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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| Fiduciary Management Inc | 2,396,264 | $379.4M | 2.79% | −198,515−7.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,392,019 | $378.8M | 0.81% | −137,549−5.4% | Reduced |
| Brown Advisory Inc | 2,385,540 | $377.8M | 0.47% | −1,298−0.1% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,344,257 | $371.2M | 3.31% | −171,152−6.8% | Reduced |
| Toronto Dominion Bank | 2,694,249 | $370.9M | 0.50% | +116,091+4.5% | Added |
| Keybank National Association | 2,292,631 | $363.0M | 1.45% | +6,743+0.3% | Added |
| Macquarie Group Ltd | 2,231,088 | $353.3M | 0.29% | −248,126−10.0% | Reduced |
| Mawer Investment Management Ltd. | 2,226,676 | $352.6M | 1.59% | +72,197+3.4% | Added |
| Voya Investment Management LLC | 2,224,147 | $352.2M | 0.68% | +98,288+4.6% | Added |
| Jennison Associates LLC | 2,214,926 | $350.7M | 0.22% | −7,251−0.3% | Reduced |
| State of Wisconsin Investment Board | 2,181,859 | $345.5M | 0.67% | −67,800−3.0% | Reduced |
| LPL Financial LLC | 2,157,286 | $341.6M | 0.29% | +179,052+9.1% | Added |
| Public Employees Retirement System of Ohio | 2,100,586 | $332.6M | 1.12% | +220,549+11.7% | Added |
| Cincinnati Insurance Co | 2,012,000 | $318.6M | 5.75% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,939,580 | $307.4M | 0.67% | +213,909+12.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,938,003 | $306.9M | 1.64% | −157,396−7.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,924,442 | $304.7M | 0.69% | −52,300−2.6% | Reduced |
| Russell Investments Group, Ltd. | 1,915,499 | $303.3M | 0.48% | +72,544+3.9% | Added |
| Public Employees Retirement Association of Colorado | 1,908,016 | $302.1M | 1.23% | +84,801+4.7% | Added |
| Huntington National Bank | 1,889,688 | $299.2M | 2.72% | +17,243+0.9% | Added |
| National Bank of Canada | 1,880,677 | $298.0M | 1.25% | +1,880,677 | New |
| Thornburg Investment Management Inc | 1,877,467 | $297.3M | 3.49% | −28,384−1.5% | Reduced |
| 1832 Asset Management L.P. | 1,786,861 | $286.8M | 0.51% | −343,857−16.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,803,950 | $285.7M | 0.60% | −132,747−6.9% | Reduced |
| M&T Bank Corp | 1,788,615 | $283.2M | 1.19% | +3,098+0.2% | Added |
| D. E. Shaw & Co., Inc. | 1,763,780 | $279.3M | 0.34% | +1,035,742+142.3% | Added |
| Allspring Global Investments Holdings, LLC | 1,751,712 | $277.4M | 0.31% | +1,751,712 | New |
| State of New Jersey Common Pension Fund D | 1,749,490 | $277.0M | 0.80% | −32,280−1.8% | Reduced |
| Pzena Investment Management LLC | 1,744,422 | $276.2M | 1.04% | +28,183+1.6% | Added |
| Cullen Capital Management LLC | 1,733,733 | $274.5M | 2.57% | −7,883−0.5% | Reduced |
| First Trust Advisors LP | 1,731,499 | $274.2M | 0.27% | +258,123+17.5% | Added |
| Blair William & Co | 1,728,015 | $273.6M | 0.86% | +71,192+4.3% | Added |
