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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 2,201,007 | $527.6M | 1.91% | −41,490−1.9% | Reduced |
| Royal London Asset Management Ltd | 2,194,270 | $526.0M | 1.28% | −22,543−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,186,455 | $524.1M | 1.60% | −57,954−2.6% | Reduced |
| Citadel Advisors LLC | 2,184,102 | $523.6M | 0.48% | +1,709,705+360.4% | Added |
| Korea Investment CORP | 2,115,891 | $507.2M | 1.20% | −56,829−2.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,095,254 | $502.3M | 1.04% | −596,905−22.2% | Reduced |
| M&T Bank Corp | 2,050,096 | $491.4M | 1.65% | −23,559−1.1% | Reduced |
| Standard Life Aberdeen plc | 2,025,497 | $485.6M | 0.91% | −182,027−8.2% | Reduced |
| Bahl & Gaynor Inc | 1,995,558 | $478.4M | 2.53% | −20,341−1.0% | Reduced |
| Lord, Abbett & Co. LLC | 1,988,742 | $476.7M | 1.51% | −116,928−5.6% | Reduced |
| Credit Agricole S A | 1,976,397 | $473.8M | 1.61% | +954,807+93.5% | Added |
| Ninety One UK Ltd | 1,932,617 | $463.3M | 1.24% | +400,769+26.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,894,131 | $454.0M | 0.90% | +1,894,131 | New |
| Rockefeller Capital Management L.P. | 1,888,376 | $452.5M | 1.17% | +170,145+9.9% | Added |
| Russell Investments Group, Ltd. | 1,870,328 | $448.3M | 0.62% | −78,125−4.0% | Reduced |
| King Luther Capital Management Corp | 1,869,145 | $448.1M | 1.94% | −73,752−3.8% | Reduced |
| Aviva PLC | 1,851,809 | $443.9M | 1.15% | +102,319+5.8% | Added |
| Danske Bank A/S | 1,833,018 | $439.4M | 1.31% | −50,817−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 1,831,468 | $439.0M | 1.74% | +166,662+10.0% | Added |
| Brandywine Global Investment Management, LLC | 1,804,882 | $432.6M | 3.14% | −124,915−6.5% | Reduced |
| Huntington National Bank | 1,803,595 | $432.3M | 3.08% | +19,590+1.1% | Added |
| KBC Group NV | 1,800,791 | $431.7M | 1.19% | +239,907+15.4% | Added |
| Janney Montgomery Scott LLC | 1,795,227 | $430.3M | 1.19% | +1,960+0.1% | Added |
| First Trust Advisors LP | 1,788,544 | $428.7M | 0.38% | +104,355+6.2% | Added |
| Commonwealth Equity Services, LLC | 1,766,041 | $423.3M | 0.62% | +7,886+0.4% | Added |
| Bank of Nova Scotia | 1,753,991 | $420.5M | 0.74% | +827,164+89.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,743,468 | $417.9M | 1.19% | +391,455+29.0% | Added |
| Jennison Associates LLC | 1,736,535 | $416.3M | 0.25% | +169,140+10.8% | Added |
| UniSuper Management Pty Ltd | 1,720,281 | $412.4M | 2.96% | +226,805+15.2% | Added |
| Keybank National Association | 1,718,019 | $411.8M | 1.58% | −15,885−0.9% | Reduced |
| Epoch Investment Partners, Inc. | 1,715,909 | $411.3M | 1.99% | −254,905−12.9% | Reduced |
| Mairs & Power Inc | 1,714,289 | $410.9M | 3.98% | −6,083−0.4% | Reduced |
| CIBC World Markets Inc. | 1,700,757 | $407.7M | 0.94% | +118,921+7.5% | Added |
| Pinebridge Investments, L.P. | 1,685,696 | $404.1M | 3.08% | +272,544+19.3% | Added |
| Millennium Management LLC | 1,674,983 | $401.5M | 0.35% | +1,660,595+11,541.5% | Added |
| State of Wisconsin Investment Board | 1,617,139 | $387.6M | 1.00% | −82,102−4.8% | Reduced |
| Cerity Partners LLC | 1,651,743 | $387.3M | 0.84% | −63,307−3.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,603,327 | $384.3M | 0.74% | +148,186+10.2% | Added |
| Squarepoint Ops LLC | 1,571,998 | $376.8M | 0.97% | +1,337,484+570.3% | Added |
| Scotia Capital Inc. | 1,528,994 | $366.5M | 1.93% | +122,331+8.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,521,986 | $364.8M | 0.86% | −97,104−6.0% | Reduced |
| Omers Administration Corp | 1,521,951 | $364.8M | 3.19% | +442,925+41.0% | Added |
| Cincinnati Insurance Co | 1,512,189 | $362.5M | 6.40% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,489,735 | $357.1M | 0.69% | −156,446−9.5% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,484,314 | $355.8M | 2.23% | −92,934−5.9% | Reduced |
| Haverford Trust Co | 1,472,791 | $353.0M | 3.51% | −3,964−0.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,409,706 | $337.3M | 1.52% | −41,956−2.9% | Reduced |
| Ci Investments Inc. | 1,397,351 | $335.0M | 1.26% | −67,592−4.6% | Reduced |
| Pictet Asset Management Holding SA | 1,389,417 | $333.1M | 0.36% | −51,868−3.6% | Reduced |
| Sarasin & Partners LLP | 1,384,963 | $332.0M | 3.66% | −272,735−16.5% | Reduced |
