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, Q2 2024
Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
- 4,181
- +112 vs. Q1 2024
- Shares held
- 2.06B
- −5.77M (−0.3%) vs. Q1 2024
- Total value
- $416.2B
- +$3.40B (+0.8%) vs. Q1 2024
- New holders
- 201
- 1,741 more added
- Sold out
- 89
- 1,813 more reduced
51 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 271,363,437 | $54.9B | 1.05% | +286,367+0.1% | Added |
| BlackRock Inc. | 198,690,032 | $40.2B | 0.91% | +2,567,313+1.3% | Added |
| State Street Corp | 125,887,597 | $25.5B | 1.11% | +38,1840.0% | Added |
| Morgan Stanley | 68,208,898 | $13.8B | 1.07% | +1,479,531+2.2% | Added |
| Geode Capital Management, LLC | 57,838,356 | $11.7B | 1.02% | +928,574+1.6% | Added |
| FMR LLC | 53,105,266 | $10.7B | 0.69% | −2,259,555−4.1% | Reduced |
| Bank of America Corp | 51,423,097 | $10.4B | 1.00% | +401,348+0.8% | Added |
| Norges Bank | 37,055,325 | $7.49B | 1.12% | +314,524+0.9% | Added |
| Capital World Investors | 36,724,075 | $7.43B | 1.21% | +2,302,064+6.7% | Added |
| Wellington Management Group LLP | 35,899,862 | $7.26B | 1.30% | −3,075,635−7.9% | Reduced |
| Capital International Investors | 35,681,380 | $7.22B | 1.49% | −6,613,612−15.6% | Reduced |
| Price T Rowe Associates Inc | 30,959,868 | $6.26B | 0.75% | −524,201−1.7% | Reduced |
| Northern Trust Corp | 30,618,210 | $6.19B | 1.04% | −157,843−0.5% | Reduced |
| Massachusetts Financial Services Co | 27,956,333 | $5.65B | 1.74% | −874,861−3.0% | Reduced |
| Bank of New York Mellon Corp | 27,304,295 | $5.52B | 1.05% | −590,310−2.1% | Reduced |
| Wells Fargo & Company | 24,718,172 | $5.00B | 1.29% | −220,432−0.9% | Reduced |
| Royal Bank of Canada | 24,567,361 | $4.97B | 1.20% | −1,437,399−5.5% | Reduced |
| Ameriprise Financial Inc | 23,447,394 | $4.74B | 1.28% | −165,878−0.7% | Reduced |
| Dimensional Fund Advisors LP | 22,696,963 | $4.59B | 1.20% | +1,040,594+4.8% | Added |
| Charles Schwab Investment Management Inc | 20,214,263 | $4.09B | 0.78% | −12,274−0.1% | Reduced |
| Capital Research Global Investors | 19,960,723 | $4.04B | 0.89% | +2,760,599+16.0% | Added |
| UBS Group AG | 18,831,629 | $3.81B | 1.17% | +1,235,685+7.0% | Added |
| Legal & General Group Plc | 18,628,099 | $3.77B | 1.06% | −160,034−0.9% | Reduced |
| Goldman Sachs Group Inc | 18,289,931 | $3.70B | 0.72% | +1,916,582+11.7% | Added |
| Nuveen Asset Management, LLC | 17,156,765 | $3.47B | 1.01% | +24,142+0.1% | Added |
| UBS Asset Management Americas Inc | 14,782,327 | $2.99B | 0.86% | +3,162,536+27.2% | Added |
| Franklin Resources Inc | 14,056,904 | $2.84B | 0.87% | −593,075−4.0% | Reduced |
| Invesco Ltd. | 13,250,617 | $2.68B | 0.57% | +18,005+0.1% | Added |
| Deutsche Bank AG | 12,941,635 | $2.62B | 1.18% | −1,1160.0% | Reduced |
| Fisher Asset Management, LLC | 12,740,431 | $2.58B | 1.12% | +487,049+4.0% | Added |
| Barclays PLC | 10,331,868 | $2.09B | 0.96% | −692,047−6.3% | Reduced |
