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, Q1 2026
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2026. 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
- 5,102
- +32 vs. Q4 2025
- Shares held
- 1.95B
- +273.9M (+16.3%) vs. Q4 2025
- Total value
- $572.0B
- +$33.1B (+6.1%) vs. Q4 2025
- New holders
- 208
- 2,134 more added
- Sold out
- 176
- 2,290 more reduced
84 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 208,220,293 | $61.3B | 1.07% | −3,376,439−1.6% | Reduced |
| Vanguard Capital Management LLC | 165,278,733 | $48.6B | 1.20% | +165,278,733 | New |
| State Street Corp | 124,276,661 | $36.6B | 1.26% | −1,065,474−0.9% | Reduced |
| Morgan Stanley | 68,544,442 | $20.2B | 1.21% | +2,159,174+3.3% | Added |
| Bank of America Corp | 65,660,460 | $19.3B | 1.41% | +8,941,351+15.8% | Added |
| Vanguard Portfolio Management LLC | 65,580,826 | $19.3B | 1.01% | +65,580,826 | New |
| Geode Capital Management, LLC | 62,550,814 | $18.3B | 1.14% | +1,282,126+2.1% | Added |
| FMR LLC | 31,433,969 | $9.25B | 0.49% | −4,266,750−12.0% | Reduced |
| Northern Trust Corp | 31,221,042 | $9.18B | 1.21% | −451,720−1.4% | Reduced |
| Price T Rowe Associates Inc | 27,487,323 | $8.09B | 0.93% | −455,026−1.6% | Reduced |
| Capital Research Global Investors | 27,413,395 | $8.06B | 1.25% | +5,483,088+25.0% | Added |
| Royal Bank of Canada | 23,892,148 | $7.03B | 1.33% | −183,240−0.8% | Reduced |
| Goldman Sachs Group Inc | 23,448,974 | $6.90B | 0.91% | +1,671,304+7.7% | Added |
| Wells Fargo & Company | 23,000,631 | $6.77B | 1.35% | −85,269−0.4% | Reduced |
| Bank of New York Mellon Corp | 21,102,442 | $6.21B | 1.14% | −2,322,040−9.9% | Reduced |
| UBS Group AG | 19,111,750 | $5.62B | 1.00% | +216,115+1.1% | Added |
| Charles Schwab Investment Management Inc | 19,101,113 | $5.62B | 0.86% | +353,294+1.9% | Added |
| Dimensional Fund Advisors LP | 18,968,884 | $5.58B | 1.16% | +607,288+3.3% | Added |
| Legal & General Group Plc | 18,847,278 | $5.54B | 1.28% | −172,286−0.9% | Reduced |
| UBS Asset Management Americas Inc | 18,698,779 | $5.50B | 1.14% | +2,296,908+14.0% | Added |
| Ameriprise Financial Inc | 17,103,080 | $5.03B | 1.17% | −2,249,514−11.6% | Reduced |
| Fisher Asset Management, LLC | 17,020,065 | $5.01B | 1.70% | +1,001,409+6.3% | Added |
| SG Americas Securities, LLC | 15,599,956 | $4.59B | 5.06% | +9,381,752+150.9% | Added |
| Capital World Investors | 15,421,463 | $4.54B | 0.62% | −2,719,609−15.0% | Reduced |
| Nuveen, LLC | 15,065,123 | $4.43B | 1.20% | +289,721+2.0% | Added |
| Franklin Resources Inc | 15,025,584 | $4.42B | 1.08% | +2,605,054+21.0% | Added |
| Massachusetts Financial Services Co | 14,662,099 | $4.33B | 1.46% | −857,306−5.5% | Reduced |
| Raymond James Financial Inc | 14,483,337 | $4.25B | 1.31% | +34,894+0.2% | Added |
| Vanguard Fiduciary Trust Co | 14,102,375 | $4.15B | 1.05% | +14,102,375 | New |
| Capital International Investors | 12,605,169 | $3.70B | 0.87% | −14,020,856−52.7% | Reduced |
