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, Q2 2026
Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
- 5,156
- +123 vs. Q1 2026
- Shares held
- 1.97B
- +25.3M (+1.3%) vs. Q1 2026
- Total value
- $643.7B
- +$73.4B (+12.9%) vs. Q1 2026
- New holders
- 237
- 2,266 more added
- Sold out
- 114
- 2,116 more reduced
69 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mawer Investment Management Ltd. | 927,802 | $303.7M | 2.06% | −185,777−16.7% | Reduced |
| Montrusco Bolton Investments Inc. | 924,638 | $302.7M | 4.69% | −321,542−25.8% | Reduced |
| Mairs & Power Inc | 923,550 | $302.3M | 2.77% | −130,647−12.4% | Reduced |
| Teacher Retirement System of Texas | 910,802 | $298.1M | 0.80% | +181,373+24.9% | Added |
| Zacks Investment Management | 910,319 | $298.0M | 2.12% | −2,580−0.3% | Reduced |
| LGT Group Foundation | 907,653 | $297.1M | 3.36% | −7,607−0.8% | Reduced |
| Employees Provident Fund Board | 900,000 | $294.6M | 1.69% | −230,000−20.4% | Reduced |
| Empower Advisory Group, LLC | 884,396 | $289.5M | 0.69% | +17,506+2.0% | Added |
| Actiam N.V. | 882,774 | $289.0M | 2.22% | −5,284−0.6% | Reduced |
| Artisan Partners Limited Partnership | 870,063 | $284.8M | 0.46% | −348,588−28.6% | Reduced |
| Tredje AP-fonden | 869,560 | $284.6M | 1.29% | −3,011−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 869,016 | $284.5M | 0.89% | −21,141−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 868,483 | $284.3M | 0.97% | −66,198−7.1% | Reduced |
| Retirement Systems of Alabama | 865,976 | $283.5M | 0.85% | −9,655−1.1% | Reduced |
| Clark Capital Management Group, Inc. | 857,246 | $280.6M | 1.53% | +11,448+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 855,351 | $280.0M | 0.53% | +64,070+8.1% | Added |
| Assetmark, Inc | 853,617 | $279.4M | 0.48% | +31,214+3.8% | Added |
| Steward Partners Investment Advisory, LLC | 853,322 | $279.3M | 1.43% | −143,639−14.4% | Reduced |
| AMF Pensionsforsakring AB | 853,194 | $279.3M | 1.65% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 818,145 | $267.8M | 0.82% | +167,668+25.8% | Added |
| Cullen Capital Management LLC | 810,780 | $265.4M | 2.61% | +2,132+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 805,701 | $263.7M | 0.26% | −192,481−19.3% | Reduced |
| Groupama Asset Managment | 787,079 | $259.2M | 3.27% | +54,067+7.4% | Added |
| CIBC Asset Management Inc | 786,840 | $257.5M | 0.56% | −61,617−7.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 781,500 | $255.8M | 1.92% | +145,100+22.8% | Added |
| Rafferty Asset Management, LLC | 780,568 | $255.5M | 0.58% | +125,070+19.1% | Added |
| Resona Asset Management Co.,Ltd. | 774,721 | $253.9M | 1.19% | −84,892−9.9% | Reduced |
| Menora Mivtachim Holdings Ltd. | 772,764 | $252.9M | 0.99% | +1,500+0.2% | Added |
| DnB Asset Management AS | 770,267 | $252.1M | 0.71% | +2,494+0.3% | Added |
| Czech National Bank | 762,691 | $249.7M | 1.36% | +28,393+3.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 754,633 | $247.0M | 2.13% | −194,101−20.5% | Reduced |
| Arizona State Retirement System | 744,264 | $243.6M | 1.22% | −1,613−0.2% | Reduced |
| Quilter Plc | 741,791 | $242.8M | 3.65% | +23,429+3.3% | Added |
| Ci Investments Inc. | 741,663 | $242.8M | 0.78% | −3,016−0.4% | Reduced |
| Federated Hermes, Inc. | 740,574 | $242.4M | 0.35% | +273,514+58.6% | Added |
| Bartlett & Co. Wealth Management LLC | 739,408 | $242.0M | 3.03% | +717+0.1% | Added |
| Sanctuary Advisors, LLC | 737,445 | $241.4M | 1.12% | +19,252+2.7% | Added |
| Ferguson Wellman Capital Management, Inc | 728,201 | $238.4M | 2.91% | −20,684−2.8% | Reduced |
| Boston Trust Walden Corp | 726,541 | $237.8M | 1.81% | −13,136−1.8% | Reduced |
| EP Wealth Advisors, LLC | 724,174 | $237.0M | 0.91% | +66,424+10.1% | Added |
| Panagora Asset Management Inc | 719,879 | $235.6M | 0.72% | +74,212+11.5% | Added |
| Nykredit A/S | 709,840 | $232.4M | 0.89% | +709,840 | New |
| Calamos Advisors LLC | 708,384 | $231.9M | 0.84% | −96,552−12.0% | Reduced |
| Pinebridge Investments LLC | 706,660 | $231.3M | 1.91% | −54,048−7.1% | Reduced |
| Nomura Asset Management International Inc. | 702,937 | $230.1M | 0.35% | +11,186+1.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 702,078 | $229.8M | 0.44% | +217,342+44.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 701,872 | $229.7M | 1.59% | −2,055−0.3% | Reduced |
