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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 912,899 | $268.5M | 2.15% | −178,610−16.4% | Reduced |
| Sarasin & Partners LLP | 908,567 | $267.3M | 3.26% | −108,828−10.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 936,618 | $265.3M | 1.31% | +22,622+2.5% | Added |
| Nisa Investment Advisors, LLC | 890,157 | $261.8M | 0.97% | −253,069−22.1% | Reduced |
| Actiam N.V. | 888,058 | $261.2M | 2.55% | +20,705+2.4% | Added |
| Retirement Systems of Alabama | 875,631 | $257.6M | 0.86% | −66,605−7.1% | Reduced |
| Tredje AP-fonden | 872,571 | $256.7M | 1.40% | −234,760−21.2% | Reduced |
| Empower Advisory Group, LLC | 866,890 | $255.0M | 0.66% | +26,853+3.2% | Added |
| Resona Asset Management Co.,Ltd. | 859,613 | $251.1M | 1.25% | +6,278+0.7% | Added |
| AMF Pensionsforsakring AB | 853,194 | $251.0M | 1.66% | +12,219+1.5% | Added |
| CIBC Asset Management Inc | 848,457 | $249.5M | 0.61% | +25,148+3.1% | Added |
| Clark Capital Management Group, Inc. | 845,798 | $248.8M | 1.54% | +66,862+8.6% | Added |
| Mercer Global Advisors Inc | 837,325 | $245.9M | 0.36% | +76,368+10.0% | Added |
| Worldquant Millennium Advisors LLC | 828,460 | $243.7M | 0.94% | +102,386+14.1% | Added |
| Assetmark, Inc | 822,403 | $241.9M | 0.49% | +21,107+2.6% | Added |
| Cullen Capital Management LLC | 808,648 | $237.9M | 2.44% | −33,191−3.9% | Reduced |
| Calamos Advisors LLC | 804,936 | $236.8M | 0.91% | +91,741+12.9% | Added |
| Epoch Investment Partners, Inc. | 800,542 | $235.5M | 1.43% | −100,713−11.2% | Reduced |
| MML Investors Services, LLC | 795,261 | $233.9M | 0.65% | −150,009−15.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 791,281 | $232.8M | 0.67% | −38,341−4.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 738,691 | $227.3M | 2.91% | −8,192−1.1% | Reduced |
| Omers Administration Corp | 771,720 | $227.0M | 1.46% | +40,579+5.6% | Added |
| Menora Mivtachim Holdings Ltd. | 771,264 | $226.9M | 1.07% | −334,300−30.2% | Reduced |
| DnB Asset Management AS | 767,773 | $225.8M | 0.81% | +30,411+4.1% | Added |
| Pinebridge Investments LLC | 760,708 | $223.8M | 1.89% | −6,364−0.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 748,885 | $220.3M | 3.01% | +3,168+0.4% | Added |
| Arizona State Retirement System | 745,877 | $219.4M | 1.28% | −23,221−3.0% | Reduced |
| Ci Investments Inc. | 744,679 | $219.1M | 1.06% | −63,548−7.9% | Reduced |
| Jane Street Group, LLC | 740,094 | $217.7M | 0.23% | −527,284−41.6% | Reduced |
| Boston Trust Walden Corp | 739,677 | $217.6M | 1.79% | −42,537−5.4% | Reduced |
| Czech National Bank | 734,298 | $216.0M | 1.42% | +16,479+2.3% | Added |
| Groupama Asset Managment | 733,012 | $215.6M | 3.15% | −27,014−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 731,961 | $215.3M | 1.08% | +52,648+7.8% | Added |
| Teacher Retirement System of Texas | 729,429 | $214.6M | 0.89% | −171,239−19.0% | Reduced |
| Quilter Plc | 718,362 | $211.3M | 3.71% | +13,973+2.0% | Added |
| Sanctuary Advisors, LLC | 718,193 | $211.3M | 1.14% | +16,144+2.3% | Added |
| State of Michigan Retirement System | 704,331 | $207.2M | 1.09% | −208,400−22.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 703,927 | $207.1M | 1.67% | −7,128−1.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 692,247 | $203.6M | 1.11% | +254,060+58.0% | Added |
| Nomura Asset Management International Inc. | 691,751 | $203.5M | 0.35% | −86,170−11.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 692,624 | $202.7M | 0.63% | −172,407−19.9% | Reduced |
| Renaissance Technologies LLC | 688,350 | $202.5M | 0.32% | +686,249+32,663.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 685,325 | $201.6M | 0.52% | +40,731+6.3% | Added |
| Whittier Trust Co | 671,640 | $198.4M | 2.24% | +14,829+2.3% | Added |
| First Financial Bankshares Inc | 673,281 | $198.1M | 4.00% | −64,004−8.7% | Reduced |
| Compagnie Lombard Odier SCmA | 670,703 | $197.3M | 2.43% | −61,000−8.3% | Reduced |
| ProShare Advisors LLC | 668,606 | $196.7M | 0.29% | −33,032−4.7% | Reduced |
| James Hambro & Partners | 664,869 | $195.6M | 7.67% | −26,393−3.8% | Reduced |
| EP Wealth Advisors, LLC | 657,750 | $193.5M | 0.95% | +11,160+1.7% | Added |
