13F Insight
DOSSIER · 13F Holders · Q1 2026Bellwether
JPM

J.P. Morgan Chase & Co.

5,303 institutions still hold J.P. Morgan Chase & Co. as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46625h100·5,303 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.2%
vs prior quarter
13F value held
$311.1B
72.2% inst. owned
of float
Holders
5,303
+18 QoQ
filers reporting
Activity
+27 / −48
+646 added · −728 reduced
this quarter
Concentration
19.69%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

5,303 institutions reported JPM in Q1 2026. BlackRock, Inc. leads at 19.7% of the visible book. +18 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$61.3B208.3M1.07%Q1 202602
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119
$48.6B165.3M1.20%Q1 202603
STATE STREET CORP
CIK 0000093751
$36.6B124.3M1.26%Q1 202604
MORGAN STANLEY
CIK 0000895421
$20.2B68.5M1.21%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19.3B65.7M1.41%Q1 202606
Vanguard Portfolio Management
CIK 0002100121
$19.3B65.6M1.01%Q1 202607
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$18.3B62.6M1.14%Q1 202608
FMR LLC
CIK 0000315066
$9.2B31.4M0.49%Q1 202609
NORTHERN TRUST CORP
CIK 0000073124· Index
$9.2B31.2M1.21%Q1 202610
Capital Research Global Investors
CIK 0001422848
$8.1B27.4M1.25%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$7.3B24.9M0.84%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$7.1B24.2M1.25%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6.8B23.0M1.28%Q1 202614
UBS Group AG
CIK 0001610520
$6.4B21.6M0.95%Q1 202615
Bank of New York Mellon Corp
CIK 0001390777
$6.2B21.1M1.14%Q1 202616
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$5.6B19.1M0.86%Q1 202617
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$5.6B19.0M1.16%Q1 202618
Legal & General Group Plc
CIK 0000764068
$5.5B18.8M1.28%Q1 202619
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$5.5B18.7M1.14%Q1 202620
AMERIPRISE FINANCIAL INC
CIK 0000820027
$5.0B17.1M1.17%Q1 2026
Page 1 of 266
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