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, Q2 2023
Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
- 3,672
- +90 vs. Q1 2023
- Shares held
- 2.05B
- −52.5M (−2.5%) vs. Q1 2023
- Total value
- $297.6B
- +$31.4B (+11.8%) vs. Q1 2023
- New holders
- 186
- 1,625 more added
- Sold out
- 96
- 1,514 more reduced
30 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 273,451,539 | $39.8B | 0.94% | −1,922,011−0.7% | Reduced |
| BlackRock Inc. | 192,272,356 | $28.0B | 0.77% | −1,576,939−0.8% | Reduced |
| State Street Corp | 126,243,947 | $18.4B | 0.96% | +2,384,901+1.9% | Added |
| Morgan Stanley | 62,739,902 | $9.12B | 0.90% | +2,323,678+3.8% | Added |
| Bank of America Corp | 55,851,508 | $8.12B | 0.96% | −5,962,072−9.6% | Reduced |
| Geode Capital Management, LLC | 53,367,497 | $7.74B | 0.91% | +1,057,041+2.0% | Added |
| FMR LLC | 48,811,257 | $7.10B | 0.60% | +6,554,435+15.5% | Added |
| Capital International Investors | 41,082,210 | $5.97B | 1.44% | +45,927+0.1% | Added |
| Capital World Investors | 38,362,149 | $5.58B | 1.07% | −2,178,149−5.4% | Reduced |
| Wellington Management Group LLP | 37,818,621 | $5.50B | 1.04% | +583,531+1.6% | Added |
| Norges Bank | 35,326,641 | $5.14B | 1.01% | +1,754,888+5.2% | Added |
| Price T Rowe Associates Inc | 33,128,835 | $4.82B | 0.67% | +359,312+1.1% | Added |
| Northern Trust Corp | 32,218,219 | $4.69B | 0.90% | −999,906−3.0% | Reduced |
| Massachusetts Financial Services Co | 31,402,397 | $4.57B | 1.50% | −439,429−1.4% | Reduced |
| Bank of New York Mellon Corp | 30,042,826 | $4.37B | 0.92% | −878,317−2.8% | Reduced |
| Wells Fargo & Company | 24,662,927 | $3.59B | 1.04% | −305,361−1.2% | Reduced |
| Ameriprise Financial Inc | 23,267,492 | $3.39B | 1.06% | +867,932+3.9% | Added |
| Royal Bank of Canada | 22,387,961 | $3.26B | 0.91% | +817,374+3.8% | Added |
| Legal & General Group Plc | 19,926,070 | $2.90B | 0.94% | +745,061+3.9% | Added |
| Charles Schwab Investment Management Inc | 20,107,995 | $2.89B | 0.83% | −95,967−0.5% | Reduced |
| Dimensional Fund Advisors LP | 19,530,978 | $2.84B | 0.91% | −341,964−1.7% | Reduced |
| Goldman Sachs Group Inc | 17,764,527 | $2.58B | 0.66% | −385,739−2.1% | Reduced |
| Nuveen Asset Management, LLC | 16,226,642 | $2.36B | 0.82% | +458,188+2.9% | Added |
| UBS Group AG | 15,628,844 | $2.27B | 0.99% | −349,224−2.2% | Reduced |
| Deutsche Bank AG | 15,148,361 | $2.20B | 1.17% | +221,578+1.5% | Added |
| Capital Research Global Investors | 14,775,677 | $2.15B | 0.58% | −242,355−1.6% | Reduced |
| Invesco Ltd. | 14,275,952 | $2.08B | 0.54% | +1,226,047+9.4% | Added |
| Franklin Resources Inc | 14,241,610 | $2.07B | 0.98% | +100,029+0.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,408,405 | $1.95B | 3.04% | +641,735+5.0% | Added |
| Neuberger Berman Group LLC | 12,749,429 | $1.85B | 1.66% | −170,020−1.3% | Reduced |
| UBS Asset Management Americas Inc | 10,817,424 | $1.41B | 0.68% | 00.0% | Unchanged |
