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, Q1 2025
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2025. 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
- +77 vs. Q4 2024
- Shares held
- 2.02B
- −6.14M (−0.3%) vs. Q4 2024
- Total value
- $494.6B
- +$9.91B (+2.0%) vs. Q4 2024
- New holders
- 207
- 1,874 more added
- Sold out
- 130
- 2,140 more reduced
77 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 272,796,588 | $66.9B | 1.21% | +412,541+0.2% | Added |
| BlackRock, Inc. | 208,215,538 | $51.1B | 1.08% | +1,527,298+0.7% | Added |
| State Street Corp | 127,518,423 | $31.3B | 1.29% | +232,965+0.2% | Added |
| Morgan Stanley | 69,354,784 | $17.0B | 1.22% | +510,135+0.7% | Added |
| Geode Capital Management, LLC | 60,829,111 | $14.9B | 1.17% | +1,608,508+2.7% | Added |
| Bank of America Corp | 47,585,655 | $11.7B | 1.04% | −1,808,000−3.7% | Reduced |
| FMR LLC | 47,005,308 | $11.5B | 0.74% | −1,202,958−2.5% | Reduced |
| Norges Bank | 34,922,622 | $8.57B | 1.20% | +252,043+0.7% | Added |
| Northern Trust Corp | 33,118,098 | $8.12B | 1.21% | −727,578−2.1% | Reduced |
| Price T Rowe Associates Inc | 28,907,315 | $7.09B | 0.87% | −786,629−2.6% | Reduced |
| Capital International Investors | 28,778,237 | $7.06B | 1.39% | −4,055,246−12.4% | Reduced |
| Capital World Investors | 25,178,569 | $6.18B | 1.00% | −3,695,363−12.8% | Reduced |
| Bank of New York Mellon Corp | 24,801,153 | $6.08B | 1.21% | +454,226+1.9% | Added |
| Wells Fargo & Company | 23,997,430 | $5.89B | 1.42% | −239,380−1.0% | Reduced |
| Wellington Management Group LLP | 23,865,573 | $5.85B | 1.13% | −5,465,035−18.6% | Reduced |
| Royal Bank of Canada | 23,341,904 | $5.73B | 1.28% | +308,081+1.3% | Added |
| Ameriprise Financial Inc | 22,419,005 | $5.50B | 1.49% | −125,711−0.6% | Reduced |
| UBS Group AG | 21,966,473 | $5.39B | 1.19% | +2,005,186+10.0% | Added |
| Capital Research Global Investors | 21,395,315 | $5.25B | 1.14% | −1,445,718−6.3% | Reduced |
| Dimensional Fund Advisors LP | 20,098,773 | $4.93B | 1.23% | −1,193,576−5.6% | Reduced |
| Goldman Sachs Group Inc | 19,891,982 | $4.88B | 0.93% | −428,247−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 19,846,063 | $4.87B | 0.91% | −257,000−1.3% | Reduced |
| Legal & General Group Plc | 18,950,050 | $4.65B | 1.27% | +339,387+1.8% | Added |
| UBS Asset Management Americas Inc | 18,441,044 | $4.52B | 1.16% | +890,553+5.1% | Added |
| Fisher Asset Management, LLC | 18,369,132 | $4.51B | 1.95% | +967,696+5.6% | Added |
| Massachusetts Financial Services Co | 18,197,070 | $4.46B | 1.48% | −3,634,020−16.6% | Reduced |
| Nuveen, LLC | 16,195,706 | $3.97B | 1.25% | +16,195,706 | New |
| Raymond James Financial Inc | 14,618,167 | $3.59B | 1.35% | −37,232−0.3% | Reduced |
| Invesco Ltd. | 13,754,558 | $3.37B | 0.64% | +547,110+4.1% | Added |
| Franklin Resources Inc | 13,252,097 | $3.25B | 0.94% | −432,689−3.2% | Reduced |
| Barclays PLC | 12,059,533 | $2.96B | 1.34% | +4,051,792+50.6% | Added |
