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
- 3,613
- +55 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
- 191
- 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| LSV Asset Management | 851,570 | $111.0M | 0.25% | +16,320+2.0% | Added |
| ProShare Advisors LLC | 843,746 | $109.9M | 0.34% | +62,034+7.9% | Added |
| Gateway Investment Advisers LLC | 840,215 | $109.5M | 1.34% | −99,330−10.6% | Reduced |
| Teacher Retirement System of Texas | 839,951 | $109.5M | 0.74% | +34,551+4.3% | Added |
| Public Sector Pension Investment Board | 832,772 | $108.5M | 0.82% | +2,491+0.3% | Added |
| Calamos Advisors LLC | 824,209 | $107.4M | 0.54% | −80,344−8.9% | Reduced |
| Zurich Insurance Group Ltd | 817,196 | $106.5M | 1.34% | +1,889+0.2% | Added |
| Marshall Wace, LLP | 815,227 | $106.2M | 0.26% | −636,996−43.9% | Reduced |
| Employees Provident Fund Board | 812,531 | $105.9M | 2.74% | −267,455−24.8% | Reduced |
| State of Michigan Retirement System | 805,531 | $105.0M | 0.69% | +8,400+1.1% | Added |
| Arizona State Retirement System | 800,890 | $104.4M | 0.94% | +1,847+0.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 800,198 | $104.2M | 0.73% | +36,640+4.8% | Added |
| Employees Retirement System of Texas | 780,200 | $101.7M | 1.48% | +321,850+70.2% | Added |
| American International Group, Inc. | 766,676 | $99.9M | 0.66% | +2,858+0.4% | Added |
| Sarasin & Partners LLP | 766,600 | $99.9M | 1.26% | +707,455+1,196.1% | Added |
| Amalgamated Bank | 762,531 | $99.4M | 0.85% | −3,608−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 758,805 | $98.9M | 0.27% | +88,234+13.2% | Added |
| MetLife Investment Management | 756,667 | $98.6M | 0.71% | −9,072−1.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 755,924 | $98.5M | 2.47% | +11,827+1.6% | Added |
| LGT Group Foundation | 748,894 | $97.6M | 2.80% | −26,399−3.4% | Reduced |
| Junto Capital Management LP | 744,602 | $97.0M | 2.71% | −17,031−2.2% | Reduced |
| Tredje AP-fonden | 743,977 | $96.9M | 1.51% | +102,975+16.1% | Added |
| James Hambro & Partners | 742,540 | $96.7M | 7.07% | +2,614+0.4% | Added |
| Welch & Forbes LLC | 736,759 | $96.0M | 1.63% | −3340.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 736,311 | $95.9M | 1.85% | +11,166+1.5% | Added |
| Bartlett & Co. LLC | 736,311 | $95.9M | 1.85% | +11,166+1.5% | Added |
| Compagnie Lombard Odier SCmA | 725,002 | $94.5M | 2.36% | −45,753−5.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 717,613 | $93.5M | 0.36% | −83,073−10.4% | Reduced |
| SEI Investments Co | 713,324 | $92.9M | 0.17% | +282,963+65.8% | Added |
| Captrust Financial Advisors | 712,728 | $92.9M | 0.41% | +48,439+7.3% | Added |
| DnB Asset Management AS | 709,969 | $92.5M | 0.59% | −35,286−4.7% | Reduced |
| Stonegate Investment Group, LLC | 708,008 | $92.3M | 3.47% | +185,367+35.5% | Added |
| United Capital Financial Advisers, LLC | 707,023 | $92.1M | 0.51% | −23,161−3.2% | Reduced |
| Oppenheimer Asset Management Inc. | 699,752 | $91.2M | 1.40% | +16,026+2.3% | Added |
| Eagle Asset Management Inc | 688,972 | $89.8M | 0.53% | +654,963+1,925.9% | Added |
| Manning & Napier Group, LLC | 688,872 | $89.8M | 1.05% | −9,819−1.4% | Reduced |
| Forsta Ap-Fonden | 682,600 | $88.9M | 1.05% | −99,700−12.7% | Reduced |
| Los Angeles Capital Management LLC | 676,435 | $88.1M | 0.39% | −178,505−20.9% | Reduced |
| CIBC World Markets Corp | 673,595 | $87.8M | 1.44% | −553,322−45.1% | Reduced |
| Agf Management Ltd | 669,312 | $87.2M | 0.60% | −75,579−10.1% | Reduced |
| Segall Bryant & Hamill, LLC | 661,480 | $86.2M | 0.93% | −14,737−2.2% | Reduced |
| Cooke & Bieler LP | 659,095 | $85.9M | 0.84% | −21,388−3.1% | Reduced |
| Pinnacle Financial Partners Inc | 659,075 | $85.9M | 2.31% | +19,010+3.0% | Added |
| Peapack Gladstone Financial Corp | 649,492 | $85.4M | 1.62% | +2,988+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 645,170 | $84.1M | 0.41% | −4,145−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 643,842 | $83.9M | 1.31% | +35,103+5.8% | Added |
| Federation des caisses Desjardins du Quebec | 641,775 | $83.6M | 0.92% | −59,842−8.5% | Reduced |
| Whittier Trust Co | 629,405 | $82.0M | 1.49% | +6,031+1.0% | Added |
