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, Q4 2024
Institutional positions in JPMorgan Chase & Co as of Dec 31, 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
- 4,679
- +540 vs. Q3 2024
- Shares held
- 2.05B
- +24.0M (+1.2%) vs. Q3 2024
- Total value
- $490.0B
- +$64.3B (+15.1%) vs. Q3 2024
- New holders
- 623
- 1,715 more added
- Sold out
- 83
- 1,942 more reduced
76 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,384,047 | $65.3B | 1.14% | +233,647+0.1% | Added |
| BlackRock, Inc. | 206,688,240 | $49.5B | 1.00% | +4,264,493+2.1% | Added |
| State Street Corp | 127,285,458 | $30.5B | 1.20% | +1,206,096+1.0% | Added |
| Morgan Stanley | 68,844,649 | $16.5B | 1.16% | −372,239−0.5% | Reduced |
| Geode Capital Management, LLC | 59,220,603 | $14.2B | 1.10% | +876,417+1.5% | Added |
| Bank of America Corp | 49,393,655 | $11.8B | 1.10% | −656,285−1.3% | Reduced |
| FMR LLC | 48,208,266 | $11.6B | 0.69% | −121,021−0.3% | Reduced |
| Norges Bank | 34,670,579 | $8.31B | 1.09% | −1,157,276−3.2% | Reduced |
| Northern Trust Corp | 33,845,676 | $8.11B | 1.15% | +4,515,147+15.4% | Added |
| Capital International Investors | 32,833,483 | $7.87B | 1.48% | −938,440−2.8% | Reduced |
| Price T Rowe Associates Inc | 29,693,944 | $7.12B | 0.82% | −407,825−1.4% | Reduced |
| Wellington Management Group LLP | 29,330,608 | $7.03B | 1.29% | −468,913−1.6% | Reduced |
| Capital World Investors | 28,873,932 | $6.92B | 1.05% | −5,490,743−16.0% | Reduced |
| Bank of New York Mellon Corp | 24,346,927 | $5.84B | 1.08% | −813,015−3.2% | Reduced |
| Wells Fargo & Company | 24,236,810 | $5.81B | 1.40% | −246,233−1.0% | Reduced |
| Royal Bank of Canada | 23,033,823 | $5.52B | 1.19% | −1,100,864−4.6% | Reduced |
| Capital Research Global Investors | 22,841,033 | $5.48B | 1.13% | +1,914,049+9.1% | Added |
| Ameriprise Financial Inc | 22,544,716 | $5.41B | 1.39% | −489,459−2.1% | Reduced |
| Massachusetts Financial Services Co | 21,831,090 | $5.23B | 1.65% | −3,109,822−12.5% | Reduced |
| Dimensional Fund Advisors LP | 21,292,349 | $5.10B | 1.23% | −560,532−2.6% | Reduced |
| Goldman Sachs Group Inc | 20,320,229 | $4.87B | 0.93% | +1,411,972+7.5% | Added |
| Charles Schwab Investment Management Inc | 20,103,063 | $4.82B | 0.89% | +71,122+0.4% | Added |
| UBS Group AG | 19,961,287 | $4.78B | 1.07% | +852,409+4.5% | Added |
| Legal & General Group Plc | 18,610,663 | $4.46B | 1.18% | +223,431+1.2% | Added |
| UBS Asset Management Americas Inc | 17,550,491 | $4.21B | 0.98% | +2,465,572+16.3% | Added |
| Fisher Asset Management, LLC | 17,401,436 | $4.17B | 1.66% | +617,164+3.7% | Added |
| Nuveen Asset Management, LLC | 15,966,240 | $3.83B | 1.08% | −343,125−2.1% | Reduced |
| Raymond James Financial Inc | 14,655,399 | $3.51B | 1.30% | +14,655,399 | New |
| Franklin Resources Inc | 13,684,786 | $3.28B | 0.92% | −1,388,407−9.2% | Reduced |
| Invesco Ltd. | 13,207,448 | $3.17B | 0.59% | −237,519−1.8% | Reduced |