| Mizuho Markets Americas LLC | 1,720,490 | $272.4M | 14.35% | −27,300−1.6% | Reduced |
| Retirement Systems of Alabama | 1,677,981 | $265.7M | 0.93% | −66,238−3.8% | Reduced |
| Pictet Asset Management SA | 1,655,672 | $262.2M | 0.26% | −217,235−11.6% | Reduced |
| Aviva PLC | 1,652,155 | $261.6M | 1.10% | +1,525+0.1% | Added |
| Victory Capital Management Inc | 1,585,747 | $251.1M | 0.23% | −289,057−15.4% | Reduced |
| Public Sector Pension Investment Board | 1,569,521 | $248.5M | 1.35% | −381,260−19.5% | Reduced |
| Storebrand Asset Management AS | 1,566,021 | $248.0M | 1.10% | +46,580+3.1% | Added |
| Royal London Asset Management Ltd | 1,562,140 | $247.3M | 0.92% | −212,973−12.0% | Reduced |
| Employees Provident Fund Board | 1,553,409 | $246.0M | 4.05% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 1,551,177 | $245.6M | 1.29% | +123,572+8.7% | Added |
| Standard Life Aberdeen plc | 1,550,513 | $245.5M | 0.54% | −1,535,268−49.8% | Reduced |
| Marshall Wace, LLP | 1,530,754 | $242.4M | 0.49% | +1,435,816+1,512.4% | Added |
| Haverford Trust Co | 1,526,614 | $241.7M | 2.63% | −2,448−0.2% | Reduced |
| Janney Montgomery Scott LLC | 1,525,920 | $241.6M | 0.94% | +48,585+3.3% | Added |
| Altshuler Shaham Ltd | 1,522,259 | $241.0M | 5.09% | −260,121−14.6% | Reduced |
| KBC Group NV | 1,512,820 | $239.6M | 0.79% | −1,407,244−48.2% | Reduced |
| Asset Management One Co.,Ltd. | 1,505,496 | $238.7M | 0.83% | −15,267−1.0% | Reduced |
| STRS Ohio | 1,505,419 | $238.4M | 0.83% | −20,922−1.4% | Reduced |
| Panagora Asset Management Inc | 1,502,815 | $238.0M | 1.26% | −178,741−10.6% | Reduced |
| Brave Warrior Advisors, LLC | 1,494,992 | $236.7M | 7.54% | −177,133−10.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,458,368 | $235.8M | 0.94% | +188,089+14.8% | Added |
| Commonwealth Equity Services, LLC | 1,483,078 | $234.8M | 0.53% | +46,226+3.2% | Added |
| Teacher Retirement System of Texas | 1,469,714 | $232.7M | 1.04% | +361,498+32.6% | Added |
| Susquehanna International Group, LLP | 1,454,643 | $230.3M | 0.35% | +577,635+65.9% | Added |
| Commerce Bank | 1,424,208 | $225.5M | 1.47% | +5,460+0.4% | Added |
| Los Angeles Capital Management LLC | 1,418,481 | $224.6M | 0.84% | +186,371+15.1% | Added |
| State of Tennessee, Treasury Department | 1,413,904 | $223.9M | 0.82% | −153,427−9.8% | Reduced |
| Ci Investments Inc. | 1,413,706 | $223.3M | 0.77% | +7,684+0.5% | Added |
| Jarislowsky, Fraser Ltd | 1,410,147 | $223.3M | 1.04% | −39,499−2.7% | Reduced |
| Thrivent Financial for Lutherans | 1,406,769 | $222.4M | 0.43% | −241,920−14.7% | Reduced |
| Millennium Management LLC | 1,395,019 | $220.9M | 0.24% | −108,881−7.2% | Reduced |
| Regions Financial Corp | 1,363,579 | $215.9M | 1.68% | −16,802−1.2% | Reduced |
| Rothschild & Co Asset Management US Inc. | 1,344,863 | $213.0M | 2.50% | −20,966−1.5% | Reduced |
