Vault-13

JPMORGAN CHASE & CO JPM

COM · Common Stock · CUSIP 46625H100 · ISIN US46625H1005

American multinational banking and financial services holding company

3,396 institutional holders
2,031,997,8822.0bn shares reported held*
69.3% of all shares outstanding*
$212.6bnreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.2bn this quarter). Holder counts are more reliable. Shares outstanding: 2.9bn as of 2022-09-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $104.62. Options: 80 managers hold calls ($4.5bn notional), 65 hold puts ($4.8bn).

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP — $817.4m7.8m shares
CITADEL ADVISORS LLC — $770.7m7.4m shares
JANE STREET GROUP, LLC — $341.3m3.3m shares
MILLENNIUM MANAGEMENT LLC — $320.7m3.1m shares
Parallax Volatility Advisers, L.P. — $223.1m2.1m shares
CTC LLC — $186.7m17.9k shares
BNP PARIBAS FINANCIAL MARKETS — $184.2m17.6k shares
CMT Capital Markets Trading GmbH — $139.0m1.3m shares
Assenagon Asset Management S.A. — $134.8m1.3m shares
GOLDMAN SACHS GROUP INC — $127.8m1.2m shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP — $999.1m9.6m shares
CITADEL ADVISORS LLC — $544.1m5.2m shares
BNP PARIBAS FINANCIAL MARKETS — $384.1m36.8k shares
MILLENNIUM MANAGEMENT LLC — $361.2m3.5m shares
UBS Group AG — $286.6m2.7m shares
Laurion Capital Management LP — $285.5m2.7m shares
Parallax Volatility Advisers, L.P. — $226.6m2.2m shares
ROYAL BANK OF CANADA — $214.6m2.1m shares
GOLDMAN SACHS GROUP INC — $182.7m1.7m shares
D. E. Shaw & Co., Inc. — $181.5m1.7m shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 7.1% new 190.5m≈ $62.3bn 2026-04-30

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q3 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 20: 0 buyingQ4 20: 0 sellingQ1 21: 0 buyingQ1 21: 0 sellingQ1 21Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 0 buyingQ4 21: 4 sellingQ1 22: 1 buyingQ1 22: 0 sellingQ1 22Q2 22: 0 buyingQ2 22: 2 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20200—0——
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—4$3.6m—
Q1 20221$100.3k0——
Q2 20220—2$3.3m—
Q3 20220—0——

None reported in Q3 2022.

