L3VLUP
ProSign in

JPM in the 13F filings

JPMorgan Chase & Co · CUSIP 46625H100

Sector · BanksTheme · Commercial banks and thriftsTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 3 May 2024
Managers listing it
37
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 28 listed it in both
Shares listed
262,475,335
combined, among listed positions
Reported value
$52.6bn
combined, at the quarter end

Among the 93 comparable managers: 15 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing JPM in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

37 of 37 holders

ActionFiling
Fidelity (FMR LLC)55,364,821$11.1bn0.74%Added+2,759,7395 Nov 2026 (the filing on sec.gov)
Wellington Management Group LLP38,975,497$7.8bn1.38%Trimmed-640,82115 May 2024 (the filing on sec.gov)
Capital World Investors34,422,011$6.9bn1.14%Added+150,81214 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc31,484,069$6.3bn0.77%Trimmed-619,03015 May 2024 (the filing on sec.gov)
MFS Investment Management28,831,194$5.8bn1.73%Trimmed-667,37914 May 2024 (the filing on sec.gov)
Capital Research Global Investors17,200,124$3.4bn0.78%Added+3,252,45114 May 2024 (the filing on sec.gov)
Invesco Ltd13,232,612$2.7bn0.57%Trimmed-1,391,84314 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC10,220,725$2.0bn1.69%Trimmed-158,48614 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP7,193,854$1.4bn1.33%Trimmed-1,409,24115 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd7,026,491$1.4bn0.77%Trimmed-836,53815 May 2024 (the filing on sec.gov)
AllianceBernstein LP6,540,332$1.3bn0.46%Trimmed-652,37314 May 2024 (the filing on sec.gov)
Citadel Advisors LLC3,310,899$663m0.13%Trimmed-1,236,92615 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC1,360,655$273m0.48%Added+211,28313 May 2024 (the filing on sec.gov)
Susquehanna International Group LLP1,219,968$244munder 0.1%Trimmed-652,6007 May 2024 (the filing on sec.gov)
AQR Capital Management LLC828,981$165m0.28%Added+61,35715 May 2024 (the filing on sec.gov)
Millennium Management LLC701,276$140m0.06%Addedn.a.15 May 2024 (the filing on sec.gov)
Jane Street Group LLC610,843$122munder 0.1%Addedn.a.16 May 2024 (the filing on sec.gov)
Marshall Wace LLP498,724$100m0.15%Trimmed-1,401,63315 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.414,810$83m0.07%Trimmed-257,00615 May 2024 (the filing on sec.gov)
Man Group PLC352,783$71m0.18%Trimmed-194,36815 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC340,834$68m0.12%Trimmed-256,65715 May 2024 (the filing on sec.gov)
Dodge & Cox320,565$64munder 0.1%Trimmed-4,97014 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC310,642$62m0.10%Trimmed-582,55113 May 2024 (the filing on sec.gov)
Markel Group Inc252,550$51m0.50%Held03 May 2024 (the filing on sec.gov)
GAMCO Investors Inc251,126$50m0.51%Trimmed-5,43214 May 2024 (the filing on sec.gov)
Page 1 of 2

What managers have written about JPM

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
29 in Q3 2024 to 43 in Q2 2026

Tracked managers listing it, at least.

02040602014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
JPM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201329$28.4bnn.a.n.a.
Q3 201330$27.6bnn.a.n.a.
Q4 201328$32.0bnn.a.n.a.
Q1 201428$35.4bnn.a.n.a.
Q2 201427$33.2bnn.a.n.a.
Q3 201428$34.9bnn.a.n.a.
Q4 201433$35.9bnn.a.n.a.
Q1 201532$34.6bnn.a.n.a.
Q2 201529$39.4bnn.a.n.a.
Q3 201531$35.4bnn.a.n.a.
Q4 201528$36.9bnn.a.n.a.
Q1 201628$32.1bnn.a.n.a.
Q2 201627$32.8bnn.a.n.a.
Q3 201627$35.0bnn.a.n.a.
Q4 201630$47.9bnn.a.n.a.
Q1 201736$47.2bnn.a.n.a.
Q2 201734$47.6bnn.a.n.a.
Q3 201733$48.1bnn.a.n.a.
Q4 201730$51.0bnn.a.n.a.
Q1 201835$49.7bnn.a.n.a.
Q2 201837$46.1bnn.a.n.a.
Q3 201840$51.6bnn.a.n.a.
Q4 201837$44.5bnn.a.n.a.
Q1 201936$44.9bnn.a.n.a.
Q2 201933$50.5bnn.a.n.a.
Q3 201930$52.2bnn.a.n.a.
Q4 201930$61.6bnn.a.n.a.
Q1 202036$37.3bnn.a.n.a.
Q2 202045$33.8bnn.a.n.a.
Q3 202035$33.0bnn.a.n.a.
Q4 202032$45.6bnn.a.n.a.
Q1 202132$49.9bnn.a.n.a.
Q2 202131$48.4bnn.a.n.a.
Q3 202131$48.9bnn.a.n.a.
Q4 202134$46.1bnn.a.n.a.
Q1 202235$37.9bnn.a.n.a.
Q2 202237$30.9bnn.a.n.a.
Q3 202241$26.8bnn.a.n.a.
Q4 202233$80.3bnn.a.n.a.
Q1 202334$33.4bnn.a.n.a.
Q2 202334$38.7bnn.a.n.a.
Q3 202332$39.4bnn.a.n.a.
Q4 202330$45.0bn1416
Q1 202437$52.6bn1521
Q2 202436$52.8bn2019
Q3 202429$50.1bn1121
Q4 202430$55.8bn1418
Q1 202535$51.3bn1916
Q2 202538$59.8bn2316
Q3 202536$63.3bn2117
Q4 202536$57.9bn1825
Q1 202639$51.7bn2420
Q2 202643$54.6bn2026

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

JPM and BAC →JPM and WFC →JPM and C →Choose a stock to compare with JPM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own JPM, latest filings →Back to the 13F Explorer →