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 2023
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2023. 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
- 3,612
- +54 vs. Q4 2022
- Shares held
- 2.10B
- +31.6M (+1.5%) vs. Q4 2022
- Total value
- $266.3B
- −$11.2B (−4.0%) vs. Q4 2022
- New holders
- 190
- 1,652 more added
- Sold out
- 136
- 1,437 more reduced
71 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 275,373,550 | $35.9B | 0.91% | +750,907+0.3% | Added |
| BlackRock Inc. | 193,849,295 | $25.3B | 0.75% | −1,077,696−0.6% | Reduced |
| State Street Corp | 123,859,046 | $16.1B | 0.91% | −5,878,759−4.5% | Reduced |
| Bank of America Corp | 61,813,580 | $8.05B | 0.93% | +6,250,107+11.2% | Added |
| Morgan Stanley | 60,416,224 | $7.87B | 0.84% | +1,366,968+2.3% | Added |
| Geode Capital Management, LLC | 52,310,456 | $6.80B | 0.88% | +1,061,831+2.1% | Added |
| FMR LLC | 42,256,822 | $5.51B | 0.50% | −2,551,870−5.7% | Reduced |
| Capital International Investors | 41,036,283 | $5.35B | 1.38% | −1,664,109−3.9% | Reduced |
| Capital World Investors | 40,540,298 | $5.28B | 1.09% | −12,527,638−23.6% | Reduced |
| Wellington Management Group LLP | 37,235,090 | $4.85B | 0.96% | −2,835,036−7.1% | Reduced |
| Norges Bank | 33,571,753 | $4.37B | 0.96% | +4,528,902+15.6% | Added |
| Northern Trust Corp | 33,218,125 | $4.33B | 0.86% | −499,451−1.5% | Reduced |
| Price T Rowe Associates Inc | 32,769,523 | $4.27B | 0.64% | +2,285,429+7.5% | Added |
| Massachusetts Financial Services Co | 31,841,826 | $4.15B | 1.42% | −375,481−1.2% | Reduced |
| Bank of New York Mellon Corp | 30,921,143 | $4.03B | 0.89% | +37,735+0.1% | Added |
| Wells Fargo & Company | 24,968,288 | $3.25B | 1.00% | −555,512−2.2% | Reduced |
| Ameriprise Financial Inc | 22,399,560 | $2.92B | 0.96% | −14,997−0.1% | Reduced |
| Royal Bank of Canada | 21,570,587 | $2.81B | 0.84% | −931,692−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 20,203,962 | $2.60B | 0.79% | +121,559+0.6% | Added |
| Dimensional Fund Advisors LP | 19,872,942 | $2.59B | 0.87% | −1,525,538−7.1% | Reduced |
| Legal & General Group Plc | 19,181,009 | $2.50B | 0.89% | +235,269+1.2% | Added |
| Goldman Sachs Group Inc | 18,150,266 | $2.37B | 0.64% | +2,907,031+19.1% | Added |
| UBS Group AG | 15,978,068 | $2.08B | 0.96% | −1,262,432−7.3% | Reduced |
| Nuveen Asset Management, LLC | 15,768,454 | $2.05B | 0.76% | +506,192+3.3% | Added |
| Capital Research Global Investors | 15,018,032 | $1.96B | 0.56% | −1,701,137−10.2% | Reduced |
| Deutsche Bank AG | 14,926,783 | $1.95B | 1.08% | −1,368,000−8.4% | Reduced |
| Franklin Resources Inc | 14,141,581 | $1.84B | 0.92% | −886,298−5.9% | Reduced |
| Invesco Ltd. | 13,049,905 | $1.70B | 0.47% | −752,761−5.5% | Reduced |
| Neuberger Berman Group LLC | 12,919,449 | $1.68B | 1.56% | −291,279−2.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,766,670 | $1.66B | 2.82% | −96,277−0.7% | Reduced |
| UBS Asset Management Americas Inc | 10,817,424 | $1.41B | 0.68% | −208,770−1.9% | Reduced |