| Barclays PLC | 12,411,127 | $3.65B | 1.30% | +2,661,354+27.3% | Added |
| Invesco Ltd. | 12,348,261 | $3.63B | 0.35% | −2,100,636−14.5% | Reduced |
| Deutsche Bank AG | 8,311,386 | $2.44B | 0.81% | −1,879,208−18.4% | Reduced |
| Neuberger Berman Group LLC | 7,886,541 | $2.32B | 1.77% | −327,973−4.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,564,432 | $2.23B | 2.03% | −1,567,668−17.2% | Reduced |
| Envestnet Asset Management Inc | 7,190,378 | $2.12B | 0.57% | +411,820+6.1% | Added |
| Boston Partners | 7,053,020 | $2.08B | 2.17% | −178,976−2.5% | Reduced |
| BNP Paribas Arbitrage, SA | 7,041,516 | $2.07B | 1.36% | −873,271−11.0% | Reduced |
| Amundi | 6,968,496 | $2.05B | 0.56% | +217,543+3.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,944,004 | $2.04B | 3.37% | +1,662,250+31.5% | Added |
| Baird Financial Group, Inc. | 6,687,348 | $1.97B | 3.07% | +111,187+1.7% | Added |
| HSBC Holdings PLC | 6,675,235 | $1.96B | 1.17% | −889,500−11.8% | Reduced |
| The PNC Financial Services Group, Inc. | 6,659,286 | $1.96B | 1.13% | −85,681−1.3% | Reduced |
| Canada Pension Plan Investment Board | 6,524,314 | $1.92B | 1.24% | +950,958+17.1% | Added |
| Schroder Investment Management Group | 6,540,446 | $1.86B | 1.52% | −73,502−1.1% | Reduced |
| California Public Employees Retirement System | 6,308,333 | $1.86B | 1.14% | −452,986−6.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,234,859 | $1.83B | 1.23% | +367,275+6.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,110,549 | $1.80B | 1.16% | −364,413−5.6% | Reduced |
| Alliancebernstein L.P. | 5,192,793 | $1.67B | 0.54% | −233,400−4.3% | Reduced |
| Bank of Montreal | 5,555,718 | $1.63B | 0.69% | −275,821−4.7% | Reduced |
| National Pension Service | 5,513,297 | $1.62B | 1.23% | +104,307+1.9% | Added |
| Vanguard Global Advisers, LLC | 5,460,327 | $1.61B | 0.86% | +5,460,327 | New |
| LPL Financial LLC | 5,390,938 | $1.59B | 0.42% | −68,886−1.3% | Reduced |
| Principal Financial Group Inc | 4,961,596 | $1.46B | 0.78% | −172,687−3.4% | Reduced |
| JPMorgan Chase & Co | 5,057,631 | $1.44B | 0.10% | +131,262+2.7% | Added |
| Vanguard Asset Management, Ltd | 4,809,904 | $1.41B | 1.21% | +4,809,904 | New |
| Unisphere Establishment | 4,800,000 | $1.41B | 11.88% | 00.0% | Unchanged |
| Rhumbline Advisers | 4,613,123 | $1.36B | 1.16% | −95,710−2.0% | Reduced |
| Swedbank AB | 4,607,397 | $1.36B | 1.42% | −117,929−2.5% | Reduced |
| Bessemer Group Inc | 4,460,709 | $1.31B | 2.06% | −237,830−5.1% | Reduced |
| CIBC Bancorp USA Inc. | 4,378,303 | $1.29B | 1.74% | +4,378,303 | New |
| TD Asset Management Inc | 4,376,725 | $1.29B | 1.04% | −554,991−11.3% | Reduced |
| Clearbridge Investments, LLC | 4,315,350 | $1.27B | 1.10% | −306,193−6.6% | Reduced |
| Janus Henderson Group PLC | 4,175,138 | $1.23B | 0.59% | −18,473−0.4% | Reduced |
| California State Teachers Retirement System | 4,132,836 | $1.22B | 1.29% | −127,806−3.0% | Reduced |
