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, Q4 2025
Institutional positions in JPMorgan Chase & Co as of Dec 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
- 5,154
- +488 vs. Q3 2025
- Shares held
- 1.99B
- +35.8M (+1.8%) vs. Q3 2025
- Total value
- $639.5B
- +$23.9B (+3.9%) vs. Q3 2025
- New holders
- 575
- 1,969 more added
- Sold out
- 87
- 2,154 more reduced
99 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 265,758,185 | $85.6B | 1.24% | −136,410−0.1% | Reduced |
| BlackRock, Inc. | 211,596,732 | $68.2B | 1.16% | +2,404,722+1.1% | Added |
| State Street Corp | 125,342,135 | $40.4B | 1.35% | +144,171+0.1% | Added |
| Morgan Stanley | 66,385,268 | $21.4B | 1.28% | +939,421+1.4% | Added |
| Geode Capital Management, LLC | 61,268,688 | $19.7B | 1.21% | −13,0170.0% | Reduced |
| Bank of America Corp | 56,719,109 | $18.3B | 1.33% | −1,034,011−1.8% | Reduced |
| FMR LLC | 35,700,719 | $11.5B | 0.59% | −3,036,533−7.8% | Reduced |
| Norges Bank | 35,368,681 | $11.4B | 1.22% | +35,368,681 | New |
| Northern Trust Corp | 31,672,762 | $10.2B | 1.30% | −685,553−2.1% | Reduced |
| Price T Rowe Associates Inc | 27,942,349 | $9.00B | 0.97% | −1,075,522−3.7% | Reduced |
| Capital International Investors | 26,626,025 | $8.58B | 1.34% | −1,509,401−5.4% | Reduced |
| Royal Bank of Canada | 24,075,388 | $7.76B | 1.36% | +118,662+0.5% | Added |
| Bank of New York Mellon Corp | 23,424,482 | $7.55B | 1.33% | +1,194,583+5.4% | Added |
| Wells Fargo & Company | 23,085,900 | $7.44B | 1.45% | −140,040−0.6% | Reduced |
| Capital Research Global Investors | 21,930,307 | $7.07B | 1.30% | −1,084,046−4.7% | Reduced |
| Goldman Sachs Group Inc | 21,777,670 | $7.02B | 1.00% | −388,770−1.8% | Reduced |
| Ameriprise Financial Inc | 19,352,594 | $6.23B | 1.41% | −1,599,657−7.6% | Reduced |
| Legal & General Group Plc | 19,019,564 | $6.13B | 1.36% | +110,586+0.6% | Added |
| UBS Group AG | 18,895,635 | $6.09B | 1.21% | −665,611−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 18,747,819 | $6.04B | 0.94% | −69,643−0.4% | Reduced |
| Dimensional Fund Advisors LP | 18,361,596 | $5.92B | 1.24% | −331,475−1.8% | Reduced |
| Capital World Investors | 18,141,072 | $5.85B | 0.79% | −5,954,212−24.7% | Reduced |
| UBS Asset Management Americas Inc | 16,401,871 | $5.29B | 1.12% | −232,398−1.4% | Reduced |
| Fisher Asset Management, LLC | 16,018,656 | $5.16B | 1.76% | +296,213+1.9% | Added |
| Massachusetts Financial Services Co | 15,519,405 | $5.00B | 1.61% | −896,279−5.5% | Reduced |
| Nuveen, LLC | 14,775,402 | $4.76B | 1.25% | −597,143−3.9% | Reduced |
| Raymond James Financial Inc | 14,448,443 | $4.66B | 1.45% | +2,4400.0% | Added |
| Invesco Ltd. | 14,448,897 | $4.66B | 0.44% | −206,256−1.4% | Reduced |
| Franklin Resources Inc | 12,420,530 | $4.00B | 0.98% | −176,749−1.4% | Reduced |
| Wellington Management Group LLP | 10,391,709 | $3.35B | 0.59% | −3,425,119−24.8% | Reduced |
