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, Q3 2024
Institutional positions in JPMorgan Chase & Co as of Sep 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
- 4,215
- +88 vs. Q2 2024
- Shares held
- 2.04B
- +183.0M (+9.9%) vs. Q2 2024
- Total value
- $429.4B
- +$54.0B (+14.4%) vs. Q2 2024
- New holders
- 189
- 1,741 more added
- Sold out
- 101
- 1,867 more reduced
54 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,150,400 | $57.4B | 1.03% | +786,963+0.3% | Added |
| BlackRock, Inc. | 202,423,747 | $42.7B | 0.90% | +202,423,747 | New |
| State Street Corp | 126,079,362 | $26.6B | 1.08% | +191,765+0.2% | Added |
| Morgan Stanley | 69,216,888 | $14.6B | 1.06% | +1,007,990+1.5% | Added |
| Geode Capital Management, LLC | 58,344,186 | $12.3B | 0.99% | +505,830+0.9% | Added |
| Bank of America Corp | 50,049,940 | $10.6B | 0.92% | −1,373,157−2.7% | Reduced |
| FMR LLC | 48,329,287 | $10.2B | 0.62% | −4,775,979−9.0% | Reduced |
| Norges Bank | 35,827,855 | $7.55B | 1.06% | −1,227,470−3.3% | Reduced |
| Capital World Investors | 34,364,675 | $7.25B | 1.12% | −2,359,400−6.4% | Reduced |
| Capital International Investors | 33,771,923 | $7.12B | 1.37% | −1,909,457−5.4% | Reduced |
| Price T Rowe Associates Inc | 30,101,769 | $6.35B | 0.73% | −858,099−2.8% | Reduced |
| Wellington Management Group LLP | 29,799,521 | $6.28B | 1.10% | −6,100,341−17.0% | Reduced |
| Northern Trust Corp | 29,330,529 | $6.18B | 1.01% | −1,287,681−4.2% | Reduced |
| Bank of New York Mellon Corp | 25,159,942 | $5.31B | 0.99% | −2,144,353−7.9% | Reduced |
| Massachusetts Financial Services Co | 24,940,912 | $5.26B | 1.57% | −3,015,421−10.8% | Reduced |
| Wells Fargo & Company | 24,483,043 | $5.16B | 1.25% | −235,129−1.0% | Reduced |
| Royal Bank of Canada | 24,134,687 | $5.09B | 1.13% | −432,674−1.8% | Reduced |
| Ameriprise Financial Inc | 23,034,175 | $4.86B | 1.25% | −413,219−1.8% | Reduced |
| Dimensional Fund Advisors LP | 21,852,881 | $4.61B | 1.12% | −844,082−3.7% | Reduced |
| Capital Research Global Investors | 20,926,984 | $4.41B | 0.92% | +966,261+4.8% | Added |
| Charles Schwab Investment Management Inc | 20,031,941 | $4.22B | 0.81% | −182,322−0.9% | Reduced |
| UBS Group AG | 19,108,878 | $4.03B | 1.13% | +277,249+1.5% | Added |
| Goldman Sachs Group Inc | 18,908,257 | $3.99B | 0.76% | +618,326+3.4% | Added |
| Legal & General Group Plc | 18,387,232 | $3.88B | 1.02% | −240,867−1.3% | Reduced |
| Fisher Asset Management, LLC | 16,784,272 | $3.54B | 1.45% | +4,043,841+31.7% | Added |
| Nuveen Asset Management, LLC | 16,309,365 | $3.44B | 0.97% | −847,400−4.9% | Reduced |
| Franklin Resources Inc | 15,073,193 | $3.34B | 0.94% | +1,016,289+7.2% | Added |
| UBS Asset Management Americas Inc | 15,084,919 | $3.18B | 0.82% | +302,592+2.0% | Added |
| Invesco Ltd. | 13,444,967 | $2.84B | 0.55% | +194,350+1.5% | Added |
| Deutsche Bank AG | 12,555,619 | $2.65B | 1.08% | −386,016−3.0% | Reduced |
