JPMorgan Chase &JPM
13F holders, Q2 2024 (June 30)4,176holders +60
129new positions
85sold out
16famous investors
$202.18avg. 13F price*
At the end of Q2 2024, 4,176 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 60 from Q1 2024. 129 opened new positions and 85 sold out. The largest holders were Vanguard Group Inc. ($54.9B), BlackRock Inc. ($40.2B) and State Street Corp. ($25.5B). 16 famous investors held it, including Tom Russo (3.2% of Gardner Russo & Quinn's portfolio), Andreas Halvorsen (2.3% of Viking Global Investors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 129 | $1.1B |
| Exits | 85 | $968.1M |
All 13F filers, Q1 2024 → Q2 2024: 54,787,600 shares bought and 64,009,171 shares sold, net −9,221,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4,176 holders
| Vanguard Group Inc. | 1.05% | Add +0.1% | 271,363,437 | $54.9B |
| BlackRock Inc. | 0.91% | Add +1.3% | 198,690,032 | $40.2B |
| State Street Corp. | 1.11% | Add +0.0% | 125,887,597 | $25.5B |
| Morgan Stanley | 1.07% | Add +2.2% | 68,208,898 | $13.8B |
| Geode Capital Management, LLC | 1.02% | Add +1.6% | 57,838,356 | $11.7B |
| FMR LLC | 0.69% | Reduce -4.1% | 53,105,266 | $10.7B |
| Bank of America Corp. | 1.00% | Add +0.8% | 51,423,097 | $10.4B |
| Norges Bank | 1.12% | Add +0.9% | 37,055,325 | $7.5B |
| Capital World Investors | 1.21% | Add +6.7% | 36,724,075 | $7.4B |
| Wellington Management Group LLP | 1.30% | Reduce -7.9% | 35,899,862 | $7.3B |
| Capital International Investors | 1.49% | Reduce -15.6% | 35,681,380 | $7.2B |
| T. Rowe Price Associates Inc. | 0.75% | Reduce -1.7% | 30,959,868 | $6.3B |
| Northern Trust Corp. | 1.04% | Reduce -0.5% | 30,618,210 | $6.2B |
| Massachusetts Financial Services Co. | 1.74% | Reduce -3.0% | 27,956,333 | $5.7B |
| Bank of New York Mellon Corp | 1.05% | Reduce -2.1% | 27,304,295 | $5.5B |
| Wells Fargo & Company | 1.29% | Reduce -0.9% | 24,718,172 | $5.0B |
| Royal Bank of Canada | 1.20% | Reduce -5.5% | 24,567,361 | $5.0B |
| Ameriprise Financial Inc. | 1.29% | Reduce -0.7% | 23,447,394 | $4.7B |
| Dimensional Fund Advisors LP | 1.20% | Add +4.8% | 22,696,963 | $4.6B |
| Charles Schwab Investment Management Inc. | 0.78% | Reduce -0.1% | 20,214,263 | $4.1B |
| Capital Research Global Investors | 0.89% | Add +16.1% | 19,960,723 | $4.0B |
| UBS Group AG | 1.17% | Add +7.0% | 18,831,629 | $3.8B |
| Legal & General Group Plc | 1.06% | Reduce -0.8% | 18,628,099 | $3.8B |
| Goldman Sachs Group Inc. | 0.72% | Add +11.7% | 18,289,931 | $3.7B |
| Nuveen Asset Management, LLC | 1.02% | Add +0.1% | 17,156,765 | $3.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.86% | Add +27.2% | 14,782,327 | $3.0B |
| Franklin Resources Inc. | 0.88% | Reduce -4.0% | 14,056,904 | $2.8B |
