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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,204,611 | $297.9M | 0.81% | +246,200+12.6% | Added |
| First Trust Advisors LP | 2,213,379 | $296.8M | 0.35% | −77,064−3.4% | Reduced |
| Thrivent Financial for Lutherans | 2,203,754 | $295.4M | 0.77% | +819,306+59.2% | Added |
| Victory Capital Management Inc | 2,109,211 | $282.8M | 0.33% | −36,507−1.7% | Reduced |
| M&T Bank Corp | 2,089,316 | $280.2M | 1.13% | +61,105+3.0% | Added |
| Adage Capital Partners GP, L.L.C. | 2,062,566 | $276.6M | 0.66% | −212,900−9.4% | Reduced |
| Blair William & Co | 2,054,363 | $275.5M | 1.20% | +142,651+7.5% | Added |
| Public Employees Retirement System of Ohio | 2,045,195 | $274.3M | 1.19% | +302,881+17.4% | Added |
| CI Private Wealth, LLC | 2,043,654 | $274.1M | 1.00% | +2,043,654 | New |
| Cincinnati Insurance Co | 2,012,000 | $269.8M | 5.38% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,998,207 | $268.0M | 1.83% | +93,819+4.9% | Added |
| Jennison Associates LLC | 1,995,342 | $267.6M | 0.28% | +133,378+7.2% | Added |
| Thornburg Investment Management Inc | 1,968,662 | $264.0M | 4.46% | +139,518+7.6% | Added |
| Huntington National Bank | 1,924,044 | $258.0M | 2.69% | −1,868−0.1% | Reduced |
| Altshuler Shaham Ltd | 1,923,670 | $258.0M | 10.32% | +1,171,402+155.7% | Added |
| Keybank National Association | 1,922,571 | $257.8M | 1.27% | −56,476−2.9% | Reduced |
| Pzena Investment Management LLC | 1,914,785 | $256.8M | 1.14% | +2,307+0.1% | Added |
| 1832 Asset Management L.P. | 1,899,165 | $254.7M | 0.52% | −329,151−14.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,872,583 | $251.1M | 0.65% | +60,099+3.3% | Added |
| Mariner, LLC | 1,861,358 | $249.6M | 0.80% | +96,049+5.4% | Added |
| National Bank of Canada | 1,850,868 | $248.2M | 0.67% | −174,085−8.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,844,064 | $247.3M | 2.73% | −84,500−4.4% | Reduced |
| Public Employees Retirement Association of Colorado | 1,837,155 | $246.4M | 1.34% | −16,641−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 1,789,581 | $240.0M | 0.60% | −433,655−19.5% | Reduced |
| Haverford Trust Co | 1,786,744 | $239.6M | 2.95% | +5,192+0.3% | Added |
| Russell Investments Group, Ltd. | 1,775,661 | $238.1M | 0.49% | −132,970−7.0% | Reduced |
| State of New Jersey Common Pension Fund D | 1,722,336 | $231.0M | 0.87% | −3,392−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,716,372 | $230.2M | 1.16% | +359,224+26.5% | Added |
| Brave Warrior Advisors, LLC | 1,709,165 | $229.2M | 7.22% | −26,136−1.5% | Reduced |
| Janney Montgomery Scott LLC | 1,697,137 | $227.6M | 0.89% | +39,498+2.4% | Added |
| KBC Group NV | 1,682,053 | $225.6M | 1.09% | +443,754+35.8% | Added |
| Commonwealth Equity Services, LLC | 1,679,130 | $225.2M | 0.54% | +35,851+2.2% | Added |