| Deutsche Bank AG | 12,510,063 | $3.00B | 1.18% | −45,556−0.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,684,810 | $2.56B | 2.73% | +2,551,899+31.4% | Added |
| Neuberger Berman Group LLC | 9,110,620 | $2.18B | 1.73% | −544,238−5.6% | Reduced |
| Boston Partners | 8,362,997 | $2.01B | 2.45% | −296,372−3.4% | Reduced |
| Sanders Capital, LLC | 8,250,369 | $1.98B | 2.89% | +55,602+0.7% | Added |
| Barclays PLC | 8,007,741 | $1.92B | 0.95% | −1,088,960−12.0% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 7,466,187 | $1.79B | 5.79% | +3,769,652+102.0% | Added |
| HSBC Holdings PLC | 7,282,254 | $1.75B | 1.08% | −822,861−10.2% | Reduced |
| Envestnet Asset Management Inc | 7,083,363 | $1.70B | 0.55% | +67,065+1.0% | Added |
| Bank of Montreal | 6,878,949 | $1.65B | 0.83% | −1,449,639−17.4% | Reduced |
| The PNC Financial Services Group, Inc. | 6,834,223 | $1.64B | 1.10% | −58,961−0.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,798,411 | $1.63B | 1.10% | −219,235−3.1% | Reduced |
| Clearbridge Investments, LLC | 6,709,410 | $1.61B | 1.30% | −555,410−7.6% | Reduced |
| California Public Employees Retirement System | 6,242,298 | $1.50B | 1.00% | −228,599−3.5% | Reduced |
| Schroder Investment Management Group | 6,138,808 | $1.47B | 1.41% | +390,413+6.8% | Added |
| Alliancebernstein L.P. | 6,109,144 | $1.46B | 0.50% | +127,783+2.1% | Added |
| Baird Financial Group, Inc. | 5,966,701 | $1.43B | 2.74% | +101,758+1.7% | Added |
| Bessemer Group Inc | 5,822,364 | $1.40B | 2.28% | −84,346−1.4% | Reduced |
| Principal Financial Group Inc | 5,578,586 | $1.34B | 0.73% | −245,703−4.2% | Reduced |
| Amundi | 5,313,437 | $1.29B | 0.45% | −968,802−15.4% | Reduced |
| Unisphere Establishment | 5,327,000 | $1.28B | 11.13% | −23,000−0.4% | Reduced |
| Primecap Management Co | 5,319,450 | $1.28B | 0.99% | −327,815−5.8% | Reduced |
| Rhumbline Advisers | 5,172,257 | $1.24B | 1.11% | −130,407−2.5% | Reduced |
| National Pension Service | 5,077,397 | $1.22B | 1.15% | −181,604−3.5% | Reduced |
| TD Asset Management Inc | 4,959,479 | $1.19B | 1.05% | +142,857+3.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,634,377 | $1.13B | 1.09% | +341,905+8.0% | Added |
| California State Teachers Retirement System | 4,449,737 | $1.07B | 1.25% | −169,899−3.7% | Reduced |
| JPMorgan Chase & Co | 4,432,760 | $1.06B | 0.08% | −18,015−0.4% | Reduced |
| Citigroup Inc | 4,365,182 | $1.05B | 1.01% | −49,397−1.1% | Reduced |
| Janus Henderson Group PLC | 4,182,161 | $1.00B | 0.51% | −657,943−13.6% | Reduced |
| Stifel Financial Corp | 4,156,140 | $996.3M | 1.04% | +35,883+0.9% | Added |
| Swedbank AB | 4,127,198 | $989.3M | 1.22% | −58,124−1.4% | Reduced |
| American Century Companies Inc | 4,034,538 | $967.1M | 0.56% | −140,638−3.4% | Reduced |
| LPL Financial LLC | 4,017,292 | $963.0M | 0.39% | +305,968+8.2% | Added |
| Canada Pension Plan Investment Board | 3,858,960 | $925.0M | 0.88% | −260,533−6.3% | Reduced |
| US Bancorp | 3,849,092 | $922.7M | 1.21% | −45,416−1.2% | Reduced |
