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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 880,314 | $178.1M | 0.41% | −95,794−9.8% | Reduced |
| Credit Agricole S A | 879,490 | $177.9M | 1.09% | +572,932+186.9% | Added |
| Westwood Holdings Group Inc. | 877,379 | $177.5M | 0.83% | −37,984−4.1% | Reduced |
| AXA S.A. | 855,468 | $173.0M | 0.51% | +119,620+16.3% | Added |
| Tredje AP-fonden | 846,501 | $171.2M | 1.65% | +5,570+0.7% | Added |
| Arizona State Retirement System | 832,637 | $168.4M | 1.12% | +3,015+0.4% | Added |
| LSV Asset Management | 830,500 | $168.0M | 0.37% | −25,400−3.0% | Reduced |
| Douglas Lane & Associates, LLC | 828,626 | $167.6M | 2.38% | −25,629−3.0% | Reduced |
| RE Advisers Corp | 809,336 | $163.7M | 4.03% | −76,300−8.6% | Reduced |
| First Financial Bankshares Inc | 807,226 | $163.3M | 3.74% | −16,064−2.0% | Reduced |
| MML Investors Services, LLC | 802,137 | $162.2M | 0.66% | −28,001−3.4% | Reduced |
| Employees Retirement System of Texas | 796,471 | $161.1M | 1.51% | +22,101+2.9% | Added |
| Bartlett & Co. Wealth Management LLC | 790,793 | $159.9M | 2.43% | −6,777−0.8% | Reduced |
| State of Michigan Retirement System | 786,431 | $159.1M | 0.82% | −5,700−0.7% | Reduced |
| Penserra Capital Management LLC | 785,930 | $159.0M | 2.01% | +269,817+52.3% | Added |
| Allspring Global Investments Holdings, LLC | 781,591 | $158.1M | 0.26% | +7,287+0.9% | Added |
| SEI Investments Co | 772,583 | $156.3M | 0.22% | +12,633+1.7% | Added |
| Quilter Plc | 772,274 | $156.2M | 3.50% | −6,752−0.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 772,066 | $156.2M | 3.17% | −14,388−1.8% | Reduced |
| Actiam N.V. | 770,221 | $155.8M | 3.06% | +149,605+24.1% | Added |
| Capital Group Private Client Services, Inc. | 770,190 | $155.8M | 1.56% | −41,834−5.2% | Reduced |
| Teacher Retirement System of Texas | 768,220 | $155.4M | 0.88% | −14,178−1.8% | Reduced |
| MetLife Investment Management | 765,881 | $154.9M | 0.92% | +89,029+13.2% | Added |
| James Hambro & Partners | 761,422 | $154.1M | 7.16% | +1,000+0.1% | Added |
| Los Angeles Capital Management LLC | 761,591 | $154.0M | 0.55% | −525,778−40.8% | Reduced |
| Kames Capital plc | 752,295 | $152.1M | 2.14% | −276,320−26.9% | Reduced |
| Calamos Advisors LLC | 751,836 | $152.1M | 0.74% | −16,228−2.1% | Reduced |
| Man Group plc | 729,497 | $147.5M | 0.39% | +376,714+106.8% | Added |
| Welch & Forbes LLC | 709,190 | $146.4M | 1.95% | −8,235−1.1% | Reduced |
| Millennium Management LLC | 722,485 | $146.1M | 0.12% | +21,209+3.0% | Added |
| Captrust Financial Advisors | 721,964 | $146.0M | 0.47% | +1720.0% | Added |
| Stonegate Investment Group, LLC | 720,535 | $145.7M | 4.22% | +5,520+0.8% | Added |
| Corebridge Financial, Inc. | 711,658 | $143.9M | 0.79% | +711,658 | New |
| ProShare Advisors LLC | 706,230 | $142.8M | 0.38% | +33,293+4.9% | Added |
| Gateway Investment Advisers LLC | 703,056 | $142.2M | 1.61% | −3,198−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 700,478 | $141.7M | 0.20% | +285,668+68.9% | Added |
| Kestra Advisory Services, LLC | 678,241 | $137.2M | 0.77% | +160,570+31.0% | Added |
| Forsta Ap-Fonden | 673,500 | $136.2M | 1.21% | −57,100−7.8% | Reduced |
| Natixis | 671,412 | $135.8M | 0.86% | +2,268+0.3% | Added |
| Evercore Wealth Management, LLC | 663,615 | $134.2M | 2.11% | +33,218+5.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 653,817 | $132.2M | 1.56% | +11,166+1.7% | Added |
| Mn Services Vermogensbeheer B.V. | 653,600 | $132.2M | 0.95% | −29,800−4.4% | Reduced |
| EP Wealth Advisors, LLC | 649,478 | $131.4M | 1.40% | +8,621+1.3% | Added |
| Whittier Trust Co | 637,011 | $128.8M | 1.83% | +6,844+1.1% | Added |
| Pinebridge Investments, L.P. | 636,875 | $128.8M | 1.04% | −108,248−14.5% | Reduced |
| Sanctuary Advisors, LLC | 664,778 | $128.6M | 0.93% | +664,778 | New |
| Atalanta Sosnoff Capital, LLC | 633,275 | $128.1M | 2.89% | −28,927−4.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 630,765 | $127.6M | 0.84% | −3,896−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 630,202 | $127.5M | 1.96% | −6,038−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 630,836 | $127.0M | 2.72% | −4,657−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 612,387 | $123.9M | 1.58% | +80,338+15.1% | Added |
