JPMORGAN CHASE & CO (JPM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
4,912
Reporting holders
$646.9B
Reported value
71.7%
Of shares outstanding
3.7%
Held as options
+70
Holder change
Institutions report 1,906,360,544 shares against 2,658,186,195 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $67.5B | 206,290,537 | 1.00% | 8q | -0.9%-$631.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $52.9B | 161,586,023 | 1.13% | 2q | -2.2%-$1.2B |
| STATE STREET CORP | $41.0B | 125,209,293 | 1.22% | 31q | +0.8%+$305.3M |
| BANK OF AMERICA CORP /DE/ | $22.8B | 69,666,753 | 1.47% | 31q | +6.1%+$1.3B |
| MORGAN STANLEY | $22.0B | 67,092,426 | 1.16% | 35q | -2.1%-$475.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $21.5B | 65,819,503 | 0.97% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $20.1B | 61,707,794 | 1.07% | 31q | -1.3%-$275.1M |
| NORGES BANK | $11.8B | 36,122,327 | 1.18% | 32q | +2.1%+$246.7M |
| NORTHERN TRUST CORP | $10.0B | 30,677,237 | 1.17% | 31q | -1.7%-$178.0M |
| Capital Research Global Investors | $9.1B | 27,746,323 | 1.27% | 31q | +1.2%+$109.0M |
| UBS Group AG | $8.9B | 18,807,767 | 1.14% | 31q | -1.6%-$144.3M |
| GOLDMAN SACHS GROUP INC | $8.9B | 25,300,855 | 0.77% | 31q | +7.9%+$647.9M |
| FMR LLC | $8.6B | 26,296,276 | 0.37% | 31q | -16.3%-$1.7B |
| WELLS FARGO & COMPANY/MN | $7.9B | 23,350,060 | 1.28% | 31q | -49.2%-$7.7B |
| ROYAL BANK OF CANADA | $7.6B | 22,764,634 | 1.13% | 31q | -4.7%-$375.6M |
| Bank of New York Mellon Corp | $7.1B | 21,642,804 | 1.16% | 31q | +2.6%+$176.9M |
| DIMENSIONAL FUND ADVISORS LP | $6.4B | 19,418,112 | 1.15% | 31q | +2.4%+$147.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.3B | 19,187,267 | 0.84% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $6.3B | 19,187,267 | 0.84% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.2B | 18,833,413 | 1.12% | 31q | +0.7%+$44.1M |
| Legal & General Group Plc | $5.9B | 17,895,549 | 1.22% | 31q | -5.0%-$311.5M |
| Fisher Asset Management, LLC | $5.7B | 17,427,412 | 1.70% | 31q | +2.4%+$133.3M |
| AMERIPRISE FINANCIAL INC | $5.7B | 17,323,113 | 1.15% | 31q | -49.4%-$5.5B |
| FRANKLIN RESOURCES INC | $4.9B | 15,005,188 | 1.06% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.8B | 14,783,980 | 1.31% | 7q | +2.1%+$98.4M |
| Capital World Investors | $4.7B | 14,473,602 | 0.56% | 31q | -6.1%-$310.3M |
| Nuveen, LLC | $4.7B | 14,324,700 | 1.12% | 6q | -4.9%-$242.4M |
| VANGUARD FIDUCIARY TRUST CO | $4.6B | 13,967,087 | 1.01% | 2q | -1.0%-$44.3M |
| Capital International Investors | $4.1B | 12,663,449 | 0.86% | 31q | HELD |
| CITADEL ADVISORS LLC | $4.1B | 2,214,465 | 0.47% | 31q | -9.0%-$407.0M |
