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JPM · Financials

Jpmorgan Chase & Co

USA Financials Filing: 2026-03-31
47/100
Smart-money confidence1 of 3 sources positive
Moderate — mixed signals

company insiders are selling

Hedge funds
78
Congress
No data
Insiders
0
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
Market cap
$964.5B
Industry
Banks - Diversified
Sector
Financial Services
Exchange
NYSE
About JPMORGAN CHASE & CO

JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans,…

Who's behind the signal
Every informed buyer we can see on JPM, across all three feeds.
Hedge funds · 13
Viking Global Investors Increased +42%
AQR Capital Management Increased +74%
Davis Selected Advisers Decreased −3%
+7 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
Company insiders Selling
Recent sells26
Congressional trades · 50 on record
Disclosures from 2023-02-23 to 2026-07-23
Trade date Member Chamber Action Amount
2026-07-23 John Boozman · R-AR Senate Sold $1,001 - $15,000
2026-04-13 Sheldon Whitehouse · D-RI Senate Sold $15,001 - $50,000
2026-03-27 Alan Armstrong · R-OK Senate Sold $15,001 - $50,000
2026-02-25 Mike Collins · R-GA House Bought $15,001 - $50,000
2026-02-18 David Schweikert · R-AZ House Bought $15,001 - $50,000
2026-01-28 Katie Boyd Britt · R-AL Senate Sold $1,001 - $15,000
2025-12-29 Markwayne Mullin · R-OK Senate Bought $50,001 - $100,000
2025-07-24 John Boozman · R-AR Senate Sold $1,001 - $15,000
2025-07-21 Angus S. King, Jr. · I-ME Senate Bought $1,001 - $15,000
2025-07-18 Shelley Moore Capito · R-WV Senate Sold $1,001 - $15,000
Show the other 40
Trade date Member Chamber Action Amount
2025-04-15 Tommy Tuberville · R-AL Senate Sold $15,001 - $50,000
2025-04-14 Katie Boyd Britt · R-AL Senate Bought $1,001 - $15,000
2025-04-08 John Boozman · R-AR Senate Sold $1,001 - $15,000
2025-02-05 John Boozman · R-AR Senate Sold $1,001 - $15,000
2025-01-17 Shelley Moore Capito · R-WV Senate Sold $1,001 - $15,000
2024-11-25 Marjorie Taylor Greene · R-GA House Bought $1,001 - $15,000
2024-11-08 Jared Moskowitz · D-FL House Bought $1,001 - $15,000
2024-10-04 Marjorie Taylor Greene · R-GA House Bought $1,001 - $15,000
2024-09-10 Laurel M. Lee · R-FL House Bought $50,001 - $100,000
2024-09-04 John James · R-MI House Sold $1,001 - $15,000
2024-08-06 Scott Franklin · R-FL House Sold $15,001 - $50,000
2024-08-01 Scott Franklin · R-FL House Sold $1,001 - $15,000
2024-07-23 Marjorie Taylor Greene · R-GA House Bought $1,001 - $15,000
2024-07-05 Jared Moskowitz · D-FL House Bought $1,001 - $15,000
2024-07-01 Jared Moskowitz · D-FL House Bought $1,001 - $15,000
2024-04-30 Kevin Hern · R-OK House Bought $1,001 - $15,000
2024-04-24 Jonathan L. Jackson · D-IL House Bought $15,001 - $50,000
2024-03-12 Tommy Tuberville · R-AL Senate Sold $1,001 - $15,000
2024-01-31 Kevin Hern · R-OK House Bought $1,001 - $15,000
2024-01-23 Kathy E. Manning · D-NC House Sold $1,001 - $15,000
2023-12-04 John R. Curtis · R-UT House Sold $1,001 - $15,000
2023-11-10 John James · R-MI House Bought $1,001 - $15,000
2023-10-31 Kevin Hern · R-OK House Bought $1,001 - $15,000
2023-10-24 Greg Stanton · D-AZ House Sold $1,001 - $15,000
2023-09-28 Robert J. Wittman · R-VA House Sold $1,001 - $15,000
2023-09-26 Greg Stanton · D-AZ House Bought $1,001 - $15,000
2023-09-11 Scott Franklin · R-FL House Sold $15,001 - $50,000
2023-09-08 Lois Frankel · D-FL House Sold $15,001 - $50,000
2023-08-07 Michael Guest · R-MS House Bought $1,001 - $15,000
2023-07-31 Kevin Hern · R-OK House Bought $1,001 - $15,000
2023-06-14 Lois Frankel · D-FL House Sold $1,001 - $15,000
2023-05-30 Robert J. Wittman · R-VA House Bought $1,001 - $15,000
2023-05-25 Zoe Lofgren · D-CA House Sold $1,001 - $15,000
2023-04-28 Kevin Hern · R-OK House Bought $1,001 - $15,000
2023-04-28 Kathy E. Manning · D-NC House Sold $1,001 - $15,000
2023-04-10 Daniel S. Goldman · D-NY House Sold $50,001 - $100,000
2023-04-03 Thomas H. Kean, Jr. · R-NJ House Bought $1,001 - $15,000
2023-03-22 Lois Frankel · D-FL House Bought $1,001 - $15,000
2023-03-02 Lois Frankel · D-FL House Bought $1,001 - $15,000
2023-02-23 John R. Curtis · R-UT House Sold $1,001 - $15,000
Not a model pick — but on our radar. JPMORGAN CHASE & CO isn't in the top-10 model right now, but 13 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
13
Investors
1
New positions
4
Increasing
7
Decreasing
1
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.3×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Bridgewater Associates's portfolio
Trust weight: 1.5×
Increased +42%
% of portfolio
2.2%
Position change
+42%
2.2% of Viking Global Investors's portfolio
Trust weight: 1.2×
Increased +62%
% of portfolio
0.8%
Position change
+62%
0.8% of Tudor Investment's portfolio
Trust weight: 1.5×
Increased +5367%
% of portfolio
0.6%
Position change
+5367%
0.6% of Soros Fund Management's portfolio
Trust weight: 1.0×
Increased +74%
% of portfolio
0.3%
Position change
+74%
0.3% of AQR Capital Management's portfolio
Trust weight: 1.1×
Decreased −3%
% of portfolio
0.8%
Position change
−3%
0.8% of Davis Selected Advisers's portfolio
Trust weight: 1.4×
Unchanged
% of portfolio
0.6%
Position change
0.6% of Markel Group's portfolio
Trust weight: 1.0×
Decreased −9%
% of portfolio
0.4%
Position change
−9%
0.4% of Citadel Advisors's portfolio
Trust weight: 1.3×
Decreased −5%
% of portfolio
0.4%
Position change
−5%
0.4% of Polen Capital Management's portfolio
Trust weight: 1.0×
Decreased −59%
% of portfolio
0.3%
Position change
−59%
0.3% of D.E. Shaw & Co's portfolio
Trust weight: 1.3×
Decreased −6%
% of portfolio
0.3%
Position change
−6%
0.3% of Elliott Investment Mgmt's portfolio
Trust weight: 1.0×
Decreased −30%
% of portfolio
0.3%
Position change
−30%
0.3% of Millennium Management's portfolio
Trust weight: 1.1×
Decreased −12%
% of portfolio
0.1%
Position change
−12%
0.1% of Gotham Asset Mgmt's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to JPMORGAN CHASE & CO
0 buys and 26 sells recorded in the last 90 days, but this stock's per-transaction detail hasn't been fetched yet — only the totals.
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell JPMORGAN CHASE & CO or any security.

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