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, Q3 2022
Institutional positions in JPMorgan Chase & Co as of Sep 30, 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
- 3,396
- +13 vs. Q2 2022
- Shares held
- 2.03B
- +1.70M (+0.1%) vs. Q2 2022
- Total value
- $212.9B
- −$16.1B (−7.0%) vs. Q2 2022
- New holders
- 136
- 1,679 more added
- Sold out
- 123
- 1,236 more reduced
45 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,539,783 | $28.5B | 0.84% | +2,918,554+1.1% | Added |
| BlackRock Inc. | 197,863,082 | $20.7B | 0.71% | +294,836+0.1% | Added |
| State Street Corp | 128,912,612 | $13.5B | 0.85% | −1,213,926−0.9% | Reduced |
| Bank of America Corp | 53,389,270 | $5.58B | 0.73% | −3,249,658−5.7% | Reduced |
| Morgan Stanley | 50,960,823 | $5.33B | 0.73% | +1,297,577+2.6% | Added |
| Geode Capital Management, LLC | 50,166,300 | $5.24B | 0.79% | +983,290+2.0% | Added |
| Capital International Investors | 40,174,945 | $4.20B | 1.22% | +9,702,742+31.8% | Added |
| FMR LLC | 39,312,998 | $4.11B | 0.43% | +1,333,432+3.5% | Added |
| Capital World Investors | 38,990,139 | $4.07B | 0.91% | −274,594−0.7% | Reduced |
| Wellington Management Group LLP | 38,140,526 | $3.99B | 0.85% | −6,146,641−13.9% | Reduced |
| Northern Trust Corp | 34,013,056 | $3.55B | 0.81% | −773,700−2.2% | Reduced |
| Massachusetts Financial Services Co | 32,871,267 | $3.44B | 1.28% | −29,832−0.1% | Reduced |
| Bank of New York Mellon Corp | 27,993,156 | $2.93B | 0.71% | −534,139−1.9% | Reduced |
| Norges Bank | 27,408,005 | $2.86B | 0.76% | +1,355,732+5.2% | Added |
| Wells Fargo & Company | 25,694,688 | $2.69B | 0.92% | −212,189−0.8% | Reduced |
| Ameriprise Financial Inc | 23,010,746 | $2.40B | 0.89% | +464,597+2.1% | Added |
| Royal Bank of Canada | 21,784,969 | $2.28B | 0.76% | +382,944+1.8% | Added |
| Dimensional Fund Advisors LP | 21,084,558 | $2.20B | 0.85% | +1,058,790+5.3% | Added |
| Legal & General Group Plc | 20,106,312 | $2.10B | 0.82% | −1,050,225−5.0% | Reduced |
| Charles Schwab Investment Management Inc | 19,568,981 | $2.04B | 0.73% | +643,426+3.4% | Added |
| Price T Rowe Associates Inc | 17,829,147 | $1.86B | 0.31% | −13,838,063−43.7% | Reduced |
| Deutsche Bank AG | 16,357,543 | $1.71B | 1.03% | +859,927+5.5% | Added |
| UBS Group AG | 16,341,872 | $1.71B | 0.98% | −504,122−3.0% | Reduced |
| Goldman Sachs Group Inc | 15,968,121 | $1.67B | 0.49% | +1,677,379+11.7% | Added |
| Nuveen Asset Management, LLC | 15,606,783 | $1.63B | 0.66% | +102,242+0.7% | Added |
| Invesco Ltd. | 13,363,421 | $1.40B | 0.45% | +730,327+5.8% | Added |
| Capital Research Global Investors | 12,913,969 | $1.35B | 0.44% | −7,618,792−37.1% | Reduced |
| Neuberger Berman Group LLC | 12,249,663 | $1.28B | 1.34% | −771,993−5.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,125,806 | $1.27B | 2.45% | +407,964+3.5% | Added |
| Franklin Resources Inc | 11,763,397 | $1.23B | 0.67% | −7,975,651−40.4% | Reduced |
