JPMorgan Chase &JPM

13F holders, Q3 2025 (September 30)
4,762holders +13
124new positions
95sold out
15famous investors
$315.20avg. 13F price*

At the end of Q3 2025, 4,762 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, up 13 from Q2 2025. 124 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($83.9B), BlackRock, Inc. ($66.0B) and State Street Corp. ($39.5B). 15 famous investors held it, including Andreas Halvorsen (4.1% of Viking Global Investors's portfolio), Tom Russo (1.8% of Gardner Russo & Quinn's portfolio) and Ken Fisher (1.8% 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 2025 → Q3 2025

InstitutionsTotal Value
New Positions124$288.1M
Exits95$458.0M

All 13F filers, Q2 2025 → Q3 2025: 42,960,203 shares bought and 59,755,613 shares sold, net −16,795,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,762 holders

Vanguard Group Inc. 1.26% Reduce -2.2% 265,894,595 $83.9B
BlackRock, Inc. 1.16% Add +1.6% 209,192,010 $66.0B
State Street Corp. 1.37% Reduce -0.1% 125,197,964 $39.5B
Morgan Stanley 1.25% Reduce -2.3% 65,445,847 $20.6B
Geode Capital Management, LLC 1.23% Add +0.3% 61,281,705 $19.3B
Bank of America Corp. 1.37% Add +7.2% 57,753,120 $18.2B
FMR LLC 0.64% Reduce -7.9% 38,737,252 $12.2B
Northern Trust Corp. 1.31% Reduce -0.6% 32,358,315 $10.2B
T. Rowe Price Associates Inc. 0.98% Add +1.0% 29,017,871 $9.2B
Capital International Investors 1.44% Reduce -0.0% 28,135,426 $8.9B
Capital World Investors 1.04% Reduce -0.7% 24,095,284 $7.6B
Royal Bank of Canada 1.35% Add +5.2% 23,956,726 $7.6B
Wells Fargo & Company 1.50% Reduce -1.8% 23,225,940 $7.3B
Capital Research Global Investors 1.36% Reduce -2.1% 23,014,353 $7.3B
Bank of New York Mellon Corp 1.26% Reduce -5.1% 22,229,899 $7.0B
Goldman Sachs Group Inc. 1.01% Add +4.8% 22,166,440 $7.0B
Ameriprise Financial Inc. 1.52% Reduce -4.4% 20,952,251 $6.6B
UBS Group AG 1.21% Reduce -4.3% 19,561,246 $6.2B
Legal & General Group Plc 1.34% Add +3.3% 18,908,978 $6.0B
Charles Schwab Investment Management Inc. 0.95% Reduce -4.9% 18,817,462 $5.9B
Dimensional Fund Advisors LP 1.27% Reduce -3.0% 18,693,071 $5.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1.14% Reduce -16.4% 16,634,269 $5.2B
Massachusetts Financial Services Co. 1.61% Reduce -5.5% 16,415,684 $5.2B
Fisher Asset Management 1.79% Add +2.3% 15,722,443 $5.0B
Nuveen, LLC 1.28% Reduce -1.1% 15,372,545 $4.8B
Invesco Ltd. 0.73% Add +2.3% 14,655,153 $4.6B
Raymond James Financial Inc. 1.47% Reduce -0.6% 14,446,003 $4.6B
Barclays PLC 1.66% Reduce -3.2% 14,062,065 $4.4B
Wellington Management Group LLP 0.76% Reduce -32.7% 13,816,828 $4.4B
Franklin Resources Inc. 1.00% Reduce -3.2% 12,597,279 $4.0B
Deutsche Bank AG 1.05% Reduce -0.6% 9,894,047 $3.1B
Neuberger Berman Group LLC 2.02% Reduce -3.1% 8,769,386 $2.8B
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.26% Add +4.6% 7,873,466 $2.5B
Boston Partners 2.43% Add +2.3% 7,492,763 $2.4B
Envestnet Asset Management Inc. 0.64% Reduce -2.8% 7,078,742 $2.2B
PNC Financial Services Group, Inc. 1.31% Add +1.4% 6,849,208 $2.2B
Sumitomo Mitsui Trust Group, Inc. 1.24% Add +0.5% 6,809,417 $2.1B
HSBC Holdings PLC 1.27% Reduce -2.2% 6,813,518 $2.1B
California Public Employees Retirement System 1.25% Add +19.6% 6,615,749 $2.1B
Baird Financial Group, Inc. 3.26% Add +2.8% 6,433,054 $2.0B
Schroder Investment Management Group 1.58% Reduce -1.4% 6,398,130 $2.0B
Bank of Montreal 0.83% Add +7.1% 6,132,172 $1.9B
BNP Paribas Financial Markets 1.52% Add +14.2% 6,092,219 $1.9B
