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
- +81 vs. Q2 2023
- Shares held
- 2.05B
- +3.21M (+0.2%) vs. Q2 2023
- Total value
- $297.0B
- +$1.78M (0.0%) vs. Q2 2023
- New holders
- 161
- 1,580 more added
- Sold out
- 80
- 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 909,501 | $131.9M | 0.87% | −39,888−4.2% | Reduced |
| Douglas Lane & Associates, LLC | 909,102 | $131.8M | 2.21% | −14,209−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 893,263 | $129.5M | 0.23% | −22,164−2.4% | Reduced |
| Cerity Partners LLC | 880,222 | $127.6M | 0.62% | −359,895−29.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 841,678 | $122.1M | 2.20% | −200,701−19.3% | Reduced |
| Arizona State Retirement System | 827,161 | $120.0M | 1.02% | −10,784−1.3% | Reduced |
| Public Sector Pension Investment Board | 824,949 | $119.6M | 0.88% | +31,664+4.0% | Added |
| Bartlett & Co. LLC | 818,690 | $118.7M | 2.13% | +5,039+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 818,690 | $118.7M | 2.13% | +5,039+0.6% | Added |
| LSV Asset Management | 816,800 | $118.5M | 0.28% | −33,500−3.9% | Reduced |
| Pinebridge Investments, L.P. | 807,567 | $117.1M | 1.30% | +6,406+0.8% | Added |
| Squarepoint Ops LLC | 806,957 | $117.0M | 0.57% | +339,799+72.7% | Added |
| State of Michigan Retirement System | 796,631 | $115.5M | 0.75% | −6,900−0.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 793,093 | $114.9M | 0.75% | +5,774+0.7% | Added |
| ProShare Advisors LLC | 790,390 | $114.6M | 0.36% | −40,226−4.8% | Reduced |
| UniSuper Management Pty Ltd | 787,113 | $114.1M | 1.40% | +70,488+9.8% | Added |
| CIBC World Markets Corp | 785,267 | $113.9M | 1.12% | −307,022−28.1% | Reduced |
| AQR Capital Management LLC | 782,582 | $113.5M | 0.23% | +276,429+54.6% | Added |
| Calamos Advisors LLC | 780,908 | $113.2M | 0.62% | −43,859−5.3% | Reduced |
| Compagnie Lombard Odier SCmA | 778,234 | $112.9M | 2.61% | +72,820+10.3% | Added |
| Nissay Asset Management Corp | 774,999 | $112.4M | 1.00% | +272,002+54.1% | Added |
| Gateway Investment Advisers LLC | 771,217 | $111.8M | 1.40% | −67,476−8.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 765,022 | $110.9M | 2.72% | +2,607+0.3% | Added |
| Barr E S & Co | 753,744 | $109.3M | 7.91% | +494,581+190.8% | Added |
| Consulta Ltd | 750,000 | $108.8M | 7.81% | 00.0% | Unchanged |
| Sarasin & Partners LLP | 748,407 | $108.5M | 1.36% | +125,507+20.1% | Added |
| Captrust Financial Advisors | 745,970 | $108.2M | 0.41% | +21,334+2.9% | Added |
| Tredje AP-fonden | 745,141 | $108.1M | 1.59% | −13,115−1.7% | Reduced |
| American International Group, Inc. | 744,454 | $108.0M | 0.70% | −20,818−2.7% | Reduced |
| Employees Retirement System of Texas | 743,770 | $107.9M | 1.60% | 00.0% | Unchanged |
| James Hambro & Partners | 736,271 | $106.8M | 6.92% | −12,857−1.7% | Reduced |
| Amalgamated Bank | 734,802 | $106.6M | 0.91% | −14,107−1.9% | Reduced |
| Welch & Forbes LLC | 726,078 | $105.3M | 1.74% | −4,354−0.6% | Reduced |
| SEI Investments Co | 720,226 | $104.5M | 0.19% | +2,338+0.3% | Added |
| MML Investors Services, LLC | 719,013 | $104.3M | 0.58% | +23,603+3.4% | Added |
| MetLife Investment Management | 718,441 | $104.2M | 0.81% | −23,334−3.1% | Reduced |
| Stonegate Investment Group, LLC | 709,937 | $103.0M | 3.74% | +1070.0% | Added |
| Caisse de Depot Et Placement du Quebec | 709,523 | $102.9M | 0.30% | −51,122−6.7% | Reduced |
| DnB Asset Management AS | 700,493 | $101.6M | 0.61% | +5,572+0.8% | Added |
| Forsta Ap-Fonden | 698,000 | $101.2M | 1.13% | −2000.0% | Reduced |
| Manning & Napier Group, LLC | 682,418 | $99.0M | 1.23% | −7,856−1.1% | Reduced |
| Bank of Nova Scotia | 679,598 | $98.6M | 0.26% | +221,750+48.4% | Added |
| AMF Pensionsforsakring AB | 678,680 | $98.4M | 0.96% | +174,783+34.7% | Added |
| Oppenheimer Asset Management Inc. | 672,675 | $97.6M | 1.50% | +6,312+0.9% | Added |
| Atalanta Sosnoff Capital, LLC | 671,243 | $97.3M | 2.89% | +249,617+59.2% | Added |
| Pinnacle Financial Partners Inc | 663,489 | $96.2M | 2.49% | −855−0.1% | Reduced |
| Mawer Investment Management Ltd. | 658,366 | $95.5M | 0.51% | −54,878−7.7% | Reduced |
| Peapack Gladstone Financial Corp | 648,982 | $94.1M | 1.74% | −2,202−0.3% | Reduced |
