JPMorgan Chase — Institutional Ownership
Which tracked institutions hold JPM, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
93
Funds holding
$244978849616
Total value held
Buying
47 added/new · 42 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $67525081319 | 206290537 | -1970256 | -0.95% |
| 2 | State Street Corp | $40984757878 | 125209293 | +932632 | +0.75% |
| 3 | Bank Of America Corp /De/ | $22804018083 | 69666753 | +4006293 | +6.10% |
| 4 | Morgan Stanley | $21961364484 | 67092426 | -1452016 | -2.12% |
| 5 | Northern Trust Corp | $10041579987 | 30677237 | -543805 | -1.74% |
| 6 | Ubs Group Ag | $8926138855 | 27269541 | +27269541 | NEW BUY |
| 7 | Goldman Sachs Group Inc | $8851610289 | 27041855 | +2104281 | +8.44% |
| 8 | Wells Fargo & Company/Mn | $7891094737 | 24107460 | +1073229 | +4.66% |
| 9 | Royal Bank Of Canada | $7584280000 | 23170134 | -980614 | -4.06% |
| 10 | Bank Of New York Mellon Corp | $7084338908 | 21642804 | +540362 | +2.56% |
| 11 | Ameriprise Financial Inc | $5675149778 | 17323113 | +17323113 | NEW BUY |
| 12 | Franklin Resources Inc | $4911647884 | 15005188 | -20396 | -0.14% |
| 13 | Raymond James Financial Inc | $4839518243 | 14785080 | +301043 | +2.08% |
| 14 | Invesco Ltd. | $4092423282 | 12502439 | +12502439 | NEW BUY |
| 15 | Citigroup Inc | $2551978377 | 7796348 | +3113231 | +66.48% |
| 16 | Pnc Financial Services Group, Inc. | $2129772763 | 6511701 | -153896 | -2.31% |
| 17 | Bank Of Montreal /Can/ | $1910798305 | 5837529 | +255311 | +4.57% |
| 18 | Jpmorgan Chase & Co | $1689880008 | 5130331 | +72700 | +1.44% |
| 19 | Principal Financial Group Inc | $1578926028 | 4823651 | -137945 | -2.78% |
| 20 | Stifel Financial Corp | $1265380000 | 3865671 | +3865671 | NEW BUY |
| 21 | Janus Henderson Group Plc | $1228093603 | 4175138 | +4175138 | NEW BUY |
| 22 | Us Bancorp \De\ | $1141393804 | 3486982 | -32837 | -0.93% |
| 23 | Fifth Third Bancorp | $1072388648 | 3276170 | -31507 | -0.95% |
| 24 | Truist Financial Corp | $1021897729 | 3121918 | +13373 | +0.43% |
| 25 | Bank Of Nova Scotia | $850384110 | 2597940 | -273878 | -9.54% |
| 26 | Prudential Financial Inc | $660240321 | 2017048 | -209619 | -9.41% |
| 27 | Toronto Dominion Bank | $644163250 | 1967973 | +36408 | +1.88% |
| 28 | M&T Bank Corp | $574995812 | 1756361 | -41752 | -2.32% |
| 29 | Sei Investments Co | $384541497 | 1174779 | -123841 | -9.54% |
| 30 | Regions Financial Corp | $343981277 | 1050870 | -14750 | -1.38% |
| 31 | Federated Hermes, Inc. | $242412241 | 740574 | +740574 | NEW BUY |
| 32 | First Financial Bankshares Inc | $220843659 | 674682 | -62603 | -8.49% |
| 33 | Banco Santander, S.A. | $215443042 | 658183 | +658183 | NEW BUY |
| 34 | Pinnacle Financial Partners, Inc. | $199787197 | 610353 | -6513 | -1.06% |
| 35 | Ing Groep Nv | $149274264 | 456036 | +456036 | NEW BUY |
| 36 | Associated Banc-Corp | $124545791 | 380490 | -5294 | -1.37% |
| 37 | Nomura Holdings Inc | $120879042 | 369288 | +240964 | +187.78% |
| 38 | Cullen/Frost Bankers, Inc. | $112437458 | 343499 | +343499 | NEW BUY |
| 39 | Citizens Financial Group Inc/Ri | $108594503 | 331758 | -19380 | -5.52% |
| 40 | Hancock Whitney Corp | $108249340 | 330704 | -7536 | -2.23% |
| 41 | Park National Corp /Oh/ | $97978316 | 299326 | -4368 | -1.44% |
| 42 | Atlantic Union Bankshares Corp | $95455148 | 291617 | -6114 | -2.05% |
| 43 | Westwood Holdings Group Inc | $86486415 | 264218 | -89750 | -25.36% |
| 44 | Equitable Holdings, Inc. | $86261023 | 263530 | -25590 | -8.85% |
| 45 | Markel Group Inc. | $82667192 | 252550 | +252550 | NEW BUY |
| 46 | Allstate Corp | $82023661 | 250584 | +40601 | +19.34% |
| 47 | Jefferies Financial Group Inc. | $74584552 | 227857 | +227857 | NEW BUY |
| 48 | Adams Diversified Equity Fund, Inc. | $67057806 | 204863 | +204863 | NEW BUY |
| 49 | Banco Bilbao Vizcaya Argentaria, S.A. | $55922775 | 170877 | -90277 | -34.57% |
| 50 | Sumitomo Mitsui Financial Group, Inc. | $47781342 | 145973 | +2720 | +1.90% |
| 51 | Central Securities Corp | $45826200 | 140000 | +140000 | NEW BUY |
| 52 | Nicolet Bankshares Inc | $38465867 | 115433 | -2388 | -2.03% |
| 53 | Old National Bancorp /In/ | $32256080 | 98543 | -6537 | -6.22% |
| 54 | Cincinnati Financial Corp | $29459700 | 90000 | — | Held |
| 55 | General American Investors Co Inc | $26186400 | 80000 | +80000 | NEW BUY |
| 56 | Kinsale Capital Group, Inc. | $21364743 | 65270 | +65270 | NEW BUY |
| 57 | Tompkins Financial Corp | $21241753 | 64894 | -1294 | -1.96% |
| 58 | German American Bancorp, Inc. | $18803471 | 57445 | +252 | +0.44% |
| 59 | Alti Global, Inc. | $14681717 | 44853 | +1896 | +4.41% |
| 60 | Stonex Group Inc. | $12641672 | 38617 | +1747 | +4.74% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.