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JPM — JPMORGAN CHASE & CO

Reported value held$355.00B
Funds holding (latest)62
SectorFinancials

Index member: S&P 500

Funds holding (Q2 2026)56
Institutional value$268.13B · 846.93M sh
New / Add / Cut / Exit5 / 26 / 20 / 1
Top-5 / Top-10 concentration53.8% / 70.8%
Institutional holdings change Accumulating +5.3% (+42.41M sh)
Institutional value change Up +17.3%

As of Q2 2026, 56 SEC-registered investment managers reported holding JPM (JPMORGAN CHASE & CO) in their latest 13F filings, with a combined reported value of $268.13B across 846.93M shares. That is +5.3% by share count (+42.41M shares) versus the previous quarter, while reported value moved +17.3%. Ownership is concentrated: the five largest holders account for 53.8% of reported value and the top ten for 70.8%.

Compared with the prior quarter, 5 opened new positions, 26 added to existing stakes, 20 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

JPM is a constituent of the S&P 500 and is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 265.76M $85.63B 1.24% Hold
BlackRock Inc history Q2 2026 206.29M $67.53B 1.06% Reduce
Bank of America Corp history Q2 2026 69.67M $22.80B 1.52% Add
Morgan Stanley history Q2 2026 67.09M $21.96B 1.22% Reduce
Geode Capital Management history Q2 2026 61.71M $20.13B 1.07% Reduce
Norges Bank Investment Management history Q2 2026 36.12M $11.82B 1.18% Add
Northern Trust Corp history Q2 2026 30.68M $10.04B 1.17% Reduce
Capital Research Global Investors history Q2 2026 27.75M $9.08B 1.33% Add
UBS Group AG history Q2 2026 27.27M $8.93B 1.20% Add
Goldman Sachs Group history Q2 2026 27.04M $8.85B 0.80% Add
Fidelity Management & Research (FMR) history Q2 2026 26.30M $8.61B 0.41% Reduce
Wells Fargo & Co history Q2 2026 24.11M $7.89B 1.33% Add
BNY Mellon history Q2 2026 21.64M $7.08B 1.18% Add
Charles Schwab Investment Management history Q2 2026 19.19M $6.28B 0.84% Hold
Legal & General Investment Management America history Q2 2026 17.90M $5.86B 1.22% Reduce
Franklin Resources history Q2 2026 15.01M $4.91B 1.12% Hold
Capital World Investors history Q2 2026 14.47M $4.74B 0.59% Reduce
Citadel Advisors history Q2 2026 12.65M $4.14B 0.49% Add
Invesco Ltd history Q2 2026 12.50M $4.09B 0.34% Add
MFS Investment Management history Q2 2026 12.27M $4.03B 1.34% Reduce

