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, Q3 2021
Institutional positions in JPMorgan Chase & Co as of Sep 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
- 3,239
- +41 vs. Q2 2021
- Shares held
- 2.09B
- −25.0M (−1.2%) vs. Q2 2021
- Total value
- $342.0B
- +$13.4B (+4.1%) vs. Q2 2021
- New holders
- 131
- 1,512 more added
- Sold out
- 90
- 1,228 more reduced
48 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 260,594,509 | $42.7B | 1.06% | −2,781,637−1.1% | Reduced |
| BlackRock Inc. | 192,291,314 | $31.5B | 0.89% | −4,929,791−2.5% | Reduced |
| State Street Corp | 139,443,025 | $22.8B | 1.21% | −2,304,320−1.6% | Reduced |
| Capital World Investors | 74,302,154 | $12.2B | 2.08% | +2,764,341+3.9% | Added |
| Bank of America Corp | 51,898,980 | $8.50B | 0.95% | +1,119,346+2.2% | Added |
| Wellington Management Group LLP | 51,253,306 | $8.39B | 1.43% | −300,781−0.6% | Reduced |
| Geode Capital Management, LLC | 47,118,935 | $7.69B | 1.04% | +541,152+1.2% | Added |
| FMR LLC | 45,142,343 | $7.39B | 0.59% | −3,621,153−7.4% | Reduced |
| Capital International Investors | 38,817,564 | $6.35B | 1.45% | −704,057−1.8% | Reduced |
| Morgan Stanley | 38,201,840 | $6.25B | 0.84% | −86,737−0.2% | Reduced |
| Northern Trust Corp | 37,193,937 | $6.09B | 1.08% | −2,027,852−5.2% | Reduced |
| Capital Research Global Investors | 35,298,302 | $5.78B | 1.35% | −6,963,653−16.5% | Reduced |
| Massachusetts Financial Services Co | 33,544,890 | $5.49B | 1.61% | +1,622,530+5.1% | Added |
| Bank of New York Mellon Corp | 30,867,258 | $5.05B | 0.99% | −311,668−1.0% | Reduced |
| Norges Bank | 26,736,992 | $4.38B | 0.97% | −1,662,149−5.9% | Reduced |
| Wells Fargo & Company | 26,671,014 | $4.37B | 0.99% | +440,078+1.7% | Added |
| Royal Bank of Canada | 25,475,123 | $4.17B | 1.17% | +508,495+2.0% | Added |
| Ameriprise Financial Inc | 22,382,455 | $3.67B | 1.17% | +1,271,324+6.0% | Added |
| Legal & General Group Plc | 19,491,076 | $3.19B | 1.04% | +523,388+2.8% | Added |
| Dimensional Fund Advisors LP | 19,391,994 | $3.17B | 1.02% | −78,565−0.4% | Reduced |
| Nuveen Asset Management, LLC | 17,896,414 | $2.93B | 0.92% | −1,142,436−6.0% | Reduced |
| Charles Schwab Investment Management Inc | 17,528,772 | $2.87B | 0.94% | +781,114+4.7% | Added |
| UBS Group AG | 16,231,005 | $2.66B | 1.11% | −1,062,212−6.1% | Reduced |
| UBS Asset Management Americas Inc | 15,741,146 | $2.58B | 1.07% | +1,403,825+9.8% | Added |
| Franklin Resources Inc | 15,516,265 | $2.54B | 0.96% | +1,827,675+13.4% | Added |
| Invesco Ltd. | 15,452,988 | $2.53B | 0.64% | +1,092,139+7.6% | Added |
| Deutsche Bank AG | 14,732,069 | $2.41B | 1.14% | +21,255+0.1% | Added |
| Goldman Sachs Group Inc | 13,743,220 | $2.25B | 0.58% | +907,836+7.1% | Added |
| Primecap Management Co | 12,268,504 | $2.01B | 1.42% | −518,670−4.1% | Reduced |
| Price T Rowe Associates Inc | 11,841,992 | $1.94B | 0.18% | −6,057,942−33.8% | Reduced |
| Neuberger Berman Group LLC | 11,687,223 | $1.90B | 1.66% | +309,138+2.7% | Added |
