★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record

JPM

JPMorgan Chase & Co. · Financial Services · Banks - Diversified

332.99 +0.5% mkt cap $892.25B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
191Tracked holders
+5Δ holders
1.54BShares held
$503.35BReported value
+7New positions
−1Exits
Stable Conviction score 45/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.7% · share flow -0.6% · net new positions +3.1% — formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 191 +5 1.54B $503.35B +7 −1
Q1 2026 188 -1 1.52B $447.07B +1 −3
Q4 2025 188 +3 1.66B $533.95B +4 —
Q3 2025 27 -2 898.10M $283.22B — −3
Q2 2025 27 -1 850.32M $246.44B — −1
Q1 2025 25 +3 335.41M $82.22B +3 —
Q4 2024 22 -1 348.69M $83.55B — −1
Q3 2024 22 +1 227.36M $47.89B +1 —
Q2 2024 21 — 234.49M $47.39B — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 206.29M -0.9% $67.53B 1.0% ▼ Trim 5 SEC ↗ ×23
2 Vanguard Capital Management Llc 161.59M -2.2% $52.89B 1.1% ▼ Trim 2 SEC ↗
3 State Street Global Advisors ✦ (passive) 125.21M +0.8% $40.98B 1.2% ▲ Add 7 SEC ↗
4 Bank Of America Corp /De/ 69.67M +6.1% $22.80B 1.5% ▲ Add 3 SEC ↗ ×8
5 Morgan Stanley ✦ 67.09M -2.1% $21.96B 1.2% ▼ Trim 4 SEC ↗ ×21
6 Geode Capital Management ✦ (passive) 61.71M -1.4% $20.13B 1.1% ▼ Trim 9 SEC ↗ ×2
7 Norges Bank ✦ (passive) 36.12M New $11.82B 1.2% New 1 SEC ↗
8 Northern Trust Corp 30.68M -1.7% $10.04B 1.2% ▼ Trim 3 SEC ↗ ×12
9 Capital Research Global Investors 27.75M +1.2% $9.08B 1.3% ▲ Add 3 SEC ↗
10 T. Rowe Price ✦ 27.69M +0.7% $9.06B 0.9% ▲ Add 9 SEC ↗ ×2
11 Fidelity (FMR) ✦ 26.30M -16.3% $8.61B 0.4% ▼ Trim 5 SEC ↗ ×6
12 Goldman Sachs Group ✦ 25.30M +7.9% $8.28B 0.9% ▲ Add 4 SEC ↗ ×8
13 Wells Fargo & Company/Mn 23.35M +1.5% $7.64B 1.3% ▲ Add 3 SEC ↗ ×6
14 Royal Bank Of Canada 22.76M -4.7% $7.45B 1.3% ▼ Trim 3 SEC ↗ ×19
15 Bank of New York Mellon Corp 21.64M +2.6% $7.08B 1.2% ▲ Add 3 SEC ↗ ×30
16 Dimensional Fund Advisors Lp 19.42M +2.4% $6.36B 1.2% ▲ Add 3 SEC ↗ ×5
17 Charles Schwab Investment… 19.19M +0.5% $6.28B 0.8% ▲ Add 3 SEC ↗ ×3
18 UBS AM, a distinct business unit of… 18.83M +0.7% $6.16B 1.1% ▲ Add 3 SEC ↗ ×12
19 UBS Group AG 18.81M -1.6% $6.16B 1.0% ▼ Trim 3 SEC ↗ ×13
20 Legal & General Group Plc 17.90M -5.0% $5.86B 1.2% ▼ Trim 3 SEC ↗ ×3
21 Fisher Asset Management ✦ 17.43M +2.4% $5.70B 1.7% ▲ Add 9 SEC ↗
22 Ameriprise Financial Inc 17.32M +1.3% $5.68B 1.1% ▲ Add 3 SEC ↗ ×8
23 Franklin Resources Inc 15.01M -0.1% $4.91B 1.1% ▼ Trim 3 SEC ↗ ×16
24 Raymond James Financial Inc 14.78M +2.1% $4.84B 1.3% ▲ Add 3 SEC ↗ ×7
25 Capital World Investors ✦ 14.47M -6.2% $4.74B 0.6% ▼ Trim 9 SEC ↗
26 Nuveen, LLC 14.32M -4.9% $4.69B 1.1% ▼ Trim 3 SEC ↗ ×4
27 Capital International Investors 12.66M +0.5% $4.15B 0.9% ▲ Add 3 SEC ↗
28 Invesco Ltd. 12.50M +1.2% $4.09B 0.3% ▲ Add 3 SEC ↗ ×23
29 Massachusetts Financial Services Co… 12.27M -16.3% $4.03B 1.3% ▼ Trim 3 SEC ↗ ×8