| Invesco Ltd. | $4.1B | 12,502,439 | 0.32% | 31q | +1.2%+$50.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $4.0B | 12,270,986 | 1.28% | 31q | -16.3%-$784.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7B | 541,729 | 0.29% | 31q | -13.8%-$587.2M |
| BARCLAYS PLC | $3.6B | 9,607,550 | 0.69% | 31q | -22.6%-$1.1B |
| BNP PARIBAS FINANCIAL MARKETS | $3.3B | 8,070,258 | 1.15% | 31q | +14.6%+$425.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $2.6B | 7,765,901 | 2.02% | 32q | +2.7%+$68.4M |
| JANE STREET GROUP, LLC | $2.6B | 287,113 | 0.22% | 31q | -61.2%-$4.2B |
| CANADA PENSION PLAN INVESTMENT BOARD | $2.6B | 8,020,990 | 1.45% | 31q | +22.9%+$489.9M |
| NEUBERGER BERMAN GROUP LLC | $2.6B | 7,975,997 | 1.74% | 31q | +1.1%+$29.3M |
| Amundi | $2.6B | 7,965,928 | 0.63% | 21q | +14.3%+$326.5M |
| DEUTSCHE BANK AG\ | $2.6B | 7,909,780 | 0.75% | 34q | -4.8%-$131.5M |
| CITIGROUP INC | $2.6B | 5,067,048 | 0.84% | 31q | +34.6%+$655.9M |
| HSBC HOLDINGS PLC | $2.4B | 7,252,675 | 1.02% | 31q | +8.7%+$194.8M |
| Boston Partners | $2.4B | 7,360,355 | 2.15% | 31q | +4.4%+$100.8M |
| ENVESTNET ASSET MANAGEMENT INC | $2.4B | 7,273,067 | 0.56% | 31q | +1.1%+$27.1M |
| Baird Financial Group, Inc. | $2.2B | 6,806,039 | 3.06% | 31q | +1.8%+$38.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2.2B | 6,645,272 | 1.21% | 31q | +6.6%+$134.3M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $2.1B | 6,567,996 | 1.52% | 31q | HELD |
| PNC Financial Services Group, Inc. | $2.1B | 6,506,150 | 1.06% | 31q | -2.3%-$50.1M |
| Corient Private Wealth LP | $2.1B | 7,478,973 | 1.36% | 15q | +136.9%+$1.2B |
| Sumitomo Mitsui Trust Group, Inc. | $1.9B | 5,907,580 | 1.10% | 31q | -3.3%-$66.4M |
| BANK OF MONTREAL /CAN/ | $1.9B | 5,811,029 | 0.63% | 31q | +4.6%+$84.0M |
| California Public Employees Retirement System | $1.9B | 5,652,111 | 1.04% | 31q | -10.4%-$214.8M |
| National Pension Service | $1.8B | 5,549,588 | 1.17% | 31q | +0.7%+$11.9M |
| Vanguard Global Advisers, LLC | $1.8B | 5,358,320 | 0.82% | 2q | -1.9%-$33.4M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $1.7B | 5,326,335 | 2.45% | 27q | -23.3%-$529.5M |
| LPL Financial LLC | $1.7B | 5,252,268 | 0.39% | 31q | -2.6%-$45.4M |
| JPMORGAN CHASE & CO | $1.7B | 5,130,331 | 0.09% | 31q | +1.4%+$23.9M |
| ALLIANCEBERNSTEIN L.P. | $1.6B | 5,522,943 | 0.54% | 31q | +6.4%+$97.1M |
| Optiver Holding B.V. | $1.6B | 41,436 | 0.43% | 15q | -5.7%-$95.9M |
| PRINCIPAL FINANCIAL GROUP INC | $1.6B | 4,823,651 | 0.78% | 31q | -2.8%-$45.2M |
| Unisphere Establishment | $1.6B | 4,800,000 | 13.38% | 11q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.5B | 4,710,984 | 1.04% | 2q | -2.1%-$32.4M |
