Who holds JPMticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

JPMORGAN CHASE · COM · quarter ended 2026-03-31 · 88 members disclosed JPM ↗

4,295

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$524B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,904

addsholders whose share count rose or who opened the position (new + add), by shares

304

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of JPM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$61.3B	208,220,293	−3,376,439	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$48.6B	165,278,733	—	no prior
3	STATE STREET CORP	$36.6B	124,276,661	−1,065,474	trim
4	MORGAN STANLEY	$20.2B	68,544,442	+2,159,174	add
5	BANK OF AMERICA CORP /DE/	$19.3B	65,660,460	+8,941,351	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$19.3B	65,580,826	—	no prior
7	GEODE CAPITAL MANAGEMENT, LLC	$18.3B	62,550,814	+1,282,126	add
8	FMR LLC	$9.2B	31,433,969	−4,266,750	trim
9	NORTHERN TRUST CORP	$9.2B	31,221,042	−451,720	trim
10	Capital Research Global Investors	$8.1B	27,413,395	+5,483,088	add
11	ROYAL BANK OF CANADA	$7.0B	23,892,148	−183,240	trim
12	GOLDMAN SACHS GROUP INC	$6.9B	23,448,974	+1,671,304	add
13	WELLS FARGO & COMPANY/MN	$6.8B	23,000,631	−85,269	trim
14	Bank of New York Mellon Corp	$6.2B	21,102,442	−2,322,040	trim
15	UBS Group AG	$5.6B	19,111,750	+216,115	add
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.6B	19,101,113	+353,294	add
17	DIMENSIONAL FUND ADVISORS LP	$5.6B	18,968,884	+607,288	add
18	Legal & General Group Plc	$5.5B	18,847,278	−172,286	trim
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$5.5B	18,698,779	+2,296,908	add
20	AMERIPRISE FINANCIAL INC	$5.0B	17,103,080	−2,249,514	trim
21	Fisher Asset Management, LLC	$5.0B	17,020,065	+1,001,409	add
22	Capital World Investors	$4.5B	15,421,463	−2,719,609	trim
23	Nuveen, LLC	$4.4B	15,065,123	+289,721	add
24	FRANKLIN RESOURCES INC	$4.4B	15,025,584	+2,605,054	add
25	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$4.3B	14,662,099	−857,306	trim
26	RAYMOND JAMES FINANCIAL INC	$4.3B	14,483,337	+34,894	add
27	VANGUARD FIDUCIARY TRUST CO	$4.1B	14,102,375	—	no prior
28	Capital International Investors	$3.7B	12,605,169	−14,020,856	trim
29	BARCLAYS PLC	$3.7B	12,411,127	+2,661,354	add
30	Invesco Ltd.	$3.6B	12,348,261	−2,100,636	trim
31	DEUTSCHE BANK AG\	$2.4B	8,311,386	−1,879,208	trim
32	Neuberger Berman Group LLC	$2.3B	7,886,541	−327,973	trim
33	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.2B	7,564,432	−1,567,668	trim
34	ENVESTNET ASSET MANAGEMENT INC	$2.1B	7,190,378	+411,820	add
35	Boston Partners	$2.1B	7,053,020	−178,976	trim
36	Amundi	$2.0B	6,968,496	+217,543	add
37	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.0B	6,944,004	+1,662,250	add
38	Baird Financial Group, Inc.	$2.0B	6,687,348	+6,687,348	new
39	HSBC HOLDINGS PLC	$2.0B	6,675,235	−8,454,235	trim
40	CANADA PENSION PLAN INVESTMENT BOARD	$1.9B	6,524,314	+950,958	add
41	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.9B	6,540,446	−73,502	trim
42	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$1.9B	6,308,333	−452,986	trim
43	Mitsubishi UFJ Asset Management Co., Ltd.	$1.8B	6,234,859	+367,275	add
