Portfolio manager	Activity	Share change	% portfolio
François RochonTier 1 Giverny Capital	Add 15.00%	+6K	0.50%
Andreas HalvorsenElite Viking Global Investors	Add 86.00%	+1.87M	3.40%
Bill Nygren Oakmark Funds	Add 19.00%	+916	0.00%
Joel GreenblattElite Gotham Asset Management	Reduce 7.00%	-100K	0.30%

Q1 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 57.00%	+519K	0.40%
Andreas HalvorsenElite Viking Global Investors	Reduce 71.00%	-5.29M	1.70%

Q4 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Andreas HalvorsenElite Viking Global Investors	Add 102%	+3.77M	5.80%
Joel GreenblattElite Gotham Asset Management	Add 16.00%	+129K	0.30%

Q3 2024(3 moves)

Portfolio manager	Activity	Share change	% portfolio
François RochonTier 1 Giverny Capital	Add 8.00%	+3K	0.30%
Andreas HalvorsenElite Viking Global Investors	Add 23.00%	+687K	2.80%
Joel GreenblattElite Gotham Asset Management	Add 29.00%	+174K	0.20%

Q2 2024(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Andreas HalvorsenElite Viking Global Investors	Buy (new)	+3.01M	2.30%
Joel GreenblattElite Gotham Asset Management	Reduce 27.00%	-221K	0.20%
Glenn Greenberg Brave Warrior Advisors	Reduce 100%	-1.29M	0.00%

Insider activity

SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.

Buyback program

Tracked SEC disclosures — how aggressively JPMorgan Chase & Co. repurchases its own stock.

See full buyback dossier → 10-K source cited

Congressional trades

STOCK Act disclosures from U.S. House and Senate members trading JPM.

Member	Action	Range	Date
Josh Gottheimer House · D-NJ	buy	$100K–$250K	2024-08-14

ETF holders

Tracked US ETFs with JPM in their top-10 holdings.

ETF	% Fund	AUM	Category
XLF Financial Select Sector SPDR Fund	10.10%	$52B	Sector
VYM Vanguard High Dividend Yield ETF	3.90%	$59B	Dividend

Latest news

Recent headlines for JPM.

Hedge funds holding JPM

1 superinvestor hold JPMorgan Chase as a top position. Sorted by % of portfolio.

Manager	% Portfolio
Joel Greenblatt Best-in-class bank franchise.	2.8%

Dividend tax by country

What will you keep of every $100 in JPM dividend?

Your country of residenceCompany is domiciled inGross dividend (example)

Withholding rate

Domestic (no cross-border)

Tax withheld

$0.00

You'd receive

$1000.00

Of $1000 gross

Source & treaty reference

Treaty: Domestic — no cross-border withholding

Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)

U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

Get alerts when they buy or sell JPM

One email per 13F filing — you'll know within hours if any tracked manager moves on JPM.

Related smart-money signals

Derived from the same 13F filings

Same sector · Financials

Top conviction in this sector

All Financials names →

Data sourced from SEC 13F filings. JPM ownership reflects publicly disclosed long positions only. Not investment advice.