| Boston Partners | 9,259,465 | $1.35B | 1.82% | −207,973−2.2% | Reduced |
| Fisher Asset Management, LLC | 8,994,224 | $1.31B | 0.72% | +558,598+6.6% | Added |
| Raymond James & Associates | 8,858,415 | $1.29B | 1.06% | +238,437+2.8% | Added |
| Barclays PLC | 8,422,975 | $1.23B | 0.80% | +3,228,791+62.2% | Added |
| Janus Henderson Group PLC | 8,273,503 | $1.20B | 0.75% | −737,627−8.2% | Reduced |
| Clearbridge Investments, LLC | 7,926,898 | $1.15B | 1.04% | −310,818−3.8% | Reduced |
| Sanders Capital, LLC | 7,727,745 | $1.12B | 2.35% | +260,050+3.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,538,060 | $1.10B | 0.85% | −1,056,905−12.3% | Reduced |
| Alliancebernstein L.P. | 7,523,482 | $1.09B | 0.45% | +303,787+4.2% | Added |
| Bank of Montreal | 7,217,596 | $1.05B | 0.64% | −1,115,060−13.4% | Reduced |
| California Public Employees Retirement System | 7,115,266 | $1.03B | 0.89% | −779,795−9.9% | Reduced |
| The PNC Financial Services Group, Inc. | 7,073,858 | $1.03B | 0.88% | −143,371−2.0% | Reduced |
| Bessemer Group Inc | 6,506,783 | $946.3M | 2.01% | +435,883+7.2% | Added |
| HSBC Holdings PLC | 6,415,023 | $934.0M | 1.00% | −475,584−6.9% | Reduced |
| Principal Financial Group Inc | 6,187,900 | $900.0M | 0.62% | −107,678−1.7% | Reduced |
| Rhumbline Advisers | 5,747,440 | $835.9M | 0.94% | +141,959+2.5% | Added |
| Primecap Management Co | 5,413,951 | $787.4M | 0.66% | −664,700−10.9% | Reduced |
| Baird Financial Group, Inc. | 5,197,209 | $755.9M | 2.00% | −1,224,922−19.1% | Reduced |
| Envestnet Asset Management Inc | 5,110,906 | $743.3M | 0.33% | +241,308+5.0% | Added |
| New York State Common Retirement Fund | 5,023,528 | $730.6M | 0.94% | −152,389−2.9% | Reduced |
| Credit Suisse AG | 5,000,635 | $727.3M | 0.73% | −1,132,019−18.5% | Reduced |
| Susquehanna International Group, LLP | 4,966,735 | $722.4M | 1.16% | +2,353,616+90.1% | Added |
| California State Teachers Retirement System | 4,864,422 | $707.5M | 1.00% | −104,165−2.1% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 4,806,904 | $699.1M | 9.28% | +68,120+1.4% | Added |
| JPMorgan Chase & Co | 4,614,842 | $671.2M | 0.08% | +558,720+13.8% | Added |
| Ensign Peak Advisors, Inc | 4,579,695 | $666.1M | 1.35% | −171,905−3.6% | Reduced |
| Citadel Advisors LLC | 4,563,841 | $663.8M | 0.74% | −784,866−14.7% | Reduced |
| Schroder Investment Management Group | 4,553,068 | $662.2M | 0.95% | +42,355+0.9% | Added |
| Voya Investment Management LLC | 4,545,283 | $661.1M | 0.68% | +42,790+1.0% | Added |
| American Century Companies Inc | 4,503,391 | $655.0M | 0.49% | −350,578−7.2% | Reduced |
| National Bank of Canada | 4,402,613 | $644.6M | 1.30% | +1,240,039+39.2% | Added |
| Manufacturers Life Insurance Company, The | 4,310,851 | $627.0M | 0.35% | −209,198−4.6% | Reduced |
| Fayez Sarofim & Co | 4,255,147 | $618.9M | 2.17% | −429,701−9.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,253,317 | $618.6M | 1.09% | +29,531+0.7% | Added |