44	Sumitomo Mitsui Trust Group, Inc.	$1.8B	6,110,549	−364,413	trim
45	ALLIANCEBERNSTEIN L.P.	$1.7B	5,192,793	−233,400	trim
46	BANK OF MONTREAL /CAN/	$1.6B	5,555,718	−275,821	trim
47	National Pension Service	$1.6B	5,513,297	+5,513,297	new
48	Vanguard Global Advisers, LLC	$1.6B	5,460,327	—	no prior
49	LPL Financial LLC	$1.6B	5,390,938	−68,886	trim
50	PRINCIPAL FINANCIAL GROUP INC	$1.5B	4,961,596	−172,687	trim
51	JPMORGAN CHASE & CO	$1.4B	5,057,631	+131,262	add
52	VANGUARD ASSET MANAGEMENT, Ltd	$1.4B	4,809,904	—	no prior
53	Unisphere Establishment	$1.4B	4,800,000	0	no change
54	Swedbank AB	$1.4B	4,607,397	−117,929	trim
55	CIBC Bancorp USA Inc.	$1.3B	4,378,303	—	no prior
56	TD ASSET MANAGEMENT INC	$1.3B	4,376,725	−554,991	trim
57	Clearbridge Investments, LLC	$1.3B	4,315,350	−306,193	trim
58	Janus Henderson Group Ltd.	$1.2B	4,175,138	−18,473	trim
59	Sanders Capital, LLC	$1.1B	3,896,565	−408,928	trim
60	STIFEL FINANCIAL CORP	$1.1B	3,849,282	−51,005	trim
61	WELLINGTON MANAGEMENT GROUP LLP	$1.1B	3,825,728	−6,565,981	trim
62	CITIGROUP INC	$1.1B	3,764,798	+772,781	add
63	AMERICAN CENTURY COMPANIES INC	$1.1B	3,731,520	+24,201	add
64	NATIONAL BANK OF CANADA /FI/	$1.1B	3,696,591	+915,264	add
65	VOYA INVESTMENT MANAGEMENT LLC	$1.1B	3,682,091	+609,552	add
66	NORDEA INVESTMENT MANAGEMENT AB	$1.0B	3,636,099	+70,053	add
67	US BANCORP \DE\	$1.0B	3,519,784	−64,291	trim
68	D. E. Shaw & Co., Inc.	$1.0B	3,458,040	+3,038,807	add
69	PRIMECAP MANAGEMENT CO/CA/	$1.0B	3,403,527	−203,360	trim
70	TWO SIGMA INVESTMENTS, LP	$974M	3,310,888	+2,913,874	add
71	FIFTH THIRD BANCORP	$973M	3,307,677	+1,053,505	add
72	Corient Private Wealth LLC	$928M	3,156,561	−9,845,011	trim
73	FAYEZ SAROFIM & CO	$920M	3,129,122	−48,122	trim
74	Focus Partners Wealth	$915M	3,107,487	+99,924	add
75	TRUIST FINANCIAL CORP	$914M	3,108,545	+102,077	add
76	Allianz Asset Management GmbH	$912M	3,101,015	−131,658	trim
77	AVIVA PLC	$912M	3,099,451	+79,373	add
78	Mariner, LLC	$908M	3,085,976	+57,338	add
79	Ensign Peak Advisors, Inc	$888M	3,020,438	+45,314	add
80	Robeco Institutional Asset Management B.V.	$884M	3,006,428	−770,350	trim
81	APG Asset Management N.V.	$858M	3,362,145	+475,936	add
82	Capital Wealth Planning, LLC	$845M	2,873,074	+417,179	add
83	BANK OF NOVA SCOTIA	$844M	2,870,768	+897,081	add
84	AXIOM INVESTORS LLC /DE	$840M	2,856,017	+231,900	add
85	FIL Ltd	$840M	2,855,750	−139,644	trim
86	VIKING GLOBAL INVESTORS LP	$795M	2,704,018	+798,036	add
87	CIBC WORLD MARKET INC.	$792M	2,690,763	+707,383	add
88	HighTower Advisors, LLC	$783M	2,662,407	−9,763	trim
89	S&G Foundation	$770M	2,617,548	—	no prior
90	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$740M	2,514,182	−78,610	trim
91	CREDIT AGRICOLE S A	$736M	2,502,919	−233,788	trim
92	Qube Research & Technologies Ltd	$726M	2,467,644	+1,311,294	add
93	CITADEL ADVISORS LLC	$715M	2,432,173	+1,131,436	add
94	VICTORY CAPITAL MANAGEMENT INC	$711M	2,415,579	−111,424	trim
95	ADAGE CAPITAL PARTNERS GP, L.L.C.	$710M	2,415,266	−13,200	trim
96	Rockefeller Capital Management L.P.	$709M	2,409,554	+83,763	add
97	NATIXIS	$708M	2,405,450	+802,118	add
