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, Q3 2023
Institutional positions in JPMorgan Chase & Co as of Sep 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
- 3,711
- +82 vs. Q2 2023
- Shares held
- 2.05B
- +3.21M (+0.2%) vs. Q2 2023
- Total value
- $297.0B
- +$2.01M (0.0%) vs. Q2 2023
- New holders
- 161
- 1,580 more added
- Sold out
- 79
- 1,564 more reduced
43 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,351,064 | $39.5B | 0.97% | −1,100,475−0.4% | Reduced |
| BlackRock Inc. | 189,482,263 | $27.5B | 0.79% | −2,790,093−1.5% | Reduced |
| State Street Corp | 121,967,096 | $17.7B | 0.98% | −4,276,851−3.4% | Reduced |
| Morgan Stanley | 62,941,343 | $9.13B | 0.93% | +201,441+0.3% | Added |
| Geode Capital Management, LLC | 54,326,192 | $7.86B | 0.94% | +958,695+1.8% | Added |
| Bank of America Corp | 52,975,614 | $7.68B | 0.95% | −2,875,894−5.1% | Reduced |
| FMR LLC | 49,417,639 | $7.17B | 0.62% | +606,382+1.2% | Added |
| Wellington Management Group LLP | 42,421,711 | $6.15B | 1.23% | +4,603,090+12.2% | Added |
| Capital International Investors | 39,388,217 | $5.71B | 1.45% | −1,693,993−4.1% | Reduced |
| Capital World Investors | 37,265,753 | $5.40B | 1.07% | −1,096,396−2.9% | Reduced |
| Norges Bank | 34,663,390 | $5.03B | 1.02% | −663,251−1.9% | Reduced |
| Northern Trust Corp | 33,089,310 | $4.80B | 0.93% | +871,091+2.7% | Added |
| Price T Rowe Associates Inc | 31,319,288 | $4.54B | 0.67% | −1,809,547−5.5% | Reduced |
| Massachusetts Financial Services Co | 30,573,213 | $4.43B | 1.55% | −829,184−2.6% | Reduced |
| Bank of New York Mellon Corp | 29,125,817 | $4.22B | 0.93% | −917,009−3.1% | Reduced |
| Wells Fargo & Company | 24,779,400 | $3.59B | 1.12% | +116,473+0.5% | Added |
| Ameriprise Financial Inc | 23,724,676 | $3.44B | 1.13% | +457,184+2.0% | Added |
| Royal Bank of Canada | 22,588,929 | $3.28B | 0.96% | +200,968+0.9% | Added |
| Dimensional Fund Advisors LP | 20,643,202 | $2.99B | 0.98% | +1,112,224+5.7% | Added |
| Charles Schwab Investment Management Inc | 20,015,973 | $2.87B | 0.82% | −92,022−0.5% | Reduced |
| Legal & General Group Plc | 18,746,635 | $2.72B | 0.95% | −1,179,435−5.9% | Reduced |
| Goldman Sachs Group Inc | 18,204,881 | $2.64B | 0.67% | +440,354+2.5% | Added |
| Nuveen Asset Management, LLC | 16,109,379 | $2.34B | 0.82% | −117,263−0.7% | Reduced |
| UBS Group AG | 15,616,622 | $2.26B | 1.04% | −12,222−0.1% | Reduced |
| Capital Research Global Investors | 14,652,814 | $2.12B | 0.59% | −122,863−0.8% | Reduced |
| Invesco Ltd. | 14,545,058 | $2.11B | 0.57% | +269,106+1.9% | Added |
| Franklin Resources Inc | 13,902,929 | $2.02B | 1.02% | −338,681−2.4% | Reduced |
| Deutsche Bank AG | 13,325,406 | $1.93B | 1.25% | −1,822,955−12.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,132,246 | $1.90B | 2.82% | −276,159−2.1% | Reduced |
| Neuberger Berman Group LLC | 12,278,184 | $1.78B | 1.62% | −471,245−3.7% | Reduced |
