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, Q2 2025
Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
- 4,752
- +144 vs. Q1 2025
- Shares held
- 2.01B
- −774.8K (0.0%) vs. Q1 2025
- Total value
- $582.4B
- +$89.1B (+18.1%) vs. Q1 2025
- New holders
- 249
- 2,030 more added
- Sold out
- 105
- 2,012 more reduced
71 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colony Group, LLC | 2,279,976 | $661.0M | 1.43% | +47,902+2.1% | Added |
| Ninety One UK Ltd | 2,278,247 | $660.5M | 1.55% | +258,967+12.8% | Added |
| Fifth Third Bancorp | 2,269,020 | $657.8M | 2.27% | +84,041+3.8% | Added |
| Royal London Asset Management Ltd | 2,267,675 | $657.4M | 1.50% | −62,949−2.7% | Reduced |
| Aviva PLC | 2,232,458 | $647.2M | 1.34% | +126,742+6.0% | Added |
| Rockefeller Capital Management L.P. | 2,157,986 | $626.2M | 1.37% | +220,322+11.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,138,495 | $620.0M | 1.80% | −33,588−1.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,104,902 | $610.2M | 1.08% | +303,259+16.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,097,281 | $608.0M | 1.81% | −15,212−0.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 2,031,381 | $601.3M | 1.00% | +252,986+14.2% | Added |
| Bahl & Gaynor Inc | 2,069,375 | $599.9M | 3.04% | −19,003−0.9% | Reduced |
| 1832 Asset Management L.P. | 2,059,124 | $597.0M | 1.04% | +468,247+29.4% | Added |
| Cerity Partners LLC | 1,997,882 | $579.2M | 1.03% | −1,259−0.1% | Reduced |
| Allianz Asset Management GmbH | 1,981,725 | $574.5M | 0.77% | −1,261,041−38.9% | Reduced |
| Korea Investment CORP | 1,975,994 | $572.9M | 1.27% | −180,866−8.4% | Reduced |
| M&T Bank Corp | 1,851,758 | $536.8M | 1.84% | −78,067−4.0% | Reduced |
| First Trust Advisors LP | 1,830,051 | $530.6M | 0.43% | −25,010−1.3% | Reduced |
| Huntington National Bank | 1,802,786 | $522.6M | 3.43% | −5,533−0.3% | Reduced |
| King Luther Capital Management Corp | 1,795,437 | $520.5M | 2.26% | −48,872−2.6% | Reduced |
| Public Employees Retirement Association of Colorado | 1,795,338 | $520.5M | 2.01% | −29,242−1.6% | Reduced |
| Lord, Abbett & Co. LLC | 1,794,359 | $520.2M | 1.67% | −1,725−0.1% | Reduced |
| CIBC World Markets Inc. | 1,789,997 | $518.9M | 1.15% | −505,812−22.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,766,385 | $512.1M | 1.09% | −883,959−33.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,762,557 | $511.0M | 0.67% | −97,449−5.2% | Reduced |
| Janney Montgomery Scott LLC | 1,714,994 | $497.2M | 1.30% | −19,933−1.1% | Reduced |
| Keybank National Association | 1,695,961 | $491.7M | 1.83% | −5,654−0.3% | Reduced |
| Russell Investments Group, Ltd. | 1,685,265 | $488.2M | 0.62% | −140,331−7.7% | Reduced |
| Montrusco Bolton Investments Inc. | 1,715,064 | $485.8M | 5.39% | +1,715,064 | New |
| Axiom Investors LLC | 1,665,236 | $482.8M | 3.96% | −53,879−3.1% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,654,721 | $479.7M | 4.11% | +1,654,721 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,644,216 | $476.7M | 1.17% | −63,378−3.7% | Reduced |
| Thrivent Financial for Lutherans | 1,636,306 | $474.2M | 1.04% | +158,454+10.7% | Added |
| Scotia Capital Inc. | 1,611,715 | $467.2M | 2.21% | +41,062+2.6% | Added |
| UniSuper Management Pty Ltd | 1,592,411 | $461.7M | 3.09% | −146,360−8.4% | Reduced |
| Toronto Dominion Bank | 1,553,456 | $450.4M | 0.97% | +233,782+17.7% | Added |
| Jennison Associates LLC | 1,533,788 | $444.7M | 0.26% | −78,177−4.8% | Reduced |
| State of Wisconsin Investment Board | 1,531,660 | $444.0M | 1.09% | −119,372−7.2% | Reduced |
| Cincinnati Insurance Co | 1,512,189 | $438.4M | 7.37% | 00.0% | Unchanged |
| Mairs & Power Inc | 1,500,966 | $435.1M | 4.30% | −161,804−9.7% | Reduced |
| Menora Mivtachim Holdings Ltd. | 1,482,114 | $429.7M | 2.47% | 00.0% | Unchanged |
| Haverford Trust Co | 1,446,522 | $419.4M | 3.98% | −8,543−0.6% | Reduced |
| Handelsbanken Fonder AB | 1,412,281 | $409.4M | 1.45% | +158,585+12.6% | Added |
| Bank of Nova Scotia | 1,400,825 | $406.1M | 0.83% | +86,591+6.6% | Added |
| Samlyn Capital, LLC | 1,390,302 | $403.1M | 5.85% | +305,058+28.1% | Added |
| Epoch Investment Partners, Inc. | 1,378,918 | $399.8M | 2.07% | −218,411−13.7% | Reduced |
| Pictet Asset Management Holding SA | 1,372,090 | $397.8M | 0.40% | −20,661−1.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,367,205 | $396.4M | 0.92% | −141,660−9.4% | Reduced |
| Asset Management One Co.,Ltd. | 1,366,402 | $396.1M | 1.24% | −12,311−0.9% | Reduced |