| Neuberger Berman Group LLC | 9,931,256 | $2.01B | 1.65% | −289,469−2.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,263,716 | $1.87B | 2.06% | −4,580,178−33.1% | Reduced |
| Raymond James & Associates | 9,162,328 | $1.85B | 1.22% | −158,312−1.7% | Reduced |
| Boston Partners | 9,013,108 | $1.82B | 2.27% | −44,719−0.5% | Reduced |
| HSBC Holdings PLC | 8,439,992 | $1.71B | 1.10% | +653,965+8.4% | Added |
| Sanders Capital, LLC | 8,145,072 | $1.65B | 2.52% | +79,610+1.0% | Added |
| Bank of Montreal | 7,764,577 | $1.57B | 0.79% | −1,022,838−11.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 7,751,602 | $1.57B | 1.38% | +557,748+7.8% | Added |
| Clearbridge Investments, LLC | 7,458,056 | $1.51B | 1.23% | −99,021−1.3% | Reduced |
| Envestnet Asset Management Inc | 7,286,705 | $1.47B | 0.51% | +157,577+2.2% | Added |
| The PNC Financial Services Group, Inc. | 6,953,365 | $1.41B | 0.94% | −122,842−1.7% | Reduced |
| Janus Henderson Group PLC | 6,871,206 | $1.39B | 0.74% | −155,285−2.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,756,283 | $1.37B | 1.01% | −495,568−6.8% | Reduced |
| California Public Employees Retirement System | 6,381,350 | $1.29B | 0.95% | +27,057+0.4% | Added |
| Alliancebernstein L.P. | 6,178,724 | $1.25B | 0.44% | −361,608−5.5% | Reduced |
| Amundi | 5,832,728 | $1.22B | 0.47% | +844,683+16.9% | Added |
| Bessemer Group Inc | 5,895,252 | $1.19B | 2.10% | −68,555−1.1% | Reduced |
| Baird Financial Group, Inc. | 5,840,769 | $1.18B | 2.45% | +137,538+2.4% | Added |
| Schroder Investment Management Group | 5,708,641 | $1.15B | 1.27% | +461,494+8.8% | Added |
| Principal Financial Group Inc | 5,641,641 | $1.14B | 0.68% | −247,227−4.2% | Reduced |
| Primecap Management Co | 5,582,865 | $1.13B | 0.82% | +432,619+8.4% | Added |
| Rhumbline Advisers | 5,417,473 | $1.10B | 1.03% | −88,662−1.6% | Reduced |
| Unisphere Establishment | 5,386,000 | $1.09B | 10.97% | −289,000−5.1% | Reduced |
| TD Asset Management Inc | 4,702,832 | $951.2M | 0.89% | −50,003−1.1% | Reduced |
| California State Teachers Retirement System | 4,641,943 | $938.9M | 1.15% | −34,659−0.7% | Reduced |
| National Pension Service | 4,561,846 | $922.7M | 1.06% | +56,627+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,306,100 | $871.0M | 1.24% | +32,925+0.8% | Added |
| American Century Companies Inc | 4,287,481 | $867.2M | 0.53% | +25,632+0.6% | Added |
| Swedbank AB | 4,243,732 | $858.3M | 1.15% | +249,073+6.2% | Added |
| Stifel Financial Corp | 4,224,978 | $854.6M | 0.96% | −79,358−1.8% | Reduced |
| JPMorgan Chase & Co | 4,131,045 | $835.5M | 0.07% | +174,445+4.4% | Added |
| New York State Common Retirement Fund | 4,020,574 | $813.2M | 1.07% | −74,513−1.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,972,586 | $803.5M | 0.98% | +399,162+11.2% | Added |
| US Bancorp | 3,931,097 | $795.1M | 1.08% | −32,680−0.8% | Reduced |
| APG Asset Management N.V. | 4,097,648 | $773.3M | 1.38% | +65,773+1.6% | Added |