| Deutsche Bank AG | 10,190,594 | $3.28B | 1.07% | +296,547+3.0% | Added |
| Barclays PLC | 9,749,773 | $3.14B | 1.26% | −4,312,292−30.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,132,100 | $2.94B | 2.58% | +1,258,634+16.0% | Added |
| Neuberger Berman Group LLC | 8,214,514 | $2.65B | 1.97% | −554,872−6.3% | Reduced |
| BNP Paribas Arbitrage, SA | 7,914,787 | $2.55B | 1.61% | +1,822,568+29.9% | Added |
| HSBC Holdings PLC | 7,564,735 | $2.44B | 1.39% | +751,217+11.0% | Added |
| Boston Partners | 7,231,996 | $2.33B | 2.41% | −260,767−3.5% | Reduced |
| Envestnet Asset Management Inc | 6,778,558 | $2.18B | 0.65% | −300,184−4.2% | Reduced |
| California Public Employees Retirement System | 6,761,319 | $2.18B | 1.25% | +145,570+2.2% | Added |
| Amundi | 6,750,953 | $2.18B | 0.59% | +1,269,323+23.2% | Added |
| The PNC Financial Services Group, Inc. | 6,744,967 | $2.17B | 1.19% | −104,241−1.5% | Reduced |
| Schroder Investment Management Group | 6,613,948 | $2.13B | 1.62% | +215,818+3.4% | Added |
| Baird Financial Group, Inc. | 6,576,161 | $2.12B | 3.30% | +143,107+2.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,474,962 | $2.09B | 1.23% | −334,455−4.9% | Reduced |
| SG Americas Securities, LLC | 6,218,204 | $2.00B | 2.64% | +6,215,423+223,496.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,867,584 | $1.91B | 1.29% | +237,210+4.2% | Added |
| Bank of Montreal | 5,831,539 | $1.88B | 0.77% | −300,633−4.9% | Reduced |
| Canada Pension Plan Investment Board | 5,573,356 | $1.80B | 1.20% | −138,974−2.4% | Reduced |
| LPL Financial LLC | 5,459,824 | $1.76B | 0.48% | +242,190+4.6% | Added |
| Alliancebernstein L.P. | 5,426,193 | $1.75B | 0.55% | −349,455−6.1% | Reduced |
| National Pension Service | 5,408,990 | $1.74B | 1.29% | −41,885−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,281,754 | $1.70B | 2.88% | +447,663+9.3% | Added |
| Principal Financial Group Inc | 5,134,283 | $1.65B | 0.84% | −167,504−3.2% | Reduced |
| TD Asset Management Inc | 4,931,716 | $1.59B | 1.28% | −148,269−2.9% | Reduced |
| JPMorgan Chase & Co | 4,926,369 | $1.59B | 0.11% | +74,809+1.5% | Added |
| Unisphere Establishment | 4,800,000 | $1.55B | 11.56% | 00.0% | Unchanged |
| Swedbank AB | 4,725,326 | $1.52B | 1.47% | −111,401−2.3% | Reduced |
| Rhumbline Advisers | 4,708,833 | $1.52B | 1.23% | −167,347−3.4% | Reduced |
| Bessemer Group Inc | 4,698,539 | $1.51B | 2.32% | −701,428−13.0% | Reduced |
| Clearbridge Investments, LLC | 4,621,543 | $1.49B | 1.19% | −194,205−4.0% | Reduced |
| Sanders Capital, LLC | 4,305,493 | $1.39B | 1.60% | −31,537−0.7% | Reduced |
| California State Teachers Retirement System | 4,260,642 | $1.37B | 1.37% | −113,285−2.6% | Reduced |
| Janus Henderson Group PLC | 4,193,611 | $1.35B | 0.60% | −170,092−3.9% | Reduced |
| Stifel Financial Corp | 3,900,287 | $1.26B | 1.13% | −14,813−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,776,778 | $1.22B | 1.73% | −12,697−0.3% | Reduced |
