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, 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
- 4,121
- +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
- 1,624 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 2,342,481 | $469.2M | 1.54% | −26,155−1.1% | Reduced |
| Standard Life Aberdeen plc | 2,324,842 | $465.7M | 0.91% | +36,097+1.6% | Added |
| Mariner, LLC | 2,292,897 | $459.3M | 0.95% | +62,954+2.8% | Added |
| Fifth Third Bancorp | 2,256,431 | $452.0M | 1.77% | −26,134−1.1% | Reduced |
| Blair William & Co | 2,218,522 | $444.4M | 1.40% | +3,127+0.1% | Added |
| Jennison Associates LLC | 2,216,546 | $444.0M | 0.30% | −43,603−1.9% | Reduced |
| Natixis Advisors, L.P. | 2,157,416 | $432.1M | 0.99% | +206,717+10.6% | Added |
| King Luther Capital Management Corp | 2,128,610 | $426.4M | 1.92% | −36,298−1.7% | Reduced |
| M&T Bank Corp | 2,063,183 | $413.3M | 1.44% | +11,895+0.6% | Added |
| State Board of Administration of Florida Retirement System | 3,145,106 | $409.8M | 0.96% | +138,738+4.6% | Added |
| Danske Bank A/S | 2,035,063 | $407.6M | 1.28% | +2,035,063 | New |
| Toronto Dominion Bank | 2,029,369 | $406.5M | 0.64% | −456,453−18.4% | Reduced |
| Cincinnati Insurance Co | 2,012,000 | $403.0M | 6.62% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 1,984,114 | $397.4M | 2.87% | +9,777+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,943,929 | $389.4M | 1.37% | −871,222−30.9% | Reduced |
| Capital Wealth Planning, LLC | 1,940,025 | $388.6M | 4.15% | −808,490−29.4% | Reduced |
| Russell Investments Group, Ltd. | 1,861,761 | $372.8M | 0.59% | +84,173+4.7% | Added |
| Huntington National Bank | 1,855,613 | $371.7M | 2.99% | −9,833−0.5% | Reduced |
| Thrivent Financial for Lutherans | 1,849,467 | $370.4M | 0.74% | −50,216−2.6% | Reduced |
| Lord, Abbett & Co. LLC | 1,834,671 | $367.5M | 1.19% | −420,787−18.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,833,573 | $367.3M | 1.07% | +47,555+2.7% | Added |
| Commonwealth Equity Services, LLC | 1,800,333 | $360.6M | 0.60% | −6,207−0.3% | Reduced |
| Keybank National Association | 1,793,515 | $359.2M | 1.48% | −11,846−0.7% | Reduced |
| Janney Montgomery Scott LLC | 1,769,106 | $354.4M | 1.05% | +5,389+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,743,392 | $348.9M | 0.80% | −30,456−1.7% | Reduced |
| Mairs & Power Inc | 1,716,546 | $343.8M | 3.33% | −10,555−0.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,710,494 | $342.6M | 3.51% | −312,875−15.5% | Reduced |
| Bahl & Gaynor Inc | 1,674,988 | $335.5M | 1.87% | +500,445+42.6% | Added |
| Menora Mivtachim Holdings Ltd. | 1,673,669 | $335.2M | 2.52% | +111,495+7.1% | Added |
| First Trust Advisors LP | 1,653,995 | $331.3M | 0.34% | −170,446−9.3% | Reduced |
| State of New Jersey Common Pension Fund D | 1,652,573 | $331.0M | 1.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 1,647,811 | $330.1M | 0.87% | +47,496+3.0% | Added |