| Swedbank AB | $1.5B | 4,691,775 | 1.32% | 21q | +1.8%+$27.6M |
| IMC-Chicago, LLC | $1.5B | 279,599 | 0.36% | 19q | HELD |
| RHUMBLINE ADVISERS | $1.5B | 4,511,046 | 1.11% | 31q | -2.2%-$33.4M |
| Clearbridge Investments, LLC | $1.4B | 4,174,142 | 1.13% | 31q | -3.3%-$46.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.3B | 4,123,891 | 0.23% | 31q | +7.8%+$97.6M |
| AMERICAN CENTURY COMPANIES INC | $1.3B | 4,008,406 | 0.58% | 31q | +7.4%+$90.6M |
| PeakShares LLC | $1.3B | 4,006 | 0.98% | 3q | +7.7%+$93.3M |
| Jupiter Topco LLC | $1.3B | 3,892,479 | 0.52% | new | FIRST |
| STIFEL FINANCIAL CORP | $1.3B | 3,865,671 | 1.05% | 31q | HELD |
| VOYA INVESTMENT MANAGEMENT LLC | $1.3B | 3,857,742 | 1.09% | 31q | +4.8%+$57.4M |
| Sanders Capital, LLC | $1.3B | 3,837,596 | 1.26% | 63q | -1.5%-$19.3M |
| CIBC Bancorp USA Inc. | $1.3B | 3,826,652 | 1.52% | 3q | -12.6%-$180.6M |
| NORDEA INVESTMENT MANAGEMENT AB | $1.2B | 3,708,233 | 1.00% | 31q | +2.0%+$23.8M |
| Assenagon Asset Management S.A. | $1.2B | 190,626 | 0.74% | 31q | +101.5%+$595.3M |
| NATIONAL BANK OF CANADA /FI/ | $1.2B | 3,531,066 | 0.83% | 19q | -4.5%-$54.2M |
| TD Asset Management Inc | $1.2B | 3,520,281 | 1.00% | 31q | -19.6%-$280.3M |
| US BANCORP \DE\ | $1.1B | 3,486,947 | 1.25% | 31q | -0.9%-$10.7M |
| PRIMECAP MANAGEMENT CO/CA/ | $1.1B | 3,382,627 | 0.65% | 31q | -0.6%-$6.8M |
| Public Sector Pension Investment Board | $1.1B | 3,280,246 | 1.39% | 31q | +125.0%+$596.6M |
| FIFTH THIRD BANCORP | $1.1B | 3,276,170 | 1.74% | 31q | -1.0%-$10.3M |
| Allianz Asset Management GmbH | $1.1B | 3,139,032 | 0.95% | 40q | +1.2%+$13.0M |
| Fayez Sarofim & Co | $1.1B | 3,214,618 | 2.47% | 31q | +2.7%+$28.0M |
| Mariner, LLC | $1.0B | 3,158,977 | 1.09% | 31q | +2.4%+$23.9M |
| TRUIST FINANCIAL CORP | $1.0B | 3,121,918 | 1.22% | 31q | HELD |
| APG Asset Management N.V. | $1.0B | 3,554,331 | 2.50% | 31q | +5.7%+$55.0M |
| AVIVA PLC | $1.0B | 3,098,055 | 1.49% | 31q | HELD |
| CREDIT AGRICOLE S A | $999.5M | 2,718,848 | 2.03% | 30q | +8.6%+$79.4M |
| TWO SIGMA INVESTMENTS, LP | $982.4M | 2,957,516 | 0.71% | 14q | -10.7%-$117.4M |
| Robeco Institutional Asset Management B.V. | $979.1M | 2,991,167 | 1.20% | 38q | -0.5%-$5.0M |
| NEW YORK STATE COMMON RETIREMENT FUND | $971.1M | 2,966,729 | 1.22% | 31q | -7.1%-$74.5M |
| FIL Ltd | $970.6M | 2,965,186 | 0.70% | 31q | +3.8%+$35.8M |
| Focus Partners Wealth | $953.8M | 2,913,920 | 0.98% | 11q | -6.2%-$63.4M |
| VIKING GLOBAL INVESTORS LP | $949.1M | 2,899,386 | 2.71% | 9q | +7.2%+$63.9M |
| Qube Research & Technologies Ltd | $946.3M | 2,566,594 | 0.88% | 14q | +4.0%+$36.5M |