| AQR Capital Management LLC | 608,086 | $121.7M | 0.19% | −220,895−26.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 592,618 | $119.9M | 0.44% | −14,031−2.3% | Reduced |
| IFM Investors Pty Ltd | 580,960 | $117.5M | 1.19% | −4,682−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 579,027 | $117.1M | 1.45% | +934+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 597,348 | $117.1M | 0.58% | −384,748−39.2% | Reduced |
| Amalgamated Bank | 578,829 | $117.1M | 1.00% | −18,472−3.1% | Reduced |
| TCW Group Inc | 575,166 | $116.3M | 1.04% | +96,215+20.1% | Added |
| Cresset Asset Management, LLC | 575,159 | $116.3M | 0.49% | +79,335+16.0% | Added |
| Factory Mutual Insurance Co | 572,425 | $115.8M | 1.32% | −6,700−1.2% | Reduced |
| Disciplina Capital Management LLC | 972,392 | $115.5M | 19.88% | +971,708+142,062.6% | Added |
| Varma Mutual Pension Insurance Co | 570,111 | $115.3M | 0.93% | −21,289−3.6% | Reduced |
| Morningstar Investment Services LLC | 578,145 | $115.1M | 1.25% | −3,989−0.7% | Reduced |
| Agf Management Ltd | 564,222 | $114.1M | 0.63% | −16,432−2.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 562,898 | $113.9M | 0.29% | −37,478−6.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 562,352 | $113.7M | 0.48% | +484,909+626.1% | Added |
| Capital Advisors Inc | 561,639 | $113.6M | 2.35% | +10,033+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 559,342 | $113.1M | 1.19% | −10,221−1.8% | Reduced |
| Bridges Investment Management Inc | 558,620 | $113.0M | 1.72% | +317,783+131.9% | Added |
| Mercer Global Advisors Inc | 640,488 | $111.6M | 0.30% | +24,952+4.1% | Added |
| British Columbia Investment Management Corp | 550,119 | $111.3M | 0.67% | +203,761+58.8% | Added |
| Investment Management Corp of Ontario | 549,463 | $111.1M | 3.01% | −16,152−2.9% | Reduced |
| Czech National Bank | 547,224 | $110.7M | 1.27% | +38,548+7.6% | Added |
| GWM Advisors LLC | 543,999 | $110.0M | 0.80% | +80,449+17.4% | Added |
| Assetmark, Inc | 539,980 | $109.2M | 0.34% | +387,636+254.4% | Added |
| Tiaa Trust, National Association | 535,663 | $108.3M | 0.33% | +34,906+7.0% | Added |
| Federation des caisses Desjardins du Quebec | 520,530 | $105.3M | 0.56% | +24,884+5.0% | Added |
| Capital International Inc | 516,867 | $104.5M | 1.39% | −20,816−3.9% | Reduced |
| Acadian Asset Management LLC | 516,859 | $104.5M | 0.32% | +318,383+160.4% | Added |
| Commerzbank Aktiengesellschaft | 516,741 | $104.5M | 3.45% | +3,125+0.6% | Added |
| LGT Group Foundation | 506,145 | $102.4M | 1.62% | −15,764−3.0% | Reduced |
| Wilkinson Global Asset Management LLC | 505,269 | $102.2M | 6.39% | −5,614−1.1% | Reduced |
| Consulta Ltd | 500,000 | $101.1M | 6.89% | −100,000−16.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 499,959 | $101.1M | 0.91% | −3,166−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 496,823 | $100.5M | 0.61% | +10,613+2.2% | Added |
| Crawford Investment Counsel Inc | 496,720 | $100.5M | 1.91% | −112,313−18.4% | Reduced |
| Umb Bank N A | 494,711 | $100.1M | 1.64% | −2,470−0.5% | Reduced |
| Nissay Asset Management Corp | 494,417 | $100.0M | 0.66% | −263,381−34.8% | Reduced |
| Mawer Investment Management Ltd. | 488,926 | $98.9M | 0.47% | −76,613−13.5% | Reduced |
| Sculptor Capital LP | 486,300 | $98.4M | 2.03% | −50,000−9.3% | Reduced |
| Staley Capital Advisers Inc | 480,648 | $97.2M | 4.47% | −4,667−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 473,264 | $95.7M | 0.99% | +45,863+10.7% | Added |
| Utah Retirement Systems | 472,269 | $95.5M | 1.13% | −28,800−5.7% | Reduced |
| Basswood Capital Management, L.L.C. | 469,496 | $95.0M | 6.17% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 468,905 | $94.8M | 0.34% | −17,213−3.5% | Reduced |
| Federated Hermes, Inc. | 466,259 | $94.3M | 0.22% | −158,567−25.4% | Reduced |
| USS Investment Management Ltd | 464,925 | $94.1M | 0.75% | +10,395+2.3% | Added |
| QRG Capital Management, Inc. | 462,615 | $93.6M | 1.11% | +27,160+6.2% | Added |
| Sapient Capital LLC | 459,755 | $93.0M | 1.94% | +86,623+23.2% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 457,314 | $92.5M | 1.04% | +457,314 | New |