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, Q4 2023
Institutional positions in JPMorgan Chase & Co as of Dec 31, 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
- 4,001
- +355 vs. Q3 2023
- Shares held
- 2.07B
- +27.1M (+1.3%) vs. Q3 2023
- Total value
- $351.8B
- +$55.6B (+18.8%) vs. Q3 2023
- New holders
- 458
- 1,575 more added
- Sold out
- 103
- 1,643 more reduced
65 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,426,004 | $46.3B | 1.01% | +74,9400.0% | Added |
| BlackRock Inc. | 191,756,566 | $32.6B | 0.83% | +2,274,303+1.2% | Added |
| State Street Corp | 125,159,471 | $21.3B | 1.04% | +3,192,375+2.6% | Added |
| Morgan Stanley | 64,841,197 | $11.0B | 0.97% | +1,899,854+3.0% | Added |
| Geode Capital Management, LLC | 55,324,255 | $9.39B | 0.98% | +998,063+1.8% | Added |
| FMR LLC | 52,605,082 | $8.95B | 0.69% | +3,187,443+6.5% | Added |
| Bank of America Corp | 51,065,459 | $8.69B | 0.99% | −1,910,155−3.6% | Reduced |
| Capital International Investors | 41,516,695 | $7.06B | 1.58% | +2,128,478+5.4% | Added |
| Wellington Management Group LLP | 39,616,318 | $6.74B | 1.26% | −2,805,393−6.6% | Reduced |
| Norges Bank | 35,372,595 | $6.02B | 1.05% | +709,205+2.0% | Added |
| Capital World Investors | 34,271,199 | $5.83B | 1.04% | −2,994,554−8.0% | Reduced |
| Price T Rowe Associates Inc | 32,103,099 | $5.46B | 0.73% | +783,811+2.5% | Added |
| Northern Trust Corp | 31,959,947 | $5.44B | 0.98% | −1,129,363−3.4% | Reduced |
| Massachusetts Financial Services Co | 29,498,573 | $5.02B | 1.62% | −1,074,640−3.5% | Reduced |
| Bank of New York Mellon Corp | 28,813,913 | $4.90B | 0.99% | −311,904−1.1% | Reduced |
| Wells Fargo & Company | 24,965,329 | $4.25B | 1.20% | +185,929+0.8% | Added |
| Ameriprise Financial Inc | 23,713,332 | $4.04B | 1.21% | −11,3440.0% | Reduced |
| Royal Bank of Canada | 23,193,345 | $3.95B | 0.98% | +604,416+2.7% | Added |
| Dimensional Fund Advisors LP | 21,338,704 | $3.63B | 1.06% | +695,502+3.4% | Added |
| Charles Schwab Investment Management Inc | 20,170,399 | $3.39B | 0.86% | +154,426+0.8% | Added |
| Legal & General Group Plc | 18,879,697 | $3.21B | 1.00% | +133,062+0.7% | Added |
| Goldman Sachs Group Inc | 18,112,317 | $3.08B | 0.68% | −92,564−0.5% | Reduced |
| Nuveen Asset Management, LLC | 16,556,482 | $2.82B | 0.91% | +447,103+2.8% | Added |
| UBS Group AG | 16,088,029 | $2.74B | 1.10% | +471,407+3.0% | Added |
| Invesco Ltd. | 14,624,455 | $2.49B | 0.59% | +79,397+0.5% | Added |
| Capital Research Global Investors | 13,947,673 | $2.37B | 0.58% | −705,141−4.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,869,044 | $2.19B | 2.90% | −263,202−2.0% | Reduced |
| Deutsche Bank AG | 12,809,135 | $2.18B | 1.11% | −516,271−3.9% | Reduced |
| Franklin Resources Inc | 12,626,508 | $2.15B | 1.00% | −1,276,421−9.2% | Reduced |
| Fisher Asset Management, LLC | 11,836,898 | $2.01B | 1.06% | +450,098+4.0% | Added |
| UBS Asset Management Americas Inc | 11,816,508 | $2.01B | 0.79% | +404,802+3.5% | Added |