| UBS Asset Management Americas Inc | 10,413,418 | $1.09B | 0.61% | +25,386+0.2% | Added |
| Boston Partners | 10,063,918 | $1.06B | 1.55% | +2,227,785+28.4% | Added |
| Primecap Management Co | 9,914,099 | $1.04B | 1.00% | −297,070−2.9% | Reduced |
| Sanders Capital, LLC | 8,885,422 | $928.5M | 2.55% | −403,894−4.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,722,482 | $911.5M | 0.75% | −58,129−0.7% | Reduced |
| Bank of Montreal | 7,300,834 | $903.4M | 0.71% | +146,942+2.1% | Added |
| Barclays PLC | 8,071,119 | $843.4M | 0.93% | +2,904,837+56.2% | Added |
| Raymond James & Associates | 7,930,380 | $828.7M | 0.84% | +358,488+4.7% | Added |
| Fisher Asset Management, LLC | 7,855,684 | $820.9M | 0.62% | −133,755−1.7% | Reduced |
| Eaton Vance Management | 7,770,534 | $812.0M | 1.20% | −38,592−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 7,539,955 | $787.9M | 1.16% | −46,597−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 7,423,997 | $775.8M | 0.81% | −177,253−2.3% | Reduced |
| California Public Employees Retirement System | 6,591,598 | $688.8M | 0.63% | +976,947+17.4% | Added |
| Credit Suisse AG | 6,547,093 | $684.2M | 0.77% | +105,745+1.6% | Added |
| Principal Financial Group Inc | 6,323,772 | $660.8M | 0.53% | −151,715−2.3% | Reduced |
| Alliancebernstein L.P. | 6,321,804 | $660.6M | 0.32% | +212,223+3.5% | Added |
| Clearbridge Investments, LLC | 6,162,266 | $644.0M | 0.65% | +109,124+1.8% | Added |
| Bessemer Group Inc | 6,077,749 | $635.1M | 1.66% | −249,243−3.9% | Reduced |
| American Century Companies Inc | 6,047,484 | $632.0M | 0.56% | +217,501+3.7% | Added |
| Manufacturers Life Insurance Company, The | 6,025,529 | $629.7M | 0.44% | −40,253−0.7% | Reduced |
| FIL Ltd | 5,817,874 | $608.0M | 0.78% | +464,185+8.7% | Added |
| Janus Henderson Group PLC | 5,776,609 | $603.7M | 0.45% | +873,540+17.8% | Added |
| Baird Financial Group, Inc. | 5,553,631 | $580.4M | 1.71% | +12,350+0.2% | Added |
| Citadel Advisors LLC | 5,483,871 | $573.1M | 0.71% | +5,075,428+1,242.6% | Added |
| HSBC Holdings PLC | 5,420,289 | $571.4M | 1.03% | +90,695+1.7% | Added |
| New York State Common Retirement Fund | 5,417,276 | $566.1M | 0.82% | −271,505−4.8% | Reduced |
| Rhumbline Advisers | 5,356,950 | $559.8M | 0.83% | +171,404+3.3% | Added |
| Schroder Investment Management Group | 5,306,216 | $554.5M | 0.92% | −269,796−4.8% | Reduced |
| Fayez Sarofim & Co | 5,280,280 | $551.8M | 2.18% | −18,698−0.4% | Reduced |
| Ensign Peak Advisors, Inc | 5,101,630 | $533.1M | 1.32% | +277,799+5.8% | Added |
| Amundi | 4,751,173 | $524.5M | 0.31% | +823,980+21.0% | Added |
| Citigroup Inc | 4,960,828 | $518.4M | 0.73% | −1,181,144−19.2% | Reduced |
| California State Teachers Retirement System | 4,946,235 | $516.9M | 0.87% | −70,582−1.4% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 4,820,984 | $503.8M | 10.60% | +287,128+6.3% | Added |
| Voya Investment Management LLC | 4,749,358 | $496.3M | 0.60% | +2,680,476+129.6% | Added |
