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 2021
Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
- 3,246
- +69 vs. Q1 2021
- Shares held
- 2.12B
- −46.4M (−2.1%) vs. Q1 2021
- Total value
- $329.3B
- +$56.7M (0.0%) vs. Q1 2021
- New holders
- 154
- 1,502 more added
- Sold out
- 85
- 1,284 more reduced
41 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 263,376,146 | $41.0B | 1.02% | +308,017+0.1% | Added |
| BlackRock Inc. | 197,221,105 | $30.7B | 0.86% | −1,134,531−0.6% | Reduced |
| State Street Corp | 141,747,345 | $22.0B | 1.16% | −155,844−0.1% | Reduced |
| Capital World Investors | 71,537,813 | $11.1B | 1.89% | −7,906,439−10.0% | Reduced |
| Wellington Management Group LLP | 51,554,087 | $8.02B | 1.33% | −4,450,061−7.9% | Reduced |
| Bank of America Corp | 50,779,634 | $7.90B | 0.88% | −6,042,060−10.6% | Reduced |
| FMR LLC | 48,763,496 | $7.58B | 0.59% | +1,513,407+3.2% | Added |
| Geode Capital Management, LLC | 46,577,783 | $7.22B | 1.00% | +1,137,615+2.5% | Added |
| Capital Research Global Investors | 42,261,955 | $6.57B | 1.53% | −3,137,118−6.9% | Reduced |
| Capital International Investors | 39,521,621 | $6.15B | 1.40% | +1,199,636+3.1% | Added |
| Northern Trust Corp | 39,221,789 | $6.10B | 1.07% | −1,113,746−2.8% | Reduced |
| Morgan Stanley | 38,288,577 | $5.96B | 0.79% | +510,298+1.4% | Added |
| Massachusetts Financial Services Co | 31,922,360 | $4.97B | 1.45% | −949,057−2.9% | Reduced |
| Bank of New York Mellon Corp | 31,178,926 | $4.85B | 0.94% | +743,975+2.4% | Added |
| Norges Bank | 28,399,141 | $4.42B | 0.96% | +856,015+3.1% | Added |
| Wells Fargo & Company | 26,230,936 | $4.08B | 0.92% | −603,762−2.2% | Reduced |
| Royal Bank of Canada | 24,966,628 | $3.88B | 1.09% | −341,001−1.3% | Reduced |
| Ameriprise Financial Inc | 21,111,131 | $3.28B | 1.02% | −365,809−1.7% | Reduced |
| Dimensional Fund Advisors LP | 19,470,559 | $3.03B | 0.96% | −886,563−4.4% | Reduced |
| Nuveen Asset Management, LLC | 19,038,850 | $2.96B | 0.88% | −2,610,299−12.1% | Reduced |
| Legal & General Group Plc | 18,967,688 | $2.95B | 0.99% | +783,781+4.3% | Added |
| Price T Rowe Associates Inc | 17,899,934 | $2.78B | 0.26% | −4,368,994−19.6% | Reduced |
| UBS Group AG | 17,293,217 | $2.69B | 1.13% | −96,666−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 16,747,658 | $2.60B | 0.87% | +106,907+0.6% | Added |
| Deutsche Bank AG | 14,710,814 | $2.29B | 1.11% | −1,075,251−6.8% | Reduced |
| Invesco Ltd. | 14,360,849 | $2.23B | 0.55% | +776,638+5.7% | Added |
| UBS Asset Management Americas Inc | 14,337,321 | $2.23B | 0.95% | −87,183−0.6% | Reduced |
| Franklin Resources Inc | 13,688,590 | $2.13B | 0.81% | −6,938,137−33.6% | Reduced |
| Goldman Sachs Group Inc | 12,835,384 | $2.00B | 0.54% | −242,775−1.9% | Reduced |
| Primecap Management Co | 12,787,174 | $1.99B | 1.34% | −660,781−4.9% | Reduced |
| Neuberger Berman Group LLC | 11,378,085 | $1.76B | 1.54% | +618,563+5.7% | Added |
