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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| Keybank National Association | 2,285,084 | $311.5M | 1.32% | −7,547−0.3% | Reduced |
| BNP Paribas Arbitrage, SA | 2,241,407 | $305.5M | 0.61% | +1,359,370+154.1% | Added |
| First Trust Advisors LP | 2,240,340 | $305.4M | 0.31% | +508,841+29.4% | Added |
| State of Wisconsin Investment Board | 2,164,732 | $295.1M | 0.61% | −17,127−0.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,133,032 | $290.8M | 2.80% | −211,225−9.0% | Reduced |
| 1832 Asset Management L.P. | 2,144,339 | $288.3M | 0.47% | +357,478+20.0% | Added |
| Mawer Investment Management Ltd. | 2,092,412 | $285.2M | 1.35% | −134,264−6.0% | Reduced |
| HighTower Advisors, LLC | 2,017,610 | $274.9M | 0.61% | +78,030+4.0% | Added |
| Cincinnati Insurance Co | 2,012,000 | $274.3M | 5.25% | 00.0% | Unchanged |
| Fiduciary Management Inc | 1,978,724 | $269.7M | 2.18% | −417,540−17.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,971,587 | $268.8M | 1.61% | +33,584+1.7% | Added |
| Huntington National Bank | 1,920,650 | $261.8M | 2.42% | +30,962+1.6% | Added |
| D. E. Shaw & Co., Inc. | 1,868,690 | $254.7M | 0.33% | +104,910+5.9% | Added |
| Jennison Associates LLC | 1,868,598 | $254.7M | 0.19% | −346,328−15.6% | Reduced |
| Cullen Capital Management LLC | 1,863,230 | $254.0M | 2.34% | +129,497+7.5% | Added |
| CIBC World Markets Corp | 1,850,797 | $252.3M | 1.98% | −556,478−23.1% | Reduced |
| Public Employees Retirement Association of Colorado | 1,847,333 | $251.8M | 1.14% | −60,683−3.2% | Reduced |
| Victory Capital Management Inc | 2,051,548 | $250.8M | 0.25% | +465,801+29.4% | Added |
| National Bank of Canada | 1,831,922 | $249.0M | 0.98% | −48,755−2.6% | Reduced |
| Thornburg Investment Management Inc | 1,821,388 | $248.3M | 3.25% | −56,079−3.0% | Reduced |
| Russell Investments Group, Ltd. | 1,817,526 | $248.1M | 0.43% | −97,973−5.1% | Reduced |
| Blair William & Co | 1,760,305 | $240.0M | 0.84% | +32,290+1.9% | Added |
| Public Employees Retirement System of Ohio | 1,751,601 | $238.8M | 0.84% | −348,985−16.6% | Reduced |
| Pzena Investment Management LLC | 1,748,831 | $238.4M | 0.90% | +4,409+0.3% | Added |
| Ci Investments Inc. | 1,738,148 | $236.9M | 0.87% | +324,442+22.9% | Added |
| State of New Jersey Common Pension Fund D | 1,733,827 | $236.4M | 0.75% | −15,663−0.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,712,844 | $233.5M | 0.54% | −91,106−5.1% | Reduced |
| Mizuho Markets Americas LLC | 1,697,190 | $231.4M | 14.63% | −23,300−1.4% | Reduced |
| Susquehanna International Group, LLP | 1,684,049 | $229.6M | 0.34% | +229,406+15.8% | Added |
| M&T Bank Corp | 1,683,227 | $229.5M | 1.01% | −105,388−5.9% | Reduced |
| Royal London Asset Management Ltd | 1,633,824 | $222.7M | 0.87% | +71,684+4.6% | Added |
| Haverford Trust Co | 1,612,562 | $219.8M | 2.54% | +85,948+5.6% | Added |