| Life Cycle Investment Partners Ltd | 699,121 | $228.8M | 1.07% | +130,752+23.0% | Added |
| Whittier Trust Co | 676,814 | $228.6M | 2.24% | +5,174+0.8% | Added |
| Kestra Advisory Services, LLC | 688,749 | $225.4M | 0.73% | +116,977+20.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 687,767 | $225.1M | 1.08% | −4,480−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 687,077 | $224.9M | 0.50% | +1,752+0.3% | Added |
| State of Michigan Retirement System | 686,031 | $224.6M | 0.99% | −18,300−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 667,485 | $223.0M | 0.34% | +76,252+12.9% | Added |
| Epoch Investment Partners, Inc. | 679,231 | $222.3M | 1.26% | −121,311−15.2% | Reduced |
| First Financial Bankshares Inc | 674,682 | $220.8M | 4.13% | +1,401+0.2% | Added |
| ProShare Advisors LLC | 671,683 | $219.9M | 0.32% | +3,077+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 670,018 | $219.3M | 1.02% | −61,943−8.5% | Reduced |
| Eurizon Capital SGR S.p.A. | 666,069 | $218.4M | 0.59% | −26,555−3.8% | Reduced |
| Walleye Capital LLC | 663,632 | $217.2M | 1.03% | +656,541+9,258.8% | Added |
| Banco Santander, S.A. | 658,183 | $215.4M | 1.34% | +134,548+25.7% | Added |
| James Hambro & Partners | 655,842 | $214.6M | 7.76% | −9,027−1.4% | Reduced |
| Welch & Forbes LLC | 645,494 | $211.3M | 2.57% | −7,413−1.1% | Reduced |
| Vinva Investment Management Ltd | 633,327 | $208.6M | 1.40% | +247,387+64.1% | Added |
| Erste Asset Management GmbH | 625,637 | $205.5M | 1.60% | +266,757+74.3% | Added |
| MetLife Investment Management | 612,924 | $200.6M | 0.91% | −17,411−2.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 610,353 | $199.8M | 1.36% | −6,513−1.1% | Reduced |
| IFM Investors Pty Ltd | 602,652 | $197.3M | 1.31% | +57,822+10.6% | Added |
| Sarasin & Partners LLP | 602,262 | $197.1M | 2.31% | −306,305−33.7% | Reduced |
| Bristol John W & Co Inc | 599,431 | $196.2M | 2.90% | −4,806−0.8% | Reduced |
| Daiwa Securities Group Inc. | 599,047 | $196.1M | 0.44% | +14,081+2.4% | Added |
| Groupe la Francaise | 601,145 | $196.1M | 2.41% | +128,030+27.1% | Added |
| Toroso Investments, LLC | 595,339 | $194.9M | 0.47% | +45,936+8.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 591,831 | $193.7M | 0.94% | −36,229−5.8% | Reduced |
| Trexquant Investment LP | 588,465 | $192.6M | 1.19% | +493,360+518.8% | Added |
| Woodline Partners LP | 584,992 | $191.5M | 0.59% | +55,873+10.6% | Added |
| Brown Brothers Harriman & Co | 583,009 | $190.8M | 0.84% | +18,448+3.3% | Added |
| Loomis Sayles & Co L P | 582,767 | $190.8M | 0.24% | −57,731−9.0% | Reduced |
| Douglas Lane & Associates, LLC | 581,483 | $190.3M | 2.58% | −15,078−2.5% | Reduced |
| Capital International Inc | 580,817 | $190.1M | 1.33% | −14,840−2.5% | Reduced |
| Balyasny Asset Management LLC | 578,090 | $189.2M | 0.35% | +496,865+611.7% | Added |
| Williams Jones Wealth Management, LLC. | 573,129 | $187.6M | 2.12% | −7,759−1.3% | Reduced |
| Kames Capital plc | 572,949 | $187.5M | 2.00% | +12,052+2.1% | Added |
| Capital Advisors Inc | 565,120 | $185.0M | 2.72% | −1,858−0.3% | Reduced |
| Parnassus Investments | 562,698 | $184.2M | 0.49% | −12,032−2.1% | Reduced |
| Lido Advisors, LLC | 557,608 | $182.5M | 0.65% | +18,489+3.4% | Added |
| Gateway Investment Advisers LLC | 557,205 | $182.4M | 1.80% | −22,424−3.9% | Reduced |
| Peapack Gladstone Financial Corp | 556,645 | $182.2M | 2.09% | −5,991−1.1% | Reduced |
| Union Bancaire Privee, UBP SA | 570,073 | $180.3M | 2.78% | +5,861+1.0% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 550,820 | $180.3M | 1.50% | +3,000+0.5% | Added |
| MAI Capital Management | 549,021 | $179.7M | 0.68% | +77,810+16.5% | Added |
| Candriam Luxembourg S.C.A. | 544,268 | $178.0M | 0.80% | +67,467+14.1% | Added |
| JustInvest LLC | 542,873 | $177.7M | 1.46% | +40,408+8.0% | Added |
| Susquehanna International Group, LLP | 541,729 | $177.3M | 0.16% | −86,617−13.8% | Reduced |
| Zurich Insurance Group Ltd | 538,373 | $176.2M | 1.22% | +40,622+8.2% | Added |
| Pathstone Holdings, LLC | 534,744 | $175.4M | 0.51% | +41,192+8.3% | Added |
| Atalanta Sosnoff Capital, LLC | 525,934 | $172.2M | 3.03% | +5,168+1.0% | Added |
| Davenport & Co LLC | 520,419 | $170.5M | 0.87% | −9,156−1.7% | Reduced |
| Evercore Wealth Management, LLC | 519,610 | $170.1M | 2.41% | −12,523−2.4% | Reduced |
| QRG Capital Management, Inc. | 517,473 | $169.4M | 1.39% | +39,973+8.4% | Added |