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, Q3 2025
Institutional positions in JPMorgan Chase & Co as of Sep 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
- 4,765
- +95 vs. Q2 2025
- Shares held
- 1.96B
- −11.7M (−0.6%) vs. Q2 2025
- Total value
- $618.0B
- +$47.1B (+8.2%) vs. Q2 2025
- New holders
- 193
- 1,947 more added
- Sold out
- 98
- 2,124 more reduced
82 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 5,156 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 265,894,595 | $83.9B | 1.26% | −6,059,595−2.2% | Reduced |
| BlackRock, Inc. | 209,192,010 | $66.0B | 1.16% | +3,304,177+1.6% | Added |
| State Street Corp | 125,197,964 | $39.5B | 1.37% | −89,771−0.1% | Reduced |
| Morgan Stanley | 65,445,847 | $20.6B | 1.25% | −1,539,474−2.3% | Reduced |
| Geode Capital Management, LLC | 61,281,705 | $19.3B | 1.23% | +152,434+0.2% | Added |
| Bank of America Corp | 57,753,120 | $18.2B | 1.36% | +3,880,106+7.2% | Added |
| FMR LLC | 38,737,252 | $12.2B | 0.64% | −3,305,863−7.9% | Reduced |
| Northern Trust Corp | 32,358,315 | $10.2B | 1.31% | −183,616−0.6% | Reduced |
| Price T Rowe Associates Inc | 29,017,871 | $9.15B | 0.98% | +290,020+1.0% | Added |
| Capital International Investors | 28,135,426 | $8.87B | 1.43% | −2,1470.0% | Reduced |
| Capital World Investors | 24,095,284 | $7.60B | 1.04% | −162,044−0.7% | Reduced |
| Royal Bank of Canada | 23,956,726 | $7.56B | 1.35% | +1,190,274+5.2% | Added |
| Wells Fargo & Company | 23,225,940 | $7.33B | 1.50% | −422,378−1.8% | Reduced |
| Capital Research Global Investors | 23,014,353 | $7.26B | 1.36% | −490,941−2.1% | Reduced |
| Bank of New York Mellon Corp | 22,229,899 | $7.01B | 1.26% | −1,191,086−5.1% | Reduced |
| Goldman Sachs Group Inc | 22,166,440 | $6.99B | 1.01% | +1,026,191+4.9% | Added |
| Ameriprise Financial Inc | 20,952,251 | $6.61B | 1.52% | −954,757−4.4% | Reduced |
| UBS Group AG | 19,561,246 | $6.17B | 1.21% | −875,381−4.3% | Reduced |
| Legal & General Group Plc | 18,908,978 | $5.96B | 1.34% | +607,025+3.3% | Added |
| Charles Schwab Investment Management Inc | 18,817,462 | $5.94B | 0.95% | −971,099−4.9% | Reduced |
| Dimensional Fund Advisors LP | 18,693,071 | $5.90B | 1.27% | −587,251−3.0% | Reduced |
| UBS Asset Management Americas Inc | 16,634,269 | $5.25B | 1.14% | −3,250,509−16.3% | Reduced |
| Massachusetts Financial Services Co | 16,415,684 | $5.18B | 1.60% | −950,387−5.5% | Reduced |
| Fisher Asset Management, LLC | 15,722,443 | $4.96B | 1.79% | +347,033+2.3% | Added |
| Nuveen, LLC | 15,372,545 | $4.85B | 1.28% | −178,458−1.1% | Reduced |
| Invesco Ltd. | 14,655,153 | $4.62B | 0.73% | +322,735+2.3% | Added |
| Raymond James Financial Inc | 14,446,003 | $4.56B | 1.47% | −83,252−0.6% | Reduced |
| Barclays PLC | 14,062,065 | $4.44B | 1.63% | −459,645−3.2% | Reduced |
| Wellington Management Group LLP | 13,816,828 | $4.36B | 0.76% | −6,705,837−32.7% | Reduced |
| Franklin Resources Inc | 12,597,279 | $3.97B | 0.99% | −418,481−3.2% | Reduced |