| UBS Asset Management Americas Inc | 11,411,706 | $1.65B | 0.74% | +594,282+5.5% | Added |
| Fisher Asset Management, LLC | 11,386,800 | $1.65B | 0.94% | +2,392,576+26.6% | Added |
| Boston Partners | 9,308,422 | $1.35B | 1.87% | +48,957+0.5% | Added |
| Raymond James & Associates | 8,872,746 | $1.29B | 1.08% | +14,331+0.2% | Added |
| Bank of Montreal | 7,928,771 | $1.23B | 0.72% | +711,175+9.9% | Added |
| Janus Henderson Group PLC | 7,986,654 | $1.16B | 0.76% | −286,849−3.5% | Reduced |
| Barclays PLC | 7,837,016 | $1.14B | 0.74% | −585,959−7.0% | Reduced |
| Clearbridge Investments, LLC | 7,821,812 | $1.13B | 1.09% | −105,086−1.3% | Reduced |
| Sanders Capital, LLC | 7,763,350 | $1.13B | 2.38% | +35,605+0.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,687,529 | $1.11B | 0.92% | +149,469+2.0% | Added |
| Alliancebernstein L.P. | 7,458,138 | $1.08B | 0.46% | −65,344−0.9% | Reduced |
| California Public Employees Retirement System | 7,312,169 | $1.06B | 0.91% | +196,903+2.8% | Added |
| The PNC Financial Services Group, Inc. | 7,140,068 | $1.04B | 0.89% | +66,210+0.9% | Added |
| HSBC Holdings PLC | 6,860,445 | $997.6M | 1.11% | +445,422+6.9% | Added |
| Bessemer Group Inc | 6,520,891 | $945.7M | 2.08% | +14,108+0.2% | Added |
| Principal Financial Group Inc | 6,153,690 | $892.4M | 0.64% | −34,210−0.6% | Reduced |
| Envestnet Asset Management Inc | 6,122,402 | $887.9M | 0.41% | +1,011,496+19.8% | Added |
| Arrowstreet Capital, Limited Partnership | 5,761,020 | $835.5M | 1.01% | +3,009,473+109.4% | Added |
| Rhumbline Advisers | 5,660,525 | $820.9M | 0.95% | −86,915−1.5% | Reduced |
| Primecap Management Co | 5,348,946 | $775.7M | 0.65% | −65,005−1.2% | Reduced |
| Baird Financial Group, Inc. | 5,278,030 | $765.4M | 2.09% | +80,821+1.6% | Added |
| Credit Suisse AG | 5,230,656 | $758.5M | 0.80% | +230,021+4.6% | Added |
| Citadel Advisors LLC | 5,136,437 | $744.9M | 0.81% | +572,596+12.5% | Added |
| Schroder Investment Management Group | 4,979,520 | $722.1M | 1.07% | +426,452+9.4% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 4,719,004 | $684.3M | 8.87% | −87,900−1.8% | Reduced |
| JPMorgan Chase & Co | 4,706,258 | $682.5M | 0.08% | +91,416+2.0% | Added |
| New York State Common Retirement Fund | 4,705,688 | $682.4M | 0.98% | −317,840−6.3% | Reduced |
| California State Teachers Retirement System | 4,648,597 | $674.1M | 1.04% | −215,825−4.4% | Reduced |
| American Century Companies Inc | 4,458,124 | $646.5M | 0.50% | −45,267−1.0% | Reduced |
| Amundi | 4,335,817 | $641.7M | 0.32% | +279,222+6.9% | Added |
| Fayez Sarofim & Co | 4,404,291 | $638.7M | 2.16% | +149,144+3.5% | Added |
| National Pension Service | 4,377,974 | $634.5M | 1.02% | +66,513+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,291,799 | $622.4M | 1.13% | +38,482+0.9% | Added |
| Stifel Financial Corp | 4,268,464 | $619.0M | 0.87% | +24,818+0.6% | Added |
| Ensign Peak Advisors, Inc | 4,201,632 | $609.3M | 1.30% | −378,063−8.3% | Reduced |
