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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 2,194,140 | $538.2M | 0.99% | −17,710−0.8% | Reduced |
| Fifth Third Bancorp | 2,184,979 | $536.0M | 2.04% | −16,028−0.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,172,083 | $532.8M | 1.70% | −14,372−0.7% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,171,648 | $532.7M | 1.69% | −5,294,539−70.9% | Reduced |
| Korea Investment CORP | 2,156,860 | $529.1M | 1.28% | +40,969+1.9% | Added |
| Danske Bank A/S | 2,151,032 | $527.6M | 1.61% | +318,014+17.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,112,493 | $517.5M | 1.68% | −14,590−0.7% | Reduced |
| Aviva PLC | 2,105,716 | $516.5M | 1.25% | +253,907+13.7% | Added |
| Bahl & Gaynor Inc | 2,088,378 | $512.3M | 2.61% | +92,820+4.7% | Added |
| Ninety One UK Ltd | 2,019,280 | $495.3M | 1.38% | +86,663+4.5% | Added |
| Cerity Partners LLC | 1,999,141 | $490.4M | 1.01% | +347,398+21.0% | Added |
| Rockefeller Capital Management L.P. | 1,937,664 | $475.3M | 1.17% | +49,288+2.6% | Added |
| M&T Bank Corp | 1,929,825 | $473.4M | 1.72% | −120,271−5.9% | Reduced |
| Commonwealth Equity Services, LLC | 1,860,006 | $456.3M | 0.65% | +93,965+5.3% | Added |
| First Trust Advisors LP | 1,855,061 | $455.0M | 0.40% | +66,517+3.7% | Added |
| King Luther Capital Management Corp | 1,844,309 | $452.4M | 2.09% | −24,836−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 1,824,580 | $447.6M | 1.91% | −6,888−0.4% | Reduced |
| Russell Investments Group, Ltd. | 1,825,596 | $447.5M | 0.61% | −44,732−2.4% | Reduced |
| Huntington National Bank | 1,808,319 | $443.6M | 3.21% | +4,724+0.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,801,643 | $441.9M | 0.88% | −92,488−4.9% | Reduced |
| Lord, Abbett & Co. LLC | 1,796,084 | $440.6M | 1.57% | −192,658−9.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,778,395 | $436.2M | 0.83% | +175,068+10.9% | Added |
| UniSuper Management Pty Ltd | 1,738,771 | $426.5M | 3.18% | +18,490+1.1% | Added |
| Janney Montgomery Scott LLC | 1,734,927 | $425.6M | 1.21% | −60,300−3.4% | Reduced |
| Axiom Investors LLC | 1,719,115 | $421.7M | 4.05% | +788,831+84.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,707,594 | $418.9M | 1.20% | −35,874−2.1% | Reduced |
| Keybank National Association | 1,701,615 | $417.4M | 1.67% | −16,404−1.0% | Reduced |
| Mairs & Power Inc | 1,662,770 | $407.9M | 4.24% | −51,519−3.0% | Reduced |
| State of Wisconsin Investment Board | 1,651,032 | $405.0M | 1.05% | +33,893+2.1% | Added |
| KBC Group NV | 1,641,647 | $402.7M | 1.25% | −159,144−8.8% | Reduced |
| Pinebridge Investments, L.P. | 1,626,695 | $399.0M | 3.24% | −59,001−3.5% | Reduced |
| Jennison Associates LLC | 1,611,965 | $395.4M | 0.28% | −124,570−7.2% | Reduced |
| Epoch Investment Partners, Inc. | 1,597,329 | $391.8M | 2.03% | −118,580−6.9% | Reduced |
| 1832 Asset Management L.P. | 1,590,877 | $390.2M | 0.74% | −776,104−32.8% | Reduced |
| Scotia Capital Inc. | 1,570,653 | $385.3M | 2.07% | +41,659+2.7% | Added |
| Credit Agricole S A | 1,552,777 | $380.9M | 1.44% | −423,620−21.4% | Reduced |
| Omers Administration Corp | 1,515,290 | $371.7M | 3.25% | −6,661−0.4% | Reduced |
| Cincinnati Insurance Co | 1,512,189 | $370.9M | 6.48% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,508,865 | $370.1M | 0.96% | −13,121−0.9% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,482,114 | $363.6M | 2.37% | −2,200−0.1% | Reduced |
| Thrivent Financial for Lutherans | 1,477,852 | $362.1M | 0.80% | −11,883−0.8% | Reduced |
| Haverford Trust Co | 1,455,065 | $356.9M | 3.59% | −17,726−1.2% | Reduced |
| AQR Capital Management LLC | 1,429,783 | $342.3M | 0.35% | +518,757+56.9% | Added |
| Pictet Asset Management Holding SA | 1,392,751 | $341.6M | 0.38% | +3,334+0.2% | Added |
| Asset Management One Co.,Ltd. | 1,378,713 | $338.2M | 1.17% | +67,493+5.1% | Added |
| Ci Investments Inc. | 1,373,510 | $336.9M | 1.42% | −23,841−1.7% | Reduced |
| Brandywine Global Investment Management, LLC | 1,361,235 | $333.9M | 2.41% | −443,647−24.6% | Reduced |
| Creative Planning | 1,335,043 | $327.5M | 0.31% | +155,083+13.1% | Added |
| Toronto Dominion Bank | 1,319,674 | $323.7M | 0.83% | +334,355+33.9% | Added |
| Bank of Nova Scotia | 1,314,234 | $322.4M | 0.72% | −439,757−25.1% | Reduced |