| Voya Investment Management LLC | 3,835,922 | $919.5M | 0.96% | +236,396+6.6% | Added |
| Fayez Sarofim & Co | 3,769,853 | $910.2M | 2.21% | +489,644+14.9% | Added |
| BNP Paribas Arbitrage, SA | 3,796,659 | $910.1M | 0.70% | −621,754−14.1% | Reduced |
| New York State Common Retirement Fund | 3,740,260 | $896.6M | 1.20% | +8,400+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,637,154 | $871.9M | 1.87% | −739,022−16.9% | Reduced |
| Ensign Peak Advisors, Inc | 3,599,140 | $862.7M | 1.53% | −90,987−2.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,542,509 | $849.2M | 1.61% | +89,066+2.6% | Added |
| CI Private Wealth, LLC | 3,526,963 | $838.5M | 1.39% | −168,368−4.6% | Reduced |
| DekaBank Deutsche Girozentrale | 3,427,167 | $816.6M | 1.51% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,242,788 | $788.4M | 1.43% | −69,766−2.1% | Reduced |
| National Bank of Canada | 3,129,749 | $750.2M | 0.97% | −575,835−15.5% | Reduced |
| Nordea Investment Management AB | 3,062,925 | $735.0M | 0.77% | +388,126+14.5% | Added |
| FIL Ltd | 2,982,605 | $715.0M | 0.67% | +146,932+5.2% | Added |
| HighTower Advisors, LLC | 2,881,451 | $690.7M | 0.94% | +147,134+5.4% | Added |
| Prudential Financial Inc | 2,880,517 | $690.5M | 0.95% | −298,676−9.4% | Reduced |
| Allianz Asset Management GmbH | 2,878,895 | $690.1M | 1.00% | −369,896−11.4% | Reduced |
| Truist Financial Corp | 2,870,965 | $688.2M | 1.08% | +13,092+0.5% | Added |
| Rathbone Brothers plc | 2,836,572 | $680.0M | 3.29% | +129,800+4.8% | Added |
| State Board of Administration of Florida Retirement System | 2,729,180 | $654.2M | 1.24% | −19,775−0.7% | Reduced |
| Victory Capital Management Inc | 2,683,987 | $643.4M | 0.63% | −40,223−1.5% | Reduced |
| Mariner, LLC | 2,679,863 | $642.4M | 1.08% | +160,973+6.4% | Added |
| Manufacturers Life Insurance Company, The | 2,677,736 | $641.9M | 0.56% | −24,967−0.9% | Reduced |
| Mackenzie Financial Corp | 2,646,963 | $634.5M | 0.86% | −182,180−6.4% | Reduced |
| APG Asset Management N.V. | 2,725,473 | $630.9M | 1.76% | +2,236,740+457.7% | Added |
| Adage Capital Partners GP, L.L.C. | 2,613,266 | $626.4M | 1.10% | −117,600−4.3% | Reduced |
| Great West Life Assurance Co | 2,603,619 | $624.5M | 1.08% | +32,598+1.3% | Added |
| Storebrand Asset Management AS | 2,439,608 | $584.8M | 1.78% | +35,511+1.5% | Added |
| New York State Teachers Retirement System | 2,436,623 | $584.1M | 1.23% | −141,096−5.5% | Reduced |
| Capital Wealth Planning, LLC | 2,400,139 | $575.3M | 5.32% | −100,149−4.0% | Reduced |
| Blair William & Co | 2,384,611 | $571.6M | 1.66% | −24,865−1.0% | Reduced |
| 1832 Asset Management L.P. | 2,366,981 | $567.4M | 1.01% | +42,001+1.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,127,083 | $549.8M | 1.70% | +134,919+6.8% | Added |
| Colony Group, LLC | 2,253,300 | $540.1M | 1.40% | +743,364+49.2% | Added |
| Natixis Advisors, L.P. | 2,211,850 | $530.2M | 0.99% | −13,860−0.6% | Reduced |