| American Century Companies Inc | 3,707,319 | $1.19B | 0.60% | −373,550−9.2% | Reduced |
| Primecap Management Co | 3,606,887 | $1.16B | 0.88% | −231,180−6.0% | Reduced |
| US Bancorp | 3,584,075 | $1.15B | 1.35% | −71,517−2.0% | Reduced |
| Nordea Investment Management AB | 3,566,046 | $1.15B | 0.99% | +220,581+6.6% | Added |
| CI Private Wealth, LLC | 3,484,827 | $1.12B | 1.53% | +290,213+9.1% | Added |
| New York State Common Retirement Fund | 3,243,209 | $1.05B | 1.39% | −91,827−2.8% | Reduced |
| Allianz Asset Management GmbH | 3,232,673 | $1.04B | 1.19% | +512,118+18.8% | Added |
| Fayez Sarofim & Co | 3,177,244 | $1.02B | 2.46% | −293,156−8.4% | Reduced |
| CIBC Private Wealth Group, LLC | 3,155,380 | $1.02B | 1.72% | −36,942−1.2% | Reduced |
| Voya Investment Management LLC | 3,072,539 | $990.0M | 0.98% | +150,309+5.1% | Added |
| Mariner, LLC | 3,028,638 | $975.9M | 1.16% | −275,906−8.3% | Reduced |
| Aviva PLC | 3,020,078 | $973.1M | 1.64% | +336,943+12.6% | Added |
| Truist Financial Corp | 3,006,468 | $968.7M | 1.29% | +71,915+2.5% | Added |
| Colony Group, LLC | 3,007,563 | $967.9M | 1.10% | +640,513+27.1% | Added |
| FIL Ltd | 2,995,394 | $965.2M | 0.72% | +28,766+1.0% | Added |
| Citigroup Inc | 2,992,017 | $964.1M | 0.66% | −2,092,673−41.2% | Reduced |
| Ensign Peak Advisors, Inc | 2,975,124 | $958.6M | 1.69% | −442,487−12.9% | Reduced |
| Acadian Asset Management LLC | 2,909,712 | $937.5M | 1.54% | +762,950+35.5% | Added |
| National Bank of Canada | 2,781,327 | $896.3M | 0.92% | −330,606−10.6% | Reduced |
| Rathbone Brothers plc | 2,737,607 | $882.1M | 3.45% | −25,788−0.9% | Reduced |
| Credit Agricole S A | 2,736,707 | $881.8M | 2.43% | +770,029+39.2% | Added |
| KBC Group NV | 2,725,322 | $878.2M | 2.00% | +63,990+2.4% | Added |
| HighTower Advisors, LLC | 2,672,170 | $861.0M | 0.94% | −49,548−1.8% | Reduced |
| Axiom Investors LLC | 2,624,117 | $845.5M | 7.42% | +892,794+51.6% | Added |
| Manufacturers Life Insurance Company, The | 2,592,792 | $835.5M | 0.69% | +5,479+0.2% | Added |
| Mackenzie Financial Corp | 2,533,666 | $817.8M | 0.97% | −32,433−1.3% | Reduced |
| Victory Capital Management Inc | 2,527,003 | $814.3M | 0.46% | +165,166+7.0% | Added |
| Capital Wealth Planning, LLC | 2,455,895 | $794.3M | 5.14% | +84,201+3.6% | Added |
| APG Asset Management N.V. | 2,886,209 | $791.9M | 2.25% | +164,988+6.1% | Added |
| State Board of Administration of Florida Retirement System | 2,428,507 | $782.5M | 1.38% | −106,344−4.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,428,466 | $782.5M | 1.18% | −10,000−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 2,325,791 | $749.4M | 1.35% | +167,409+7.8% | Added |
| Standard Life Aberdeen plc | 2,312,440 | $745.1M | 1.15% | +4,665+0.2% | Added |
| Blair William & Co | 2,309,809 | $744.3M | 2.00% | +2,891+0.1% | Added |
| Danske Bank A/S | 2,293,510 | $739.0M | 1.72% | +84,193+3.8% | Added |