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, Q1 2024
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2024. 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
- 4,120
- +172 vs. Q4 2023
- Shares held
- 2.07B
- +9.82M (+0.5%) vs. Q4 2023
- Total value
- $414.5B
- +$64.0B (+18.3%) vs. Q4 2023
- New holders
- 255
- 1,623 more added
- Sold out
- 83
- 1,862 more reduced
53 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 271,077,070 | $54.3B | 1.08% | −1,348,934−0.5% | Reduced |
| BlackRock Inc. | 196,122,719 | $39.3B | 0.92% | +4,366,153+2.3% | Added |
| State Street Corp | 125,849,413 | $25.2B | 1.13% | +689,942+0.6% | Added |
| Morgan Stanley | 66,729,367 | $13.4B | 1.07% | +1,888,170+2.9% | Added |
| Geode Capital Management, LLC | 56,909,782 | $11.4B | 1.05% | +1,585,527+2.9% | Added |
| FMR LLC | 55,364,821 | $11.1B | 0.74% | +2,759,739+5.2% | Added |
| Bank of America Corp | 51,021,749 | $10.2B | 1.01% | −43,710−0.1% | Reduced |
| Capital International Investors | 42,294,992 | $8.47B | 1.72% | +778,297+1.9% | Added |
| Wellington Management Group LLP | 38,975,497 | $7.81B | 1.38% | −640,821−1.6% | Reduced |
| Norges Bank | 36,740,801 | $7.36B | 1.16% | +1,368,206+3.9% | Added |
| Capital World Investors | 34,422,011 | $6.89B | 1.14% | +150,812+0.4% | Added |
| Price T Rowe Associates Inc | 31,484,069 | $6.31B | 0.77% | −619,030−1.9% | Reduced |
| Northern Trust Corp | 30,776,053 | $6.16B | 1.07% | −1,183,894−3.7% | Reduced |
| Massachusetts Financial Services Co | 28,831,194 | $5.77B | 1.73% | −667,379−2.3% | Reduced |
| Bank of New York Mellon Corp | 27,894,605 | $5.59B | 1.07% | −919,308−3.2% | Reduced |
| Royal Bank of Canada | 26,004,760 | $5.21B | 1.27% | +2,811,415+12.1% | Added |
| Wells Fargo & Company | 24,938,604 | $5.00B | 1.32% | −26,725−0.1% | Reduced |
| Ameriprise Financial Inc | 23,613,272 | $4.73B | 1.30% | −100,060−0.4% | Reduced |
| Dimensional Fund Advisors LP | 21,656,369 | $4.34B | 1.17% | +317,665+1.5% | Added |
| Charles Schwab Investment Management Inc | 20,226,537 | $4.00B | 0.92% | +56,138+0.3% | Added |
| Legal & General Group Plc | 18,788,133 | $3.76B | 1.08% | −91,564−0.5% | Reduced |
| UBS Group AG | 17,595,944 | $3.52B | 1.16% | +1,507,915+9.4% | Added |
| Capital Research Global Investors | 17,200,124 | $3.45B | 0.78% | +3,252,451+23.3% | Added |
| Nuveen Asset Management, LLC | 17,132,623 | $3.43B | 1.02% | +576,141+3.5% | Added |
| Goldman Sachs Group Inc | 16,373,349 | $3.28B | 0.69% | −1,738,968−9.6% | Reduced |
| Franklin Resources Inc | 14,649,979 | $2.93B | 0.93% | +2,023,471+16.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,843,894 | $2.77B | 3.16% | +974,850+7.6% | Added |
| Invesco Ltd. | 13,232,612 | $2.65B | 0.57% | −1,391,843−9.5% | Reduced |
| Deutsche Bank AG | 12,942,751 | $2.59B | 1.21% | +133,616+1.0% | Added |
| Fisher Asset Management, LLC | 12,253,382 | $2.45B | 1.15% | +416,484+3.5% | Added |
