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 2022
Institutional positions in JPMorgan Chase & Co as of Dec 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
- 3,629
- +297 vs. Q3 2022
- Shares held
- 2.08B
- +55.1M (+2.7%) vs. Q3 2022
- Total value
- $278.3B
- +$66.7B (+31.5%) vs. Q3 2022
- New holders
- 424
- 1,518 more added
- Sold out
- 127
- 1,368 more reduced
64 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 274,622,643 | $36.8B | 1.00% | +2,082,860+0.8% | Added |
| BlackRock Inc. | 194,926,991 | $26.1B | 0.82% | −2,936,091−1.5% | Reduced |
| State Street Corp | 129,737,805 | $17.4B | 1.02% | +825,193+0.6% | Added |
| Morgan Stanley | 59,049,256 | $7.92B | 0.90% | +8,088,433+15.9% | Added |
| Bank of America Corp | 55,563,473 | $7.45B | 0.94% | +2,174,203+4.1% | Added |
| Capital World Investors | 53,067,936 | $7.12B | 1.52% | +14,077,797+36.1% | Added |
| Geode Capital Management, LLC | 51,248,625 | $6.86B | 0.96% | +1,082,325+2.2% | Added |
| FMR LLC | 44,808,692 | $6.01B | 0.60% | +5,495,694+14.0% | Added |
| Capital International Investors | 42,700,392 | $5.73B | 1.54% | +2,525,447+6.3% | Added |
| Wellington Management Group LLP | 40,070,126 | $5.37B | 1.08% | +1,929,600+5.1% | Added |
| Northern Trust Corp | 33,717,576 | $4.52B | 0.95% | −295,480−0.9% | Reduced |
| Massachusetts Financial Services Co | 32,217,307 | $4.32B | 1.51% | −653,960−2.0% | Reduced |
| Bank of New York Mellon Corp | 30,883,408 | $4.14B | 0.95% | +2,890,252+10.3% | Added |
| Price T Rowe Associates Inc | 30,484,094 | $4.09B | 0.66% | +12,654,947+71.0% | Added |
| Norges Bank | 29,042,851 | $3.89B | 0.94% | +1,634,846+6.0% | Added |
| Wells Fargo & Company | 25,523,800 | $3.42B | 1.08% | −170,888−0.7% | Reduced |
| Royal Bank of Canada | 22,502,279 | $3.02B | 0.92% | +717,310+3.3% | Added |
| Ameriprise Financial Inc | 22,414,557 | $3.01B | 1.03% | −596,189−2.6% | Reduced |
| Dimensional Fund Advisors LP | 21,398,480 | $2.87B | 1.01% | +313,922+1.5% | Added |
| Charles Schwab Investment Management Inc | 20,082,403 | $2.66B | 0.86% | +513,422+2.6% | Added |
| Legal & General Group Plc | 18,945,740 | $2.54B | 0.98% | −1,160,572−5.8% | Reduced |
| UBS Group AG | 17,240,500 | $2.31B | 1.11% | +898,628+5.5% | Added |
| Capital Research Global Investors | 16,719,169 | $2.24B | 0.68% | +3,805,200+29.5% | Added |
| Deutsche Bank AG | 16,294,783 | $2.19B | 1.26% | −62,760−0.4% | Reduced |
| Nuveen Asset Management, LLC | 15,262,262 | $2.05B | 0.79% | −344,521−2.2% | Reduced |
| Goldman Sachs Group Inc | 15,243,235 | $2.04B | 0.58% | −724,886−4.5% | Reduced |
| Franklin Resources Inc | 15,027,879 | $2.02B | 1.05% | +3,264,482+27.8% | Added |
| Invesco Ltd. | 13,802,666 | $1.85B | 0.54% | +439,245+3.3% | Added |
| Neuberger Berman Group LLC | 13,210,728 | $1.77B | 1.74% | +961,065+7.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,862,947 | $1.72B | 3.06% | +737,141+6.1% | Added |
| UBS Asset Management Americas Inc | 11,026,194 | $1.48B | 0.78% | +612,776+5.9% | Added |
