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, 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Fiduciary Management Inc | 2,606,029 | $405.3M | 2.98% | −76,308−2.8% | Reduced |
| AQR Capital Management LLC | 2,611,826 | $404.7M | 0.70% | +767,886+41.6% | Added |
| Great West Life Assurance Co | 2,532,714 | $393.6M | 0.90% | −105,333−4.0% | Reduced |
| Macquarie Group Ltd | 2,522,918 | $392.4M | 0.32% | +1,573,771+165.8% | Added |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,470,000 | $384.2M | 3.66% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,439,396 | $379.4M | 1.85% | +16,560+0.7% | Added |
| Fifth Third Bancorp | 2,404,278 | $374.0M | 1.64% | +27,508+1.2% | Added |
| Caisse de Depot Et Placement du Quebec | 2,374,000 | $369.3M | 0.80% | +596,166+33.5% | Added |
| Brown Advisory Inc | 2,369,466 | $368.5M | 0.56% | +5,095+0.2% | Added |
| Jennison Associates LLC | 2,308,283 | $359.0M | 0.24% | +183,041+8.6% | Added |
| Victory Capital Management Inc | 2,306,631 | $358.8M | 0.34% | +85,007+3.8% | Added |
| Keybank National Association | 2,284,586 | $355.3M | 1.56% | −9,541−0.4% | Reduced |
| Voya Investment Management LLC | 2,270,524 | $353.2M | 0.68% | −104,141−4.4% | Reduced |
| Mawer Investment Management Ltd. | 2,268,161 | $352.8M | 1.75% | +53,087+2.4% | Added |
| American International Group, Inc. | 2,220,291 | $345.3M | 1.38% | −150,493−6.3% | Reduced |
| DekaBank Deutsche Girozentrale | 2,247,978 | $343.4M | 1.00% | −308,518−12.1% | Reduced |
| State of Wisconsin Investment Board | 2,153,126 | $334.9M | 0.69% | −369,291−14.6% | Reduced |
| Lord, Abbett & Co. LLC | 2,086,842 | $324.6M | 0.78% | −1,366,579−39.6% | Reduced |
| Bank of Nova Scotia | 2,070,162 | $322.0M | 0.60% | −500,520−19.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,060,788 | $320.5M | 2.04% | +87,724+4.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,063,464 | $320.5M | 0.68% | −309,956−13.1% | Reduced |
| Public Employees Retirement System of Ohio | 2,013,756 | $313.2M | 1.11% | +69,288+3.6% | Added |
| Cincinnati Insurance Co | 2,012,000 | $312.9M | 6.32% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,948,487 | $303.1M | 0.89% | −33,125−1.7% | Reduced |
| Russell Investments Group, Ltd. | 1,880,099 | $292.4M | 0.49% | +54,989+3.0% | Added |
| Huntington National Bank | 1,865,682 | $290.2M | 2.90% | +86,929+4.9% | Added |
| Public Employees Retirement Association of Colorado | 1,859,764 | $289.3M | 1.26% | −19,224−1.0% | Reduced |
| Retirement Systems of Alabama | 1,853,088 | $288.2M | 1.04% | −53,448−2.8% | Reduced |
| 1832 Asset Management L.P. | 1,870,022 | $288.0M | 0.56% | −2,157,056−53.6% | Reduced |
| LPL Financial LLC | 1,850,287 | $287.8M | 0.29% | +144,938+8.5% | Added |
| Brave Warrior Advisors, LLC | 1,847,337 | $287.3M | 9.86% | −334,876−15.3% | Reduced |
| Royal London Asset Management Ltd | 1,827,850 | $284.2M | 1.16% | −50,641−2.7% | Reduced |
| M&T Bank Corp | 1,824,755 | $283.8M | 1.25% | −104,114−5.4% | Reduced |
| State of New Jersey Common Pension Fund D | 1,809,099 | $281.4M | 0.92% | −7,260−0.4% | Reduced |
| Employees Provident Fund Board | 1,742,196 | $271.0M | 4.47% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 1,737,600 | $270.3M | 32.18% | +1,737,600 | New |
| Cullen Capital Management LLC | 1,724,479 | $268.2M | 2.59% | −36,266−2.1% | Reduced |
| Pictet Asset Management Ltd | 1,714,923 | $266.7M | 0.29% | −81,936−4.6% | Reduced |
| Rafferty Asset Management, LLC | 1,708,686 | $265.8M | 1.67% | +178,706+11.7% | Added |
| State of Tennessee, Treasury Department | 1,700,752 | $264.5M | 1.01% | −301,623−15.1% | Reduced |
| Panagora Asset Management Inc | 1,688,393 | $262.6M | 1.41% | +245,331+17.0% | Added |
| Pzena Investment Management LLC | 1,683,814 | $261.9M | 1.02% | +8,103+0.5% | Added |
| HighTower Advisors, LLC | 1,654,623 | $257.5M | 0.75% | −30,851−1.8% | Reduced |
| STRS Ohio | 1,630,128 | $253.6M | 0.91% | −50,311−3.0% | Reduced |
| Jarislowsky, Fraser Ltd | 1,623,068 | $252.5M | 1.18% | −12,087−0.7% | Reduced |
| Blair William & Co | 1,619,726 | $251.9M | 0.87% | −24,910−1.5% | Reduced |
| Haverford Trust Co | 1,611,694 | $250.7M | 2.95% | +24,468+1.5% | Added |
| Storebrand Asset Management AS | 1,603,071 | $249.3M | 1.21% | −5,657−0.4% | Reduced |
| Asset Management One Co.,Ltd. | 1,590,642 | $247.4M | 0.92% | −10,209−0.6% | Reduced |
