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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 2,294,944 | $464.2M | 1.48% | −47,537−2.0% | Reduced |
| Natixis Advisors, L.P. | 2,271,241 | $459.4M | 1.00% | +113,825+5.3% | Added |
| Fifth Third Bancorp | 2,243,020 | $453.7M | 1.73% | −13,411−0.6% | Reduced |
| Standard Life Aberdeen plc | 2,223,183 | $449.7M | 0.86% | −101,659−4.4% | Reduced |
| Voya Investment Management LLC | 2,173,977 | $439.7M | 0.43% | −373,689−14.7% | Reduced |
| Royal London Asset Management Ltd | 2,170,490 | $439.0M | 1.12% | −178,021−7.6% | Reduced |
| M&T Bank Corp | 2,125,289 | $429.9M | 1.47% | +62,106+3.0% | Added |
| Cincinnati Insurance Co | 2,012,000 | $406.9M | 6.72% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 1,999,695 | $404.5M | 3.02% | +15,581+0.8% | Added |
| King Luther Capital Management Corp | 1,990,353 | $402.6M | 1.81% | −138,257−6.5% | Reduced |
| Epoch Investment Partners, Inc. | 1,934,233 | $391.2M | 1.79% | +409,491+26.9% | Added |
| Bahl & Gaynor Inc | 1,933,591 | $391.1M | 2.19% | +258,603+15.4% | Added |
| Bank of Nova Scotia | 1,931,215 | $390.6M | 0.77% | +972,813+101.5% | Added |
| Toronto Dominion Bank | 1,855,752 | $375.3M | 0.60% | −173,617−8.6% | Reduced |
| Danske Bank A/S | 1,852,990 | $374.8M | 1.38% | −182,073−8.9% | Reduced |
| Davis Selected Advisers | 1,849,353 | $374.1M | 2.17% | −1,378,316−42.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,840,586 | $372.3M | 1.10% | −103,343−5.3% | Reduced |
| Commonwealth Equity Services, LLC | 1,831,170 | $370.4M | 0.59% | +30,837+1.7% | Added |
| Rockefeller Capital Management L.P. | 1,818,177 | $367.7M | 1.05% | −15,396−0.8% | Reduced |
| Huntington National Bank | 1,797,221 | $363.5M | 2.82% | −58,392−3.1% | Reduced |
| Janney Montgomery Scott LLC | 1,779,043 | $359.8M | 1.10% | +9,937+0.6% | Added |
| Russell Investments Group, Ltd. | 1,767,359 | $357.1M | 0.58% | −94,402−5.1% | Reduced |
| Keybank National Association | 1,756,934 | $355.4M | 1.45% | −36,581−2.0% | Reduced |
| Colony Group, LLC | 1,729,171 | $349.7M | 1.18% | +914,311+112.2% | Added |
| Mairs & Power Inc | 1,723,515 | $348.6M | 3.37% | +6,969+0.4% | Added |
| Aviva PLC | 1,721,320 | $348.2M | 0.97% | +282,435+19.6% | Added |
| UniSuper Management Pty Ltd | 1,714,122 | $346.7M | 2.88% | +81,414+5.0% | Added |
| Menora Mivtachim Holdings Ltd. | 1,699,582 | $343.8M | 2.34% | +25,913+1.5% | Added |
| Thrivent Financial for Lutherans | 1,692,532 | $342.3M | 0.69% | −156,935−8.5% | Reduced |
| Public Employees Retirement Association of Colorado | 1,666,234 | $337.0M | 1.41% | +186,581+12.6% | Added |
| First Trust Advisors LP | 1,661,420 | $336.0M | 0.34% | +7,425+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,661,045 | $336.0M | 0.80% | −82,347−4.7% | Reduced |
| State of Wisconsin Investment Board | 1,638,841 | $331.5M | 0.88% | −8,970−0.5% | Reduced |
