,020 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 36,122,327 | $11.82 billion | 1.2% | held | 30 June 2026 | 13F | |
| Capital Research Global Investors | 27,746,323 | $9.08 billion | 1.3% | +332,928 | added | 30 June 2026 | 13F |
| FMR LLC | 26,296,276 | $8.61 billion | 0.4% | -5,137,693 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 12,648,365 | $4.14 billion | 0.5% | +557,492 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 3,001,216 | $982.4 million | 0.7% | -522,372 | trimmed | 30 June 2026 | 13F |
| Viking Global Investors | 2,899,386 | $949.1 million | 2.7% | +195,368 | added | 30 June 2026 | 13F |
| Millennium Management | 2,755,512 | $902.0 million | 0.3% | -180,253 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 385,678 | $126.2 million | 0.2% | -302,672 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 367,572 | $120.3 million | 0.1% | +204,072 | added | 30 June 2026 | 13F |
| Alyeska | 248,028 | $81.2 million | 0.2% | -84,499 | trimmed | 30 June 2026 | 13F |
| Soros Fund Management | 118,358 | $38.7 million | 0.5% | no change | held | 30 June 2026 | 13F |
| Dodge & Cox | 117,130 | $38.3 million | 0.0% | -1,325 | trimmed | 30 June 2026 | 13F |
| Bridgewater Associates | 23,548 | $7.7 million | 0.0% | +23,548 | new | 30 June 2026 | 13F |
| Harris Associates | 6,215 | $2.0 million | 0.0% | +400 | added | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 190.5 million | 7.1% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 24 August 2026 | 4 | $351.58 | SEC |
| 17 August 2026 | 107 | $362.84 | SEC |
| 13 August 2026 | 4 | $365.18 | SEC |
| 12 August 2026 | 2,479 | $362.04 | SEC |
| 11 August 2026 | 68 | $359.79 | SEC |
| 10 August 2026 | 1,300 | $357.52 | SEC |
| 3 August 2026 | 1,707 | $351.79 | SEC |
| 31 July 2026 | 1 | $350.85 | SEC |
| 27 July 2026 | 325 | $353.21 | SEC |
| 20 July 2026 | 6,286 | $341.10 | SEC |
| 15 July 2026 | 324 | $342.89 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 6,286 on 20 July 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to JPM by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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