| Parametric Portfolio Associates LLC | 11,116,024 | $1.82B | 1.03% | +345,693+3.2% | Added |
| Barclays PLC | 9,985,134 | $1.63B | 1.16% | +1,865,308+23.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,816,075 | $1.61B | 2.59% | +4,129,437+72.6% | Added |
| Bank of Montreal | 9,185,928 | $1.53B | 0.76% | +806,052+9.6% | Added |
| Sanders Capital, LLC | 9,072,784 | $1.49B | 3.37% | +281,378+3.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,939,557 | $1.46B | 0.91% | −853,416−8.7% | Reduced |
| Boston Partners | 8,024,077 | $1.31B | 1.66% | +87,963+1.1% | Added |
| The PNC Financial Services Group, Inc. | 7,946,745 | $1.30B | 1.20% | −325,442−3.9% | Reduced |
| Raymond James & Associates | 7,596,656 | $1.24B | 1.12% | +127,912+1.7% | Added |
| Alliancebernstein L.P. | 7,264,833 | $1.19B | 0.47% | +699,430+10.7% | Added |
| Fisher Asset Management, LLC | 7,109,289 | $1.16B | 0.72% | +204,912+3.0% | Added |
| Eaton Vance Management | 7,136,594 | $1.16B | 1.61% | +51,444+0.7% | Added |
| Manufacturers Life Insurance Company, The | 6,790,393 | $1.11B | 0.91% | −90,639−1.3% | Reduced |
| American Century Companies Inc | 6,746,105 | $1.10B | 0.76% | +598,824+9.7% | Added |
| California Public Employees Retirement System | 6,656,004 | $1.09B | 0.81% | −99,694−1.5% | Reduced |
| Clearbridge Investments, LLC | 6,647,351 | $1.09B | 0.78% | +34,335+0.5% | Added |
| Credit Suisse AG | 6,368,876 | $1.04B | 0.85% | −217,790−3.3% | Reduced |
| Allianz Asset Management GmbH | 6,210,428 | $1.02B | 0.84% | +1,248,421+25.2% | Added |
| New York State Common Retirement Fund | 6,208,158 | $1.02B | 1.08% | −205,481−3.2% | Reduced |
| Principal Financial Group Inc | 6,193,267 | $1.01B | 0.66% | −72,276−1.2% | Reduced |
| Putnam Investments LLC | 6,064,045 | $992.6M | 1.54% | −15,716−0.3% | Reduced |
| Bessemer Group Inc | 5,932,996 | $971.2M | 2.07% | +64,646+1.1% | Added |
| HSBC Holdings PLC | 5,689,620 | $934.9M | 1.07% | −1,506,854−20.9% | Reduced |
| Canada Pension Plan Investment Board | 5,471,921 | $895.7M | 1.01% | +431,000+8.6% | Added |
| Baird Financial Group, Inc. | 5,447,050 | $891.6M | 2.28% | +93,948+1.8% | Added |
| California State Teachers Retirement System | 5,374,465 | $879.7M | 1.13% | −91,833−1.7% | Reduced |
| Swedbank AB | 5,107,781 | $836.1M | 1.56% | +262,818+5.4% | Added |
| Citigroup Inc | 5,018,042 | $821.4M | 0.82% | −354,002−6.6% | Reduced |
| Davis Selected Advisers | 4,980,647 | $815.3M | 3.77% | −724,732−12.7% | Reduced |
| Rhumbline Advisers | 4,893,453 | $801.0M | 1.08% | −96,500−1.9% | Reduced |
| Nordea Investment Management AB | 4,829,443 | $798.6M | 1.04% | −19,124−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 4,755,585 | $778.4M | 1.81% | −27,976−0.6% | Reduced |
| APG Asset Management N.V. | 5,405,189 | $763.4M | 1.36% | −414,856−7.1% | Reduced |
| Schroder Investment Management Group | 4,441,120 | $727.0M | 1.16% | −1,200,248−21.3% | Reduced |