| Public Sector Pension Investment Board | 1,585,331 | $246.6M | 1.55% | +185,960+13.3% | Added |
| Thrivent Financial for Lutherans | 1,565,223 | $243.5M | 0.50% | +14,142+0.9% | Added |
| Sarasin & Partners LLP | 1,534,551 | $238.7M | 2.49% | +30,816+2.0% | Added |
| CIBC World Markets Corp | 1,500,115 | $233.3M | 1.63% | −1,110,611−42.5% | Reduced |
| Agf Investments Inc. | 1,471,540 | $228.9M | 1.71% | −33,423−2.2% | Reduced |
| Janney Montgomery Scott LLC | 1,451,517 | $225.8M | 1.00% | +18,877+1.3% | Added |
| Regions Financial Corp | 1,418,815 | $220.7M | 1.91% | −59,040−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,399,827 | $217.7M | 0.55% | +23,837+1.7% | Added |
| Commerce Bank | 1,394,980 | $217.0M | 1.54% | +30,130+2.2% | Added |
| Rothschild & Co Asset Management US Inc. | 1,381,623 | $214.9M | 2.55% | +44,029+3.3% | Added |
| Ci Investments Inc. | 1,365,248 | $212.3M | 0.78% | +2,452+0.2% | Added |
| First Trust Advisors LP | 1,363,715 | $212.0M | 0.23% | +305,049+28.8% | Added |
| Aviva PLC | 1,353,240 | $210.5M | 0.92% | −12,568−0.9% | Reduced |
| Alleghany Corp | 1,318,998 | $205.2M | 6.11% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,283,321 | $199.6M | 0.88% | −163,216−11.3% | Reduced |
| Glenmede Trust Co NA | 1,281,467 | $199.3M | 1.03% | −6,857−0.5% | Reduced |
| Treasurer of the State of North Carolina | 1,274,391 | $198.2M | 1.15% | −14,270−1.1% | Reduced |
| M&G Investment Management Ltd | 1,253,128 | $195.5M | 1.02% | +436,487+53.4% | Added |
| Epoch Investment Partners, Inc. | 1,237,701 | $192.5M | 1.03% | −61,083−4.7% | Reduced |
| Kames Capital plc | 1,233,399 | $191.7M | 2.72% | −149,804−10.8% | Reduced |
| Davenport & Co LLC | 1,232,746 | $191.7M | 1.47% | +1,890+0.2% | Added |
| RE Advisers Corp | 1,196,536 | $186.1M | 4.30% | −16,900−1.4% | Reduced |
| Calamos Advisors LLC | 1,164,495 | $181.1M | 0.90% | +155,171+15.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,159,226 | $180.3M | 0.98% | +143,420+14.1% | Added |
| Capital Bank & Trust Co | 1,151,445 | $179.1M | 2.08% | −31,583−2.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,150,392 | $178.9M | 1.04% | −23,705−2.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,138,124 | $177.0M | 1.09% | −34,498−2.9% | Reduced |
| Natixis Advisors, L.P. | 1,122,137 | $174.5M | 0.82% | +13,594+1.2% | Added |
| Eagle Asset Management Inc | 1,116,440 | $173.7M | 0.75% | −34,041−3.0% | Reduced |
| Gateway Investment Advisers LLC | 1,109,981 | $172.6M | 1.77% | −2,743−0.2% | Reduced |
| Bristol John W & Co Inc | 1,107,882 | $172.3M | 3.17% | −7,164−0.6% | Reduced |
| Scotia Capital Inc. | 1,091,388 | $169.8M | 1.27% | +24,975+2.3% | Added |
| Capital International Inc | 1,060,046 | $164.9M | 1.47% | −98,297−8.5% | Reduced |
| Boston Trust Walden Corp | 1,054,407 | $164.0M | 1.46% | +43,408+4.3% | Added |
| DnB Asset Management AS | 1,051,538 | $163.6M | 1.08% | −20,435−1.9% | Reduced |
| Alps Advisors Inc | 1,033,180 | $160.7M | 1.42% | +1,900+0.2% | Added |
| Advisor Group Holdings, Inc. | 1,029,426 | $160.3M | 0.35% | +31,419+3.1% | Added |
| Nisa Investment Advisors, LLC | 1,029,812 | $160.2M | 1.00% | −66,813−6.1% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 1,015,579 | $157.8M | 2.35% | −468,929−31.6% | Reduced |
| AMP Capital Investors Ltd | 1,005,175 | $156.2M | 0.75% | +38,883+4.0% | Added |
| Federated Hermes, Inc. | 977,521 | $152.0M | 0.28% | −281,516−22.4% | Reduced |
| Sculptor Capital LP | 959,458 | $149.2M | 1.29% | −106,607−10.0% | Reduced |
| MUFG Securities EMEA plc | 937,578 | $145.8M | 1.58% | +228,117+32.2% | Added |
| Douglas Lane & Associates, LLC | 923,790 | $143.7M | 2.01% | −4,539−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 913,722 | $142.1M | 3.32% | +3,415+0.4% | Added |
| ACR Alpine Capital Research, LLC | 898,903 | $139.8M | 7.68% | −18,928−2.1% | Reduced |
| ProShare Advisors LLC | 894,891 | $139.2M | 0.41% | +48,937+5.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 894,292 | $139.1M | 1.27% | −36,200−3.9% | Reduced |
| NN Investment Partners Holdings N.V. | 890,437 | $138.5M | 0.74% | +12,772+1.5% | Added |
| Teacher Retirement System of Texas | 885,778 | $137.8M | 0.76% | +54,026+6.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 811,718 | $135.7M | 3.37% | −154,505−16.0% | Reduced |