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.84% of their portfolio Valley Forge, PA 272,539,783272.5m $28.5bn $28.5bn 0.84% —
2 BlackRock Inc. 0.71% of their portfolio New York, NY 197,863,082197.9m $20.7bn $20.7bn 0.71% —
3 STATE STREET CORP 0.85% of their portfolio BOSTON, MA 128,912,612128.9m $13.5bn $13.5bn 0.85% —
4 BANK OF AMERICA CORP /DE/ 0.73% of their portfolio CHARLOTTE, NC 53,389,27053.4m $5.6bn $5.6bn 0.73% —
5 MORGAN STANLEY 0.73% of their portfolio NEW YORK, NY 50,960,82351.0m $5.3bn $5.3bn 0.73% —
6 GEODE CAPITAL MANAGEMENT, LLC 0.79% of their portfolio BOSTON, MA 50,166,30050.2m $5.2bn $5.2bn 0.79% —
7 Capital International Investors 1.22% of their portfolio Los Angeles, CA 40,174,94540.2m $4.2bn $4.2bn 1.22% —
8 FMR LLC 0.43% of their portfolio BOSTON, MA 39,312,99839.3m $4.1bn $4.1bn 0.43% —
9 Capital World Investors 0.91% of their portfolio LOS ANGELES, CA 38,990,13939.0m $4.1bn $4.1bn 0.91% —
10 WELLINGTON MANAGEMENT GROUP LLP 0.85% of their portfolio Boston, MA 38,140,52638.1m $4.0bn $4.0bn 0.85% —
11 NORTHERN TRUST CORP 0.80% of their portfolio CHICAGO, IL 34,013,05634.0m $3.6bn $3.6bn 0.80% —
12 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.28% of their portfolio Boston, MA 32,871,26732.9m $3.4bn $3.4bn 1.28% —
13 Bank of New York Mellon Corp 0.71% of their portfolio NEW YORK, NY 27,993,15628.0m $2.9bn $2.9bn 0.71% —
14 NORGES BANK 0.76% of their portfolio OSLO, Q8 27,408,00527.4m $2.9bn $2.9bn 0.76% —
15 WELLS FARGO & COMPANY/MN 0.92% of their portfolio SAN FRANCISCO, CA 25,694,68825.7m $2.7bn $2.7bn 0.92% —
16 AMERIPRISE FINANCIAL INC 0.89% of their portfolio MINNEAPOLIS, MN 23,010,74623.0m $2.4bn $2.4bn 0.89% —
17 ROYAL BANK OF CANADA 0.76% of their portfolio TORONTO, A6 21,784,96921.8m $2.3bn $2.3bn 0.76% —
18 DIMENSIONAL FUND ADVISORS LP 0.85% of their portfolio AUSTIN, TX 21,084,55821.1m $2.2bn $2.2bn 0.85% —
19 Legal & General Group Plc 0.82% of their portfolio London, X0 20,106,31220.1m $2.1bn $2.1bn 0.82% —
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.73% of their portfolio SAN FRANCISCO, CA 19,568,98119.6m $2.0bn $2.0bn 0.73% —
21 PRICE T ROWE ASSOCIATES INC /MD/ 0.31% of their portfolio BALTIMORE, MD 17,829,14717.8m $1.9bn $1.9bn 0.31% —
22 Sanders Capital, LLC 2.55% of their portfolio West Palm Beach, FL 17,770,84417.8m $1.9bn $1.9bn 2.55% —
23 DEUTSCHE BANK AG\ 1.03% of their portfolio FRANKFURT AM MAIN, 2M 16,357,54316.4m $1.7bn $1.7bn 1.03% —
24 UBS Group AG 0.98% of their portfolio ZURICH, V8 16,341,87216.3m $1.7bn $1.7bn 0.98% —
25 GOLDMAN SACHS GROUP INC 0.49% of their portfolio NEW YORK, NY 15,968,12116.0m $1.7bn $1.7bn 0.49% —
26 Nuveen Asset Management, LLC 0.66% of their portfolio CHICAGO, IL 15,606,78315.6m $1.6bn $1.6bn 0.66% —
27 Invesco Ltd. 0.45% of their portfolio ATLANTA, GA 13,363,42113.4m $1.4bn $1.4bn 0.45% —
28 Capital Research Global Investors 0.44% of their portfolio Los Angeles, CA 12,913,96912.9m $1.3bn $1.3bn 0.44% —
29 NEUBERGER BERMAN GROUP LLC 1.34% of their portfolio NEW YORK, NY 12,249,66312.2m $1.3bn $1.3bn 1.34% —
30 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.45% of their portfolio FRANKFURT AM MAIN, 2M 12,125,80612.1m $1.3bn $1.3bn 2.45% —
31 FRANKLIN RESOURCES INC 0.67% of their portfolio San Mateo, CA 11,763,39711.8m $1.2bn $1.2bn 0.67% —
32 JANUS HENDERSON GROUP PLC 0.45% of their portfolio LONDON, X0 11,553,21811.6m $1.2bn $1.2bn 0.45% —
33 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.61% of their portfolio NEW YORK, NY 10,413,41810.4m $1.1bn $1.1bn 0.61% —
34 Boston Partners 1.55% of their portfolio BOSTON, MA 10,063,91810.1m $1.1bn $1.1bn 1.55% —