| Ensign Peak Advisors, Inc | 4,341,316 | $710.6M | 1.48% | −328,267−7.0% | Reduced |
| Mackenzie Financial Corp | 4,315,529 | $706.4M | 1.00% | −347,816−7.5% | Reduced |
| Stifel Financial Corp | 4,243,058 | $694.6M | 1.02% | +33,822+0.8% | Added |
| Fayez Sarofim & Co | 4,135,275 | $676.9M | 2.24% | +7,478+0.2% | Added |
| Prudential Financial Inc | 4,010,622 | $656.3M | 0.91% | −1,056,754−20.9% | Reduced |
| TD Asset Management Inc | 3,958,992 | $648.0M | 0.67% | −321,455−7.5% | Reduced |
| Amundi | 3,923,673 | $642.3M | 0.45% | +108,027+2.8% | Added |
| Lazard Asset Management LLC | 3,923,190 | $642.2M | 0.72% | +116,342+3.1% | Added |
| Janus Henderson Group PLC | 3,868,245 | $633.2M | 0.28% | −323,710−7.7% | Reduced |
| US Bancorp | 3,779,409 | $618.7M | 1.16% | −43,972−1.2% | Reduced |
| Bahl & Gaynor Inc | 3,755,236 | $614.7M | 3.77% | −12,395−0.3% | Reduced |
| National Pension Service | 3,742,897 | $612.7M | 1.17% | −7,678−0.2% | Reduced |
| FIL Ltd | 3,692,390 | $604.4M | 0.67% | −285,403−7.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,575,847 | $585.3M | 1.19% | +87,505+2.5% | Added |
| State Board of Administration of Florida Retirement System | 3,557,230 | $582.3M | 1.13% | −159,598−4.3% | Reduced |
| Envestnet Asset Management Inc | 3,547,601 | $580.7M | 0.32% | +177,218+5.3% | Added |
| New York State Teachers Retirement System | 3,533,462 | $578.4M | 1.22% | −222,130−5.9% | Reduced |
| Standard Life Aberdeen plc | 3,085,781 | $505.5M | 1.14% | −270,448−8.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,992,566 | $489.9M | 0.96% | +58,300+2.0% | Added |
| KBC Group NV | 2,920,064 | $478.0M | 1.75% | −12,234−0.4% | Reduced |
| First Republic Investment Management, Inc. | 2,872,327 | $470.2M | 1.15% | +91,092+3.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,841,762 | $465.2M | 1.54% | −391,627−12.1% | Reduced |
| Truist Financial Corp | 2,830,646 | $463.3M | 0.76% | −58,567−2.0% | Reduced |
| Korea Investment CORP | 2,829,630 | $463.2M | 1.38% | −241,548−7.9% | Reduced |
| BNP Paribas Arbitrage, SA | 2,760,516 | $451.9M | 1.07% | −1,467,404−34.7% | Reduced |
| DekaBank Deutsche Girozentrale | 2,689,735 | $449.7M | 1.26% | +441,757+19.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,746,605 | $449.6M | 1.57% | −71,677−2.5% | Reduced |
| JPMorgan Chase & Co | 2,721,004 | $445.4M | 0.06% | +47,108+1.8% | Added |
| Brandywine Global Investment Management, LLC | 2,720,501 | $445.3M | 3.37% | −222,603−7.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,654,552 | $434.5M | 1.08% | −962,449−26.6% | Reduced |
| AQR Capital Management LLC | 2,605,709 | $426.5M | 0.79% | −6,117−0.2% | Reduced |
| Fiduciary Management Inc | 2,594,779 | $424.7M | 3.17% | −11,250−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,529,568 | $414.1M | 0.92% | −662,211−20.7% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,515,409 | $411.7M | 3.80% | −272,731−9.8% | Reduced |
| Macquarie Group Ltd | 2,479,214 | $405.8M | 0.35% | −43,704−1.7% | Reduced |