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, 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 | 5,157 | $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, 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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 2,285,288 | $720.8M | 1.05% | −52,055−2.2% | Reduced |
| Royal London Asset Management Ltd | 2,270,779 | $716.3M | 1.54% | +3,104+0.1% | Added |
| Fifth Third Bancorp | 2,267,583 | $715.3M | 2.29% | −1,437−0.1% | Reduced |
| New York State Teachers Retirement System | 2,242,261 | $707.3M | 1.38% | −66,761−2.9% | Reduced |
| Danske Bank A/S | 2,209,317 | $696.9M | 1.73% | −268,305−10.8% | Reduced |
| Rockefeller Capital Management L.P. | 2,158,382 | $680.8M | 1.33% | +3960.0% | Added |
| Holocene Advisors, LP | 2,155,120 | $679.8M | 1.56% | +1,964,958+1,033.3% | Added |
| Acadian Asset Management LLC | 2,146,762 | $677.1M | 1.18% | +1,465,250+215.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,135,183 | $673.4M | 1.90% | +37,902+1.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,062,786 | $650.7M | 1.79% | −75,709−3.5% | Reduced |
| 1832 Asset Management L.P. | 2,048,131 | $646.0M | 1.09% | −10,993−0.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,035,213 | $642.0M | 1.07% | −69,689−3.3% | Reduced |
| Bahl & Gaynor Inc | 2,011,301 | $634.4M | 3.15% | −58,074−2.8% | Reduced |
| Alphinity Investment Management Pty Ltd | 1,978,180 | $624.0M | 6.09% | +323,459+19.5% | Added |
| Credit Agricole S A | 1,966,678 | $620.3M | 2.06% | +1,966,678 | New |
| Cerity Partners LLC | 1,965,883 | $620.1M | 1.01% | −31,999−1.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,872,389 | $590.6M | 1.06% | +106,004+6.0% | Added |
| Russell Investments Group, Ltd. | 1,870,959 | $590.2M | 0.67% | +185,694+11.0% | Added |
| Storebrand Asset Management AS | 1,855,704 | $585.3M | 1.55% | −468,207−20.1% | Reduced |
| Huntington National Bank | 1,848,249 | $583.0M | 3.57% | +45,463+2.5% | Added |
| Korea Investment CORP | 1,828,799 | $576.9M | 1.19% | −147,195−7.4% | Reduced |
| First Trust Advisors LP | 1,796,953 | $566.8M | 0.42% | −33,098−1.8% | Reduced |
| Lord, Abbett & Co. LLC | 1,787,484 | $563.8M | 1.68% | −6,875−0.4% | Reduced |
| M&T Bank Corp | 1,780,620 | $561.7M | 1.89% | −71,138−3.8% | Reduced |
| King Luther Capital Management Corp | 1,778,634 | $561.0M | 2.31% | −16,803−0.9% | Reduced |
| Handelsbanken Fonder AB | 1,752,398 | $552.8M | 1.76% | +340,117+24.1% | Added |
| Public Employees Retirement Association of Colorado | 1,732,087 | $546.4M | 2.01% | −63,251−3.5% | Reduced |
| Thrivent Financial for Lutherans | 1,731,910 | $546.3M | 1.07% | +95,604+5.8% | Added |
| Axiom Investors LLC | 1,731,323 | $546.1M | 4.02% | +66,087+4.0% | Added |
| AQR Capital Management LLC | 1,723,598 | $543.7M | 0.35% | +393,777+29.6% | Added |
| Janney Montgomery Scott LLC | 1,702,375 | $537.0M | 1.27% | −12,619−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,685,606 | $531.7M | 1.22% | +41,390+2.5% | Added |
| Keybank National Association | 1,670,744 | $527.0M | 1.85% | −25,217−1.5% | Reduced |
| Scotia Capital Inc. | 1,633,321 | $515.2M | 2.19% | +21,606+1.3% | Added |
| Commonwealth Equity Services, LLC | 1,617,468 | $510.2M | 0.66% | −145,089−8.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,640,663 | $504.7M | 0.76% | −390,718−19.2% | Reduced |
| CIBC World Markets Inc. | 1,524,940 | $481.0M | 1.00% | −265,057−14.8% | Reduced |
| Cincinnati Insurance Co | 1,512,189 | $477.0M | 7.39% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 1,482,114 | $467.5M | 2.37% | 00.0% | Unchanged |
| Jennison Associates LLC | 1,477,091 | $465.9M | 0.27% | −56,697−3.7% | Reduced |
| State of Wisconsin Investment Board | 1,474,752 | $465.2M | 1.07% | −56,908−3.7% | Reduced |
| Creative Planning | 1,460,896 | $460.8M | 0.35% | +96,009+7.0% | Added |
| Brandywine Global Investment Management, LLC | 1,443,635 | $455.4M | 3.12% | +145,320+11.2% | Added |
| Pictet Asset Management Holding SA | 1,409,564 | $444.6M | 0.43% | +37,474+2.7% | Added |
| Toronto Dominion Bank | 1,403,268 | $442.6M | 0.86% | −150,188−9.7% | Reduced |
| UniSuper Management Pty Ltd | 1,398,307 | $441.1M | 2.70% | −194,104−12.2% | Reduced |
| Millennium Management LLC | 1,394,514 | $439.9M | 0.35% | +73,823+5.6% | Added |
| Haverford Trust Co | 1,388,400 | $437.9M | 3.95% | −58,122−4.0% | Reduced |
