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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 837,945 | $121.9M | 0.99% | +37,055+4.6% | Added |
| ProShare Advisors LLC | 830,616 | $120.8M | 0.35% | −13,130−1.6% | Reduced |
| Calamos Advisors LLC | 824,767 | $120.0M | 0.61% | +558+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 813,651 | $118.3M | 2.05% | +77,340+10.5% | Added |
| Bartlett & Co. LLC | 813,651 | $118.3M | 2.05% | +77,340+10.5% | Added |
| State of Michigan Retirement System | 803,531 | $116.9M | 0.72% | −2,000−0.2% | Reduced |
| Junto Capital Management LP | 802,777 | $116.8M | 2.96% | +58,175+7.8% | Added |
| Pinebridge Investments, L.P. | 801,161 | $116.5M | 1.26% | −138,550−14.7% | Reduced |
| Public Sector Pension Investment Board | 793,285 | $115.4M | 0.83% | −39,487−4.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 787,319 | $114.5M | 0.75% | −12,879−1.6% | Reduced |
| Los Angeles Capital Management LLC | 772,801 | $112.4M | 0.45% | +96,366+14.2% | Added |
| American International Group, Inc. | 765,272 | $111.3M | 0.68% | −1,404−0.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 762,415 | $110.9M | 2.60% | +6,491+0.9% | Added |
| Caisse de Depot Et Placement du Quebec | 760,645 | $110.6M | 0.29% | −175,500−18.7% | Reduced |
| Tredje AP-fonden | 758,256 | $110.3M | 1.56% | +14,279+1.9% | Added |
| Consulta Ltd | 750,000 | $109.1M | 7.58% | +200,000+36.4% | Added |
| Amalgamated Bank | 748,909 | $108.9M | 0.88% | −13,622−1.8% | Reduced |
| James Hambro & Partners | 749,128 | $108.9M | 7.18% | +6,588+0.9% | Added |
| Employees Retirement System of Texas | 743,770 | $108.2M | 1.48% | −36,430−4.7% | Reduced |
| MetLife Investment Management | 741,775 | $107.9M | 0.79% | −14,892−2.0% | Reduced |
| Welch & Forbes LLC | 730,432 | $106.2M | 1.68% | −6,327−0.9% | Reduced |
| Captrust Financial Advisors | 724,636 | $105.4M | 0.42% | +11,908+1.7% | Added |
| SEI Investments Co | 717,888 | $104.4M | 0.18% | +4,564+0.6% | Added |
| UniSuper Management Pty Ltd | 716,625 | $104.2M | 1.18% | +716,625 | New |
| Mawer Investment Management Ltd. | 713,244 | $103.7M | 0.54% | −154,314−17.8% | Reduced |
| Stonegate Investment Group, LLC | 709,830 | $103.2M | 3.67% | +1,822+0.3% | Added |
| Compagnie Lombard Odier SCmA | 705,414 | $102.6M | 2.87% | −19,588−2.7% | Reduced |
| Forsta Ap-Fonden | 698,200 | $101.5M | 1.09% | +15,600+2.3% | Added |
| MML Investors Services, LLC | 695,410 | $101.1M | 0.56% | +78,568+12.7% | Added |
| DnB Asset Management AS | 694,921 | $101.1M | 0.58% | −15,048−2.1% | Reduced |
| Manning & Napier Group, LLC | 690,274 | $100.4M | 1.15% | +1,402+0.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 690,192 | $100.4M | 0.37% | −27,421−3.8% | Reduced |
| Jane Street Group, LLC | 681,893 | $99.2M | 0.13% | −341,580−33.4% | Reduced |
| United Capital Financial Advisers, LLC | 675,090 | $98.2M | 0.54% | −31,933−4.5% | Reduced |
| Oppenheimer Asset Management Inc. | 666,363 | $96.9M | 1.43% | −33,389−4.8% | Reduced |
| Pinnacle Financial Partners Inc | 664,344 | $96.6M | 2.42% | +5,269+0.8% | Added |
| Peapack Gladstone Financial Corp | 651,184 | $94.7M | 1.69% | +1,692+0.3% | Added |
| LGT Group Foundation | 649,881 | $94.5M | 2.29% | −99,013−13.2% | Reduced |
| Segall Bryant & Hamill, LLC | 649,819 | $94.5M | 0.99% | −11,661−1.8% | Reduced |
| Cooke & Bieler LP | 647,126 | $94.1M | 0.88% | −11,969−1.8% | Reduced |
| Crawford Investment Counsel Inc | 638,344 | $92.8M | 1.89% | +89,904+16.4% | Added |
| Williams Jones Wealth Management, LLC. | 635,609 | $92.4M | 1.38% | −8,233−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 624,173 | $90.8M | 0.41% | −20,997−3.3% | Reduced |
| Sarasin & Partners LLP | 622,900 | $90.6M | 1.05% | −143,700−18.7% | Reduced |
| EP Wealth Advisors, LLC | 300,000 | $90.5M | 1.40% | +291,533+3,443.2% | Added |
| Federation des caisses Desjardins du Quebec | 616,807 | $89.7M | 0.88% | −24,968−3.9% | Reduced |
| Whittier Trust Co | 615,217 | $89.5M | 1.56% | −14,188−2.3% | Reduced |
| Evercore Wealth Management, LLC | 614,118 | $89.3M | 1.64% | +8,733+1.4% | Added |
| Texas Permanent School Fund | 612,777 | $89.1M | 0.82% | +1,255+0.2% | Added |