| Invesco Ltd. | 0.57% | Add +0.1% | 13,250,617 | $2.7B |
| Deutsche Bank AG | 1.18% | Reduce -0.0% | 12,941,635 | $2.6B |
| Fisher Asset Management | 1.12% | Add +4.0% | 12,740,431 | $2.6B |
| Barclays PLC | 0.96% | Reduce -6.3% | 10,331,868 | $2.1B |
| Neuberger Berman Group LLC | 1.65% | Reduce -2.8% | 9,931,256 | $2.0B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2.08% | Reduce -33.1% | 9,263,716 | $1.9B |
| Raymond James & Associates | 1.22% | Reduce -1.7% | 9,162,328 | $1.9B |
| Boston Partners | 2.27% | Reduce -0.5% | 9,013,108 | $1.8B |
| HSBC Holdings PLC | 1.10% | Add +8.4% | 8,439,992 | $1.7B |
| Sanders Capital, LLC | 2.52% | Add +1.0% | 8,145,072 | $1.6B |
| Bank of Montreal | 0.48% | Reduce -11.6% | 7,764,577 | $1.6B |
| Arrowstreet Capital, Limited Partnership | 1.38% | Add +7.8% | 7,751,602 | $1.6B |
| Clearbridge Investments, LLC | 1.23% | Reduce -1.3% | 7,458,056 | $1.5B |
| Envestnet Asset Management Inc. | 0.51% | Add +2.2% | 7,286,705 | $1.5B |
| PNC Financial Services Group, Inc. | 0.94% | Reduce -1.7% | 6,953,365 | $1.4B |
| Janus Henderson Group PLC | 0.74% | Reduce -2.2% | 6,871,206 | $1.4B |
| Sumitomo Mitsui Trust Group, Inc. | 1.01% | Reduce -6.8% | 6,756,283 | $1.4B |
| California Public Employees Retirement System | 0.95% | Add +0.4% | 6,381,350 | $1.3B |
| Alliancebernstein L.P. | 0.44% | Reduce -5.5% | 6,178,724 | $1.2B |
| Amundi | 0.47% | Add +16.9% | 5,832,728 | $1.2B |
| Bessemer Group Inc. | 2.10% | Reduce -1.1% | 5,895,252 | $1.2B |
| Baird Financial Group, Inc. | 2.45% | Add +2.4% | 5,840,769 | $1.2B |
| Schroder Investment Management Group | 1.28% | Add +8.8% | 5,708,641 | $1.2B |
| Principal Financial Group Inc. | 0.68% | Reduce -4.2% | 5,641,641 | $1.1B |
| Primecap Management Co. | 0.82% | Add +8.4% | 5,582,865 | $1.1B |
| Rhumbline Advisers | 1.03% | Reduce -1.6% | 5,417,473 | $1.1B |
| Unisphere Establishment | 10.97% | Reduce -5.1% | 5,386,000 | $1.1B |
| TD Asset Management Inc | 0.89% | Reduce -1.1% | 4,702,832 | $951.2M |
| California State Teachers Retirement System | 1.15% | Reduce -0.7% | 4,641,943 | $938.9M |
| National Pension Service | 1.06% | Add +1.3% | 4,561,846 | $922.7M |
| Raymond James Financial Services Advisors, Inc. | 1.24% | Add +0.8% | 4,306,100 | $871.0M |
| American Century Companies Inc. | 0.53% | Add +0.6% | 4,287,481 | $867.2M |
| Swedbank AB | 1.15% | Add +6.2% | 4,243,732 | $858.3M |
| Stifel Financial Corp. | 0.96% | Reduce -1.8% | 4,224,978 | $854.6M |
| JPMorgan Chase & Co. | 0.07% | Add +4.4% | 4,131,045 | $835.5M |
| New York State Common Retirement Fund | 1.07% | Reduce -1.8% | 4,020,574 | $813.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.98% | Add +11.2% | 3,972,586 | $803.5M |
| US Bancorp \de | 1.08% | Reduce -0.8% | 3,931,097 | $795.1M |