30 Barclays Plc 9.61M -22.6% $3.14B 1.0% ▼ Trim 3 SEC ↗ ×6
31 Bnp Paribas Financial Markets 8.07M +14.6% $2.64B 1.4% ▲ Add 3 SEC ↗
32 Canada Pension Plan Investment Board 8.02M +22.9% $2.63B 1.5% ▲ Add 3 SEC ↗
33 Neuberger Berman Group LLC 7.98M +1.1% $2.61B 1.7% ▲ Add 3 SEC ↗ ×2
34 Amundi 7.97M +14.3% $2.61B 0.6% ▲ Add 3 SEC ↗ ×12
35 Deutsche Bank Ag\ 7.91M -4.8% $2.59B 0.8% ▼ Trim 3 SEC ↗ ×20
36 DZ BANK AG Deutsche Zentral… 7.77M +2.7% $2.54B 2.0% ▲ Add 3 SEC ↗ ×7
37 Boston Partners 7.36M +4.4% $2.42B 2.1% ▲ Add 3 SEC ↗ ×4
38 Envestnet Asset Management Inc 7.27M +1.1% $2.38B 0.6% ▲ Add 3 SEC ↗
39 Hsbc Holdings Plc 7.25M +8.7% $2.38B 1.1% ▲ Add 3 SEC ↗ ×19
40 Baird Financial Group, Inc. 6.81M +1.8% $2.23B 3.1% ▲ Add 3 SEC ↗ ×2
41 Mitsubishi UFJ Asset Management… 6.65M +6.6% $2.18B 1.2% ▲ Add 3 SEC ↗
42 Schroder Investment Management Group 6.57M +0.4% $2.15B 1.5% ▲ Add 2 SEC ↗ ×10
43 Pnc Financial Services Group, Inc. 6.51M -2.3% $2.13B 1.1% ▼ Trim 3 SEC ↗ ×15
44 Sumitomo Mitsui Trust Group, Inc. 5.91M -3.3% $1.93B 1.1% ▼ Trim 3 SEC ↗
45 Bank Of Montreal /Can/ 5.81M +4.6% $1.90B 0.7% ▲ Add 3 SEC ↗ ×9
46 California Public Employees… 5.65M -10.4% $1.85B 1.0% ▼ Trim 3 SEC ↗
47 National Pension Service 5.55M +0.7% $1.82B 1.2% ▲ Add 3 SEC ↗
48 Healthcare Of Ontario Pension Plan… 5.33M -23.3% $1.74B 2.5% ▼ Trim 3 SEC ↗
49 LPL Financial LLC 5.25M -2.6% $1.72B 0.4% ▼ Trim 3 SEC ↗
50 JPMorgan Chase ✦ 5.13M +1.4% $1.69B 0.1% ▲ Add 4 SEC ↗ ×12
51 Citigroup Inc 5.07M +34.6% $1.66B 0.8% ▲ Add 3 SEC ↗ ×4
52 Alliancebernstein L.P. 5.52M +6.4% $1.62B 0.5% ▲ Add 3 SEC ↗
53 Principal Financial Group Inc 4.82M -2.8% $1.58B 0.8% ▼ Trim 3 SEC ↗ ×5
54 Swedbank AB 4.69M +1.8% $1.54B 1.3% ▲ Add 3 SEC ↗ ×3
55 Rhumbline Advisers 4.51M -2.2% $1.48B 1.1% ▼ Trim 3 SEC ↗
56 Clearbridge Investments, LLC 4.17M -3.3% $1.37B 1.1% ▼ Trim 3 SEC ↗ ×2
57 Wellington Management ✦ 4.12M +7.8% $1.35B 0.2% ▲ Add 9 SEC ↗ ×7
58 American Century Companies Inc 4.01M +7.4% $1.31B 0.6% ▲ Add 3 SEC ↗
59 Stifel Financial Corp 3.87M +0.4% $1.27B 1.1% ▲ Add 3 SEC ↗ ×8
60 Voya Investment Management Llc 3.86M +4.8% $1.26B 1.2% ▲ Add 3 SEC ↗ ×3
61 Sanders Capital, LLC 3.84M -1.5% $1.26B 1.3% ▼ Trim 3 SEC ↗
62 CIBC Bancorp USA Inc. 3.83M -12.6% $1.25B 1.6% ▼ Trim 2 SEC ↗ ×3
63 Nordea Investment Management Ab 3.71M +2.0% $1.22B 1.0% ▲ Add 3 SEC ↗ ×3
64 National Bank Of Canada /Fi/ 3.53M -4.5% $1.16B 1.0% ▼ Trim 3 SEC ↗ ×5
65 Td Asset Management Inc 3.52M -19.6% $1.15B 1.0% ▼ Trim 3 SEC ↗
66 Us Bancorp \De\ 3.49M -0.9% $1.14B 1.2% ▼ Trim 3 SEC ↗ ×4
67 PRIMECAP Management ✦ 3.38M -0.6% $1.11B 0.7% ▼ Trim 9 SEC ↗
68 Fifth Third Bancorp 3.28M -0.9% $1.07B 1.7% ▼ Trim 3 SEC ↗
69 Corient Private Wealth LP 3.23M +2.3% $1.06B 1.4% ▲ Add 3 SEC ↗ ×3
70 Fayez Sarofim & Co 3.21M +2.7% $1.05B 2.5% ▲ Add 3 SEC ↗ ×4
71 Mariner, LLC 3.16M +2.4% $1.03B 1.1% ▲ Add 3 SEC ↗ ×3