98	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$703M	2,390,561	+99,738	add
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$701M	2,384,247	−44,260	trim
100	Aberdeen Group plc	$695M	2,361,373	+48,933	add
101	BLAIR WILLIAM & CO/IL	$679M	2,307,253	−2,556	trim
102	Ninety One UK Ltd	$678M	2,305,629	+284,018	add
103	DANSKE BANK A/S	$675M	2,294,132	+622	add
104	FIRST TRUST ADVISORS LP	$658M	2,236,537	+314,439	add
105	PRUDENTIAL FINANCIAL INC	$655M	2,226,667	−12,106	trim
106	ROYAL LONDON ASSET MANAGEMENT LTD	$653M	2,219,889	−8,227	trim
107	Cerity Partners LLC	$616M	2,094,775	+43,954	add
108	1832 Asset Management L.P.	$590M	2,005,420	−177,998	trim
109	Bank Julius Baer & Co. Ltd, Zurich	$588M	2,012,100	−152,999	trim
110	MACKENZIE FINANCIAL CORP	$584M	1,983,783	−549,883	trim
111	Chevy Chase Trust Holdings, LLC	$570M	1,936,695	−72,170	trim
112	BAHL & GAYNOR INC	$568M	1,930,782	+3,740	add
113	JONES FINANCIAL COMPANIES LLLP	$558M	1,966,359	+834,820	add
114	Universal- Beteiligungs- und Servicegesellschaft mbH	$555M	1,899,884	−80,715	trim
115	TD Waterhouse Canada Inc.	$552M	1,871,825	+893,874	add
116	Zurcher Kantonalbank (Zurich Cantonalbank)	$537M	1,826,361	+1,826,361	new
117	KEYBANK NATIONAL ASSOCIATION/OH	$526M	1,788,071	−11,286	trim
118	Korea Investment CORP	$517M	1,757,000	−54,160	trim
119	M&T BANK CORP	$511M	1,738,460	−59,550	trim
120	STOREBRAND ASSET MANAGEMENT AS	$496M	1,686,895	—	no prior
121	SCOTIA CAPITAL INC.	$477M	1,620,878	−80,696	trim
122	AQR CAPITAL MANAGEMENT LLC	$473M	1,630,005	+219,613	add
123	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$468M	1,589,736	+484,284	add
124	Quantinno Capital Management LP	$467M	1,587,358	+295,189	add
125	Creative Planning	$454M	1,543,468	+44,216	add
126	TORONTO DOMINION BANK	$454M	1,541,895	−53,153	trim
127	PFA Pension, Forsikringsaktieselskab	$432M	1,468,243	+1,468,243	new
128	PUBLIC SECTOR PENSION INVESTMENT BOARD	$429M	1,457,721	+86,414	add
129	STATE OF WISCONSIN INVESTMENT BOARD	$429M	1,457,420	+26,119	add
130	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$423M	1,437,136	+492,401	add
131	NewEdge Advisors, LLC	$422M	1,434,818	+1,434,818	new
132	Cetera Investment Advisers	$417M	1,417,978	+24,913	add
133	COMMONWEALTH EQUITY SERVICES, LLC	$415M	1,412,005	−153,141	trim
134	Pictet Asset Management Holding SA	$411M	1,396,192	−71,097	trim
135	JENNISON ASSOCIATES LLC	$407M	1,383,648	−19,486	trim
136	UniSuper Management Pty Ltd	$405M	1,375,952	−29,626	trim
137	Haverford Trust Co	$400M	1,359,070	−17,746	trim
138	COMMERCE BANK	$397M	1,350,694	+168,612	add
139	Mitsubishi UFJ Trust & Banking Corp	$395M	1,342,241	−43,157	trim
140	SAMLYN CAPITAL, LLC	$394M	1,339,952	+703,669	add
141	OSAIC HOLDINGS, INC.	$393M	1,335,156	+192,199	add
142	Asset Management One Co., Ltd.	$392M	1,331,794	−83,021	trim
143	SEI INVESTMENTS CO	$382M	1,298,620	+338,806	add
144	Alphinity Investment Management Pty Ltd	$379M	1,289,083	−928,134	trim
145	NOMURA ASSET MANAGEMENT CO LTD	$361M	1,227,887	+14,678	add
146	MILLENNIUM MANAGEMENT LLC	$361M	1,226,765	−523,263	trim
147	BROWN ADVISORY INC	$359M	1,220,005	−2,786	trim
148	Artisan Partners Limited Partnership	$358M	1,218,651	+1,170,733	add
