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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 2,265,384 | $329.5M | 1.45% | −11,499−0.5% | Reduced |
| Brandywine Global Investment Management, LLC | 2,203,563 | $320.5M | 2.67% | −389,666−15.0% | Reduced |
| 1832 Asset Management L.P. | 2,161,289 | $314.3M | 0.61% | +131,650+6.5% | Added |
| Blair William & Co | 2,130,031 | $309.8M | 1.13% | +52,213+2.5% | Added |
| M&T Bank Corp | 2,116,378 | $307.8M | 1.15% | −8,997−0.4% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,112,917 | $307.3M | 3.04% | +294,058+16.2% | Added |
| Great West Life Assurance Co | 2,062,920 | $301.5M | 0.72% | −180,800−8.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,056,747 | $299.1M | 1.78% | −46,657−2.2% | Reduced |
| Royal London Asset Management Ltd | 2,040,687 | $296.7M | 0.96% | +419,547+25.9% | Added |
| Cincinnati Insurance Co | 2,012,000 | $292.6M | 5.57% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,009,370 | $292.2M | 0.58% | +533,362+36.1% | Added |
| Canada Pension Plan Investment Board | 2,002,385 | $291.2M | 0.44% | +272,100+15.7% | Added |
| Thrivent Financial for Lutherans | 1,981,382 | $288.1M | 0.66% | −123,317−5.9% | Reduced |
| First Trust Advisors LP | 1,951,903 | $283.9M | 0.32% | −149,312−7.1% | Reduced |
| Marshall Wace, LLP | 1,943,339 | $282.6M | 0.61% | +1,128,112+138.4% | Added |
| Mariner, LLC | 1,938,355 | $281.9M | 0.75% | +12,127+0.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,926,128 | $280.1M | 0.65% | +20,365+1.1% | Added |
| State of Wisconsin Investment Board | 1,924,664 | $279.9M | 0.79% | +169,475+9.7% | Added |
| Cullen Capital Management LLC | 1,912,873 | $278.2M | 2.49% | −159,123−7.7% | Reduced |
| Huntington National Bank | 1,907,763 | $277.5M | 2.57% | −23,489−1.2% | Reduced |
| Jennison Associates LLC | 1,884,376 | $274.1M | 0.22% | −13,785−0.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,866,767 | $271.5M | 1.22% | +759,014+68.5% | Added |
| Keybank National Association | 1,852,337 | $269.4M | 1.22% | −20,440−1.1% | Reduced |
| Pzena Investment Management LLC | 1,798,712 | $261.6M | 1.12% | −59,640−3.2% | Reduced |
| Haverford Trust Co | 1,782,527 | $259.3M | 2.93% | −7,173−0.4% | Reduced |
| Thornburg Investment Management Inc | 1,774,872 | $258.1M | 4.18% | −199,032−10.1% | Reduced |
| Commonwealth Equity Services, LLC | 1,765,073 | $256.7M | 0.52% | +14,229+0.8% | Added |
| Rockefeller Capital Management L.P. | 1,745,788 | $253.5M | 0.98% | +137,411+8.5% | Added |
| Janney Montgomery Scott LLC | 1,731,162 | $251.8M | 0.88% | +7,740+0.4% | Added |
| KBC Group NV | 1,726,659 | $251.1M | 1.03% | −183,334−9.6% | Reduced |
| State of New Jersey Common Pension Fund D | 1,723,705 | $250.7M | 0.85% | −2,356−0.1% | Reduced |
| Russell Investments Group, Ltd. | 1,699,115 | $247.0M | 0.48% | −302,910−15.1% | Reduced |
| Standard Life Aberdeen plc | 1,689,874 | $245.8M | 0.57% | +61,098+3.8% | Added |
| Brave Warrior Advisors, LLC | 1,687,718 | $245.5M | 6.49% | −10,029−0.6% | Reduced |
| Mairs & Power Inc | 1,648,888 | $239.8M | 2.61% | +362,609+28.2% | Added |
| Public Employees Retirement System of Ohio | 1,612,402 | $234.5M | 0.95% | −124,456−7.2% | Reduced |
| Natixis Advisors, L.P. | 1,610,004 | $234.2M | 0.72% | +88,469+5.8% | Added |
| CIBC World Markets Inc. | 1,608,154 | $233.9M | 0.80% | +55,945+3.6% | Added |
| Public Employees Retirement Association of Colorado | 1,589,212 | $231.1M | 1.10% | −9,629−0.6% | Reduced |
| Epoch Investment Partners, Inc. | 1,573,192 | $228.8M | 1.32% | −58,786−3.6% | Reduced |
| State of Tennessee, Treasury Department | 1,531,296 | $222.7M | 0.93% | −70,344−4.4% | Reduced |
| M&G Investment Management Ltd | 1,520,710 | $220.5M | 1.32% | −213,004−12.3% | Reduced |
| Storebrand Asset Management AS | 1,514,323 | $220.2M | 1.01% | +32,097+2.2% | Added |
| STRS Ohio | 1,493,454 | $217.2M | 0.92% | −49,539−3.2% | Reduced |
| Smead Capital Management, Inc. | 1,425,683 | $207.4M | 4.12% | −20,439−1.4% | Reduced |
| Pictet Asset Management SA | 1,406,758 | $204.6M | 0.24% | −7,799−0.6% | Reduced |
| Scotia Capital Inc. | 1,395,636 | $203.0M | 1.39% | +50,168+3.7% | Added |
| Asset Management One Co.,Ltd. | 1,387,247 | $201.8M | 0.85% | +3,298+0.2% | Added |
