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, 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
- 5,103
- +32 vs. Q4 2025
- Shares held
- 1.95B
- +273.9M (+16.3%) vs. Q4 2025
- Total value
- $572.1B
- +$33.1B (+6.1%) vs. Q4 2025
- New holders
- 208
- 2,134 more added
- Sold out
- 176
- 2,291 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| S&G Foundation | 2,617,548 | $770.0M | 40.87% | +2,617,548 | New |
| Manufacturers Life Insurance Company, The | 2,514,182 | $739.6M | 0.64% | −78,610−3.0% | Reduced |
| Credit Agricole S A | 2,502,919 | $736.3M | 2.41% | −233,788−8.5% | Reduced |
| Qube Research & Technologies Ltd | 2,467,644 | $725.9M | 1.03% | +1,311,294+113.4% | Added |
| Citadel Advisors LLC | 2,432,173 | $715.4M | 0.51% | +1,131,436+87.0% | Added |
| Victory Capital Management Inc | 2,415,579 | $710.6M | 0.46% | −111,424−4.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 2,415,266 | $710.5M | 1.10% | −13,200−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 2,409,554 | $708.8M | 1.26% | +83,763+3.6% | Added |
| Natixis | 2,405,450 | $707.6M | 2.84% | +802,118+50.0% | Added |
| Caisse de Depot Et Placement du Quebec | 2,390,561 | $703.2M | 1.13% | +99,738+4.4% | Added |
| State Board of Administration of Florida Retirement System | 2,384,247 | $701.4M | 1.31% | −44,260−1.8% | Reduced |
| Standard Life Aberdeen plc | 2,361,373 | $694.6M | 1.12% | +48,933+2.1% | Added |
| Blair William & Co | 2,307,253 | $678.7M | 1.94% | −2,556−0.1% | Reduced |
| Ninety One UK Ltd | 2,305,629 | $678.2M | 1.57% | +284,018+14.0% | Added |
| Danske Bank A/S | 2,294,132 | $674.8M | 1.63% | +6220.0% | Added |
| KBC Group NV | 2,284,965 | $672.1M | 1.69% | −440,357−16.2% | Reduced |
| Great West Life Assurance Co | 2,254,838 | $665.8M | 1.19% | +19,127+0.9% | Added |
| First Trust Advisors LP | 2,236,537 | $657.9M | 0.47% | +314,439+16.4% | Added |
| Prudential Financial Inc | 2,226,667 | $655.0M | 0.81% | −12,106−0.5% | Reduced |
| Russell Investments Group, Ltd. | 2,244,107 | $654.4M | 0.70% | +182,260+8.8% | Added |
| Royal London Asset Management Ltd | 2,219,889 | $653.0M | 1.37% | −8,227−0.4% | Reduced |
| New York State Teachers Retirement System | 2,184,576 | $642.6M | 1.31% | +19,649+0.9% | Added |
| Natixis Advisors, L.P. | 2,128,446 | $626.1M | 0.87% | −87,530−3.9% | Reduced |
| Cerity Partners LLC | 2,094,775 | $616.2M | 0.87% | +43,954+2.1% | Added |
| 1832 Asset Management L.P. | 2,005,420 | $589.9M | 0.78% | −177,998−8.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,012,100 | $588.4M | 1.77% | −152,999−7.1% | Reduced |
| Mackenzie Financial Corp | 1,983,783 | $583.5M | 0.70% | −549,883−21.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,936,695 | $569.7M | 1.64% | −72,170−3.6% | Reduced |
| Bahl & Gaynor Inc | 1,930,782 | $568.0M | 2.86% | +3,740+0.2% | Added |
| Jones Financial Companies LLLP | 1,966,359 | $557.5M | 0.27% | +834,820+73.8% | Added |
