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 |
|---|---|---|---|---|---|
| RE Advisers Corp | 885,636 | $177.3M | 4.16% | −13,500−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 982,096 | $171.6M | 0.37% | +26,297+2.8% | Added |
| LSV Asset Management | 855,900 | $171.4M | 0.35% | −5,600−0.7% | Reduced |
| Douglas Lane & Associates, LLC | 854,255 | $171.1M | 2.42% | −19,499−2.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 849,533 | $170.4M | 0.83% | +19,766+2.4% | Added |
| Kovitz Investment Group Partners, LLC | 848,894 | $170.0M | 2.17% | +18,027+2.2% | Added |
| Tredje AP-fonden | 840,931 | $168.4M | 1.75% | +65,500+8.4% | Added |
| MML Investors Services, LLC | 830,138 | $166.3M | 0.69% | +18,524+2.3% | Added |
| Arizona State Retirement System | 829,622 | $166.2M | 1.15% | +12,013+1.5% | Added |
| AQR Capital Management LLC | 828,981 | $165.4M | 0.28% | +61,357+8.0% | Added |
| First Financial Bankshares Inc | 823,290 | $164.9M | 3.72% | −11,553−1.4% | Reduced |
| Colony Group, LLC | 814,860 | $163.2M | 1.33% | +258,067+46.3% | Added |
| Capital Group Private Client Services, Inc. | 812,024 | $162.6M | 1.66% | −217,485−21.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 797,570 | $159.8M | 2.46% | −23,547−2.9% | Reduced |
| State of Michigan Retirement System | 792,131 | $158.7M | 0.85% | +600+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 786,454 | $157.5M | 3.21% | +12,033+1.6% | Added |
| Teacher Retirement System of Texas | 782,398 | $156.7M | 1.00% | −54,618−6.5% | Reduced |
| Sarasin & Partners LLP | 779,034 | $156.0M | 1.54% | +12,895+1.7% | Added |
| Quilter Plc | 779,026 | $156.0M | 3.69% | −1,850−0.2% | Reduced |
| Employees Retirement System of Texas | 774,370 | $155.1M | 1.69% | −18,700−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 774,304 | $155.1M | 0.24% | +23,015+3.1% | Added |
| Calamos Advisors LLC | 768,064 | $153.8M | 0.75% | −7,382−1.0% | Reduced |
| James Hambro & Partners | 760,422 | $152.3M | 7.13% | −1,680−0.2% | Reduced |
| SEI Investments Co | 759,950 | $152.2M | 0.22% | +20,078+2.7% | Added |
| Nissay Asset Management Corp | 757,798 | $151.8M | 1.05% | +197,764+35.3% | Added |
| Pinebridge Investments, L.P. | 745,123 | $149.2M | 1.19% | +17,593+2.4% | Added |
| AXA S.A. | 735,848 | $147.4M | 0.44% | +118,479+19.2% | Added |
| American International Group, Inc. | 732,238 | $146.7M | 0.53% | −2,084−0.3% | Reduced |
| Forsta Ap-Fonden | 730,600 | $146.3M | 1.24% | +62,100+9.3% | Added |
| Captrust Financial Advisors | 721,792 | $144.6M | 0.53% | −105,059−12.7% | Reduced |
| Welch & Forbes LLC | 717,425 | $143.7M | 1.97% | −5,292−0.7% | Reduced |
| Stonegate Investment Group, LLC | 715,015 | $143.2M | 4.49% | +5,374+0.8% | Added |
| Gateway Investment Advisers LLC | 706,254 | $141.5M | 1.61% | −63,957−8.3% | Reduced |
| Millennium Management LLC | 701,276 | $140.5M | 0.12% | +544,474+347.2% | Added |
| Mn Services Vermogensbeheer B.V. | 683,400 | $136.9M | 0.99% | +683,400 | New |
| Samlyn Capital, LLC | 680,990 | $136.4M | 2.37% | +465,169+215.5% | Added |
| MetLife Investment Management | 676,852 | $135.6M | 0.91% | −24,895−3.5% | Reduced |
| ProShare Advisors LLC | 672,937 | $134.8M | 0.36% | −74,167−9.9% | Reduced |
| Natixis | 669,144 | $134.0M | 0.75% | +367,097+121.5% | Added |
| Atalanta Sosnoff Capital, LLC | 662,202 | $132.6M | 3.06% | −2,644−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 642,651 | $128.7M | 1.60% | +24,170+3.9% | Added |
| EP Wealth Advisors, LLC | 640,857 | $128.4M | 1.50% | +4,253+0.7% | Added |
| Peapack Gladstone Financial Corp | 636,240 | $127.4M | 1.99% | −3,379−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 635,493 | $127.3M | 2.76% | −1,930−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 634,661 | $127.1M | 0.87% | +1,568+0.2% | Added |
| Evercore Wealth Management, LLC | 630,397 | $126.3M | 1.98% | +5,022+0.8% | Added |
| Whittier Trust Co | 630,167 | $126.2M | 1.84% | +3,373+0.5% | Added |
| Federated Hermes, Inc. | 624,826 | $125.2M | 0.29% | −32,010−4.9% | Reduced |
| Actiam N.V. | 620,616 | $124.3M | 3.86% | −1,390−0.2% | Reduced |
| Mercer Global Advisors Inc | 615,536 | $123.4M | 0.35% | +117,301+23.5% | Added |