| Neuberger Berman Group LLC | 10,379,211 | $1.77B | 1.54% | −1,898,973−15.5% | Reduced |
| Raymond James & Associates | 9,116,168 | $1.55B | 1.16% | +243,422+2.7% | Added |
| Boston Partners | 9,093,169 | $1.55B | 2.05% | −215,253−2.3% | Reduced |
| Barclays PLC | 8,634,552 | $1.47B | 0.76% | +797,536+10.2% | Added |
| Arrowstreet Capital, Limited Partnership | 8,603,095 | $1.46B | 1.53% | +2,842,075+49.3% | Added |
| Sanders Capital, LLC | 8,009,508 | $1.36B | 2.52% | +246,158+3.2% | Added |
| Janus Henderson Group PLC | 7,863,029 | $1.34B | 0.80% | −123,625−1.5% | Reduced |
| Clearbridge Investments, LLC | 7,717,238 | $1.31B | 1.13% | −104,574−1.3% | Reduced |
| Bank of Montreal | 7,603,299 | $1.30B | 0.70% | −325,472−4.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,506,096 | $1.28B | 0.94% | −181,433−2.4% | Reduced |
| Alliancebernstein L.P. | 7,192,705 | $1.22B | 0.47% | −265,433−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 7,155,911 | $1.22B | 0.96% | +15,843+0.2% | Added |
| HSBC Holdings PLC | 6,699,380 | $1.14B | 1.05% | −161,065−2.3% | Reduced |
| Envestnet Asset Management Inc | 6,455,724 | $1.10B | 0.45% | +333,322+5.4% | Added |
| California Public Employees Retirement System | 6,454,646 | $1.10B | 0.83% | −857,523−11.7% | Reduced |
| Bessemer Group Inc | 6,206,429 | $1.06B | 2.06% | −314,462−4.8% | Reduced |
| Principal Financial Group Inc | 6,099,267 | $1.04B | 0.66% | −54,423−0.9% | Reduced |
| Baird Financial Group, Inc. | 5,607,169 | $953.8M | 2.17% | +329,139+6.2% | Added |
| Unisphere Establishment | 5,600,000 | $952.6M | 9.85% | +5,600,000 | New |
| Rhumbline Advisers | 5,582,636 | $949.6M | 1.00% | −77,889−1.4% | Reduced |
| Schroder Investment Management Group | 5,104,331 | $868.2M | 1.13% | +124,811+2.5% | Added |
| Credit Suisse AG | 4,801,968 | $816.8M | 0.80% | −428,688−8.2% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 4,723,504 | $803.5M | 8.57% | +4,500+0.1% | Added |
| Amundi | 4,688,012 | $800.1M | 0.36% | +352,195+8.1% | Added |
| California State Teachers Retirement System | 4,669,412 | $794.3M | 1.10% | +20,815+0.4% | Added |
| Citadel Advisors LLC | 4,547,825 | $773.6M | 0.78% | −588,612−11.5% | Reduced |
| Primecap Management Co | 4,524,046 | $769.5M | 0.61% | −824,900−15.4% | Reduced |
| TD Asset Management Inc | 4,475,574 | $761.3M | 0.75% | +756,220+20.3% | Added |
| National Pension Service | 4,464,974 | $759.5M | 1.06% | +87,000+2.0% | Added |
| Stifel Financial Corp | 4,332,777 | $737.0M | 0.93% | +64,313+1.5% | Added |
| New York State Common Retirement Fund | 4,331,140 | $736.7M | 1.02% | −374,548−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,294,121 | $730.4M | 1.19% | +2,322+0.1% | Added |
| American Century Companies Inc | 4,246,194 | $722.3M | 0.50% | −211,930−4.8% | Reduced |
| JPMorgan Chase & Co | 4,211,667 | $716.4M | 0.07% | −494,591−10.5% | Reduced |
| National Bank of Canada | 4,142,984 | $712.8M | 1.30% | +719,060+21.0% | Added |