| Morningstar Investment Services LLC | 626,164 | $80.7M | 1.08% | +7,465+1.2% | Added |
| MML Investors Services, LLC | 616,842 | $80.4M | 0.57% | −39,543−6.0% | Reduced |
| Optiver Holding B.V. | 612,222 | $79.8M | 3.69% | +485,618+383.6% | Added |
| Texas Permanent School Fund | 611,522 | $79.7M | 0.79% | +195,115+46.9% | Added |
| Evercore Wealth Management, LLC | 605,385 | $78.9M | 1.57% | +1,195+0.2% | Added |
| Nissay Asset Management Corp | 601,933 | $78.4M | 0.70% | −150,218−20.0% | Reduced |
| AXA S.A. | 592,400 | $77.2M | 0.27% | +9,673+1.7% | Added |
| Quintet Private Bank (Europe) S.A. | 577,250 | $75.2M | 4.47% | +577,250 | New |
| Colony Group LLC | 567,980 | $74.0M | 1.10% | −51,639−8.3% | Reduced |
| Consulta Ltd | 550,000 | $71.7M | 5.64% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 548,440 | $71.5M | 1.53% | −108,339−16.5% | Reduced |
| Wilkinson Global Asset Management LLC | 548,264 | $71.4M | 5.65% | −10,561−1.9% | Reduced |
| AQR Capital Management LLC | 552,923 | $71.3M | 0.16% | −309,704−35.9% | Reduced |
| IFM Investors Pty Ltd | 546,608 | $71.2M | 1.08% | +23,296+4.5% | Added |
| Factory Mutual Insurance Co | 533,325 | $69.5M | 1.09% | −22,300−4.0% | Reduced |
| Virginia Retirement Systems Et Al | 532,138 | $69.3M | 0.72% | +71,380+15.5% | Added |
| CIBC Asset Management Inc | 527,236 | $68.7M | 0.28% | −10,188−1.9% | Reduced |
| Tiaa, FSB | 525,995 | $68.5M | 0.25% | +11,800+2.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 525,597 | $68.5M | 1.23% | +37,807+7.8% | Added |
| Utah Retirement Systems | 519,669 | $67.7M | 0.98% | +1,600+0.3% | Added |
| Connectus Wealth, LLC | 517,150 | $67.4M | 1.66% | +3,836+0.7% | Added |
| TCW Group Inc | 507,022 | $66.1M | 0.85% | +15,855+3.2% | Added |
| Fort Washington Investment Advisors Inc | 506,936 | $66.1M | 0.50% | +4,818+1.0% | Added |
| Cornerstone Investment Partners, LLC | 506,390 | $66.0M | 4.37% | −30,458−5.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 497,251 | $64.8M | 0.55% | +1,439+0.3% | Added |
| Impax Asset Management Group plc | 496,980 | $64.8M | 0.27% | +11,342+2.3% | Added |
| Park National Corp | 494,611 | $64.5M | 2.87% | +3,513+0.7% | Added |
| Staley Capital Advisers Inc | 490,930 | $64.0M | 3.58% | +2,908+0.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 485,978 | $63.3M | 0.86% | +2,400+0.5% | Added |
| Candriam Luxembourg S.C.A. | 517,518 | $62.1M | 0.43% | +291,421+128.9% | Added |
| Yousif Capital Management, LLC | 474,980 | $61.9M | 0.81% | −24,833−5.0% | Reduced |
| Umb Bank N A | 471,061 | $61.4M | 0.98% | −5,101−1.1% | Reduced |
| USS Investment Management Ltd | 471,130 | $61.4M | 0.85% | +12,399+2.7% | Added |
| Basswood Capital Management, L.L.C. | 469,496 | $61.2M | 4.27% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 468,980 | $61.1M | 0.85% | −37,094−7.3% | Reduced |
| Polaris Capital Management, LLC | 466,651 | $60.8M | 2.27% | −5,700−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 461,808 | $60.2M | 0.96% | +2,670+0.6% | Added |
| NFJ Investment Group, LLC | 459,916 | $59.9M | 1.60% | −304,778−39.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 459,895 | $59.9M | 1.10% | −24,753−5.1% | Reduced |
| InterOcean Capital Group, LLC | 459,375 | $59.9M | 2.02% | +17,867+4.0% | Added |
| Capital Advisors Inc | 458,645 | $59.8M | 1.61% | +9,470+2.1% | Added |
| Financial Counselors Inc | 458,630 | $59.8M | 1.29% | −1,038−0.2% | Reduced |
| CCLA Investment Management Ltd | 457,639 | $59.6M | 1.17% | +1,431+0.3% | Added |
| E. Ohman J:or Asset Management AB | 457,081 | $59.6M | 2.34% | +3,850+0.8% | Added |
| Commerzbank Aktiengesellschaft | 453,020 | $59.0M | 3.18% | +38,829+9.4% | Added |
| Berkshire Asset Management LLC | 452,871 | $59.0M | 3.65% | −970−0.2% | Reduced |
| Federated Hermes, Inc. | 452,610 | $59.0M | 0.15% | −2,949,648−86.7% | Reduced |
| Qube Research & Technologies Ltd | 451,264 | $58.8M | 0.34% | +451,264 | New |
| Beck Mack & Oliver LLC | 449,545 | $58.6M | 1.69% | −21,631−4.6% | Reduced |
| Omers Administration Corp | 446,464 | $58.2M | 0.90% | 00.0% | Unchanged |
| Gabelli Funds LLC | 444,022 | $57.9M | 0.44% | −9,495−2.1% | Reduced |
| Brandes Investment Partners, LP | 443,700 | $57.8M | 1.23% | +87,144+24.4% | Added |