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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, Q1 2021

Institutional positions in JPMorgan Chase & Co as of Mar 31, 2021. 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
3,218
No complete 13F data for Q4 2020
Shares held
2.17B
No complete 13F data for Q4 2020
Total value
$330.3B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 3,218 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ1 2021: $330.3B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding JPM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc263,068,129$40.0B1.08%––
BlackRock Inc.198,355,636$30.2B0.89%––
State Street Corp141,903,189$21.6B1.24%––
Capital World Investors79,444,252$12.1B2.24%––
Bank of America Corp56,821,694$8.65B1.04%––
Wellington Management Group LLP56,004,148$8.53B1.50%––
FMR LLC47,250,089$7.19B0.61%––
Capital Research Global Investors45,399,073$6.91B1.69%––
Geode Capital Management, LLC45,440,168$6.90B1.05%––
Northern Trust Corp40,335,535$6.14B1.14%––
Capital International Investors38,321,985$5.83B1.48%––
Morgan Stanley37,778,279$5.75B0.84%––
Massachusetts Financial Services Co32,871,417$5.00B1.54%––
Bank of New York Mellon Corp30,434,951$4.63B0.95%––
Norges Bank27,543,126$4.19B0.96%––
Wells Fargo & Company26,834,698$4.09B0.94%––
Royal Bank of Canada25,307,629$3.85B1.20%––
Price T Rowe Associates Inc22,268,928$3.39B0.34%––
Nuveen Asset Management, LLC21,649,149$3.30B1.05%––
Ameriprise Financial Inc21,476,940$3.27B1.09%––
Franklin Resources Inc20,626,727$3.14B1.28%––
Dimensional Fund Advisors LP20,357,122$3.10B1.03%––
Legal & General Group Plc18,183,907$2.77B1.03%––
UBS Group AG17,389,883$2.65B1.18%––
Charles Schwab Investment Management Inc16,640,751$2.53B0.93%––
Deutsche Bank AG15,786,065$2.40B1.29%––
UBS Asset Management Americas Inc14,424,504$2.20B0.97%––
Invesco Ltd.13,584,211$2.07B0.55%––
Primecap Management Co13,447,955$2.05B1.43%––
Goldman Sachs Group Inc13,078,159$1.99B0.59%––
Sanders Capital, LLC10,805,279$1.64B3.97%––
Neuberger Berman Group LLC10,759,522$1.64B1.56%––
Parametric Portfolio Associates LLC10,432,685$1.59B0.91%––
Sumitomo Mitsui Trust Holdings, Inc.10,399,724$1.58B0.99%––
Boston Partners8,402,224$1.28B1.72%––
The PNC Financial Services Group, Inc.8,355,947$1.27B1.23%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,002,388$1.22B2.28%––
Eaton Vance Management7,522,939$1.15B1.70%––
Allianz Asset Management GmbH7,514,481$1.14B1.16%––
Aristotle Capital Management, LLC7,502,674$1.14B2.33%––
Barclays PLC7,484,467$1.14B1.10%––
Manufacturers Life Insurance Company, The7,405,755$1.13B0.98%––
Bank of Montreal7,186,857$1.11B0.78%––
Alliancebernstein L.P.7,121,430$1.08B0.48%––
California Public Employees Retirement System6,932,533$1.06B0.80%––
Principal Financial Group Inc6,708,368$1.02B0.72%––
Fisher Asset Management, LLC6,691,807$1.02B0.72%––
Citigroup Inc6,635,144$1.01B0.96%––
Raymond James & Associates6,620,358$1.01B1.02%––
Credit Suisse AG6,541,485$995.8M0.74%––
New York State Common Retirement Fund6,465,900$984.3M1.09%––
Davis Selected Advisers6,360,706$968.3M4.24%––
Putnam Investments LLC6,073,679$924.6M1.54%––
American Century Companies Inc5,962,728$907.7M0.67%––
Clearbridge Investments, LLC5,951,616$906.0M0.68%––
California State Teachers Retirement System5,757,501$876.5M1.16%––
HSBC Holdings PLC5,657,758$867.1M1.15%––
APG Asset Management N.V.6,691,600$866.7M1.48%––
Baird Financial Group, Inc.5,332,917$811.8M2.28%––
Rhumbline Advisers5,288,373$805.0M1.09%––
Bessemer Group Inc5,218,444$794.4M1.90%––
Schroder Investment Management Group5,132,091$781.3M1.02%––
Prudential Financial Inc5,107,040$777.4M1.16%––
Nordea Investment Management AB4,967,213$761.5M1.11%––
TD Asset Management Inc4,995,659$760.5M0.85%––
Ensign Peak Advisors, Inc4,944,783$752.7M1.62%––
CIBC Private Wealth Group, LLC4,774,631$726.8M1.83%––
Swedbank AB4,614,639$702.5M1.46%––
Mackenzie Financial Corp4,589,507$698.7M1.06%––
Canada Pension Plan Investment Board4,580,439$697.3M0.91%––
BNP Paribas Arbitrage, SA4,505,130$685.8M1.50%––
Stifel Financial Corp4,147,655$631.4M1.04%––
Fayez Sarofim & Co4,131,021$628.9M2.31%––
1832 Asset Management L.P.4,027,078$623.9M1.35%––
FIL Ltd4,087,182$622.2M0.71%––
Barrow Hanley Mewhinney & Strauss LLC4,073,966$620.2M1.97%––
Janus Henderson Group PLC4,066,214$619.1M0.28%––
State Board of Administration of Florida Retirement System3,932,393$598.6M1.19%––
New York State Teachers Retirement System3,932,343$598.6M1.29%––
Amundi Asset Management US, Inc.3,930,841$598.4M0.46%––
US Bancorp3,870,941$589.3M1.19%––
Lazard Asset Management LLC3,847,032$585.6M0.71%––
Bahl & Gaynor Inc3,780,904$575.6M3.64%––
Robeco Institutional Asset Management B.V.3,739,529$569.3M1.40%––
National Pension Service3,701,620$563.5M1.18%––
Standard Life Aberdeen plc3,455,472$526.4M1.20%––
Lord, Abbett & Co. LLC3,453,421$525.7M1.34%––
Raymond James Financial Services Advisors, Inc.3,350,805$510.1M1.15%––
Envestnet Asset Management Inc3,246,824$494.3M0.32%––
Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn3,079,795$468.8M4.28%––
Korea Investment CORP3,023,588$460.3M1.45%––
Thornburg Investment Management Inc2,914,529$443.7M5.15%––
Chevy Chase Trust Holdings, Inc.2,883,325$438.9M1.56%––
Brandywine Global Investment Management, LLC2,880,140$438.4M3.31%––
Adage Capital Partners GP, L.L.C.2,838,866$432.2M0.88%––
Truist Financial Corp2,834,639$431.5M0.75%––
KBC Group NV2,822,186$429.6M1.74%––
Toronto Dominion Bank3,145,746$425.3M0.75%––
JPMorgan Chase & Co2,787,475$424.3M0.06%––
Fiduciary Management Inc2,682,337$408.3M3.06%––