| Neuberger Berman Group LLC | 9,654,858 | $2.04B | 1.59% | −276,398−2.8% | Reduced |
| Raymond James & Associates | 9,209,202 | $1.94B | 1.18% | +46,874+0.5% | Added |
| Barclays PLC | 9,096,701 | $1.92B | 0.85% | −1,235,167−12.0% | Reduced |
| Boston Partners | 8,659,369 | $1.83B | 2.16% | −353,739−3.9% | Reduced |
| Bank of Montreal | 8,328,588 | $1.75B | 0.83% | +564,011+7.3% | Added |
| Sanders Capital, LLC | 8,194,767 | $1.73B | 2.50% | +49,695+0.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,132,911 | $1.71B | 1.77% | −1,130,805−12.2% | Reduced |
| HSBC Holdings PLC | 8,105,115 | $1.70B | 1.06% | −334,877−4.0% | Reduced |
| Clearbridge Investments, LLC | 7,264,820 | $1.53B | 1.20% | −193,236−2.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,017,646 | $1.48B | 1.03% | +261,363+3.9% | Added |
| Envestnet Asset Management Inc | 7,016,298 | $1.48B | 0.48% | −270,407−3.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,893,184 | $1.45B | 0.93% | −60,181−0.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 6,531,055 | $1.38B | 1.17% | −1,220,547−15.7% | Reduced |
| California Public Employees Retirement System | 6,470,897 | $1.36B | 0.95% | +89,547+1.4% | Added |
| Amundi | 6,282,239 | $1.32B | 0.49% | +449,511+7.7% | Added |
| Alliancebernstein L.P. | 5,981,361 | $1.26B | 0.42% | −197,363−3.2% | Reduced |
| Bessemer Group Inc | 5,906,710 | $1.25B | 2.05% | +11,458+0.2% | Added |
| Baird Financial Group, Inc. | 5,864,943 | $1.24B | 2.40% | +24,174+0.4% | Added |
| Principal Financial Group Inc | 5,824,289 | $1.23B | 0.67% | +182,648+3.2% | Added |
| Schroder Investment Management Group | 5,748,395 | $1.21B | 1.24% | +39,754+0.7% | Added |
| Primecap Management Co | 5,647,265 | $1.19B | 0.88% | +64,400+1.2% | Added |
| Unisphere Establishment | 5,350,000 | $1.13B | 10.69% | −36,000−0.7% | Reduced |
| Rhumbline Advisers | 5,302,664 | $1.12B | 1.01% | −114,809−2.1% | Reduced |
| National Pension Service | 5,259,001 | $1.11B | 1.07% | +697,155+15.3% | Added |
| International Assets Investment Management, LLC | 8,954,224 | $1.08B | 4.96% | +8,954,224 | New |
| Janus Henderson Group PLC | 4,840,104 | $1.02B | 0.52% | −2,031,102−29.6% | Reduced |
| TD Asset Management Inc | 4,816,622 | $1.01B | 0.89% | +113,790+2.4% | Added |
| California State Teachers Retirement System | 4,619,636 | $974.1M | 1.14% | −22,307−0.5% | Reduced |
| JPMorgan Chase & Co | 4,450,775 | $938.5M | 0.08% | +319,730+7.7% | Added |
| BNP Paribas Arbitrage, SA | 4,418,413 | $931.7M | 0.91% | +1,346,696+43.8% | Added |
| Citigroup Inc | 4,414,579 | $930.9M | 0.86% | +877,436+24.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,376,176 | $922.8M | 2.24% | +2,535,590+137.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,292,472 | $905.1M | 0.97% | +319,886+8.1% | Added |
| Swedbank AB | 4,185,322 | $882.5M | 1.12% | −58,410−1.4% | Reduced |
| American Century Companies Inc | 4,175,176 | $880.4M | 0.51% | −112,305−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,126,602 | $870.1M | 1.16% | −179,498−4.2% | Reduced |
