Who owns JPMorgan Chase (JPM)
Which tracked institutional funds hold JPM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on JPM is one-sided between 2026-Q1 and 2026-Q2: 26 added or opened and 4245 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JPM’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 1.2% of its own reported 13F book, while the median holder sizes it at 1.3% of theirs — a 0.0pp gap the other way — the median holder sizes JPM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JPM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 5019 tracked filers holding JPM, 2337 increased or opened the position and 2565 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JPM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Temasek Holdings (Private) Ltd$10M
- Bridgewater Associates, LP$8M
Full exits 4236
- VANGUARD CAPITAL MANAGEMENT LLC$48.9B
- MORGAN STANLEY$20.2B
- VANGUARD PORTFOLIO MANAGEMENT LLC$19.6B
- BANK OF AMERICA CORP /DE/$19.4B
- GEODE CAPITAL MANAGEMENT, LLC$18.5B
- NORTHERN TRUST CORP$9.2B
Largest adds
- BlackRock, Inc.$7.0B
- STATE STREET CORP$4.5B
- NORGES BANK$3.2B
- Capital Research Global Investors$1.0B
- PRICE T ROWE ASSOCIATES INC /MD/$979M
- MARSHALL WACE, LLP$669M
Largest trims
- FMR LLC$681M
- D. E. Shaw & Co., Inc.$484M
- TUDOR INVESTMENT CORP ET AL$132M
- RENAISSANCE TECHNOLOGIES LLC$66M
- Hudson Bay Capital Management LP$29M
- MILLENNIUM MANAGEMENT LLC$12M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 206,290,537 | $67.5B | 14.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 165,278,733 | $48.6B | 10.6% | 2026-Q1 |
| STATE STREET CORP added | 125,209,293 | $41.0B | 8.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 65,660,460 | $19.3B | 4.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 62,550,814 | $18.3B | 4.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 31,221,042 | $9.2B | 2.0% | 2026-Q1 |
| Capital Research Global Investors added | 27,746,323 | $9.1B | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 23,892,148 | $7.0B | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 23,448,974 | $6.9B | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 23,000,631 | $6.8B | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 19,101,113 | $5.6B | 1.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 18,847,278 | $5.5B | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 18,698,779 | $5.5B | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 17,103,080 | $5.0B | 1.1% | 2026-Q1 |
| Fisher Asset Management, LLC added | 17,020,065 | $5.0B | 1.1% | 2026-Q1 |
| Capital World Investors trimmed | 14,473,602 | $4.7B | 1.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 15,025,584 | $4.4B | 1.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 14,662,099 | $4.3B | 0.9% | 2026-Q1 |
| Capital International Investors added | 12,663,449 | $4.1B | 0.9% | 2026-Q2 |
| Invesco Ltd. added | 12,502,439 | $4.1B | 0.9% | 2026-Q2 |
| BARCLAYS PLC added | 12,411,127 | $3.7B | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 8,311,386 | $2.4B | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 7,886,541 | $2.3B | 0.5% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 7,564,432 | $2.2B | 0.5% | 2026-Q1 |
| Boston Partners trimmed | 7,053,020 | $2.1B | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 7,041,516 | $2.1B | 0.5% | 2026-Q1 |
| Amundi added | 6,968,496 | $2.0B | 0.4% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 6,944,004 | $2.0B | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 6,687,348 | $2.0B | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 6,675,235 | $2.0B | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 6,659,286 | $2.0B | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 6,540,446 | $1.9B | 0.4% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 6,308,333 | $1.9B | 0.4% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 6,234,859 | $1.8B | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 6,110,549 | $1.8B | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 5,192,793 | $1.7B | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 5,555,718 | $1.6B | 0.4% | 2026-Q1 |
| National Pension Service added | 5,513,297 | $1.6B | 0.4% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 4,809,904 | $1.4B | 0.3% | 2026-Q1 |
| Unisphere Establishment | 4,800,000 | $1.4B | 0.3% | 2026-Q1 |
| Swedbank AB added | 4,607,397 | $1.4B | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 4,378,303 | $1.3B | 0.3% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 4,315,350 | $1.3B | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 4,175,138 | $1.2B | 0.3% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 4,132,836 | $1.2B | 0.3% | 2026-Q1 |
| Sanders Capital, LLC trimmed | 3,896,565 | $1.1B | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 3,849,282 | $1.1B | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 3,764,798 | $1.1B | 0.2% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 3,382,627 | $1.1B | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 3,696,591 | $1.1B | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 3,682,091 | $1.1B | 0.2% | 2026-Q1 |
| D1 Capital Partners L.P. added | 22,564,435 | $1.1B | 0.2% | 2026-Q2 |
| SC US (TTGP), LTD. trimmed | 27,928,385 | $1.0B | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 3,519,784 | $1.0B | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 3,427,167 | $1.0B | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,957,516 | $968M | 0.2% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP added | 2,899,386 | $949M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 3,194,329 | $940M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,842,230 | $930M | 0.2% | 2026-Q2 |
| Corient Private Wealth LLC added | 3,156,561 | $928M | 0.2% | 2026-Q1 |
| Fayez Sarofim & Co trimmed | 3,129,122 | $920M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 3,127,513 | $920M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 3,107,487 | $915M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 3,108,545 | $914M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 3,101,015 | $912M | 0.2% | 2026-Q1 |
| AVIVA PLC added | 3,099,451 | $912M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 3,085,976 | $908M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 3,020,438 | $888M | 0.2% | 2026-Q1 |
| APG Asset Management N.V. added | 3,362,145 | $858M | 0.2% | 2026-Q1 |
| Capital Wealth Planning, LLC added | 2,873,074 | $845M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 2,870,768 | $844M | 0.2% | 2026-Q1 |
| AXIOM INVESTORS LLC /DE added | 2,856,017 | $840M | 0.2% | 2026-Q1 |
| FIL Ltd trimmed | 2,855,750 | $840M | 0.2% | 2026-Q1 |
| Rathbones Group PLC trimmed | 2,715,472 | $799M | 0.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 2,712,640 | $798M | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 2,690,763 | $792M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,662,407 | $783M | 0.2% | 2026-Q1 |
| S&G Foundation new | 2,617,548 | $770M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 2,514,182 | $740M | 0.2% | 2026-Q1 |
| CREDIT AGRICOLE S A trimmed | 2,502,919 | $736M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 2,467,644 | $726M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 2,214,465 | $725M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,415,579 | $711M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 2,415,266 | $710M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,409,554 | $709M | 0.2% | 2026-Q1 |
| NATIXIS added | 2,405,450 | $708M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 2,390,561 | $703M | 0.2% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 2,384,247 | $701M | 0.2% | 2026-Q1 |
| Aberdeen Group plc added | 2,361,373 | $695M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 2,307,253 | $679M | 0.1% | 2026-Q1 |
| Ninety One UK Ltd added | 2,305,629 | $678M | 0.1% | 2026-Q1 |
| DANSKE BANK A/S added | 2,294,132 | $675M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 2,254,838 | $666M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 2,226,667 | $655M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 2,244,107 | $654M | 0.1% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 2,219,889 | $653M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 265,758,185 | $85.6B | 18.6% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 3,155,380 | $1.0B | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 2,204,020 | $710M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.