| Sarasin & Partners LLP | 1,342,148 | $212.5M | 1.94% | −148,004−9.9% | Reduced |
| Capital Wealth Planning, LLC | 1,325,997 | $210.0M | 4.65% | +501,971+60.9% | Added |
| Alleghany Corp | 1,318,998 | $208.9M | 6.07% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,316,426 | $208.5M | 0.99% | +54,040+4.3% | Added |
| Treasurer of the State of North Carolina | 1,261,737 | $199.8M | 1.05% | −3,124−0.2% | Reduced |
| Davenport & Co LLC | 1,251,235 | $198.1M | 1.33% | −35,251−2.7% | Reduced |
| Epoch Investment Partners, Inc. | 1,221,439 | $193.4M | 0.98% | +16,209+1.3% | Added |
| Scotia Capital Inc. | 1,199,988 | $190.0M | 1.26% | +52,613+4.6% | Added |
| Natixis Advisors, L.P. | 1,188,455 | $188.2M | 0.72% | +55,744+4.9% | Added |
| Kames Capital plc | 1,177,547 | $186.6M | 2.40% | −1,959−0.2% | Reduced |
| RE Advisers Corp | 1,172,136 | $185.6M | 4.27% | −8,800−0.7% | Reduced |
| CIBC World Markets Inc. | 1,159,833 | $183.7M | 0.61% | +8,238+0.7% | Added |
| Mariner, LLC | 1,131,736 | $179.2M | 0.76% | +168,958+17.5% | Added |
| Eagle Asset Management Inc | 1,127,446 | $178.7M | 0.78% | +2,259+0.2% | Added |
| Capital Group Private Client Services, Inc. | 1,117,506 | $177.0M | 1.89% | −27,401−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,106,122 | $175.4M | 0.33% | +49,933+4.7% | Added |
| Boston Trust Walden Corp | 1,106,417 | $175.2M | 1.41% | +49,197+4.7% | Added |
| Agf Investments Inc. | 1,096,583 | $173.6M | 1.25% | −113,595−9.4% | Reduced |
| Guggenheim Capital LLC | 1,089,083 | $172.5M | 0.90% | +686,222+170.3% | Added |
| Bristol John W & Co Inc | 1,080,928 | $171.2M | 2.96% | −11,519−1.1% | Reduced |
| Gateway Investment Advisers LLC | 1,078,077 | $170.7M | 1.63% | −18,929−1.7% | Reduced |
| ProShare Advisors LLC | 1,075,126 | $170.2M | 0.33% | +175,433+19.5% | Added |
| Calamos Advisors LLC | 1,047,784 | $165.9M | 0.67% | −179,722−14.6% | Reduced |
| TD Waterhouse Canada Inc. | 916,803 | $165.3M | 1.61% | +916,803 | New |
| Rockefeller Capital Management L.P. | 1,036,364 | $164.1M | 0.77% | +69,308+7.2% | Added |
| Nomura Asset Management Co Ltd | 1,033,463 | $163.6M | 0.83% | +136,524+15.2% | Added |
| Paralel Advisors LLC | 1,028,000 | $162.8M | 9.43% | +1,028,000 | New |
| Capital International Inc | 1,005,791 | $159.3M | 1.48% | +184,140+22.4% | Added |
| Smead Capital Management, Inc. | 998,230 | $158.1M | 4.11% | +178,160+21.7% | Added |
| Artemis Investment Management LLP | 980,310 | $155.0M | 1.13% | −413,314−29.7% | Reduced |
| ING Groep NV | 971,202 | $153.8M | 1.38% | +684,136+238.3% | Added |
| Nissay Asset Management Corp | 947,375 | $150.0M | 1.15% | +82,952+9.6% | Added |
| Nisa Investment Advisors, LLC | 1,003,537 | $149.1M | 1.12% | −17,086−1.7% | Reduced |
| Bradley Foster & Sargent Inc | 930,386 | $147.3M | 3.05% | +18,031+2.0% | Added |
| NN Investment Partners Holdings N.V. | 927,716 | $146.9M | 0.73% | −54,834−5.6% | Reduced |