JPMorgan Chase &JPM

13F holders, Q1 2024 (March 31)
4,116holders
17famous investors
$199.99avg. 13F price*

At the end of Q1 2024, 4,116 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings. The largest holders were Vanguard Group Inc. ($54.3B), BlackRock Inc. ($39.3B) and State Street Corp. ($25.2B). 17 famous investors held it, including Glenn Greenberg (5.4% of Brave Warrior Advisors's portfolio), Tom Russo (3.5% of Gardner Russo & Quinn's portfolio) and Ken Fisher (1.1% of Fisher Asset 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 2024

InstitutionsTotal Value
New Positions180$766.6M
Exits76$845.1M

Ownership 4,116 holders

Vanguard Group Inc. 1.08% Reduce -0.5% 271,077,070 $54.3B
BlackRock Inc. 0.92% Add +2.3% 196,122,719 $39.3B
State Street Corp. 1.13% Add +0.6% 125,849,413 $25.2B
Morgan Stanley 1.07% Add +2.9% 66,729,367 $13.4B
Geode Capital Management, LLC 1.05% Add +2.9% 56,909,782 $11.4B
FMR LLC 0.75% Add +5.3% 55,364,821 $11.1B
Bank of America Corp. 1.01% Reduce -0.1% 51,021,749 $10.2B
Capital International Investors 1.72% Add +1.9% 42,294,992 $8.5B
Wellington Management Group LLP 1.39% Reduce -1.6% 38,975,497 $7.8B
Norges Bank 1.16% Add +3.9% 36,740,801 $7.4B
Capital World Investors 1.14% Add +0.4% 34,422,011 $6.9B
T. Rowe Price Associates Inc. 0.77% Reduce -1.9% 31,484,069 $6.3B
Northern Trust Corp. 1.07% Reduce -3.7% 30,776,053 $6.2B
Massachusetts Financial Services Co. 1.73% Reduce -2.3% 28,831,194 $5.8B
Bank of New York Mellon Corp 1.07% Reduce -3.2% 27,894,605 $5.6B
Royal Bank of Canada 1.27% Add +12.1% 26,004,760 $5.2B
Wells Fargo & Company 1.32% Reduce -0.1% 24,938,604 $5.0B
Ameriprise Financial Inc. 1.31% Reduce -0.4% 23,613,272 $4.7B
Dimensional Fund Advisors LP 1.17% Add +1.5% 21,656,369 $4.3B
Charles Schwab Investment Management Inc. 0.92% Add +0.3% 20,226,537 $4.0B
Legal & General Group Plc 1.08% Reduce -0.5% 18,788,133 $3.8B
UBS Group AG 1.16% Add +9.4% 17,595,944 $3.5B
Capital Research Global Investors 0.78% Add +23.3% 17,200,124 $3.4B
Nuveen Asset Management, LLC 1.02% Add +3.5% 17,132,623 $3.4B
Goldman Sachs Group Inc. 0.69% Reduce -9.6% 16,373,349 $3.3B
Franklin Resources Inc. 0.94% Add +16.0% 14,649,979 $2.9B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3.19% Add +7.6% 13,843,894 $2.8B
Invesco Ltd. 0.57% Reduce -9.5% 13,232,612 $2.7B
Deutsche Bank AG 1.21% Add +1.0% 12,942,751 $2.6B
Fisher Asset Management 1.15% Add +3.5% 12,253,382 $2.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.83% Reduce -1.7% 11,619,791 $2.3B
Barclays PLC 1.00% Add +27.7% 11,023,915 $2.2B
Neuberger Berman Group LLC 1.69% Reduce -1.5% 10,220,725 $2.0B
Raymond James & Associates 1.27% Add +2.2% 9,320,640 $1.9B
Boston Partners 2.16% Reduce -0.4% 9,057,827 $1.8B
Bank of Montreal 0.55% Add +15.6% 8,787,415 $1.8B
Sanders Capital, LLC 2.70% Add +0.7% 8,065,462 $1.6B
HSBC Holdings PLC 1.11% Add +16.2% 7,786,027 $1.6B
Clearbridge Investments, LLC 1.20% Reduce -2.1% 7,557,077 $1.5B
Sumitomo Mitsui Trust Group, Inc. 1.00% Reduce -3.4% 7,251,851 $1.5B
Arrowstreet Capital, Limited Partnership 1.33% Reduce -16.4% 7,193,854 $1.4B
Envestnet Asset Management Inc. 0.53% Add +10.4% 7,129,128 $1.4B
PNC Financial Services Group, Inc. 0.99% Reduce -1.1% 7,076,207 $1.4B
Janus Henderson Group PLC 0.77% Reduce -10.6% 7,026,491 $1.4B
Alliancebernstein L.P. 0.46% Reduce -9.1% 6,540,332 $1.3B
California Public Employees Retirement System 0.90% Reduce -1.6% 6,354,293 $1.3B
