JPMorgan Chase & Co
JPM- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 5,156 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.
Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
13F holders, Q2 2026
Institutional positions in JPMorgan Chase & Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,156
- +123 vs. Q1 2026
- Shares held
- 1.97B
- +25.3M (+1.3%) vs. Q1 2026
- Total value
- $643.7B
- +$73.4B (+12.9%) vs. Q1 2026
- New holders
- 237
- 2,266 more added
- Sold out
- 114
- 2,116 more reduced
69 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,679 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 206,290,537 | $67.5B | 1.01% | −1,929,756−0.9% | Reduced |
| Vanguard Capital Management LLC | 161,586,023 | $52.9B | 1.13% | −3,692,710−2.2% | Reduced |
| State Street Corp | 125,209,293 | $41.0B | 1.21% | +932,632+0.8% | Added |
| Bank of America Corp | 69,666,753 | $22.8B | 1.47% | +4,006,293+6.1% | Added |
| Morgan Stanley | 67,092,426 | $22.0B | 1.16% | −1,452,016−2.1% | Reduced |
| Vanguard Portfolio Management LLC | 65,819,503 | $21.5B | 0.97% | +238,677+0.4% | Added |
| Geode Capital Management, LLC | 61,707,794 | $20.1B | 1.07% | −843,020−1.3% | Reduced |
| Norges Bank | 36,122,327 | $11.8B | 1.18% | +36,122,327 | New |
| Northern Trust Corp | 30,677,237 | $10.0B | 1.17% | −543,805−1.7% | Reduced |
| Capital Research Global Investors | 27,746,323 | $9.08B | 1.27% | +332,928+1.2% | Added |
| Price T Rowe Associates Inc | 27,686,080 | $9.06B | 0.91% | +198,757+0.7% | Added |
| FMR LLC | 26,296,276 | $8.61B | 0.37% | −5,137,693−16.3% | Reduced |
| Goldman Sachs Group Inc | 25,300,855 | $8.28B | 0.87% | +1,851,881+7.9% | Added |
| Wells Fargo & Company | 23,350,060 | $7.64B | 1.33% | +349,429+1.5% | Added |
| Royal Bank of Canada | 22,764,634 | $7.45B | 1.26% | −1,127,514−4.7% | Reduced |
| Bank of New York Mellon Corp | 21,642,804 | $7.08B | 1.16% | +540,362+2.6% | Added |
| Dimensional Fund Advisors LP | 19,418,112 | $6.36B | 1.15% | +449,228+2.4% | Added |
| Charles Schwab Investment Management Inc | 19,187,267 | $6.28B | 0.84% | +86,154+0.5% | Added |
| UBS Asset Management Americas Inc | 18,833,413 | $6.16B | 1.12% | +134,634+0.7% | Added |
| UBS Group AG | 18,807,767 | $6.16B | 0.98% | −303,983−1.6% | Reduced |
| Legal & General Group Plc | 17,895,549 | $5.86B | 1.22% | −951,729−5.0% | Reduced |
| Fisher Asset Management, LLC | 17,427,412 | $5.70B | 1.70% | +407,347+2.4% | Added |
| Ameriprise Financial Inc | 17,323,113 | $5.68B | 1.15% | +220,033+1.3% | Added |
| Franklin Resources Inc | 15,005,188 | $4.91B | 1.06% | −20,396−0.1% | Reduced |
| Raymond James Financial Inc | 14,783,980 | $4.84B | 1.31% | +300,643+2.1% | Added |
| Capital World Investors | 14,473,602 | $4.74B | 0.56% | −947,861−6.1% | Reduced |
| Nuveen, LLC | 14,324,700 | $4.69B | 1.12% | −740,423−4.9% | Reduced |
| Vanguard Fiduciary Trust Co | 13,967,087 | $4.57B | 1.01% | −135,288−1.0% | Reduced |