View all 62 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 203.84M 206.69M 208.52M 206.16M 209.19M 211.95M 208.26M 206.29M
Bank of America Corp 53.70M 52.17M 55.67M 59.16M 55.55M 57.67M 65.59M 59.22M 54.85M 54.08M 53.07M 53.34M 53.50M 53.30M 49.17M 58.45M 58.92M 56.72M 65.66M 69.67M
Morgan Stanley 38.20M 39.68M 39.49M 49.66M 50.96M 59.05M 60.42M 62.74M 62.94M 64.84M 66.73M 68.21M 69.22M 68.84M 69.35M 66.99M 65.45M 66.39M 68.54M 67.09M
Geode Capital Management 47.12M 47.81M 48.49M 49.18M 50.17M 51.25M 52.31M 53.37M 54.33M 55.32M 56.91M 57.84M 58.34M 59.22M 60.83M 61.13M 61.28M 61.27M 62.55M 61.71M
Norges Bank Investment Management — — — — — 29.04M — — — 35.37M — 37.06M — 34.67M — 35.51M — 35.37M — 36.12M
Northern Trust Corp 37.19M 36.56M 35.92M 34.79M 34.01M 33.72M 33.22M 32.22M 33.09M 31.96M 30.78M 30.62M 29.33M 33.85M 33.12M 32.54M 32.36M 31.67M 31.22M 30.68M
Capital Research Global Investors 35.30M 35.02M 36.61M 20.53M 12.91M 16.72M 15.02M 14.78M 14.65M 13.95M 17.20M 19.96M 20.93M 22.84M 21.40M 23.51M 23.01M 21.93M 27.41M 27.75M
UBS Group AG 19.60M 22.06M 23.95M 20.51M 20.20M 21.79M 19.21M 18.95M 19.98M 22.10M 21.97M 22.25M 23.89M 25.41M 25.34M 22.76M 22.54M 21.93M 21.61M 27.27M
Goldman Sachs Group 16.08M 16.59M 18.60M 17.26M 18.94M 18.42M 21.36M 19.69M 19.81M 20.10M 18.04M 18.91M 20.43M 21.19M 20.55M 21.94M 23.69M 23.17M 24.94M 27.04M
Fidelity Management & Research (FMR) 45.14M 45.94M 41.28M 37.98M 39.31M 44.81M 42.26M 48.81M 49.42M 52.61M 55.36M 53.11M 48.33M 48.21M 47.01M 42.04M 38.74M 35.70M 31.43M 26.30M
Wells Fargo & Co 1.70K 13.60K 27.06M 26.20M 25.73M 25.56M 25.29M 24.90M 24.83M 25.03M 24.98M 24.76M 24.68M 24.38M 24.07M 23.73M 23.27M 23.13M 23.03M 24.11M
BNY Mellon 30.87M 30.54M 27.53M 28.53M 27.99M 30.88M 30.92M 30.04M 29.13M 28.81M 27.89M 27.30M 25.16M 24.35M 24.80M 23.42M 22.23M 23.42M 21.10M 21.64M
Charles Schwab Investment Management 17.53M 17.80M 18.61M 18.93M 19.57M 20.08M 20.20M 20.11M 20.02M 20.17M 20.23M 20.21M 20.03M 20.10M 19.85M 19.79M 18.82M 18.75M 19.10M 19.19M
Legal & General Investment Management America 19.49M 19.01M 20.31M 21.16M 20.11M 18.95M 19.18M 19.93M 18.75M 23.41M 24.36M 23.87M 23.20M 18.61M 18.95M 18.30M 18.91M 19.02M 18.85M 17.90M
Franklin Resources 15.52M 16.71M 16.30M 19.74M 11.76M 15.03M 14.14M 14.24M 13.90M 12.63M 14.65M 14.06M 15.11M 13.68M 13.25M 13.02M 12.60M 12.42M 15.03M 15.01M
Capital World Investors 74.30M 66.18M 45.16M 39.26M 38.99M 53.07M 40.54M 38.36M 37.27M 34.27M 34.42M 36.72M 34.36M 28.87M 25.18M 24.26M 24.10M 18.14M 15.42M 14.47M
Citadel Advisors 9.43M 6.94M 10.12M 12.15M 18.07M 15.64M 17.39M 15.87M 16.04M 17.23M 15.58M 11.46M 9.28M 10.11M 10.57M 12.52M 9.98M 12.09M 12.09M 12.65M
Invesco Ltd 15.45M 14.02M 13.01M 12.63M 13.36M 13.80M 13.05M 14.28M 14.55M 14.62M 13.23M 13.25M 13.44M 13.21M 13.75M 14.33M 14.66M 14.45M 12.35M 12.50M
MFS Investment Management 33.54M 33.38M — 32.90M 32.87M 32.22M 31.84M 31.40M 30.57M 29.50M 28.83M 27.96M 24.94M 21.83M 18.20M 17.37M 16.42M 15.52M 14.66M 12.27M
CPP Investments 5.47M 5.41M 3.72M 3.86M 3.97M 2.59M 1.73M 2.00M 2.76M 2.91M 3.11M 3.35M 4.12M 3.86M 4.17M 4.47M 5.71M 5.57M 6.52M 8.02M

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