Bessemer Group Inc. 2.16% Reduce -3.9% 5,963,807 $1.2B
Principal Financial Group Inc. 0.69% Reduce -3.5% 5,888,868 $1.2B
Baird Financial Group, Inc. 2.40% Add +1.7% 5,703,231 $1.1B
Unisphere Establishment 11.48% Add +1.3% 5,675,000 $1.1B
Rhumbline Advisers 1.06% Reduce -1.4% 5,506,135 $1.1B
Schroder Investment Management Group 1.24% Add +2.8% 5,247,147 $1.1B
Primecap Management Co. 0.77% Add +13.8% 5,150,246 $1.0B
TD Asset Management Inc 0.89% Add +6.2% 4,752,835 $952.0M
California State Teachers Retirement System 1.18% Add +0.1% 4,676,602 $936.7M
Greenhaven Associates Inc. 8.53% Reduce -2.1% 4,626,384 $926.7M
Amundi 0.39% Add +6.4% 4,988,045 $904.1M
National Pension Service 1.08% Add +0.9% 4,505,219 $902.4M
Credit Suisse AG/ 0.83% Reduce -10.2% 4,311,733 $862.3M
Stifel Financial Corp. 0.98% Reduce -0.7% 4,304,336 $862.2M
Raymond James Financial Services Advisors, Inc. 1.27% Reduce -0.5% 4,273,175 $855.9M
American Century Companies Inc. 0.54% Add +0.4% 4,261,849 $853.6M
New York State Common Retirement Fund 1.08% Reduce -5.5% 4,095,087 $820.2M
Swedbank AB 1.13% Add +7.6% 3,994,659 $800.1M
US Bancorp \de 1.11% Reduce -1.4% 3,963,777 $793.9M
JPMorgan Chase & Co. 0.07% Reduce -6.1% 3,956,600 $792.5M
Ensign Peak Advisors, Inc 1.41% Reduce -5.7% 3,852,639 $771.7M
APG Asset Management N.V. 1.31% Add +6.0% 4,031,875 $747.8M
Corient Private Wealth LP 1.31% Add +3.6% 3,660,025 $733.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.99% Add +19.9% 3,573,424 $715.8M
1832 Asset Management L.P. 1.29% Add +5.5% 3,523,898 $705.8M
Allianz Asset Management GmbH 1.18% Add +17.6% 3,471,466 $695.3M
DekaBank Deutsche Girozentrale 1.28% Add +1.0% 3,429,115 $686.7M
Prudential Financial Inc. 0.94% Add +4.0% 3,337,612 $668.5M
Citadel Advisors 0.66% Reduce -27.2% 3,310,899 $663.2M
Fayez Sarofim & Co 1.97% Reduce -7.9% 3,296,580 $660.3M
Davis Selected Advisers 3.62% Reduce -19.2% 3,227,669 $646.5M
BNP Paribas Financial Markets 0.81% Add +25.7% 3,223,548 $645.7M
LPL Financial LLC 0.35% Add +2.4% 3,217,882 $644.5M
CIBC Private Wealth Group LLC 1.23% Reduce -2.0% 3,152,147 $627.1M
Canada Pension Plan Investment Board 0.65% Add +6.6% 3,106,563 $622.2M
FIL Ltd 0.62% Reduce -8.9% 3,095,531 $620.0M
Victory Capital Management Inc. 0.60% Add +0.4% 3,015,256 $604.0M
National Bank of Canada 1.04% Reduce -27.1% 3,019,147 $599.9M
Citigroup Inc. 0.64% Add +0.9% 2,954,434 $591.8M
Robeco Institutional Asset Management B.V. 1.27% Add +18.7% 2,923,969 $585.7M
Mackenzie Financial Corp. 0.84% Reduce -0.5% 2,906,781 $582.2M
Truist Financial Corp. 0.87% Reduce -2.0% 2,866,651 $574.2M
Adage Capital Partners Gp, L.L.C. 1.07% Add +1.0% 2,837,766 $568.4M
New York State Teachers Retirement System 1.19% Reduce -3.0% 2,836,790 $568.2M
Manufacturers Life Insurance Company, The 0.53% Reduce -12.3% 2,823,194 $565.5M
HighTower Advisors, LLC 0.90% Reduce -11.4% 2,760,870 $552.5M
Korea Investment CORP 1.36% Reduce -3.0% 2,667,001 $534.2M
Storebrand Asset Management As 1.80% Add +1.0% 2,632,366 $527.3M
Nordea Investment Management AB 0.62% Reduce -2.7% 2,618,180 $522.6M
Bank Julius Baer & Co. Ltd, Zurich 1.96% Add +15.3% 2,562,875 $510.6M
Voya Investment Management LLC 0.57% Reduce -19.7% 2,547,666 $510.3M
Rathbones Group PLC 2.84% Add +1.0% 2,459,498 $492.6M
CANADA LIFE ASSURANCE Co 0.96% Add +2.0% 2,379,891 $477.2M
Royal London Asset Management Ltd. 1.17% Add +5.5% 2,348,511 $470.4M

"% 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 4,116 holders