| Boston Partners | 9,467,438 | $1.24B | 1.70% | −299,047−3.1% | Reduced |
| Janus Henderson Group PLC | 9,011,130 | $1.17B | 0.77% | +453,625+5.3% | Added |
| Bank of Montreal | 8,332,656 | $1.13B | 0.73% | +749,989+9.9% | Added |
| Raymond James & Associates | 8,619,978 | $1.12B | 0.98% | +63,520+0.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 8,594,965 | $1.12B | 0.83% | −25,363−0.3% | Reduced |
| Fisher Asset Management, LLC | 8,435,626 | $1.10B | 0.67% | +316,375+3.9% | Added |
| Clearbridge Investments, LLC | 8,237,716 | $1.07B | 1.03% | +849,027+11.5% | Added |
| California Public Employees Retirement System | 7,895,061 | $1.03B | 0.91% | −378,130−4.6% | Reduced |
| Sanders Capital, LLC | 7,467,695 | $973.1M | 2.31% | −1,152,933−13.4% | Reduced |
| Alliancebernstein L.P. | 7,219,695 | $940.8M | 0.40% | +718,463+11.1% | Added |
| The PNC Financial Services Group, Inc. | 7,217,229 | $940.5M | 0.82% | −172,206−2.3% | Reduced |
| HSBC Holdings PLC | 6,890,607 | $896.6M | 1.15% | +143,205+2.1% | Added |
| Baird Financial Group, Inc. | 6,422,131 | $836.9M | 2.06% | +221,738+3.6% | Added |
| Principal Financial Group Inc | 6,295,578 | $820.4M | 0.59% | +345,383+5.8% | Added |
| Credit Suisse AG | 6,132,654 | $799.1M | 0.83% | +165,555+2.8% | Added |
| Primecap Management Co | 6,078,651 | $792.1M | 0.69% | −3,179,720−34.3% | Reduced |
| Bessemer Group Inc | 6,070,900 | $791.1M | 1.88% | +85,904+1.4% | Added |
| Rhumbline Advisers | 5,605,481 | $730.5M | 0.90% | +21,352+0.4% | Added |
| Citadel Advisors LLC | 5,348,707 | $697.0M | 0.76% | +2,067,477+63.0% | Added |
| Barclays PLC | 5,194,184 | $676.9M | 0.70% | −1,607,965−23.6% | Reduced |
| New York State Common Retirement Fund | 5,175,917 | $674.5M | 0.90% | −276,441−5.1% | Reduced |
| California State Teachers Retirement System | 4,968,587 | $647.5M | 0.96% | −46,666−0.9% | Reduced |
| Envestnet Asset Management Inc | 4,869,598 | $634.6M | 0.30% | +140,407+3.0% | Added |
| American Century Companies Inc | 4,853,969 | $631.3M | 0.50% | −1,184,999−19.6% | Reduced |
| Ensign Peak Advisors, Inc | 4,751,600 | $619.2M | 1.34% | −251,063−5.0% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 4,738,784 | $617.5M | 9.58% | −57,000−1.2% | Reduced |
| Fayez Sarofim & Co | 4,684,848 | $610.5M | 2.14% | −147,552−3.1% | Reduced |
| Manufacturers Life Insurance Company, The | 4,520,049 | $589.0M | 0.33% | −1,346,497−23.0% | Reduced |
| Schroder Investment Management Group | 4,510,713 | $587.8M | 0.87% | −1,135,353−20.1% | Reduced |
| Voya Investment Management LLC | 4,502,493 | $586.7M | 0.63% | −256,981−5.4% | Reduced |
| Stifel Financial Corp | 4,383,541 | $571.2M | 0.82% | −159,820−3.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,223,786 | $550.4M | 1.04% | +90,001+2.2% | Added |
| US Bancorp | 4,205,879 | $548.1M | 0.93% | −76,526−1.8% | Reduced |
| Davis Selected Advisers | 4,193,294 | $546.4M | 3.61% | −80,885−1.9% | Reduced |