| Jane Street Group, LLC | 610,843 | $122.4M | 0.16% | +240,629+65.0% | Added |
| Crawford Investment Counsel Inc | 609,033 | $122.0M | 2.27% | −18,192−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 606,649 | $121.5M | 0.47% | +3,999+0.7% | Added |
| Public Sector Pension Investment Board | 605,012 | $121.2M | 0.88% | +3,387+0.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 600,376 | $120.3M | 0.32% | +84,621+16.4% | Added |
| Consulta Ltd | 600,000 | $120.2M | 7.74% | 00.0% | Unchanged |
| Texas Permanent School Fund | 597,597 | $119.7M | 0.95% | +694+0.1% | Added |
| Amalgamated Bank | 597,301 | $119.6M | 1.02% | −102,984−14.7% | Reduced |
| Varma Mutual Pension Insurance Co | 591,400 | $118.5M | 1.03% | +491,100+489.6% | Added |
| Barr E S & Co | 589,328 | $118.0M | 7.69% | −7,725−1.3% | Reduced |
| IFM Investors Pty Ltd | 585,642 | $117.3M | 1.28% | −4,348−0.7% | Reduced |
| Morningstar Investment Services LLC | 582,134 | $116.1M | 1.28% | −632,685−52.1% | Reduced |
| Factory Mutual Insurance Co | 579,125 | $116.0M | 1.33% | −14,200−2.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 578,093 | $115.8M | 1.47% | −7,003−1.2% | Reduced |
| Agf Management Ltd | 580,654 | $115.7M | 0.64% | −18,759−3.1% | Reduced |
| Capitolis Liquid Global Markets LLC | 570,100 | $114.2M | 1.83% | +20,100+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 569,563 | $114.1M | 1.26% | +96,309+20.4% | Added |
| Investment Management Corp of Ontario | 565,615 | $113.3M | 3.37% | −6,411−1.1% | Reduced |
| Mawer Investment Management Ltd. | 565,539 | $113.3M | 0.53% | −25,299−4.3% | Reduced |
| Capital Advisors Inc | 551,606 | $110.5M | 2.37% | −57,251−9.4% | Reduced |
| Capital International Inc | 537,683 | $107.7M | 1.45% | +41,205+8.3% | Added |
| Sculptor Capital LP | 536,300 | $107.4M | 2.36% | +59,000+12.4% | Added |
| Manning & Napier Group, LLC | 532,154 | $106.6M | 1.22% | −64,492−10.8% | Reduced |
| Oppenheimer Asset Management Inc. | 532,049 | $106.6M | 1.56% | −141,177−21.0% | Reduced |
| LGT Group Foundation | 521,909 | $104.5M | 2.47% | −136,685−20.8% | Reduced |
| InterOcean Capital Group, LLC | 521,494 | $104.5M | 2.49% | −3,631−0.7% | Reduced |
| Kestra Advisory Services, LLC | 517,671 | $103.7M | 0.69% | +33,858+7.0% | Added |
| Penserra Capital Management LLC | 516,113 | $103.4M | 1.30% | −296,027−36.5% | Reduced |
| Commerzbank Aktiengesellschaft | 513,616 | $102.9M | 3.41% | +27,053+5.6% | Added |
| Wilkinson Global Asset Management LLC | 510,883 | $102.3M | 6.43% | −23,441−4.4% | Reduced |
| Czech National Bank | 508,676 | $101.9M | 1.31% | +2,248+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 503,125 | $100.8M | 0.90% | −41,145−7.6% | Reduced |
| Utah Retirement Systems | 501,069 | $100.4M | 1.17% | +2000.0% | Added |
| Tiaa Trust, National Association | 500,757 | $100.3M | 0.31% | +2,443+0.5% | Added |
| Marshall Wace, LLP | 498,724 | $99.9M | 0.17% | −1,401,633−73.8% | Reduced |
| Umb Bank N A | 497,181 | $99.6M | 1.58% | −10,132−2.0% | Reduced |
| Cresset Asset Management, LLC | 495,824 | $99.3M | 0.48% | +12,613+2.6% | Added |
| Federation des caisses Desjardins du Quebec | 495,646 | $98.4M | 0.71% | −35,421−6.7% | Reduced |
| Candriam Luxembourg S.C.A. | 486,210 | $97.4M | 0.62% | −4,653−0.9% | Reduced |
| CIBC Asset Management Inc | 486,118 | $97.4M | 0.34% | +18,805+4.0% | Added |
| Staley Capital Advisers Inc | 485,315 | $97.2M | 4.54% | −8,228−1.7% | Reduced |
| TCW Group Inc | 478,951 | $95.9M | 0.97% | −11,763−2.4% | Reduced |
| Pinnacle Associates Ltd | 471,798 | $94.5M | 1.49% | −6,571−1.4% | Reduced |
| Basswood Capital Management, L.L.C. | 469,496 | $94.0M | 5.49% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 467,796 | $93.7M | 2.56% | −88,837−16.0% | Reduced |
| GWM Advisors LLC | 463,550 | $92.8M | 0.81% | +24,165+5.5% | Added |
| M&G Plc | 460,451 | $92.1M | 0.55% | +460,451 | New |
| Financial Counselors Inc | 457,110 | $91.6M | 1.54% | −17,697−3.7% | Reduced |
| Cooke & Bieler LP | 455,261 | $91.2M | 0.84% | −164,006−26.5% | Reduced |
| USS Investment Management Ltd | 454,530 | $91.0M | 0.75% | +7,230+1.6% | Added |