35 PRIMECAP MANAGEMENT CO/CA/ 1.00% of their portfolio PASADENA, CA 9,914,0999.9m $1.0bn $1.0bn 1.00% —
36 Sumitomo Mitsui Trust Group, Inc. 0.75% of their portfolio CHIYODA-KU, TOKYO, M0 8,722,4828.7m $911.5m $911.5m 0.75% —
37 RAYMOND JAMES & ASSOCIATES 0.84% of their portfolio ST PETERSBURG, FL 7,930,3807.9m $828.7m $828.7m 0.84% —
38 Fisher Asset Management, LLC 0.62% of their portfolio PLANO, TX 7,855,6847.9m $820.9m $820.9m 0.62% —
39 EATON VANCE MANAGEMENT 1.20% of their portfolio BOSTON, MA 7,770,5347.8m $812.0m $812.0m 1.20% —
40 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.16% of their portfolio BOSTON, MA 7,539,9557.5m $787.9m $787.9m 1.16% —
41 PNC Financial Services Group, Inc. 0.81% of their portfolio Pittsburgh, PA 7,423,9977.4m $775.8m $775.8m 0.81% —
42 BANK OF MONTREAL /CAN/ 0.44% of their portfolio TORONTO, A6 7,300,8347.3m $903.4m $903.4m 0.44% —
43 California Public Employees Retirement System 0.63% of their portfolio Sacramento, CA 6,591,5986.6m $688.8m $688.8m 0.63% —
44 CREDIT SUISSE AG/ 0.77% of their portfolio ZURICH, V8 6,547,0936.5m $684.2m $684.2m 0.77% —
45 PRINCIPAL FINANCIAL GROUP INC 0.53% of their portfolio DES MOINES, IA 6,323,7726.3m $660.8m $660.8m 0.53% —
46 ALLIANCEBERNSTEIN L.P. 0.32% of their portfolio NASHVILLE, TN 6,321,8046.3m $660.6m $660.6m 0.32% —
47 Clearbridge Investments, LLC 0.65% of their portfolio NEW YORK, NY 6,162,2666.2m $644.0m $644.0m 0.65% —
48 BESSEMER GROUP INC 1.66% of their portfolio WOODBRIDGE, NJ 6,077,7496.1m $635.1m $635.1m 1.66% —
49 AMERICAN CENTURY COMPANIES INC 0.56% of their portfolio KANSAS CITY, MO 6,047,4846.0m $632.0m $632.0m 0.56% —
50 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.44% of their portfolio Toronto, A6 6,025,5296.0m $629.7m $629.7m 0.44% —
51 FIL Ltd 0.78% of their portfolio HAMILTON, D0 5,817,8745.8m $608.0m $608.0m 0.78% —
52 Baird Financial Group, Inc. 1.71% of their portfolio MILWAUKEE, WI 5,553,6315.6m $580.4m $580.4m 1.71% —
53 CITADEL ADVISORS LLC 0.71% of their portfolio MIAMI, FL 5,483,8715.5m $573.1m $573.1m 0.71% —
54 HSBC HOLDINGS PLC 1.03% of their portfolio LONDON, X0 5,420,2895.4m $571.1m $571.1m 1.03% —
55 NEW YORK STATE COMMON RETIREMENT FUND 0.82% of their portfolio ALBANY, NY 5,417,2765.4m $566.1m $566.1m 0.82% —
56 RHUMBLINE ADVISERS 0.83% of their portfolio BOSTON, MA 5,356,9505.4m $559.8m $559.8m 0.83% —
57 SCHRODER INVESTMENT MANAGEMENT GROUP 0.92% of their portfolio London, X0 5,306,2165.3m $554.5m $554.5m 0.92% —
58 Fayez Sarofim & Co 2.18% of their portfolio Houston, TX 5,280,2805.3m $551.8m $551.8m 2.18% —
59 Ensign Peak Advisors, Inc 1.32% of their portfolio SALT LAKE CITY, UT 5,101,6305.1m $533.1m $533.1m 1.32% —
60 CITIGROUP INC 0.73% of their portfolio NEW YORK, NY 4,960,8285.0m $518.4m $518.4m 0.73% —
61 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.87% of their portfolio WEST SACRAMENTO, CA 4,946,2354.9m $516.9m $516.9m 0.87% —
62 GREENHAVEN ASSOCIATES INC 10.60% of their portfolio Purchase, NY 4,820,9844.8m $503.8m $503.8m 10.60% —
63 Amundi 0.31% of their portfolio Paris, I0 4,751,1734.8m $524.5m $524.5m 0.31% —
64 VOYA INVESTMENT MANAGEMENT LLC 0.60% of their portfolio ATLANTA, GA 4,749,3584.7m $496.3m $496.3m 0.60% —
65 NORDEA INVESTMENT MANAGEMENT AB 0.79% of their portfolio STOCKHOLM, V7 4,592,1234.6m $490.6m $490.6m 0.79% —
66 STIFEL FINANCIAL CORP 0.77% of their portfolio ST. LOUIS, MO 4,523,4484.5m $472.7m $472.7m 0.77% —
67 Davis Selected Advisers 3.30% of their portfolio Tucson, AZ 4,442,3394.4m $464.2m $464.2m 3.30% —