| Capital Wealth Planning, LLC | $943.5M | 2,882,314 | 4.71% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $930.3M | 2,842,230 | 0.32% | 31q | +74.4%+$396.8M |
| Ensign Peak Advisors, Inc | $907.8M | 2,773,481 | 1.49% | 27q | -54.1%-$1.1B |
Showing the largest 100 of 5,137 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4,912 | $646.9B | 1,906,360,544 | 159 | 1,836 | 1,677 | 3.7% |
| Q1 2026 | 4,842 | $576.5B | 1,897,816,832 | 115 | 1,766 | 1,910 | 3.2% |
| Q4 2025 | 4,908 | $638.4B | 1,922,834,391 | 121 | 1,599 | 1,784 | 3.3% |
| Q3 2025 | 4,542 | $618.0B | 1,890,715,972 | 132 | 1,552 | 1,755 | 3.6% |
| Q2 2025 | 4,481 | $585.2B | 1,950,501,614 | 175 | 1,672 | 1,660 | 3.4% |
| Q1 2025 | 4,394 | $490.6B | 1,937,860,809 | 138 | 1,531 | 1,746 | 2.9% |
| Q4 2024 | 4,375 | $487.9B | 1,964,212,076 | 153 | 1,360 | 1,586 | 3.6% |
| Q3 2024 | 3,902 | $427.2B | 1,943,873,210 | 117 | 1,392 | 1,477 | 4.1% |
| Q2 2024 | 3,862 | $410.9B | 1,959,294,029 | 127 | 1,371 | 1,454 | 3.6% |
| Q1 2024 | 3,789 | $437.4B | 2,098,685,756 | 168 | 1,294 | 1,519 | 4.1% |
| Q4 2023 | 3,674 | $361.5B | 2,027,062,021 | 137 | 1,241 | 1,303 | 4.7% |
| Q3 2023 | 3,345 | $295.2B | 1,942,349,925 | 94 | 1,198 | 1,189 | 4.4% |
| Q2 2023 | 3,296 | $297.3B | 1,937,232,105 | 126 | 1,246 | 1,158 | 5.2% |
| Q1 2023 | 3,190 | $267.3B | 1,955,092,840 | 118 | 1,269 | 1,127 | 4.8% |
| Q4 2022 | 3,007 | $256.5B | 1,819,331,103 | 171 | 1,084 | 980 | 5.1% |
| Q3 2022 | 3,392 | $225.6B | 2,048,565,327 | 104 | 1,466 | 1,075 | 5.0% |
| Q2 2022 | 3,429 | $270.1B | 2,036,097,930 | 102 | 1,615 | 1,072 | 15.1% |
| Q1 2022 | 3,520 | $333.3B | 2,045,711,250 | 110 | 1,582 | 1,150 | 16.3% |
| Q4 2021 | 3,597 | $349.4B | 2,095,575,751 | 109 | 1,380 | 1,003 | 5.1% |
| Q3 2021 | 3,242 | $358.1B | 2,089,390,130 | 97 | 1,278 | 1,048 | 4.5% |
| Q2 2021 | 3,245 | $344.1B | 2,122,095,770 | 104 | 1,299 | 1,111 | 4.2% |
| Q1 2021 | 3,223 | $343.4B | 2,176,671,564 | 156 | 1,189 | 1,224 | 3.6% |
| Q4 2020 | 3,146 | $297.8B | 2,197,651,795 | 146 | 1,177 | 1,038 | 5.3% |
| Q3 2020 | 2,838 | $216.8B | 2,149,207,441 | 86 | 1,191 | 1,025 | 4.6% |
| Q2 2020 | 2,862 | $211.8B | 2,157,630,524 | 179 | 1,333 | 924 | 4.2% |
| Q1 2020 | 2,795 | $207.8B | 2,226,595,272 | 129 | 1,171 | 1,083 | 3.7% |
| Q4 2019 | 2,913 | $337.5B | 2,333,069,994 | 110 | 912 | 1,060 | 3.6% |
| Q3 2019 | 2,630 | $279.6B | 2,303,087,168 | 75 | 970 | 989 | 3.1% |
| Q2 2019 | 2,648 | $271.8B | 2,346,648,157 | 126 | 1,017 | 927 | 3.5% |
| Q1 2019 | 2,610 | $243.9B | 2,359,475,404 | 90 | 1,055 | 918 | 2.1% |
| Q4 2018 | 2,615 | $247.1B | 2,470,796,592 | 22 | 34 | 45 | 2.5% |