149	SEB Asset Management AB	$356M	1,210,826	—	no prior
150	MONTRUSCO BOLTON INVESTMENTS INC.	$356M	1,246,180	+240,754	add
151	Vanguard Investments Australia, Ltd.	$352M	1,195,181	—	no prior
152	Man Group plc	$341M	1,159,774	+312,673	add
153	GLENMEDE TRUST CO NA	$338M	1,148,125	−13,616	trim
154	KLP KAPITALFORVALTNING AS	$337M	1,144,192	+20,840	add
155	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$335M	1,137,453	+19,187	add
156	Employees Provident Fund Board	$332M	1,130,000	−55,864	trim
157	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$329M	1,264,868	−380,315	trim
158	Mawer Investment Management Ltd.	$328M	1,113,579	+98,026	add
159	REGIONS FINANCIAL CORP	$313M	1,065,620	−76,808	trim
160	GREAT LAKES ADVISORS, LLC	$312M	1,060,037	+43,520	add
161	MAIRS & POWER INC	$310M	1,054,197	−222,207	trim
162	Paralel Advisors LLC	$302M	1,028,000	0	no change
163	BNP Paribas Asset Management Holding S.A.	$294M	998,182	−398,192	trim
164	Steward Partners Investment Advisory, LLC	$293M	996,961	+66,875	add
165	ACR Alpine Capital Research, LLC	$288M	978,495	+1,307	add
166	B. Metzler seel. Sohn & Co. AG	$279M	948,734	−26,167	trim
167	State of New Jersey Common Pension Fund D	$275M	934,681	−7,046	trim
168	Lansforsakringar Fondforvaltning AB (publ)	$273M	927,362	−5,808	trim
169	LGT Group Foundation	$269M	915,260	+66,131	add
170	ZACKS INVESTMENT MANAGEMENT	$269M	912,899	−178,610	trim
171	Sarasin & Partners LLP	$267M	908,567	−108,828	trim
172	&PARTNERS	$265M	936,618	+22,622	add
173	NISA INVESTMENT ADVISORS, LLC	$262M	890,157	−253,069	trim
174	Retirement Systems of Alabama	$258M	875,631	−66,605	trim
175	Tredje AP-fonden	$257M	872,571	−234,760	trim
176	Empower Advisory Group, LLC	$255M	866,890	+26,853	add
177	Resona Asset Management Co.,Ltd.	$251M	859,613	+6,278	add
178	AMF Tjanstepension AB	$251M	853,194	+12,219	add
179	CIBC Asset Management Inc	$250M	848,457	+25,148	add
180	Clark Capital Management Group, Inc.	$249M	845,798	+66,862	add
181	MERCER GLOBAL ADVISORS INC /ADV	$246M	837,325	+76,368	add
182	WORLDQUANT MILLENNIUM ADVISORS LLC	$244M	828,460	+102,386	add
183	ASSETMARK, INC	$242M	822,403	+21,107	add
184	Calamos Advisors LLC	$237M	804,936	+91,741	add
185	Epoch Investment Partners, Inc.	$235M	800,542	−100,713	trim
186	MML INVESTORS SERVICES, LLC	$234M	795,261	−150,009	trim
187	Mirae Asset Global Investments Co., Ltd.	$233M	791,281	−38,341	trim
188	BARTLETT & CO. WEALTH MANAGEMENT LLC	$227M	738,691	−8,192	trim
189	OMERS ADMINISTRATION Corp	$227M	771,720	+40,579	add
190	MENORA MIVTACHIM HOLDINGS LTD.	$227M	771,264	−334,300	trim
191	DnB Asset Management AS	$226M	767,773	+30,411	add
192	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$220M	748,885	+3,168	add
193	Arizona State Retirement System	$219M	745,877	−23,221	trim
194	CI INVESTMENTS INC.	$219M	744,679	−63,548	trim
195	JANE STREET GROUP, LLC	$218M	740,094	−527,284	trim
196	Czech National Bank	$216M	734,298	+16,479	add
197	GROUPAMA ASSET MANAGMENT	$216M	733,012	−27,014	trim
198	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$215M	731,961	+52,648	add
199	TEACHER RETIREMENT SYSTEM OF TEXAS	$215M	729,429	−171,239	trim