| APG Asset Management N.V. | 1.38% | Add +1.6% | 4,097,648 | $773.3M |
| Ensign Peak Advisors, Inc | 1.38% | Reduce -3.4% | 3,721,535 | $752.7M |
| Corient Private Wealth LP | 1.27% | Reduce -1.6% | 3,602,990 | $728.8M |
| Citigroup Inc. | 0.69% | Add +19.7% | 3,537,143 | $715.4M |
| National Bank of Canada | 1.10% | Add +14.4% | 3,454,154 | $709.5M |
| LPL Financial LLC | 0.35% | Add +8.1% | 3,479,561 | $703.8M |
| DekaBank Deutsche Girozentrale | 1.27% | Add +2.0% | 3,498,041 | $703.3M |
| Prudential Financial Inc. | 1.03% | Add +1.7% | 3,395,227 | $686.7M |
| Canada Pension Plan Investment Board | 0.67% | Add +7.8% | 3,350,105 | $677.6M |
| Allianz Asset Management GmbH | 1.07% | Reduce -5.4% | 3,282,646 | $663.9M |
| Fayez Sarofim & Co | 1.73% | Reduce -3.8% | 3,171,408 | $641.4M |
| CIBC Private Wealth Group LLC | 1.20% | Reduce -1.1% | 3,116,315 | $639.4M |
| Robeco Institutional Asset Management B.V. | 1.34% | Add +5.3% | 3,077,386 | $622.4M |
| BNP Paribas Financial Markets | 0.68% | Reduce -4.7% | 3,071,717 | $621.3M |
| Viking Global Investors | 2.34% | New | 3,009,822 | $608.8M |
| FIL Ltd | 0.58% | Reduce -6.7% | 2,887,069 | $583.9M |
| Truist Financial Corp. | 0.89% | Add +0.4% | 2,877,893 | $582.1M |
| Mackenzie Financial Corp. | 0.86% | Reduce -1.3% | 2,870,049 | $580.5M |
| Victory Capital Management Inc. | 0.58% | Reduce -6.3% | 2,825,003 | $571.4M |
| State Board of Administration of Florida Retirement System | 1.12% | Reduce -10.6% | 2,810,875 | $568.5M |
| Manufacturers Life Insurance Company, The | 0.53% | Reduce -1.9% | 2,770,526 | $560.4M |
| Adage Capital Partners Gp, L.L.C. | 1.03% | Reduce -2.9% | 2,755,866 | $557.4M |
| 1832 Asset Management L.P. | 1.00% | Reduce -22.3% | 2,737,042 | $553.6M |
| New York State Teachers Retirement System | 1.15% | Reduce -4.7% | 2,704,923 | $547.1M |
| HighTower Advisors, LLC | 0.84% | Reduce -2.8% | 2,684,379 | $542.3M |
| Nordea Investment Management AB | 0.63% | Add +1.6% | 2,659,479 | $537.0M |
| Rathbones Group PLC | 2.89% | Add +6.7% | 2,624,880 | $530.9M |
| Storebrand Asset Management As | 1.75% | Reduce -0.9% | 2,609,634 | $527.8M |
| Korea Investment CORP | 1.31% | Reduce -3.9% | 2,561,797 | $518.1M |
| Capital Wealth Planning, LLC | 5.21% | Add +26.7% | 2,458,125 | $497.2M |
| CANADA LIFE ASSURANCE Co | 0.93% | Add +3.0% | 2,451,229 | $496.4M |
| Mariner, LLC | 0.96% | Add +6.2% | 2,435,601 | $492.6M |
| Lord, Abbett & Co. LLC | 1.62% | Add +32.1% | 2,424,027 | $490.3M |
| Blair William & Co. | 1.50% | Add +8.4% | 2,405,699 | $486.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 1.80% | Reduce -16.5% | 2,140,505 | $471.9M |
"% of holder's portfolio" is JPM's weight in each manager's 13F, not the share of JPMorgan Chase & Co. the manager owns.