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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| Lord, Abbett & Co. LLC | 2,355,507 | $341.6M | 1.27% | −9,733−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,336,663 | $338.9M | 0.75% | +327,293+16.3% | Added |
| Fifth Third Bancorp | 2,293,455 | $332.6M | 1.54% | +28,071+1.2% | Added |
| King Luther Capital Management Corp | 2,262,289 | $328.1M | 1.70% | −19,187−0.8% | Reduced |
| Great West Life Assurance Co | 2,228,654 | $323.3M | 0.78% | +165,734+8.0% | Added |
| Blair William & Co | 2,173,510 | $315.2M | 1.21% | +43,479+2.0% | Added |
| Royal London Asset Management Ltd | 2,168,577 | $314.6M | 1.02% | +127,890+6.3% | Added |
| 1832 Asset Management L.P. | 2,123,622 | $308.0M | 0.64% | −37,667−1.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,123,150 | $307.9M | 1.79% | +66,403+3.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,098,425 | $304.3M | 3.32% | −14,492−0.7% | Reduced |
| Brandywine Global Investment Management, LLC | 2,086,129 | $302.5M | 2.65% | −117,434−5.3% | Reduced |
| M&T Bank Corp | 2,061,016 | $298.9M | 1.19% | −55,362−2.6% | Reduced |
| Cincinnati Insurance Co | 2,012,000 | $291.8M | 5.77% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,972,453 | $286.2M | 0.68% | −8,929−0.5% | Reduced |
| Mariner, LLC | 1,944,612 | $282.0M | 0.76% | +6,257+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,882,038 | $272.9M | 0.68% | −44,090−2.3% | Reduced |
| First Trust Advisors LP | 1,877,179 | $272.2M | 0.32% | −74,724−3.8% | Reduced |
| Huntington National Bank | 1,873,762 | $271.7M | 2.72% | −34,001−1.8% | Reduced |
| Cullen Capital Management LLC | 1,850,403 | $268.3M | 3.13% | −62,470−3.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,835,903 | $266.3M | 1.03% | +90,115+5.2% | Added |
| Keybank National Association | 1,835,065 | $266.1M | 1.27% | −17,272−0.9% | Reduced |
| Jennison Associates LLC | 1,831,945 | $265.7M | 0.23% | −52,431−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 1,820,042 | $263.9M | 0.55% | +54,969+3.1% | Added |
| Pzena Investment Management LLC | 1,782,605 | $258.5M | 1.11% | −16,107−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,773,112 | $257.2M | 0.38% | +415,276+30.6% | Added |
| Haverford Trust Co | 1,760,349 | $255.3M | 3.11% | −22,178−1.2% | Reduced |
| Janney Montgomery Scott LLC | 1,751,647 | $254.0M | 0.95% | +20,485+1.2% | Added |
| First Republic Investment Management, Inc. | 1,745,109 | $253.1M | 0.72% | +1,745,109 | New |
| Thornburg Investment Management Inc | 1,735,964 | $251.7M | 4.14% | −38,908−2.2% | Reduced |
| Standard Life Aberdeen plc | 1,726,901 | $250.4M | 0.64% | +37,027+2.2% | Added |
| KBC Group NV | 1,712,272 | $248.3M | 1.01% | −14,387−0.8% | Reduced |
| Natixis Advisors, L.P. | 1,702,808 | $246.9M | 0.76% | +92,804+5.8% | Added |
| Mairs & Power Inc | 1,685,291 | $244.4M | 2.87% | +36,403+2.2% | Added |
| Ci Investments Inc. | 1,668,477 | $242.0M | 1.35% | +354,383+27.0% | Added |
| Brave Warrior Advisors, LLC | 1,663,540 | $241.2M | 6.02% | −24,178−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 1,656,468 | $240.2M | 0.87% | −67,237−3.9% | Reduced |
| Russell Investments Group, Ltd. | 1,642,764 | $238.3M | 0.47% | −56,351−3.3% | Reduced |
| State of Wisconsin Investment Board | 1,642,607 | $238.2M | 0.74% | −282,057−14.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,607,279 | $233.1M | 1.06% | −259,488−13.9% | Reduced |
| Millennium Management LLC | 1,568,903 | $227.5M | 0.24% | +1,011,482+181.5% | Added |
| Storebrand Asset Management AS | 1,543,486 | $223.8M | 1.07% | +29,163+1.9% | Added |
| Public Employees Retirement Association of Colorado | 1,532,592 | $222.3M | 1.14% | −56,620−3.6% | Reduced |
| Great Lakes Advisors, LLC | 1,524,470 | $221.1M | 2.01% | +378,823+33.1% | Added |
| Public Employees Retirement System of Ohio | 1,509,143 | $218.9M | 0.98% | −103,259−6.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,504,695 | $218.2M | 0.72% | +1,294,799+616.9% | Added |
| Pictet Asset Management Holding SA | 1,486,848 | $215.6M | 0.27% | +1,486,848 | New |
| STRS Ohio | 1,454,854 | $211.0M | 0.94% | −38,600−2.6% | Reduced |
| State of Tennessee, Treasury Department | 1,445,385 | $209.6M | 0.85% | −85,911−5.6% | Reduced |
| Epoch Investment Partners, Inc. | 1,442,382 | $209.2M | 1.33% | −130,810−8.3% | Reduced |