| Nordea Investment Management AB | 4,592,123 | $490.6M | 0.79% | −370,401−7.5% | Reduced |
| Stifel Financial Corp | 4,523,448 | $472.7M | 0.77% | +59,036+1.3% | Added |
| Davis Selected Advisers | 4,442,339 | $464.2M | 3.30% | −61,447−1.4% | Reduced |
| Envestnet Asset Management Inc | 4,405,412 | $460.4M | 0.26% | +335,401+8.2% | Added |
| Swedbank AB | 4,159,280 | $434.6M | 1.04% | −526,583−11.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,107,567 | $429.2M | 0.95% | +165,825+4.2% | Added |
| Two Sigma Advisers, LP | 4,088,300 | $427.2M | 1.24% | +1,477,800+56.6% | Added |
| National Pension Service | 3,915,405 | $415.7M | 0.87% | +98,163+2.6% | Added |
| Canada Pension Plan Investment Board | 3,970,042 | $414.9M | 0.70% | +113,149+2.9% | Added |
| Prudential Financial Inc | 3,883,851 | $406.0M | 0.69% | +97,870+2.6% | Added |
| Public Investment Fund | 3,851,053 | $402.4M | 1.09% | 00.0% | Unchanged |
| Marshall Wace, LLP | 3,699,951 | $386.6M | 0.97% | +3,069,265+486.7% | Added |
| US Bancorp | 3,684,580 | $385.0M | 0.79% | −79,589−2.1% | Reduced |
| APG Asset Management N.V. | 3,550,924 | $378.8M | 0.98% | −177,088−4.8% | Reduced |
| New York State Teachers Retirement System | 3,516,119 | $367.4M | 0.96% | −5,059−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 3,357,038 | $357.3M | 1.06% | +19,909+0.6% | Added |
| Federated Hermes, Inc. | 3,391,632 | $354.4M | 1.04% | +2,464,462+265.8% | Added |
| First Republic Investment Management, Inc. | 3,361,865 | $351.3M | 0.92% | +97,057+3.0% | Added |
| CIBC Private Wealth Group, LLC | 3,359,826 | $351.1M | 0.95% | −188,535−5.3% | Reduced |
| JPMorgan Chase & Co | 3,322,290 | $347.2M | 0.05% | +21,714+0.7% | Added |
| State Board of Administration of Florida Retirement System | 3,226,646 | $337.2M | 0.87% | −41,209−1.3% | Reduced |
| TD Asset Management Inc | 3,175,755 | $337.1M | 0.42% | −5,324−0.2% | Reduced |
| Renaissance Technologies LLC | 3,201,486 | $334.6M | 0.47% | −730,357−18.6% | Reduced |
| Korea Investment CORP | 3,162,284 | $330.5M | 1.02% | +179,081+6.0% | Added |
| Toronto Dominion Bank | 3,045,300 | $318.1M | 0.57% | +748,274+32.6% | Added |
| D. E. Shaw & Co., Inc. | 3,004,183 | $313.9M | 0.55% | +303,580+11.2% | Added |
| Allianz Asset Management GmbH | 2,946,407 | $307.9M | 0.71% | −2,548,836−46.4% | Reduced |
| Truist Financial Corp | 2,883,172 | $301.3M | 0.58% | +75,369+2.7% | Added |
| Mackenzie Financial Corp | 2,844,867 | $297.3M | 0.51% | −30,381−1.1% | Reduced |
| Putnam Investments LLC | 2,710,693 | $283.3M | 0.54% | −71,894−2.6% | Reduced |
| Brandywine Global Investment Management, LLC | 2,634,894 | $275.3M | 2.57% | +205,215+8.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,612,718 | $273.0M | 1.17% | +27,477+1.1% | Added |
| Natixis | 2,596,201 | $271.6M | 1.29% | +784,264+43.3% | Added |
| Capital Wealth Planning, LLC | 2,582,761 | $269.9M | 4.92% | +267,326+11.5% | Added |
| Susquehanna International Group, LLP | 2,551,570 | $266.6M | 0.54% | +873,229+52.0% | Added |