| Brave Warrior Advisors, LLC | 1,593,953 | $217.3M | 6.41% | +98,961+6.6% | Added |
| Two Sigma Investments, LP | 1,593,461 | $217.2M | 0.65% | +1,437,642+922.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,589,137 | $216.6M | 0.86% | +130,769+9.0% | Added |
| Janney Montgomery Scott LLC | 1,579,970 | $215.4M | 0.92% | +54,050+3.5% | Added |
| Capital Wealth Planning, LLC | 1,572,666 | $214.4M | 4.33% | +246,669+18.6% | Added |
| Commonwealth Equity Services, LLC | 1,572,546 | $214.4M | 0.49% | +89,468+6.0% | Added |
| Pictet Asset Management SA | 1,569,510 | $214.0M | 0.24% | −86,162−5.2% | Reduced |
| Employees Provident Fund Board | 1,510,412 | $205.9M | 3.54% | −42,997−2.8% | Reduced |
| STRS Ohio | 1,504,566 | $205.1M | 0.75% | −853−0.1% | Reduced |
| Storebrand Asset Management AS | 1,476,530 | $201.3M | 0.95% | −89,491−5.7% | Reduced |
| Thrivent Financial for Lutherans | 1,467,032 | $200.5M | 0.39% | +60,263+4.3% | Added |
| Asset Management One Co.,Ltd. | 1,429,117 | $194.8M | 0.76% | −76,379−5.1% | Reduced |
| State of Tennessee, Treasury Department | 1,412,573 | $192.6M | 0.74% | −1,331−0.1% | Reduced |
| Retirement Systems of Alabama | 1,410,926 | $192.3M | 0.71% | −267,055−15.9% | Reduced |
| Public Sector Pension Investment Board | 1,388,061 | $189.2M | 1.17% | −181,460−11.6% | Reduced |
| Rothschild & Co Asset Management US Inc. | 1,375,874 | $187.6M | 2.40% | +31,011+2.3% | Added |
| Lord, Abbett & Co. LLC | 1,374,142 | $187.3M | 0.50% | −550,300−28.6% | Reduced |
| Commerce Bank | 1,372,812 | $187.1M | 1.28% | −51,396−3.6% | Reduced |
| Regions Financial Corp | 1,361,873 | $185.7M | 1.50% | −1,706−0.1% | Reduced |
| Epoch Investment Partners, Inc. | 1,338,919 | $182.5M | 0.89% | +117,480+9.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,335,251 | $182.0M | 0.59% | −1,360,263−50.5% | Reduced |
| Los Angeles Capital Management LLC | 1,335,174 | $182.0M | 0.71% | −83,307−5.9% | Reduced |
| Voya Investment Management LLC | 1,319,769 | $179.9M | 0.37% | −904,378−40.7% | Reduced |
| Alleghany Corp | 1,318,998 | $179.8M | 5.67% | 00.0% | Unchanged |
| Mariner, LLC | 1,311,209 | $178.7M | 0.67% | +179,473+15.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,296,376 | $176.7M | 0.22% | −455,336−26.0% | Reduced |
| Scotia Capital Inc. | 1,294,600 | $176.5M | 1.12% | +94,612+7.9% | Added |
| Glenmede Trust Co NA | 1,283,819 | $175.0M | 0.86% | −32,607−2.5% | Reduced |
| Treasurer of the State of North Carolina | 1,272,592 | $173.5M | 0.96% | +10,855+0.9% | Added |
| Millennium Management LLC | 1,249,873 | $170.4M | 0.21% | −145,146−10.4% | Reduced |
| Davenport & Co LLC | 1,240,647 | $170.1M | 1.19% | −10,588−0.8% | Reduced |
| Jarislowsky, Fraser Ltd | 1,235,071 | $168.4M | 0.90% | −175,076−12.4% | Reduced |
| Standard Life Aberdeen plc | 1,163,695 | $161.3M | 0.41% | −386,818−24.9% | Reduced |
| Smead Capital Management, Inc. | 1,176,186 | $160.3M | 3.72% | +177,956+17.8% | Added |
