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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,470,000 | $404.3M | 4.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,440,078 | $399.4M | 1.96% | +6820.0% | Added |
| Fifth Third Bancorp | 2,432,401 | $398.2M | 1.73% | +28,123+1.2% | Added |
| Brown Advisory Inc | 2,386,838 | $390.7M | 0.58% | +17,372+0.7% | Added |
| Great West Life Assurance Co | 2,335,869 | $385.1M | 0.90% | −196,845−7.8% | Reduced |
| Keybank National Association | 2,285,888 | $374.2M | 1.63% | +1,302+0.1% | Added |
| State of Wisconsin Investment Board | 2,249,659 | $368.2M | 0.76% | +96,533+4.5% | Added |
| Bank of Nova Scotia | 2,222,257 | $364.9M | 0.67% | +152,095+7.3% | Added |
| Toronto Dominion Bank | 2,578,158 | $364.4M | 0.57% | −743,423−22.4% | Reduced |
| Jennison Associates LLC | 2,222,177 | $363.7M | 0.24% | −86,106−3.7% | Reduced |
| 1832 Asset Management L.P. | 2,130,718 | $355.0M | 0.67% | +260,696+13.9% | Added |
| Mawer Investment Management Ltd. | 2,154,479 | $352.7M | 1.69% | −113,682−5.0% | Reduced |
| Voya Investment Management LLC | 2,125,859 | $348.0M | 0.70% | −144,665−6.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,095,399 | $343.0M | 2.13% | +34,611+1.7% | Added |
| Caisse de Depot Et Placement du Quebec | 2,076,920 | $340.0M | 0.72% | −297,080−12.5% | Reduced |
| Cincinnati Insurance Co | 2,012,000 | $329.3M | 6.70% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,782,380 | $329.2M | 2.45% | +1,782,337+4,144,969.8% | Added |
| LPL Financial LLC | 1,978,234 | $323.8M | 0.30% | +127,947+6.9% | Added |
| Lord, Abbett & Co. LLC | 1,976,742 | $323.6M | 0.77% | −110,100−5.3% | Reduced |
| Public Sector Pension Investment Board | 1,950,781 | $319.3M | 1.89% | +365,450+23.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,936,697 | $317.0M | 0.69% | −126,767−6.1% | Reduced |
| Thornburg Investment Management Inc | 1,905,851 | $312.0M | 3.83% | −791,436−29.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,880,037 | $307.7M | 1.09% | −133,719−6.6% | Reduced |
| Victory Capital Management Inc | 1,874,804 | $306.9M | 0.30% | −431,827−18.7% | Reduced |
| Pictet Asset Management SA | 1,872,907 | $306.6M | 0.34% | +1,872,907 | New |
| Huntington National Bank | 1,872,445 | $306.5M | 3.06% | +6,763+0.4% | Added |
| Russell Investments Group, Ltd. | 1,842,955 | $301.8M | 0.51% | −37,144−2.0% | Reduced |
| Public Employees Retirement Association of Colorado | 1,823,215 | $298.4M | 1.31% | −36,549−2.0% | Reduced |
| M&T Bank Corp | 1,785,517 | $292.3M | 1.32% | −39,238−2.2% | Reduced |
| State of New Jersey Common Pension Fund D | 1,781,770 | $291.7M | 0.90% | −27,329−1.5% | Reduced |
| Royal London Asset Management Ltd | 1,775,113 | $290.6M | 1.18% | −52,737−2.9% | Reduced |
| Mizuho Markets Americas LLC | 1,747,790 | $286.1M | 22.98% | +10,190+0.6% | Added |
| Retirement Systems of Alabama | 1,744,219 | $285.5M | 1.07% | −108,869−5.9% | Reduced |
| Cullen Capital Management LLC | 1,741,616 | $285.1M | 2.80% | +17,137+1.0% | Added |
| HighTower Advisors, LLC | 1,725,671 | $282.3M | 0.76% | +71,048+4.3% | Added |
| Pzena Investment Management LLC | 1,716,239 | $280.9M | 1.11% | +32,425+1.9% | Added |
| Panagora Asset Management Inc | 1,681,556 | $275.3M | 1.47% | −6,837−0.4% | Reduced |
| Brave Warrior Advisors, LLC | 1,672,125 | $273.7M | 9.58% | −175,212−9.5% | Reduced |
| Blair William & Co | 1,656,823 | $271.2M | 0.92% | +37,097+2.3% | Added |
| Aviva PLC | 1,650,630 | $270.2M | 1.21% | +297,390+22.0% | Added |
| Thrivent Financial for Lutherans | 1,648,689 | $269.8M | 0.55% | +83,466+5.3% | Added |
| State of Tennessee, Treasury Department | 1,567,331 | $256.6M | 1.00% | −133,421−7.8% | Reduced |
| Employees Provident Fund Board | 1,553,409 | $254.3M | 4.20% | −188,787−10.8% | Reduced |
| Haverford Trust Co | 1,529,062 | $250.3M | 2.99% | −82,632−5.1% | Reduced |
| STRS Ohio | 1,526,341 | $249.8M | 0.94% | −103,787−6.4% | Reduced |
| CIBC World Markets Corp | 1,523,725 | $249.4M | 1.70% | +23,610+1.6% | Added |
| Asset Management One Co.,Ltd. | 1,520,763 | $248.9M | 0.95% | −69,879−4.4% | Reduced |
| Storebrand Asset Management AS | 1,519,441 | $248.7M | 1.22% | −83,630−5.2% | Reduced |
| Millennium Management LLC | 1,503,900 | $246.2M | 0.33% | +1,052,124+232.9% | Added |