| Deutsche Bank AG | 9,894,047 | $3.12B | 1.05% | −61,052−0.6% | Reduced |
| Neuberger Berman Group LLC | 8,769,386 | $2.77B | 2.02% | −278,413−3.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,873,466 | $2.48B | 2.24% | +349,269+4.6% | Added |
| Boston Partners | 7,492,763 | $2.36B | 2.42% | +168,184+2.3% | Added |
| Envestnet Asset Management Inc | 7,078,742 | $2.23B | 0.64% | −201,747−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 6,849,208 | $2.16B | 1.31% | +93,540+1.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,809,417 | $2.15B | 1.24% | +31,421+0.5% | Added |
| HSBC Holdings PLC | 6,813,518 | $2.15B | 1.27% | −156,187−2.2% | Reduced |
| California Public Employees Retirement System | 6,615,749 | $2.09B | 1.25% | +1,082,913+19.6% | Added |
| Baird Financial Group, Inc. | 6,433,054 | $2.03B | 3.26% | +175,514+2.8% | Added |
| Schroder Investment Management Group | 6,398,130 | $2.02B | 1.58% | −90,986−1.4% | Reduced |
| Bank of Montreal | 6,132,172 | $1.93B | 0.85% | +406,185+7.1% | Added |
| BNP Paribas Arbitrage, SA | 6,092,219 | $1.92B | 1.50% | +756,055+14.2% | Added |
| Alliancebernstein L.P. | 5,775,648 | $1.82B | 0.57% | +145,374+2.6% | Added |
| Canada Pension Plan Investment Board | 5,712,330 | $1.80B | 1.27% | +1,246,531+27.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,630,374 | $1.78B | 1.28% | +195,432+3.6% | Added |
| National Pension Service | 5,450,875 | $1.72B | 1.34% | +178,885+3.4% | Added |
| Bessemer Group Inc | 5,399,967 | $1.70B | 2.60% | −21,505−0.4% | Reduced |
| Amundi | 5,481,630 | $1.69B | 0.54% | +61,586+1.1% | Added |
| Principal Financial Group Inc | 5,301,787 | $1.67B | 0.84% | −23,307−0.4% | Reduced |
| LPL Financial LLC | 5,217,634 | $1.65B | 0.48% | +417,770+8.7% | Added |
| Citigroup Inc | 5,084,690 | $1.60B | 1.11% | −515,424−9.2% | Reduced |
| TD Asset Management Inc | 5,079,985 | $1.60B | 1.30% | −33,263−0.7% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,059,060 | $1.60B | 4.14% | +1,017,026+25.2% | Added |
| Rhumbline Advisers | 4,876,180 | $1.54B | 1.24% | −84,244−1.7% | Reduced |
| JPMorgan Chase & Co | 4,851,560 | $1.53B | 0.10% | +48,371+1.0% | Added |
| Swedbank AB | 4,836,727 | $1.53B | 1.55% | +228,535+5.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,834,091 | $1.52B | 2.82% | +1,061,127+28.1% | Added |
| Clearbridge Investments, LLC | 4,815,748 | $1.52B | 1.14% | −489,563−9.2% | Reduced |
| Unisphere Establishment | 4,800,000 | $1.51B | 11.87% | −26,000−0.5% | Reduced |
| California State Teachers Retirement System | 4,373,927 | $1.38B | 1.42% | −2250.0% | Reduced |
| Janus Henderson Group PLC | 4,363,703 | $1.38B | 0.63% | −42,797−1.0% | Reduced |
| Sanders Capital, LLC | 4,337,030 | $1.37B | 1.68% | −207,010−4.6% | Reduced |
| American Century Companies Inc | 4,080,869 | $1.29B | 0.65% | −356,019−8.0% | Reduced |
| Stifel Financial Corp | 3,915,100 | $1.23B | 1.13% | −171,743−4.2% | Reduced |
