JPMORGAN CHASE & CO (JPM) Institutional Ownership
As of the Mar 31, 2026 13F filing cycle, 4,653 institutions reported holding JPMORGAN CHASE & CO (JPM), together worth $475.28B. Compared to Dec 31, 2025: 2040 increased their position, 0 opened a new one, 2176 trimmed, and 0 fully exited, a net reduction of 8.02M shares. The 10 largest institutional holders control +58% of all institutionally-held shares. Notable names on the list include SOROS FUND MANAGEMENT LLC, RENAISSANCE TECHNOLOGIES LLC, TWO SIGMA INVESTMENTS, LP.
As of the Mar 31, 2026 13F filing cycle, compared to Dec 31, 2025. Institutions have up to 45 days after quarter-end to file, so this can lag real-time positioning.
The largest position increases, new positions, decreases, and confirmed exits this cycle. Percent-change lists below require at least a $1M prior-quarter position, so a fund going from a handful of shares to a few thousand does not crowd out real, sized moves.
A small, non-exhaustive list of well-known funds and passive index giants we checked for by name, not a comprehensive classification of every institution on record.
These alone represent about +26% of total institutional value on record, a rough floor for index-driven (not conviction-driven) ownership.
"Since prior quarter" return uses each holder's prior-quarter value divided by prior-quarter shares as a rough implied entry price, not their real cost basis, which is not disclosed in 13F filings.
| Institution | Status | Shares | Value | Change | Since Prior Qtr |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | Unclear (Last Known) | 265.76M | $85.63B | — | +11.0% |
| BlackRock, Inc. | Decreased | 208.26M | $61.26B | -1.74% | +11.0% |
| STATE STREET CORP | Decreased | 124.28M | $36.56B | -0.85% | +11.0% |
| MORGAN STANLEY | Increased | 68.54M | $20.16B | +3.25% | +11.0% |
| BANK OF AMERICA CORP /DE/ | Increased | 65.66M | $19.31B | +15.76% | +11.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 62.55M | $18.34B | +2.09% | +11.4% |
| FMR LLC | Decreased | 31.43M | $9.25B | -11.95% | +11.0% |
| NORTHERN TRUST CORP | Decreased | 31.22M | $9.18B | -1.43% | +11.0% |
| Capital Research Global Investors | Increased | 27.41M | $8.06B | +25.00% | +11.0% |
| GOLDMAN SACHS GROUP INC | Increased | 24.94M | $7.34B | +7.62% | +11.0% |
| ROYAL BANK OF CANADA | Decreased | 24.15M | $7.10B | -2.67% | +11.0% |
| WELLS FARGO & COMPANY/MN | Decreased | 23.03M | $6.78B | -0.40% | +11.0% |
| UBS Group AG | Decreased | 21.61M | $6.36B | -1.48% | +11.0% |
| Bank of New York Mellon Corp | Decreased | 21.10M | $6.21B | -9.91% | +11.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 19.10M | $5.62B | +1.88% | +11.0% |
| DIMENSIONAL FUND ADVISORS LP | Increased | 18.97M | $5.58B | +3.31% | +11.0% |
| Legal & General Group Plc | Decreased | 18.85M | $5.54B | -0.91% | +11.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Increased | 18.70M | $5.50B | +14.00% | +11.0% |
| AMERIPRISE FINANCIAL INC | Decreased | 17.10M | $5.03B | -11.62% | +11.0% |
| Fisher Asset Management, LLC | Increased | 17.02M | $5.01B | +6.25% | +11.0% |
How many institutions hold JPM stock?
4,653 institutions reported a position in JPMORGAN CHASE & CO as of the Mar 31, 2026 13F filing cycle, worth a combined $475.28B.
Are institutions buying or selling JPM?
Comparing Mar 31, 2026 to Dec 31, 2025: 2040 institutions increased their position and 0 opened new ones, while 2176 decreased and 0 fully exited. Net share change: -8.02M.
How concentrated is institutional ownership of JPM?
The top 10 institutional holders control +58% of all shares held by institutions on record, a fairly broad base of holders.
How current is this institutional ownership data?
This reflects the Mar 31, 2026 13F filing cycle. Institutional investors have up to 45 days after quarter-end to file, so this data can lag real-time positioning by 1-3 months, and only U.S.-registered institutional managers above the SEC's reporting threshold are required to file at all.