| Ensign Peak Advisors, Inc | 3,721,535 | $752.7M | 1.38% | −131,104−3.4% | Reduced |
| CI Private Wealth, LLC | 3,602,990 | $728.8M | 1.27% | −57,035−1.6% | Reduced |
| Citigroup Inc | 3,537,143 | $715.4M | 0.69% | +582,709+19.7% | Added |
| National Bank of Canada | 3,454,154 | $709.5M | 1.12% | +435,007+14.4% | Added |
| LPL Financial LLC | 3,479,561 | $703.8M | 0.35% | +261,679+8.1% | Added |
| DekaBank Deutsche Girozentrale | 3,498,041 | $703.3M | 1.27% | +68,926+2.0% | Added |
| Prudential Financial Inc | 3,395,227 | $686.7M | 1.03% | +57,615+1.7% | Added |
| Canada Pension Plan Investment Board | 3,350,105 | $677.6M | 0.67% | +243,542+7.8% | Added |
| Allianz Asset Management GmbH | 3,282,646 | $663.9M | 1.07% | −188,820−5.4% | Reduced |
| Fayez Sarofim & Co | 3,171,408 | $641.4M | 1.73% | −125,172−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 3,116,315 | $639.4M | 1.20% | −35,832−1.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,077,386 | $622.4M | 1.34% | +153,417+5.2% | Added |
| BNP Paribas Arbitrage, SA | 3,071,717 | $621.3M | 0.67% | −151,831−4.7% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,009,822 | $608.8M | 2.34% | +3,009,822 | New |
| FIL Ltd | 2,887,069 | $583.9M | 0.58% | −208,462−6.7% | Reduced |
| Truist Financial Corp | 2,877,893 | $582.1M | 0.89% | +11,242+0.4% | Added |
| Mackenzie Financial Corp | 2,870,049 | $580.5M | 0.86% | −36,732−1.3% | Reduced |
| Victory Capital Management Inc | 2,825,003 | $571.4M | 0.57% | −190,253−6.3% | Reduced |
| State Board of Administration of Florida Retirement System | 2,810,875 | $568.5M | 1.12% | −334,231−10.6% | Reduced |
| Manufacturers Life Insurance Company, The | 2,770,526 | $560.4M | 0.52% | −52,668−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,755,866 | $557.4M | 1.03% | −81,900−2.9% | Reduced |
| 1832 Asset Management L.P. | 2,737,042 | $553.6M | 1.00% | −786,856−22.3% | Reduced |
| New York State Teachers Retirement System | 2,704,923 | $547.1M | 1.15% | −131,867−4.6% | Reduced |
| HighTower Advisors, LLC | 2,684,379 | $542.3M | 0.84% | −76,491−2.8% | Reduced |
| Nordea Investment Management AB | 2,659,479 | $537.0M | 0.63% | +41,299+1.6% | Added |
| Rathbone Brothers plc | 2,624,880 | $530.9M | 2.89% | +165,382+6.7% | Added |
| Storebrand Asset Management AS | 2,609,634 | $527.8M | 1.75% | −22,732−0.9% | Reduced |
| Korea Investment CORP | 2,561,797 | $518.1M | 1.31% | −105,204−3.9% | Reduced |
| Capital Wealth Planning, LLC | 2,458,125 | $497.2M | 5.21% | +518,100+26.7% | Added |
| Great West Life Assurance Co | 2,451,229 | $496.4M | 0.93% | +71,338+3.0% | Added |
| Mariner, LLC | 2,435,601 | $492.6M | 0.96% | +142,704+6.2% | Added |
| Lord, Abbett & Co. LLC | 2,424,027 | $490.3M | 1.60% | +589,356+32.1% | Added |
| Blair William & Co | 2,405,699 | $486.6M | 1.50% | +187,177+8.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,140,505 | $471.9M | 1.80% | −422,370−16.5% | Reduced |