JPMorgan Chase &JPM

13F holders, Q2 2026 (June 30)
5,151holders +54
160new positions
108sold out
20famous investors
$326.76avg. 13F price*

At the end of Q2 2026, 5,151 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 54 from Q1 2026. 160 opened new positions and 108 sold out. The largest holders were BlackRock, Inc. ($67.5B), Vanguard Capital Management LLC ($52.9B) and State Street Corp. ($41.0B). 20 famous investors held it, including Andreas Halvorsen (2.7% of Viking Global Investors's portfolio), Ken Fisher (1.7% of Fisher Asset Management's portfolio) and George Soros (0.7% of Soros Fund Management's portfolio).

Company
JPMorgan Chase & Co.
Sector
Finance
CUSIP
46625H100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions160$776.6M
Exits108$442.2M

All 13F filers, Q1 2026 → Q2 2026: 45,789,739 shares bought and 62,673,840 shares sold, net −16,884,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5,151 holders

BlackRock, Inc. 1.01% Reduce -0.9% 206,290,537 $67.5B
Vanguard Capital Management LLC 1.13% Reduce -2.2% 161,586,023 $52.9B
State Street Corp. 1.21% Add +0.8% 125,209,293 $41.0B
Bank of America Corp. 1.47% Add +6.1% 69,666,753 $22.8B
Morgan Stanley 1.16% Reduce -2.1% 67,092,426 $22.0B
Vanguard Portfolio Management LLC 0.97% Add +0.4% 65,819,503 $21.5B
Geode Capital Management, LLC 1.07% Reduce -1.4% 61,707,794 $20.1B
Norges Bank 1.18% — 36,122,327 $11.8B
Northern Trust Corp. 1.17% Reduce -1.7% 30,677,237 $10.0B
Capital Research Global Investors 1.27% Add +1.2% 27,746,323 $9.1B
T. Rowe Price Associates Inc. 0.91% Add +0.7% 27,686,080 $9.1B
FMR LLC 0.37% Reduce -16.3% 26,296,276 $8.6B
Goldman Sachs Group Inc. 0.87% Add +7.9% 25,300,855 $8.3B
Wells Fargo & Company 1.33% Add +1.5% 23,350,060 $7.6B
Royal Bank of Canada 1.26% Reduce -4.7% 22,764,634 $7.5B
Bank of New York Mellon Corp 1.16% Add +2.6% 21,642,804 $7.1B
Dimensional Fund Advisors LP 1.15% Add +2.4% 19,418,112 $6.4B
Charles Schwab Investment Management Inc. 0.84% Add +0.5% 19,187,267 $6.3B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.12% Add +0.7% 18,833,413 $6.2B
UBS Group AG 0.98% Reduce -1.6% 18,807,767 $6.2B
Legal & General Group Plc 1.22% Reduce -5.0% 17,895,549 $5.9B
Fisher Asset Management 1.70% Add +2.4% 17,427,412 $5.7B
Ameriprise Financial Inc. 1.15% Add +1.3% 17,323,113 $5.7B
Franklin Resources Inc. 1.08% Reduce -0.1% 15,005,188 $4.9B
Raymond James Financial Inc. 1.31% Add +2.1% 14,783,980 $4.8B
Capital World Investors 0.56% Reduce -6.2% 14,473,602 $4.7B
Nuveen, LLC 1.12% Reduce -4.9% 14,324,700 $4.7B
Vanguard Fiduciary Trust Co. 1.01% Reduce -1.0% 13,967,087 $4.6B
SG Americas Securities, LLC 2.49% Reduce -15.7% 13,150,448 $4.3B
Capital International Investors 0.86% Add +0.5% 12,663,449 $4.1B
Invesco Ltd. 0.32% Add +1.3% 12,502,439 $4.1B
Massachusetts Financial Services Co. 1.28% Reduce -16.3% 12,270,986 $4.0B
Barclays PLC 0.99% Reduce -22.6% 9,607,550 $3.1B
BNP Paribas Financial Markets 1.39% Add +14.6% 8,070,258 $2.6B
Canada Pension Plan Investment Board 1.45% Add +22.9% 8,020,990 $2.6B
Neuberger Berman Group LLC 1.74% Add +1.1% 7,975,997 $2.6B
Amundi 0.63% Add +14.3% 7,965,928 $2.6B
Deutsche Bank AG 0.75% Reduce -4.8% 7,909,780 $2.6B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.01% Add +2.7% 7,765,901 $2.5B
Boston Partners 2.15% Add +4.4% 7,360,355 $2.4B
Envestnet Asset Management Inc. 0.56% Add +1.1% 7,273,067 $2.4B
HSBC Holdings PLC 1.14% Add +8.7% 7,252,675 $2.4B
Baird Financial Group, Inc. 3.06% Add +1.8% 6,806,039 $2.2B