| ACR Alpine Capital Research, LLC | 1,377,646 | $200.4M | 7.56% | +1,861+0.1% | Added |
| Advisor Group Holdings, Inc. | 1,357,836 | $197.6M | 0.35% | +30,504+2.3% | Added |
| Macquarie Group Ltd | 1,352,619 | $196.7M | 0.22% | +83,807+6.6% | Added |
| Brown Advisory Inc | 1,330,581 | $193.5M | 0.30% | −25,267−1.9% | Reduced |
| Treasurer of the State of North Carolina | 1,314,842 | $191.2M | 1.00% | +20,407+1.6% | Added |
| Ci Investments Inc. | 1,314,094 | $191.1M | 0.96% | −118,452−8.3% | Reduced |
| Commerce Bank | 1,289,890 | $187.6M | 1.40% | −6,845−0.5% | Reduced |
| Aviva PLC | 1,273,559 | $185.2M | 0.75% | +350,182+37.9% | Added |
| Loomis Sayles & Co L P | 1,268,356 | $184.5M | 0.30% | −31,838−2.4% | Reduced |
| Boston Trust Walden Corp | 1,245,153 | $181.1M | 1.49% | −10,298−0.8% | Reduced |
| Cerity Partners LLC | 1,240,117 | $180.4M | 0.70% | +76,401+6.6% | Added |
| Regions Financial Corp | 1,223,036 | $177.9M | 1.54% | −25,686−2.1% | Reduced |
| Rathbone Brothers plc | 1,216,124 | $176.9M | 1.65% | +6,719+0.6% | Added |
| Bahl & Gaynor Inc | 1,209,635 | $175.9M | 1.07% | −580,747−32.4% | Reduced |
| Davenport & Co LLC | 1,210,533 | $175.5M | 1.31% | −12,989−1.1% | Reduced |
| Panagora Asset Management Inc | 1,188,961 | $172.9M | 1.02% | +30,791+2.7% | Added |
| Nomura Asset Management Co Ltd | 1,185,055 | $172.4M | 0.79% | +46,117+4.0% | Added |
| Glenmede Trust Co NA | 1,313,719 | $171.2M | 0.97% | 00.0% | Unchanged |
| Zacks Investment Management | 1,157,954 | $168.4M | 2.11% | +5,225+0.5% | Added |
| Jarislowsky, Fraser Ltd | 1,157,271 | $168.3M | 1.00% | −11,496−1.0% | Reduced |
| Great Lakes Advisors, LLC | 1,145,647 | $166.6M | 1.66% | −118,604−9.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,107,260 | $161.0M | 0.71% | +67,326+6.5% | Added |
| Capital Group Private Client Services, Inc. | 1,098,899 | $159.8M | 1.88% | −1,916−0.2% | Reduced |
| Empower Advisory Group, LLC | 1,096,674 | $159.5M | 0.69% | +9,883+0.9% | Added |
| CIBC World Markets Corp | 1,092,289 | $158.9M | 1.29% | +418,694+62.2% | Added |
| Bradley Foster & Sargent Inc | 1,063,624 | $154.7M | 3.25% | +93,853+9.7% | Added |
| Handelsbanken Fonder AB | 1,049,696 | $152.7M | 0.82% | +196,572+23.0% | Added |
| Bristol John W & Co Inc | 1,045,648 | $152.1M | 2.88% | −7,976−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,042,379 | $151.6M | 2.23% | +32,462+3.2% | Added |
| Paralel Advisors LLC | 1,028,000 | $149.5M | 7.98% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,025,414 | $149.1M | 2.95% | +12,118+1.2% | Added |
| Retirement Systems of Alabama | 1,021,127 | $148.5M | 0.66% | −228,206−18.3% | Reduced |
| Eagle Asset Management Inc | 1,014,599 | $147.6M | 0.82% | +325,627+47.3% | Added |
| Creative Planning | 1,004,780 | $146.1M | 0.19% | +43,068+4.5% | Added |
| Nisa Investment Advisors, LLC | 990,264 | $144.0M | 1.06% | +964+0.1% | Added |
| Kames Capital plc | 981,970 | $142.7M | 2.31% | +89,566+10.0% | Added |
| TD Waterhouse Canada Inc. | 878,443 | $139.4M | 1.39% | −17,296−1.9% | Reduced |
| Clark Capital Management Group, Inc. | 956,301 | $139.1M | 1.24% | +75,903+8.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 961,692 | $138.8M | 0.30% | +56,595+6.3% | Added |
| Teacher Retirement System of Texas | 949,389 | $138.1M | 0.93% | +109,438+13.0% | Added |
| Zurich Insurance Group Ltd | 945,832 | $137.6M | 1.43% | +128,636+15.7% | Added |
| RE Advisers Corp | 940,336 | $136.8M | 3.63% | +4,800+0.5% | Added |
| Rafferty Asset Management, LLC | 937,607 | $136.4M | 0.77% | −50,959−5.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 930,211 | $135.3M | 0.35% | +171,406+22.6% | Added |
| Fred Alger Management, LLC | 924,471 | $134.5M | 0.69% | +6,179+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 923,686 | $134.3M | 0.17% | +1,084+0.1% | Added |
| Douglas Lane & Associates, LLC | 923,311 | $134.3M | 2.17% | −12,954−1.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 915,427 | $133.1M | 0.21% | −91,714−9.1% | Reduced |
| Altshuler Shaham Ltd | 868,547 | $126.3M | 2.22% | −1,387,581−61.5% | Reduced |
| LSV Asset Management | 850,300 | $123.7M | 0.27% | −1,270−0.1% | Reduced |
| Westwood Holdings Group Inc. | 847,660 | $123.3M | 1.10% | −439,982−34.2% | Reduced |
| Gateway Investment Advisers LLC | 838,693 | $122.0M | 1.44% | −1,522−0.2% | Reduced |