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, Q4 2021
Institutional positions in JPMorgan Chase & Co as of Dec 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
- 3,594
- +409 vs. Q3 2021
- Shares held
- 2.09B
- +281.0K (0.0%) vs. Q3 2021
- Total value
- $330.1B
- −$11.4B (−3.3%) vs. Q3 2021
- New holders
- 497
- 1,592 more added
- Sold out
- 88
- 1,167 more reduced
54 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 260,062,354 | $41.2B | 0.93% | −532,155−0.2% | Reduced |
| BlackRock Inc. | 192,249,551 | $30.4B | 0.78% | −41,7630.0% | Reduced |
| State Street Corp | 141,720,090 | $22.4B | 1.06% | +2,277,065+1.6% | Added |
| Capital World Investors | 66,179,976 | $10.5B | 1.66% | −8,122,178−10.9% | Reduced |
| Bank of America Corp | 50,798,782 | $8.04B | 0.87% | −1,100,198−2.1% | Reduced |
| Wellington Management Group LLP | 48,455,308 | $7.67B | 1.23% | −2,797,998−5.5% | Reduced |
| Geode Capital Management, LLC | 47,806,506 | $7.55B | 0.91% | +687,571+1.5% | Added |
| FMR LLC | 45,937,504 | $7.27B | 0.54% | +795,161+1.8% | Added |
| Morgan Stanley | 39,683,681 | $6.28B | 0.78% | +1,481,841+3.9% | Added |
| Capital International Investors | 37,122,333 | $5.88B | 1.24% | −1,695,231−4.4% | Reduced |
| Northern Trust Corp | 36,560,111 | $5.79B | 0.95% | −633,826−1.7% | Reduced |
| Capital Research Global Investors | 35,020,429 | $5.55B | 1.23% | −277,873−0.8% | Reduced |
| Massachusetts Financial Services Co | 33,384,700 | $5.29B | 1.45% | −160,190−0.5% | Reduced |
| Bank of New York Mellon Corp | 30,541,576 | $4.84B | 0.87% | −325,682−1.1% | Reduced |
| Royal Bank of Canada | 30,440,951 | $4.82B | 1.18% | +4,965,828+19.5% | Added |
| Wells Fargo & Company | 26,028,563 | $4.12B | 1.07% | −642,451−2.4% | Reduced |
| Norges Bank | 25,846,816 | $4.09B | 0.84% | −890,176−3.3% | Reduced |
| Ameriprise Financial Inc | 22,869,001 | $3.61B | 1.00% | +486,546+2.2% | Added |
| Legal & General Group Plc | 19,012,612 | $3.01B | 0.91% | −478,464−2.5% | Reduced |
| Dimensional Fund Advisors LP | 18,483,213 | $2.93B | 0.88% | −908,781−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 17,802,465 | $2.82B | 0.83% | +273,693+1.6% | Added |
| Nuveen Asset Management, LLC | 17,488,596 | $2.77B | 0.82% | −407,818−2.3% | Reduced |
| Franklin Resources Inc | 16,709,915 | $2.65B | 0.95% | +1,193,650+7.7% | Added |
| UBS Group AG | 15,999,870 | $2.53B | 1.00% | −231,135−1.4% | Reduced |
| Deutsche Bank AG | 14,551,277 | $2.30B | 1.04% | −180,792−1.2% | Reduced |
| Invesco Ltd. | 14,017,678 | $2.22B | 0.54% | −1,435,310−9.3% | Reduced |
| Goldman Sachs Group Inc | 13,232,082 | $2.10B | 0.51% | −511,138−3.7% | Reduced |
| UBS Asset Management Americas Inc | 12,799,273 | $2.03B | 0.78% | −2,941,873−18.7% | Reduced |
| Neuberger Berman Group LLC | 12,621,360 | $1.99B | 1.56% | +934,137+8.0% | Added |
| Primecap Management Co | 11,470,229 | $1.82B | 1.26% | −798,275−6.5% | Reduced |
| Parametric Portfolio Associates LLC | 11,276,722 | $1.79B | 0.91% | +160,698+1.4% | Added |
