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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 2,563,990 | $436.1M | 0.79% | +227,327+9.7% | Added |
| Toronto Dominion Bank | 2,485,822 | $422.8M | 0.61% | −6430.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,463,699 | $419.1M | 1.02% | +1,156,723+88.5% | Added |
| Rathbone Brothers plc | 2,434,170 | $414.1M | 2.67% | +33,951+1.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,368,636 | $402.9M | 1.44% | −20,690−0.9% | Reduced |
| Great West Life Assurance Co | 2,333,340 | $395.4M | 0.87% | +104,686+4.7% | Added |
| Standard Life Aberdeen plc | 2,288,745 | $389.3M | 0.84% | +561,844+32.5% | Added |
| Fifth Third Bancorp | 2,282,565 | $388.3M | 1.65% | −10,890−0.5% | Reduced |
| Jennison Associates LLC | 2,260,149 | $384.5M | 0.29% | +428,204+23.4% | Added |
| Lord, Abbett & Co. LLC | 2,255,458 | $383.7M | 1.35% | −100,049−4.2% | Reduced |
| Mariner, LLC | 2,229,943 | $379.3M | 0.90% | +285,331+14.7% | Added |
| Royal London Asset Management Ltd | 2,225,921 | $378.6M | 1.08% | +57,344+2.6% | Added |
| Blair William & Co | 2,215,395 | $376.8M | 1.28% | +41,885+1.9% | Added |
| King Luther Capital Management Corp | 2,164,908 | $368.3M | 1.77% | −97,381−4.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,222,047 | $366.4M | 1.63% | +98,897+4.7% | Added |
| M&T Bank Corp | 2,051,288 | $348.9M | 1.28% | −9,728−0.5% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,023,369 | $344.2M | 3.51% | −75,056−3.6% | Reduced |
| Cincinnati Insurance Co | 2,012,000 | $342.2M | 6.16% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 1,974,337 | $335.8M | 2.70% | −111,792−5.4% | Reduced |
| Natixis Advisors, L.P. | 1,950,699 | $331.8M | 0.87% | +247,891+14.6% | Added |
| Marshall Wace, LLP | 1,900,357 | $323.3M | 0.62% | −802,458−29.7% | Reduced |
| Thrivent Financial for Lutherans | 1,899,683 | $323.1M | 0.70% | −72,770−3.7% | Reduced |
| Susquehanna International Group, LLP | 1,872,568 | $318.5M | 0.54% | −583,496−23.8% | Reduced |
| Huntington National Bank | 1,865,446 | $317.3M | 2.89% | −8,316−0.4% | Reduced |
| First Trust Advisors LP | 1,824,441 | $310.3M | 0.34% | −52,738−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 1,806,540 | $307.3M | 0.56% | −13,502−0.7% | Reduced |
| Keybank National Association | 1,805,361 | $307.1M | 1.36% | −29,704−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,786,018 | $303.8M | 1.02% | −49,885−2.7% | Reduced |
| Russell Investments Group, Ltd. | 1,777,588 | $302.4M | 0.54% | +134,824+8.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,773,848 | $301.7M | 0.71% | −108,190−5.7% | Reduced |
| Pzena Investment Management LLC | 1,768,274 | $300.8M | 1.13% | −14,331−0.8% | Reduced |
| Janney Montgomery Scott LLC | 1,763,717 | $300.0M | 0.97% | +12,070+0.7% | Added |
| Mairs & Power Inc | 1,727,101 | $293.8M | 3.10% | +41,810+2.5% | Added |
| KBC Group NV | 1,712,901 | $291.4M | 1.03% | +6290.0% | Added |
| Macquarie Group Ltd | 1,683,540 | $285.9M | 0.33% | −77,381−4.4% | Reduced |
| Thornburg Investment Management Inc | 1,662,106 | $282.7M | 4.08% | −73,858−4.3% | Reduced |
| Brave Warrior Advisors, LLC | 1,656,158 | $281.7M | 6.72% | −7,382−0.4% | Reduced |
| State of New Jersey Common Pension Fund D | 1,652,573 | $281.1M | 0.94% | −3,895−0.2% | Reduced |
| Haverford Trust Co | 1,614,895 | $274.7M | 3.05% | −145,454−8.3% | Reduced |
| Ci Investments Inc. | 1,611,949 | $274.2M | 1.42% | −56,528−3.4% | Reduced |
| State of Wisconsin Investment Board | 1,600,315 | $272.2M | 0.77% | −42,292−2.6% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,562,174 | $265.7M | 2.24% | +362,100+30.2% | Added |
| Pictet Asset Management Holding SA | 1,562,138 | $265.7M | 0.29% | +75,290+5.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,549,539 | $263.6M | 0.77% | +44,844+3.0% | Added |
| Public Employees Retirement Association of Colorado | 1,518,969 | $258.4M | 1.19% | −13,623−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,512,411 | $257.3M | 1.03% | +3,268+0.2% | Added |
| Panagora Asset Management Inc | 1,464,530 | $249.1M | 1.39% | +276,389+23.3% | Added |
| Epoch Investment Partners, Inc. | 1,409,962 | $239.8M | 1.09% | −32,420−2.2% | Reduced |
| Aviva PLC | 1,405,905 | $239.1M | 0.86% | +93,935+7.2% | Added |