| Handelsbanken Fonder AB | 1,361,319 | $326.3M | 1.25% | +97,499+7.7% | Added |
| Susquehanna International Group, LLP | 1,331,000 | $319.1M | 0.48% | +635,107+91.3% | Added |
| Asset Management One Co.,Ltd. | 1,311,220 | $316.2M | 1.09% | −9,179−0.7% | Reduced |
| ACR Alpine Capital Research, LLC | 1,296,290 | $310.7M | 6.73% | +299,348+30.0% | Added |
| Cullen Capital Management LLC | 1,290,637 | $309.4M | 3.60% | −66,446−4.9% | Reduced |
| Brown Advisory Inc | 1,263,204 | $302.8M | 0.38% | +1,915+0.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,261,709 | $302.4M | 3.42% | −178,998−12.4% | Reduced |
| Treasurer of the State of North Carolina | 1,259,400 | $301.9M | 1.18% | −12,930−1.0% | Reduced |
| Great Lakes Advisors, LLC | 1,217,007 | $291.7M | 2.50% | +46,877+4.0% | Added |
| Public Employees Retirement System of Ohio | 1,213,214 | $290.8M | 1.00% | −106,106−8.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,210,220 | $290.1M | 0.87% | +35,622+3.0% | Added |
| Comerica Bank | 1,204,581 | $288.8M | 1.16% | −36,339−2.9% | Reduced |
| Commerce Bank | 1,203,140 | $288.4M | 1.78% | −16,540−1.4% | Reduced |
| Glenmede Trust Co NA | 1,194,840 | $286.4M | 1.46% | −94,393−7.3% | Reduced |
| Zacks Investment Management | 1,191,720 | $285.7M | 2.64% | −134,452−10.1% | Reduced |
| Public Sector Pension Investment Board | 1,188,479 | $284.9M | 1.20% | +191,892+19.3% | Added |
| Creative Planning | 1,179,960 | $282.8M | 0.28% | +40,845+3.6% | Added |
| Regions Financial Corp | 1,158,011 | $277.6M | 2.04% | −12,825−1.1% | Reduced |
| STRS Ohio | 1,148,661 | $275.3M | 1.09% | −83,313−6.8% | Reduced |
| KLP Kapitalforvaltning AS | 1,080,632 | $259.0M | 1.23% | +1,080,632 | New |
| Smead Capital Management, Inc. | 1,080,528 | $259.0M | 4.02% | −328,993−23.3% | Reduced |
| Teacher Retirement System of Texas | 1,074,502 | $257.6M | 0.93% | +58,644+5.8% | Added |
| Bradley Foster & Sargent Inc | 1,055,445 | $253.0M | 4.25% | +1,676+0.2% | Added |
| State of New Jersey Common Pension Fund D | 1,048,689 | $251.4M | 1.01% | −8,386−0.8% | Reduced |
| Loomis Sayles & Co L P | 1,040,126 | $249.3M | 0.31% | −42,841−4.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,028,164 | $246.5M | 0.21% | +34,510+3.5% | Added |
| Paralel Advisors LLC | 1,028,000 | $246.4M | 10.51% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 1,027,602 | $246.3M | 1.73% | −13,401−1.3% | Reduced |
| State of Tennessee, Treasury Department | 1,022,304 | $245.1M | 0.89% | −59,111−5.5% | Reduced |
| Empower Advisory Group, LLC | 1,017,651 | $243.9M | 0.82% | +5,229+0.5% | Added |
| DnB Asset Management AS | 1,008,419 | $241.7M | 1.05% | +115,406+12.9% | Added |
| Rafferty Asset Management, LLC | 993,280 | $238.1M | 0.84% | +28,694+3.0% | Added |
| Toronto Dominion Bank | 985,319 | $236.2M | 0.45% | −67,677−6.4% | Reduced |
| Compagnie Lombard Odier SCmA | 984,035 | $235.9M | 3.48% | +48,704+5.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 982,594 | $235.5M | 1.32% | +982,594 | New |
| Jarislowsky, Fraser Ltd | 972,123 | $233.0M | 1.36% | −7,703−0.8% | Reduced |
| CIBC World Markets Corp | 967,703 | $232.0M | 1.36% | −63,455−6.2% | Reduced |
| TD Waterhouse Canada Inc. | 966,485 | $231.9M | 1.87% | +46,809+5.1% | Added |
| Retirement Systems of Alabama | 956,365 | $229.3M | 0.85% | −10,777−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 949,130 | $227.5M | 0.88% | −15,228−1.6% | Reduced |
| Bristol John W & Co Inc | 934,568 | $224.0M | 3.68% | −21,085−2.2% | Reduced |
| Axiom Investors LLC | 930,284 | $223.0M | 1.64% | +930,284 | New |
| AQR Capital Management LLC | 911,026 | $218.4M | 0.28% | +128,884+16.5% | Added |
| Cetera Investment Advisers | 898,632 | $215.4M | 0.45% | +16,658+1.9% | Added |
| Westwood Holdings Group Inc. | 882,849 | $211.6M | 1.63% | −57,729−6.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 881,220 | $211.2M | 7.38% | +525,631+147.8% | Added |
| Macquarie Group Ltd | 1,101,211 | $208.1M | 0.25% | +205,715+23.0% | Added |
| MML Investors Services, LLC | 866,057 | $207.6M | 0.72% | +31,391+3.8% | Added |
| Worldquant Millennium Advisors LLC | 858,101 | $205.7M | 1.33% | +567,305+195.1% | Added |
| Resona Asset Management Co.,Ltd. | 854,807 | $205.1M | 1.21% | −54,414−6.0% | Reduced |