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 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 | 5,157 | $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 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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 2,276,883 | $296.7M | 1.38% | −9,447−0.4% | Reduced |
| Altshuler Shaham Ltd | 2,256,128 | $294.0M | 6.44% | +332,458+17.3% | Added |
| Great West Life Assurance Co | 2,243,720 | $292.4M | 0.73% | −3,296−0.1% | Reduced |
| M&T Bank Corp | 2,125,375 | $277.0M | 1.07% | +36,059+1.7% | Added |
| Thrivent Financial for Lutherans | 2,104,699 | $274.2M | 0.67% | −99,055−4.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,103,404 | $274.1M | 1.74% | +105,197+5.3% | Added |
| First Trust Advisors LP | 2,101,215 | $273.8M | 0.32% | −112,164−5.1% | Reduced |
| Blair William & Co | 2,077,818 | $270.8M | 1.08% | +23,455+1.1% | Added |
| Cullen Capital Management LLC | 2,071,996 | $270.0M | 2.47% | +477,246+29.9% | Added |
| 1832 Asset Management L.P. | 2,029,639 | $264.5M | 0.54% | +130,474+6.9% | Added |
| Cincinnati Insurance Co | 2,012,000 | $262.2M | 5.25% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,002,025 | $260.8M | 0.51% | +226,364+12.7% | Added |
| Thornburg Investment Management Inc | 1,973,904 | $257.2M | 4.25% | +5,242+0.3% | Added |
| Huntington National Bank | 1,931,252 | $251.7M | 2.50% | +7,208+0.4% | Added |
| Mariner, LLC | 1,926,228 | $251.0M | 0.73% | +64,870+3.5% | Added |
| KBC Group NV | 1,909,993 | $248.9M | 1.06% | +227,940+13.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,905,763 | $248.3M | 0.61% | +33,180+1.8% | Added |
| Jennison Associates LLC | 1,898,161 | $247.3M | 0.23% | −97,181−4.9% | Reduced |
| Keybank National Association | 1,872,777 | $244.0M | 1.16% | −49,794−2.6% | Reduced |
| Pzena Investment Management LLC | 1,858,352 | $242.2M | 1.04% | −56,433−2.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,818,859 | $237.0M | 2.46% | −25,205−1.4% | Reduced |
| Bahl & Gaynor Inc | 1,790,382 | $233.3M | 1.26% | +550,588+44.4% | Added |
| Haverford Trust Co | 1,789,700 | $233.2M | 2.79% | +2,956+0.2% | Added |
| State of Wisconsin Investment Board | 1,755,189 | $228.7M | 0.68% | +163,192+10.3% | Added |
| Commonwealth Equity Services, LLC | 1,750,844 | $228.2M | 0.51% | +71,714+4.3% | Added |
| Public Employees Retirement System of Ohio | 1,736,858 | $226.3M | 0.94% | −308,337−15.1% | Reduced |
| Canada Pension Plan Investment Board | 1,730,285 | $225.5M | 0.36% | −861,557−33.2% | Reduced |
| M&G Investment Management Ltd | 1,733,714 | $225.4M | 1.59% | +152,112+9.6% | Added |
| State of New Jersey Common Pension Fund D | 1,726,061 | $224.9M | 0.80% | +3,725+0.2% | Added |
| Janney Montgomery Scott LLC | 1,723,422 | $224.6M | 0.92% | +26,285+1.5% | Added |
| Brave Warrior Advisors, LLC | 1,697,747 | $221.2M | 6.84% | −11,418−0.7% | Reduced |
| Epoch Investment Partners, Inc. | 1,631,978 | $212.7M | 1.27% | +82,846+5.3% | Added |
| Standard Life Aberdeen plc | 1,628,776 | $212.2M | 0.53% | +104,685+6.9% | Added |
| Royal London Asset Management Ltd | 1,621,140 | $211.3M | 0.85% | +63,670+4.1% | Added |
| Rockefeller Capital Management L.P. | 1,608,377 | $209.6M | 0.90% | −107,995−6.3% | Reduced |
| State of Tennessee, Treasury Department | 1,601,640 | $208.7M | 0.93% | +69,928+4.6% | Added |
| Public Employees Retirement Association of Colorado | 1,598,841 | $208.3M | 1.08% | −238,314−13.0% | Reduced |
| CIBC World Markets Inc. | 1,552,209 | $202.3M | 0.73% | +320,391+26.0% | Added |
| STRS Ohio | 1,542,993 | $201.1M | 0.87% | +4,532+0.3% | Added |
| Natixis Advisors, L.P. | 1,521,535 | $198.3M | 0.68% | +80,126+5.6% | Added |
| Storebrand Asset Management AS | 1,482,226 | $193.1M | 0.98% | +49,310+3.4% | Added |
| BNP Paribas Arbitrage, SA | 1,476,008 | $192.3M | 0.42% | −313,573−17.5% | Reduced |
| Smead Capital Management, Inc. | 1,446,122 | $188.4M | 3.76% | +47,787+3.4% | Added |
| Ci Investments Inc. | 1,432,546 | $186.7M | 0.94% | −75,891−5.0% | Reduced |
| Pictet Asset Management SA | 1,414,557 | $184.3M | 0.23% | +27,387+2.0% | Added |
| Asset Management One Co.,Ltd. | 1,383,949 | $180.3M | 0.82% | +26,064+1.9% | Added |
| ACR Alpine Capital Research, LLC | 1,375,785 | $179.3M | 7.29% | −19,340−1.4% | Reduced |
| Brown Advisory Inc | 1,355,848 | $176.7M | 0.30% | −1,028−0.1% | Reduced |
