JPMorgan Chase &JPM

13F holders, Q2 2025 (June 30)
4,749holders +75
175new positions
100sold out
16famous investors
$289.48avg. 13F price*

At the end of Q2 2025, 4,749 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 75 from Q1 2025. 175 opened new positions and 100 sold out. The largest holders were Vanguard Group Inc. ($78.8B), BlackRock, Inc. ($59.7B) and State Street Corp. ($36.3B). 16 famous investors held it, including Andreas Halvorsen (3.4% of Viking Global Investors's portfolio), Ken Fisher (1.8% of Fisher Asset Management's portfolio) and Tom Russo (1.8% of Gardner Russo & Quinn'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions175$1.5B
Exits100$873.1M

All 13F filers, Q1 2025 → Q2 2025: 51,809,819 shares bought and 60,006,481 shares sold, net −8,196,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,749 holders

Vanguard Group Inc. 1.28% Reduce -0.3% 271,954,190 $78.8B
BlackRock, Inc. 1.14% Reduce -1.1% 205,887,833 $59.7B
State Street Corp. 1.36% Reduce -1.8% 125,287,735 $36.3B
Morgan Stanley 1.27% Reduce -3.4% 66,985,321 $19.4B
Geode Capital Management, LLC 1.24% Add +0.5% 61,129,271 $17.6B
Bank of America Corp. 1.26% Add +13.2% 53,873,014 $15.6B
FMR LLC 0.69% Reduce -10.6% 42,043,115 $12.2B
Norges Bank 1.29% Add +1.7% 35,511,741 $10.3B
Northern Trust Corp. 1.30% Reduce -1.7% 32,541,931 $9.4B
T. Rowe Price Associates Inc. 0.95% Reduce -0.6% 28,727,851 $8.3B
Capital International Investors 1.41% Reduce -2.2% 28,137,573 $8.2B
Capital World Investors 1.03% Reduce -3.7% 24,257,328 $7.0B
Wells Fargo & Company 1.51% Reduce -1.4% 23,648,318 $6.9B
Capital Research Global Investors 1.37% Add +9.9% 23,505,294 $6.8B
Bank of New York Mellon Corp 1.28% Reduce -5.6% 23,420,985 $6.8B
Royal Bank of Canada 1.29% Reduce -2.5% 22,766,452 $6.6B
Ameriprise Financial Inc. 1.57% Reduce -2.3% 21,907,008 $6.4B
Goldman Sachs Group Inc. 0.99% Add +6.3% 21,140,249 $6.1B
Wellington Management Group LLP 1.08% Reduce -14.0% 20,522,665 $5.9B
UBS Group AG 1.24% Reduce -7.0% 20,436,627 $5.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.17% Add +7.8% 19,884,778 $5.8B
Charles Schwab Investment Management Inc. 0.99% Reduce -0.3% 19,788,561 $5.7B
Dimensional Fund Advisors LP 1.29% Reduce -4.1% 19,280,322 $5.6B
Legal & General Group Plc 1.32% Reduce -3.4% 18,301,953 $5.3B
Massachusetts Financial Services Co. 1.60% Reduce -4.6% 17,366,071 $5.0B
Nuveen, LLC 1.25% Reduce -4.0% 15,551,003 $4.5B
Fisher Asset Management 1.77% Reduce -16.3% 15,375,410 $4.5B
Raymond James Financial Inc. 1.45% Reduce -0.6% 14,529,255 $4.2B
Barclays PLC 1.70% Add +20.4% 14,521,710 $4.2B
Invesco Ltd. 0.71% Add +4.2% 14,332,418 $4.2B
Franklin Resources Inc. 1.01% Reduce -1.8% 13,015,760 $3.8B
Deutsche Bank AG 1.06% Reduce -9.0% 9,955,099 $2.9B
Neuberger Berman Group LLC 2.02% Add +2.3% 9,047,799 $2.6B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.28% Add +1.0% 7,524,197 $2.2B
Boston Partners 2.36% Reduce -0.4% 7,324,579 $2.1B
Envestnet Asset Management Inc. 0.62% Add +2.9% 7,280,489 $2.1B
HSBC Holdings PLC 1.31% Reduce -7.0% 6,969,705 $2.0B
Sumitomo Mitsui Trust Group, Inc. 1.22% Add +0.8% 6,777,996 $2.0B
PNC Financial Services Group, Inc. 1.26% Reduce -0.5% 6,755,668 $2.0B
Schroder Investment Management Group 1.59% Add +9.9% 6,489,116 $1.9B
Baird Financial Group, Inc. 3.18% Add +2.5% 6,257,540 $1.8B
Bank of Montreal 0.84% Reduce -6.1% 5,725,987 $1.7B
Alliancebernstein L.P. 0.53% Add +2.5% 5,630,274 $1.6B
Citigroup Inc. 1.13% Add +5.1% 5,600,114 $1.6B