| Davis Selected Advisers | 4,137,185 | $600.0M | 3.76% | −68,902−1.6% | Reduced |
| US Bancorp | 4,032,528 | $585.6M | 0.96% | −65,868−1.6% | Reduced |
| APG Asset Management N.V. | 3,869,117 | $561.1M | 1.15% | −188,337−4.6% | Reduced |
| Public Investment Fund | 3,851,053 | $558.5M | 1.53% | 00.0% | Unchanged |
| TD Asset Management Inc | 3,719,354 | $539.4M | 0.65% | −1,6890.0% | Reduced |
| Prudential Financial Inc | 3,631,518 | $526.6M | 0.82% | −38,509−1.0% | Reduced |
| Swedbank AB | 3,624,487 | $525.6M | 0.96% | +95,937+2.7% | Added |
| FIL Ltd | 3,582,536 | $519.5M | 0.61% | −313,791−8.1% | Reduced |
| Putnam Investments LLC | 3,569,276 | $517.6M | 0.79% | +223,046+6.7% | Added |
| National Bank of Canada | 3,423,924 | $491.8M | 0.90% | −978,689−22.2% | Reduced |
| Voya Investment Management LLC | 3,294,449 | $477.6M | 0.53% | −1,250,834−27.5% | Reduced |
| DekaBank Deutsche Girozentrale | 3,228,477 | $477.5M | 1.10% | −384,381−10.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,264,719 | $473.4M | 1.12% | −124,283−3.7% | Reduced |
| Citigroup Inc | 3,173,089 | $460.2M | 0.66% | −35,220−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 3,162,502 | $458.6M | 0.27% | −1,148,349−26.6% | Reduced |
| HighTower Advisors, LLC | 3,086,749 | $447.8M | 0.84% | +554,137+21.9% | Added |
| New York State Teachers Retirement System | 3,030,773 | $439.5M | 1.06% | −171,854−5.4% | Reduced |
| Truist Financial Corp | 3,006,670 | $436.0M | 0.73% | +85,735+2.9% | Added |
| LPL Financial LLC | 2,999,360 | $435.0M | 0.30% | +188,879+6.7% | Added |
| CI Private Wealth, LLC | 2,974,008 | $431.3M | 0.99% | −36,144−1.2% | Reduced |
| Mackenzie Financial Corp | 2,980,418 | $425.3M | 0.72% | +97,039+3.4% | Added |
| Capital Wealth Planning, LLC | 2,930,710 | $425.0M | 5.23% | −149,876−4.9% | Reduced |
| State Board of Administration of Florida Retirement System | 2,928,937 | $424.8M | 1.00% | −141,425−4.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,892,066 | $419.4M | 0.95% | −21,600−0.7% | Reduced |
| Nordea Investment Management AB | 2,790,220 | $411.4M | 0.57% | −144,123−4.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,815,805 | $408.3M | 0.83% | +205,562+7.9% | Added |
| Korea Investment CORP | 2,781,617 | $403.4M | 1.19% | −117,173−4.0% | Reduced |
| Canada Pension Plan Investment Board | 2,763,385 | $400.7M | 0.59% | +761,000+38.0% | Added |
| Victory Capital Management Inc | 2,742,506 | $397.7M | 0.46% | +58,361+2.2% | Added |
| Marshall Wace, LLP | 2,702,815 | $392.0M | 0.84% | +759,476+39.1% | Added |
| Allianz Asset Management GmbH | 2,647,742 | $384.0M | 0.78% | −79,503−2.9% | Reduced |
| Toronto Dominion Bank | 2,486,465 | $360.6M | 0.60% | −1,483,259−37.4% | Reduced |
| Susquehanna International Group, LLP | 2,456,064 | $356.2M | 0.55% | −2,510,671−50.5% | Reduced |
| Rathbone Brothers plc | 2,400,219 | $348.1M | 2.52% | +1,184,095+97.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,389,326 | $346.5M | 1.37% | −19,542−0.8% | Reduced |