JPMorgan Chase &JPM
13F holders, Q1 2026 (March 31)5,097holders −54
123new positions
166sold out
17famous investors
$293.26avg. 13F price*
At the end of Q1 2026, 5,097 institutions reported holding JPMorgan Chase & Co. (JPM) in their 13F filings, down 54 from Q4 2025. 123 opened new positions and 166 sold out. The largest holders were BlackRock, Inc. ($61.3B), Vanguard Capital Management LLC ($48.6B) and State Street Corp. ($36.6B). 17 famous investors held it, including Andreas Halvorsen (2.2% of Viking Global Investors's portfolio), Ken Fisher (1.7% of Fisher Asset Management's portfolio) and David E. Shaw (0.9% of D. E. Shaw & Co.'s portfolio).
- Company
- JPMorgan Chase & Co.
- Sector
- Finance
- CUSIP
- 46625H100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 123 | $787.4M |
| Exits | 166 | $599.2M |
All 13F filers, Q4 2025 → Q1 2026: 87,504,554 shares bought and 78,731,125 shares sold, net +8,773,429 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5,097 holders
| BlackRock, Inc. | 1.08% | Reduce -1.6% | 208,220,293 | $61.3B |
| Vanguard Capital Management LLC | 1.20% | — | 165,278,733 | $48.6B |
| State Street Corp. | 1.26% | Reduce -0.8% | 124,276,661 | $36.6B |
| Morgan Stanley | 1.22% | Add +3.3% | 68,544,442 | $20.2B |
| Bank of America Corp. | 1.41% | Add +15.8% | 65,660,460 | $19.3B |
| Vanguard Portfolio Management LLC | 1.01% | — | 65,580,826 | $19.3B |
| Geode Capital Management, LLC | 1.14% | Add +2.1% | 62,550,814 | $18.3B |
| FMR LLC | 0.49% | Reduce -11.9% | 31,433,969 | $9.2B |
| Northern Trust Corp. | 1.21% | Reduce -1.4% | 31,221,042 | $9.2B |
| T. Rowe Price Associates Inc. | 0.94% | Reduce -1.6% | 27,487,323 | $8.1B |
| Capital Research Global Investors | 1.25% | Add +25.0% | 27,413,395 | $8.1B |
| Royal Bank of Canada | 1.33% | Reduce -0.8% | 23,892,148 | $7.0B |
| Goldman Sachs Group Inc. | 0.91% | Add +7.7% | 23,448,974 | $6.9B |
| Wells Fargo & Company | 1.36% | Reduce -0.4% | 23,000,631 | $6.8B |
| Bank of New York Mellon Corp | 1.14% | Reduce -9.9% | 21,102,442 | $6.2B |
| UBS Group AG | 1.00% | Add +1.1% | 19,111,750 | $5.6B |
| Charles Schwab Investment Management Inc. | 0.86% | Add +1.9% | 19,101,113 | $5.6B |
| Dimensional Fund Advisors LP | 1.16% | Add +3.3% | 18,968,884 | $5.6B |
| Legal & General Group Plc | 1.28% | Reduce -0.9% | 18,847,278 | $5.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.14% | Add +14.0% | 18,698,779 | $5.5B |
| Ameriprise Financial Inc. | 1.17% | Reduce -11.6% | 17,103,080 | $5.0B |
| Fisher Asset Management | 1.70% | Add +6.3% | 17,020,065 | $5.0B |
| SG Americas Securities, LLC | 5.10% | Add +150.9% | 15,599,956 | $4.6B |
| Capital World Investors | 0.62% | Reduce -15.0% | 15,421,463 | $4.5B |
| Nuveen, LLC | 1.20% | Add +2.0% | 15,065,123 | $4.4B |
