JPMORGAN CHASE & CO. JPM
$334.47
+0.1% 52w: $281.40 – $335.12
Latest 13F among current holders filed 20 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data281.40308.26335.12
Aug 18, 2025 Jul 2, 2026
Institutional holders
5.1K
-52 QoQ
13F value
$573.94B
-10.9% QoQ
Smart-money holders
753
signal tier ≥ 2
New smart buyers
26
Q1 2026
Options barometer
0.7×
$6.51B calls / $8.91B puts
Institutional value by quarter
Number of holders
Who owns JPM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 208.2M | $61.25B | 1.1% | -1.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 165.3M | $48.62B | — | — |
| STATE STREET CORP | Index provider | 124.3M | $36.56B | 1.3% | -0.9% |
| MORGAN STANLEY | Bank broker | 68.5M | $20.16B | 1.2% | +3.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 65.7M | $19.31B | 1.4% | +15.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 65.6M | $19.29B | — | — |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 62.6M | $18.34B | — | +2.1% |
| FMR LLC | Long only active | 31.4M | $9.25B | 0.5% | -12.0% |
| NORTHERN TRUST CORP | Index provider | 31.2M | $9.18B | 1.2% | -1.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 27.5M | $8.09B | 0.9% | -1.6% |
| Capital Research Global Investors | Long only active | 27.4M | $8.06B | 1.3% | +25.0% |
| ROYAL BANK OF CANADA | Bank broker | 23.9M | $7.03B | 1.3% | -0.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 23.4M | $6.90B | 0.9% | +7.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 23.0M | $6.77B | 1.4% | -0.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 21.1M | $6.21B | 1.1% | -9.9% |
| UBS Group AG | Bank broker | 19.1M | $5.62B | 1.0% | +1.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 19.1M | $5.62B | — | +1.9% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 19.0M | $5.58B | — | +3.3% |
| Legal & General Group Plc | Diversified mechanical | 18.8M | $5.54B | 1.3% | -0.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 18.7M | $5.50B | 1.1% | +14.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 17.1M | $5.03B | 1.2% | -11.6% |
| Fisher Asset Management, LLC | Long only active | 17.0M | $5.01B | 1.7% | +6.3% |
| SG Americas Securities, LLC | Diversified mechanical | 15.6M | $4.59B | 5.1% | +150.9% |
| Capital World Investors | Long only active | 15.4M | $4.54B | 0.6% | -15.0% |
| Nuveen, LLC | Diversified mechanical | 15.1M | $4.43B | 1.2% | +2.0% |
| FRANKLIN RESOURCES INC | Long only active | 15.0M | $4.42B | 1.1% | +21.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 14.7M | $4.33B | — | -5.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 14.5M | $4.25B | 1.3% | +0.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 14.1M | $4.15B | — | — |
| Capital International Investors | Long only active | 12.6M | $3.70B | 0.9% | -52.7% |
| BARCLAYS PLC | Bank broker | 12.4M | $3.65B | 1.3% | +27.3% |
| Invesco Ltd. | Index provider | 12.3M | $3.63B | 0.4% | -14.5% |
| DEUTSCHE BANK AG\ | Bank broker | 8.3M | $2.44B | 0.8% | -18.4% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 7.9M | $2.32B | 1.8% | -4.0% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Other | 7.6M | $2.23B | 2.0% | -17.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.2M | $2.12B | 0.6% | +6.1% |
| Boston Partners | Other | 7.1M | $2.08B | 2.2% | -2.5% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 7.0M | $2.07B | 1.4% | -11.0% |
| Amundi | Diversified mechanical | 7.0M | $2.05B | 0.6% | +3.2% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 6.9M | $2.04B | 3.4% | +31.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 6.7M | $1.97B | 3.1% | +1.7% |
| HSBC HOLDINGS PLC | Bank broker | 6.7M | $1.96B | 1.2% | -55.9% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 6.7M | $1.96B | 1.1% | -1.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 6.5M | $1.92B | 1.2% | +17.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 6.5M | $1.86B | 1.5% | -1.1% |
| California Public Employees Retirement System | Pension sovereign | 6.3M | $1.86B | — | -6.7% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 6.2M | $1.83B | — | +6.3% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 6.1M | $1.80B | — | -5.6% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 5.2M | $1.67B | 0.5% | -4.3% |
| BANK OF MONTREAL /CAN/ | Bank broker | 5.6M | $1.63B | 0.7% | -4.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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