JPM Institutional Holdings
JPMorgan Chase · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $97.2B
VANGUARD PORTFOLIO MANAGEMENT LLC $19.3B
Employees Provident Fund Board $8.8B
HSBC HOLDINGS PLC $6.8B
VANGUARD FIDUCIARY TRUST CO $4.1B
↑ Increased (5)
Migdal Insurance & Financial Holdings Ltd. +206228.0%
Arete Wealth Advisors, LLC +180465.3%
Phillip James Consulting Co. +109275.0%
LaSalle St. Investment Advisors, LLC +103900.2%
Stonekeep Investments, LLC +99856.2%
↓ Decreased (5)
Vinland Capital Management Gestora de Recursos LTDA. -100.0%
Delta Accumulation, LLC -100.0%
Kentucky Retirement Systems -100.0%
AK GLOBAL ASSET MANAGEMENT, LLC -99.9%
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL -99.9%
↓ Exited Positions (5)
VANGUARD GROUP INC $85.6B
PNC Financial Services Group, Inc. $2.2B
CIBC Private Wealth Group LLC $1.1B
TWO SIGMA ADVISERS, LP $710M
NewEdge Advisors, LLC $470M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 330.6M | $97.2B |
| 2 | MORGAN STANLEY | 200.5M | $62.2B |
| 3 | BlackRock, Inc. | 208.2M | $61.3B |
| 4 | STATE STREET CORP | 124.3M | $36.6B |
| 5 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 219.6M | $32.6B |
| 6 | BARCLAYS PLC | 123.0M | $26.5B |
| 7 | BANK OF AMERICA CORP /DE/ | 67.5M | $19.3B |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 65.6M | $19.3B |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 62.6M | $18.3B |
| 10 | GOLDMAN SACHS GROUP INC | 45.9M | $13.9B |
| 11 | FMR LLC | 31.4M | $9.2B |
| 12 | NORTHERN TRUST CORP | 31.2M | $9.2B |
| 13 | Employees Provident Fund Board | 86.8M | $8.8B |
| 14 | NORGES BANK | 34.9M | $8.6B |
| 15 | Capital Research Global Investors | 27.4M | $8.1B |
| 16 | ROYAL BANK OF CANADA | 23.9M | $7.0B |
| 17 | HSBC HOLDINGS PLC | 21.8M | $6.8B |
| 18 | WELLS FARGO & COMPANY/MN | 23.0M | $6.8B |
| 19 | Bank of New York Mellon Corp | 21.1M | $6.2B |
| 20 | UBS Group AG | 19.2M | $5.6B |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19.1M | $5.6B |
| 22 | DIMENSIONAL FUND ADVISORS LP | 19.0M | $5.6B |
| 23 | Legal & General Group Plc | 18.8M | $5.5B |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18.7M | $5.5B |
| 25 | AMERIPRISE FINANCIAL INC | 17.1M | $5.0B |
| 26 | Fisher Asset Management, LLC | 17.0M | $5.0B |
| 27 | Capital World Investors | 15.4M | $4.5B |
| 28 | Nuveen, LLC | 15.1M | $4.4B |
| 29 | FRANKLIN RESOURCES INC | 15.0M | $4.4B |
| 30 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14.7M | $4.3B |
| 31 | RAYMOND JAMES FINANCIAL INC | 14.5M | $4.3B |
| 32 | VANGUARD FIDUCIARY TRUST CO | 14.1M | $4.1B |
| 33 | Capital International Investors | 12.6M | $3.7B |
| 34 | Invesco Ltd. | 12.3M | $3.6B |
| 35 | JANUS HENDERSON GROUP PLC | 8.4M | $2.5B |
| 36 | DEUTSCHE BANK AG\ | 8.3M | $2.4B |
| 37 | NEUBERGER BERMAN GROUP LLC | 7.9M | $2.3B |
| 38 | DANSKE BANK A/S | 9.9M | $2.3B |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 7.2M | $2.1B |
| 40 | Boston Partners | 7.1M | $2.1B |
| 41 | BNP PARIBAS FINANCIAL MARKETS | 7.0M | $2.1B |
