Latest close
$334.30
As of Oct 12, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Matrix Asset Advisors | 3.54% | 132,893 | TRIMMED (-1.2%) |
| Mairs & Power Funds | 2.77% | 923,550 | TRIMMED (-12.4%) |
| Viking Global Investors | 2.71% | 2,899,386 | ADDED (+7.2%) |
| Davis Advisors | 0.67% | 476,389 | TRIMMED (-14.4%) |
| Markel Group | 0.63% | 252,550 | HELD |
| Giverny Capital | 0.53% | 47,876 | TRIMMED (-8.5%) |
| Pzena Investment Management | 0.32% | 334,094 | TRIMMED (-0.9%) |
| Patient Capital Management | 0.32% | 29,360 | HELD |
| Kahn Brothers Group | 0.15% | 2,878 | ADDED (+2.1%) |
| Torray Funds | 0.13% | 2,959 | TRIMMED (-92.4%) |
| Gardner Russo & Quinn | 0.09% | 24,719 | TRIMMED (-83.4%) |
| Brave Warrior Advisors | 0.04% | 5,643 | HELD |
| Dodge & Cox Funds | 0.02% | 117,130 | TRIMMED (-1.1%) |
| Greenhaven Associates | 0.01% | 2,500 | TRIMMED (-37.5%) |
| Oakmark Funds | <0.01% | 6,215 | ADDED (+6.9%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end. Fund counts here aggregate every share class mapped to this ticker; research headlines cite filer counts as they stood at publication, so a count here can differ from a headline by a holder (see Methodology, "How holder counts are counted").
Exited this quarter: Check Capital Management.
| Institutions holding | 5,140 of 8,857 filers |
| Long-only filers among them | 5,125 |
| Change vs 2026 Q1 | +123 net · 2,033 entered · 1,910 exited |
| Shares reported, all filers | 1,958,830,968 |
| Reported value, all filers | $632.4B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
| Exchange | NYSE |
| Industry | National Commercial Banks (SIC 6021) |
| Revenue · FY2025 | $182.4B |
| Net income · FY2025 | $57.0B |
| Total assets · FY2025 | $4,424.9B |
| Shares outstanding | 2,658,186,195 |
| Market cap (at latest close) | $888.6B |
Source: SEC EDGAR company filings (submissions and company facts), collected Oct 7, 2026. Shares outstanding as reported Jun 30, 2026.
| Shares short · Sep 15, 2026 | 23,990,561 |
| Share of shares outstanding | 0.90% |
| Days to cover | 3.64 |
Shares short at recent settlements — Jun 30, 2026: 26.9M · Jul 15, 2026: 29.5M · Jul 31, 2026: 28.2M · Aug 14, 2026: 25.3M · Aug 31, 2026: 26.5M · Sep 15, 2026: 24.0M.
Source: FINRA Equity Short Interest (biweekly settlement data). Shares outstanding from SEC filings as of Jun 30, 2026.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 2 sales by 1 insider ($1.8M).
Source: SEC Form 4 filings, as of Oct 13, 2026. Open-market transactions only.
0 members of Congress reported buying (0 purchases vs 6 sales).
Source: U.S. House Clerk and U.S. Senate eFD STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade.
Financial Screens
· Growth — Revenue up every year for 5 straight years
· Lynch PEG — Cheap against its growth rate
· Dividend Growth — Dividends raised for more than 10 years
· Neff Total Return Ratio — Growth plus dividends divided by P/E is high
· Shareholder Yield — Cash returned through dividends and buybacks
· Earnings Stability — Small earnings swings and almost no loss years
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
Key figures
· Growth — Latest revenue: $182.4B · 5-yr revenue CAGR: 8.8% · Straight growth years: 10
· Lynch PEG — P/E: 16.46 · 5-yr EPS growth: 17.6% · PEG: 0.93
· Dividend Growth — Dividend per share: 5.80 · Dividend yield: 1.8% · Straight dividend years: 17 · 10-yr dividend growth: 208.5%
· Neff Total Return Ratio — EPS growth: 17.6% · Dividend yield: 1.8% · P/E: 16.46 · Neff ratio: 1.18
· Shareholder Yield — Shareholder yield: 5.3% · of which dividends: 1.8% · of which buybacks: 3.5%
· Earnings Stability — Earnings variation (CV): 0.30 · Loss years (of 10): 0 · Latest net income: $57.0B
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Super-investor 13F BEST — appeared in 20 of the last 20 quarterly lists; latest 2026 Q2, ranked #19 of 50.
· Politician BEST — appeared in 17 of the last 20 quarterly lists; latest 2026 Q1, ranked #37 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 16 | 75.0% | +6.2% | +3.6% | +2.6% |
| Share count tripled (3x) | 3 | 100.0% | +3.5% | +0.2% | +3.3% |
Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
Also held by the tracked funds that hold JPM: Alphabet Inc. (GOOGL) · MICROSOFT CORP (MSFT) · AMAZON COM INC (AMZN) · Alphabet Inc. (GOOG) · Meta Platforms, Inc. (META) · VISA INC. (V) · Apple Inc. (AAPL) · BERKSHIRE HATHAWAY INC (BRK.B) · AMERICAN EXPRESS CO (AXP) · WELLS FARGO & COMPANY/MN (WFC).
Filings audit: every filing lens on JPMORGAN CHASE & CO (JPM), scored — GetCoattail Research.
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