| Price T Rowe Associates Inc | 10,649,418 | $1.69B | 0.15% | −1,192,574−10.1% | Reduced |
| Barclays PLC | 10,418,258 | $1.65B | 1.01% | +433,124+4.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,820,881 | $1.56B | 2.24% | +4,8060.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 9,190,707 | $1.46B | 0.88% | +251,150+2.8% | Added |
| Sanders Capital, LLC | 8,631,596 | $1.37B | 2.79% | −441,188−4.9% | Reduced |
| Bank of Montreal | 8,444,136 | $1.36B | 0.73% | −741,792−8.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,935,945 | $1.26B | 1.04% | −10,800−0.1% | Reduced |
| Boston Partners | 7,678,016 | $1.22B | 1.47% | −346,061−4.3% | Reduced |
| Raymond James & Associates | 7,646,240 | $1.21B | 0.98% | +49,584+0.7% | Added |
| Fisher Asset Management, LLC | 7,432,325 | $1.18B | 0.66% | +323,036+4.5% | Added |
| Eaton Vance Management | 7,136,635 | $1.13B | 1.38% | +410.0% | Added |
| American Century Companies Inc | 6,802,390 | $1.08B | 0.68% | +56,285+0.8% | Added |
| Clearbridge Investments, LLC | 6,646,734 | $1.05B | 0.72% | −6170.0% | Reduced |
| Allianz Asset Management GmbH | 6,568,574 | $1.04B | 0.76% | +358,146+5.8% | Added |
| Alliancebernstein L.P. | 6,554,459 | $1.04B | 0.37% | −710,374−9.8% | Reduced |
| Credit Suisse AG | 6,386,703 | $1.01B | 0.81% | +17,827+0.3% | Added |
| California Public Employees Retirement System | 6,323,117 | $1.00B | 0.67% | −332,887−5.0% | Reduced |
| Manufacturers Life Insurance Company, The | 6,186,796 | $979.7M | 0.60% | −603,597−8.9% | Reduced |
| Putnam Investments LLC | 6,094,413 | $965.1M | 1.38% | +30,368+0.5% | Added |
| Bessemer Group Inc | 6,029,146 | $954.7M | 1.91% | +96,150+1.6% | Added |
| New York State Common Retirement Fund | 5,984,674 | $947.7M | 0.95% | −223,484−3.6% | Reduced |
| Principal Financial Group Inc | 5,893,589 | $933.3M | 0.56% | −299,678−4.8% | Reduced |
| Baird Financial Group, Inc. | 5,551,407 | $879.1M | 2.06% | +104,357+1.9% | Added |
| Canada Pension Plan Investment Board | 5,413,365 | $857.2M | 0.91% | −58,556−1.1% | Reduced |
| Schroder Investment Management Group | 5,393,466 | $854.1M | 1.16% | +952,346+21.4% | Added |
| HSBC Holdings PLC | 5,381,122 | $853.8M | 0.91% | −308,498−5.4% | Reduced |
| California State Teachers Retirement System | 5,360,358 | $848.8M | 0.99% | −14,107−0.3% | Reduced |
| Citigroup Inc | 5,318,226 | $842.1M | 0.76% | +300,184+6.0% | Added |
| Nordea Investment Management AB | 5,306,487 | $840.3M | 1.01% | +477,044+9.9% | Added |
| Swedbank AB | 5,115,941 | $810.8M | 1.37% | +8,160+0.2% | Added |
| GQG Partners LLC | 5,095,612 | $806.7M | 2.00% | +4,083,231+403.3% | Added |
| Rhumbline Advisers | 4,890,114 | $774.4M | 0.95% | −3,339−0.1% | Reduced |
| Davis Selected Advisers | 4,869,065 | $771.0M | 3.58% | −111,582−2.2% | Reduced |
| Ensign Peak Advisors, Inc | 4,805,737 | $761.0M | 1.45% | +464,421+10.7% | Added |
| CIBC Private Wealth Group, LLC | 4,802,380 | $760.5M | 1.58% | +46,795+1.0% | Added |
