← Holdings
JPM

JPMORGAN CHASE & CO

4 managers · $129M total
Data: SEC EDGAR 13F · 2026Q1
Manager holders · last 4 qtrsⓘ
4
2025Q2 – 2026Q1 · -1 QoQ
Total position
$129M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
MarkelHold$74M0.62%Insurance float / Long-term value
HoskingⓘHold$30M1.09%Contrarian value / Global diversified
GivernyⓘAdd+0.89%$15M0.56%Long-term growth-value
Patient CapitalⓘHold$9M0.32%Contrarian growth-value / Time arbitrage
What managers sayⓘ
2026-06-18Michael Mauboussin (Consilient Observer)NeutralOpportunities and Expectations: The Present Value of Growth Opportunities in ValuationDetail →
2025-01-08SprottNeutralRecalibrating Our Crystal BallDetail →
2024-12-31Giverny CapitalNeutralGiverny Capital Annual Letter to Partners 2024Detail →
2024-10-09Patient Capital ManagementBearWhat Every Portfolio Needs: UnderperformersDetail →
2024-10-08Patient Capital ManagementNeutral3Q24 Portfolio Activity and AttributionDetail →
2024-04-11Patient Capital ManagementBullA Differentiated View on DiversificationDetail →
2024-01-11SprottNeutralGold Mining Stocks, A Clear and Compelling Investment CaseDetail →
2023-07-14Patient Capital ManagementBullOn Growth and ChangeDetail →
Earnings Callsⓘ
Q2 2026July 22, 2026
›
Above expectations, investment banking and trading revenue drove strong results.
Revenue increased 15% YoY, net income of $16.9 billion, EPS of $6.14, ROTCE of 23%.
Investment banking fees rose 30% YoY, equity trading revenue grew 86% YoY. AWM net inflows of $50 billion, assets under management of $5.1 trillion.
Raised full-year NII ex-Markets to approximately $96.5 billion, adjusted expense guidance to $107.5 billion.
CEO Dimon said "near the best of times" but warned the sustainability is in question; regulatory uncertainty remains a negative signal.
Q1 2026April 21, 2026
›
FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 11% · latest net margin 31.3%

Revenue$182.4B
Rev. YoY+2.8%
Gross margin—
Net margin31.3%
Net income$57.0B
Free cash flow—
Operating cash flow-$147.8B
ROE15.7%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.