| Cullen Capital Management LLC | 1,594,750 | $213.9M | 2.74% | −463,095−22.5% | Reduced |
| State of Wisconsin Investment Board | 1,591,997 | $213.5M | 0.69% | −126,565−7.4% | Reduced |
| M&G Investment Management Ltd | 1,581,602 | $211.9M | 1.57% | +323,556+25.7% | Added |
| Bank of Nova Scotia | 1,580,153 | $211.9M | 0.55% | −480,884−23.3% | Reduced |
| Royal London Asset Management Ltd | 1,557,470 | $208.9M | 0.94% | +25,109+1.6% | Added |
| Epoch Investment Partners, Inc. | 1,549,132 | $207.7M | 1.24% | +43,821+2.9% | Added |
| STRS Ohio | 1,538,461 | $206.3M | 0.93% | +31,771+2.1% | Added |
| State of Tennessee, Treasury Department | 1,531,712 | $205.4M | 0.96% | +184,715+13.7% | Added |
| Standard Life Aberdeen plc | 1,524,091 | $204.4M | 0.56% | +138,911+10.0% | Added |
| Ci Investments Inc. | 1,508,437 | $202.3M | 1.02% | −224,393−12.9% | Reduced |
| Marshall Wace, LLP | 1,452,223 | $194.7M | 0.50% | −2,247,728−60.8% | Reduced |
| Natixis Advisors, L.P. | 1,441,409 | $193.3M | 0.73% | +65,778+4.8% | Added |
| Storebrand Asset Management AS | 1,432,916 | $192.2M | 1.06% | +8,454+0.6% | Added |
| Scotia Capital Inc. | 1,423,295 | $190.9M | 1.47% | −29,359−2.0% | Reduced |
| Smead Capital Management, Inc. | 1,398,335 | $187.5M | 4.01% | +120,267+9.4% | Added |
| HoldCo Asset Management, L.P. | 1,398,078 | $187.5M | 39.63% | +1,398,078 | New |
| ACR Alpine Capital Research, LLC | 1,395,125 | $187.1M | 8.40% | −14,928−1.1% | Reduced |
| Brown Advisory Inc | 1,356,876 | $182.0M | 0.34% | +3,598+0.3% | Added |
| Asset Management One Co.,Ltd. | 1,357,885 | $180.9M | 0.88% | −17,788−1.3% | Reduced |
| Westwood Holdings Group Inc. | 1,343,000 | $180.1M | 1.59% | +184,461+15.9% | Added |
| Retirement Systems of Alabama | 1,322,046 | $177.3M | 0.77% | −34,366−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,319,941 | $177.1M | 0.36% | +119,845+10.0% | Added |
| Boston Trust Walden Corp | 1,315,577 | $176.4M | 1.55% | +70,927+5.7% | Added |
| Loomis Sayles & Co L P | 1,312,346 | $176.0M | 0.35% | −70,263−5.1% | Reduced |
| Commerce Bank | 1,308,554 | $175.5M | 1.43% | −26,306−2.0% | Reduced |
| Fiduciary Management Inc | 1,302,390 | $174.7M | 1.77% | −158,709−10.9% | Reduced |
| Rothschild & Co Asset Management US Inc. | 1,301,150 | $174.5M | 2.65% | +24,181+1.9% | Added |
| Glenmede Trust Co NA | 1,292,347 | $173.3M | 1.02% | −3,009−0.2% | Reduced |
| Treasurer of the State of North Carolina | 1,284,719 | $172.3M | 1.05% | +33,250+2.7% | Added |
| Davenport & Co LLC | 1,276,190 | $170.8M | 1.40% | +14,056+1.1% | Added |
| Regions Financial Corp | 1,253,873 | $168.1M | 1.55% | −45,201−3.5% | Reduced |
| Bahl & Gaynor Inc | 1,239,794 | $166.3M | 1.04% | −221,127−15.1% | Reduced |
| CIBC World Markets Inc. | 1,231,818 | $165.2M | 0.65% | +91,574+8.0% | Added |
| CIBC World Markets Corp | 1,226,917 | $164.5M | 1.11% | −846−0.1% | Reduced |