| UBS Asset Management Americas Inc | 11,619,791 | $2.33B | 0.83% | −196,717−1.7% | Reduced |
| Barclays PLC | 11,023,915 | $2.21B | 1.00% | +2,389,363+27.7% | Added |
| Neuberger Berman Group LLC | 10,220,725 | $2.05B | 1.69% | −158,486−1.5% | Reduced |
| Raymond James & Associates | 9,320,640 | $1.87B | 1.27% | +204,472+2.2% | Added |
| Boston Partners | 9,057,827 | $1.81B | 2.16% | −35,342−0.4% | Reduced |
| Bank of Montreal | 8,787,415 | $1.75B | 0.91% | +1,184,116+15.6% | Added |
| Sanders Capital, LLC | 8,065,462 | $1.62B | 2.70% | +55,954+0.7% | Added |
| HSBC Holdings PLC | 7,786,027 | $1.56B | 1.11% | +1,086,647+16.2% | Added |
| Clearbridge Investments, LLC | 7,557,077 | $1.51B | 1.20% | −160,161−2.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,251,851 | $1.45B | 1.00% | −254,245−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 7,193,854 | $1.44B | 1.33% | −1,409,241−16.4% | Reduced |
| Envestnet Asset Management Inc | 7,129,128 | $1.43B | 0.53% | +673,404+10.4% | Added |
| The PNC Financial Services Group, Inc. | 7,076,207 | $1.42B | 0.99% | −79,704−1.1% | Reduced |
| Janus Henderson Group PLC | 7,026,491 | $1.41B | 0.77% | −836,538−10.6% | Reduced |
| Alliancebernstein L.P. | 6,540,332 | $1.31B | 0.46% | −652,373−9.1% | Reduced |
| California Public Employees Retirement System | 6,354,293 | $1.27B | 0.90% | −100,353−1.6% | Reduced |
| Bessemer Group Inc | 5,963,807 | $1.19B | 2.16% | −242,622−3.9% | Reduced |
| Principal Financial Group Inc | 5,888,868 | $1.18B | 0.69% | −210,399−3.4% | Reduced |
| Baird Financial Group, Inc. | 5,703,231 | $1.14B | 2.40% | +96,062+1.7% | Added |
| Unisphere Establishment | 5,675,000 | $1.14B | 11.48% | +75,000+1.3% | Added |
| Rhumbline Advisers | 5,506,135 | $1.10B | 1.06% | −76,501−1.4% | Reduced |
| Schroder Investment Management Group | 5,247,147 | $1.05B | 1.24% | +142,816+2.8% | Added |
| Primecap Management Co | 5,150,246 | $1.03B | 0.77% | +626,200+13.8% | Added |
| TD Asset Management Inc | 4,752,835 | $952.0M | 0.89% | +277,261+6.2% | Added |
| California State Teachers Retirement System | 4,676,602 | $936.7M | 1.18% | +7,190+0.2% | Added |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 4,626,384 | $926.7M | 8.53% | −97,120−2.1% | Reduced |
| Amundi | 4,988,045 | $904.1M | 0.39% | +300,033+6.4% | Added |
| National Pension Service | 4,505,219 | $902.4M | 1.08% | +40,245+0.9% | Added |
| Credit Suisse AG | 4,311,733 | $862.3M | 0.84% | −490,235−10.2% | Reduced |
| Stifel Financial Corp | 4,304,336 | $862.2M | 0.98% | −28,441−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,273,175 | $855.9M | 1.27% | −20,946−0.5% | Reduced |
| American Century Companies Inc | 4,261,849 | $853.6M | 0.54% | +15,655+0.4% | Added |
| New York State Common Retirement Fund | 4,095,087 | $820.2M | 1.08% | −236,053−5.5% | Reduced |
| Swedbank AB | 3,994,659 | $800.1M | 1.13% | +282,952+7.6% | Added |
| US Bancorp | 3,963,777 | $793.9M | 1.11% | −54,518−1.4% | Reduced |
| JPMorgan Chase & Co | 3,956,600 | $792.5M | 0.07% | −255,067−6.1% | Reduced |