| Ensign Peak Advisors, Inc | 4,084,615 | $694.8M | 1.38% | −117,017−2.8% | Reduced |
| US Bancorp | 4,018,295 | $683.5M | 1.01% | −14,233−0.4% | Reduced |
| Davis Selected Advisers | 3,993,234 | $679.2M | 3.84% | −143,951−3.5% | Reduced |
| Public Investment Fund | 3,851,053 | $655.1M | 1.86% | 00.0% | Unchanged |
| Swedbank AB | 3,711,707 | $631.4M | 1.02% | +87,220+2.4% | Added |
| Fayez Sarofim & Co | 3,579,418 | $626.4M | 1.91% | −824,873−18.7% | Reduced |
| Putnam Investments LLC | 3,638,999 | $619.0M | 0.82% | +69,723+2.0% | Added |
| CI Private Wealth, LLC | 3,532,454 | $600.9M | 1.11% | +558,446+18.8% | Added |
| APG Asset Management N.V. | 3,803,086 | $585.6M | 1.14% | −66,031−1.7% | Reduced |
| FIL Ltd | 3,397,290 | $577.9M | 0.61% | −185,246−5.2% | Reduced |
| DekaBank Deutsche Girozentrale | 3,395,061 | $577.6M | 1.19% | +166,584+5.2% | Added |
| 1832 Asset Management L.P. | 3,338,608 | $567.9M | 1.07% | +1,214,986+57.2% | Added |
| Manufacturers Life Insurance Company, The | 3,219,342 | $547.6M | 0.33% | +56,840+1.8% | Added |
| CIBC Private Wealth Group, LLC | 3,215,505 | $547.0M | 1.16% | −49,214−1.5% | Reduced |
| Voya Investment Management LLC | 3,173,103 | $539.7M | 0.56% | −121,346−3.7% | Reduced |
| Prudential Financial Inc | 3,208,270 | $538.4M | 0.81% | −423,248−11.7% | Reduced |
| LPL Financial LLC | 3,143,993 | $534.8M | 0.32% | +144,633+4.8% | Added |
| HighTower Advisors, LLC | 3,116,208 | $530.4M | 0.89% | +29,459+1.0% | Added |
| Bank of Nova Scotia | 3,009,958 | $512.0M | 0.96% | +2,330,360+342.9% | Added |
| State Board of Administration of Florida Retirement System | 3,006,368 | $511.4M | 1.07% | +77,431+2.6% | Added |
| Victory Capital Management Inc | 3,003,422 | $510.9M | 0.54% | +260,916+9.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,981,381 | $510.8M | 0.90% | +165,576+5.9% | Added |
| Allianz Asset Management GmbH | 2,952,733 | $502.3M | 0.93% | +304,991+11.5% | Added |
| Citigroup Inc | 2,927,958 | $498.0M | 0.66% | −245,131−7.7% | Reduced |
| Truist Financial Corp | 2,926,730 | $497.8M | 0.79% | −79,940−2.7% | Reduced |
| New York State Teachers Retirement System | 2,923,149 | $497.2M | 1.11% | −107,624−3.6% | Reduced |
| Mackenzie Financial Corp | 2,919,820 | $496.7M | 0.75% | −60,598−2.0% | Reduced |
| Canada Pension Plan Investment Board | 2,914,619 | $495.8M | 0.63% | +151,234+5.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,815,151 | $478.9M | 1.69% | +1,207,872+75.2% | Added |
| Adage Capital Partners GP, L.L.C. | 2,809,766 | $477.9M | 0.99% | −82,300−2.8% | Reduced |
| Korea Investment CORP | 2,749,450 | $467.7M | 1.23% | −32,167−1.2% | Reduced |
| Capital Wealth Planning, LLC | 2,748,515 | $467.5M | 5.35% | −182,195−6.2% | Reduced |
| Nordea Investment Management AB | 2,690,167 | $458.2M | 0.58% | −100,053−3.6% | Reduced |
| Storebrand Asset Management AS | 2,605,477 | $443.2M | 1.60% | +1,061,991+68.8% | Added |