DaveManuel.com · Institutional Ownership · Who Owns It
JPMORGAN CHASE & CO (JPM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
5,192
Reporting holders
$669.5B
Reported value
74.3%
Of shares outstanding
1.8%
Calls
1.8%
Puts
+67
Holder change
Institutions report 1,973,921,066 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | 1.21% | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $9.1B | 27,686,080 | 0.91% | 31q | +0.7%+$65.1M |
| UBS Group AG | $8.9B incl. $2.8B options CALL+PUT | 18,807,767 | 1.14% | 31q | -1.6%-$144.3M |
| GOLDMAN SACHS GROUP INC | $8.9B incl. $569.9M options CALL+PUT | 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 incl. $247.9M options CALL+PUT | 23,350,060 | 1.28% | 31q | +1.5%+$118.1M |
| ROYAL BANK OF CANADA | $7.6B incl. $132.7M options CALL+PUT | 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 |
| 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 | +1.3%+$72.1M |
| FRANKLIN RESOURCES INC | $4.9B | 15,005,188 | 1.06% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.8B incl. $278.0K options PUT | 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 |
| SG Americas Securities, LLC | $4.3B incl. $12.2M options CALL+PUT | 13,150,448 | 2.42% | 31q | -15.7%-$804.1M |
| Capital International Investors | $4.1B | 12,663,449 | 0.86% | 31q | HELD |
| CITADEL ADVISORS LLC | $4.1B incl. $3.4B options CALL+PUT | 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 incl. $3.5B options CALL+PUT | 541,729 | 0.29% | 31q | -13.8%-$587.2M |
| BARCLAYS PLC | $3.6B incl. $465.8M options CALL+PUT | 9,607,550 | 0.69% | 31q | -22.6%-$1.1B |
| BNP PARIBAS FINANCIAL MARKETS | $3.3B incl. $693.7M options CALL+PUT | 8,070,258 | 1.15% | 31q | +14.6%+$425.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $2.6B incl. $95.1M options CALL | 7,765,901 | 2.02% | 32q | +2.7%+$68.4M |
| JANE STREET GROUP, LLC | $2.6B incl. $2.5B options CALL+PUT | 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 incl. $893.4M options CALL+PUT | 5,067,048 | 0.84% | 31q | +34.6%+$655.9M |
| HSBC HOLDINGS PLC | $2.4B incl. $68.9M options CALL+PUT | 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 |
| Sumitomo Mitsui Trust Group, Inc. | $1.9B | 5,907,580 | 1.10% | 31q | -3.3%-$66.4M |
| BANK OF MONTREAL /CAN/ | $1.9B incl. $8.7M options PUT | 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 incl. $1.2M options PUT | 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 incl. $1.6B options CALL+PUT | 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 incl. $1.4B options CALL+PUT | 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 |
| BESSEMER GROUP INC | $1.3B | 4,076,132 | 1.83% | 31q | -8.6%-$125.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.3B | 4,071,860 | 1.23% | 31q | -1.5%-$20.0M |
| AMERICAN CENTURY COMPANIES INC | $1.3B | 4,008,406 | 0.58% | 31q | +7.4%+$90.6M |
| PeakShares LLC | $1.3B | 4,006,000 | 0.98% | 3q | +107559.2%+$1.3B |
| 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 incl. $1.1B options CALL+PUT | 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 incl. $1.7K options PUT | 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 |
| Allianz Asset Management GmbH | $1.1B incl. $143.5M options CALL+PUT | 2,888,627 | 0.88% | 40q | -6.8%-$80.1M |
| FIFTH THIRD BANCORP | $1.1B | 3,276,170 | 1.74% | 31q | -1.0%-$10.3M |
| 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 |
| Corient Private Wealth LP | $1.0B | 3,103,189 | 1.41% | 15q | -1.7%-$17.5M |
| AVIVA PLC | $1.0B | 3,098,055 | 1.49% | 31q | HELD |
| DekaBank Deutsche Girozentrale | $1.0B | 3,427,167 | 1.70% | 31q | HELD |
| CREDIT AGRICOLE S A | $999.5M incl. $109.5M options CALL+PUT | 2,718,848 | 2.03% | 30q | +8.6%+$79.4M |
| TWO SIGMA INVESTMENTS, LP | $982.4M incl. $14.3M options CALL+PUT | 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 incl. $106.2M options CALL+PUT | 2,566,594 | 0.88% | 14q | +4.0%+$36.5M |
Showing the largest 100 of 5,197 reported holders. The count of 5,192 above leaves out 5 positions whose reported value failed our price check; they are listed here as filed.