| Deutsche Bank AG | 10,938,032 | $2.68B | 1.06% | −1,572,031−12.6% | Reduced |
| Neuberger Berman Group LLC | 8,843,276 | $2.17B | 1.82% | −267,344−2.9% | Reduced |
| Sanders Capital, LLC | 7,765,918 | $1.90B | 2.85% | −484,451−5.9% | Reduced |
| HSBC Holdings PLC | 7,491,760 | $1.83B | 1.22% | +209,506+2.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,447,784 | $1.83B | 2.13% | −3,237,026−30.3% | Reduced |
| Boston Partners | 7,352,967 | $1.80B | 2.18% | −1,010,030−12.1% | Reduced |
| Envestnet Asset Management Inc | 7,077,702 | $1.74B | 0.56% | −5,661−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 6,789,550 | $1.67B | 0.87% | −44,673−0.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,721,963 | $1.65B | 1.17% | −76,448−1.1% | Reduced |
| Clearbridge Investments, LLC | 6,267,625 | $1.54B | 1.34% | −441,785−6.6% | Reduced |
| Baird Financial Group, Inc. | 6,106,370 | $1.50B | 2.88% | +139,669+2.3% | Added |
| Bank of Montreal | 6,099,772 | $1.50B | 0.80% | −779,177−11.3% | Reduced |
| California Public Employees Retirement System | 5,938,814 | $1.46B | 1.02% | −303,484−4.9% | Reduced |
| Schroder Investment Management Group | 5,903,964 | $1.43B | 1.45% | −234,844−3.8% | Reduced |
| Alliancebernstein L.P. | 5,495,204 | $1.35B | 0.49% | −613,940−10.0% | Reduced |
| Bessemer Group Inc | 5,441,020 | $1.33B | 2.39% | −381,344−6.5% | Reduced |
| Principal Financial Group Inc | 5,418,498 | $1.33B | 0.75% | −160,088−2.9% | Reduced |
| Amundi | 5,766,026 | $1.32B | 0.48% | +452,589+8.5% | Added |
| Citigroup Inc | 5,329,090 | $1.31B | 0.99% | +963,908+22.1% | Added |
| National Pension Service | 5,199,183 | $1.28B | 1.23% | +121,786+2.4% | Added |
| Rhumbline Advisers | 5,113,805 | $1.25B | 1.17% | −58,452−1.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,099,724 | $1.25B | 1.15% | +465,347+10.0% | Added |
| TD Asset Management Inc | 5,068,154 | $1.24B | 1.14% | +108,675+2.2% | Added |
| Primecap Management Co | 5,048,380 | $1.24B | 1.02% | −271,070−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 4,991,496 | $1.22B | 0.94% | +1,194,837+31.5% | Added |
| Unisphere Establishment | 4,826,000 | $1.18B | 10.34% | −501,000−9.4% | Reduced |
| JPMorgan Chase & Co | 4,570,228 | $1.12B | 0.09% | +137,468+3.1% | Added |
| National Bank of Canada | 4,518,740 | $1.11B | 1.30% | +1,388,991+44.4% | Added |
| Janus Henderson Group PLC | 4,476,861 | $1.09B | 0.60% | +294,700+7.0% | Added |
| California State Teachers Retirement System | 4,392,751 | $1.08B | 1.33% | −56,986−1.3% | Reduced |
| LPL Financial LLC | 4,391,622 | $1.08B | 0.42% | +374,330+9.3% | Added |
| American Century Companies Inc | 4,279,194 | $1.05B | 0.64% | +244,656+6.1% | Added |
| Canada Pension Plan Investment Board | 4,166,815 | $1.02B | 0.99% | +307,855+8.0% | Added |
| Stifel Financial Corp | 4,112,754 | $1.01B | 1.07% | −43,386−1.0% | Reduced |