| Bank of Nova Scotia | 4,698,083 | $744.0M | 1.08% | +2,475,826+111.4% | Added |
| Fayez Sarofim & Co | 4,612,360 | $730.4M | 2.19% | +477,085+11.5% | Added |
| Stifel Financial Corp | 4,522,584 | $716.2M | 0.95% | +279,526+6.6% | Added |
| APG Asset Management N.V. | 4,770,933 | $664.3M | 1.13% | −634,256−11.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,043,247 | $640.2M | 1.37% | +1,388,695+52.3% | Added |
| Prudential Financial Inc | 4,013,766 | $635.9M | 0.79% | +3,144+0.1% | Added |
| Amundi | 3,720,399 | $625.9M | 0.40% | −203,274−5.2% | Reduced |
| TD Asset Management Inc | 3,841,355 | $608.3M | 0.51% | −117,637−3.0% | Reduced |
| Mackenzie Financial Corp | 3,813,196 | $603.8M | 0.81% | −502,333−11.6% | Reduced |
| US Bancorp | 3,797,796 | $601.4M | 0.95% | +18,387+0.5% | Added |
| Envestnet Asset Management Inc | 3,779,479 | $598.5M | 0.30% | +231,878+6.5% | Added |
| National Pension Service | 3,666,472 | $580.6M | 1.01% | −76,425−2.0% | Reduced |
| FIL Ltd | 3,653,291 | $578.5M | 0.59% | −39,099−1.1% | Reduced |
| Bahl & Gaynor Inc | 3,642,671 | $576.8M | 3.22% | −112,565−3.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,630,088 | $574.8M | 1.07% | +54,241+1.5% | Added |
| Janus Henderson Group PLC | 3,570,589 | $565.4M | 0.24% | −297,656−7.7% | Reduced |
| State Board of Administration of Florida Retirement System | 3,532,691 | $559.4M | 1.00% | −24,539−0.7% | Reduced |
| New York State Teachers Retirement System | 3,507,583 | $555.4M | 1.08% | −25,879−0.7% | Reduced |
| Renaissance Technologies LLC | 3,341,486 | $529.1M | 0.66% | +3,138,200+1,543.7% | Added |
| DekaBank Deutsche Girozentrale | 3,000,632 | $476.1M | 1.16% | +310,897+11.6% | Added |
| Adage Capital Partners GP, L.L.C. | 2,982,766 | $472.3M | 0.85% | −9,800−0.3% | Reduced |
| First Republic Investment Management, Inc. | 2,981,631 | $472.1M | 1.02% | +109,304+3.8% | Added |
| Truist Financial Corp | 2,935,090 | $464.8M | 0.71% | +104,444+3.7% | Added |
| Korea Investment CORP | 2,925,170 | $463.2M | 1.20% | +95,540+3.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,735,112 | $433.1M | 1.40% | −11,493−0.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,695,514 | $426.8M | 1.35% | −146,248−5.1% | Reduced |
| Brandywine Global Investment Management, LLC | 2,690,770 | $426.1M | 3.04% | −29,731−1.1% | Reduced |
| JPMorgan Chase & Co | 2,680,547 | $424.5M | 0.05% | −40,457−1.5% | Reduced |
| Great West Life Assurance Co | 2,506,278 | $396.0M | 0.82% | +170,409+7.3% | Added |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,470,000 | $391.1M | 3.71% | 00.0% | Unchanged |
| AQR Capital Management LLC | 2,454,587 | $388.7M | 0.70% | −151,122−5.8% | Reduced |
| King Luther Capital Management Corp | 2,434,628 | $385.5M | 1.74% | −5,450−0.2% | Reduced |
| Fifth Third Bancorp | 2,434,318 | $385.5M | 1.50% | +1,917+0.1% | Added |
| CIBC World Markets Corp | 2,407,275 | $381.2M | 2.03% | +883,550+58.0% | Added |