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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 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 7 Feb 2025
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 22 listed it in both
Shares listed
232,587,189
combined, among listed positions
Reported value
$55.8bn
combined, at the quarter end

Among the 94 comparable managers: 14 buyers (opened or added shares) and 18 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 Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Fidelity (FMR LLC)48,208,266$11.6bn0.69%Trimmed-121,0215 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc29,693,944$7.1bn0.82%Trimmed-407,82514 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP29,330,608$7.0bn1.29%Trimmed-468,91312 Feb 2025 (the filing on sec.gov)
Capital World Investors28,873,932$6.9bn1.05%Trimmed-5,490,74313 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors22,841,033$5.5bn1.13%Added+1,914,04913 Feb 2025 (the filing on sec.gov)
MFS Investment Management21,831,090$5.2bn1.65%Trimmed-3,109,82212 Feb 2025 (the filing on sec.gov)
Invesco Ltd13,207,448$3.2bn0.59%Trimmed-237,51913 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC9,110,620$2.2bn1.73%Trimmed-544,23813 Feb 2025 (the filing on sec.gov)
Viking Global Investors LP7,466,187$1.8bn5.79%Added+3,769,65214 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP6,109,144$1.5bn0.50%Added+127,78312 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd4,182,161$1.0bn0.51%Trimmed-657,94314 Feb 2025 (the filing on sec.gov)
Citadel Advisors LLC2,184,102$524m0.09%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Millennium Management LLC1,674,983$402m0.20%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Squarepoint Ops LLC1,571,998$377m0.37%Added+1,337,48414 Feb 2025 (the filing on sec.gov)
Susquehanna International Group LLP1,331,000$319munder 0.1%Added+635,10714 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC911,026$218m0.28%Added+128,88414 Feb 2025 (the filing on sec.gov)
Jane Street Group LLC799,891$192munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
D. E. Shaw & Co.694,771$167m0.12%Trimmed-383,28314 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP496,090$119m0.10%Trimmed-6,034,96512 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC371,787$89m0.26%Trimmed-138,11511 Feb 2025 (the filing on sec.gov)
Discovery Capital Management LLC331,900$80m5.40%Newnew12 Feb 2025 (the filing on sec.gov)
Man Group PLC295,709$71m0.19%Trimmed-97,40414 Feb 2025 (the filing on sec.gov)
Dodge & Cox293,280$70munder 0.1%Trimmed-10,29513 Feb 2025 (the filing on sec.gov)
Markel Group Inc252,550$61m0.53%Held07 Feb 2025 (the filing on sec.gov)
GAMCO Investors Inc217,355$52m0.55%Trimmed-11,64013 Feb 2025 (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

Q3 2024 to Q4 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 (5)

Exited (3)

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 →