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Security record · archived quarter

JPM

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

356.59 0.0% mkt cap $955.49B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
188Tracked holders
+3Δ holders
1.66BShares held
$533.95BReported value
+4New positions
−0Exits
Stable Conviction score 49/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
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.

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)

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
Aug 25 JPMorgan hiring Citigroup's McDow to run east coast tech investment bank, memo says ↗

JPMorgan Chase is hiring Dan McDow from Citigroup to ​head its east coast technology investment banking ‌business…

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: Q4 2025 · Methodology · Get this via the API