72 Truist Financial Corp 3.12M +0.4% $1.02B 1.2% ▲ Add 3 SEC ↗ ×3
73 Aviva Plc 3.10M -0.1% $1.01B 1.5% ▼ Trim 3 SEC ↗
74 Robeco Institutional Asset… 2.99M -0.5% $979.10M 1.2% ▼ Trim 3 SEC ↗
75 New York State Common Retirement… 2.97M -7.1% $971.10M 1.2% ▼ Trim 3 SEC ↗
76 FIL Ltd 2.97M +3.8% $970.59M 0.7% ▲ Add 3 SEC ↗ ×4
77 Two Sigma Investments ✦ 2.96M -10.7% $968.08M 0.8% ▼ Trim 9 SEC ↗
78 Focus Partners Wealth 2.91M -6.2% $953.84M 1.0% ▼ Trim 3 SEC ↗
79 Viking Global Investors ✦ 2.90M +7.2% $949.06M 2.7% ▲ Add 9 SEC ↗
80 Allianz Asset Management GmbH 2.89M -6.8% $945.53M 0.9% ▼ Trim 3 SEC ↗ ×6
81 AQR Capital Management ✦ 2.84M +74.4% $930.35M 0.3% ▲ Add 9 SEC ↗ ×12
82 Ensign Peak Advisors, Inc 2.77M -8.2% $907.84M 1.5% ▼ Trim 3 SEC ↗
83 1832 Asset Management L.P. 2.75M +36.9% $898.67M 1.1% ▲ Add 3 SEC ↗
84 Credit Agricole S A 2.72M +8.6% $889.96M 2.3% ▲ Add 3 SEC ↗ ×8
85 HighTower Advisors, LLC 2.63M -1.4% $859.70M 0.8% ▼ Trim 3 SEC ↗
86 Bank Of Nova Scotia 2.60M -9.5% $850.04M 1.3% ▼ Trim 3 SEC ↗ ×4
87 Qube Research & Technologies Ltd 2.57M +4.0% $840.12M 0.9% ▲ Add 3 SEC ↗
88 Manufacturers Life Insurance… 2.47M -1.6% $809.64M 0.6% ▼ Trim 3 SEC ↗
89 Rockefeller Capital Management L.P. 2.46M +2.1% $805.14M 1.2% ▲ Add 3 SEC ↗ ×7
90 Victory Capital Management Inc 2.45M +1.4% $801.42M 0.5% ▲ Add 3 SEC ↗
91 Adage Capital Partners ✦ 2.39M -1.1% $782.24M 1.1% ▼ Trim 9 SEC ↗
92 Danske Bank A/S 2.38M +3.8% $779.52M 1.6% ▲ Add 3 SEC ↗ ×3
93 Aberdeen Group plc 2.38M +0.8% $779.38M 1.1% ▲ Add 3 SEC ↗ ×3
94 Russell Investments Group, Ltd. 2.36M +5.2% $773.83M 0.7% ▲ Add 3 SEC ↗ ×22
95 Cibc World Market Inc. 2.31M -14.0% $757.33M 1.3% ▼ Trim 3 SEC ↗
96 State Board Of Administration Of… 2.28M -4.5% $745.06M 1.2% ▼ Trim 3 SEC ↗
97 Blair William & Co/Il 2.27M -1.6% $743.16M 1.9% ▼ Trim 3 SEC ↗
98 Citadel Advisors ✦ 2.21M -8.9% $724.86M 0.4% ▼ Trim 9 SEC ↗
99 First Trust Advisors Lp 2.20M -1.5% $721.14M 0.4% ▼ Trim 3 SEC ↗
100 Jones Financial Companies Lllp 2.18M +10.9% $717.37M 0.3% ▲ Add 3 SEC ↗ ×2

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $11.82B 1.2%

Exited

Group One Trading Llc $7.86M was 0.3%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 1.85K shares, $36,037 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 10 Leopold Robin

Officer · 2.50K sh · $882,026

Aug 11 Leopold Robin

Officer · 2.50K sh · $903,518

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

In the news
Oct 09 Revolut CEO Aims To Rival JPMorgan, American Express ↗

Revolut CEO Nik Storonsky says he wants his fast-growing fintech to 'dominate' the US market and take on established…

Bloomberg Technology
Oct 08 JPMorgan appoints Eleni Skoura as Chase Germany head, memo says ↗

JPMorgan Chase has appointed Eleni Skoura as head of its Chase business in Germany, ​succeeding Daniel Llano Manibardo…

Reuters
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API