68 ENVESTNET ASSET MANAGEMENT INC 0.26% of their portfolio Berwyn, PA 4,405,4124.4m $460.4m $460.4m 0.26% —
69 Swedbank AB 1.04% of their portfolio STOCKHOLM, V7 4,159,2804.2m $434.6m $434.6m 1.04% —
70 Raymond James Financial Services Advisors, Inc. 0.95% of their portfolio ST. PETERSBURG, FL 4,107,5674.1m $429.2m $429.2m 0.95% —
71 TWO SIGMA ADVISERS, LP 1.24% of their portfolio NEW YORK, NY 4,088,3004.1m $427.2m $427.2m 1.24% —
72 CANADA PENSION PLAN INVESTMENT BOARD 0.70% of their portfolio TORONTO ONTARIO, A6 3,970,0424.0m $414.9m $414.9m 0.70% —
73 National Pension Service 0.87% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 3,915,4053.9m $415.7m $415.7m 0.87% —
74 PRUDENTIAL FINANCIAL INC 0.69% of their portfolio NEWARK, NJ 3,883,8513.9m $406.0m $406.0m 0.69% —
75 PUBLIC INVESTMENT FUND 1.09% of their portfolio AL AQIQ DISTRICT, RIYADH, T0 3,851,0533.9m $402.4m $402.4m 1.09% —
76 MARSHALL WACE, LLP 0.97% of their portfolio LONDON, X0 3,699,9513.7m $386.6m $386.6m 0.97% —
77 US BANCORP \DE\ 0.79% of their portfolio MINNEAPOLIS, MN 3,684,5803.7m $385.0m $385.0m 0.79% —
78 APG Asset Management N.V. 0.98% of their portfolio Amsterdam, P7 3,550,9243.6m $378.8m $378.8m 0.98% —
79 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.96% of their portfolio ALBANY, NY 3,516,1193.5m $367.4m $367.4m 0.96% —
80 FEDERATED HERMES, INC. 1.04% of their portfolio PITTSBURGH, PA 3,391,6323.4m $354.4m $354.4m 1.04% —
81 J.P. Morgan Private Wealth Advisors LLC 0.92% of their portfolio SAN FRANCISCO, CA 3,361,8653.4m $351.3m $351.3m 0.92% —
82 CIBC Private Wealth Group LLC 0.95% of their portfolio ATLANTA, GA 3,359,8263.4m $351.1m $351.1m 0.95% —
83 DekaBank Deutsche Girozentrale 1.06% of their portfolio FRANKFURT, 2M 3,357,0383.4m $357.3m $357.3m 1.06% —
84 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 3,322,2903.3m $347.2m $347.2m 0.05% —
85 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.87% of their portfolio TALLAHASSEE, FL 3,226,6463.2m $337.2m $337.2m 0.87% —
86 RENAISSANCE TECHNOLOGIES LLC 0.47% of their portfolio NEW YORK, NY 3,201,4863.2m $334.6m $334.6m 0.47% —
87 TD Asset Management Inc 0.42% of their portfolio Toronto, A6 3,175,7553.2m $337.1m $337.1m 0.42% —
88 Korea Investment CORP 1.02% of their portfolio SEOUL, M5 3,162,2843.2m $330.5m $330.5m 1.02% —
89 TORONTO DOMINION BANK 0.57% of their portfolio TORONTO, ONTARIO, A6 3,045,3003.0m $318.1m $318.1m 0.57% —
90 D. E. Shaw & Co., Inc. 0.55% of their portfolio New York, NY 3,004,1833.0m $313.9m $313.9m 0.55% —
91 Allianz Asset Management GmbH 0.71% of their portfolio MUNICH, 2M 2,946,4072.9m $307.9m $307.9m 0.71% —
92 TRUIST FINANCIAL CORP 0.58% of their portfolio CHARLOTTE, NC 2,883,1722.9m $301.3m $301.3m 0.58% —
93 MACKENZIE FINANCIAL CORP 0.51% of their portfolio TORONTO ONTARIO, A6 2,844,8672.8m $297.3m $297.3m 0.51% —
94 PUTNAM INVESTMENTS LLC 0.54% of their portfolio BOSTON, MA 2,710,6932.7m $283.3m $283.3m 0.54% —
95 Brandywine Global Investment Management, LLC 2.57% of their portfolio PHILADELPHIA, PA 2,634,8942.6m $275.3m $275.3m 2.57% —
96 Chevy Chase Trust Holdings, LLC 1.17% of their portfolio BETHESDA, MD 2,612,7182.6m $273.0m $273.0m 1.17% —
97 NATIXIS 1.29% of their portfolio PARIS, I0 2,596,2012.6m $271.6m $271.6m 1.29% —
98 Capital Wealth Planning, LLC 4.92% of their portfolio NAPLES, FL 2,582,7612.6m $269.9m $269.9m 4.92% —
99 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.54% of their portfolio BALA CYNWYD, PA 2,551,5702.6m $266.6m $266.6m 0.54% —
100 LPL Financial LLC 0.25% of their portfolio FORT MILL, SC 2,516,0822.5m $262.9m $262.9m 0.25% —