JPM Institutional Ownership & Shareholders
JPMORGAN CHASE & CO (JPM) is currently held by 5,092 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $633.11B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of JPM tracked by InsiderSet, reporting ownership valued at approximately $67.53B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $69.59B, representing an estimated gain of +3.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed JPM value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in JPMORGAN CHASE & CO (JPM).
This page ranks the largest institutional JPM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
5,092
Total Reported Value
$633.11B
Largest Holder
Blackrock, Inc.
Largest Position
$67.53B
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 1.01% | 206,290,537 | $67,525,081,319 | $69,590,049,752 | +$2,064,968,433 | +3.06% | |
| Vanguard Capital Management Llc | 1.13% | 161,586,023 | $52,891,952,909 | $54,509,428,999 | +$1,617,476,090 | +3.06% | |
| State Street Corp | 1.21% | 125,209,293 | $40,984,757,878 | $42,238,102,901 | +$1,253,345,023 | +3.06% | |
| Bank Of America Corp | 1.47% | 69,666,753 | $22,804,018,083 | $23,501,382,457 | +$697,364,374 | +3.06% | |
| Morgan Stanley | 1.16% | 67,092,426 | $21,961,364,484 | $22,632,958,987 | +$671,594,503 | +3.06% | |
| Vanguard Portfolio Management Llc | 0.97% | 65,819,503 | $21,544,697,917 | $22,203,551,142 | +$658,853,225 | +3.06% | |
| Geode Capital Management, Llc | 1.06% | 62,071,094 | $20,472,066,273 | $20,939,062,850 | +$466,996,577 | +2.28% | |
| Norges Bank | 1.18% | 36,122,327 | $11,823,921,297 | $12,185,505,790 | +$361,584,493 | +3.06% | |
| Fmr Llc | 0.74% | 47,005,308 | $11,530,402,042 | $15,856,770,601 | +$4,326,368,559 | +37.52% | |
| Northern Trust Corp | 1.17% | 30,677,237 | $10,041,579,987 | $10,348,659,130 | +$307,079,143 | +3.06% | |
| Capital Research Global Investors | 1.27% | 27,746,323 | $9,082,316,516 | $9,359,944,601 | +$277,628,085 | +3.06% | |
| Price T Rowe Associates Inc | 0.91% | 27,686,080 | $9,062,486,000 | $9,339,622,227 | +$277,136,227 | +3.06% | |
| Goldman Sachs Group Inc | 0.87% | 25,300,855 | $8,281,728,759 | $8,534,990,426 | +$253,261,667 | +3.06% | |
| Wells Fargo & Company/Mn | 1.33% | 23,350,060 | $7,643,174,995 | $7,876,909,240 | +$233,734,245 | +3.06% | |
| Royal Bank Of Canada | 1.26% | 22,764,634 | $7,451,548,000 | $7,679,421,634 | +$227,873,634 | +3.06% | |
| Bank Of New York Mellon Corp | 1.18% | 21,663,121 | $7,166,810,488 | $7,307,837,238 | +$141,026,750 | +1.97% | |
| Charles Schwab Investment Management Inc | 0.84% | 19,187,267 | $6,281,082,303 | $6,472,632,650 | +$191,550,347 | +3.05% | |
| Dimensional Fund Advisors Lp | 1.14% | 18,914,624 | $6,258,300,331 | $6,380,659,260 | +$122,358,929 | +1.96% | |
| Ubs Group Ag | 0.98% | 18,807,767 | $6,156,346,372 | $6,344,612,120 | +$188,265,748 | +3.06% | |
| Fisher Asset Management, Llc | 1.69% | 17,749,268 | $5,871,990,571 | $5,987,538,067 | +$115,547,496 | +1.97% | |
| Legal & General Group Plc | 1.22% | 17,895,549 | $5,857,750,050 | $6,036,884,500 | +$179,134,450 | +3.06% | |
| Ameriprise Financial Inc | 1.15% | 17,323,113 | $5,675,149,778 | $5,843,778,939 | +$168,629,161 | +2.97% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 1.14% | 18,698,779 | $5,500,432,832 | $6,307,846,108 | +$807,413,276 | +14.68% | |
| Raymond James Financial Inc | 1.32% | 14,783,980 | $4,839,240,243 | $4,987,227,813 | +$147,987,570 | +3.06% | |
| Capital World Investors | 0.56% | 14,473,602 | $4,737,880,507 | $4,882,524,899 | +$144,644,392 | +3.05% | |
| Nuveen, Llc | 1.12% | 14,324,700 | $4,688,903,859 | $4,832,294,298 | +$143,390,439 | +3.06% | |
| Vanguard Fiduciary Trust Co | 1.01% | 13,967,087 | $4,571,846,588 | $4,711,657,129 | +$139,810,541 | +3.06% | |
| Sg Americas Securities, Llc | 2.47% | 13,150,448 | $4,304,536,000 | $4,436,172,128 | +$131,636,128 | +3.06% | |
| Capital International Investors | 0.86% | 12,663,449 | $4,146,179,662 | $4,271,887,886 | +$125,708,224 | +3.03% | |
| Invesco Ltd. | 0.32% | 12,502,439 | $4,092,423,282 | $4,217,572,772 | +$125,149,490 | +3.06% | |
