49% buyers of institutions opening or closing positions this quarter
7 more exits than new buyers, ownership rose 120.02 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
49% buyers of institutions opening or closing positions this quarter
200.0% institutional ownership
Employees Provident Fund portfolio allocation
Institutional ownership vs Banks - Diversified peers
No Form 4 insider transactions on file
Latest positioning in JPM across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in JPM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Employees Provident Fund Board | 37.7M | $1.92T | — | 1.398% | 2.98% |
| 2 | BlackRock, Inc. | 208.3M | $61.26B | -1.7% | 7.724% | 1.07% |
| 3 | Kentucky Farm Bureau Mutual Insurance Co | 939K | $59.56B | — | 0.035% | 1.35% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 165.3M | $48.62B | — | 6.130% | 1.22% |
| 5 | STATE STREET CORP | 124.3M | $36.56B | -0.9% | 4.609% | 1.26% |
| 6 | MORGAN STANLEY | 68.5M | $20.16B | +3.3% | 2.542% | 1.21% |
| 7 | BANK OF AMERICA CORP /DE/ | 65.7M | $19.31B | +15.8% | 2.435% | 1.41% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 65.6M | $19.29B | — | 2.432% | 1.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 62.6M | $18.34B | +2.1% | 2.320% | 1.14% |
| 10 | FMR LLC | 31.4M | $9.25B | -11.9% | 1.166% | 0.49% |
| 11 | NORTHERN TRUST CORP | 31.2M | $9.18B | -1.4% | 1.158% | 1.21% |
| 12 | Capital Research Global Investors | 27.4M | $8.06B | +25.0% | 1.017% | 1.25% |
| 13 | GOLDMAN SACHS GROUP INC | 24.9M | $7.34B | +7.6% | 0.925% | 0.84% |
| 14 | ROYAL BANK OF CANADA | 24.2M | $7.10B | -2.7% | 0.896% | 1.25% |
| 15 | American State Bank (Iowa) | 164K | $6.90B | — | 0.006% | 0.68% |
| 16 | WELLS FARGO & COMPANY/MN | 23.0M | $6.78B | -0.4% | 0.854% | 1.28% |
| 17 | UBS Group AG | 21.6M | $6.36B | -1.5% | 0.801% | 0.95% |
| 18 | Bank of New York Mellon Corp | 21.1M | $6.21B | -9.9% | 0.783% | 1.14% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19.1M | $5.62B | +1.9% | 0.708% | 0.86% |
| 20 | DIMENSIONAL FUND ADVISORS LP | 19.0M | $5.58B | +3.3% | 0.704% | 1.16% |
| 21 | Legal & General Group Plc | 18.8M | $5.54B | -0.9% | 0.699% | 1.28% |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 18.7M | $5.50B | +14.0% | 0.694% | 1.14% |
| 23 | AMERIPRISE FINANCIAL INC | 17.1M | $5.03B | -11.6% | 0.634% | 1.17% |
| 24 | Fisher Asset Management, LLC | 17.0M | $5.01B | +6.3% | 0.631% | 1.70% |
| 25 | Capital World Investors | 15.4M | $4.54B | -15.0% | 0.572% | 0.62% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in JPM — a direct measure of their conviction.
Filings activity in JPM during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new JPM position in Q1 2026
Institutions that fully closed their JPM position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,892 | 0.1% | 199.99% | +120.02 pp | $2.53T | +283% |
| Q4 2025 | 4,899 | +7.4% | 79.97% | 4.91 pp | $661.42B | 5.8% |
| Q3 2025 | 4,563 | +0.2% | 84.88% | 69.18 pp | $701.97B | 45% |
| Q2 2025 | 4,552 | +2.2% | 154.06% | +95.28 pp | $1.27T | +162% |
| Q1 2025 | 4,456 | +1.4% | 58.78% | 3.73 pp | $486.11B | 6.0% |
| Q4 2024 | 4,394 | +9.7% | 62.51% | 28.59 pp | $516.97B | 31% |
| Q3 2024 | 4,006 | +1.4% | 91.10% | 41.35 pp | $753.40B | 31% |
| Q2 2024 | 3,950 | — | 132.45% | — | $1.10T | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for JPM.
Quick answers to the most common questions about buying JPM stock.
Based on Q1 2026 13F filings, institutional ownership of JPMorgan Chase & Co. stands at 200.0%, held across 4,892 reporting institutions.
Employees Provident Fund Board is the largest reported institutional holder of JPM, with approximately 37,698,108 shares worth $1920.79B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of JPM.
Our composite Smart Money Score for JPM is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
310 institutions opened new positions in JPM during Q1 2026, while 317 fully exited. 635 added to existing positions and 3,928 trimmed.
JPM institutional ownership rose by 120.02 percentage points quarter-over-quarter, with a net change of — holders.
The top 10 institutions account for 87.5% of all reported 13F value in JPM, and the top 25 account for 91.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.