| Ensign Peak Advisors, Inc | 3,852,639 | $771.7M | 1.41% | −231,976−5.7% | Reduced |
| APG Asset Management N.V. | 4,031,875 | $747.8M | 1.31% | +228,789+6.0% | Added |
| CI Private Wealth, LLC | 3,660,025 | $733.1M | 1.31% | +127,571+3.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,573,424 | $715.8M | 0.99% | +592,043+19.9% | Added |
| 1832 Asset Management L.P. | 3,523,898 | $705.8M | 1.29% | +185,290+5.5% | Added |
| Allianz Asset Management GmbH | 3,471,466 | $695.3M | 1.17% | +518,733+17.6% | Added |
| DekaBank Deutsche Girozentrale | 3,429,115 | $686.7M | 1.28% | +34,054+1.0% | Added |
| Prudential Financial Inc | 3,337,612 | $668.5M | 0.94% | +129,342+4.0% | Added |
| Citadel Advisors LLC | 3,310,899 | $663.2M | 0.64% | −1,236,926−27.2% | Reduced |
| Fayez Sarofim & Co | 3,296,580 | $660.3M | 1.97% | −282,838−7.9% | Reduced |
| Davis Selected Advisers | 3,227,669 | $646.5M | 3.62% | −765,565−19.2% | Reduced |
| BNP Paribas Arbitrage, SA | 3,223,548 | $645.7M | 0.80% | +659,558+25.7% | Added |
| LPL Financial LLC | 3,217,882 | $644.5M | 0.35% | +73,889+2.4% | Added |
| CIBC Private Wealth Group, LLC | 3,152,147 | $627.1M | 1.23% | −63,358−2.0% | Reduced |
| Canada Pension Plan Investment Board | 3,106,563 | $622.2M | 0.65% | +191,944+6.6% | Added |
| FIL Ltd | 3,095,531 | $620.0M | 0.61% | −301,759−8.9% | Reduced |
| Victory Capital Management Inc | 3,015,256 | $604.0M | 0.59% | +11,834+0.4% | Added |
| National Bank of Canada | 3,019,147 | $599.9M | 1.04% | −1,123,837−27.1% | Reduced |
| Citigroup Inc | 2,954,434 | $591.8M | 0.64% | +26,476+0.9% | Added |
| Robeco Institutional Asset Management B.V. | 2,923,969 | $585.7M | 1.27% | +460,270+18.7% | Added |
| Mackenzie Financial Corp | 2,906,781 | $582.2M | 0.84% | −13,039−0.4% | Reduced |
| Truist Financial Corp | 2,866,651 | $574.2M | 0.87% | −60,079−2.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,837,766 | $568.4M | 1.07% | +28,000+1.0% | Added |
| New York State Teachers Retirement System | 2,836,790 | $568.2M | 1.19% | −86,359−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 2,823,194 | $565.5M | 0.52% | −396,148−12.3% | Reduced |
| HighTower Advisors, LLC | 2,760,870 | $552.5M | 0.90% | −355,338−11.4% | Reduced |
| Korea Investment CORP | 2,667,001 | $534.2M | 1.36% | −82,449−3.0% | Reduced |
| Storebrand Asset Management AS | 2,632,366 | $527.3M | 1.80% | +26,889+1.0% | Added |
| Nordea Investment Management AB | 2,618,180 | $522.6M | 0.62% | −71,987−2.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,562,875 | $510.6M | 1.96% | +340,828+15.3% | Added |
| Voya Investment Management LLC | 2,547,666 | $510.3M | 0.50% | −625,437−19.7% | Reduced |
| Rathbone Brothers plc | 2,459,498 | $492.6M | 2.84% | +25,328+1.0% | Added |
| Great West Life Assurance Co | 2,379,891 | $477.2M | 0.96% | +46,551+2.0% | Added |
| Royal London Asset Management Ltd | 2,348,511 | $470.4M | 1.17% | +122,590+5.5% | Added |