Viking Global Investors
JPM icon

Viking Global Investors’s JPMorgan Chase JPM Stock Holding History

Viking Global Investors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$949M Buy
2,899,386
+195,368
+7% +$60.7M 2.71% 9
2026
Q1 		$795M Buy
2,704,018
+798,036
+42% +$242M 2.23% 15
2025
Q4 		$614M Sell
1,905,982
-3,153,078
-62% -$976M 1.63% 22
2025
Q3 		$1.6B Buy
5,059,060
+1,017,026
+25% +$302M 4.14% 2
2025
Q2 		$1.17B Buy
4,042,034
+1,870,386
+86% +$477M 3.39% 4
2025
Q1 		$533M Sell
2,171,648
-5,294,539
-71% -$1.35B 1.69% 23
2024
Q4 		$1.79B Buy
7,466,187
+3,769,652
+102% +$878M 5.79% 1
2024
Q3 		$779M Buy
3,696,535
+686,713
+23% +$145M 2.84% 13
2024
Q2 		$609M Buy
+3,009,822
New +$588M 2.34% 16
2022
Q2 		– Sell
-119,706
Closed -$16.3M – 87
2022
Q1 		$16.3M Buy
+119,706
New +$17.7M 0.07% 86
2021
Q2 		– Sell
-874,417
Closed -$133M – 101
2021
Q1 		$133M Sell
874,417
-7,584,658
-90% -$1.09B 0.4% 59
2020
Q4 		$1.07B Sell
8,459,075
-991,900
-10% -$111M 2.96% 8
2020
Q3 		$910M Buy
9,450,975
+3,039,489
+47% +$298M 3.29% 8
2020
Q2 		$603M Buy
6,411,486
+2,326,169
+57% +$221M 2.61% 11
2020
Q1 		$368M Buy
+4,085,317
New +$496M 1.91% 18
2017
Q2 		– Sell
-3,695,553
Closed -$325M – 65
2017
Q1 		$325M Buy
+3,695,553
New +$326M 1.43% 21

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Viking Global Investors's JPM Position: Q2 2026 in Review

Viking Global Investors increased its JPMorgan Chase (JPM) stake by 7.2% in Q2 2026, buying an estimated $60.7M and bringing the position to 2,899,386 shares worth $949M. The position accounts for 2.71% of the portfolio, ranked #9.

Viking Global Investors first reported a position in JPM in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.79B in Q4 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Viking Global Investors held 2,899,386 shares of JPMorgan Chase worth $949M as of Q2 2026.
  • Viking Global Investors bought 195,368 JPMorgan Chase shares in Q2 2026, an estimated $60.7M.
  • JPMorgan Chase made up 2.71% of Viking Global Investors's portfolio in Q2 2026, its #9 holding.
  • Viking Global Investors first reported a position in JPMorgan Chase in Q1 2017 and has held it in 16 quarters since.
  • Viking Global Investors's JPMorgan Chase position peaked at $1.79B in Q4 2024.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Viking Global Investors's 13F filing for Q2 2026, filed 14 Aug 2026.