STOCK

JPM JPMORGAN CHASE & CO

Held by 30 of 74 curated managers · 5,289 total holders in our 13F universe.

SMART MONEY HOLDERS · from our curated set

Top managers holding JPM

  1. ACR Alpine Capital Research, LLC Concentrated value with outsized alpha generation.
    Top performer
    4.3% of portfolio
  2. Viking Global Investors LP Global compounder with flat recent alpha.
    Name to know Mega
    2.3% of portfolio
  3. Pzena Investment Management LLC Value investor favoring overlooked financials and staples.
    Thematic
    2.3% of portfolio
  4. Shufro Rose & Co. LLC Concentrated small-cap value with outsized alpha.
    Top performer
    2.3% of portfolio
  5. Svb Wealth LLC Broad tech exposure with outsized alpha generation.
    Top performer
    1.8% of portfolio
  6. Hummer Financial Advisory Services Inc Large-cap core with outsized alpha generation.
    Top performer
    1.8% of portfolio
  7. Benchmark Investment Advisors LLC Nvidia-heavy growth shop. Zero alpha.
    Thematic
    1.5% of portfolio
  8. State Street Corp. Index tracker with mega-cap tech tilt.
    Name to know Mega
    1.3% of portfolio
  9. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Mega-cap tech concentration. Outsized alpha generation.
    Top performer
    1.1% of portfolio
  10. Linscomb Wealth, Inc. Broad equity indexer with outsized alpha generation.
    Top performer
    1.0% of portfolio
EDITORIAL BRIEF · refreshed Jun 11, 2026

Why is JPM in 30 of 74 curated portfolios?

Why is JPM in 30 of our 74 curated portfolios?

Curated Manager Conviction

JPM appears across a notably eclectic set of curated managers, which itself tells a story. ACR Alpine Capital Research holds the largest position at 4.3% of their portfolio — a concentrated value shop credited with outsized alpha generation, suggesting this is a considered, high-conviction bet rather than passive drift. Viking Global Investors (2.3%) and Pzena Investment Management (2.3%) add further weight: Pzena's focus on overlooked financials makes JPM an almost textbook fit, while Viking frames it as a global compounder. Shufro Rose (2.3%) and Hummer Financial Advisory Services (1.8%) both carry outsized alpha designations despite very different mandates. Even SVB Wealth (1.8%) and Linscomb Wealth…

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INSIDER TRADES · recent

No Form 4 trades on file for JPM.

CONGRESS TRADES · recent