| Franklin Resources Inc. | 1.10% | Add +21.0% | 15,025,584 | $4.4B |
| Massachusetts Financial Services Co. | 1.46% | Reduce -5.5% | 14,662,099 | $4.3B |
| Raymond James Financial Inc. | 1.31% | Add +0.2% | 14,483,337 | $4.3B |
| Vanguard Fiduciary Trust Co. | 1.05% | — | 14,102,375 | $4.1B |
| Capital International Investors | 0.87% | Reduce -52.7% | 12,605,169 | $3.7B |
| Barclays PLC | 1.31% | Add +27.3% | 12,411,127 | $3.7B |
| Invesco Ltd. | 0.36% | Reduce -14.5% | 12,348,261 | $3.6B |
| Deutsche Bank AG | 0.81% | Reduce -18.4% | 8,311,386 | $2.4B |
| Neuberger Berman Group LLC | 1.77% | Reduce -4.0% | 7,886,541 | $2.3B |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2.05% | Reduce -17.2% | 7,564,432 | $2.2B |
| Envestnet Asset Management Inc. | 0.57% | Add +6.1% | 7,190,378 | $2.1B |
| Boston Partners | 2.17% | Reduce -2.5% | 7,053,020 | $2.1B |
| BNP Paribas Financial Markets | 1.39% | Reduce -11.0% | 7,041,516 | $2.1B |
| Amundi | 0.56% | Add +3.2% | 6,968,496 | $2.0B |
| Healthcare of Ontario Pension Plan Trust Fund | 3.40% | Add +31.5% | 6,944,004 | $2.0B |
| Baird Financial Group, Inc. | 3.07% | Add +1.7% | 6,687,348 | $2.0B |
| HSBC Holdings PLC | 1.17% | Reduce -11.8% | 6,675,235 | $2.0B |
| PNC Financial Services Group, Inc. | 1.13% | Reduce -1.3% | 6,659,286 | $2.0B |
| Canada Pension Plan Investment Board | 1.24% | Add +17.1% | 6,524,314 | $1.9B |
| Schroder Investment Management Group | 1.52% | Reduce -1.1% | 6,540,446 | $1.9B |
| California Public Employees Retirement System | 1.14% | Reduce -6.7% | 6,308,333 | $1.9B |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1.23% | Add +6.3% | 6,234,859 | $1.8B |
| Sumitomo Mitsui Trust Group, Inc. | 1.16% | Reduce -5.6% | 6,110,549 | $1.8B |
| Alliancebernstein L.P. | 0.54% | Reduce -4.3% | 5,192,793 | $1.7B |
| Bank of Montreal | 0.68% | Reduce -4.7% | 5,555,718 | $1.6B |
| National Pension Service | 1.23% | Add +1.9% | 5,513,297 | $1.6B |
| Vanguard Global Advisers, LLC | 0.86% | — | 5,460,327 | $1.6B |
| LPL Financial LLC | 0.42% | Reduce -1.3% | 5,390,938 | $1.6B |
| Principal Financial Group Inc. | 0.78% | Reduce -3.4% | 4,961,596 | $1.5B |
| JPMorgan Chase & Co. | 0.10% | Add +2.7% | 5,057,631 | $1.4B |
| VANGUARD ASSET MANAGEMENT, Ltd | 1.21% | — | 4,809,904 | $1.4B |
| Unisphere Establishment | 11.88% | No change | 4,800,000 | $1.4B |
| Rhumbline Advisers | 1.16% | Reduce -2.0% | 4,613,123 | $1.4B |
| Swedbank AB | 1.42% | Reduce -2.5% | 4,607,397 | $1.4B |
| Bessemer Group Inc. | 2.06% | Reduce -5.1% | 4,460,709 | $1.3B |
| CIBC Bancorp USA Inc. | 1.74% | — | 4,378,303 | $1.3B |
| TD Asset Management Inc | 1.04% | Reduce -11.3% | 4,376,725 | $1.3B |
| Clearbridge Investments, LLC | 1.11% | Reduce -6.6% | 4,315,350 | $1.3B |
