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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; 5,157 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: 5,157 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 20265,157$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
Great West Life Assurance Co2,638,047$399.6M0.97%––
CIBC World Markets Corp2,610,726$397.4M2.54%––
DekaBank Deutsche Girozentrale2,556,496$397.1M1.32%––
First Republic Investment Management, Inc.2,590,256$394.3M1.28%––
Bank of Nova Scotia2,570,682$391.3M0.77%––
State of Wisconsin Investment Board2,522,417$384.0M0.82%––
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST2,470,000$376.0M3.92%––
King Luther Capital Management Corp2,422,836$368.8M1.98%––
Fifth Third Bancorp2,376,770$361.8M1.68%––
Voya Investment Management LLC2,374,665$361.5M0.73%––
American International Group, Inc.2,370,784$360.9M1.48%––
Brown Advisory Inc2,364,371$359.9M0.62%––
Mitsubishi UFJ Trust & Banking Corp2,373,420$349.6M0.77%––
Keybank National Association2,294,127$349.2M1.62%––
Healthcare of Ontario Pension Plan Trust Fund2,230,249$339.5M0.85%––
Victory Capital Management Inc2,221,624$338.2M0.35%––
Mawer Investment Management Ltd.2,215,074$337.2M1.83%––
Brave Warrior Advisors, LLC2,182,213$332.2M10.85%––
Jennison Associates LLC2,125,242$323.5M0.24%––
Cincinnati Insurance Co2,012,000$306.3M6.48%––
State of Tennessee, Treasury Department2,002,375$304.8M1.24%––
CIBC World Markets Inc.1,981,612$301.7M0.93%––
Bank Julius Baer & Co. Ltd, Zurich1,973,064$300.4M2.25%––
Public Employees Retirement System of Ohio1,944,468$296.0M1.18%––
M&T Bank Corp1,928,869$293.6M1.27%––
Retirement Systems of Alabama1,906,536$290.2M1.10%––
Royal London Asset Management Ltd1,878,491$286.2M1.31%––
Public Employees Retirement Association of Colorado1,878,988$286.0M1.34%––
AQR Capital Management LLC1,843,940$280.7M0.46%––
Russell Investments Group, Ltd.1,825,110$278.0M0.49%––
State of New Jersey Common Pension Fund D1,816,359$276.5M0.97%––
Pictet Asset Management Ltd1,796,859$273.5M0.33%––
Huntington National Bank1,778,753$270.8M3.26%––
Caisse de Depot Et Placement du Quebec1,777,834$270.6M0.61%––
Cullen Capital Management LLC1,760,745$268.0M2.90%––
Employees Provident Fund Board1,742,196$265.2M4.54%––
LPL Financial LLC1,705,349$259.6M0.30%––
HighTower Advisors, LLC1,685,474$256.6M0.81%––
STRS Ohio1,680,439$255.8M0.96%––
Pzena Investment Management LLC1,675,711$255.1M1.04%––
Waddell & Reed Financial Inc1,675,379$255.0M0.52%––
Blair William & Co1,644,636$250.4M0.94%––
Jarislowsky, Fraser Ltd1,635,155$248.9M1.23%––
Storebrand Asset Management AS1,608,728$244.9M1.30%––
Asset Management One Co.,Ltd.1,600,851$243.7M0.97%––
Haverford Trust Co1,587,226$241.6M3.09%––
Thrivent Financial for Lutherans1,551,081$236.1M0.52%––
Rafferty Asset Management, LLC1,529,980$232.9M1.64%––
Susquehanna International Group, LLP1,519,930$231.4M0.30%––
Agf Investments Inc.1,504,963$229.1M1.82%––
Sarasin & Partners LLP1,503,735$228.9M2.70%––
B. Metzler seel. Sohn & Co. Holding AG1,484,508$226.3M3.72%––
Regions Financial Corp1,477,855$225.0M2.04%––
Los Angeles Capital Management LLC1,446,537$220.2M1.00%––
Panagora Asset Management Inc1,443,062$219.7M1.23%––
Janney Montgomery Scott LLC1,432,640$218.1M1.06%––
Public Sector Pension Investment Board1,399,371$213.0M1.43%––
Kames Capital plc1,383,203$210.7M3.13%––
Commonwealth Equity Services, LLC1,375,990$209.5M0.59%––
Aviva PLC1,365,808$207.9M1.02%––
Commerce Bank1,364,850$207.8M1.58%––
Ci Investments Inc.1,362,796$207.5M0.87%––
Rothschild & Co Asset Management US Inc.1,337,594$203.6M2.51%––
Alleghany Corp1,318,998$200.8M6.43%––
Epoch Investment Partners, Inc.1,298,784$197.7M0.92%––
Treasurer of the State of North Carolina1,288,661$196.2M1.23%––
Glenmede Trust Co NA1,288,324$196.1M1.06%––
Federated Hermes, Inc.1,259,037$191.7M0.37%––
Davenport & Co LLC1,230,856$187.4M1.76%––
RE Advisers Corp1,213,436$184.7M4.42%––
Dodge & Cox1,200,087$182.7M0.13%––
Capital Bank & Trust Co1,183,028$180.1M2.14%––
Nomura Asset Management Co Ltd1,174,097$178.7M1.14%––
Skandinaviska Enskilda Banken AB (publ)1,172,622$178.6M1.18%––
Eagle Asset Management Inc1,150,481$176.8M0.78%––
Capital International Inc1,158,343$176.3M1.64%––
Consulta Ltd1,150,000$175.1M9.02%––
ADAMCAPITAL Gestao de Recursos Ltda.1,123,867$171.1M20.56%––
Bristol John W & Co Inc1,115,046$169.7M3.47%––
Gateway Investment Advisers LLC1,112,724$169.4M1.83%––
Natixis Advisors, L.P.1,108,543$168.8M0.88%––
Nisa Investment Advisors, LLC1,096,625$166.9M1.06%––
DnB Asset Management AS1,071,973$163.2M1.19%––
Scotia Capital Inc.1,066,413$162.3M1.35%––
Sculptor Capital LP1,066,065$162.3M1.44%––
First Trust Advisors LP1,058,666$161.2M0.20%––
Alps Advisors Inc1,031,280$157.0M1.53%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,015,806$154.6M1.01%––
Prudential PLC1,013,350$154.3M1.07%––
Boston Trust Walden Corp1,010,999$153.9M1.49%––
Calamos Advisors LLC1,009,324$153.6M0.91%––
Harel Insurance Investments & Financial Services Ltd.966,223$153.0M3.32%––
Diamond Hill Capital Management Inc1,000,866$152.4M0.62%––
Advisor Group Holdings, Inc.998,007$152.1M0.37%––
Migdal Insurance & Financial Holdings Ltd.980,691$149.3M1.51%––
Artemis Investment Management LLP973,879$148.2M1.41%––
AMP Capital Investors Ltd966,292$147.4M0.74%––
Macquarie Group Ltd949,147$144.5M0.20%––
Jupiter Asset Management Ltd937,488$142.8M1.40%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund930,492$141.6M1.29%––