| 42 | Corient Private Wealth LLC | 6.6M | $2.1B |
| 43 | Amundi | 7.0M | $2.0B |
| 44 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6.9M | $2.0B |
| 45 | Henshaw Capital LLC | 13.7M | $2.0B |
| 46 | Baird Financial Group, Inc. | 7.0M | $2.0B |
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 6.7M | $2.0B |
| 48 | CANADA PENSION PLAN INVESTMENT BOARD | 6.5M | $1.9B |
| 49 | SCHRODER INVESTMENT MANAGEMENT GROUP | 6.5M | $1.9B |
| 50 | California Public Employees Retirement System | 6.3M | $1.9B |
| 51 | Mitsubishi UFJ Asset Management Co., Ltd. | 6.2M | $1.8B |
| 52 | Sumitomo Mitsui Trust Group, Inc. | 6.1M | $1.8B |
| 53 | ALLIANCEBERNSTEIN L.P. | 5.2M | $1.7B |
| 54 | BANK OF MONTREAL /CAN/ | 5.6M | $1.6B |
| 55 | National Pension Service | 5.5M | $1.6B |
| 56 | Vanguard Global Advisers, LLC | 5.5M | $1.6B |
| 57 | LPL Financial LLC | 5.9M | $1.6B |
| 58 | AEGON ASSET MANAGEMENT UK Plc | 7.2M | $1.5B |
| 59 | JPMORGAN CHASE & CO | 7.2M | $1.5B |
| 60 | PRINCIPAL FINANCIAL GROUP INC | 5.0M | $1.5B |
| 61 | Rockefeller Capital Management L.P. | 4.7M | $1.5B |
| 62 | CIBC Bancorp USA Inc. | 8.1M | $1.4B |
| 63 | VANGUARD ASSET MANAGEMENT, Ltd | 4.8M | $1.4B |
| 64 | Unisphere Establishment | 4.8M | $1.4B |
| 65 | RHUMBLINE ADVISERS | 4.6M | $1.4B |
| 66 | Swedbank AB | 4.6M | $1.4B |
| 67 | TD Asset Management Inc | 4.4M | $1.3B |
| 68 | Clearbridge Investments, LLC | 4.3M | $1.3B |
| 69 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 4.1M | $1.2B |
| 70 | Sanders Capital, LLC | 3.9M | $1.1B |
| 71 | STIFEL FINANCIAL CORP | 3.8M | $1.1B |
| 72 | WELLINGTON MANAGEMENT GROUP LLP | 3.8M | $1.1B |
| 73 | CITIGROUP INC | 3.8M | $1.1B |
| 74 | AMERICAN CENTURY COMPANIES INC | 3.7M | $1.1B |
| 75 | NATIONAL BANK OF CANADA /FI/ | 3.7M | $1.1B |
| 76 | VOYA INVESTMENT MANAGEMENT LLC | 3.7M | $1.1B |
| 77 | STOREBRAND ASSET MANAGEMENT AS | 3.5M | $1.1B |
| 78 | NORDEA INVESTMENT MANAGEMENT AB | 3.6M | $1.0B |
| 79 | US BANCORP \DE\ | 3.5M | $1.0B |
| 80 | D. E. Shaw & Co., Inc. | 3.5M | $1.0B |
| 81 | PRIMECAP MANAGEMENT CO/CA/ | 3.4M | $1.0B |
| 82 | TWO SIGMA INVESTMENTS, LP | 3.3M | $974M |
| 83 | FIFTH THIRD BANCORP | 3.3M | $973M |
| 84 | NEW YORK STATE COMMON RETIREMENT FUND | 3.2M | $940M |
| 85 | Fayez Sarofim & Co | 3.1M | $920M |
| 86 | Focus Partners Wealth | 3.1M | $915M |
| 87 | TRUIST FINANCIAL CORP | 3.1M | $914M |
| 88 | Allianz Asset Management GmbH | 3.1M | $912M |
| 89 | AVIVA PLC | 3.1M | $912M |
| 90 | Mariner, LLC | 3.1M | $908M |
| 91 | Ensign Peak Advisors, Inc | 3.0M | $888M |
| 92 | Robeco Institutional Asset Management B.V. | 3.0M | $884M |
| 93 | APG Asset Management N.V. | 3.4M | $858M |
| 94 | Capital Wealth Planning, LLC | 2.9M | $845M |
| 95 | BANK OF NOVA SCOTIA | 2.9M | $844M |
| 96 | AXIOM INVESTORS LLC /DE | 2.9M | $840M |
| 97 | FIL Ltd | 2.9M | $840M |
| 98 | Rathbones Group PLC | 2.7M | $799M |
| 99 | VIKING GLOBAL INVESTORS LP | 2.7M | $795M |
| 100 | CIBC WORLD MARKET INC. | 2.7M | $792M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09