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 |
|---|---|---|---|---|---|
| Junto Capital Management LP | 939,078 | $159.7M | 3.68% | −208,348−18.2% | Reduced |
| CIBC World Markets Corp | 904,857 | $153.9M | 0.84% | +119,590+15.2% | Added |
| RE Advisers Corp | 899,136 | $152.9M | 3.91% | −56,200−5.9% | Reduced |
| Renaissance Technologies LLC | 893,193 | $151.9M | 0.24% | +893,193 | New |
| Douglas Lane & Associates, LLC | 873,754 | $148.6M | 2.29% | −35,348−3.9% | Reduced |
| LSV Asset Management | 861,500 | $146.5M | 0.32% | +44,700+5.5% | Added |
| Teacher Retirement System of Texas | 837,016 | $142.4M | 0.97% | −72,485−8.0% | Reduced |
| First Financial Bankshares Inc | 834,843 | $142.0M | 3.41% | +834,843 | New |
| Skandinaviska Enskilda Banken AB (publ) | 829,767 | $141.4M | 0.82% | +36,674+4.6% | Added |
| Kovitz Investment Group Partners, LLC | 830,867 | $141.3M | 2.34% | −10,811−1.3% | Reduced |
| Captrust Financial Advisors | 826,851 | $140.6M | 0.48% | +80,881+10.8% | Added |
| Bartlett & Co. Wealth Management LLC | 821,117 | $139.8M | 2.27% | +2,427+0.3% | Added |
| Bartlett & Co. LLC | 821,117 | $139.8M | 2.27% | +2,427+0.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 820,968 | $139.6M | 1.39% | +795,488+3,122.0% | Added |
| Arizona State Retirement System | 817,609 | $139.1M | 1.06% | −9,552−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 815,501 | $138.7M | 2.58% | +37,267+4.8% | Added |
| Penserra Capital Management LLC | 812,140 | $138.1M | 2.60% | −173,221−17.6% | Reduced |
| MML Investors Services, LLC | 811,614 | $138.1M | 0.64% | +92,601+12.9% | Added |
| Employees Retirement System of Texas | 793,070 | $134.9M | 1.58% | +49,300+6.6% | Added |
| State of Michigan Retirement System | 791,531 | $134.6M | 0.80% | −5,100−0.6% | Reduced |
| Quilter Plc | 780,876 | $132.7M | 4.48% | +1,045+0.1% | Added |
| Calamos Advisors LLC | 775,446 | $131.9M | 0.68% | −5,462−0.7% | Reduced |
| Tredje AP-fonden | 775,431 | $131.9M | 1.65% | +30,290+4.1% | Added |
| Ferguson Wellman Capital Management, Inc | 774,421 | $131.7M | 2.95% | +9,399+1.2% | Added |
| Gateway Investment Advisers LLC | 770,211 | $131.0M | 1.53% | −1,006−0.1% | Reduced |
| AQR Capital Management LLC | 767,624 | $130.6M | 0.25% | −14,958−1.9% | Reduced |
| Sarasin & Partners LLP | 766,139 | $130.3M | 1.43% | +17,732+2.4% | Added |
| James Hambro & Partners | 762,102 | $129.7M | 6.91% | +25,831+3.5% | Added |
| Allspring Global Investments Holdings, LLC | 751,289 | $127.8M | 0.21% | −141,974−15.9% | Reduced |
| ProShare Advisors LLC | 747,104 | $127.1M | 0.39% | −43,286−5.5% | Reduced |
| SEI Investments Co | 739,872 | $125.8M | 0.20% | +19,646+2.7% | Added |
| American International Group, Inc. | 734,322 | $124.9M | 0.51% | −10,132−1.4% | Reduced |
| Pinebridge Investments, L.P. | 727,530 | $123.8M | 1.15% | −80,037−9.9% | Reduced |
| Welch & Forbes LLC | 722,717 | $122.9M | 1.86% | −3,361−0.5% | Reduced |
| Stonegate Investment Group, LLC | 709,641 | $120.7M | 4.00% | −2960.0% | Reduced |
| MetLife Investment Management | 701,747 | $119.4M | 0.86% | −16,694−2.3% | Reduced |
| Amalgamated Bank | 700,285 | $119.1M | 0.95% | −34,517−4.7% | Reduced |
| Oppenheimer Asset Management Inc. | 673,226 | $114.5M | 1.59% | +551+0.1% | Added |
| D. E. Shaw & Co., Inc. | 671,816 | $114.3M | 0.16% | +82,366+14.0% | Added |
| Forsta Ap-Fonden | 668,500 | $113.7M | 1.15% | −29,500−4.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 664,846 | $113.1M | 2.92% | −6,397−1.0% | Reduced |
| LGT Group Foundation | 658,594 | $112.2M | 2.48% | +22,372+3.5% | Added |
| Federated Hermes, Inc. | 656,836 | $111.7M | 0.28% | +57,774+9.6% | Added |
| Peapack Gladstone Financial Corp | 639,619 | $108.8M | 1.83% | −9,363−1.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 639,319 | $108.7M | 0.28% | −70,204−9.9% | Reduced |
| Pinnacle Financial Partners Inc | 637,423 | $108.4M | 2.57% | −26,066−3.9% | Reduced |
| EP Wealth Advisors, LLC | 636,604 | $108.3M | 1.38% | +11,892+1.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 633,093 | $107.7M | 0.78% | +48,773+8.3% | Added |
| Crawford Investment Counsel Inc | 627,225 | $106.7M | 2.14% | −9,688−1.5% | Reduced |
