JPMorgan Chase &JPM
13F holders, Q3 2024 (September 30)4,211holders +35
119new positions
98sold out
17famous investors
$210.82avg. 13F price*
At the end of Q3 2024, 4,211 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 35 from Q2 2024. 119 opened new positions and 98 sold out. The largest holders were Vanguard Group Inc. ($57.4B), BlackRock, Inc. ($42.7B) and State Street Corp. ($26.6B). 17 famous investors held it, including Tom Russo (3.1% of Gardner Russo & Quinn's portfolio), Andreas Halvorsen (2.8% of Viking Global Investors's portfolio) and Ken Fisher (1.5% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $658.9M |
| Exits | 98 | $994.8M |
All 13F filers, Q2 2024 → Q3 2024: 41,558,918 shares bought and 70,596,160 shares sold, net −29,037,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4,211 holders
| Vanguard Group Inc. | 1.03% | Add +0.3% | 272,150,400 | $57.4B |
| BlackRock, Inc. | 0.90% | — | 202,423,747 | $42.7B |
| State Street Corp. | 1.08% | Add +0.1% | 126,079,362 | $26.6B |
| Morgan Stanley | 1.06% | Add +1.5% | 69,216,888 | $14.6B |
| Geode Capital Management, LLC | 0.99% | Add +0.9% | 58,344,186 | $12.3B |
| Bank of America Corp. | 0.92% | Reduce -2.7% | 50,049,940 | $10.6B |
| FMR LLC | 0.62% | Reduce -9.0% | 48,329,287 | $10.2B |
| Norges Bank | 1.06% | Reduce -3.3% | 35,827,855 | $7.6B |
| Capital World Investors | 1.12% | Reduce -6.4% | 34,364,675 | $7.2B |
| Capital International Investors | 1.37% | Reduce -5.3% | 33,771,923 | $7.1B |
| T. Rowe Price Associates Inc. | 0.73% | Reduce -2.8% | 30,101,769 | $6.3B |
| Wellington Management Group LLP | 1.10% | Reduce -17.0% | 29,799,521 | $6.3B |
| Northern Trust Corp. | 1.01% | Reduce -4.2% | 29,330,529 | $6.2B |
| Bank of New York Mellon Corp | 0.99% | Reduce -7.8% | 25,159,942 | $5.3B |
| Massachusetts Financial Services Co. | 1.57% | Reduce -10.8% | 24,940,912 | $5.3B |
| Wells Fargo & Company | 1.26% | Reduce -0.9% | 24,483,043 | $5.2B |
| Royal Bank of Canada | 1.13% | Reduce -1.8% | 24,134,687 | $5.1B |
| Ameriprise Financial Inc. | 1.25% | Reduce -1.8% | 23,034,175 | $4.9B |
| Dimensional Fund Advisors LP | 1.12% | Reduce -3.7% | 21,852,881 | $4.6B |
| Capital Research Global Investors | 0.92% | Add +4.8% | 20,926,984 | $4.4B |
| Charles Schwab Investment Management Inc. | 0.81% | Reduce -0.9% | 20,031,941 | $4.2B |
| UBS Group AG | 1.13% | Add +1.5% | 19,108,878 | $4.0B |
| Goldman Sachs Group Inc. | 0.76% | Add +3.4% | 18,908,257 | $4.0B |
| Legal & General Group Plc | 1.02% | Reduce -1.3% | 18,387,232 | $3.9B |
| Fisher Asset Management | 1.45% | Add +31.7% | 16,784,272 | $3.5B |
| Nuveen Asset Management, LLC | 0.97% | Reduce -4.9% | 16,309,365 | $3.4B |
| Franklin Resources Inc. | 0.95% | Add +7.2% | 15,073,193 | $3.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.82% | Add +2.0% | 15,084,919 | $3.2B |