| SG Americas Securities, LLC | 13,150,448 | $4.30B | 2.47% | −2,449,508−15.7% | Reduced |
| Capital International Investors | 12,663,449 | $4.15B | 0.86% | +58,280+0.5% | Added |
| Invesco Ltd. | 12,502,439 | $4.09B | 0.32% | +154,178+1.2% | Added |
| Massachusetts Financial Services Co | 12,270,986 | $4.03B | 1.29% | −2,391,113−16.3% | Reduced |
| Barclays PLC | 9,607,550 | $3.14B | 0.99% | −2,803,577−22.6% | Reduced |
| BNP Paribas Arbitrage, SA | 8,070,258 | $2.64B | 1.38% | +1,028,742+14.6% | Added |
| Canada Pension Plan Investment Board | 8,020,990 | $2.63B | 1.45% | +1,496,676+22.9% | Added |
| Neuberger Berman Group LLC | 7,975,997 | $2.61B | 1.74% | +89,456+1.1% | Added |
| Amundi | 7,965,928 | $2.61B | 0.63% | +997,432+14.3% | Added |
| Deutsche Bank AG | 7,909,780 | $2.59B | 0.75% | −401,606−4.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,765,901 | $2.54B | 2.00% | +201,469+2.7% | Added |
| Boston Partners | 7,360,355 | $2.42B | 2.15% | +307,335+4.4% | Added |
| Envestnet Asset Management Inc | 7,273,067 | $2.38B | 0.56% | +82,689+1.1% | Added |
| HSBC Holdings PLC | 7,252,675 | $2.38B | 1.14% | +577,440+8.7% | Added |
| Baird Financial Group, Inc. | 6,806,039 | $2.23B | 3.06% | +118,691+1.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,645,272 | $2.18B | 1.21% | +410,413+6.6% | Added |
| Schroder Investment Management Group | 6,567,996 | $2.15B | 1.52% | +27,550+0.4% | Added |
| The PNC Financial Services Group, Inc. | 6,506,150 | $2.13B | 1.06% | −153,136−2.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,907,580 | $1.93B | 1.10% | −202,969−3.3% | Reduced |
| Bank of Montreal | 5,811,029 | $1.90B | 0.70% | +255,311+4.6% | Added |
| California Public Employees Retirement System | 5,652,111 | $1.85B | 1.04% | −656,222−10.4% | Reduced |
| National Pension Service | 5,549,588 | $1.82B | 1.17% | +36,291+0.7% | Added |
| Vanguard Global Advisers, LLC | 5,358,320 | $1.75B | 0.82% | −102,007−1.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,326,335 | $1.74B | 2.49% | −1,617,669−23.3% | Reduced |
| LPL Financial LLC | 5,252,268 | $1.72B | 0.39% | −138,670−2.6% | Reduced |
| JPMorgan Chase & Co | 5,130,331 | $1.69B | 0.10% | +72,700+1.4% | Added |
| Citigroup Inc | 5,067,048 | $1.66B | 0.77% | +1,302,250+34.6% | Added |
| Alliancebernstein L.P. | 5,522,943 | $1.62B | 0.58% | +330,150+6.4% | Added |
| Principal Financial Group Inc | 4,823,651 | $1.58B | 0.78% | −137,945−2.8% | Reduced |
| Unisphere Establishment | 4,800,000 | $1.57B | 13.38% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 4,710,984 | $1.54B | 1.04% | −98,920−2.1% | Reduced |
| Swedbank AB | 4,691,775 | $1.54B | 1.32% | +84,378+1.8% | Added |
| Rhumbline Advisers | 4,511,046 | $1.48B | 1.11% | −102,077−2.2% | Reduced |
| Clearbridge Investments, LLC | 4,174,142 | $1.37B | 1.13% | −141,208−3.3% | Reduced |
| Wellington Management Group LLP | 4,123,891 | $1.35B | 0.23% | +298,163+7.8% | Added |
| Bessemer Group Inc | 4,076,132 | $1.33B | 1.83% | −384,577−8.6% | Reduced |
