Curated managers
16 of 57 hold JPMorgan Chase & Co · holdings at Jun 30, 2026
| Manager | % of book | Change | ||
|---|---|---|---|---|
| Smead Capital Management, Inc. Bill Smead · Founder & Chief Investment Officer | 2.76% | #19 | 392.9K | Reduced-23.2K |
| Viking Global Investors LP Andreas Halvorsen · Co-Founder & Chief Executive Officer | 2.71% | #9 | 2.9M | Added+195.4K |
| New England Asset Management, Inc. | 1.64% | #12 | 43.1K | Added+304 |
| Davis Selected Advisers (Davis Advisors) Christopher Davis · Chairman and Portfolio Manager | 0.67% | #35 | 476.4K | Reduced-80.1K |
| Markel Group Inc. Tom Gayner · Chief Executive Officer | 0.63% | #45 | 252.6K | Unchanged |
| Giverny Capital Inc. Francois Rochon · President and Portfolio Manager | 0.53% | #36 | 47.9K | Reduced-4.4K |
| Soros Fund Management LLC Dawn Fitzpatrick · Chief Executive Officer & Chief Investment Officer | 0.51% | #59 | 118.4K | Unchanged |
| Renaissance Technologies LLC Jim Simons · Founder (died 2024-05-10) (historical) | 0.17% | #116 | 385.7K | Reduced-302.7K |
| Gardner Russo & Quinn LLC Thomas Russo · Managing Member/Chairman | 0.09% | #25 | 24.7K | Reduced-124.1K |
| Brave Warrior Advisors, LLC Glenn Greenberg · Chief Investment Officer | 0.04% | #21 | 5.6K | Unchanged |
| Bridgewater Associates, LP Ray Dalio · Founder (relinquished control of the firm in 2022) (historical) | 0.03% | #383 | 23.5K | New position+23.5K |
| Dodge & Cox | 0.02% | #117 | 117.1K | Reduced-1.3K |
| Greenhaven Associates, Inc. Edgar Wachenheim III · Chairman, Chief Financial Officer & Chief Compliance Officer | 0.01% | #26 | 2.5K | Reduced-1.5K |
| Horizon Kinetics Asset Management LLC Murray Stahl · Co-Founder, Chairman, CEO & CIO (died 2026-04-07) (historical) | 0.00% | #261 | 896 | Reduced-542 |
| Harris Associates L.P. (Oakmark Funds) Bill Nygren · Partner and Co-CIO, U.S. | 0.00% | #117 | 6.2K | Added+400 |
| Baron Capital Group (BAMCO, Inc.) Ron Baron · Founder, Chief Executive Officer and Portfolio Manager | 0.00% | #290 | 5.3K | New position+5.3K |