| Invesco Ltd. | 0.55% | Add +1.5% | 13,444,967 | $2.8B |
| Deutsche Bank AG | 1.08% | Reduce -3.0% | 12,555,619 | $2.6B |
| Neuberger Berman Group LLC | 1.59% | Reduce -2.8% | 9,654,858 | $2.0B |
| Raymond James & Associates | 1.18% | Add +0.5% | 9,209,202 | $1.9B |
| Barclays PLC | 0.85% | Reduce -11.9% | 9,096,701 | $1.9B |
| Boston Partners | 2.16% | Reduce -3.9% | 8,659,369 | $1.8B |
| Bank of Montreal | 0.82% | Add +7.3% | 8,328,588 | $1.8B |
| Sanders Capital, LLC | 2.50% | Add +0.6% | 8,194,767 | $1.7B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1.79% | Reduce -12.2% | 8,132,911 | $1.7B |
| HSBC Holdings PLC | 1.07% | Reduce -4.0% | 8,105,115 | $1.7B |
| Clearbridge Investments, LLC | 1.21% | Reduce -2.6% | 7,264,820 | $1.5B |
| Sumitomo Mitsui Trust Group, Inc. | 1.03% | Add +3.9% | 7,017,646 | $1.5B |
| Envestnet Asset Management Inc. | 0.48% | Reduce -3.7% | 7,016,298 | $1.5B |
| PNC Financial Services Group, Inc. | 0.93% | Reduce -0.9% | 6,893,184 | $1.5B |
| Arrowstreet Capital, Limited Partnership | 1.17% | Reduce -15.8% | 6,531,055 | $1.4B |
| California Public Employees Retirement System | 0.95% | Add +1.4% | 6,470,897 | $1.4B |
| Amundi | 0.49% | Add +7.7% | 6,282,239 | $1.3B |
| Alliancebernstein L.P. | 0.42% | Reduce -3.2% | 5,981,361 | $1.3B |
| Bessemer Group Inc. | 2.05% | Add +0.2% | 5,906,710 | $1.2B |
| Baird Financial Group, Inc. | 2.40% | Add +0.4% | 5,864,943 | $1.2B |
| Principal Financial Group Inc. | 0.67% | Add +3.2% | 5,824,289 | $1.2B |
| Schroder Investment Management Group | 1.24% | Add +0.7% | 5,748,395 | $1.2B |
| Primecap Management Co. | 0.88% | Add +1.1% | 5,647,265 | $1.2B |
| Unisphere Establishment | 10.69% | Reduce -0.7% | 5,350,000 | $1.1B |
| Rhumbline Advisers | 1.01% | Reduce -2.1% | 5,302,664 | $1.1B |
| National Pension Service | 1.07% | Add +15.3% | 5,259,001 | $1.1B |
| Janus Henderson Group PLC | 0.52% | Reduce -29.6% | 4,840,104 | $1.0B |
| TD Asset Management Inc | 0.89% | Add +2.4% | 4,816,622 | $1.0B |
| California State Teachers Retirement System | 1.14% | Reduce -0.5% | 4,619,636 | $974.1M |
| JPMorgan Chase & Co. | 0.08% | Add +7.7% | 4,450,775 | $938.5M |
| BNP Paribas Financial Markets | 0.91% | Add +43.8% | 4,418,413 | $931.7M |
| Citigroup Inc. | 0.87% | Add +24.8% | 4,414,579 | $930.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 2.26% | Add +137.8% | 4,376,176 | $922.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.97% | Add +8.1% | 4,292,472 | $905.1M |
| Swedbank AB | 1.12% | Reduce -1.4% | 4,185,322 | $882.5M |
| American Century Companies Inc. | 0.51% | Reduce -2.6% | 4,175,176 | $880.4M |
| Raymond James Financial Services Advisors, Inc. | 1.16% | Reduce -4.2% | 4,126,602 | $870.1M |