200	Quilter Plc	$211M	718,362	+13,973	add
201	Sanctuary Advisors, LLC	$211M	718,193	+16,144	add
202	STATE OF MICHIGAN RETIREMENT SYSTEM	$207M	704,331	−208,400	trim
203	Sumitomo Mitsui DS Asset Management Company, Ltd	$207M	703,927	−7,128	trim
204	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$204M	692,247	+254,060	add
205	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$203M	691,751	−86,170	trim
206	Eurizon Capital SGR S.p.A.	$203M	692,624	−172,407	trim
207	RENAISSANCE TECHNOLOGIES LLC	$202M	688,350	+686,249	add
208	FIRST FINANCIAL BANKSHARES INC	$198M	673,281	−64,004	trim
209	Compagnie Lombard Odier SCmA	$197M	670,703	−61,000	trim
210	ProShare Advisors LLC	$197M	668,606	−33,032	trim
211	James Hambro & Partners LLP	$196M	664,869	−26,393	trim
212	EP Wealth Advisors, LLC	$193M	657,750	+11,160	add
213	Rafferty Asset Management, LLC	$193M	655,498	−174,928	trim
214	WELCH & FORBES LLC	$192M	652,907	−13,050	trim
215	Federation des caisses Desjardins du Quebec	$191M	650,477	+51,416	add
216	PANAGORA ASSET MANAGEMENT INC	$190M	645,667	−168,282	trim
217	MetLife Investment Management, LLC	$185M	630,335	−22,168	trim
218	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$185M	628,346	+156,256	add
219	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$185M	628,060	−5,153	trim
220	Pinnacle Financial Partners, Inc.	$181M	616,866	−3,731	trim
221	BRISTOL JOHN W & CO INC /NY/	$178M	604,237	−162,495	trim
222	Douglas Lane & Associates, LLC	$175M	596,561	−11,028	trim
223	Capital International, Inc./CA/	$175M	595,657	+6,803	add
224	Allspring Global Investments Holdings, LLC	$175M	591,233	−28,646	trim
225	Daiwa Securities Group Inc.	$172M	584,966	+43,626	add
226	GATEWAY INVESTMENT ADVISERS LLC	$171M	579,629	−102,427	trim
227	PARNASSUS INVESTMENTS, LLC	$169M	574,730	+73,821	add
228	Kestra Advisory Services, LLC	$168M	571,772	+32,201	add
229	Life Cycle Investment Partners Ltd	$167M	568,369	+194,602	add
230	Migdal Insurance & Financial Holdings Ltd.	$167M	568,434	+317,010	add
231	CAPITAL ADVISORS INC/OK	$167M	566,978	−285	trim
232	MUFG Securities EMEA plc	$166M	565,835	−48,906	trim
233	BROWN BROTHERS HARRIMAN & CO	$166M	564,561	+432,048	add
234	Boston Trust Walden Corp	$164M	556,467	−42,047	trim
235	DAVIS SELECTED ADVISERS	$164M	556,452	−15,134	trim
236	HOMESTEAD ADVISERS CORP	$162M	554,425	−6,300	trim
237	CWM, LLC	$162M	550,203	+14,094	add
238	Tidal Investments LLC	$161M	549,403	+68,059	add
239	IFM Investors Pty Ltd	$160M	544,830	+15,948	add
240	Lido Advisors, LLC	$159M	539,119	−53,231	trim
241	Evercore Wealth Management, LLC	$157M	532,133	−54,861	trim
242	Woodline Partners LP	$156M	529,119	+64,146	add
243	Swiss Life Asset Management Ltd	$155M	528,170	+8,450	add
244	DAVENPORT & Co LLC	$155M	529,575	−49,644	trim
245	Banco Santander, S.A.	$154M	523,635	+47,709	add
246	ATALANTA SOSNOFF CAPITAL, LLC	$153M	520,766	−140,831	trim
247	FACTORY MUTUAL INSURANCE CO	$153M	519,225	+25,450	add
248	Union Bancaire Privee, UBP SA	$152M	564,212	−79,452	trim
249	ING GROEP NV	$149M	507,943	+669	add
250	Vanguard Personalized Indexing Management, LLC	$148M	502,465	+18,917	add