| Omers Administration Corp | 642,764 | $93.2M | 1.40% | +196,300+44.0% | Added |
| United Capital Financial Advisers, LLC | 639,198 | $92.7M | 0.61% | −35,892−5.3% | Reduced |
| Cooke & Bieler LP | 637,750 | $92.5M | 0.90% | −9,376−1.4% | Reduced |
| Crawford Investment Counsel Inc | 636,913 | $92.4M | 2.00% | −1,431−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 636,409 | $92.3M | 0.43% | +12,236+2.0% | Added |
| LGT Group Foundation | 636,222 | $91.5M | 2.26% | −13,659−2.1% | Reduced |
| Whittier Trust Co | 625,705 | $90.7M | 1.61% | +10,488+1.7% | Added |
| Morningstar Investment Services LLC | 614,239 | $90.7M | 1.16% | −5,027−0.8% | Reduced |
| EP Wealth Advisors, LLC | 624,712 | $90.6M | 1.41% | +324,712+108.2% | Added |
| Williams Jones Wealth Management, LLC. | 618,062 | $89.6M | 1.38% | −17,547−2.8% | Reduced |
| Evercore Wealth Management, LLC | 617,582 | $89.6M | 1.68% | +3,464+0.6% | Added |
| Segall Bryant & Hamill, LLC | 615,079 | $89.2M | 1.03% | −34,740−5.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 613,015 | $88.9M | 1.38% | +25,890+4.4% | Added |
| Agf Management Ltd | 603,312 | $87.5M | 0.62% | −4,599−0.8% | Reduced |
| Virginia Retirement Systems Et Al | 602,638 | $87.4M | 0.86% | +83,500+16.1% | Added |
| Texas Permanent School Fund | 600,467 | $87.1M | 0.85% | −12,310−2.0% | Reduced |
| Federated Hermes, Inc. | 599,062 | $86.9M | 0.23% | +3,889+0.7% | Added |
| Factory Mutual Insurance Co | 593,325 | $86.0M | 1.20% | +25,000+4.4% | Added |
| IFM Investors Pty Ltd | 591,331 | $85.8M | 1.13% | +17,266+3.0% | Added |
| D. E. Shaw & Co., Inc. | 589,450 | $85.5M | 0.14% | +41,867+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 586,367 | $85.0M | 0.88% | −30,440−4.9% | Reduced |
| AXA S.A. | 584,837 | $84.8M | 0.30% | +49,864+9.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 584,320 | $84.7M | 0.70% | +74,663+14.6% | Added |
| Connectus Wealth, LLC | 564,700 | $81.9M | 1.82% | +295+0.1% | Added |
| Colony Group LLC | 558,977 | $81.1M | 1.22% | −9,589−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 557,874 | $80.9M | 0.82% | +35,000+6.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 542,860 | $78.7M | 0.37% | +16,370+3.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 537,855 | $78.0M | 1.81% | +5,700+1.1% | Added |
| Wilkinson Global Asset Management LLC | 535,287 | $77.6M | 5.95% | −3,014−0.6% | Reduced |
| Capital Advisors Inc | 534,393 | $77.5M | 2.03% | +21,044+4.1% | Added |
| Umb Bank N A | 515,396 | $74.7M | 1.20% | −19,045−3.6% | Reduced |
| Candriam Luxembourg S.C.A. | 512,768 | $74.4M | 0.61% | −17,317−3.3% | Reduced |
| Czech National Bank | 507,948 | $73.7M | 1.17% | +162,007+46.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 507,234 | $73.6M | 0.23% | +60,065+13.4% | Added |
| InterOcean Capital Group, LLC | 506,940 | $73.5M | 2.25% | +16,645+3.4% | Added |
| Employees Provident Fund Board | 504,034 | $73.1M | 1.66% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 501,358 | $72.7M | 0.30% | −11,936−2.3% | Reduced |
| Utah Retirement Systems | 497,869 | $72.2M | 1.03% | −4,100−0.8% | Reduced |
| Tiaa Trust, National Association | 495,979 | $71.9M | 0.26% | +495,979 | New |
| Staley Capital Advisers Inc | 490,660 | $71.2M | 3.92% | −841−0.2% | Reduced |
| USS Investment Management Ltd | 487,743 | $70.7M | 0.78% | +11,465+2.4% | Added |
| Brandes Investment Partners, LP | 481,385 | $69.8M | 1.36% | +21,880+4.8% | Added |
| Pinnacle Associates Ltd | 478,659 | $69.4M | 1.29% | −3,316−0.7% | Reduced |
| Commerzbank Aktiengesellschaft | 475,985 | $69.0M | 3.27% | +13,394+2.9% | Added |
| E. Ohman J:or Asset Management AB | 475,580 | $69.0M | 2.60% | +16,756+3.7% | Added |
| Financial Counselors Inc | 475,345 | $68.9M | 1.38% | +5,780+1.2% | Added |
| Impax Asset Management Group plc | 471,487 | $68.4M | 0.31% | −28,932−5.8% | Reduced |
| Cresset Asset Management, LLC | 470,501 | $68.2M | 0.47% | +11,938+2.6% | Added |
| Basswood Capital Management, L.L.C. | 469,496 | $68.1M | 5.17% | 00.0% | Unchanged |
| TCW Group Inc | 469,297 | $68.1M | 0.85% | −100,209−17.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 467,235 | $67.8M | 1.04% | −18,931−3.9% | Reduced |
| Park National Corp | 463,624 | $67.2M | 3.04% | −7,735−1.6% | Reduced |