JPMJPMorgan Chase
JPMorgan Chase & Co. (“JPMorganChase” or the “Firm”, NYSE: JPM), a financial holding company incorporated under Delaware law in 1968, is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. 10-K, Item 1
- Employees
- 318,512
- Headquarters
- New York, NY
- CEO
- James Dimon
- Next results
- around Jan 12, 2027
Who owns JPM
74% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 206.29M | $67.5B | 7.77% | Reduced -0.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 161.59M | $52.9B | 6.08% | Reduced -2.2% |
| STATE STREET CORP | 125.21M | $41.0B | 4.71% | Added +0.8% |
| BANK OF AMERICA CORP /DE/ | 69.67M | $22.8B | 2.62% | Added +6.1% |
| MORGAN STANLEY | 67.09M | $22.0B | 2.53% | Reduced -2.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 65.82M | $21.5B | 2.48% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | 61.71M | $20.1B | 2.32% | Reduced -1.3% |
| NORGES BANK | 36.12M | $11.8B | 1.36% | New |
| NORTHERN TRUST CORP | 30.68M | $10.0B | 1.16% | Reduced -1.7% |
| Capital Research Global Investors | 27.75M | $9.1B | 1.04% | Added +1.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 27.69M | $9.1M | 1.04% | Added +0.7% |
| FMR LLC | 26.30M | $8.6B | 0.99% | Reduced -16.3% |
| GOLDMAN SACHS GROUP INC | 25.30M | $8.3B | 0.95% | Added +7.9% |
| WELLS FARGO & COMPANY/MN | 23.35M | $7.6B | 0.88% | Added +1.5% |
| ROYAL BANK OF CANADA | 22.76M | $7.5B | 0.86% | Reduced -4.7% |
| Bank of New York Mellon Corp | 21.64M | $7.1B | 0.81% | Added +2.6% |
| DIMENSIONAL FUND ADVISORS LP | 19.42M | $6.4B | 0.73% | Added +2.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19.19M | $6.3B | 0.72% | Held |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18.83M | $6.2B | 0.71% | Added +0.7% |
| UBS Group AG | 18.81M | $6.2B | 0.71% | Reduced -1.6% |
| Legal & General Group Plc | 17.90M | $5.9B | 0.67% | Reduced -5.0% |
| Fisher Asset Management, LLC | 17.43M | $5.7B | 0.66% | Added +2.4% |
| AMERIPRISE FINANCIAL INC | 17.32M | $5.7B | 0.65% | Added +1.3% |
| FRANKLIN RESOURCES INC | 15.01M | $4.9B | 0.57% | Held |
| RAYMOND JAMES FINANCIAL INC | 14.78M | $4.8B | 0.56% | Added +2.1% |
Bought the most shares
- NORGES BANK +36.12M, new
- BANK OF AMERICA CORP /DE/ +4.01M
- Jupiter Topco LLC +3.89M, new
- MARSHALL WACE, LLP +1.96M
- GOLDMAN SACHS GROUP INC +1.85M
- CANADA PENSION PLAN INVESTMENT BOARD +1.50M
- CITIGROUP INC +1.30M
- MKP Capital Management, L.L.C. +1.26M
- AQR CAPITAL MANAGEMENT LLC +1.21M
- BNP PARIBAS FINANCIAL MARKETS +1.03M
Sold the most shares
- FMR LLC -5.14M
- JANUS HENDERSON GROUP PLC -4.18M, sold out
- VANGUARD CAPITAL MANAGEMENT LLC -3.69M
- BARCLAYS PLC -2.80M
- Rathbones Group PLC -2.68M
- SG Americas Securities, LLC -2.45M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ -2.39M
- D. E. Shaw & Co., Inc. -2.04M
- American Assets Investment Management, LLC -2.00M
- BlackRock, Inc. -1.93M
Superinvestors holding JPM 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Andreas Halvorsen Viking Global Investors | Jun 30, 2026 | 2.90M | $949.1M | 2.71% | Added +7.2% |
| Chris Davis Davis Selected Advisers | Jun 30, 2026 | 476K | $155.9M | 0.68% | Reduced -14.4% |
| Tom Gayner Markel Group | Sep 30, 2026 | 253K | $83.6M | 0.70% | Held |
| Dodge & Cox Dodge & Cox | Jun 30, 2026 | 117K | $38.3M | 0.02% | Reduced -1.1% |
| Francois Rochon Giverny Capital | Jun 30, 2026 | 48K | $15.7M | 0.57% | Reduced -8.5% |
| Thomas Russo Gardner Russo & Quinn | Jun 30, 2026 | 25K | $8.1M | 0.10% | Reduced -83.4% |
| Bill Nygren Harris Associates (Oakmark) | Jun 30, 2026 | 6K | $2.0M | 0.00% | Added +6.9% |
| Edgar Wachenheim Greenhaven Associates | Sep 30, 2026 | 1K | $331K | 0.00% | Reduced -60.0% |
13D filings: owners of more than 5% who may push for change
No Schedule 13D about JPM in the last year.
Work on JPM in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/JPM/export.csv") into a cell.