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, Q1 2022
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2022. 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
- 3,519
- −25 vs. Q4 2021
- Shares held
- 2.05B
- −39.4M (−1.9%) vs. Q4 2021
- Total value
- $278.9B
- −$51.0B (−15.5%) vs. Q4 2021
- New holders
- 154
- 1,774 more added
- Sold out
- 179
- 1,274 more reduced
50 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 266,854,574 | $36.4B | 0.86% | +6,792,220+2.6% | Added |
| BlackRock Inc. | 201,689,773 | $27.5B | 0.74% | +9,440,222+4.9% | Added |
| State Street Corp | 140,760,796 | $19.2B | 0.95% | −959,294−0.7% | Reduced |
| Bank of America Corp | 54,292,632 | $7.40B | 0.78% | +3,493,850+6.9% | Added |
| Geode Capital Management, LLC | 48,488,366 | $6.59B | 0.82% | +681,860+1.4% | Added |
| Capital World Investors | 45,163,645 | $6.16B | 1.06% | −21,016,331−31.8% | Reduced |
| Wellington Management Group LLP | 43,145,696 | $5.88B | 1.01% | −5,309,612−11.0% | Reduced |
| FMR LLC | 41,277,786 | $5.63B | 0.45% | −4,659,718−10.1% | Reduced |
| Morgan Stanley | 39,489,308 | $5.38B | 0.73% | −194,373−0.5% | Reduced |
| Capital Research Global Investors | 36,611,171 | $4.99B | 1.23% | +1,590,742+4.5% | Added |
| Northern Trust Corp | 35,922,627 | $4.90B | 0.86% | −637,484−1.7% | Reduced |
| Massachusetts Financial Services Co | 33,370,953 | $4.55B | 1.35% | −13,7470.0% | Reduced |
| Capital International Investors | 32,582,666 | $4.44B | 1.01% | −4,539,667−12.2% | Reduced |
| Bank of New York Mellon Corp | 27,527,303 | $3.75B | 0.73% | −3,014,273−9.9% | Reduced |
| Wells Fargo & Company | 26,685,896 | $3.64B | 0.96% | +657,333+2.5% | Added |
| Norges Bank | 26,051,982 | $3.55B | 0.77% | +205,166+0.8% | Added |
| Price T Rowe Associates Inc | 25,688,817 | $3.50B | 0.35% | +15,039,399+141.2% | Added |
| Ameriprise Financial Inc | 22,204,460 | $3.02B | 0.89% | −664,541−2.9% | Reduced |
| Royal Bank of Canada | 21,259,221 | $2.90B | 0.77% | −9,181,730−30.2% | Reduced |
| Legal & General Group Plc | 20,309,443 | $2.77B | 0.84% | +1,296,831+6.8% | Added |
| Dimensional Fund Advisors LP | 19,360,635 | $2.64B | 0.82% | +877,422+4.7% | Added |
| Charles Schwab Investment Management Inc | 18,607,661 | $2.54B | 0.76% | +805,196+4.5% | Added |
| UBS Group AG | 17,348,121 | $2.36B | 1.01% | +1,348,251+8.4% | Added |
| Franklin Resources Inc | 16,303,526 | $2.22B | 0.89% | −406,389−2.4% | Reduced |
| Nuveen Asset Management, LLC | 15,721,834 | $2.20B | 0.71% | −1,766,762−10.1% | Reduced |
| Deutsche Bank AG | 15,187,175 | $2.07B | 0.97% | +635,898+4.4% | Added |
| Goldman Sachs Group Inc | 14,417,654 | $1.97B | 0.50% | +1,185,572+9.0% | Added |
| Invesco Ltd. | 13,007,052 | $1.77B | 0.45% | −1,010,626−7.2% | Reduced |
| Neuberger Berman Group LLC | 12,760,127 | $1.74B | 1.47% | +138,767+1.1% | Added |
| UBS Asset Management Americas Inc | 11,307,303 | $1.54B | 0.66% | −1,491,970−11.7% | Reduced |
| Parametric Portfolio Associates LLC | 11,052,296 | $1.51B | 0.79% | −224,426−2.0% | Reduced |