| Stifel Financial Corp | 4,120,257 | $868.8M | 0.91% | −104,721−2.5% | Reduced |
| Canada Pension Plan Investment Board | 4,119,493 | $868.6M | 0.82% | +769,388+23.0% | Added |
| US Bancorp | 3,894,508 | $821.2M | 1.05% | −36,589−0.9% | Reduced |
| New York State Common Retirement Fund | 3,731,860 | $786.9M | 1.06% | −288,714−7.2% | Reduced |
| LPL Financial LLC | 3,711,324 | $782.6M | 0.35% | +231,763+6.7% | Added |
| National Bank of Canada | 3,705,584 | $781.3M | 1.06% | +251,430+7.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,696,535 | $779.5M | 2.84% | +686,713+22.8% | Added |
| CI Private Wealth, LLC | 3,695,331 | $779.2M | 1.23% | +92,341+2.6% | Added |
| Ensign Peak Advisors, Inc | 3,690,127 | $778.1M | 1.37% | −31,408−0.8% | Reduced |
| Voya Investment Management LLC | 3,599,526 | $759.0M | 0.78% | +1,425,549+65.6% | Added |
| Robeco Institutional Asset Management B.V. | 3,453,443 | $728.2M | 1.45% | +376,057+12.2% | Added |
| DekaBank Deutsche Girozentrale | 3,427,167 | $716.1M | 1.33% | −70,874−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 3,312,554 | $698.5M | 1.25% | +196,239+6.3% | Added |
| Fayez Sarofim & Co | 3,280,209 | $691.7M | 1.76% | +108,801+3.4% | Added |
| Allianz Asset Management GmbH | 3,248,791 | $685.0M | 1.06% | −33,855−1.0% | Reduced |
| Prudential Financial Inc | 3,179,193 | $670.4M | 0.94% | −216,034−6.4% | Reduced |
| Truist Financial Corp | 2,857,873 | $602.6M | 0.95% | −20,020−0.7% | Reduced |
| FIL Ltd | 2,835,673 | $597.9M | 0.54% | −51,396−1.8% | Reduced |
| Mackenzie Financial Corp | 2,829,143 | $596.6M | 0.83% | −40,906−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 2,748,955 | $579.6M | 1.11% | −61,920−2.2% | Reduced |
| HighTower Advisors, LLC | 2,734,317 | $576.3M | 0.82% | +49,938+1.9% | Added |
| Adage Capital Partners GP, L.L.C. | 2,730,866 | $575.8M | 1.02% | −25,000−0.9% | Reduced |
| Victory Capital Management Inc | 2,724,210 | $574.4M | 0.55% | −100,793−3.6% | Reduced |
| Rathbone Brothers plc | 2,706,772 | $570.7M | 2.88% | +81,892+3.1% | Added |
| Manufacturers Life Insurance Company, The | 2,702,703 | $569.9M | 0.50% | −67,823−2.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,692,159 | $567.7M | 1.13% | +1,301,764+93.6% | Added |
| Nordea Investment Management AB | 2,674,799 | $560.4M | 0.64% | +15,320+0.6% | Added |
| New York State Teachers Retirement System | 2,577,719 | $543.5M | 1.12% | −127,204−4.7% | Reduced |
| Great West Life Assurance Co | 2,571,021 | $542.6M | 0.95% | +119,792+4.9% | Added |
| Mariner, LLC | 2,518,890 | $531.1M | 0.94% | +83,289+3.4% | Added |
| Capital Wealth Planning, LLC | 2,500,288 | $527.2M | 4.92% | +42,163+1.7% | Added |
| Blair William & Co | 2,409,476 | $508.1M | 1.49% | +3,777+0.2% | Added |
| Storebrand Asset Management AS | 2,404,097 | $506.9M | 1.60% | −205,537−7.9% | Reduced |
| 1832 Asset Management L.P. | 2,324,980 | $490.2M | 0.82% | −412,062−15.1% | Reduced |