| Boston Partners | 9,766,485 | $1.31B | 1.77% | −297,433−3.0% | Reduced |
| Primecap Management Co | 9,258,371 | $1.24B | 1.14% | −655,728−6.6% | Reduced |
| Sanders Capital, LLC | 8,620,628 | $1.16B | 3.03% | −264,794−3.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,620,328 | $1.16B | 0.92% | −102,154−1.2% | Reduced |
| Janus Henderson Group PLC | 8,557,505 | $1.15B | 0.82% | +2,780,896+48.1% | Added |
| Raymond James & Associates | 8,556,458 | $1.15B | 1.05% | +626,078+7.9% | Added |
| California Public Employees Retirement System | 8,273,191 | $1.11B | 0.95% | +1,681,593+25.5% | Added |
| Fisher Asset Management, LLC | 8,119,251 | $1.09B | 0.74% | +263,567+3.4% | Added |
| Bank of Montreal | 7,582,667 | $1.02B | 0.80% | +281,833+3.9% | Added |
| The PNC Financial Services Group, Inc. | 7,389,435 | $990.9M | 0.95% | −34,562−0.5% | Reduced |
| Clearbridge Investments, LLC | 7,388,689 | $990.8M | 0.98% | +1,226,423+19.9% | Added |
| Barclays PLC | 6,802,149 | $912.2M | 0.79% | −1,268,970−15.7% | Reduced |
| HSBC Holdings PLC | 6,747,402 | $903.3M | 1.12% | +1,327,113+24.5% | Added |
| Alliancebernstein L.P. | 6,501,232 | $871.8M | 0.39% | +179,428+2.8% | Added |
| Baird Financial Group, Inc. | 6,200,393 | $831.5M | 2.19% | +646,762+11.6% | Added |
| American Century Companies Inc | 6,038,968 | $809.8M | 0.66% | −8,516−0.1% | Reduced |
| Bessemer Group Inc | 5,984,996 | $802.6M | 1.95% | −92,753−1.5% | Reduced |
| Credit Suisse AG | 5,967,099 | $800.2M | 0.86% | −579,994−8.9% | Reduced |
| Principal Financial Group Inc | 5,950,195 | $797.9M | 0.60% | −373,577−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 5,866,546 | $786.7M | 0.50% | −158,983−2.6% | Reduced |
| Schroder Investment Management Group | 5,646,066 | $757.1M | 1.20% | +339,850+6.4% | Added |
| Amundi | 5,374,403 | $750.4M | 0.41% | +623,230+13.1% | Added |
| Rhumbline Advisers | 5,584,129 | $748.8M | 1.01% | +227,179+4.2% | Added |
| New York State Common Retirement Fund | 5,452,358 | $731.2M | 1.00% | +35,082+0.6% | Added |
| Cottage Street Advisors LLC | 4,100,117 | $674.1M | 6.99% | +4,064,396+11,378.2% | Added |
| California State Teachers Retirement System | 5,015,253 | $672.5M | 1.06% | +69,018+1.4% | Added |
| Ensign Peak Advisors, Inc | 5,002,663 | $670.9M | 1.51% | −98,967−1.9% | Reduced |
| Fayez Sarofim & Co | 4,832,400 | $648.0M | 2.39% | −447,880−8.5% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 4,795,784 | $643.1M | 11.42% | −25,200−0.5% | Reduced |
| Voya Investment Management LLC | 4,759,474 | $638.2M | 0.74% | +10,116+0.2% | Added |
| Envestnet Asset Management Inc | 4,729,191 | $634.2M | 0.33% | +323,779+7.3% | Added |
| Stifel Financial Corp | 4,543,361 | $609.3M | 0.91% | +19,913+0.4% | Added |
| US Bancorp | 4,282,405 | $574.3M | 1.02% | +597,825+16.2% | Added |
| Davis Selected Advisers | 4,274,179 | $573.2M | 3.90% | −168,160−3.8% | Reduced |
| Swedbank AB | 4,211,423 | $564.8M | 1.24% | +52,143+1.3% | Added |