251	Zurich Insurance Group Ltd/FI	$146M	497,751	+15,751	add
252	ASR Vermogensbeheer N.V.	$146M	497,274	+4,047	add
253	Pathstone Holdings, LLC	$145M	493,552	+3,708	add
254	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$145M	492,656	+492,656	new
255	NewEdge Wealth, LLC	$145M	492,565	+12,064	add
256	XPONANCE LLC	$144M	490,494	+72,470	add
257	TUDOR INVESTMENT CORP ET AL	$144M	488,304	+187,780	add
258	Connor, Clark & Lunn Investment Management Ltd.	$143M	484,736	+222,252	add
259	HM PAYSON & CO	$142M	481,849	+13,354	add
260	QRG CAPITAL MANAGEMENT, INC.	$140M	477,500	+29,555	add
261	AGF MANAGEMENT LTD	$140M	477,180	−54,578	trim
262	Candriam S.C.A.	$140M	476,801	−148,612	trim
263	MAI Capital Management	$139M	471,211	+7,265	add
264	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$138M	469,496	0	no change
265	Groupe la Francaise	$138M	473,115	+7,620	add
266	Davis Asset Management, L.P.	$138M	468,786	+468,786	new
267	FEDERATED HERMES, INC.	$137M	467,060	−5,316	trim
268	Empowered Funds, LLC	$137M	464,394	+212,167	add
269	AE Wealth Management LLC	$136M	463,812	−52,795	trim
270	Beacon Pointe Advisors, LLC	$136M	461,949	+118,293	add
271	USS Investment Management Ltd	$133M	453,233	+6,128	add
272	Varma Mutual Pension Insurance Co	$133M	450,511	0	no change
273	Midwest Trust Co	$132M	448,341	+6,820	add
274	Utah Retirement Systems	$130M	441,676	−13,968	trim
275	Advisors Capital Management, LLC	$129M	438,486	+7,625	add
276	UMB Bank, n.a.	$129M	437,638	−6,682	trim
277	OPPENHEIMER ASSET MANAGEMENT INC.	$128M	435,040	−1,341	trim
278	STEPHENS INC /AR/	$125M	424,070	+9,279	add
279	Smead Capital Management, Inc.	$122M	416,094	−146,698	trim
280	LAZARD ASSET MANAGEMENT LLC	$122M	415,836	+112,299	add
281	PINNACLE ASSOCIATES LTD	$122M	413,660	−9,597	trim
282	Allworth Financial LP	$121M	411,708	−19	trim
283	Carnegie Investment Counsel	$121M	420,798	+1,651	add
284	Curi Capital, LLC	$120M	407,680	−3,560	trim
285	ABN AMRO Bank N.V.	$120M	407,444	−240,087	trim
286	NEOS Investment Management LLC	$118M	402,050	+41,735	add
287	Guidance Point Advisors, LLC	$118M	401,007	+2	add
288	Hardy Reed LLC	$118M	400,318	−653	trim
289	Holocene Advisors, LP	$117M	399,355	+89,092	add
290	EASTERN BANK	$117M	398,696	−41,141	trim
291	D.A. DAVIDSON & CO.	$117M	398,461	−13,334	trim
292	IEQ CAPITAL, LLC	$116M	394,889	+3,277	add
293	NISSAY ASSET MANAGEMENT CORP /JAPAN	$116M	394,566	−70,157	trim
294	EFG International AG	$116M	394,138	−148,690	trim
295	Glenview Trust Co	$116M	394,136	−5,277	trim
296	RWA WEALTH PARTNERS, LLC	$115M	390,917	+8,026	add
297	TCTC Holdings, LLC	$114M	388,069	+1,957	add
298	BECK MACK & OLIVER LLC	$114M	387,735	−9,239	trim
299	Rakuten Investment Management, Inc.	$114M	401,444	+42,167	add
300	ASSOCIATED BANC-CORP	$113M	385,784	−7,611	trim
301	OPPENHEIMER & CO INC	$113M	382,956	−5,561	trim
302	Andra AP-fonden	$113M	382,685	+141,684	add
303	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$110M	375,188	−112,755	trim
304	Sequoia Financial Advisors, LLC	$110M	374,677	−19,306	trim
305	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$110M	374,636	+1,321	add
306	DAVIS R M INC	$110M	373,195	+373,195	new