| Parametric Portfolio Associates LLC | 10,770,331 | $1.68B | 0.94% | +337,646+3.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,792,973 | $1.52B | 0.90% | −606,751−5.8% | Reduced |
| Sanders Capital, LLC | 8,791,406 | $1.37B | 3.10% | −2,013,873−18.6% | Reduced |
| Bank of Montreal | 8,379,876 | $1.30B | 0.68% | +1,193,019+16.6% | Added |
| The PNC Financial Services Group, Inc. | 8,272,187 | $1.29B | 1.17% | −83,760−1.0% | Reduced |
| Barclays PLC | 8,119,826 | $1.26B | 1.03% | +635,359+8.5% | Added |
| Boston Partners | 7,936,114 | $1.23B | 1.57% | −466,110−5.5% | Reduced |
| Raymond James & Associates | 7,468,744 | $1.16B | 1.06% | +848,386+12.8% | Added |
| HSBC Holdings PLC | 7,196,474 | $1.12B | 1.33% | +1,538,716+27.2% | Added |
| Eaton Vance Management | 7,085,150 | $1.10B | 1.49% | −437,789−5.8% | Reduced |
| Fisher Asset Management, LLC | 6,904,377 | $1.07B | 0.67% | +212,570+3.2% | Added |
| Manufacturers Life Insurance Company, The | 6,881,032 | $1.07B | 0.87% | −524,723−7.1% | Reduced |
| California Public Employees Retirement System | 6,755,698 | $1.05B | 0.79% | −176,835−2.6% | Reduced |
| Clearbridge Investments, LLC | 6,613,016 | $1.03B | 0.72% | +661,400+11.1% | Added |
| Alliancebernstein L.P. | 6,565,403 | $1.02B | 0.41% | −556,027−7.8% | Reduced |
| Credit Suisse AG | 6,586,666 | $1.02B | 0.79% | +45,181+0.7% | Added |
| New York State Common Retirement Fund | 6,413,639 | $997.6M | 1.03% | −52,261−0.8% | Reduced |
| Principal Financial Group Inc | 6,265,543 | $974.5M | 0.63% | −442,825−6.6% | Reduced |
| American Century Companies Inc | 6,147,281 | $956.1M | 0.65% | +184,553+3.1% | Added |
| Putnam Investments LLC | 6,079,761 | $945.6M | 1.47% | +6,082+0.1% | Added |
| Bessemer Group Inc | 5,868,350 | $912.8M | 1.98% | +649,906+12.5% | Added |
| Davis Selected Advisers | 5,705,379 | $887.4M | 3.65% | −655,327−10.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,686,638 | $884.4M | 1.47% | −2,315,750−28.9% | Reduced |
| Schroder Investment Management Group | 5,641,368 | $877.5M | 1.10% | +509,277+9.9% | Added |
| California State Teachers Retirement System | 5,466,298 | $850.2M | 1.07% | −291,203−5.1% | Reduced |
| Citigroup Inc | 5,372,044 | $835.6M | 0.74% | −1,263,100−19.0% | Reduced |
| Baird Financial Group, Inc. | 5,353,102 | $832.6M | 2.16% | +20,185+0.4% | Added |
| Prudential Financial Inc | 5,067,376 | $788.2M | 1.08% | −39,664−0.8% | Reduced |
| Canada Pension Plan Investment Board | 5,040,921 | $784.1M | 0.94% | +460,482+10.1% | Added |
| Rhumbline Advisers | 4,989,953 | $776.1M | 1.02% | −298,420−5.6% | Reduced |
| Allianz Asset Management GmbH | 4,962,007 | $771.8M | 0.69% | −2,552,474−34.0% | Reduced |
| APG Asset Management N.V. | 5,820,045 | $763.3M | 1.30% | −871,555−13.0% | Reduced |
| Nordea Investment Management AB | 4,848,567 | $754.1M | 1.01% | −118,646−2.4% | Reduced |
| Swedbank AB | 4,844,963 | $753.6M | 1.41% | +230,324+5.0% | Added |
| CIBC Private Wealth Group, LLC | 4,783,561 | $744.0M | 1.71% | +8,930+0.2% | Added |