| UniSuper Management Pty Ltd | 1,632,708 | $327.0M | 3.13% | +671,135+69.8% | Added |
| Cerity Partners LLC | 1,624,281 | $325.0M | 0.86% | −622,301−27.7% | Reduced |
| Cullen Capital Management LLC | 1,618,109 | $324.1M | 3.61% | +324,446+25.1% | Added |
| Thornburg Investment Management Inc | 1,579,891 | $316.5M | 4.41% | −82,215−4.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,530,987 | $306.7M | 0.79% | −18,552−1.2% | Reduced |
| Epoch Investment Partners, Inc. | 1,524,742 | $305.4M | 1.36% | +114,780+8.1% | Added |
| Haverford Trust Co | 1,521,671 | $304.8M | 3.18% | −93,224−5.8% | Reduced |
| Panagora Asset Management Inc | 1,496,803 | $299.8M | 1.56% | +32,273+2.2% | Added |
| Public Employees Retirement Association of Colorado | 1,479,653 | $296.4M | 1.28% | −39,316−2.6% | Reduced |
| Smead Capital Management, Inc. | 1,451,104 | $290.7M | 4.53% | +59,893+4.3% | Added |
| Ci Investments Inc. | 1,439,459 | $288.3M | 1.14% | −172,490−10.7% | Reduced |
| Aviva PLC | 1,438,885 | $288.2M | 0.95% | +32,980+2.3% | Added |
| KBC Group NV | 1,424,797 | $285.4M | 0.91% | −288,104−16.8% | Reduced |
| Public Employees Retirement System of Ohio | 1,408,017 | $282.0M | 1.10% | −104,394−6.9% | Reduced |
| Pictet Asset Management Holding SA | 1,406,481 | $281.7M | 0.31% | −155,657−10.0% | Reduced |
| Scotia Capital Inc. | 1,362,481 | $272.9M | 1.62% | −14,338−1.0% | Reduced |
| Balyasny Asset Management LLC | 1,360,655 | $272.5M | 0.70% | +211,283+18.4% | Added |
| STRS Ohio | 1,336,335 | $267.7M | 1.07% | −61,263−4.4% | Reduced |
| Asset Management One Co.,Ltd. | 1,327,444 | $265.9M | 1.02% | −62,456−4.5% | Reduced |
| Pzena Investment Management LLC | 1,314,755 | $263.3M | 0.90% | −453,519−25.6% | Reduced |
| Brave Warrior Advisors, LLC | 1,298,628 | $260.1M | 5.44% | −357,530−21.6% | Reduced |
| Treasurer of the State of North Carolina | 1,293,519 | $259.1M | 1.14% | +11,800+0.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,292,959 | $259.0M | 2.27% | +471,991+57.5% | Added |
| Los Angeles Capital Management LLC | 1,287,369 | $257.9M | 0.88% | +115,673+9.9% | Added |
| Glenmede Trust Co NA | 1,270,443 | $254.5M | 1.28% | −13,895−1.1% | Reduced |
| Comerica Bank | 1,257,855 | $251.9M | 1.09% | −15,193−1.2% | Reduced |
| Brown Advisory Inc | 1,255,346 | $251.4M | 0.34% | −76,666−5.8% | Reduced |
| Macquarie Group Ltd | 1,243,583 | $249.1M | 0.28% | −439,957−26.1% | Reduced |
| Susquehanna International Group, LLP | 1,219,968 | $244.4M | 0.36% | −652,600−34.9% | Reduced |
| Commerce Bank | 1,218,296 | $244.0M | 1.61% | −13,663−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,216,039 | $243.6M | 0.85% | −21,339−1.7% | Reduced |
| CIBC World Markets Inc. | 1,206,702 | $241.7M | 0.62% | +48,705+4.2% | Added |
| State of Tennessee, Treasury Department | 1,205,111 | $241.4M | 0.89% | −72,852−5.7% | Reduced |
| Handelsbanken Fonder AB | 1,204,309 | $241.2M | 1.04% | +55,221+4.8% | Added |