| Primecap Management Co | 10,433,139 | $1.42B | 1.07% | −1,037,090−9.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,344,970 | $1.27B | 1.95% | −475,911−4.8% | Reduced |
| Sanders Capital, LLC | 8,682,576 | $1.18B | 2.57% | +50,980+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,520,940 | $1.16B | 0.77% | −669,767−7.3% | Reduced |
| Eaton Vance Management | 7,849,269 | $1.07B | 1.23% | +712,634+10.0% | Added |
| The PNC Financial Services Group, Inc. | 7,845,493 | $1.07B | 0.94% | −90,452−1.1% | Reduced |
| Raymond James & Associates | 7,832,558 | $1.07B | 0.90% | +186,318+2.4% | Added |
| Fisher Asset Management, LLC | 7,760,086 | $1.06B | 0.62% | +327,761+4.4% | Added |
| Boston Partners | 7,727,646 | $1.05B | 1.27% | +49,630+0.6% | Added |
| Bank of Montreal | 6,731,750 | $963.9M | 0.55% | −1,712,386−20.3% | Reduced |
| Credit Suisse AG | 6,539,717 | $891.5M | 0.77% | +153,014+2.4% | Added |
| American Century Companies Inc | 6,500,783 | $886.2M | 0.61% | −301,607−4.4% | Reduced |
| Barclays PLC | 6,445,891 | $878.7M | 0.71% | −3,972,367−38.1% | Reduced |
| Principal Financial Group Inc | 6,328,952 | $862.8M | 0.54% | +435,363+7.4% | Added |
| Clearbridge Investments, LLC | 6,262,588 | $853.7M | 0.64% | −384,146−5.8% | Reduced |
| Alliancebernstein L.P. | 6,211,684 | $846.8M | 0.33% | −342,775−5.2% | Reduced |
| Putnam Investments LLC | 6,149,100 | $838.2M | 1.27% | +54,687+0.9% | Added |
| Citigroup Inc | 6,132,151 | $835.9M | 0.87% | +813,925+15.3% | Added |
| Bessemer Group Inc | 6,125,667 | $835.1M | 1.75% | +96,521+1.6% | Added |
| Manufacturers Life Insurance Company, The | 6,115,296 | $833.6M | 0.55% | −71,500−1.2% | Reduced |
| Allianz Asset Management GmbH | 6,040,145 | $823.4M | 0.65% | −528,429−8.0% | Reduced |
| New York State Common Retirement Fund | 6,018,583 | $820.5M | 0.88% | +33,909+0.6% | Added |
| Schroder Investment Management Group | 5,820,804 | $818.1M | 1.08% | +427,338+7.9% | Added |
| California Public Employees Retirement System | 5,934,710 | $809.0M | 0.63% | −388,407−6.1% | Reduced |
| Baird Financial Group, Inc. | 5,402,565 | $736.5M | 1.82% | −148,842−2.7% | Reduced |
| Nordea Investment Management AB | 5,125,549 | $717.0M | 0.90% | −180,938−3.4% | Reduced |
| Swedbank AB | 5,149,907 | $702.0M | 1.30% | +33,966+0.7% | Added |
| California State Teachers Retirement System | 5,027,815 | $685.4M | 0.90% | −332,543−6.2% | Reduced |
| Fayez Sarofim & Co | 5,009,043 | $682.8M | 2.16% | +396,683+8.6% | Added |
| Rhumbline Advisers | 4,986,902 | $679.8M | 0.88% | +96,788+2.0% | Added |
| HSBC Holdings PLC | 4,800,745 | $662.2M | 0.91% | −580,377−10.8% | Reduced |
| Ensign Peak Advisors, Inc | 4,787,163 | $652.6M | 1.33% | −18,574−0.4% | Reduced |
| Davis Selected Advisers | 4,647,137 | $633.5M | 3.20% | −221,928−4.6% | Reduced |
| Stifel Financial Corp | 4,511,994 | $615.1M | 0.84% | −10,590−0.2% | Reduced |
| APG Asset Management N.V. | 4,552,842 | $557.8M | 1.05% | −218,091−4.6% | Reduced |