| California State Teachers Retirement System | 4,071,860 | $1.33B | 1.23% | −60,976−1.5% | Reduced |
| American Century Companies Inc | 4,008,406 | $1.31B | 0.58% | +276,886+7.4% | Added |
| Jupiter Topco LLC | 3,892,479 | $1.27B | 0.52% | +3,892,479 | New |
| Stifel Financial Corp | 3,865,671 | $1.27B | 1.05% | +16,389+0.4% | Added |
| Voya Investment Management LLC | 3,857,742 | $1.26B | 1.09% | +175,651+4.8% | Added |
| Sanders Capital, LLC | 3,837,596 | $1.26B | 1.26% | −58,969−1.5% | Reduced |
| CIBC Bancorp USA Inc. | 3,826,652 | $1.25B | 1.55% | −551,651−12.6% | Reduced |
| Nordea Investment Management AB | 3,708,233 | $1.22B | 1.00% | +72,134+2.0% | Added |
| National Bank of Canada | 3,531,066 | $1.16B | 1.01% | −165,525−4.5% | Reduced |
| TD Asset Management Inc | 3,520,281 | $1.15B | 1.00% | −856,444−19.6% | Reduced |
| US Bancorp | 3,486,947 | $1.14B | 1.25% | −32,837−0.9% | Reduced |
| Primecap Management Co | 3,382,627 | $1.11B | 0.65% | −20,900−0.6% | Reduced |
| Fifth Third Bancorp | 3,276,170 | $1.07B | 1.74% | −31,507−1.0% | Reduced |
| Fayez Sarofim & Co | 3,214,618 | $1.05B | 2.47% | +85,496+2.7% | Added |
| Mariner, LLC | 3,158,977 | $1.03B | 1.09% | +73,001+2.4% | Added |
| Truist Financial Corp | 3,121,918 | $1.02B | 1.22% | +13,373+0.4% | Added |
| APG Asset Management N.V. | 3,554,331 | $1.02B | 2.50% | +192,186+5.7% | Added |
| CI Private Wealth, LLC | 3,103,189 | $1.02B | 1.41% | −53,372−1.7% | Reduced |
| Aviva PLC | 3,098,055 | $1.01B | 1.49% | −1,3960.0% | Reduced |
| DekaBank Deutsche Girozentrale | 3,427,167 | $1.00B | 1.70% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,991,167 | $979.1M | 1.20% | −15,261−0.5% | Reduced |
| New York State Common Retirement Fund | 2,966,729 | $971.1M | 1.22% | −227,600−7.1% | Reduced |
| FIL Ltd | 2,965,186 | $970.6M | 0.70% | +109,436+3.8% | Added |
| Two Sigma Investments, LP | 2,957,516 | $968.1M | 0.73% | −353,372−10.7% | Reduced |
| Colony Group, LLC | 2,913,920 | $953.8M | 0.98% | −193,567−6.2% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,899,386 | $949.1M | 2.71% | +195,368+7.2% | Added |
| Allianz Asset Management GmbH | 2,888,627 | $945.5M | 0.88% | −212,388−6.8% | Reduced |
| Capital Wealth Planning, LLC | 2,882,314 | $943.5M | 4.71% | +9,240+0.3% | Added |
| AQR Capital Management LLC | 2,842,230 | $930.3M | 0.32% | +1,212,225+74.4% | Added |
| Ensign Peak Advisors, Inc | 2,773,481 | $907.8M | 1.49% | −246,957−8.2% | Reduced |
| Rathbone Brothers plc | 2,753,044 | $901.2M | 3.32% | +37,572+1.4% | Added |
| 1832 Asset Management L.P. | 2,745,469 | $898.7M | 1.10% | +740,049+36.9% | Added |
| Credit Agricole S A | 2,718,848 | $890.0M | 2.26% | +215,929+8.6% | Added |
| HighTower Advisors, LLC | 2,626,400 | $859.7M | 0.83% | −36,007−1.4% | Reduced |
| S&G Foundation | 2,617,548 | $856.8M | 39.94% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,596,890 | $850.0M | 1.29% | −273,878−9.5% | Reduced |