| Ensign Peak Advisors, Inc | 4,669,583 | $726.3M | 1.47% | −275,200−5.6% | Reduced |
| Mackenzie Financial Corp | 4,663,345 | $725.3M | 1.01% | +73,838+1.6% | Added |
| BNP Paribas Arbitrage, SA | 4,227,920 | $657.6M | 1.27% | −277,210−6.2% | Reduced |
| Stifel Financial Corp | 4,209,236 | $654.7M | 0.98% | +61,581+1.5% | Added |
| Janus Henderson Group PLC | 4,191,955 | $652.0M | 0.28% | +125,741+3.1% | Added |
| TD Asset Management Inc | 4,280,447 | $649.7M | 0.66% | −715,212−14.3% | Reduced |
| Fayez Sarofim & Co | 4,127,797 | $642.0M | 2.15% | −3,224−0.1% | Reduced |
| FIL Ltd | 3,977,793 | $618.7M | 0.66% | −109,389−2.7% | Reduced |
| Aristotle Capital Management, LLC | 3,934,410 | $612.0M | 1.17% | −3,568,264−47.6% | Reduced |
| US Bancorp | 3,823,381 | $594.7M | 1.11% | −47,560−1.2% | Reduced |
| Amundi | 3,815,646 | $593.5M | 0.41% | +3,815,646 | New |
| Lazard Asset Management LLC | 3,806,848 | $592.1M | 0.66% | −40,184−1.0% | Reduced |
| Bahl & Gaynor Inc | 3,767,631 | $586.0M | 3.57% | −13,273−0.4% | Reduced |
| New York State Teachers Retirement System | 3,755,592 | $584.1M | 1.22% | −176,751−4.5% | Reduced |
| National Pension Service | 3,750,575 | $583.4M | 1.11% | +48,955+1.3% | Added |
| State Board of Administration of Florida Retirement System | 3,716,828 | $578.1M | 1.09% | −215,565−5.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,617,001 | $562.6M | 1.25% | +1,386,752+62.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,488,342 | $542.6M | 1.11% | +137,537+4.1% | Added |
| Envestnet Asset Management Inc | 3,370,383 | $524.2M | 0.30% | +123,559+3.8% | Added |
| Standard Life Aberdeen plc | 3,356,229 | $522.0M | 1.14% | −99,243−2.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,233,389 | $502.9M | 1.61% | −840,577−20.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,191,779 | $496.4M | 1.10% | −547,750−14.6% | Reduced |
| Korea Investment CORP | 3,071,178 | $477.7M | 1.37% | +47,590+1.6% | Added |
| Susquehanna International Group, LLP | 2,996,895 | $466.1M | 0.51% | +1,476,965+97.2% | Added |
| Toronto Dominion Bank | 3,321,581 | $461.9M | 0.72% | +175,835+5.6% | Added |
| Brandywine Global Investment Management, LLC | 2,943,104 | $457.8M | 3.39% | +62,964+2.2% | Added |
| Adage Capital Partners GP, L.L.C. | 2,934,266 | $456.4M | 0.89% | +95,400+3.4% | Added |
| KBC Group NV | 2,932,298 | $456.1M | 1.64% | +110,112+3.9% | Added |
| Truist Financial Corp | 2,889,213 | $449.4M | 0.74% | +54,574+1.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,818,282 | $438.4M | 1.49% | −65,043−2.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,788,140 | $433.7M | 3.66% | −291,655−9.5% | Reduced |
| First Republic Investment Management, Inc. | 2,781,235 | $432.6M | 1.12% | +190,979+7.4% | Added |
| Thornburg Investment Management Inc | 2,697,287 | $419.5M | 4.82% | −217,242−7.5% | Reduced |
| JPMorgan Chase & Co | 2,673,896 | $415.9M | 0.05% | −113,579−4.1% | Reduced |