JPM JPMorgan Chase & Co.
JPMorgan Chase & Co. (JPM) Institutional Ownership
What the institutions did with JPM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 62.1M | 16.6% |
| Bank of New York Mellon Corp | 21.7M | 5.8% |
| DIMENSIONAL FUND ADVISORS LP | 18.9M | 5.1% |
| Fisher Asset Management, LLC | 17.7M | 4.7% |
| BARCLAYS PLC | 10.0M | 2.7% |
| DEUTSCHE BANK AG\ | 8.2M | 2.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 7.0M | 1.9% |
| Amundi | 6.8M | 1.8% |
| PNC Financial Services Group, Inc. | 6.4M | 1.7% |
| Sumitomo Mitsui Trust Group, Inc. | 5.7M | 1.5% |
| LPL Financial LLC | 5.4M | 1.5% |
| PRINCIPAL FINANCIAL GROUP INC | 5.0M | 1.3% |
| Swedbank AB | 4.6M | 1.2% |
| CITIGROUP INC | 4.4M | 1.2% |
| DekaBank Deutsche Girozentrale | 3.8M | 1.0% |
| Sanders Capital, LLC | 3.8M | 1.0% |
| US BANCORP \DE\ | 3.4M | 0.9% |
| FIFTH THIRD BANCORP | 3.2M | 0.9% |
| TRUIST FINANCIAL CORP | 3.1M | 0.8% |
| Robeco Institutional Asset Management B.V. | 3.0M | 0.8% |
| Russell Investments Group, Ltd. | 2.5M | 0.7% |
| Aberdeen Group plc | 2.5M | 0.7% |
| MACKENZIE FINANCIAL CORP | 2.1M | 0.6% |
| Ninety One UK Ltd | 2.0M | 0.5% |
| Bank Julius Baer & Co. Ltd, Zurich | 2.0M | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | 1.7M | 32.8K | -1.6M |
| MKP Capital Management, L.L.C. | Sold Out | 1.4M | 0 | -1.4M |
| Amundi | Reduced | 8.0M | 6.8M | -1.2M |
| KBC Group NV | Reduced | 2.4M | 1.6M | -745.5K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 1.4M | 681.6K | -691.8K |
| CITIGROUP INC | Reduced | 5.1M | 4.4M | -665.8K |
| Mirova US LLC | Increased | 31.7K | 685.6K | +653.9K |
| Alphinity Investment Management Pty Ltd | Reduced | 1.3M | 708.2K | -604.6K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 19.4M | 18.9M | -503.5K |
| DekaBank Deutsche Girozentrale | Increased | 3.4M | 3.8M | +403.7K |
| BARCLAYS PLC | Increased | 9.6M | 10.0M | +369.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 61.7M | 62.1M | +363.3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 6.6M | 7.0M | +340.2K |
| Fisher Asset Management, LLC | Increased | 17.4M | 17.7M | +321.9K |
| MONTRUSCO BOLTON INVESTMENTS INC. | Reduced | 924.6K | 635.2K | -289.4K |
| Cardano Risk Management B.V. | Increased | 882.8K | 1.2M | +288.6K |
| DEUTSCHE BANK AG\ | Increased | 7.9M | 8.2M | +281.1K |
| BI Asset Management Fondsmaeglerselskab A/S | Increased | 496.5K | 742.7K | +246.2K |
| MEITAV INVESTMENT HOUSE LTD | Reduced | 251.4K | 38.1K | -213.3K |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 5.9M | 5.7M | -211.5K |
| Eurizon Capital SGR S.p.A. | Increased | 666.1K | 873.6K | +207.6K |
| LPL Financial LLC | Increased | 5.3M | 5.4M | +194.5K |
| Motley Fool Asset Management LLC | Reduced | 188.2K | 1.0K | -187.2K |
| Jefferies Financial Group Inc. | Reduced | 188.0K | 6.4K | -181.5K |
| IMC-Chicago, LLC | Reduced | 279.6K | 128.5K | -151.1K |
| Savant Capital, LLC | Increased | 221.1K | 370.4K | +149.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 1.3M | 1.5M | +140.5K |
| Swiss Life Asset Management Ltd | Increased | 512.7K | 650.7K | +138.0K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 4.8M | 5.0M | +135.3K |
| ANCHOR CAPITAL ADVISORS LLC | Reduced | 230.6K | 97.5K | -133.1K |
| Thrivent Financial for Lutherans | Reduced | 1.8M | 1.7M | -132.7K |
| Achmea Investment Management B.V. | Increased | 332.8K | 464.4K | +131.6K |
| Mawer Investment Management Ltd. | Reduced | 927.8K | 804.2K | -123.6K |
| Russell Investments Group, Ltd. | Increased | 2.4M | 2.5M | +120.1K |
| Quintet Private Bank (Europe) S.A. | Increased | 258.9K | 378.6K | +119.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 728.2K | 609.4K | -118.8K |
| Allspring Global Investments Holdings, LLC | Increased | 667.5K | 786.0K | +118.6K |
| Mirae Asset Global Investments Co., Ltd. | Increased | 855.4K | 967.9K | +112.5K |
| M&G PLC | Reduced | 270.2K | 160.6K | -109.5K |
| OP Asset Management Ltd | Increased | 302.1K | 404.9K | +102.8K |
| BSN CAPITAL PARTNERS Ltd | Sold Out | 100.0K | 0 | -100.0K |
| Assenagon Asset Management S.A. | Reduced | 190.6K | 93.2K | -97.5K |
| Ethic Inc. | Increased | 92.0K | 188.7K | +96.7K |
| Nykredit A/S | Increased | 709.8K | 804.4K | +94.6K |
| Ninety One UK Ltd | Reduced | 2.1M | 2.0M | -94.5K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Reduced | 2.0M | 1.9M | -93.8K |
| Aberdeen Group plc | Increased | 2.4M | 2.5M | +89.1K |
| KING LUTHER CAPITAL MANAGEMENT CORP | Reduced | 1.7M | 1.6M | -87.4K |
| ABN AMRO INVESTMENT SOLUTIONS | Increased | 383.1K | 468.8K | +85.7K |
| MACKENZIE FINANCIAL CORP | Reduced | 2.2M | 2.1M | -85.4K |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | Increased | 227.3K | 308.3K | +80.9K |
| Creative Planning | Increased | 1.6M | 1.7M | +73.6K |
| FIFTH THIRD BANCORP | Reduced | 3.3M | 3.2M | -68.9K |
| DAVENPORT & Co LLC | Reduced | 520.4K | 454.8K | -65.6K |
| Kinsale Capital Group, Inc. | Sold Out | 65.3K | 0 | -65.3K |
| Generate Investment Management Ltd | Sold Out | 64.6K | 0 | -64.6K |
| Wellington Shields Capital Management, LLC | Reduced | 72.9K | 8.5K | -64.4K |
| Allworth Financial LP | Increased | 369.4K | 431.9K | +62.5K |
| Aware Super Pty Ltd as trustee of Aware Super | Increased | 270.7K | 331.9K | +61.2K |
| Sarasin & Partners LLP | Reduced | 602.3K | 541.7K | -60.6K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.