| STRS Ohio | 1,397,598 | $237.7M | 0.99% | −57,256−3.9% | Reduced |
| Asset Management One Co.,Ltd. | 1,389,900 | $236.7M | 0.95% | −21,079−1.5% | Reduced |
| Smead Capital Management, Inc. | 1,391,211 | $236.6M | 4.24% | +9,782+0.7% | Added |
| Scotia Capital Inc. | 1,376,819 | $234.2M | 1.51% | −8,465−0.6% | Reduced |
| ACR Alpine Capital Research, LLC | 1,372,428 | $233.5M | 7.89% | −8,031−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,362,369 | $231.9M | 0.41% | −410,743−23.2% | Reduced |
| Brown Advisory Inc | 1,332,012 | $226.6M | 0.32% | −2,947−0.2% | Reduced |
| Cerity Partners LLC | 2,246,582 | $224.3M | 0.75% | +1,366,360+155.2% | Added |
| Cullen Capital Management LLC | 1,293,663 | $220.1M | 3.26% | −556,740−30.1% | Reduced |
| Glenmede Trust Co NA | 1,284,338 | $218.5M | 1.13% | −4,354−0.3% | Reduced |
| Treasurer of the State of North Carolina | 1,281,719 | $218.0M | 1.05% | +12,520+1.0% | Added |
| State of Tennessee, Treasury Department | 1,277,963 | $217.4M | 0.85% | −167,422−11.6% | Reduced |
| Comerica Bank | 1,273,048 | $216.5M | 1.00% | +5,593+0.4% | Added |
| Loomis Sayles & Co L P | 1,262,434 | $214.7M | 0.33% | +2880.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,237,378 | $210.5M | 0.81% | +39,119+3.3% | Added |
| Commerce Bank | 1,231,959 | $209.6M | 1.49% | −11,523−0.9% | Reduced |
| Boston Trust Walden Corp | 1,231,724 | $209.5M | 1.58% | −5,806−0.5% | Reduced |
| Morningstar Investment Services LLC | 1,214,819 | $206.9M | 1.17% | +600,580+97.8% | Added |
| DnB Asset Management AS | 1,210,200 | $205.9M | 1.07% | +509,707+72.8% | Added |
| Davenport & Co LLC | 1,201,432 | $204.3M | 1.41% | −5,705−0.5% | Reduced |
| Granite Bay Wealth Management, LLC | 1,324,858 | $201.0M | 1.80% | +262,515+24.7% | Added |
| Regions Financial Corp | 1,181,662 | $201.0M | 1.66% | −35,700−2.9% | Reduced |
| Great Lakes Advisors, LLC | 1,178,393 | $200.4M | 1.91% | −346,077−22.7% | Reduced |
| Bahl & Gaynor Inc | 1,174,543 | $199.8M | 1.20% | −32,461−2.7% | Reduced |
| Los Angeles Capital Management LLC | 1,171,696 | $199.3M | 0.74% | +121,407+11.6% | Added |
| Omers Administration Corp | 1,166,064 | $198.3M | 2.50% | +523,300+81.4% | Added |
| CIBC World Markets Inc. | 1,157,997 | $197.0M | 0.56% | −280,498−19.5% | Reduced |
| Balyasny Asset Management LLC | 1,149,372 | $195.5M | 0.54% | +118,819+11.5% | Added |
| Handelsbanken Fonder AB | 1,149,088 | $195.5M | 0.95% | +66,383+6.1% | Added |
| Jarislowsky, Fraser Ltd | 1,145,563 | $194.9M | 1.15% | −2,967−0.3% | Reduced |
| Nomura Asset Management Co Ltd | 1,135,550 | $193.2M | 0.80% | −14,351−1.2% | Reduced |
| Empower Advisory Group, LLC | 1,127,250 | $191.7M | 0.75% | +16,000+1.4% | Added |
| Zacks Investment Management | 1,108,873 | $188.6M | 2.32% | −47,756−4.1% | Reduced |
| AMF Pensionsforsakring AB | 1,085,072 | $184.6M | 1.58% | +406,392+59.9% | Added |
| Kames Capital plc | 1,072,836 | $182.6M | 2.91% | +1,072,836 | New |
| Bradley Foster & Sargent Inc | 1,070,027 | $182.0M | 3.54% | +6,403+0.6% | Added |
| Eagle Asset Management Inc | 1,057,533 | $179.9M | 0.96% | +4,988+0.5% | Added |
| Capital Group Private Client Services, Inc. | 1,029,509 | $175.1M | 1.81% | −55,015−5.1% | Reduced |
| Creative Planning | 1,028,610 | $175.0M | 0.32% | −119,086−10.4% | Reduced |
| Paralel Advisors LLC | 1,028,000 | $174.9M | 8.95% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 1,024,730 | $174.3M | 0.74% | +49,600+5.1% | Added |
| Retirement Systems of Alabama | 994,111 | $169.1M | 0.72% | −19,944−2.0% | Reduced |
| Bristol John W & Co Inc | 986,779 | $167.9M | 3.09% | −49,988−4.8% | Reduced |
| Nisa Investment Advisors, LLC | 984,990 | $167.5M | 1.19% | −19,836−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 977,688 | $166.3M | 0.19% | +11,540+1.2% | Added |
| Clark Capital Management Group, Inc. | 969,232 | $164.9M | 1.35% | −59,014−5.7% | Reduced |
| UniSuper Management Pty Ltd | 961,573 | $163.6M | 1.81% | +174,460+22.2% | Added |
| Westwood Holdings Group Inc. | 958,096 | $163.0M | 1.38% | +24,293+2.6% | Added |
| M&G Investment Management Ltd | 955,910 | $162.5M | 0.98% | −116,715−10.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 955,799 | $161.5M | 0.33% | −4,333−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 860,649 | $161.4M | 1.50% | +2,531+0.3% | Added |