| Asset Management One Co.,Ltd. | 1,368,551 | $431.7M | 1.25% | +2,149+0.2% | Added |
| Mairs & Power Inc | 1,361,530 | $429.5M | 4.04% | −139,436−9.3% | Reduced |
| Cetera Investment Advisers | 1,350,344 | $425.9M | 0.50% | +338,128+33.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,332,961 | $420.5M | 0.92% | −34,244−2.5% | Reduced |
| Montrusco Bolton Investments Inc. | 1,369,524 | $418.8M | 4.87% | −345,540−20.1% | Reduced |
| Treasurer of the State of North Carolina | 1,248,725 | $393.9M | 1.21% | −48,652−3.8% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 1,242,500 | $391.8M | 1.75% | 00.0% | Unchanged |
| STRS Ohio | 1,240,906 | $391.4M | 1.43% | +105,103+9.3% | Added |
| Zacks Investment Management | 1,227,047 | $387.0M | 3.08% | +2,947+0.2% | Added |
| Brown Advisory Inc | 1,215,838 | $383.5M | 0.50% | −19,268−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,236,475 | $383.5M | 0.54% | +249,508+25.3% | Added |
| Panagora Asset Management Inc | 1,213,611 | $382.8M | 1.54% | −55,714−4.4% | Reduced |
| Nomura Asset Management Co Ltd | 1,199,430 | $378.3M | 0.99% | −79,275−6.2% | Reduced |
| Commerce Bank | 1,188,697 | $375.0M | 2.09% | −15,556−1.3% | Reduced |
| Macquarie Group Ltd | 1,184,407 | $373.5M | 0.44% | −11,095−0.9% | Reduced |
| Mawer Investment Management Ltd. | 1,174,239 | $370.4M | 1.92% | −67,730−5.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,162,982 | $366.8M | 1.16% | +10,726+0.9% | Added |
| Glenmede Investment Management, LP | 1,160,165 | $366.0M | 1.77% | −11,721−1.0% | Reduced |
| Regions Financial Corp | 1,155,383 | $364.4M | 2.37% | −12,766−1.1% | Reduced |
| KLP Kapitalforvaltning AS | 1,124,032 | $354.6M | 1.41% | +5000.0% | Added |
| Citadel Advisors LLC | 1,118,365 | $352.8M | 0.28% | −2,285,040−67.1% | Reduced |
| Comerica Bank | 1,104,797 | $348.5M | 1.31% | −58,571−5.0% | Reduced |
| Public Sector Pension Investment Board | 1,104,535 | $348.4M | 1.28% | +646+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,101,758 | $347.5M | 0.23% | −4970.0% | Reduced |
| ACR Alpine Capital Research, LLC | 1,100,218 | $347.0M | 5.93% | −39,148−3.4% | Reduced |
| Great Lakes Advisors, LLC | 1,095,647 | $345.6M | 2.88% | −22,910−2.0% | Reduced |
| Ci Investments Inc. | 1,063,601 | $335.5M | 1.22% | −129,442−10.8% | Reduced |
| Employees Provident Fund Board | 1,060,000 | $334.4M | 2.68% | +260,000+32.5% | Added |
| AXA Investment Managers S.A. | 1,048,217 | $330.6M | 0.89% | +1,048,217 | New |
| Qube Research & Technologies Ltd | 1,037,233 | $327.2M | 0.46% | −148,424−12.5% | Reduced |
| Sarasin & Partners LLP | 1,034,583 | $326.6M | 3.21% | −90,601−8.1% | Reduced |
| Paralel Advisors LLC | 1,028,000 | $324.3M | 12.63% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,025,461 | $324.0M | 0.22% | +109,565+12.0% | Added |
| Cullen Capital Management LLC | 1,006,665 | $317.5M | 3.47% | −40,578−3.9% | Reduced |
| State of Tennessee, Treasury Department | 1,004,872 | $317.0M | 1.06% | +30,000+3.1% | Added |
| Quantinno Capital Management LP | 994,257 | $313.6M | 0.86% | +259,876+35.4% | Added |
| Bradley Foster & Sargent Inc | 987,865 | $311.6M | 4.59% | −13,494−1.3% | Reduced |
| Tredje AP-fonden | 986,128 | $311.1M | 2.50% | −129,654−11.6% | Reduced |
| TD Waterhouse Canada Inc. | 996,773 | $309.7M | 2.02% | +17,365+1.8% | Added |
| Epoch Investment Partners, Inc. | 977,750 | $308.4M | 1.69% | −401,168−29.1% | Reduced |
| State of New Jersey Common Pension Fund D | 971,546 | $306.5M | 1.13% | +27,565+2.9% | Added |
| Pinebridge Investments, L.P. | 966,969 | $305.0M | 2.28% | +99,179+11.4% | Added |
| Compagnie Lombard Odier SCmA | 964,125 | $304.1M | 3.36% | −55,751−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 957,174 | $301.9M | 1.17% | +21,650+2.3% | Added |
| Susquehanna International Group, LLP | 956,347 | $301.7M | 0.44% | +189,978+24.8% | Added |
| Retirement Systems of Alabama | 949,687 | $299.6M | 1.00% | +37,107+4.1% | Added |
| State of Michigan Retirement System | 943,631 | $297.6M | 1.43% | +18,000+1.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 933,180 | $294.4M | 1.52% | +20,894+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 930,339 | $293.5M | 1.68% | +244,418+35.6% | Added |
| Rafferty Asset Management, LLC | 915,114 | $288.7M | 0.94% | −8,933−1.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 909,118 | $286.9M | 1.15% | −29,979−3.2% | Reduced |
| SEI Investments Co | 900,953 | $284.2M | 0.31% | +46,983+5.5% | Added |