| Massachusetts Financial Services Co | 1.28% | 12,270,986 | $4,026,741,252 | $4,139,494,417 | +$112,753,165 | +2.80% | |
| Barclays Plc | 1.11% | 9,977,398 | $3,300,822,582 | $3,365,775,441 | +$64,952,859 | +1.97% | |
| Deutsche Bank Ag\ | 0.75% | 8,190,896 | $2,709,794,125 | $2,763,116,857 | +$53,322,732 | +1.97% | |
| Neuberger Berman Group Llc | 1.97% | 8,214,514 | $2,647,022,226 | $2,771,084,153 | +$124,061,927 | +4.69% | |
| Bnp Paribas Financial Markets | 1.38% | 8,070,258 | $2,641,637,551 | $2,722,420,834 | +$80,783,283 | +3.06% | |
| Canada Pension Plan Investment Board | 1.45% | 8,020,990 | $2,625,510,657 | $2,705,800,767 | +$80,290,110 | +3.06% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 2.00% | 7,765,901 | $2,542,012,138 | $2,619,749,043 | +$77,736,905 | +3.06% | |
| Boston Partners | 2.15% | 7,360,355 | $2,415,245,686 | $2,482,942,156 | +$67,696,470 | +2.80% | |
| Envestnet Asset Management Inc | 0.56% | 7,273,067 | $2,380,687,459 | $2,453,496,422 | +$72,808,963 | +3.06% | |
| Hsbc Holdings Plc | 1.14% | 7,251,175 | $2,377,393,429 | $2,446,111,375 | +$68,717,946 | +2.89% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 1.19% | 6,985,430 | $2,310,989,807 | $2,356,464,956 | +$45,475,149 | +1.97% | |
| Amundi | 0.45% | 6,773,033 | $2,240,722,606 | $2,284,814,952 | +$44,092,346 | +1.97% | |
| Baird Financial Group, Inc. | 3.06% | 6,806,039 | $2,227,820,767 | $2,295,949,196 | +$68,128,429 | +3.06% | |
| Schroder Investment Management Group | 1.52% | 6,567,996 | $2,149,902,131 | $2,215,647,771 | +$65,745,640 | +3.06% | |
| Bank Of Montreal | 0.69% | 5,811,029 | $1,902,124,060 | $1,960,292,523 | +$58,168,463 | +3.06% | |
| Sumitomo Mitsui Trust Group, Inc. | 1.08% | 5,696,105 | $1,884,442,417 | $1,921,524,061 | +$37,081,644 | +1.97% | |
| California Public Employees Retirement System | 1.04% | 5,652,111 | $1,850,105,494 | $1,906,683,125 | +$56,577,631 | +3.06% | |
| National Pension Service | 1.17% | 5,549,588 | $1,816,546,640 | $1,872,098,016 | +$55,551,376 | +3.06% | |
| Pnc Financial Services Group, Inc. | 1.05% | 5,481,081 | $1,813,306,081 | $1,848,987,865 | +$35,681,784 | +1.97% | |
| Lpl Financial Llc | 0.39% | 5,446,751 | $1,801,948,527 | $1,837,406,982 | +$35,458,455 | +1.97% |
Frequently asked questions about JPM
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Who are the largest institutional holders of JPM?
The largest institutional holders of JPM reported in the latest SEC Form 13F filings include Blackrock, Inc. , Vanguard Capital Management Llc , State Street Corp , Bank Of America Corp , and Morgan Stanley . InsiderSet ranks institutional holders by their latest reported JPM position.
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What is JPM institutional ownership?
This page tracks JPM positions reported by institutional investment managers through SEC Form 13F. JPMORGAN CHASE & CO (JPM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
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How many institutions own JPM?
InsiderSet currently tracks 5,092 institutional managers reporting JPM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JPM shareholders.
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How much JPM stock do institutions own?
Institutional investment managers disclosed approximately $633.11B in JPM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
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When was JPM institutional ownership last updated?
The latest JPM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
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Are institutional JPM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JPM position after the reporting date.
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Are institutions buying or selling JPM?
Institutional buying and selling can be analyzed by comparing JPM positions across consecutive 13F reporting periods. InsiderSet's JPM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JPM ownership changes.
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How has JPM institutional ownership changed over time?
InsiderSet tracks JPM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.