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Stocks / United States / JPM / Holders

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.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management61,707,794$20.13 billion1.1%-843,020trimmed30 June 202613F
Norges Bank36,122,327$11.82 billion1.2%held30 June 202613F
Capital Research Global Investors27,746,323$9.08 billion1.3%+332,928added30 June 202613F
FMR LLC26,296,276$8.61 billion0.4%-5,137,693trimmed30 June 202613F
Citadel Advisors12,648,365$4.14 billion0.5%+557,492added30 June 202613F
Two Sigma Investments3,001,216$982.4 million0.7%-522,372trimmed30 June 202613F
Viking Global Investors2,899,386$949.1 million2.7%+195,368added30 June 202613F
Millennium Management2,755,512$902.0 million0.3%-180,253trimmed30 June 202613F
Renaissance Technologies385,678$126.2 million0.2%-302,672trimmed30 June 202613F
Point72 Asset Management367,572$120.3 million0.1%+204,072added30 June 202613F
Alyeska248,028$81.2 million0.2%-84,499trimmed30 June 202613F
Soros Fund Management118,358$38.7 million0.5%no changeheld30 June 202613F
Dodge & Cox117,130$38.3 million0.0%-1,325trimmed30 June 202613F
Bridgewater Associates23,548$7.7 million0.0%+23,548new30 June 202613F
Harris Associates6,215$2.0 million0.0%+400added30 June 202613F

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

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
30 April 202613GVanguard Capital Management and 1 other190.5 million7.1%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, 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 dateShares failedPriceFile
24 August 20264$351.58SEC
17 August 2026107$362.84SEC
13 August 20264$365.18SEC
12 August 20262,479$362.04SEC
11 August 202668$359.79SEC
10 August 20261,300$357.52SEC
3 August 20261,707$351.79SEC
31 July 20261$350.85SEC
27 July 2026325$353.21SEC
20 July 20266,286$341.10SEC
15 July 2026324$342.89SEC

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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