JPRE — J P MORGAN EXCHANGE
As of Q2 2026, 8 SEC-registered investment managers reported holding JPRE (J P MORGAN EXCHANGE) in their latest 13F filings, with a combined reported value of $300.67M across 5.66M shares. That is +3971.9% by share count (+5.52M shares) versus the previous quarter, while reported value moved +4401.2%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 5.54M | $294.36M | 0.03% | New |
| Wells Fargo & Co history | 70.25K | $3.67M | 0.00% | Add |
| Citadel Advisors history | 21.09K | $1.10M | 0.00% | Reduce |
| Goldman Sachs Group history | 16.26K | $848.50K | 0.00% | Hold |
| Morgan Stanley history | 6.53K | $340.79K | 0.00% | Hold |
| Northern Trust Corp history | 4.45K | $232.36K | 0.00% | Hold |
| PNC Financial Services history | 1.82K | $95.15K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 457 | $23.86K | 0.00% | New |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 77.10K | $3.71M | 0.00% | Add |
| Citadel Advisors history | 22.03K | $1.06M | 0.00% | New |
| Goldman Sachs Group history | 16.26K | $781.67K | 0.00% | Hold |
| Wells Fargo & Co history | 10.75K | $516.71K | 0.00% | Reduce |
| Morgan Stanley history | 6.53K | $313.80K | 0.00% | Hold |
| Northern Trust Corp history | 4.45K | $214.06K | 0.00% | Hold |
| PNC Financial Services history | 1.83K | $88.07K | 0.00% | Add |
Q4 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 5.21M | $243.42M | 0.03% | Reduce |
| Two Sigma Investments history | 35.80K | $1.67M | 0.00% | New |
| Wells Fargo & Co history | 21.95K | $1.03M | 0.00% | Add |
| Bank of America Corp history | 18.18K | $849.42K | 0.00% | Add |
| Goldman Sachs Group history | 16.26K | $759.55K | 0.00% | Hold |
| Morgan Stanley history | 6.53K | $304.89K | 0.00% | Add |
| Northern Trust Corp history | 4.45K | $208.00K | 0.00% | Hold |
| PNC Financial Services history | 1.66K | $77.63K | 0.00% | Hold |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 6.22M | $298.14M | 0.04% | Add |
| Goldman Sachs Group history | 16.26K | $779.39K | 0.00% | Reduce |
| Northern Trust Corp history | 4.45K | $213.43K | 0.00% | New |
| PNC Financial Services history | 1.66K | $79.39K | 0.00% | Hold |
| Wells Fargo & Co history | 1.14K | $54.83K | 0.00% | Add |
| Morgan Stanley history | 894 | $42.85K | 0.00% | Hold |
| Bank of America Corp history | 115 | $5.51K | 0.00% | Reduce |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 5.98M | $285.12M | 0.04% | Add |
| JPMorgan Chase & Co history | 5.98M | $285.12M | 0.04% | Add |
| Goldman Sachs Group history | 28.01K | $1.33M | 0.00% | Add |
| Goldman Sachs Group history | 28.01K | $1.33M | 0.00% | Add |
| PNC Financial Services history | 1.65K | $78.75K | 0.00% | Add |
| Bank of America Corp history | 902 | $42.97K | 0.00% | Reduce |
| Morgan Stanley history | 890 | $42.42K | 0.00% | Hold |
| Morgan Stanley history | 890 | $42.42K | 0.00% | Hold |
| Wells Fargo & Co history | 73 | $3.48K | 0.00% | New |
Q1 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 5.60M | $269.96M | 0.04% | Reduce |
| JPMorgan Chase & Co history | 5.60M | $269.96M | 0.04% | Reduce |
| Bank of America Corp history | 17.09K | $823.79K | 0.00% | Add |
| Goldman Sachs Group history | 16.26K | $783.78K | 0.00% | Hold |
| Goldman Sachs Group history | 16.26K | $783.78K | 0.00% | Hold |
| PNC Financial Services history | 1.62K | $77.92K | 0.00% | Add |
| Morgan Stanley history | 886 | $42.74K | 0.00% | Reduce |
| Morgan Stanley history | 886 | $42.74K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 5.54M sh · $294.36M
- Fidelity Management & Research (FMR) 457 sh · $23.86K
Fully Exited (vs previous quarter)
- Two Sigma Investments sold 77.10K sh · $3.71M
Fund Position History — shares by quarter (top 11 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 5.54M | — | 5.21M | 6.22M | 5.98M | 5.60M | 5.76M | 5.43M | 6.05M | 6.03M | 6.19M | 6.74M | 8.03M | 10.47M | 14.39M | 15.62M | 15.86M |
| Wells Fargo & Co | 70.25K | 10.75K | 21.95K | 1.14K | 73 | — | 4 | — | — | — | — | — | 31 | 31 | 31 | 31 | 31 |
| Citadel Advisors | 21.09K | 22.03K | — | — | — | — | — | 12.96K | — | — | — | — | 4.95K | — | 12.68K | — | — |
| Goldman Sachs Group | 16.26K | 16.26K | 16.26K | 16.26K | 28.01K | 16.26K | 16.26K | 31.36K | 16.26K | 16.26K | 17.34K | 16.26K | 16.26K | 16.26K | — | — | — |
| Morgan Stanley | 6.53K | 6.53K | 6.53K | 894 | 890 | 886 | 1.22K | 1.22K | 1.22K | 1.22K | 1.22K | 3.52K | 1.50K | 1.53K | 1.53K | 1.77K | 2.03K |
| Northern Trust Corp | 4.45K | 4.45K | 4.45K | 4.45K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 1.82K | 1.83K | 1.66K | 1.66K | 1.65K | 1.62K | 1.46K | 1.06K | 654 | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 457 | — | — | — | — | — | — | — | 1 | — | 22 | — | — | — | 2 | — | 1 |
| Two Sigma Investments | — | 77.10K | 35.80K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | — | — | 18.18K | 115 | 902 | 17.09K | 16.93K | — | — | — | — | 1.12K | 1.05K | — | — | 12.46K | — |
| UBS Group AG | — | — | — | — | — | — | 43 | 96 | 201 | 43 | 91 | 417 | 417 | 859 | 1.72K | 1.31K | 2.92K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details