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 |
|---|---|---|---|---|---|
| Sanctuary Advisors, LLC | 716,329 | $178.0M | 1.13% | +51,551+7.8% | Added |
| MML Investors Services, LLC | 834,666 | $176.0M | 0.64% | +32,529+4.1% | Added |
| Arizona State Retirement System | 823,377 | $173.6M | 1.09% | −9,260−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 805,720 | $169.9M | 0.26% | +24,129+3.1% | Added |
| SEI Investments Co | 803,488 | $169.4M | 0.22% | +30,905+4.0% | Added |
| First Financial Bankshares Inc | 797,970 | $168.3M | 3.54% | −9,256−1.1% | Reduced |
| Actiam N.V. | 794,613 | $167.6M | 2.96% | +24,392+3.2% | Added |
| Douglas Lane & Associates, LLC | 791,945 | $167.0M | 2.30% | −36,681−4.4% | Reduced |
| RE Advisers Corp | 790,636 | $166.7M | 3.97% | −18,700−2.3% | Reduced |
| LSV Asset Management | 774,900 | $163.4M | 0.35% | −55,600−6.7% | Reduced |
| State of Michigan Retirement System | 774,831 | $163.4M | 0.81% | −11,600−1.5% | Reduced |
| AQR Capital Management LLC | 782,142 | $162.3M | 0.22% | +174,056+28.6% | Added |
| Bartlett & Co. Wealth Management LLC | 769,492 | $162.3M | 2.33% | −21,301−2.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 767,664 | $161.9M | 3.13% | −4,402−0.6% | Reduced |
| Employees Retirement System of Texas | 765,800 | $161.5M | 1.40% | −30,671−3.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 810,809 | $161.2M | 1.15% | −114,644−12.4% | Reduced |
| Quilter Plc | 758,445 | $159.9M | 3.26% | −13,829−1.8% | Reduced |
| Clark Capital Management Group, Inc. | 756,806 | $159.6M | 1.09% | −230,177−23.3% | Reduced |
| James Hambro & Partners | 745,636 | $157.2M | 6.55% | −15,786−2.1% | Reduced |
| Capital Group Private Client Services, Inc. | 743,883 | $156.9M | 1.49% | −26,307−3.4% | Reduced |
| Calamos Advisors LLC | 741,947 | $156.4M | 0.73% | −9,889−1.3% | Reduced |
| Forsta Ap-Fonden | 741,400 | $156.3M | 1.20% | +67,900+10.1% | Added |
| MetLife Investment Management | 740,203 | $156.1M | 0.90% | −25,678−3.4% | Reduced |
| Captrust Financial Advisors | 734,375 | $154.9M | 0.46% | +12,411+1.7% | Added |
| Stonegate Investment Group, LLC | 730,200 | $154.0M | 4.06% | +9,665+1.3% | Added |
| Kames Capital plc | 707,945 | $149.2M | 2.03% | −44,350−5.9% | Reduced |
| AXA S.A. | 706,656 | $149.0M | 0.44% | −148,812−17.4% | Reduced |
| Gateway Investment Advisers LLC | 702,781 | $148.2M | 1.63% | −2750.0% | Reduced |
| Welch & Forbes LLC | 702,477 | $148.1M | 1.89% | −6,713−0.9% | Reduced |
| Susquehanna International Group, LLP | 695,893 | $146.7M | 0.25% | −212,802−23.4% | Reduced |
| Mercer Global Advisors Inc | 706,851 | $146.7M | 0.34% | +66,363+10.4% | Added |
| EP Wealth Advisors, LLC | 694,179 | $146.4M | 1.26% | +44,701+6.9% | Added |
| Corebridge Financial, Inc. | 685,239 | $144.5M | 0.77% | −26,419−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 692,809 | $143.6M | 0.64% | +95,461+16.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 676,102 | $142.6M | 1.53% | +22,285+3.4% | Added |
| ProShare Advisors LLC | 662,015 | $139.6M | 0.34% | −44,215−6.3% | Reduced |
| Los Angeles Capital Management LLC | 658,981 | $139.0M | 0.56% | −102,610−13.5% | Reduced |
| Evercore Wealth Management, LLC | 656,148 | $138.4M | 2.08% | −7,467−1.1% | Reduced |
| Kestra Advisory Services, LLC | 636,355 | $134.2M | 0.74% | −41,886−6.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 630,303 | $132.9M | 2.85% | −2,972−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 626,920 | $132.2M | 2.66% | −3,916−0.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 626,100 | $132.0M | 0.93% | −27,500−4.2% | Reduced |
| Peapack Gladstone Financial Corp | 626,101 | $132.0M | 1.90% | −4,101−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 619,365 | $130.6M | 0.82% | −11,400−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 616,824 | $130.1M | 1.20% | +57,482+10.3% | Added |
| Whittier Trust Co | 607,673 | $128.1M | 1.71% | −29,338−4.6% | Reduced |
| GWM Advisors LLC | 605,089 | $127.6M | 0.83% | +61,090+11.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 602,385 | $127.0M | 0.43% | +9,767+1.6% | Added |
| Oppenheimer Asset Management Inc. | 601,354 | $126.8M | 1.53% | −11,033−1.8% | Reduced |
