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JPM

Ticker case file

JPM

JPMORGAN CHASE & CO

13FSmart MoneyPublic Filings
$300.85-0.04%NYQ

Tracked funds

14Unique WSM-tracked managers; table rows may include common shares and options

Politicians active

19Recent transactions disclosed via House Clerk / Senate eFD

13F notional

$22.3B2026-03-31

Top conviction

3.6%max % across any fund's portfolio
Source layer

This page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.

13F filing

Funds holding this ticker

24
Manager13F valueConvictionClassOptionReportedSEC filing
FMR LLCOther$9.2B0.49%SH2026-03-31SEC filing
Capital World InvestorsOther$4.5B0.62%SH2026-03-31SEC filing
Citadel Advisors LLCOther$1.7B0.27%SHCALL2026-03-31SEC filing
ClearBridge Investments, LLCOther$1.3B1.1%SH2026-03-31SEC filing
Citadel Advisors LLCHedge$1.2B0.19%SHPUT2026-03-31SEC filing
Two Sigma Investments, LPOther$973.9M0.79%SH2026-03-31SEC filing
Viking Global Investors LPOther$795.4M2.2%SH2026-03-31SEC filing
Citadel Advisors LLCOther$715.4M0.12%SH2026-03-31SEC filing
Jennison Associates LLCOther$407M0.28%SH2026-03-31SEC filing
Millennium Management LLCOther$360.9M0.15%SH2026-03-31SEC filing
Millennium Management LLCHedge$346.8M0.14%SHPUT2026-03-31SEC filing
Renaissance Technologies LLCOther$202.5M0.32%SH2026-03-31SEC filing
Loomis, Sayles & Company, L.P.Other$188.4M0.25%SH2026-03-31SEC filing
Millennium Management LLCOther$155.9M0.06%SHCALL2026-03-31SEC filing
Balyasny Asset Management L.P.Hedge$50.8M0.07%SHPUT2026-03-31SEC filing
Matrix Asset Advisors, Inc.Other$39.6M3.6%SH2026-03-31SEC filing
Soros Fund Management LLCOther$34.8M0.38%SH2026-03-31SEC filing
Two Sigma Investments, LPOther$32.2M0.03%SHCALL2026-03-31SEC filing
Two Sigma Investments, LPHedge$30.4M0.02%SHPUT2026-03-31SEC filing
Point72 Asset Management, L.P.Other$26.5M0.03%SHCALL2026-03-31SEC filing
Balyasny Asset Management L.P.Other$23.9M0.03%SH2026-03-31SEC filing
Point72 Asset Management, L.P.Hedge$21.6M0.03%SHPUT2026-03-31SEC filing
Loomis, Sayles & Company, L.P.Other$13.4M0.02%SH2026-03-31SEC filing
Balyasny Asset Management L.P.Other$7.5M0.01%SHCALL2026-03-31SEC filing

Politician

Politician PTR activity

31
Public datePoliticianActionOwnerAmount rangeFiling
2026-05-15John Fetterman HouseholdD · Senate·PAPurchaseUnknown$8Kcapitol-trades-10000064986
2026-05-04Sheldon Whitehouse HouseholdD · Senate·RISaleSelf$32.5Kcapitol-trades-10000064955
2026-05-01Elizabeth Fletcher HouseholdD · TX-07Sale (Partial)Self$1K–$15K20034413
2026-02-23Jonathan Jackson HouseholdD · IL-01PurchaseSelf$1K–$15K20033929
2026-02-02David J. Taylor HouseholdR · OH-02PurchaseSelf$1K–$15K20033918
2026-02-02David J. Taylor HouseholdR · OH-02PurchaseSelf$1K–$15K20033916
2026-01-15Roger Williams HouseholdR · TX-25PurchaseSelf$1K–$15K20033783
2026-01-13Julia Letlow HouseholdR · LA-05PurchaseSelf$1K–$15K20030977
2025-11-21Lisa Mcclain HouseholdR · MI-09SaleSelf$1K–$15K20033446
2025-11-21Lisa Mcclain HouseholdR · MI-09PurchaseSelf$1K–$15K20033446
2025-11-21Lisa Mcclain HouseholdR · MI-09SaleSelf$1K–$15K20033446
2025-10-10Valerie Hoyle HouseholdD · OR-04SaleSelf$1K–$15K20032211
2025-08-20Ritchie John Torres HouseholdD · NY-15SaleUnknown$1K–$15K20030930
2025-08-20Ritchie John Torres HouseholdD · NY-15PurchaseUnknown$1K–$15K20030930
2025-07-14Scott Scott Franklin HouseholdR · FL-18SaleSelf$15K–$50K20030670
2025-07-03Scott Scott Franklin HouseholdR · FL-18PurchaseUnknown$1K–$15K20030494
2025-07-01Cleo Fields HouseholdD · LA-06PurchaseSelf$15K–$50K20030472
2025-06-26David J. Taylor HouseholdR · OH-02SaleUnknown$1K–$15K20030567
2025-06-22Jefferson Shreve HouseholdR · IN-06SaleSelf$100K–$250K20030387
2025-06-09Rob Bresnahan HouseholdR · PA-08PurchaseSelf$1K–$15K20030482
2025-05-12Bruce Westerman HouseholdR · AR-04SaleSelf$1K–$15K20030332
2025-05-06Marjorie Taylor Greene HouseholdR · GA-14PurchaseSelf$1K–$15K20030295
2025-04-23George Whitesides HouseholdD · CA-27SaleUnknown$50K–$100K20027982
2025-04-16Bruce Westerman HouseholdR · AR-04PurchaseSelf$1K–$15K20030146
2025-04-14Byron Donalds HouseholdR · FL-19SaleSelf$1K–$15K20029092
2025-04-14Byron Donalds HouseholdR · FL-19SaleSelf$1K–$15K20029092
2025-04-11Marjorie Taylor Greene HouseholdR · GA-14PurchaseSelf$1K–$15K20029138
2025-04-08Greg Landsman HouseholdD · OH-01SaleSelf$15K–$50K20029084
2025-04-07Marjorie Taylor Greene HouseholdR · GA-14PurchaseSelf$1K–$15K20029089
2025-04-03David J. Taylor HouseholdR · OH-02PurchaseSelf$1K–$15K20029060
2025-04-03David J. Taylor HouseholdR · OH-02SaleSelf$1K–$15K20029069

Combined activity

13F filings + PTR transactions, newest first