| Public Sector Pension Investment Board | 1,579,898 | $319.6M | 2.03% | +974,886+161.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,564,186 | $316.4M | 0.75% | +33,199+2.2% | Added |
| Cullen Capital Management LLC | 1,513,906 | $306.2M | 3.53% | −104,203−6.4% | Reduced |
| Cerity Partners LLC | 1,504,712 | $304.3M | 0.83% | −119,569−7.4% | Reduced |
| Haverford Trust Co | 1,494,549 | $302.3M | 3.18% | −27,122−1.8% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,492,835 | $301.9M | 3.19% | −217,659−12.7% | Reduced |
| Panagora Asset Management Inc | 1,489,782 | $301.3M | 1.52% | −7,021−0.5% | Reduced |
| Macquarie Group Ltd | 1,427,502 | $288.5M | 0.33% | +183,919+14.8% | Added |
| Ci Investments Inc. | 1,419,342 | $287.1M | 1.13% | −20,117−1.4% | Reduced |
| Jane Street Group, LLC | 1,411,221 | $285.4M | 0.31% | +800,378+131.0% | Added |
| Caisse de Depot Et Placement du Quebec | 1,390,395 | $281.2M | 0.68% | +289,385+26.3% | Added |
| Scotia Capital Inc. | 1,378,451 | $278.8M | 1.63% | +15,970+1.2% | Added |
| Jennison Associates LLC | 1,370,812 | $277.3M | 0.18% | −845,734−38.2% | Reduced |
| Smead Capital Management, Inc. | 1,361,980 | $275.5M | 4.30% | −89,124−6.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 1,347,524 | $272.6M | 2.52% | +54,565+4.2% | Added |
| Pictet Asset Management Holding SA | 1,342,431 | $271.5M | 0.31% | −64,050−4.6% | Reduced |
| CIBC World Markets Inc. | 1,332,904 | $269.6M | 0.67% | +126,202+10.5% | Added |
| Public Employees Retirement System of Ohio | 1,331,787 | $269.4M | 1.05% | −76,230−5.4% | Reduced |
| Asset Management One Co.,Ltd. | 1,307,247 | $264.4M | 1.01% | −20,197−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,290,407 | $261.0M | 0.85% | +74,368+6.1% | Added |
| Glenmede Trust Co NA | 1,285,759 | $260.1M | 1.32% | +15,316+1.2% | Added |
| Treasurer of the State of North Carolina | 1,262,880 | $255.4M | 1.08% | −30,639−2.4% | Reduced |
| Brown Advisory Inc | 1,261,611 | $255.2M | 0.33% | +6,265+0.5% | Added |
| Comerica Bank | 1,252,169 | $253.3M | 1.05% | −5,686−0.5% | Reduced |
| DnB Asset Management AS | 1,244,777 | $251.8M | 1.20% | +95,512+8.3% | Added |
| STRS Ohio | 1,233,821 | $249.6M | 0.99% | −102,514−7.7% | Reduced |
| Handelsbanken Fonder AB | 1,229,060 | $248.6M | 1.08% | +24,751+2.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,224,911 | $247.7M | 1.19% | +375,378+44.2% | Added |
| Commerce Bank | 1,216,698 | $246.1M | 1.59% | −1,598−0.1% | Reduced |
| Zacks Investment Management | 1,188,253 | $240.3M | 2.71% | +49,020+4.3% | Added |
| Great Lakes Advisors, LLC | 1,185,291 | $239.7M | 2.13% | −9,265−0.8% | Reduced |
| Regions Financial Corp | 1,182,285 | $239.1M | 1.82% | +16,791+1.4% | Added |
| Loomis Sayles & Co L P | 1,158,000 | $234.2M | 0.32% | −18,811−1.6% | Reduced |
| State of Tennessee, Treasury Department | 1,137,101 | $230.0M | 0.85% | −68,010−5.6% | Reduced |
