JP

JPM JPMORGAN CHASE & CO

2026Q2 · CUSIP 46625H100 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
5,115
Institutions that reported holding it to the SEC
Net increase in holders
+67
Last quarter 5,048 → now 5,115
How unusual is that
Top 10%
Stronger buying than 95% of US stocks
What the filings say, in one paragraph

5,115 funds held JPM at the end of 2026Q2, up 67 from the quarter before. That is stronger buying than 94.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $199.4B(YoY +13.5%), the P/E is 14.3x, return on equity is 17.4%. JPM has had 31 buying rushes in its history, and the price moved +10.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=1460 2013Q4: holders=1585 2014Q1: holders=1588 2014Q2: holders=1565 2014Q3: holders=1560 2014Q4: holders=1672 2015Q1: holders=1666 2015Q2: holders=1705 2015Q3: holders=1693 2015Q4: holders=1802 2016Q1: holders=1775 2016Q2: holders=1780 2016Q3: holders=1799 2016Q4: holders=1952 2017Q1: holders=2017 2017Q2: holders=2058 2017Q3: holders=2059 2017Q4: holders=2281 2018Q1: holders=2320 2018Q2: holders=2307 2018Q3: holders=2324 2018Q4: holders=2465 2019Q1: holders=2480 2019Q2: holders=2516 2019Q3: holders=2500 2019Q4: holders=2773 2020Q1: holders=2675 2020Q2: holders=2751 2020Q3: holders=2727 2020Q4: holders=3032 2021Q1: holders=3116 2021Q2: holders=3141 2021Q3: holders=3146 2021Q4: holders=3506 2022Q1: holders=3431 2022Q2: holders=3343 2022Q3: holders=3307 2022Q4: holders=3546 2023Q1: holders=3546 2023Q2: holders=3606 2023Q3: holders=3639 2023Q4: holders=3937 2024Q1: holders=4056 2024Q2: holders=4112 2024Q3: holders=4153 2024Q4: holders=4612 2025Q1: holders=4610 2025Q2: holders=4686 2025Q3: holders=4700 2025Q4: holders=5099 2026Q1: holders=5048 2026Q2: holders=5115 -459 -229.5 +0 +229.5 +459 131433435371 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 31 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2025Q4 Top 1% in the market -1.5% +15.2%
2025Q2 Top 5% +4.6% +6.9%
2024Q4 Top 1% in the market -2.7% +6.6%
2024Q3 Top 10% +8.4% +7.6%
2024Q2 Top 5% +13.7% +32.0%
2024Q1 Top 1% in the market +5.8% +21.2%
2023Q4 Top 1% in the market +15.1% +21.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
437
Change in large funds
+52
Total value they hold
$644.0B
Funds buying for the first time
247
Funds that sold out entirely
180
Price change that quarter
+20.6%
Funds holding puts (bearish)
85
Funds holding calls (bullish)
67

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
14.3
EPS (TTM)
$23.35
EPS YoY
+19.7%
Revenue (TTM)
$199.4B
Revenue YoY
+13.5%
Net margin
32.6%
ROE
17.4%
Debt ratio
92.5%
FCF (TTM)
—
Dividend (TTM)
$6.00
Quarterly Revenue & EPS
2021-09-30: EPS 3.74 2021-12-31: EPS 3.34 2022-03-31: EPS 2.63 2022-06-30: EPS 2.76 2022-09-30: EPS 3.12 2022-12-31: EPS 3.58 2023-03-31: EPS 4.10 2023-06-30: EPS 4.75 2023-09-30: EPS 4.33 2023-12-31: EPS 3.05 2024-03-31: EPS 4.44 2024-06-30: EPS 6.12 2024-09-30: EPS 4.37 2024-12-31: EPS 4.82 2025-03-31: EPS 5.07 2025-06-30: EPS 5.24 2025-09-30: EPS 5.07 2025-12-31: EPS 4.64 2026-03-31: EPS 5.94 2026-06-30: EPS 7.70 0B 28.7B 57.3B $B 0.00 4.24 8.47 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 12 8 12 16 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.