| Creative Planning | 1,364,887 | $395.7M | 0.34% | +29,844+2.2% | Added |
| Alyeska Investment Group, L.P. | 1,334,602 | $386.9M | 1.37% | +1,291,608+3,004.2% | Added |
| AQR Capital Management LLC | 1,329,821 | $385.5M | 0.32% | −99,962−7.0% | Reduced |
| Millennium Management LLC | 1,320,691 | $382.9M | 0.34% | +950,891+257.1% | Added |
| Brandywine Global Investment Management, LLC | 1,298,315 | $376.4M | 2.65% | −62,920−4.6% | Reduced |
| Treasurer of the State of North Carolina | 1,297,377 | $376.1M | 1.21% | +4,587+0.4% | Added |
| Nomura Asset Management Co Ltd | 1,278,705 | $370.7M | 1.02% | +8,265+0.7% | Added |
| Panagora Asset Management Inc | 1,269,325 | $368.0M | 1.66% | +414,353+48.5% | Added |
| Mawer Investment Management Ltd. | 1,241,969 | $360.1M | 1.83% | +809,976+187.5% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,242,500 | $360.0M | 1.69% | +107,000+9.4% | Added |
| Brown Advisory Inc | 1,235,106 | $358.1M | 0.47% | −13,557−1.1% | Reduced |
| Zacks Investment Management | 1,224,100 | $354.9M | 3.04% | +2,058+0.2% | Added |
| Commerce Bank | 1,204,253 | $349.1M | 2.06% | +6,232+0.5% | Added |
| Macquarie Group Ltd | 1,195,502 | $346.5M | 0.43% | −3,260−0.3% | Reduced |
| Ci Investments Inc. | 1,193,043 | $345.9M | 1.30% | −180,467−13.1% | Reduced |
| Qube Research & Technologies Ltd | 1,185,657 | $343.7M | 0.48% | +409,408+52.7% | Added |
| Natixis | 1,176,848 | $341.2M | 1.70% | +304,140+34.9% | Added |
| Glenmede Investment Management, LP | 1,171,886 | $339.7M | 1.72% | +1,171,886 | New |
| Regions Financial Corp | 1,168,149 | $338.7M | 2.33% | −13,194−1.1% | Reduced |
| Comerica Bank | 1,163,368 | $337.3M | 1.31% | −3,226−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 1,152,256 | $334.1M | 1.12% | −24,313−2.1% | Reduced |
| ACR Alpine Capital Research, LLC | 1,139,366 | $330.3M | 5.91% | +14,824+1.3% | Added |
| STRS Ohio | 1,135,803 | $329.3M | 1.23% | −3,167−0.3% | Reduced |
| Sarasin & Partners LLP | 1,125,184 | $326.2M | 3.25% | +50,697+4.7% | Added |
| KLP Kapitalforvaltning AS | 1,123,532 | $325.7M | 1.41% | +34,700+3.2% | Added |
| Great Lakes Advisors, LLC | 1,118,557 | $324.3M | 2.72% | −94,928−7.8% | Reduced |
| Tredje AP-fonden | 1,115,782 | $323.5M | 2.58% | +100,742+9.9% | Added |
| Public Sector Pension Investment Board | 1,103,889 | $320.0M | 1.37% | −744−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,102,255 | $319.6M | 0.23% | +34,949+3.3% | Added |
| Cullen Capital Management LLC | 1,047,243 | $303.6M | 3.46% | −19,967−1.9% | Reduced |
| Paralel Advisors LLC | 1,028,000 | $298.0M | 12.13% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,019,876 | $295.7M | 3.90% | +10,899+1.1% | Added |
| Cetera Investment Advisers | 1,012,216 | $293.5M | 0.50% | +42,855+4.4% | Added |
| Bradley Foster & Sargent Inc | 1,001,359 | $290.3M | 4.54% | +891+0.1% | Added |
| TD Waterhouse Canada Inc. | 979,408 | $284.2M | 2.04% | +22,044+2.3% | Added |
| State of Tennessee, Treasury Department | 974,872 | $282.6M | 1.01% | −27,110−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 986,967 | $280.0M | 0.50% | +171,316+21.0% | Added |
| Boston Trust Walden Corp | 955,538 | $277.0M | 1.98% | −58,067−5.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 952,443 | $275.7M | 1.35% | +39,765+4.4% | Added |
| State of New Jersey Common Pension Fund D | 943,981 | $273.7M | 1.06% | −5,961−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 939,097 | $272.4M | 1.19% | −318,385−25.3% | Reduced |
| Nisa Investment Advisors, LLC | 935,524 | $271.2M | 1.22% | −5,282−0.6% | Reduced |
| Omers Administration Corp | 928,826 | $269.3M | 2.12% | −586,464−38.7% | Reduced |
| Jarislowsky, Fraser Ltd | 926,080 | $268.5M | 1.53% | −20,235−2.1% | Reduced |
| State of Michigan Retirement System | 925,631 | $268.3M | 1.39% | +24,100+2.7% | Added |
| Rafferty Asset Management, LLC | 924,047 | $267.9M | 0.88% | +7,378+0.8% | Added |
| MML Investors Services, LLC | 921,730 | $267.2M | 0.77% | +24,753+2.8% | Added |
| Bristol John W & Co Inc | 914,002 | $265.0M | 4.29% | −1,069−0.1% | Reduced |
| Retirement Systems of Alabama | 912,580 | $264.6M | 0.95% | −10,106−1.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 912,286 | $264.5M | 1.52% | −59,871−6.2% | Reduced |
| Jones Financial Companies LLLP | 915,896 | $263.3M | 0.20% | +145,900+18.9% | Added |
| Pinebridge Investments, L.P. | 867,790 | $251.6M | 2.05% | −758,905−46.7% | Reduced |