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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 1,992,164 | $477.7M | 1.61% | −148,341−6.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,244,409 | $473.3M | 1.45% | −50,535−2.2% | Reduced |
| Fifth Third Bancorp | 2,242,497 | $472.9M | 1.71% | −5230.0% | Reduced |
| Natixis Advisors, L.P. | 2,225,710 | $469.3M | 0.92% | −45,531−2.0% | Reduced |
| Royal London Asset Management Ltd | 2,216,813 | $467.4M | 1.15% | +46,323+2.1% | Added |
| Standard Life Aberdeen plc | 2,207,524 | $462.6M | 0.85% | −15,659−0.7% | Reduced |
| Korea Investment CORP | 2,172,720 | $458.1M | 1.09% | −389,077−15.2% | Reduced |
| Lord, Abbett & Co. LLC | 2,105,670 | $444.0M | 1.41% | −318,357−13.1% | Reduced |
| M&T Bank Corp | 2,073,655 | $437.3M | 1.44% | −51,634−2.4% | Reduced |
| Brandywine Global Investment Management, LLC | 1,929,797 | $427.4M | 2.85% | −69,898−3.5% | Reduced |
| Bahl & Gaynor Inc | 2,015,899 | $425.1M | 2.19% | +82,308+4.3% | Added |
| Epoch Investment Partners, Inc. | 1,970,814 | $415.6M | 1.86% | +36,581+1.9% | Added |
| Russell Investments Group, Ltd. | 1,948,453 | $410.8M | 0.59% | +181,094+10.2% | Added |
| King Luther Capital Management Corp | 1,942,897 | $409.7M | 1.76% | −47,456−2.4% | Reduced |
| Danske Bank A/S | 1,883,835 | $397.2M | 1.32% | +30,845+1.7% | Added |
| Janney Montgomery Scott LLC | 1,793,267 | $378.1M | 1.06% | +14,224+0.8% | Added |
| Huntington National Bank | 1,784,005 | $376.2M | 2.74% | −13,216−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 1,758,155 | $370.7M | 0.56% | −73,015−4.0% | Reduced |
| Aviva PLC | 1,749,490 | $368.9M | 0.96% | +28,170+1.6% | Added |
| Keybank National Association | 1,733,904 | $365.6M | 1.41% | −23,030−1.3% | Reduced |
| Mairs & Power Inc | 1,720,372 | $362.8M | 3.41% | −3,143−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,718,231 | $362.3M | 0.98% | −99,946−5.5% | Reduced |
| Cerity Partners LLC | 1,715,050 | $361.6M | 0.80% | +210,338+14.0% | Added |
| State of Wisconsin Investment Board | 1,699,241 | $358.3M | 0.90% | +60,400+3.7% | Added |
| First Trust Advisors LP | 1,684,189 | $355.1M | 0.34% | +22,769+1.4% | Added |
| Public Employees Retirement Association of Colorado | 1,664,806 | $351.0M | 1.39% | −1,428−0.1% | Reduced |
| Sarasin & Partners LLP | 1,657,698 | $349.5M | 3.30% | +526,578+46.6% | Added |
| Thrivent Financial for Lutherans | 1,646,181 | $347.1M | 0.66% | −46,351−2.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,619,090 | $341.4M | 0.78% | −41,955−2.5% | Reduced |
| CIBC World Markets Inc. | 1,581,836 | $333.5M | 0.75% | +248,932+18.7% | Added |
| Menora Mivtachim Holdings Ltd. | 1,577,248 | $332.6M | 2.10% | −122,334−7.2% | Reduced |
| Jennison Associates LLC | 1,567,395 | $330.5M | 0.21% | +196,583+14.3% | Added |
| KBC Group NV | 1,560,884 | $329.1M | 0.99% | +512,774+48.9% | Added |
| Ninety One UK Ltd | 1,531,848 | $323.0M | 0.86% | +1,531,848 | New |
| Cincinnati Insurance Co | 1,512,189 | $318.9M | 5.34% | −499,811−24.8% | Reduced |
| Colony Group, LLC | 1,509,936 | $318.4M | 1.06% | −219,235−12.7% | Reduced |
| UniSuper Management Pty Ltd | 1,493,476 | $314.9M | 2.37% | −220,646−12.9% | Reduced |
| Haverford Trust Co | 1,476,755 | $311.4M | 3.03% | −17,794−1.2% | Reduced |
| Ci Investments Inc. | 1,464,943 | $308.9M | 1.18% | +45,601+3.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,455,141 | $306.8M | 0.66% | −109,045−7.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,451,662 | $306.1M | 1.41% | +226,751+18.5% | Added |
| Pictet Asset Management Holding SA | 1,441,285 | $303.9M | 0.33% | +98,854+7.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,440,707 | $303.8M | 3.12% | −52,128−3.5% | Reduced |
| Pinebridge Investments, L.P. | 1,413,152 | $298.0M | 2.25% | +776,277+121.9% | Added |
| Smead Capital Management, Inc. | 1,409,521 | $297.2M | 4.24% | +47,541+3.5% | Added |
| Scotia Capital Inc. | 1,406,663 | $296.6M | 1.59% | +28,212+2.0% | Added |
| Davis Selected Advisers | 1,399,528 | $295.1M | 1.66% | −449,825−24.3% | Reduced |
| Cullen Capital Management LLC | 1,357,083 | $286.2M | 3.12% | −156,823−10.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,352,013 | $285.1M | 0.85% | +61,606+4.8% | Added |