| Jarislowsky, Fraser Ltd | 1,181,002 | $158.4M | 1.04% | −35,018−2.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,178,559 | $158.0M | 0.80% | −845,545−41.8% | Reduced |
| Rathbone Brothers plc | 1,141,657 | $153.1M | 1.72% | +69,922+6.5% | Added |
| D. E. Shaw & Co., Inc. | 1,137,908 | $152.6M | 0.26% | −1,866,275−62.1% | Reduced |
| Panagora Asset Management Inc | 1,136,769 | $152.4M | 1.00% | +142,444+14.3% | Added |
| Rafferty Asset Management, LLC | 1,129,569 | $151.5M | 1.27% | +122,354+12.1% | Added |
| Susquehanna International Group, LLP | 1,126,695 | $151.1M | 0.30% | −1,424,875−55.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,119,545 | $150.1M | 0.87% | +99,151+9.7% | Added |
| Nisa Investment Advisors, LLC | 1,111,680 | $149.1M | 1.18% | +136,353+14.0% | Added |
| Pictet Asset Management SA | 1,387,170 | $147.3M | 0.21% | +22,271+1.6% | Added |
| Capital Group Private Client Services, Inc. | 1,096,051 | $147.0M | 1.86% | −9,465−0.9% | Reduced |
| Zacks Investment Management | 1,093,600 | $146.7M | 2.05% | +73,026+7.2% | Added |
| Cerity Partners LLC | 1,067,441 | $145.8M | 0.94% | +350,368+48.9% | Added |
| Millennium Management LLC | 1,082,594 | $145.2M | 0.16% | +25,723+2.4% | Added |
| Employees Provident Fund Board | 1,079,986 | $144.8M | 4.19% | −108,450−9.1% | Reduced |
| Phoenix Holdings Ltd. | 1,072,881 | $143.9M | 2.79% | +629,377+141.9% | Added |
| Personal Capital Advisors Corp | 1,071,509 | $143.7M | 0.70% | +83,224+8.4% | Added |
| Bristol John W & Co Inc | 1,050,625 | $140.9M | 3.35% | +1,423+0.1% | Added |
| Aviva PLC | 1,049,505 | $140.7M | 0.69% | +197,532+23.2% | Added |
| Paralel Advisors LLC | 1,028,000 | $137.9M | 8.12% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,026,253 | $137.6M | 0.74% | +32,488+3.3% | Added |
| RE Advisers Corp | 1,009,836 | $135.2M | 3.61% | −122,700−10.8% | Reduced |
| Mawer Investment Management Ltd. | 1,004,535 | $134.7M | 0.76% | −40,685−3.9% | Reduced |
| ING Groep NV | 1,000,132 | $134.1M | 1.35% | +411,093+69.8% | Added |
| TD Waterhouse Canada Inc. | 895,029 | $132.8M | 1.46% | −97,662−9.8% | Reduced |
| Mairs & Power Inc | 981,799 | $131.7M | 1.58% | +21,606+2.3% | Added |
| Creative Planning | 977,225 | $131.0M | 0.20% | +101,746+11.6% | Added |
| Kovitz Investment Group Partners, LLC | 974,540 | $130.7M | 2.59% | −19,990−2.0% | Reduced |
| Pinebridge Investments, L.P. | 970,263 | $130.1M | 1.58% | +279,725+40.5% | Added |
| Bradley Foster & Sargent Inc | 967,170 | $129.7M | 3.25% | −2,891−0.3% | Reduced |
| Douglas Lane & Associates, LLC | 952,369 | $127.7M | 2.13% | −7,568−0.8% | Reduced |
| Kames Capital plc | 940,346 | $126.1M | 2.28% | +9,338+1.0% | Added |
| Gateway Investment Advisers LLC | 939,545 | $126.0M | 1.56% | −34,647−3.6% | Reduced |
| Macquarie Group Ltd | 918,758 | $123.2M | 0.15% | +50,294+5.8% | Added |