| Stifel Financial Corp. | 0.91% | Reduce -2.5% | 4,120,257 | $868.8M |
| Canada Pension Plan Investment Board | 0.82% | Add +23.0% | 4,119,493 | $868.6M |
| US Bancorp \de | 1.05% | Reduce -0.9% | 3,894,508 | $821.2M |
| New York State Common Retirement Fund | 1.07% | Reduce -7.2% | 3,731,860 | $786.9M |
| LPL Financial LLC | 0.35% | Add +6.7% | 3,711,324 | $782.6M |
| National Bank of Canada | 1.04% | Add +7.3% | 3,705,584 | $781.3M |
| Viking Global Investors | 2.84% | Add +22.8% | 3,696,535 | $779.5M |
| Corient Private Wealth LP | 1.23% | Add +2.6% | 3,695,331 | $779.2M |
| Ensign Peak Advisors, Inc | 1.37% | Reduce -0.8% | 3,690,127 | $778.1M |
| Voya Investment Management LLC | 0.92% | Add +65.6% | 3,599,526 | $759.0M |
| Robeco Institutional Asset Management B.V. | 1.45% | Add +12.2% | 3,453,443 | $728.2M |
| DekaBank Deutsche Girozentrale | 1.33% | Reduce -2.0% | 3,427,167 | $716.1M |
| CIBC Private Wealth Group LLC | 1.25% | Add +6.3% | 3,312,554 | $698.5M |
| Fayez Sarofim & Co | 1.76% | Add +3.4% | 3,280,209 | $691.7M |
| Allianz Asset Management GmbH | 1.06% | Reduce -1.0% | 3,248,791 | $685.0M |
| Prudential Financial Inc. | 0.94% | Reduce -6.4% | 3,179,193 | $670.4M |
| Truist Financial Corp. | 0.95% | Reduce -0.7% | 2,857,873 | $602.6M |
| FIL Ltd | 0.54% | Reduce -1.8% | 2,835,673 | $597.9M |
| Mackenzie Financial Corp. | 0.83% | Reduce -1.4% | 2,829,143 | $596.6M |
| State Board of Administration of Florida Retirement System | 1.11% | Reduce -2.2% | 2,748,955 | $579.6M |
| HighTower Advisors, LLC | 0.85% | Add +1.9% | 2,734,317 | $576.3M |
| Adage Capital Partners Gp, L.L.C. | 1.02% | Reduce -0.9% | 2,730,866 | $575.8M |
| Victory Capital Management Inc. | 0.56% | Reduce -3.6% | 2,724,210 | $574.4M |
| Rathbones Group PLC | 2.88% | Add +3.1% | 2,706,772 | $570.7M |
| Manufacturers Life Insurance Company, The | 0.50% | Reduce -2.5% | 2,702,703 | $569.9M |
| Caisse de depot et placement du Quebec | 1.13% | Add +93.6% | 2,692,159 | $567.7M |
| Nordea Investment Management AB | 0.64% | Add +0.6% | 2,674,799 | $560.4M |
| New York State Teachers Retirement System | 1.12% | Reduce -4.7% | 2,577,719 | $543.5M |
| CANADA LIFE ASSURANCE Co | 0.95% | Add +4.9% | 2,571,021 | $542.6M |
| Mariner, LLC | 0.94% | Add +3.4% | 2,518,890 | $531.1M |
| Capital Wealth Planning, LLC | 4.92% | Add +1.7% | 2,500,288 | $527.2M |
| Blair William & Co. | 1.49% | Add +0.2% | 2,409,476 | $508.1M |
| Storebrand Asset Management As | 1.60% | Reduce -7.9% | 2,404,097 | $506.9M |
| 1832 Asset Management L.P. | 0.82% | Reduce -15.1% | 2,324,980 | $490.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 1.61% | Reduce -6.9% | 1,992,164 | $477.7M |
"% of holder's portfolio" is JPM's weight in each manager's 13F, not the share of JPMorgan Chase & Co. the manager owns.