| Zacks Investment Management | 1,326,172 | $279.6M | 2.43% | +137,919+11.6% | Added |
| Asset Management One Co.,Ltd. | 1,320,399 | $278.4M | 0.99% | +13,152+1.0% | Added |
| Public Employees Retirement System of Ohio | 1,319,320 | $278.2M | 1.19% | −12,467−0.9% | Reduced |
| Glenmede Trust Co NA | 1,289,233 | $271.8M | 1.30% | +3,474+0.3% | Added |
| Treasurer of the State of North Carolina | 1,272,330 | $268.3M | 1.07% | +9,450+0.7% | Added |
| Handelsbanken Fonder AB | 1,263,820 | $266.5M | 1.05% | +34,760+2.8% | Added |
| Brown Advisory Inc | 1,261,289 | $266.0M | 0.33% | −3220.0% | Reduced |
| Comerica Bank | 1,240,920 | $261.7M | 1.03% | −11,249−0.9% | Reduced |
| STRS Ohio | 1,231,974 | $259.8M | 1.00% | −1,847−0.1% | Reduced |
| Commerce Bank | 1,219,680 | $257.2M | 1.58% | +2,982+0.2% | Added |
| Eagle Asset Management Inc | 1,072,548 | $254.2M | 1.30% | −36,920−3.3% | Reduced |
| Panagora Asset Management Inc | 1,182,496 | $249.3M | 1.19% | −307,286−20.6% | Reduced |
| Nomura Asset Management Co Ltd | 1,174,598 | $247.7M | 0.76% | +58,574+5.2% | Added |
| Regions Financial Corp | 1,170,836 | $246.9M | 1.78% | −11,449−1.0% | Reduced |
| Great Lakes Advisors, LLC | 1,170,130 | $246.7M | 2.07% | −15,161−1.3% | Reduced |
| Creative Planning | 1,139,115 | $240.2M | 0.24% | +34,746+3.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,118,677 | $235.9M | 2.10% | −228,847−17.0% | Reduced |
| Loomis Sayles & Co L P | 1,082,967 | $228.4M | 0.30% | −75,033−6.5% | Reduced |
| State of Tennessee, Treasury Department | 1,081,415 | $228.0M | 0.80% | −55,686−4.9% | Reduced |
| Omers Administration Corp | 1,079,026 | $227.5M | 2.09% | −1,400−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,078,054 | $227.3M | 0.30% | +377,576+53.9% | Added |
| State of New Jersey Common Pension Fund D | 1,057,075 | $222.9M | 0.92% | +1,277+0.1% | Added |
| Bradley Foster & Sargent Inc | 1,053,769 | $222.2M | 3.72% | +9,627+0.9% | Added |
| Toronto Dominion Bank | 1,052,996 | $222.0M | 0.39% | −802,756−43.3% | Reduced |
| Boston Trust Walden Corp | 1,041,003 | $219.5M | 1.53% | −10,774−1.0% | Reduced |
| CIBC World Markets Corp | 1,031,158 | $217.4M | 1.58% | +51,433+5.2% | Added |
| Paralel Advisors LLC | 1,028,000 | $216.8M | 9.47% | 00.0% | Unchanged |
| Credit Agricole S A | 1,021,590 | $215.4M | 1.13% | +142,100+16.2% | Added |
| Teacher Retirement System of Texas | 1,015,858 | $214.2M | 1.02% | +247,638+32.2% | Added |
| Empower Advisory Group, LLC | 1,012,422 | $213.5M | 0.72% | +5,288+0.5% | Added |
| Thornburg Investment Management Inc | 1,002,707 | $211.4M | 2.75% | +536+0.1% | Added |
| ACR Alpine Capital Research, LLC | 996,942 | $210.2M | 6.21% | −10,043−1.0% | Reduced |
| Public Sector Pension Investment Board | 996,587 | $210.1M | 1.13% | −583,311−36.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 993,654 | $209.5M | 0.19% | +17,034+1.7% | Added |
| Jarislowsky, Fraser Ltd | 979,826 | $206.6M | 1.16% | −47,747−4.6% | Reduced |
| Natixis | 969,860 | $204.5M | 1.25% | +298,448+44.5% | Added |
| Retirement Systems of Alabama | 967,142 | $203.9M | 0.76% | −45,782−4.5% | Reduced |
| Rafferty Asset Management, LLC | 964,586 | $203.4M | 0.70% | −45,445−4.5% | Reduced |
| Nisa Investment Advisors, LLC | 964,358 | $203.3M | 1.20% | −20,076−2.0% | Reduced |
| Bristol John W & Co Inc | 955,653 | $201.5M | 3.22% | −13,140−1.4% | Reduced |
| Westwood Holdings Group Inc. | 940,578 | $198.3M | 0.84% | +63,199+7.2% | Added |
| Compagnie Lombard Odier SCmA | 935,331 | $197.2M | 3.07% | −12,320−1.3% | Reduced |
| Bank of Nova Scotia | 926,827 | $195.4M | 0.39% | −1,004,388−52.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 909,221 | $191.7M | 1.11% | −16,035−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 919,676 | $190.2M | 1.54% | +31,280+3.5% | Added |
| Macquarie Group Ltd | 895,496 | $188.8M | 0.20% | −532,006−37.3% | Reduced |
| DnB Asset Management AS | 893,013 | $188.3M | 0.85% | −351,764−28.3% | Reduced |
| Pzena Investment Management LLC | 884,350 | $186.5M | 0.60% | −76,182−7.9% | Reduced |
| Advisor Group Holdings, Inc. | 883,525 | $186.4M | 0.42% | −45,544−4.9% | Reduced |
| Cetera Investment Advisers | 881,974 | $186.0M | 0.41% | +1,660+0.2% | Added |
| Tredje AP-fonden | 846,501 | $178.5M | 1.62% | 00.0% | Unchanged |