| Janus Henderson Group PLC | 0.59% | Reduce -0.4% | 4,175,138 | $1.2B |
| California State Teachers Retirement System | 1.29% | Reduce -3.0% | 4,132,836 | $1.2B |
| Sanders Capital, LLC | 1.37% | Reduce -9.5% | 3,896,565 | $1.1B |
| Stifel Financial Corp. | 1.04% | Reduce -1.3% | 3,849,282 | $1.1B |
| Wellington Management Group LLP | 0.21% | Reduce -63.2% | 3,825,728 | $1.1B |
| Citigroup Inc. | 0.71% | Add +25.8% | 3,764,798 | $1.1B |
| American Century Companies Inc. | 0.57% | Add +0.7% | 3,731,520 | $1.1B |
| National Bank of Canada | 1.11% | Add +32.9% | 3,696,591 | $1.1B |
| Voya Investment Management LLC | 1.30% | Add +19.8% | 3,682,091 | $1.1B |
| Nordea Investment Management AB | 0.98% | Add +2.0% | 3,636,099 | $1.0B |
| US Bancorp \de | 1.26% | Reduce -1.8% | 3,519,784 | $1.0B |
| DekaBank Deutsche Girozentrale | 1.69% | No change | 3,427,167 | $1.0B |
| D. E. Shaw & Co. | 0.86% | Add +724.9% | 3,458,040 | $1.0B |
| Primecap Management Co. | 0.79% | Reduce -5.6% | 3,403,527 | $1.0B |
| Two Sigma Investments, LP | 0.84% | Add +734.0% | 3,310,888 | $973.9M |
| Fifth Third Bancorp | 1.78% | Add +46.7% | 3,307,677 | $973.0M |
| New York State Common Retirement Fund | 1.31% | Reduce -1.5% | 3,194,329 | $939.6M |
| Corient Private Wealth LP | 1.33% | Reduce -9.4% | 3,156,561 | $928.3M |
| Fayez Sarofim & Co | 2.36% | Reduce -1.5% | 3,129,122 | $920.5M |
| Acadian Asset Management LLC | 1.31% | Add +7.5% | 3,127,513 | $919.9M |
| Focus Partners Wealth | 1.02% | Add +3.3% | 3,107,487 | $914.6M |
| Truist Financial Corp. | 1.23% | Add +3.4% | 3,108,545 | $914.4M |
| Allianz Asset Management GmbH | 1.05% | Reduce -4.1% | 3,101,015 | $912.2M |
| Aviva PLC | 1.53% | Add +2.6% | 3,099,451 | $911.7M |
| Mariner, LLC | 1.06% | Add +1.9% | 3,085,976 | $907.6M |
| Ensign Peak Advisors, Inc | 1.66% | Add +1.5% | 3,020,438 | $888.5M |
| Robeco Institutional Asset Management B.V. | 1.26% | Reduce -20.4% | 3,006,428 | $884.4M |
| APG Asset Management N.V. | 2.72% | Add +16.5% | 3,362,145 | $858.4M |
| Capital Wealth Planning, LLC | 4.66% | Add +17.0% | 2,873,074 | $845.1M |
| Bank of Nova Scotia | 1.48% | Add +45.5% | 2,870,768 | $844.5M |
| Axiom Investors LLC | 9.35% | Add +8.8% | 2,856,017 | $840.1M |
| FIL Ltd | 0.65% | Reduce -4.7% | 2,855,750 | $840.0M |
| Rathbones Group PLC | 3.19% | Reduce -0.8% | 2,715,472 | $798.8M |
| T. Rowe Price Investment Management, Inc. | 0.55% | Add +1056.0% | 2,712,640 | $798.0M |
| Viking Global Investors | 2.23% | Add +41.9% | 2,704,018 | $795.4M |
| Cibc World Market Inc. | 1.39% | Add +35.7% | 2,690,763 | $791.5M |
| HighTower Advisors, LLC | 0.83% | Reduce -0.4% | 2,662,407 | $783.2M |
"% of holder's portfolio" is JPM's weight in each manager's 13F, not the share of JPMorgan Chase & Co. the manager owns.