| Sanders Capital, LLC | 3,896,565 | $1.15B | 1.37% | −408,928−9.5% | Reduced |
| Stifel Financial Corp | 3,849,282 | $1.13B | 1.04% | −51,005−1.3% | Reduced |
| Wellington Management Group LLP | 3,825,728 | $1.13B | 0.21% | −6,565,981−63.2% | Reduced |
| Citigroup Inc | 3,764,798 | $1.11B | 0.70% | +772,781+25.8% | Added |
| American Century Companies Inc | 3,731,520 | $1.10B | 0.57% | +24,201+0.7% | Added |
| National Bank of Canada | 3,696,591 | $1.09B | 1.11% | +915,264+32.9% | Added |
| Voya Investment Management LLC | 3,682,091 | $1.08B | 1.13% | +609,552+19.8% | Added |
| Nordea Investment Management AB | 3,636,099 | $1.05B | 0.98% | +70,053+2.0% | Added |
| US Bancorp | 3,519,784 | $1.04B | 1.26% | −64,291−1.8% | Reduced |
| DekaBank Deutsche Girozentrale | 3,427,167 | $1.03B | 1.69% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,458,040 | $1.02B | 0.80% | +3,038,807+724.8% | Added |
| Primecap Management Co | 3,403,527 | $1.00B | 0.79% | −203,360−5.6% | Reduced |
| Two Sigma Investments, LP | 3,310,888 | $973.9M | 0.81% | +2,913,874+733.9% | Added |
| Fifth Third Bancorp | 3,307,677 | $973.0M | 1.78% | +1,053,505+46.7% | Added |
| New York State Common Retirement Fund | 3,194,329 | $939.6M | 1.31% | −48,880−1.5% | Reduced |
| CI Private Wealth, LLC | 3,156,561 | $928.3M | 1.33% | −328,266−9.4% | Reduced |
| Fayez Sarofim & Co | 3,129,122 | $920.5M | 2.36% | −48,122−1.5% | Reduced |
| Acadian Asset Management LLC | 3,127,513 | $919.9M | 1.31% | +217,801+7.5% | Added |
| Colony Group, LLC | 3,107,487 | $914.6M | 1.02% | +99,924+3.3% | Added |
| Truist Financial Corp | 3,108,545 | $914.4M | 1.23% | +102,077+3.4% | Added |
| Allianz Asset Management GmbH | 3,101,015 | $912.2M | 1.05% | −131,658−4.1% | Reduced |
| Aviva PLC | 3,099,451 | $911.7M | 1.53% | +79,373+2.6% | Added |
| Mariner, LLC | 3,085,976 | $907.6M | 1.06% | +57,338+1.9% | Added |
| Ensign Peak Advisors, Inc | 3,020,438 | $888.5M | 1.66% | +45,314+1.5% | Added |
| Robeco Institutional Asset Management B.V. | 3,006,428 | $884.4M | 1.26% | −770,350−20.4% | Reduced |
| APG Asset Management N.V. | 3,362,145 | $858.4M | 2.72% | +475,936+16.5% | Added |
| Capital Wealth Planning, LLC | 2,873,074 | $845.1M | 4.66% | +417,179+17.0% | Added |
| Bank of Nova Scotia | 2,870,768 | $844.5M | 1.48% | +897,081+45.5% | Added |
| Axiom Investors LLC | 2,856,017 | $840.1M | 9.35% | +231,900+8.8% | Added |
| FIL Ltd | 2,855,750 | $840.0M | 0.65% | −139,644−4.7% | Reduced |
| Rathbone Brothers plc | 2,715,472 | $798.8M | 3.19% | −22,135−0.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,712,640 | $798.0M | 0.55% | +2,477,991+1,056.0% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,704,018 | $795.4M | 2.23% | +798,036+41.9% | Added |
| CIBC World Markets Inc. | 2,690,763 | $791.5M | 1.39% | +707,383+35.7% | Added |
| HighTower Advisors, LLC | 2,662,407 | $783.2M | 0.83% | −9,763−0.4% | Reduced |