| Huntington National Bank | 1,888,094 | $555.4M | 3.06% | +39,152+2.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 1,899,884 | $555.2M | 0.96% | −80,715−4.1% | Reduced |
| TD Waterhouse Canada Inc. | 1,871,825 | $551.6M | 1.64% | +893,874+91.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,826,361 | $537.2M | 1.17% | −237,476−11.5% | Reduced |
| Thrivent Financial for Lutherans | 1,800,110 | $529.5M | 1.01% | +6,628+0.4% | Added |
| Keybank National Association | 1,788,071 | $526.0M | 1.92% | −11,286−0.6% | Reduced |
| Janney Montgomery Scott LLC | 1,778,198 | $523.1M | 1.29% | +81,495+4.8% | Added |
| M&T Bank Corp | 1,774,041 | $521.9M | 1.71% | −23,969−1.3% | Reduced |
| Korea Investment CORP | 1,757,000 | $516.8M | 1.07% | −54,160−3.0% | Reduced |
| Public Employees Retirement Association of Colorado | 1,735,843 | $510.6M | 2.00% | −122,342−6.6% | Reduced |
| King Luther Capital Management Corp | 1,730,202 | $509.0M | 2.20% | −42,741−2.4% | Reduced |
| Storebrand Asset Management AS | 1,686,895 | $496.2M | 1.43% | −88,237−5.0% | Reduced |
| Scotia Capital Inc. | 1,620,878 | $476.8M | 1.96% | −80,696−4.7% | Reduced |
| AQR Capital Management LLC | 1,630,005 | $473.3M | 0.22% | +219,613+15.6% | Added |
| Public Employees Retirement System of Ohio | 1,589,736 | $467.6M | 1.51% | +484,284+43.8% | Added |
| Quantinno Capital Management LP | 1,587,358 | $466.9M | 0.78% | +295,189+22.8% | Added |
| Toronto Dominion Bank | 1,581,565 | $465.2M | 0.90% | −54,876−3.4% | Reduced |
| Handelsbanken Fonder AB | 1,571,626 | $462.3M | 1.54% | −321,875−17.0% | Reduced |
| Lord, Abbett & Co. LLC | 1,557,916 | $458.3M | 1.50% | −203,119−11.5% | Reduced |
| Creative Planning | 1,543,468 | $454.0M | 0.31% | +44,216+2.9% | Added |
| Cincinnati Insurance Co | 1,512,189 | $444.8M | 6.72% | 00.0% | Unchanged |
| PFA Pension, Forsikringsaktieselskab | 1,468,243 | $431.9M | 1.30% | +1,061+0.1% | Added |
| Public Sector Pension Investment Board | 1,457,721 | $428.8M | 1.34% | +86,414+6.3% | Added |
| State of Wisconsin Investment Board | 1,457,420 | $428.7M | 0.98% | +26,119+1.8% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 1,446,300 | $425.4M | 2.07% | +203,800+16.4% | Added |
| Capitolis Liquid Global Markets LLC | 1,437,136 | $422.7M | 2.69% | +1,437,136 | New |
| GWM Advisors LLC | 1,434,818 | $422.1M | 1.52% | −23,482−1.6% | Reduced |
| Cetera Investment Advisers | 1,417,978 | $417.1M | 0.44% | +24,913+1.8% | Added |
| Commonwealth Equity Services, LLC | 1,412,005 | $415.4M | 0.58% | −153,141−9.8% | Reduced |
| Pictet Asset Management Holding SA | 1,396,192 | $410.7M | 0.43% | −71,097−4.8% | Reduced |
| Jennison Associates LLC | 1,383,648 | $407.0M | 0.28% | −19,486−1.4% | Reduced |
| UniSuper Management Pty Ltd | 1,375,952 | $404.8M | 2.65% | −29,626−2.1% | Reduced |
| Haverford Trust Co | 1,359,070 | $399.8M | 3.66% | −17,746−1.3% | Reduced |
| Commerce Bank | 1,350,694 | $397.3M | 1.92% | +168,612+14.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,342,241 | $394.8M | 0.97% | −43,157−3.1% | Reduced |