| Prudential Financial Inc | 4,020,934 | $548.1M | 0.73% | +7,168+0.2% | Added |
| Envestnet Asset Management Inc | 3,966,614 | $540.7M | 0.27% | +187,135+5.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,873,106 | $528.0M | 1.00% | +243,018+6.7% | Added |
| FIL Ltd | 3,816,716 | $520.3M | 0.53% | +163,425+4.5% | Added |
| US Bancorp | 3,776,490 | $514.8M | 0.86% | −21,306−0.6% | Reduced |
| Canada Pension Plan Investment Board | 3,723,542 | $507.6M | 0.68% | −1,689,823−31.2% | Reduced |
| TD Asset Management Inc | 3,642,256 | $496.5M | 0.45% | −199,099−5.2% | Reduced |
| CIBC Private Wealth Group, LLC | 3,627,270 | $494.5M | 1.08% | −1,175,110−24.5% | Reduced |
| Amundi | 3,742,741 | $490.6M | 0.33% | +22,342+0.6% | Added |
| National Pension Service | 3,580,412 | $488.1M | 0.89% | −86,060−2.3% | Reduced |
| New York State Teachers Retirement System | 3,525,216 | $480.6M | 0.98% | +17,633+0.5% | Added |
| State Board of Administration of Florida Retirement System | 3,479,179 | $474.3M | 0.92% | −53,512−1.5% | Reduced |
| Janus Henderson Group PLC | 3,457,314 | $471.3M | 0.23% | −113,275−3.2% | Reduced |
| Bank of Nova Scotia | 3,373,966 | $459.9M | 0.78% | −1,324,117−28.2% | Reduced |
| Korea Investment CORP | 3,293,261 | $448.9M | 1.11% | +368,091+12.6% | Added |
| First Republic Investment Management, Inc. | 3,242,003 | $441.9M | 0.96% | +260,372+8.7% | Added |
| DekaBank Deutsche Girozentrale | 2,995,302 | $420.7M | 1.03% | −5,330−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,956,961 | $403.1M | 1.45% | −1,086,286−26.9% | Reduced |
| Mackenzie Financial Corp | 2,911,600 | $396.9M | 0.53% | −901,596−23.6% | Reduced |
| Truist Financial Corp | 2,870,164 | $391.3M | 0.62% | −64,926−2.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,869,666 | $391.2M | 0.74% | −113,100−3.8% | Reduced |
| JPMorgan Chase & Co | 2,782,379 | $379.3M | 0.05% | +101,832+3.8% | Added |
| Bahl & Gaynor Inc | 2,779,953 | $379.0M | 2.79% | −862,718−23.7% | Reduced |
| Brandywine Global Investment Management, LLC | 2,737,896 | $373.2M | 2.73% | +47,126+1.8% | Added |
| Arrowstreet Capital, Limited Partnership | 2,664,092 | $363.2M | 0.45% | +2,628,701+7,427.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,607,177 | $355.4M | 1.22% | −127,935−4.7% | Reduced |
| Great West Life Assurance Co | 2,357,389 | $337.2M | 0.70% | −148,889−5.9% | Reduced |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 2,470,000 | $336.7M | 3.52% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,427,971 | $331.0M | 1.61% | −6,657−0.3% | Reduced |
| Brown Advisory Inc | 2,383,209 | $324.9M | 0.48% | −2,331−0.1% | Reduced |
| Fifth Third Bancorp | 2,376,567 | $324.0M | 1.32% | −57,751−2.4% | Reduced |
| Toronto Dominion Bank | 2,334,290 | $318.2M | 0.48% | −359,959−13.4% | Reduced |
| AQR Capital Management LLC | 2,325,183 | $317.0M | 0.60% | −129,404−5.3% | Reduced |
| LPL Financial LLC | 2,312,928 | $315.3M | 0.27% | +155,642+7.2% | Added |