| Ontario Teachers Pension Plan Board | 4,152,060 | $556.8M | 5.93% | +4,152,060 | New |
| APG Asset Management N.V. | 4,140,533 | $555.2M | 1.06% | +589,609+16.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,133,785 | $554.4M | 1.11% | +26,218+0.6% | Added |
| Nordea Investment Management AB | 3,975,417 | $528.7M | 0.82% | −616,706−13.4% | Reduced |
| FIL Ltd | 3,937,695 | $528.0M | 0.63% | −1,880,179−32.3% | Reduced |
| National Pension Service | 3,910,773 | $524.4M | 1.03% | −4,632−0.1% | Reduced |
| Public Investment Fund | 3,851,053 | $516.4M | 1.67% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,668,851 | $492.0M | 0.83% | −215,000−5.5% | Reduced |
| JPMorgan Chase & Co | 3,555,281 | $476.8M | 0.07% | +232,991+7.0% | Added |
| DekaBank Deutsche Girozentrale | 3,596,147 | $475.7M | 1.26% | +239,109+7.1% | Added |
| Citigroup Inc | 3,495,279 | $468.7M | 0.66% | −1,465,549−29.5% | Reduced |
| New York State Teachers Retirement System | 3,471,577 | $465.5M | 1.14% | −44,542−1.3% | Reduced |
| TD Asset Management Inc | 3,444,238 | $461.9M | 0.57% | +268,483+8.5% | Added |
| Federated Hermes, Inc. | 3,402,258 | $456.2M | 1.26% | +10,626+0.3% | Added |
| Citadel Advisors LLC | 3,281,230 | $440.0M | 0.51% | −2,202,641−40.2% | Reduced |
| State Board of Administration of Florida Retirement System | 3,189,136 | $427.7M | 1.05% | −37,510−1.2% | Reduced |
| First Republic Investment Management, Inc. | 3,082,837 | $413.4M | 0.92% | −279,028−8.3% | Reduced |
| Truist Financial Corp | 2,988,831 | $400.8M | 0.71% | +105,659+3.7% | Added |
| Mackenzie Financial Corp | 2,886,247 | $387.0M | 0.65% | +41,380+1.5% | Added |
| Toronto Dominion Bank | 2,983,399 | $385.4M | 0.58% | −61,901−2.0% | Reduced |
| Korea Investment CORP | 2,849,296 | $382.1M | 1.20% | −312,988−9.9% | Reduced |
| Capital Wealth Planning, LLC | 2,824,985 | $378.8M | 5.54% | +242,224+9.4% | Added |
| Lord, Abbett & Co. LLC | 2,744,804 | $368.1M | 1.32% | +1,201,765+77.9% | Added |
| Putnam Investments LLC | 2,729,775 | $366.1M | 0.64% | +19,082+0.7% | Added |
| Brandywine Global Investment Management, LLC | 2,706,175 | $362.9M | 2.83% | +71,281+2.7% | Added |
| LPL Financial LLC | 2,641,806 | $354.3M | 0.30% | +125,724+5.0% | Added |
| Canada Pension Plan Investment Board | 2,591,842 | $347.6M | 0.62% | −1,378,200−34.7% | Reduced |
| Allianz Asset Management GmbH | 2,541,971 | $340.9M | 0.76% | −404,436−13.7% | Reduced |
| CIBC Private Wealth Group, LLC | 3,373,560 | $335.7M | 1.13% | +13,734+0.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,429,395 | $325.8M | 1.38% | −183,323−7.0% | Reduced |
| HighTower Advisors, LLC | 2,391,341 | $320.4M | 0.73% | +96,811+4.2% | Added |
| King Luther Capital Management Corp | 2,303,673 | $308.9M | 1.69% | −35,834−1.5% | Reduced |
| Fifth Third Bancorp | 2,286,330 | $306.6M | 1.47% | +4,693+0.2% | Added |
| Great West Life Assurance Co | 2,247,016 | $302.8M | 0.80% | −52,497−2.3% | Reduced |