| Whittier Trust Co | 626,794 | $106.6M | 1.73% | +1,089+0.2% | Added |
| Evercore Wealth Management, LLC | 625,375 | $106.4M | 1.78% | +7,793+1.3% | Added |
| Cooke & Bieler LP | 619,267 | $105.3M | 0.93% | −18,483−2.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 618,481 | $105.2M | 1.38% | +5,466+0.9% | Added |
| AXA S.A. | 617,369 | $105.0M | 0.34% | +32,532+5.6% | Added |
| Capital Advisors Inc | 608,857 | $103.6M | 2.32% | +74,464+13.9% | Added |
| AE Wealth Management LLC | 597,583 | $103.0M | 0.53% | +134,025+28.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 602,650 | $102.5M | 0.44% | −33,759−5.3% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 317,953 | $102.5M | 1.41% | +317,953 | New |
| Public Sector Pension Investment Board | 601,625 | $102.3M | 0.78% | −223,324−27.1% | Reduced |
| Consulta Ltd | 600,000 | $102.1M | 6.72% | −150,000−20.0% | Reduced |
| Agf Management Ltd | 599,413 | $102.0M | 0.60% | −3,899−0.6% | Reduced |
| Squarepoint Ops LLC | 597,491 | $101.6M | 0.41% | −209,466−26.0% | Reduced |
| Barr E S & Co | 597,053 | $101.6M | 6.89% | −156,691−20.8% | Reduced |
| Texas Permanent School Fund | 596,903 | $101.5M | 0.88% | −3,564−0.6% | Reduced |
| Manning & Napier Group, LLC | 596,646 | $101.5M | 1.21% | −85,772−12.6% | Reduced |
| Factory Mutual Insurance Co | 593,325 | $100.9M | 1.25% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 590,838 | $100.5M | 0.51% | −67,528−10.3% | Reduced |
| IFM Investors Pty Ltd | 589,990 | $100.4M | 1.22% | −1,341−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 585,096 | $99.5M | 1.39% | −32,966−5.3% | Reduced |
| Zurich Insurance Group Ltd | 577,715 | $98.3M | 1.00% | −441,874−43.3% | Reduced |
| Investment Management Corp of Ontario | 572,026 | $97.3M | 2.38% | +169,020+41.9% | Added |
| Nissay Asset Management Corp | 560,034 | $95.3M | 0.77% | −214,965−27.7% | Reduced |
| Colony Group, LLC | 556,793 | $94.7M | 1.24% | +556,793 | New |
| Connectus Wealth, LLC | 556,633 | $94.7M | 1.94% | −8,067−1.4% | Reduced |
| Actiam N.V. | 622,006 | $94.1M | 3.90% | +622,006 | New |
| Capitolis Liquid Global Markets LLC | 550,000 | $93.6M | 3.85% | +550,000 | New |
| Man Group plc | 547,151 | $93.1M | 0.27% | – | – |
| Teachers Retirement System of the State of Kentucky | 544,270 | $92.6M | 0.86% | −13,604−2.4% | Reduced |
| Swiss Life Asset Management Ltd | 537,872 | $91.6M | 1.10% | +162,550+43.3% | Added |
| Wilkinson Global Asset Management LLC | 534,324 | $90.9M | 6.27% | −963−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 531,067 | $90.3M | 0.85% | −55,300−9.4% | Reduced |
| InterOcean Capital Group, LLC | 525,125 | $89.3M | 2.40% | +18,185+3.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 515,755 | $87.7M | 0.24% | +8,521+1.7% | Added |
| Umb Bank N A | 507,313 | $86.3M | 1.26% | −8,083−1.6% | Reduced |
| Czech National Bank | 506,428 | $86.1M | 1.23% | −1,520−0.3% | Reduced |
| Utah Retirement Systems | 500,869 | $85.2M | 1.09% | +3,000+0.6% | Added |
| Brandes Investment Partners, LP | 500,332 | $85.1M | 1.29% | +18,947+3.9% | Added |
| Tiaa Trust, National Association | 498,314 | $84.8M | 0.28% | +2,335+0.5% | Added |
| Mercer Global Advisors Inc | 498,235 | $84.8M | 0.25% | +99,210+24.9% | Added |
| Capital International Inc | 496,478 | $84.5M | 1.32% | +64,402+14.9% | Added |
| Staley Capital Advisers Inc | 493,543 | $84.0M | 4.18% | +2,883+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 492,136 | $83.7M | 0.37% | −50,724−9.3% | Reduced |
| Candriam Luxembourg S.C.A. | 490,863 | $83.5M | 0.58% | −21,905−4.3% | Reduced |
| TCW Group Inc | 490,714 | $83.5M | 0.93% | +21,417+4.6% | Added |
| Commerzbank Aktiengesellschaft | 486,563 | $82.8M | 3.29% | +10,578+2.2% | Added |
| United Capital Financial Advisers, LLC | 485,325 | $82.6M | 0.69% | −153,873−24.1% | Reduced |
| Kestra Advisory Services, LLC | 483,813 | $82.3M | 0.67% | +27,856+6.1% | Added |
| Cresset Asset Management, LLC | 483,211 | $82.2M | 0.50% | +12,710+2.7% | Added |
| Pinnacle Associates Ltd | 478,369 | $81.4M | 1.37% | −290−0.1% | Reduced |
| Sculptor Capital LP | 477,300 | $81.2M | 2.04% | +477,300 | New |