| Factory Mutual Insurance Co | 592,425 | $124.9M | 1.29% | +20,000+3.5% | Added |
| Davenport & Co LLC | 589,594 | $124.3M | 0.73% | −402,083−40.5% | Reduced |
| Cresset Asset Management, LLC | 586,341 | $123.6M | 0.48% | +11,182+1.9% | Added |
| Czech National Bank | 579,485 | $122.2M | 1.23% | +32,261+5.9% | Added |
| IFM Investors Pty Ltd | 578,345 | $121.9M | 1.17% | −2,615−0.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 577,841 | $121.8M | 1.43% | −1,186−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 576,669 | $121.6M | 1.06% | +76,710+15.3% | Added |
| Morningstar Investment Services LLC | 575,463 | $121.1M | 1.24% | −2,682−0.5% | Reduced |
| Varma Mutual Pension Insurance Co | 545,111 | $121.0M | 0.96% | −25,000−4.4% | Reduced |
| Amalgamated Bank | 562,511 | $118.6M | 0.98% | −16,318−2.8% | Reduced |
| Assetmark, Inc | 557,978 | $117.7M | 0.34% | +17,998+3.3% | Added |
| Agf Management Ltd | 553,435 | $116.7M | 0.59% | −10,787−1.9% | Reduced |
| Bridges Investment Management Inc | 552,321 | $116.5M | 1.63% | −6,299−1.1% | Reduced |
| Candriam Luxembourg S.C.A. | 541,461 | $114.2M | 0.66% | +44,638+9.0% | Added |
| Employees Provident Fund Board | 533,677 | $112.5M | 1.54% | +114,846+27.4% | Added |
| TCW Group Inc | 532,798 | $112.3M | 0.98% | −42,368−7.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 498,113 | $110.3M | 0.98% | +24,849+5.3% | Added |
| Qube Research & Technologies Ltd | 520,031 | $109.7M | 0.20% | +433,801+503.1% | Added |
| Nissay Asset Management Corp | 519,736 | $109.6M | 0.69% | +25,319+5.1% | Added |
| Commerzbank Aktiengesellschaft | 514,443 | $108.5M | 2.89% | −2,298−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 511,182 | $107.8M | 0.53% | −9,348−1.8% | Reduced |
| Acadian Asset Management LLC | 509,902 | $107.5M | 0.33% | −6,957−1.3% | Reduced |
| Tiaa Trust, National Association | 509,643 | $107.5M | 0.32% | −26,020−4.9% | Reduced |
| Capital International Inc | 508,053 | $107.1M | 1.35% | −8,814−1.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 503,458 | $106.2M | 0.26% | −59,440−10.6% | Reduced |
| LGT Group Foundation | 511,501 | $106.0M | 1.74% | +5,356+1.1% | Added |
| CIBC Asset Management Inc | 498,375 | $105.0M | 0.34% | +29,470+6.3% | Added |
| Wilkinson Global Asset Management LLC | 489,380 | $103.2M | 6.22% | −15,889−3.1% | Reduced |
| Crawford Investment Counsel Inc | 486,814 | $102.6M | 1.75% | −9,906−2.0% | Reduced |
| QRG Capital Management, Inc. | 486,182 | $102.5M | 1.11% | +23,567+5.1% | Added |
| SG Americas Securities, LLC | 486,076 | $102.5M | 0.39% | +44,580+10.1% | Added |
| Capital Advisors Inc | 485,250 | $102.3M | 2.05% | −76,389−13.6% | Reduced |
| Umb Bank N A | 484,536 | $102.2M | 1.59% | −10,175−2.1% | Reduced |
| Staley Capital Advisers Inc | 479,383 | $101.1M | 4.52% | −1,265−0.3% | Reduced |
| British Columbia Investment Management Corp | 479,155 | $101.0M | 0.61% | −70,964−12.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 476,214 | $100.4M | 1.02% | +476,214 | New |
| Citadel Advisors LLC | 474,397 | $100.0M | 0.10% | −530,783−52.8% | Reduced |
| Utah Retirement Systems | 474,369 | $100.0M | 1.13% | +2,100+0.4% | Added |
| AMF Pensionsforsakring AB | 473,785 | $100.0M | 0.71% | +69,451+17.2% | Added |
| Financial Counselors Inc | 470,380 | $99.2M | 1.47% | +20,646+4.6% | Added |
| Basswood Capital Management, L.L.C. | 469,496 | $99.0M | 5.11% | 00.0% | Unchanged |
| Sapient Capital LLC | 467,473 | $98.6M | 1.98% | +7,718+1.7% | Added |
| Mawer Investment Management Ltd. | 461,964 | $97.4M | 0.44% | −26,962−5.5% | Reduced |
| Eastern Bank | 455,764 | $96.1M | 1.72% | +275,904+153.4% | Added |
| USS Investment Management Ltd | 453,622 | $95.6M | 0.70% | −11,303−2.4% | Reduced |
| Pathstone Holdings, LLC | 452,101 | $95.3M | 0.43% | −2,775−0.6% | Reduced |
| Jones Financial Companies LLLP | 445,031 | $93.7M | 0.10% | +157,905+55.0% | Added |
| Advisors Capital Management, LLC | 441,641 | $93.1M | 1.52% | +1,384+0.3% | Added |
| APG Asset Management N.V. | 488,733 | $92.3M | 0.61% | −3,608,915−88.1% | Reduced |
| Daiwa Securities Group Inc. | 436,730 | $92.1M | 0.43% | +16,673+4.0% | Added |
| Adviser Investments LLC | 433,596 | $91.4M | 1.14% | +26,378+6.5% | Added |