Mitsubishi UFJ Asset Management Co., Ltd. 1.21% Add +6.6% 6,645,272 $2.2B
Schroder Investment Management Group 1.53% Add +0.4% 6,567,996 $2.1B
PNC Financial Services Group, Inc. 1.06% Reduce -2.3% 6,506,150 $2.1B
Sumitomo Mitsui Trust Group, Inc. 1.10% Reduce -3.3% 5,907,580 $1.9B
Bank of Montreal 0.70% Add +4.6% 5,811,029 $1.9B
California Public Employees Retirement System 1.04% Reduce -10.4% 5,652,111 $1.9B
National Pension Service 1.17% Add +0.7% 5,549,588 $1.8B
Vanguard Global Advisers, LLC 0.82% Reduce -1.9% 5,358,320 $1.8B
Healthcare of Ontario Pension Plan Trust Fund 2.50% Reduce -23.3% 5,326,335 $1.7B
LPL Financial LLC 0.39% Reduce -2.6% 5,252,268 $1.7B
JPMorgan Chase & Co. 0.10% Add +1.4% 5,130,331 $1.7B
Citigroup Inc. 0.77% Add +34.6% 5,067,048 $1.7B
Alliancebernstein L.P. 0.54% Add +6.4% 5,522,943 $1.6B
Principal Financial Group Inc. 0.78% Reduce -2.8% 4,823,651 $1.6B
Unisphere Establishment 13.38% No change 4,800,000 $1.6B
VANGUARD ASSET MANAGEMENT, Ltd 1.04% Reduce -2.1% 4,710,984 $1.5B
Swedbank AB 1.32% Add +1.8% 4,691,775 $1.5B
Rhumbline Advisers 1.11% Reduce -2.2% 4,511,046 $1.5B
Clearbridge Investments, LLC 1.13% Reduce -3.3% 4,174,142 $1.4B
Wellington Management Group LLP 0.23% Add +7.8% 4,123,891 $1.3B
Bessemer Group Inc. 1.83% Reduce -8.6% 4,076,132 $1.3B
California State Teachers Retirement System 1.23% Reduce -1.5% 4,071,860 $1.3B
American Century Companies Inc. 0.58% Add +7.4% 4,008,406 $1.3B
Jupiter Topco LLC 0.52% — 3,892,479 $1.3B
Stifel Financial Corp. 1.05% Add +0.4% 3,865,671 $1.3B
Voya Investment Management LLC 1.26% Add +4.8% 3,857,742 $1.3B
Sanders Capital, LLC 1.26% Reduce -1.5% 3,837,596 $1.3B
CIBC Bancorp USA Inc. 1.55% Reduce -12.6% 3,826,652 $1.3B
Nordea Investment Management AB 1.00% Add +2.0% 3,708,233 $1.2B
National Bank of Canada 1.01% Reduce -4.5% 3,531,066 $1.2B
TD Asset Management Inc 1.00% Reduce -19.6% 3,520,281 $1.2B
US Bancorp \de 1.25% Reduce -0.9% 3,486,947 $1.1B
Primecap Management Co. 0.65% Reduce -0.6% 3,382,627 $1.1B
Fifth Third Bancorp 1.74% Reduce -0.9% 3,276,170 $1.1B
Fayez Sarofim & Co 2.47% Add +2.7% 3,214,618 $1.1B
Mariner, LLC 1.08% Add +2.4% 3,158,977 $1.0B
Truist Financial Corp. 1.22% Add +0.4% 3,121,918 $1.0B
APG Asset Management N.V. 2.50% Add +5.7% 3,554,331 $1.0B
Corient Private Wealth LP 1.41% Reduce -1.7% 3,103,189 $1.0B
Aviva PLC 1.49% Reduce -0.1% 3,098,055 $1.0B
DekaBank Deutsche Girozentrale 1.70% No change 3,427,167 $1.0B
Robeco Institutional Asset Management B.V. 1.20% Reduce -0.5% 2,991,167 $979.1M
New York State Common Retirement Fund 1.22% Reduce -7.1% 2,966,729 $971.1M
FIL Ltd 0.70% Add +3.8% 2,965,186 $970.6M
Two Sigma Investments, LP 0.76% Reduce -10.7% 2,957,516 $968.1M
Focus Partners Wealth 0.98% Reduce -6.2% 2,913,920 $953.8M
Viking Global Investors 2.71% Add +7.2% 2,899,386 $949.1M
Allianz Asset Management GmbH 0.88% Reduce -6.8% 2,888,627 $945.5M
Capital Wealth Planning, LLC 4.71% Add +0.3% 2,882,314 $943.5M
AQR Capital Management 0.32% Add +74.4% 2,842,230 $930.3M
Ensign Peak Advisors, Inc 1.49% Reduce -8.2% 2,773,481 $907.8M
Rathbones Group PLC 3.32% Add +1.4% 2,753,044 $901.2M
1832 Asset Management L.P. 1.10% Add +36.9% 2,745,469 $898.7M
Credit Agricole S A 2.26% Add +8.6% 2,718,848 $890.0M
HighTower Advisors, LLC 0.83% Reduce -1.4% 2,626,400 $859.7M
S&G Foundation 39.94% No change 2,617,548 $856.8M
Bank of Nova Scotia 1.31% Reduce -9.5% 2,596,890 $850.0M

"% of holder's portfolio" is JPM's weight in each manager's 13F, not the share of JPMorgan Chase & Co. the manager owns.

Show all 5,151 holders