California Public Employees Retirement System 1.02% Reduce -6.8% 5,532,836 $1.6B
Amundi 0.55% Reduce -6.0% 5,420,044 $1.6B
Mitsubishi UFJ Asset Management Co., Ltd. 1.26% Add +6.6% 5,434,942 $1.6B
Bessemer Group Inc. 2.55% Reduce -0.4% 5,421,472 $1.6B
BNP Paribas Financial Markets 1.23% Add +6.9% 5,336,164 $1.5B
Principal Financial Group Inc. 0.82% Reduce -1.7% 5,325,094 $1.5B
Clearbridge Investments, LLC 1.25% Reduce -15.3% 5,305,311 $1.5B
National Pension Service 1.32% Add +1.4% 5,271,990 $1.5B
TD Asset Management Inc 1.27% Add +0.9% 5,113,248 $1.5B
Primecap Management Co. 1.16% Reduce -0.1% 5,045,127 $1.5B
Rhumbline Advisers 1.23% Reduce -3.0% 4,960,424 $1.4B
Unisphere Establishment 11.27% No change 4,826,000 $1.4B
JPMorgan Chase & Co. 0.10% Add +5.1% 4,803,189 $1.4B
LPL Financial LLC 0.46% Add +9.3% 4,799,864 $1.4B
Swedbank AB 1.50% Add +12.8% 4,608,192 $1.3B
Sanders Capital, LLC 1.77% Reduce -41.5% 4,544,040 $1.3B
Canada Pension Plan Investment Board 1.11% Add +7.2% 4,465,799 $1.3B
American Century Companies Inc. 0.70% Add +3.7% 4,436,888 $1.3B
Janus Henderson Group PLC 0.63% Reduce -1.6% 4,406,500 $1.3B
California State Teachers Retirement System 1.41% Reduce -0.4% 4,374,152 $1.3B
National Bank of Canada 1.31% Reduce -7.4% 4,184,962 $1.2B
Stifel Financial Corp. 1.15% Reduce -0.6% 4,086,843 $1.2B
Viking Global Investors 3.39% Add +86.1% 4,042,034 $1.2B
Healthcare of Ontario Pension Plan Trust Fund 2.21% Add +1.6% 3,772,964 $1.1B
US Bancorp \de 1.36% Reduce -1.9% 3,726,019 $1.1B
Robeco Institutional Asset Management B.V. 1.73% Add +6.4% 3,690,397 $1.1B
New York State Common Retirement Fund 1.38% Reduce -2.1% 3,568,836 $1.0B
Voya Investment Management LLC 1.18% Add +6.5% 3,546,926 $1.0B
Fayez Sarofim & Co 2.45% Reduce -3.8% 3,497,410 $1.0B
Ensign Peak Advisors, Inc 1.72% Add +0.1% 3,465,386 $1.0B
DekaBank Deutsche Girozentrale 1.76% Reduce -0.1% 3,427,167 $989.1M
Citadel Advisors 0.87% Add +50.9% 3,403,405 $986.7M
Corient Private Wealth LP 1.31% Add +1.2% 3,386,661 $981.8M
CIBC Private Wealth Group LLC 1.68% Reduce -0.1% 3,248,027 $941.6M
Nordea Investment Management AB 0.86% Reduce -0.3% 3,204,332 $932.0M
FIL Ltd 0.78% Add +0.3% 3,134,625 $908.8M
Mariner, LLC 1.31% Add +12.8% 3,130,571 $907.5M
Truist Financial Corp. 1.23% Add +0.6% 2,896,798 $839.8M
Rathbones Group PLC 3.47% Reduce -2.5% 2,773,075 $803.9M
HighTower Advisors, LLC 0.98% Reduce -0.2% 2,706,677 $784.7M
State Board of Administration of Florida Retirement System 1.39% Reduce -1.3% 2,693,747 $780.9M
CANADA LIFE ASSURANCE Co 1.22% Add +1.7% 2,652,442 $769.8M
Manufacturers Life Insurance Company, The 0.68% Reduce -2.5% 2,604,636 $755.1M
KBC Group NV 2.01% Add +56.3% 2,566,562 $744.1M
Prudential Financial Inc. 0.95% Reduce -6.9% 2,540,069 $736.4M
Mackenzie Financial Corp. 0.95% Reduce -2.5% 2,535,489 $735.1M
Adage Capital Partners Gp, L.L.C. 1.22% Reduce -1.0% 2,495,366 $723.4M
Danske Bank A/S 1.78% Add +15.2% 2,477,622 $718.3M
Aberdeen Group plc 1.21% Add +3.7% 2,431,568 $709.9M
Capital Wealth Planning, LLC 5.50% Reduce -2.1% 2,405,225 $697.3M
APG Asset Management N.V. 2.01% Reduce -0.9% 2,748,925 $678.9M
Natixis Advisors, LLC 1.08% Add +6.5% 2,337,343 $677.6M
Blair William & Co. 1.88% Add +0.5% 2,329,745 $675.4M
Storebrand Asset Management As 1.95% Add +0.6% 2,323,911 $673.7M
New York State Teachers Retirement System 1.40% Reduce -0.5% 2,309,022 $669.4M
Victory Capital Management Inc. 0.43% Reduce -7.2% 2,298,435 $666.9M

"% 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 4,749 holders