JPM
JPMorgan Chase & Co. · Financial Services · Banks - Diversified
Momentum inputs (comparable managers):
holder breadth +1.6% ·
share flow -1.1% ·
net new positions +2.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 191 | +5 | 1.54B | $503.33B | +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 | The Vanguard Group ✦ (passive) | 265.76M | -0.1% | $85.63B | 1.2% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 265.76M | -0.1% | $85.63B | 1.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 265.76M | -0.1% | $85.63B | 1.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 265.76M | -0.1% | $85.63B | 1.2% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 265.76M | -0.1% | $85.63B | 1.2% | ▼ Trim | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 265.76M | -0.1% | $85.63B | 1.2% | ▼ Trim | 3 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passive) | 265.76M | -0.1% | $85.63B | 1.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 29 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 211.60M | +1.1% | $68.18B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (passive) | 125.34M | +0.1% | $40.39B | 1.4% | ▲ Add | 5 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 66.39M | +1.4% | $21.39B | 1.3% | ▲ Add | 2 | SEC ↗ |
| 54 | Geode Capital Management ✦ (passive) | 61.27M | 0.0% | $19.67B | 1.2% | ▼ Trim | 7 | SEC ↗ |
| 55 | Geode Capital Management ✦ (passive) | 61.27M | 0.0% | $19.67B | 1.2% | ▼ Trim | 7 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 56.72M | — | $18.28B | 1.3% | n/c | 1 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 56.72M | — | $18.28B | 1.3% | n/c | 1 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 56.72M | — | $18.28B | 1.3% | n/c | 1 | SEC ↗ |
| 59 | Bank Of America Corp /De/ | 56.72M | — | $18.28B | 1.3% | n/c | 1 | SEC ↗ |
| 60 | Bank Of America Corp /De/ | 56.72M | — | $18.28B | 1.3% | n/c | 1 | SEC ↗ |
| 61 | Bank Of America Corp /De/ | 56.72M | — | $18.28B | 1.3% | n/c | 1 | SEC ↗ |
| 62 | Bank Of America Corp /De/ | 56.72M | — | $18.28B | 1.3% | n/c | 1 | SEC ↗ |
| 63 | Bank Of America Corp /De/ | 56.72M | — | $18.28B | 1.3% | n/c | 1 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 35.70M | -7.8% | $11.50B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 35.70M | -7.8% | $11.50B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 66 | Fidelity (FMR) ✦ | 35.70M | -7.8% | $11.50B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 35.70M | -7.8% | $11.50B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 35.70M | -7.8% | $11.50B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 35.70M | -7.8% | $11.50B | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 70 | Norges Bank ✦ (passive) | 35.37M | New | $11.40B | 1.2% | New | 1 | SEC ↗ |
| 71 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 72 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 73 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 74 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 75 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 76 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 77 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 78 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 79 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 80 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 81 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 82 | Northern Trust Corp | 31.67M | — | $10.21B | 1.3% | n/c | 1 | SEC ↗ |
| 83 | T. Rowe Price ✦ | 27.94M | -3.7% | $9.00B | 1.0% | ▼ Trim | 7 | SEC ↗ |
| 84 | T. Rowe Price ✦ | 27.94M | -3.7% | $9.00B | 1.0% | ▼ Trim | 7 | SEC ↗ |
| 85 | Capital International Investors | 26.63M | — | $8.58B | 1.3% | n/c | 1 | SEC ↗ |
| 86 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 87 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 88 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 89 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 90 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 91 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 92 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 93 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 94 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 95 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 96 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 97 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 98 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 99 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
| 100 | Royal Bank Of Canada | 24.08M | — | $7.76B | 1.4% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $11.40B | 1.2% |
Exited
| No tracked exits this quarter. |
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 · $903,518
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
JPMorgan Chase is hiring Dan McDow from Citigroup to head its east coast technology investment banking business…
Reuters