| Scotia Capital Inc. | 1,345,468 | $175.3M | 1.28% | −77,827−5.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,327,332 | $173.0M | 0.33% | +7,391+0.6% | Added |
| Glenmede Trust Co NA | 1,313,719 | $171.2M | 0.97% | +21,372+1.7% | Added |
| Loomis Sayles & Co L P | 1,300,194 | $169.4M | 0.29% | −12,152−0.9% | Reduced |
| Commerce Bank | 1,296,735 | $169.0M | 1.32% | −11,819−0.9% | Reduced |
| Treasurer of the State of North Carolina | 1,294,435 | $168.7M | 0.96% | +9,716+0.8% | Added |
| Westwood Holdings Group Inc. | 1,287,642 | $167.8M | 1.51% | −55,358−4.1% | Reduced |
| Mairs & Power Inc | 1,286,279 | $167.6M | 1.93% | +304,480+31.0% | Added |
| Macquarie Group Ltd | 1,268,812 | $165.2M | 0.20% | +350,054+38.1% | Added |
| Great Lakes Advisors, LLC | 1,264,251 | $164.7M | 1.50% | +1,234,521+4,152.4% | Added |
| Boston Trust Walden Corp | 1,255,451 | $163.6M | 1.41% | −60,126−4.6% | Reduced |
| Retirement Systems of Alabama | 1,249,333 | $162.8M | 0.71% | −72,713−5.5% | Reduced |
| Regions Financial Corp | 1,248,722 | $162.7M | 1.46% | −5,151−0.4% | Reduced |
| Cerity Partners LLC | 1,163,716 | $161.8M | 0.75% | +96,275+9.0% | Added |
| Bank of Nova Scotia | 1,234,474 | $160.9M | 0.48% | −345,679−21.9% | Reduced |
| Davenport & Co LLC | 1,223,522 | $158.9M | 1.26% | −52,668−4.1% | Reduced |
| Rathbone Brothers plc | 1,209,405 | $157.6M | 1.61% | +67,748+5.9% | Added |
| Jarislowsky, Fraser Ltd | 1,168,767 | $152.3M | 0.94% | −12,235−1.0% | Reduced |
| Panagora Asset Management Inc | 1,158,170 | $150.9M | 0.95% | +21,401+1.9% | Added |
| Zacks Investment Management | 1,152,729 | $150.2M | 2.01% | +59,129+5.4% | Added |
| CIBC Private Wealth Group, LLC | 3,341,094 | $149.2M | 0.43% | −32,466−1.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,138,938 | $148.4M | 0.78% | +19,393+1.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,107,753 | $144.4M | 0.82% | −70,806−6.0% | Reduced |
| Capital Group Private Client Services, Inc. | 1,100,815 | $143.4M | 1.78% | +4,764+0.4% | Added |
| Empower Advisory Group, LLC | 1,086,791 | $141.5M | 0.64% | +1,086,791 | New |
| Natixis | 1,084,908 | $141.4M | 1.30% | +367,152+51.2% | Added |
| D. E. Shaw & Co., Inc. | 1,067,021 | $139.0M | 0.22% | −70,887−6.2% | Reduced |
| Bristol John W & Co Inc | 1,053,624 | $137.3M | 2.82% | +2,999+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,039,934 | $135.5M | 0.66% | +13,681+1.3% | Added |
| Paralel Advisors LLC | 1,028,000 | $134.0M | 7.52% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,023,473 | $133.4M | 0.23% | +660,768+182.2% | Added |
| Penserra Capital Management LLC | 1,013,296 | $132.0M | 2.74% | +104,715+11.5% | Added |
| Kovitz Investment Group Partners, LLC | 1,009,917 | $131.6M | 2.29% | +35,377+3.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,007,141 | $131.2M | 0.22% | +98,293+10.8% | Added |
| Arrowstreet Capital, Limited Partnership | 999,218 | $130.2M | 0.17% | +915,579+1,094.7% | Added |
| Nisa Investment Advisors, LLC | 989,300 | $128.9M | 1.01% | −122,380−11.0% | Reduced |
| Rafferty Asset Management, LLC | 988,566 | $128.8M | 0.87% | −141,003−12.5% | Reduced |
| TD Waterhouse Canada Inc. | 895,739 | $127.2M | 1.32% | +710+0.1% | Added |
| Bradley Foster & Sargent Inc | 969,771 | $126.4M | 3.01% | +2,601+0.3% | Added |
| Creative Planning | 961,712 | $125.3M | 0.18% | −15,513−1.6% | Reduced |
| Pinebridge Investments, L.P. | 939,711 | $122.5M | 1.38% | −30,552−3.1% | Reduced |
| Douglas Lane & Associates, LLC | 936,265 | $122.0M | 2.03% | −16,104−1.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 936,145 | $122.0M | 0.35% | +86,197+10.1% | Added |
| RE Advisers Corp | 935,536 | $121.9M | 3.40% | −74,300−7.4% | Reduced |
| Aviva PLC | 923,377 | $120.3M | 0.54% | −126,128−12.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 922,602 | $120.2M | 0.17% | +27,689+3.1% | Added |
| Fred Alger Management, LLC | 918,292 | $119.7M | 0.64% | +820,345+837.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 905,097 | $117.4M | 0.27% | +35,768+4.1% | Added |
| Kames Capital plc | 892,404 | $116.2M | 2.03% | −47,942−5.1% | Reduced |
| Clark Capital Management Group, Inc. | 880,398 | $114.7M | 1.28% | +62,403+7.6% | Added |
| Mawer Investment Management Ltd. | 867,558 | $113.1M | 0.62% | −136,977−13.6% | Reduced |
| Handelsbanken Fonder AB | 853,124 | $111.2M | 0.64% | +70,081+8.9% | Added |