| Primecap Management Co | 3,838,067 | $1.21B | 0.93% | −1,207,060−23.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,789,475 | $1.20B | 1.73% | +99,078+2.7% | Added |
| US Bancorp | 3,655,592 | $1.15B | 1.37% | −70,427−1.9% | Reduced |
| Fayez Sarofim & Co | 3,470,400 | $1.10B | 2.56% | −27,010−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 3,427,167 | $1.08B | 1.82% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,417,611 | $1.08B | 1.77% | −47,775−1.4% | Reduced |
| New York State Common Retirement Fund | 3,335,036 | $1.05B | 1.36% | −233,800−6.6% | Reduced |
| Mariner, LLC | 3,304,544 | $1.04B | 1.35% | +173,973+5.6% | Added |
| Nordea Investment Management AB | 3,345,465 | $1.04B | 0.91% | +141,133+4.4% | Added |
| CIBC Private Wealth Group, LLC | 3,192,322 | $1.01B | 1.72% | −55,705−1.7% | Reduced |
| CI Private Wealth, LLC | 3,194,614 | $1.00B | 1.58% | −192,047−5.7% | Reduced |
| National Bank of Canada | 3,111,933 | $981.5M | 1.11% | −1,073,029−25.6% | Reduced |
| FIL Ltd | 2,966,628 | $935.8M | 0.74% | −167,997−5.4% | Reduced |
| Truist Financial Corp | 2,934,553 | $925.6M | 1.25% | +37,755+1.3% | Added |
| Voya Investment Management LLC | 2,922,230 | $921.8M | 0.92% | −624,696−17.6% | Reduced |
| Great West Life Assurance Co | 2,873,820 | $907.3M | 1.30% | +221,378+8.3% | Added |
| Prudential Financial Inc | 2,859,016 | $901.8M | 1.07% | +318,947+12.6% | Added |
| Rathbone Brothers plc | 2,763,395 | $871.7M | 3.54% | −9,680−0.3% | Reduced |
| HighTower Advisors, LLC | 2,721,718 | $858.6M | 0.98% | +15,041+0.6% | Added |
| Allianz Asset Management GmbH | 2,720,555 | $858.1M | 1.06% | +738,830+37.3% | Added |
| Aviva PLC | 2,683,135 | $846.3M | 1.54% | +450,677+20.2% | Added |
| KBC Group NV | 2,661,332 | $839.5M | 2.01% | +94,770+3.7% | Added |
| Manufacturers Life Insurance Company, The | 2,587,313 | $816.1M | 0.67% | −17,323−0.7% | Reduced |
| Mackenzie Financial Corp | 2,566,099 | $809.4M | 0.98% | +30,610+1.2% | Added |
| State Board of Administration of Florida Retirement System | 2,534,851 | $799.6M | 1.40% | −158,896−5.9% | Reduced |
| Two Sigma Advisers, LP | 2,439,100 | $769.4M | 1.54% | +2,114,800+652.1% | Added |
| Adage Capital Partners GP, L.L.C. | 2,438,466 | $769.2M | 1.22% | −56,900−2.3% | Reduced |
| Capital Wealth Planning, LLC | 2,371,694 | $748.1M | 5.27% | −33,531−1.4% | Reduced |
| Ninety One UK Ltd | 2,368,463 | $747.1M | 1.61% | +90,216+4.0% | Added |
| Colony Group, LLC | 2,367,050 | $746.6M | 1.22% | +87,074+3.8% | Added |
| Victory Capital Management Inc | 2,361,837 | $745.0M | 0.47% | +63,402+2.8% | Added |
| Bank of Nova Scotia | 2,316,567 | $730.7M | 1.29% | +915,742+65.4% | Added |
| APG Asset Management N.V. | 2,721,221 | $730.5M | 2.05% | −27,704−1.0% | Reduced |
| Blair William & Co | 2,306,918 | $727.7M | 1.94% | −22,827−1.0% | Reduced |
| Standard Life Aberdeen plc | 2,307,775 | $721.9M | 1.14% | −123,793−5.1% | Reduced |