| Agf Management Ltd | 607,911 | $88.4M | 0.64% | −61,401−9.2% | Reduced |
| Morningstar Investment Services LLC | 619,266 | $88.2M | 1.13% | −6,898−1.1% | Reduced |
| Federated Hermes, Inc. | 595,173 | $86.6M | 0.21% | +142,563+31.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 587,125 | $85.4M | 1.31% | +61,528+11.7% | Added |
| IFM Investors Pty Ltd | 574,065 | $83.5M | 1.09% | +27,457+5.0% | Added |
| TCW Group Inc | 569,506 | $82.8M | 0.92% | +62,484+12.3% | Added |
| Colony Group LLC | 568,566 | $82.7M | 1.17% | +586+0.1% | Added |
| Factory Mutual Insurance Co | 568,325 | $82.7M | 1.22% | +35,000+6.6% | Added |
| Connectus Wealth, LLC | 564,405 | $82.1M | 1.90% | +47,255+9.1% | Added |
| Millennium Management LLC | 557,421 | $81.1M | 0.09% | +179,566+47.5% | Added |
| D. E. Shaw & Co., Inc. | 547,583 | $79.6M | 0.12% | −519,438−48.7% | Reduced |
| Wilkinson Global Asset Management LLC | 538,301 | $78.3M | 5.96% | −9,963−1.8% | Reduced |
| AXA S.A. | 534,973 | $77.8M | 0.26% | −57,427−9.7% | Reduced |
| Umb Bank N A | 534,441 | $77.7M | 1.18% | +63,380+13.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 532,155 | $77.4M | 1.83% | +107,588+25.3% | Added |
| Quintet Private Bank (Europe) S.A. | 526,004 | $77.1M | 3.71% | −51,246−8.9% | Reduced |
| Candriam Luxembourg S.C.A. | 530,085 | $77.1M | 0.56% | +12,567+2.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 526,490 | $76.6M | 0.35% | +122,647+30.4% | Added |
| Teachers Retirement System of the State of Kentucky | 522,874 | $76.0M | 0.73% | +111,031+27.0% | Added |
| Virginia Retirement Systems Et Al | 519,138 | $75.5M | 0.72% | −13,000−2.4% | Reduced |
| Tiaa, FSB | 517,151 | $75.2M | 0.27% | −8,844−1.7% | Reduced |
| Capital Advisors Inc | 513,349 | $74.7M | 1.90% | +54,704+11.9% | Added |
| CIBC Asset Management Inc | 513,294 | $74.7M | 0.29% | −13,942−2.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 509,657 | $74.1M | 0.58% | +12,406+2.5% | Added |
| Employees Provident Fund Board | 504,034 | $73.3M | 1.74% | −308,497−38.0% | Reduced |
| AMF Pensionsforsakring AB | 503,897 | $73.3M | 0.67% | +154,284+44.1% | Added |
| Nissay Asset Management Corp | 502,997 | $73.2M | 0.63% | −98,936−16.4% | Reduced |
| AQR Capital Management LLC | 506,153 | $73.1M | 0.16% | −46,770−8.5% | Reduced |
| Utah Retirement Systems | 501,969 | $73.0M | 1.01% | −17,700−3.4% | Reduced |
| Impax Asset Management Group plc | 500,419 | $72.8M | 0.29% | +3,439+0.7% | Added |
| Cornerstone Investment Partners, LLC | 499,416 | $72.6M | 4.46% | −6,974−1.4% | Reduced |
| Meitav Dash Investments Ltd | 502,742 | $72.3M | 0.59% | +429,956+590.7% | Added |
| Staley Capital Advisers Inc | 491,501 | $71.5M | 3.85% | +571+0.1% | Added |
| InterOcean Capital Group, LLC | 490,295 | $71.3M | 2.24% | +30,920+6.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 487,578 | $70.9M | 0.87% | +1,600+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 486,166 | $70.7M | 1.06% | +24,358+5.3% | Added |
| Pinnacle Associates Ltd | 481,975 | $70.1M | 1.22% | +60,976+14.5% | Added |
| USS Investment Management Ltd | 476,278 | $69.2M | 0.82% | +5,148+1.1% | Added |
| Yousif Capital Management, LLC | 475,331 | $69.1M | 0.84% | +351+0.1% | Added |
| Park National Corp | 471,359 | $68.6M | 2.99% | −23,252−4.7% | Reduced |
| Financial Counselors Inc | 469,565 | $68.3M | 1.39% | +10,935+2.4% | Added |
| Basswood Capital Management, L.L.C. | 469,496 | $68.3M | 5.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 467,158 | $67.9M | 0.38% | +357,408+325.7% | Added |
| Commerzbank Aktiengesellschaft | 462,591 | $67.3M | 3.30% | +9,571+2.1% | Added |
| Brandes Investment Partners, LP | 459,505 | $66.8M | 1.35% | +15,805+3.6% | Added |
| E. Ohman J:or Asset Management AB | 458,824 | $66.7M | 2.41% | +1,743+0.4% | Added |
| Cresset Asset Management, LLC | 458,563 | $66.7M | 0.47% | +336,997+277.2% | Added |
| Berkshire Asset Management LLC | 457,598 | $66.6M | 3.95% | +4,727+1.0% | Added |
| Bank of Nova Scotia | 457,848 | $66.4M | 0.17% | −776,626−62.9% | Reduced |
| Polaris Capital Management, LLC | 452,251 | $65.8M | 2.47% | −14,400−3.1% | Reduced |
| Kestra Advisory Services, LLC | 450,182 | $65.5M | 0.66% | +31,113+7.4% | Added |