| National Pension Service | 4,189,564 | $539.4M | 0.98% | +278,791+7.1% | Added |
| JPMorgan Chase & Co | 4,056,122 | $528.6M | 0.07% | +500,841+14.1% | Added |
| Public Investment Fund | 3,851,053 | $501.8M | 1.41% | 00.0% | Unchanged |
| FIL Ltd | 3,825,256 | $498.5M | 0.57% | −112,439−2.9% | Reduced |
| Citigroup Inc | 3,792,434 | $494.2M | 0.66% | +297,155+8.5% | Added |
| TD Asset Management Inc | 3,780,667 | $492.7M | 0.59% | +336,429+9.8% | Added |
| Prudential Financial Inc | 3,734,573 | $486.7M | 0.76% | +65,722+1.8% | Added |
| Ontario Teachers Pension Plan Board | 3,715,386 | $484.2M | 4.99% | −436,674−10.5% | Reduced |
| Amundi | 3,699,961 | $472.2M | 0.25% | −1,674,442−31.2% | Reduced |
| APG Asset Management N.V. | 3,851,675 | $462.0M | 0.98% | −288,858−7.0% | Reduced |
| Swedbank AB | 3,525,495 | $459.4M | 0.91% | −685,928−16.3% | Reduced |
| New York State Teachers Retirement System | 3,401,809 | $443.3M | 1.04% | −69,768−2.0% | Reduced |
| DekaBank Deutsche Girozentrale | 3,421,501 | $437.7M | 1.10% | −174,646−4.9% | Reduced |
| Nordea Investment Management AB | 3,294,673 | $425.0M | 0.62% | −680,744−17.1% | Reduced |
| First Republic Investment Management, Inc. | 3,196,244 | $416.5M | 0.88% | +113,407+3.7% | Added |
| Putnam Investments LLC | 3,171,174 | $413.2M | 0.66% | +441,399+16.2% | Added |
| National Bank of Canada | 3,162,574 | $412.0M | 1.12% | +1,311,706+70.9% | Added |
| State Board of Administration of Florida Retirement System | 3,145,106 | $409.8M | 0.95% | −44,030−1.4% | Reduced |
| Capital Wealth Planning, LLC | 3,032,797 | $408.7M | 5.53% | +207,812+7.4% | Added |
| Truist Financial Corp | 2,939,856 | $383.1M | 0.66% | −48,975−1.6% | Reduced |
| Korea Investment CORP | 2,876,377 | $374.8M | 1.09% | +27,081+1.0% | Added |
| Mackenzie Financial Corp | 2,859,000 | $372.6M | 0.58% | −27,247−0.9% | Reduced |
| Allianz Asset Management GmbH | 2,824,011 | $368.0M | 0.77% | +282,040+11.1% | Added |
| Toronto Dominion Bank | 2,818,237 | $367.1M | 0.60% | −165,162−5.5% | Reduced |
| Lord, Abbett & Co. LLC | 2,710,208 | $353.2M | 1.27% | −34,596−1.3% | Reduced |
| LPL Financial LLC | 2,685,683 | $350.0M | 0.27% | +43,877+1.7% | Added |
| CI Private Wealth, LLC | 2,662,987 | $347.1M | 0.93% | +619,333+30.3% | Added |
| Adage Capital Partners GP, L.L.C. | 2,641,166 | $344.2M | 0.77% | +578,600+28.1% | Added |
| Victory Capital Management Inc | 2,633,392 | $343.2M | 0.39% | +524,181+24.9% | Added |
| Susquehanna International Group, LLP | 2,613,119 | $340.5M | 0.53% | +1,486,424+131.9% | Added |
| Brandywine Global Investment Management, LLC | 2,593,229 | $337.9M | 2.73% | −112,946−4.2% | Reduced |
| HighTower Advisors, LLC | 2,525,480 | $329.4M | 0.72% | +134,139+5.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,453,627 | $319.7M | 1.27% | +24,232+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,434,102 | $317.2M | 0.75% | +229,491+10.4% | Added |
| King Luther Capital Management Corp | 2,285,746 | $297.9M | 1.57% | −17,927−0.8% | Reduced |