| Great Lakes Advisors, LLC | 1,194,556 | $239.3M | 2.03% | +16,163+1.4% | Added |
| Boston Trust Walden Corp | 1,193,244 | $239.0M | 1.70% | −38,480−3.1% | Reduced |
| Davenport & Co LLC | 1,183,552 | $236.7M | 1.48% | −17,880−1.5% | Reduced |
| Loomis Sayles & Co L P | 1,176,811 | $235.7M | 0.34% | −85,623−6.8% | Reduced |
| Omers Administration Corp | 1,166,064 | $233.6M | 2.67% | 00.0% | Unchanged |
| Regions Financial Corp | 1,165,494 | $233.4M | 1.77% | −16,168−1.4% | Reduced |
| DnB Asset Management AS | 1,149,265 | $230.2M | 1.20% | −60,935−5.0% | Reduced |
| Zacks Investment Management | 1,139,233 | $228.2M | 2.43% | +30,360+2.7% | Added |
| Jarislowsky, Fraser Ltd | 1,109,524 | $222.2M | 1.27% | −36,039−3.1% | Reduced |
| Zurich Insurance Group Ltd | 1,103,098 | $221.0M | 2.02% | +525,383+90.9% | Added |
| Caisse de Depot Et Placement du Quebec | 1,101,010 | $220.5M | 0.53% | +461,691+72.2% | Added |
| CIBC World Markets Corp | 1,100,015 | $220.3M | 1.45% | +195,158+21.6% | Added |
| Nomura Asset Management Co Ltd | 1,079,175 | $216.2M | 0.78% | −56,375−5.0% | Reduced |
| Eagle Asset Management Inc | 1,084,169 | $215.7M | 1.09% | +26,636+2.5% | Added |
| Creative Planning | 1,067,415 | $213.8M | 0.24% | +38,805+3.8% | Added |
| Bradley Foster & Sargent Inc | 1,051,923 | $210.7M | 3.80% | −18,104−1.7% | Reduced |
| Retirement Systems of Alabama | 1,040,244 | $208.4M | 0.81% | +46,133+4.6% | Added |
| Kames Capital plc | 1,028,615 | $206.0M | 3.09% | −44,221−4.1% | Reduced |
| Paralel Advisors LLC | 1,028,000 | $205.9M | 9.45% | 00.0% | Unchanged |
| ACR Alpine Capital Research, LLC | 1,017,609 | $203.8M | 6.18% | −354,819−25.9% | Reduced |
| Rafferty Asset Management, LLC | 1,016,877 | $203.7M | 0.76% | −7,853−0.8% | Reduced |
| Empower Advisory Group, LLC | 1,014,957 | $203.3M | 0.76% | −112,293−10.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,006,411 | $201.7M | 0.45% | −355,958−26.1% | Reduced |
| Bristol John W & Co Inc | 990,243 | $198.3M | 3.38% | +3,464+0.4% | Added |
| Resona Asset Management Co.,Ltd. | 983,843 | $197.1M | 1.17% | +983,843 | New |
| Cetera Investment Advisers | 976,108 | $195.5M | 0.46% | +653,205+202.3% | Added |
| Clark Capital Management Group, Inc. | 972,736 | $194.8M | 1.45% | +3,504+0.4% | Added |
| AMF Pensionsforsakring AB | 966,694 | $193.7M | 1.47% | −118,378−10.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 965,320 | $193.4M | 0.20% | −12,368−1.3% | Reduced |
| Bank of Nova Scotia | 958,402 | $192.0M | 0.39% | −2,051,556−68.2% | Reduced |
| TD Waterhouse Canada Inc. | 869,737 | $190.2M | 1.42% | +9,088+1.1% | Added |
| Nisa Investment Advisors, LLC | 945,894 | $189.5M | 1.23% | −39,096−4.0% | Reduced |
| Compagnie Lombard Odier SCmA | 942,739 | $188.8M | 3.34% | +127,238+15.6% | Added |
| Westwood Holdings Group Inc. | 915,363 | $183.3M | 1.44% | −42,733−4.5% | Reduced |