| CIBC World Markets Inc. | 1,438,495 | $208.6M | 0.75% | −169,659−10.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,410,979 | $204.6M | 0.91% | +23,732+1.7% | Added |
| Scotia Capital Inc. | 1,385,284 | $200.9M | 1.45% | −10,352−0.7% | Reduced |
| Smead Capital Management, Inc. | 1,381,429 | $200.3M | 4.09% | −44,254−3.1% | Reduced |
| ACR Alpine Capital Research, LLC | 1,380,459 | $200.2M | 7.78% | +2,813+0.2% | Added |
| Brown Advisory Inc | 1,334,959 | $193.6M | 0.32% | +4,378+0.3% | Added |
| Aviva PLC | 1,311,970 | $190.3M | 0.80% | +38,411+3.0% | Added |
| Robeco Institutional Asset Management B.V. | 1,306,976 | $189.5M | 0.51% | +376,765+40.5% | Added |
| Glenmede Trust Co NA | 1,288,692 | $186.9M | 1.07% | −25,027−1.9% | Reduced |
| Treasurer of the State of North Carolina | 1,269,199 | $184.1M | 1.00% | −45,643−3.5% | Reduced |
| Macquarie Group Ltd | 1,760,921 | $183.9M | 0.23% | +408,302+30.2% | Added |
| Comerica Bank | 1,267,455 | $183.8M | 0.96% | +1,259,962+16,815.2% | Added |
| Loomis Sayles & Co L P | 1,262,146 | $183.0M | 0.31% | −6,210−0.5% | Reduced |
| Commerce Bank | 1,243,482 | $180.3M | 1.42% | −46,408−3.6% | Reduced |
| Boston Trust Walden Corp | 1,237,530 | $179.5M | 1.50% | −7,623−0.6% | Reduced |
| Regions Financial Corp | 1,217,362 | $176.5M | 1.59% | −5,674−0.5% | Reduced |
| Davenport & Co LLC | 1,207,137 | $175.7M | 1.35% | −3,396−0.3% | Reduced |
| Bahl & Gaynor Inc | 1,207,004 | $175.0M | 1.12% | −2,631−0.2% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,200,074 | $174.0M | 1.58% | +1,200,074 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,198,259 | $173.8M | 0.77% | +90,999+8.2% | Added |
| Panagora Asset Management Inc | 1,188,141 | $172.3M | 1.07% | −820−0.1% | Reduced |
| Zacks Investment Management | 1,156,629 | $167.7M | 2.17% | −1,325−0.1% | Reduced |
| Nomura Asset Management Co Ltd | 1,149,901 | $166.8M | 0.78% | −35,154−3.0% | Reduced |
| Jarislowsky, Fraser Ltd | 1,148,530 | $166.6M | 1.08% | −8,741−0.8% | Reduced |
| Creative Planning | 1,147,696 | $166.4M | 0.22% | +142,916+14.2% | Added |
| Junto Capital Management LP | 1,147,426 | $166.4M | 3.94% | +344,649+42.9% | Added |
| Empower Advisory Group, LLC | 1,111,250 | $161.2M | 0.71% | +14,576+1.3% | Added |
| Granite Bay Wealth Management, LLC | 1,062,343 | $159.0M | 1.56% | +1,050,820+9,119.3% | Added |
| Capital Group Private Client Services, Inc. | 1,084,524 | $157.3M | 1.92% | −14,375−1.3% | Reduced |
| Handelsbanken Fonder AB | 1,082,705 | $157.0M | 0.88% | +33,009+3.1% | Added |
| Qube Research & Technologies Ltd | 1,082,507 | $157.0M | 0.47% | +968,922+853.0% | Added |
| M&G Investment Management Ltd | 1,072,625 | $155.5M | 1.14% | −448,085−29.5% | Reduced |
| Bradley Foster & Sargent Inc | 1,063,624 | $154.7M | 3.25% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 1,052,545 | $152.6M | 0.90% | +37,946+3.7% | Added |
| Los Angeles Capital Management LLC | 1,050,289 | $152.3M | 0.65% | +277,488+35.9% | Added |
| Bristol John W & Co Inc | 1,036,767 | $150.4M | 2.97% | −8,881−0.8% | Reduced |
| Balyasny Asset Management LLC | 1,030,553 | $149.5M | 0.42% | +877,252+572.2% | Added |
| Clark Capital Management Group, Inc. | 1,028,246 | $149.1M | 1.49% | +71,945+7.5% | Added |
| Paralel Advisors LLC | 1,028,000 | $149.1M | 8.25% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 1,019,589 | $147.9M | 1.57% | +73,757+7.8% | Added |
| Retirement Systems of Alabama | 1,014,055 | $147.1M | 0.69% | −7,072−0.7% | Reduced |
| Jane Street Group, LLC | 1,007,898 | $146.2M | 0.23% | +326,005+47.8% | Added |
| Nisa Investment Advisors, LLC | 1,004,826 | $145.7M | 1.11% | +14,562+1.5% | Added |
| Penserra Capital Management LLC | 985,361 | $142.9M | 2.95% | −40,053−3.9% | Reduced |
| Rafferty Asset Management, LLC | 975,130 | $141.4M | 0.83% | +37,523+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 966,148 | $140.1M | 0.18% | +42,462+4.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 960,132 | $138.9M | 0.31% | −1,560−0.2% | Reduced |
| RE Advisers Corp | 955,336 | $138.5M | 3.85% | +15,000+1.6% | Added |
| Altshuler Shaham Ltd | 936,347 | $135.8M | 3.69% | +67,800+7.8% | Added |
| TD Waterhouse Canada Inc. | 858,118 | $135.6M | 1.41% | −20,325−2.3% | Reduced |
| Westwood Holdings Group Inc. | 933,803 | $135.4M | 1.26% | +86,143+10.2% | Added |