| Agf Investments Inc. | 1,159,808 | $158.1M | 1.19% | +63,225+5.8% | Added |
| RE Advisers Corp | 1,154,236 | $157.3M | 3.85% | −17,900−1.5% | Reduced |
| Renaissance Technologies LLC | 1,140,386 | $155.5M | 0.18% | −2,201,100−65.9% | Reduced |
| CIBC World Markets Inc. | 1,137,028 | $155.0M | 0.53% | −22,805−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,136,308 | $154.9M | 0.75% | +99,944+9.6% | Added |
| Natixis Advisors, L.P. | 1,132,156 | $154.3M | 0.59% | −56,299−4.7% | Reduced |
| Capital Group Private Client Services, Inc. | 1,127,950 | $153.8M | 1.68% | +10,444+0.9% | Added |
| Teacher Retirement System of Texas | 1,117,784 | $152.4M | 0.78% | −351,930−23.9% | Reduced |
| Boston Trust Walden Corp | 1,110,745 | $151.4M | 1.25% | +4,328+0.4% | Added |
| Rafferty Asset Management, LLC | 1,102,704 | $150.3M | 0.89% | −448,473−28.9% | Reduced |
| Calamos Advisors LLC | 1,091,912 | $148.8M | 0.58% | +44,128+4.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,069,996 | $145.9M | 0.34% | −1,322,023−55.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,117,717 | $145.8M | 0.29% | +11,595+1.0% | Added |
| KBC Group NV | 1,062,311 | $144.8M | 0.57% | −450,509−29.8% | Reduced |
| ProShare Advisors LLC | 1,060,674 | $144.6M | 0.31% | −14,452−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 981,888 | $142.4M | 1.39% | +65,085+7.1% | Added |
| Paralel Advisors LLC | 1,028,000 | $140.1M | 7.75% | 00.0% | Unchanged |
| Kames Capital plc | 1,019,941 | $139.0M | 2.05% | −157,606−13.4% | Reduced |
| ACR Alpine Capital Research, LLC | 993,100 | $135.4M | 6.72% | +133,793+15.6% | Added |
| Panagora Asset Management Inc | 986,837 | $134.5M | 0.73% | −515,978−34.3% | Reduced |
| Nisa Investment Advisors, LLC | 982,955 | $134.0M | 0.94% | −20,582−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 978,942 | $133.4M | 0.73% | −54,521−5.3% | Reduced |
| Rathbone Brothers plc | 975,364 | $133.0M | 1.36% | +185,081+23.4% | Added |
| Gateway Investment Advisers LLC | 970,152 | $132.3M | 1.31% | −107,925−10.0% | Reduced |
| Sarasin & Partners LLP | 957,647 | $130.5M | 1.31% | −384,501−28.6% | Reduced |
| Personal Capital Advisors Corp | 955,633 | $130.3M | 0.61% | +36,805+4.0% | Added |
| Natixis | 952,278 | $129.8M | 0.45% | +650,537+215.6% | Added |
| Bradley Foster & Sargent Inc | 949,262 | $129.4M | 2.76% | +18,876+2.0% | Added |
| Zacks Investment Management | 945,970 | $129.0M | 1.79% | +142,717+17.8% | Added |
| Douglas Lane & Associates, LLC | 925,905 | $126.2M | 1.78% | +8,380+0.9% | Added |
| Aviva PLC | 910,555 | $124.1M | 0.62% | −741,600−44.9% | Reduced |
| M&G Investment Management Ltd | 908,753 | $123.6M | 0.27% | +26,847+3.0% | Added |
| NN Investment Partners Holdings N.V. | 895,045 | $122.0M | 0.66% | −32,671−3.5% | Reduced |
| Bristol John W & Co Inc | 879,850 | $119.9M | 2.38% | −201,078−18.6% | Reduced |