| Samlyn Capital, LLC | 1,339,952 | $394.2M | 6.77% | +703,669+110.6% | Added |
| Advisor Group Holdings, Inc. | 1,335,156 | $393.0M | 0.58% | +192,199+16.8% | Added |
| Asset Management One Co.,Ltd. | 1,331,794 | $391.8M | 1.16% | −83,021−5.9% | Reduced |
| SEI Investments Co | 1,298,620 | $382.0M | 0.35% | +338,806+35.3% | Added |
| Alphinity Investment Management Pty Ltd | 1,289,083 | $379.2M | 6.68% | −928,134−41.9% | Reduced |
| Nomura Asset Management Co Ltd | 1,227,887 | $361.2M | 0.93% | +14,678+1.2% | Added |
| Millennium Management LLC | 1,226,765 | $360.9M | 0.27% | −523,263−29.9% | Reduced |
| Brown Advisory Inc | 1,220,005 | $358.9M | 0.59% | −2,786−0.2% | Reduced |
| Artisan Partners Limited Partnership | 1,218,651 | $358.5M | 0.58% | +1,170,733+2,443.2% | Added |
| SEB Asset Management AB | 1,210,826 | $356.2M | 1.52% | +1,210,826 | New |
| Montrusco Bolton Investments Inc. | 1,246,180 | $356.0M | 5.39% | +240,754+23.9% | Added |
| Vanguard Investments Australia, Ltd. | 1,195,181 | $351.6M | 1.01% | +1,195,181 | New |
| Captrust Financial Advisors | 1,190,152 | $350.1M | 0.61% | +314,872+36.0% | Added |
| Treasurer of the State of North Carolina | 1,163,056 | $342.1M | 1.08% | +24,781+2.2% | Added |
| Man Group plc | 1,159,774 | $341.2M | 0.71% | +312,673+36.9% | Added |
| Glenmede Trust Co NA | 1,148,125 | $337.7M | 1.66% | −13,616−1.2% | Reduced |
| KLP Kapitalforvaltning AS | 1,144,192 | $336.6M | 1.32% | +20,840+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,137,453 | $334.6M | 0.21% | +19,187+1.7% | Added |
| Great Lakes Advisors, LLC | 1,134,824 | $333.8M | 2.77% | +46,246+4.2% | Added |
| Employees Provident Fund Board | 1,130,000 | $332.4M | 2.51% | −55,864−4.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,264,868 | $328.8M | 0.72% | −380,315−23.1% | Reduced |
| Mawer Investment Management Ltd. | 1,113,579 | $327.6M | 2.12% | +98,026+9.7% | Added |
| STRS Ohio | 1,097,030 | $322.7M | 1.28% | −64,881−5.6% | Reduced |
| Regions Financial Corp | 1,065,620 | $313.5M | 2.04% | −76,808−6.7% | Reduced |
| Mairs & Power Inc | 1,054,197 | $310.1M | 3.17% | −222,207−17.4% | Reduced |
| Paralel Advisors LLC | 1,028,000 | $302.4M | 12.57% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 998,182 | $293.7M | 0.34% | −398,192−28.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 996,961 | $293.3M | 1.50% | +66,875+7.2% | Added |
| State of Tennessee, Treasury Department | 978,763 | $287.9M | 0.97% | −1180.0% | Reduced |
| ACR Alpine Capital Research, LLC | 978,495 | $287.8M | 4.30% | +1,307+0.1% | Added |
| Bradley Foster & Sargent Inc | 963,155 | $283.3M | 4.40% | −15,717−1.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 948,734 | $279.1M | 2.59% | −26,167−2.7% | Reduced |
| State of New Jersey Common Pension Fund D | 934,681 | $274.9M | 1.06% | −7,046−0.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 927,362 | $272.8M | 1.43% | −5,808−0.6% | Reduced |
| LGT Group Foundation | 915,260 | $269.2M | 3.29% | +66,131+7.8% | Added |