| National Pension Service | 4,311,461 | $618.4M | 1.00% | +121,897+2.9% | Added |
| Stifel Financial Corp | 4,243,646 | $617.2M | 0.84% | −139,895−3.2% | Reduced |
| Davis Selected Advisers | 4,206,087 | $611.7M | 3.73% | +12,793+0.3% | Added |
| US Bancorp | 4,098,396 | $596.1M | 0.97% | −107,483−2.6% | Reduced |
| Amundi | 4,056,595 | $594.7M | 0.30% | +356,634+9.6% | Added |
| Toronto Dominion Bank | 3,969,724 | $577.0M | 0.86% | +1,151,487+40.9% | Added |
| FIL Ltd | 3,896,327 | $566.7M | 0.64% | +71,071+1.9% | Added |
| Ontario Teachers Pension Plan Board | 3,856,515 | $560.9M | 5.86% | +141,129+3.8% | Added |
| Public Investment Fund | 3,851,053 | $560.1M | 1.44% | 00.0% | Unchanged |
| TD Asset Management Inc | 3,721,043 | $541.2M | 0.62% | −59,624−1.6% | Reduced |
| APG Asset Management N.V. | 4,057,454 | $540.9M | 1.09% | +205,779+5.3% | Added |
| Prudential Financial Inc | 3,670,027 | $533.8M | 0.78% | −64,546−1.7% | Reduced |
| DekaBank Deutsche Girozentrale | 3,612,858 | $524.3M | 1.18% | +191,357+5.6% | Added |
| Swedbank AB | 3,528,550 | $513.2M | 0.91% | +3,055+0.1% | Added |
| CIBC Private Wealth Group, LLC | 3,389,002 | $492.9M | 1.08% | +47,908+1.4% | Added |
| Putnam Investments LLC | 3,346,230 | $486.7M | 0.72% | +175,056+5.5% | Added |
| Citigroup Inc | 3,208,309 | $466.6M | 0.60% | −584,125−15.4% | Reduced |
| New York State Teachers Retirement System | 3,202,627 | $465.8M | 1.05% | −199,182−5.9% | Reduced |
| Capital Wealth Planning, LLC | 3,080,586 | $448.0M | 5.53% | +47,789+1.6% | Added |
| State Board of Administration of Florida Retirement System | 3,070,362 | $446.6M | 0.99% | −74,744−2.4% | Reduced |
| CI Private Wealth, LLC | 3,010,152 | $437.8M | 1.01% | +347,165+13.0% | Added |
| Truist Financial Corp | 2,920,935 | $424.8M | 0.71% | −18,921−0.6% | Reduced |
| Nordea Investment Management AB | 2,934,343 | $423.9M | 0.58% | −360,330−10.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,913,666 | $423.8M | 0.92% | +272,500+10.3% | Added |
| Mackenzie Financial Corp | 2,883,379 | $422.7M | 0.65% | +24,379+0.9% | Added |
| Korea Investment CORP | 2,898,790 | $421.6M | 1.18% | +22,413+0.8% | Added |
| LPL Financial LLC | 2,810,481 | $408.8M | 0.29% | +124,798+4.6% | Added |
| Arrowstreet Capital, Limited Partnership | 2,751,547 | $400.2M | 0.49% | +1,752,329+175.4% | Added |
| Allianz Asset Management GmbH | 2,727,245 | $396.7M | 0.84% | −96,766−3.4% | Reduced |
| Victory Capital Management Inc | 2,684,145 | $390.4M | 0.43% | +50,753+1.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,610,243 | $379.6M | 0.79% | +176,141+7.2% | Added |
| HighTower Advisors, LLC | 2,532,612 | $368.3M | 0.73% | +7,132+0.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,408,868 | $350.3M | 1.31% | −44,759−1.8% | Reduced |
| Lord, Abbett & Co. LLC | 2,365,240 | $344.0M | 1.18% | −344,968−12.7% | Reduced |
| King Luther Capital Management Corp | 2,281,476 | $331.8M | 1.65% | −4,270−0.2% | Reduced |