Q2 2026 in brief
In Q2 2026, 5,192 managers that file Form 13F reported holding Jpmorgan Chase & Co (JPM), $669.5B in all, or about 74% of the shares outstanding. 238 managers opened a position and 171 sold out completely, against 5,125 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Altshuler Shaham Ltd ($117.8M), Mutual Of America Capital Management Llc ($99.2M) and Imc-Chicago, Llc ($91.5M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-15 | Erdoes Mary E. | CEO Asset & Wealth Management | Sold | 6,648 | $2.0M |
| 2026-05-15 | Lake Marianne | CEO CCB | Sold | 6,427 | $1.9M |
| 2026-06-22 | Friedman Stacey | General Counsel | Sold | 5,467 | $1.8M |
| 2026-05-15 | Petno Douglas B | Co-CEO CIB | Sold | 5,659 | $1.7M |
| 2026-05-20 | Friedman Stacey | General Counsel | Sold | 5,468 | $1.6M |
| 2026-05-15 | Beer Lori A | Chief Information Officer | Sold | 3,165 | $949.7K |
| 2026-08-11 | Leopold Robin | Head of Human Resources | Sold | 2,500 | $903.5K |
| 2026-09-10 | Leopold Robin | Head of Human Resources | Sold | 2,500 | $882.0K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 2,292 | $36.5B | 108,219,949 | 44 | 804 | 823 | 2.1% |
| Q2 2026 | 5,192 | $669.5B | 1,973,921,066 | 163 | 1,906 | 1,809 | 3.6% |
| Q1 2026 | 5,125 | $591.8B | 1,949,664,469 | 124 | 1,843 | 2,028 | 3.2% |
| Q4 2025 | 5,180 | $665.7B | 2,007,285,291 | 125 | 1,659 | 1,905 | 3.2% |
| Q3 2025 | 4,797 | $644.5B | 1,970,665,040 | 134 | 1,632 | 1,875 | 3.6% |
| Q2 2025 | 4,783 | $611.0B | 2,035,017,807 | 186 | 1,752 | 1,794 | 3.5% |
| Q1 2025 | 4,704 | $512.8B | 2,023,601,261 | 150 | 1,614 | 1,908 | 3.0% |
| Q4 2024 | 4,707 | $512.8B | 2,061,164,254 | 166 | 1,446 | 1,723 | 3.7% |
| Q3 2024 | 4,238 | $450.8B | 2,052,362,686 | 127 | 1,490 | 1,630 | 4.1% |
| Q2 2024 | 4,202 | $436.0B | 2,074,259,131 | 136 | 1,475 | 1,601 | 3.7% |
| Q1 2024 | 4,144 | $461.7B | 2,211,996,917 | 181 | 1,406 | 1,675 | 4.1% |
| Q4 2023 | 4,026 | $382.5B | 2,142,249,929 | 153 | 1,366 | 1,445 | 4.8% |
| Q3 2023 | 3,721 | $318.2B | 2,091,946,395 | 106 | 1,322 | 1,334 | 4.5% |
| Q2 2023 | 3,704 | $317.7B | 2,059,416,062 | 143 | 1,381 | 1,312 | 5.3% |
| Q1 2023 | 3,622 | $289.8B | 2,102,855,655 | 138 | 1,423 | 1,275 | 5.4% |
| Q4 2022 | 3,643 | $301.0B | 2,117,049,053 | 193 | 1,263 | 1,297 | 5.7% |
| Q3 2022 | 3,362 | $1.0T | 11,797,071,791 | 101 | 1,452 | 1,069 | 1.1% |
| Q2 2022 | 3,419 | $1.1T | 24,189,490,332 | 103 | 1,609 | 1,071 | 1.0% |
| Q1 2022 | 3,508 | $1.3T | 11,540,786,487 | 109 | 1,572 | 1,149 | 1.0% |
| Q4 2021 | 3,590 | $1.5T | 9,998,562,215 | 109 | 1,372 | 1,006 | 1.4% |
| Q3 2021 | 3,239 | $1.5T | 11,765,472,873 | 97 | 1,275 | 1,048 | 1.1% |
| Q2 2021 | 3,241 | $1.4T | 12,876,436,399 | 104 | 1,297 | 1,111 | 1.1% |
| Q1 2021 | 3,212 | $1.4T | 13,949,754,692 | 157 | 1,184 | 1,222 | 0.9% |
| Q4 2020 | 3,140 | $1.2T | 11,199,409,733 | 146 | 1,169 | 1,042 | 1.3% |
| Q3 2020 | 2,834 | $1.0T | 14,325,228,963 | 86 | 1,189 | 1,024 | 1.0% |
| Q2 2020 | 2,857 | $941.7B | 14,178,401,316 | 177 | 1,332 | 923 | 0.9% |
| Q1 2020 | 2,793 | $981.8B | 18,881,057,176 | 129 | 1,164 | 1,088 | 0.8% |
| Q4 2019 | 2,908 | $1.3T | 19,228,790,480 | 110 | 907 | 1,061 | 0.9% |
| Q3 2019 | 2,624 | $1.1T | 20,049,715,651 | 73 | 961 | 995 | 0.8% |
| Q2 2019 | 2,640 | $946.2B | 9,832,714,909 | 126 | 1,013 | 923 | 1.0% |
| Q1 2019 | 2,606 | $994.4B | 11,177,705,831 | 90 | 1,055 | 915 | 1.7% |
| Q4 2018 | 2,613 | $947.2B | 11,598,478,138 | 22 | 34 | 44 | 1.5% |