| Sarasin & Partners LLP | 1,131,120 | $228.8M | 2.03% | +352,086+45.2% | Added |
| Eagle Asset Management Inc | 1,109,468 | $227.9M | 1.22% | +25,299+2.3% | Added |
| Nomura Asset Management Co Ltd | 1,116,024 | $225.9M | 0.77% | +36,849+3.4% | Added |
| Creative Planning | 1,104,369 | $223.4M | 0.24% | +36,954+3.5% | Added |
| Omers Administration Corp | 1,080,426 | $218.5M | 2.10% | −85,638−7.3% | Reduced |
| GQG Partners LLC | 1,059,069 | $214.2M | 0.32% | +1,016,684+2,398.7% | Added |
| State of New Jersey Common Pension Fund D | 1,055,798 | $213.5M | 0.93% | −596,775−36.1% | Reduced |
| Boston Trust Walden Corp | 1,051,777 | $212.7M | 1.58% | −141,467−11.9% | Reduced |
| KBC Group NV | 1,048,110 | $212.0M | 0.64% | −376,687−26.4% | Reduced |
| Bradley Foster & Sargent Inc | 1,044,142 | $211.2M | 3.80% | −7,781−0.7% | Reduced |
| Paralel Advisors LLC | 1,028,000 | $207.9M | 9.95% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 1,027,573 | $207.8M | 1.26% | −81,951−7.4% | Reduced |
| Retirement Systems of Alabama | 1,012,924 | $204.9M | 0.79% | −27,320−2.6% | Reduced |
| Rafferty Asset Management, LLC | 1,010,031 | $204.3M | 0.76% | −6,846−0.7% | Reduced |
| Empower Advisory Group, LLC | 1,007,134 | $203.7M | 0.76% | −7,823−0.8% | Reduced |
| ACR Alpine Capital Research, LLC | 1,006,985 | $203.7M | 6.29% | −10,624−1.0% | Reduced |
| Citadel Advisors LLC | 1,005,180 | $203.3M | 0.20% | −2,305,719−69.6% | Reduced |
| Thornburg Investment Management Inc | 1,002,171 | $202.7M | 2.85% | −577,720−36.6% | Reduced |
| Davenport & Co LLC | 991,677 | $199.8M | 1.26% | −191,875−16.2% | Reduced |
| Clark Capital Management Group, Inc. | 986,983 | $199.6M | 1.47% | +14,247+1.5% | Added |
| Nisa Investment Advisors, LLC | 984,434 | $199.1M | 1.25% | +38,540+4.1% | Added |
| CIBC World Markets Corp | 979,725 | $198.2M | 1.30% | −120,290−10.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 976,620 | $197.5M | 0.19% | +11,300+1.2% | Added |
| Bristol John W & Co Inc | 968,793 | $195.9M | 3.17% | −21,450−2.2% | Reduced |
| Pzena Investment Management LLC | 960,532 | $194.3M | 0.68% | −354,223−26.9% | Reduced |
| Compagnie Lombard Odier SCmA | 947,651 | $191.7M | 3.24% | +4,912+0.5% | Added |
| Advisor Group Holdings, Inc. | 929,069 | $188.0M | 0.44% | −77,342−7.7% | Reduced |
| Two Sigma Advisers, LP | 926,000 | $187.3M | 0.42% | +707,400+323.6% | Added |
| Kovitz Investment Group Partners, LLC | 925,453 | $187.2M | 1.60% | +76,559+9.0% | Added |
| Resona Asset Management Co.,Ltd. | 925,256 | $186.8M | 1.13% | −58,587−6.0% | Reduced |
| Zurich Insurance Group Ltd | 921,412 | $186.4M | 1.62% | −181,686−16.5% | Reduced |
| Susquehanna International Group, LLP | 908,695 | $183.8M | 0.32% | −311,273−25.5% | Reduced |
| TD Waterhouse Canada Inc. | 888,396 | $182.8M | 1.64% | +18,659+2.1% | Added |