| Treasurer of the State of North Carolina | 1,292,790 | $317.1M | 1.26% | +33,390+2.7% | Added |
| Nomura Asset Management Co Ltd | 1,270,440 | $311.6M | 0.95% | +60,220+5.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,257,482 | $308.3M | 1.52% | −152,224−10.8% | Reduced |
| Handelsbanken Fonder AB | 1,253,696 | $307.5M | 1.27% | −107,623−7.9% | Reduced |
| Brown Advisory Inc | 1,248,663 | $306.3M | 0.44% | −14,541−1.2% | Reduced |
| Zacks Investment Management | 1,222,042 | $299.8M | 2.80% | +30,322+2.5% | Added |
| Great Lakes Advisors, LLC | 1,213,485 | $297.6M | 2.66% | −3,522−0.3% | Reduced |
| Commerce Bank | 1,198,021 | $293.9M | 1.88% | −5,119−0.4% | Reduced |
| Macquarie Group Ltd | 1,198,762 | $293.8M | 0.36% | +97,551+8.9% | Added |
| Regions Financial Corp | 1,181,343 | $289.8M | 2.16% | +23,332+2.0% | Added |
| Public Employees Retirement System of Ohio | 1,176,569 | $288.6M | 1.05% | −36,645−3.0% | Reduced |
| Glenmede Trust Co NA | 1,173,730 | $287.9M | 1.55% | −21,110−1.8% | Reduced |
| Comerica Bank | 1,166,594 | $286.2M | 1.20% | −37,987−3.2% | Reduced |
| STRS Ohio | 1,138,970 | $279.4M | 1.17% | −9,691−0.8% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 1,135,500 | $278.5M | 1.56% | +1,135,500 | New |
| ACR Alpine Capital Research, LLC | 1,124,542 | $275.9M | 5.77% | −171,748−13.2% | Reduced |
| Public Sector Pension Investment Board | 1,104,633 | $271.0M | 1.17% | −83,846−7.1% | Reduced |
| KLP Kapitalforvaltning AS | 1,088,832 | $267.1M | 1.31% | +8,200+0.8% | Added |
| Samlyn Capital, LLC | 1,085,244 | $266.2M | 4.39% | +1,085,244 | New |
| Sarasin & Partners LLP | 1,074,487 | $263.6M | 2.86% | −310,476−22.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,067,306 | $261.8M | 0.21% | +39,142+3.8% | Added |
| Cullen Capital Management LLC | 1,067,210 | $261.8M | 3.02% | −223,427−17.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 1,043,354 | $255.9M | 2.87% | −218,355−17.3% | Reduced |
| Paralel Advisors LLC | 1,028,000 | $252.2M | 10.48% | 00.0% | Unchanged |
| Tredje AP-fonden | 1,015,040 | $249.0M | 2.32% | +196,584+24.0% | Added |
| Boston Trust Walden Corp | 1,013,605 | $248.6M | 1.82% | −13,997−1.4% | Reduced |
| Compagnie Lombard Odier SCmA | 1,008,977 | $247.5M | 3.04% | +24,942+2.5% | Added |
| State of Tennessee, Treasury Department | 1,001,982 | $245.8M | 0.94% | −20,322−2.0% | Reduced |
| Bradley Foster & Sargent Inc | 1,000,468 | $245.4M | 4.20% | −54,977−5.2% | Reduced |
| Smead Capital Management, Inc. | 987,155 | $242.1M | 4.15% | −93,373−8.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 972,157 | $238.5M | 1.46% | −10,437−1.1% | Reduced |
| Cetera Investment Advisers | 969,361 | $237.8M | 0.46% | +70,729+7.9% | Added |
| TD Waterhouse Canada Inc. | 957,364 | $233.3M | 1.91% | −9,121−0.9% | Reduced |
| State of New Jersey Common Pension Fund D | 949,942 | $233.0M | 1.05% | −98,747−9.4% | Reduced |
| Jarislowsky, Fraser Ltd | 946,315 | $232.1M | 1.45% | −25,808−2.7% | Reduced |
| Teacher Retirement System of Texas | 945,560 | $231.9M | 0.97% | −128,942−12.0% | Reduced |
| Nisa Investment Advisors, LLC | 940,806 | $230.8M | 1.15% | −8,324−0.9% | Reduced |
| Retirement Systems of Alabama | 922,686 | $226.3M | 0.88% | −33,679−3.5% | Reduced |
| Rafferty Asset Management, LLC | 916,669 | $224.9M | 0.96% | −76,611−7.7% | Reduced |
| Bristol John W & Co Inc | 915,071 | $224.5M | 3.83% | −19,497−2.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 912,678 | $223.5M | 1.29% | +57,871+6.8% | Added |
| State of Michigan Retirement System | 901,531 | $221.1M | 1.28% | +137,400+18.0% | Added |
| MML Investors Services, LLC | 896,977 | $220.0M | 0.73% | +30,920+3.6% | Added |
| Natixis | 872,708 | $211.6M | 1.25% | +274,103+45.8% | Added |
| Captrust Financial Advisors | 858,155 | $210.5M | 0.53% | +102,501+13.6% | Added |
| Panagora Asset Management Inc | 854,972 | $209.7M | 1.05% | +67,898+8.6% | Added |
| SEI Investments Co | 835,048 | $204.8M | 0.26% | +42,382+5.3% | Added |
| SG Americas Securities, LLC | 824,467 | $202.2M | 0.69% | +808,116+4,942.3% | Added |
| Arizona State Retirement System | 820,359 | $201.2M | 1.28% | −7,253−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 815,651 | $200.3M | 0.45% | −85,646−9.5% | Reduced |