Alliancebernstein L.P. 0.57% Add +2.6% 5,775,648 $1.8B
Canada Pension Plan Investment Board 1.27% Add +27.9% 5,712,330 $1.8B
Mitsubishi UFJ Asset Management Co., Ltd. 1.28% Add +3.6% 5,630,374 $1.8B
National Pension Service 1.34% Add +3.4% 5,450,875 $1.7B
Bessemer Group Inc. 2.61% Reduce -0.4% 5,399,967 $1.7B
Amundi 0.54% Add +1.1% 5,481,630 $1.7B
Principal Financial Group Inc. 0.84% Reduce -0.4% 5,301,787 $1.7B
LPL Financial LLC 0.48% Add +8.7% 5,217,634 $1.6B
Citigroup Inc. 1.11% Reduce -9.2% 5,084,690 $1.6B
TD Asset Management Inc 1.30% Reduce -0.7% 5,079,985 $1.6B
Viking Global Investors 4.14% Add +25.2% 5,059,060 $1.6B
Rhumbline Advisers 1.24% Reduce -1.7% 4,876,180 $1.5B
JPMorgan Chase & Co. 0.10% Add +1.0% 4,851,560 $1.5B
Swedbank AB 1.55% Add +5.0% 4,836,727 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 2.84% Add +28.1% 4,834,091 $1.5B
Clearbridge Investments, LLC 1.15% Reduce -9.2% 4,815,748 $1.5B
Unisphere Establishment 11.87% Reduce -0.5% 4,800,000 $1.5B
California State Teachers Retirement System 1.42% Reduce -0.0% 4,373,927 $1.4B
Janus Henderson Group PLC 0.63% Reduce -1.0% 4,363,703 $1.4B
Sanders Capital, LLC 1.68% Reduce -4.6% 4,337,030 $1.4B
American Century Companies Inc. 0.66% Reduce -8.0% 4,080,869 $1.3B
Stifel Financial Corp. 1.13% Reduce -4.2% 3,915,100 $1.2B
Primecap Management Co. 0.93% Reduce -23.9% 3,838,067 $1.2B
Robeco Institutional Asset Management B.V. 1.73% Add +2.7% 3,789,475 $1.2B
US Bancorp \de 1.37% Reduce -1.9% 3,655,592 $1.2B
Fayez Sarofim & Co 2.56% Reduce -0.8% 3,470,400 $1.1B
DekaBank Deutsche Girozentrale 1.82% No change 3,427,167 $1.1B
Ensign Peak Advisors, Inc 1.77% Reduce -1.4% 3,417,611 $1.1B
New York State Common Retirement Fund 1.36% Reduce -6.5% 3,335,036 $1.1B
Mariner, LLC 1.35% Add +5.6% 3,304,544 $1.0B
Nordea Investment Management AB 0.91% Add +4.4% 3,345,465 $1.0B
CIBC Private Wealth Group LLC 1.72% Reduce -1.7% 3,192,322 $1.0B
Corient Private Wealth LP 1.57% Reduce -5.7% 3,194,614 $1.0B
National Bank of Canada 1.11% Reduce -25.6% 3,111,933 $981.5M
FIL Ltd 0.74% Reduce -5.4% 2,966,628 $935.8M
Truist Financial Corp. 1.25% Add +1.3% 2,934,553 $925.6M
Voya Investment Management LLC 1.05% Reduce -17.6% 2,922,230 $921.8M
CANADA LIFE ASSURANCE Co 1.30% Add +8.3% 2,873,820 $907.3M
Prudential Financial Inc. 1.07% Add +12.6% 2,859,016 $901.8M
Rathbones Group PLC 3.54% Reduce -0.3% 2,763,395 $871.7M
HighTower Advisors, LLC 0.98% Add +0.6% 2,721,718 $858.6M
Allianz Asset Management GmbH 1.06% Add +37.3% 2,720,555 $858.1M
Aviva PLC 1.54% Add +20.2% 2,683,135 $846.3M
KBC Group NV 2.01% Add +3.7% 2,661,332 $839.5M
Manufacturers Life Insurance Company, The 0.68% Reduce -0.7% 2,587,313 $816.1M
Mackenzie Financial Corp. 0.98% Add +1.2% 2,566,099 $809.4M
State Board of Administration of Florida Retirement System 1.40% Reduce -5.9% 2,534,851 $799.6M
Two Sigma Advisers, LP 1.54% Add +652.1% 2,439,100 $769.4M
Adage Capital Partners Gp, L.L.C. 1.22% Reduce -2.3% 2,438,466 $769.2M
Capital Wealth Planning, LLC 5.27% Reduce -1.4% 2,371,694 $748.1M
Ninety One UK Ltd 1.61% Add +4.0% 2,368,463 $747.1M
Focus Partners Wealth 1.21% Add +3.8% 2,367,050 $746.6M
Victory Capital Management Inc. 0.44% Add +2.8% 2,361,837 $745.0M
Bank of Nova Scotia 1.30% Add +65.4% 2,316,567 $730.7M
APG Asset Management N.V. 2.05% Reduce -1.0% 2,721,221 $730.5M
Blair William & Co. 1.94% Reduce -1.0% 2,306,918 $727.7M
Aberdeen Group plc 1.14% Reduce -5.1% 2,307,775 $721.9M

"% 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 4,762 holders