| Sarasin & Partners LLP | 1,490,152 | $243.9M | 2.46% | −44,399−2.9% | Reduced |
| Janney Montgomery Scott LLC | 1,477,335 | $241.8M | 1.03% | +25,818+1.8% | Added |
| First Trust Advisors LP | 1,473,376 | $241.2M | 0.26% | +109,661+8.0% | Added |
| Jarislowsky, Fraser Ltd | 1,449,646 | $237.3M | 1.16% | −173,422−10.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,436,852 | $235.2M | 0.59% | +37,025+2.6% | Added |
| Rafferty Asset Management, LLC | 1,427,605 | $233.7M | 1.60% | −281,081−16.5% | Reduced |
| Commerce Bank | 1,418,748 | $232.2M | 1.64% | +23,768+1.7% | Added |
| Ci Investments Inc. | 1,406,022 | $230.2M | 0.86% | +40,774+3.0% | Added |
| Artemis Investment Management LLP | 1,393,624 | $228.0M | 1.80% | +718,500+106.4% | Added |
| Regions Financial Corp | 1,380,381 | $226.0M | 1.95% | −38,434−2.7% | Reduced |
| Rothschild & Co Asset Management US Inc. | 1,365,829 | $223.6M | 2.77% | −15,794−1.1% | Reduced |
| Alleghany Corp | 1,318,998 | $215.9M | 6.66% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 1,291,061 | $211.7M | 1.03% | +37,933+3.0% | Added |
| Davenport & Co LLC | 1,286,486 | $210.6M | 1.49% | +53,740+4.4% | Added |
| Sculptor Capital LP | 1,278,761 | $209.3M | 1.94% | +319,303+33.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,270,279 | $207.9M | 1.02% | +111,053+9.6% | Added |
| Treasurer of the State of North Carolina | 1,264,861 | $207.0M | 1.20% | −9,530−0.7% | Reduced |
| Glenmede Trust Co NA | 1,262,386 | $206.6M | 1.07% | −19,081−1.5% | Reduced |
| Los Angeles Capital Management LLC | 1,232,110 | $201.7M | 0.92% | −51,211−4.0% | Reduced |
| Calamos Advisors LLC | 1,227,506 | $200.9M | 0.95% | +63,011+5.4% | Added |
| Agf Investments Inc. | 1,210,178 | $198.1M | 1.52% | −261,362−17.8% | Reduced |
| Epoch Investment Partners, Inc. | 1,205,230 | $197.3M | 1.10% | −32,471−2.6% | Reduced |
| RE Advisers Corp | 1,180,936 | $193.3M | 4.70% | −15,600−1.3% | Reduced |
| Kames Capital plc | 1,179,506 | $193.1M | 2.75% | −53,893−4.4% | Reduced |
| CIBC World Markets Inc. | 1,151,595 | $188.5M | 0.68% | −796,892−40.9% | Reduced |
| Scotia Capital Inc. | 1,147,375 | $187.8M | 1.39% | +55,987+5.1% | Added |
| Capital Group Private Client Services, Inc. | 1,144,907 | $187.4M | 2.17% | +1,144,907 | New |
| Natixis Advisors, L.P. | 1,132,711 | $185.4M | 0.76% | +10,574+0.9% | Added |
| Eagle Asset Management Inc | 1,125,187 | $184.2M | 0.83% | +8,747+0.8% | Added |
| Teacher Retirement System of Texas | 1,108,216 | $181.4M | 0.98% | +222,438+25.1% | Added |
| Gateway Investment Advisers LLC | 1,097,006 | $179.6M | 1.87% | −12,975−1.2% | Reduced |
| Bristol John W & Co Inc | 1,092,447 | $178.8M | 3.34% | −15,435−1.4% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 1,079,324 | $177.1M | 2.58% | +63,745+6.3% | Added |
| Advisor Group Holdings, Inc. | 1,056,189 | $173.2M | 0.36% | +26,763+2.6% | Added |
| Boston Trust Walden Corp | 1,057,220 | $173.1M | 1.53% | +2,813+0.3% | Added |
| DnB Asset Management AS | 1,056,998 | $173.0M | 1.12% | +5,460+0.5% | Added |
| Alps Advisors Inc | 1,033,835 | $169.2M | 1.63% | +655+0.1% | Added |
| Nisa Investment Advisors, LLC | 1,020,623 | $167.1M | 1.01% | −9,189−0.9% | Reduced |
| GQG Partners LLC | 1,012,381 | $165.7M | 0.45% | +1,005,667+14,978.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,001,206 | $164.2M | 0.90% | −136,918−12.0% | Reduced |
| NN Investment Partners Holdings N.V. | 982,550 | $160.8M | 0.89% | +92,113+10.3% | Added |
| Rockefeller Capital Management L.P. | 967,056 | $158.3M | 0.83% | +104,236+12.1% | Added |
| Mariner, LLC | 962,778 | $157.6M | 0.82% | +90,934+10.4% | Added |
| Federated Hermes, Inc. | 927,052 | $151.8M | 0.29% | −50,469−5.2% | Reduced |
| Douglas Lane & Associates, LLC | 921,217 | $150.8M | 2.16% | −2,573−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 912,355 | $149.3M | 3.51% | −1,367−0.1% | Reduced |
| ADAMCAPITAL Gestao de Recursos Ltda. | 904,516 | $148.1M | 17.08% | +904,516 | New |
| ProShare Advisors LLC | 899,693 | $147.3M | 0.41% | +4,802+0.5% | Added |
| Personal Capital Advisors Corp | 899,526 | $147.2M | 0.74% | +31,027+3.6% | Added |
| Nomura Asset Management Co Ltd | 896,939 | $146.8M | 0.83% | −253,453−22.0% | Reduced |
| MUFG Securities EMEA plc | 895,515 | $146.6M | 1.92% | −42,063−4.5% | Reduced |