JPM
JPMorgan Chase & Co. · Financial Services · Banks - Diversified
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 2.50K sh · $882,026
Officer · 2.50K sh · $903,518
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
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