| US Bancorp | 3,799,203 | $932.0M | 1.25% | −49,889−1.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,713,398 | $910.9M | 2.02% | +76,244+2.1% | Added |
| Fayez Sarofim & Co | 3,636,329 | $898.7M | 2.23% | −133,524−3.5% | Reduced |
| New York State Common Retirement Fund | 3,646,886 | $894.6M | 1.31% | −93,374−2.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,469,165 | $851.0M | 1.65% | −73,344−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 3,462,739 | $849.4M | 1.62% | −136,401−3.8% | Reduced |
| DekaBank Deutsche Girozentrale | 3,429,115 | $823.3M | 1.61% | +1,948+0.1% | Added |
| CI Private Wealth, LLC | 3,345,572 | $820.7M | 1.34% | −181,391−5.1% | Reduced |
| Voya Investment Management LLC | 3,332,008 | $817.3M | 0.91% | −503,914−13.1% | Reduced |
| Allianz Asset Management GmbH | 3,242,766 | $795.5M | 1.17% | +363,871+12.6% | Added |
| Nordea Investment Management AB | 3,215,142 | $775.9M | 0.82% | +152,217+5.0% | Added |
| FIL Ltd | 3,123,698 | $766.2M | 0.73% | +141,093+4.7% | Added |
| Truist Financial Corp | 2,881,064 | $706.7M | 1.13% | +10,099+0.4% | Added |
| CIBC Private Wealth Group, LLC | 3,250,085 | $704.8M | 1.49% | +7,297+0.2% | Added |
| Rathbone Brothers plc | 2,845,039 | $697.9M | 3.37% | +8,467+0.3% | Added |
| Mariner, LLC | 2,774,723 | $680.6M | 1.13% | +94,860+3.5% | Added |
| Prudential Financial Inc | 2,728,875 | $669.4M | 0.95% | −151,642−5.3% | Reduced |
| State Board of Administration of Florida Retirement System | 2,728,380 | $669.3M | 1.33% | −8000.0% | Reduced |
| HighTower Advisors, LLC | 2,711,347 | $665.1M | 0.90% | −170,104−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 2,672,001 | $655.4M | 0.62% | −5,735−0.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,650,344 | $650.1M | 1.36% | +555,090+26.5% | Added |
| Great West Life Assurance Co | 2,607,016 | $640.6M | 1.13% | +3,397+0.1% | Added |
| Mackenzie Financial Corp | 2,600,651 | $637.9M | 0.91% | −46,312−1.7% | Reduced |
| APG Asset Management N.V. | 2,772,680 | $629.6M | 1.95% | +47,207+1.7% | Added |
| Adage Capital Partners GP, L.L.C. | 2,519,866 | $618.1M | 1.15% | −93,400−3.6% | Reduced |
| Victory Capital Management Inc | 2,476,264 | $607.4M | 0.62% | −207,723−7.7% | Reduced |
| Capital Wealth Planning, LLC | 2,457,408 | $602.8M | 5.23% | +57,269+2.4% | Added |
| Royal London Asset Management Ltd | 2,330,624 | $571.7M | 1.35% | +136,354+6.2% | Added |
| New York State Teachers Retirement System | 2,319,541 | $569.0M | 1.31% | −117,082−4.8% | Reduced |
| Blair William & Co | 2,319,136 | $568.9M | 1.72% | −65,475−2.7% | Reduced |
| Standard Life Aberdeen plc | 2,344,483 | $568.2M | 1.11% | +318,986+15.7% | Added |
| Storebrand Asset Management AS | 2,310,426 | $566.7M | 1.84% | −129,182−5.3% | Reduced |
| CIBC World Markets Inc. | 2,295,809 | $563.2M | 1.29% | +595,052+35.0% | Added |
| Citadel Advisors LLC | 2,254,819 | $553.1M | 0.54% | +70,717+3.2% | Added |
| Colony Group, LLC | 2,232,074 | $547.5M | 1.37% | −21,226−0.9% | Reduced |