| Rafferty Asset Management, LLC | 655,498 | $192.8M | 0.78% | −174,928−21.1% | Reduced |
| Welch & Forbes LLC | 652,907 | $192.1M | 2.48% | −13,050−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 650,477 | $191.4M | 0.69% | +51,416+8.6% | Added |
| Panagora Asset Management Inc | 645,667 | $189.9M | 0.71% | −168,282−20.7% | Reduced |
| Loomis Sayles & Co L P | 640,498 | $188.4M | 0.25% | −67,648−9.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 636,400 | $187.2M | 1.24% | +4,300+0.7% | Added |
| MetLife Investment Management | 630,335 | $185.4M | 0.95% | −22,168−3.4% | Reduced |
| Susquehanna International Group, LLP | 628,346 | $184.8M | 0.24% | +156,256+33.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 628,060 | $184.8M | 0.94% | −5,153−0.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 616,866 | $181.5M | 1.39% | −3,731−0.6% | Reduced |
| Bristol John W & Co Inc | 604,237 | $177.7M | 2.93% | −162,495−21.2% | Reduced |
| Douglas Lane & Associates, LLC | 596,561 | $175.5M | 2.53% | −11,028−1.8% | Reduced |
| Capital International Inc | 595,657 | $175.2M | 1.35% | +6,803+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 591,233 | $174.6M | 0.29% | −28,646−4.6% | Reduced |
| Daiwa Securities Group Inc. | 584,966 | $172.1M | 0.50% | +43,626+8.1% | Added |
| LSV Asset Management | 582,192 | $171.3M | 0.37% | −29,930−4.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 580,888 | $170.9M | 2.10% | +11,226+2.0% | Added |
| Gateway Investment Advisers LLC | 579,629 | $170.5M | 1.90% | −102,427−15.0% | Reduced |
| Parnassus Investments | 574,730 | $169.1M | 0.50% | +73,821+14.7% | Added |
| Kestra Advisory Services, LLC | 571,772 | $168.2M | 0.64% | +32,201+6.0% | Added |
| Life Cycle Investment Partners Ltd | 568,369 | $167.2M | 1.07% | +194,602+52.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 568,434 | $167.2M | 1.45% | +317,010+126.1% | Added |
| Capital Advisors Inc | 566,978 | $166.8M | 2.68% | −285−0.1% | Reduced |
| MUFG Securities EMEA plc | 565,835 | $166.4M | 2.48% | −48,906−8.0% | Reduced |
| Brown Brothers Harriman & Co | 564,561 | $166.1M | 0.89% | +432,048+326.0% | Added |
| Peapack Gladstone Financial Corp | 562,636 | $165.5M | 2.12% | −3,019−0.5% | Reduced |
| Kames Capital plc | 560,897 | $164.3M | 2.18% | −56,484−9.1% | Reduced |
| Davis Selected Advisers | 556,452 | $163.7M | 0.75% | −15,134−2.6% | Reduced |
| RE Advisers Corp | 554,425 | $162.3M | 4.36% | −6,300−1.1% | Reduced |
| CWM, LLC | 550,203 | $161.8M | 0.43% | +14,094+2.6% | Added |
| Toroso Investments, LLC | 549,403 | $161.3M | 0.50% | +68,059+14.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 547,820 | $161.1M | 1.57% | +21,506+4.1% | Added |
| IFM Investors Pty Ltd | 544,830 | $160.3M | 1.34% | +15,948+3.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 547,582 | $159.5M | 1.67% | −163,352−23.0% | Reduced |
| Lido Advisors, LLC | 539,119 | $158.6M | 0.62% | −53,231−9.0% | Reduced |
| Evercore Wealth Management, LLC | 532,133 | $156.5M | 2.46% | −54,861−9.3% | Reduced |
| Woodline Partners LP | 529,119 | $155.6M | 0.59% | +64,146+13.8% | Added |
| Swiss Life Asset Management Ltd | 528,170 | $155.4M | 0.76% | +8,450+1.6% | Added |
| Davenport & Co LLC | 529,575 | $154.9M | 0.86% | −49,644−8.6% | Reduced |
| Banco Santander, S.A. | 523,635 | $154.0M | 1.24% | +47,709+10.0% | Added |
| Atalanta Sosnoff Capital, LLC | 520,766 | $153.2M | 3.29% | −140,831−21.3% | Reduced |
| Factory Mutual Insurance Co | 519,225 | $152.7M | 1.72% | +25,450+5.2% | Added |
| Union Bancaire Privee, UBP SA | 564,212 | $152.0M | 2.78% | −79,452−12.3% | Reduced |
| Employees Retirement System of Texas | 513,400 | $151.0M | 1.32% | −27,600−5.1% | Reduced |
| ING Groep NV | 507,943 | $149.4M | 0.91% | +669+0.1% | Added |
| JustInvest LLC | 502,465 | $147.8M | 1.45% | +18,917+3.9% | Added |
| Zurich Insurance Group Ltd | 497,751 | $146.4M | 1.15% | +15,751+3.3% | Added |
| ASR Vermogensbeheer N.V. | 497,274 | $146.3M | 1.72% | +4,047+0.8% | Added |
| Pathstone Holdings, LLC | 493,552 | $145.2M | 0.58% | +3,708+0.8% | Added |
| Bridges Investment Management Inc | 493,072 | $145.0M | 1.97% | −4,613−0.9% | Reduced |
| Voloridge Investment Management, LLC | 492,656 | $144.9M | 0.58% | +492,656 | New |