JPMorgan Chase &JPM
13F holders, Q2 2026 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 160 | $776.6M |
| Exits | 108 | $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.