307	Vinva Investment Management Ltd	$110M	385,940	+64,717	add
308	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$109M	370,760	−5,457	trim
309	Wealthfront Advisers LLC	$109M	369,745	+9,967	add
310	SAPIENT CAPITAL LLC	$108M	366,235	−92,337	trim
311	Private Advisor Group, LLC	$107M	365,394	−7,759	trim
312	Principle Wealth Partners LLC	$105M	357,768	−338	trim
313	WESTWOOD HOLDINGS GROUP INC	$104M	353,968	−13,056	trim
314	Cresset Asset Management, LLC	$103M	351,216	−3,101	trim
315	CITIZENS FINANCIAL GROUP INC/RI	$103M	351,138	−7,980	trim
316	BECKER CAPITAL MANAGEMENT INC	$103M	350,079	−6,534	trim
317	HANCOCK WHITNEY CORP	$103M	338,240	−11,938	trim
318	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$102M	349,593	+60,157	add
319	Waverly Advisors, LLC	$102M	347,996	+29,118	add
320	Investment Management Corp of Ontario	$102M	347,717	−8,833	trim
321	Marex Group Ltd	$102M	347,684	+322,699	add
322	BERKSHIRE ASSET MANAGEMENT LLC/PA	$102M	346,340	−2,090	trim
323	FLPUTNAM INVESTMENT MANAGEMENT CO	$102M	345,943	+10,975	add
324	KESTRA PRIVATE WEALTH SERVICES, LLC	$102M	345,829	+345,829	new
325	Erste Asset Management GmbH	$102M	358,880	−34,017	trim
326	DONALDSON CAPITAL MANAGEMENT, LLC	$101M	342,320	−3,270	trim
327	BARR E S & CO	$100M	341,467	−6,652	trim
328	WATERS PARKERSON & CO., LLC	$99.6M	338,645	−3,861	trim
329	LOS ANGELES CAPITAL MANAGEMENT LLC	$99.3M	337,511	−96,494	trim
330	PZENA INVESTMENT MANAGEMENT LLC	$99.2M	337,262	−5,128	trim
331	Henshaw Capital LLC	$99.2M	337,139	—	no prior
332	Alyeska Investment Group, L.P.	$97.8M	332,527	+332,527	new
333	Wilkinson Global Asset Management LLC	$97.4M	331,239	−22,818	trim
334	Vontobel Holding Ltd.	$97.4M	331,180	−49,964	trim
335	EDMOND DE ROTHSCHILD HOLDING S.A.	$96.7M	328,627	+160,491	add
336	MACQUARIE GROUP LTD	$96.0M	327,107	−139,762	trim
337	ABN AMRO INVESTMENT SOLUTIONS	$95.0M	323,111	+133,894	add
338	Raiffeisen Bank International AG	$93.4M	328,968	−34,472	trim
339	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$92.8M	315,309	+9,540	add
340	YOUSIF CAPITAL MANAGEMENT, LLC	$92.6M	314,837	−17,934	trim
341	Mediolanum International Funds Ltd	$92.6M	326,164	+9,073	add
342	FIDUCIARY TRUST CO	$92.2M	313,362	−8,929	trim
343	MEYER HANDELMAN CO	$92.2M	313,274	+7,626	add
344	Mesirow Financial Investment Management, Inc.	$91.8M	311,969	+16,866	add
345	Equitable Holdings, Inc.	$91.4M	289,120	+79,490	add
346	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$90.8M	308,772	−2,962	trim
347	PARK NATIONAL CORP /OH/	$89.3M	303,694	−961	trim
348	Aware Super Pty Ltd as trustee of Aware Super	$87.8M	298,631	—	no prior
349	SMITH CHAS P & ASSOCIATES PA CPAS	$87.6M	297,966	−5,729	trim
350	Aptus Capital Advisors, LLC	$87.5M	297,342	−15,561	trim
351	FIRST MANHATTAN CO. LLC.	$86.3M	293,272	−6,522	trim
352	OFI INVEST ASSET MANAGEMENT	$85.6M	332,924	+7,628	add
353	Clearstead Advisors, LLC	$85.3M	289,929	+29,997	add
354	Evelyn Partners Investment Management LLP	$84.3M	286,422	+15,530	add
355	Argent Trust Co	$84.2M	286,285	+5,786	add
356	M&G Plc	$83.8M	284,971	−22,331	trim
357	CHILTON CAPITAL MANAGEMENT LLC	$83.3M	283,310	+104,848	add
358	OP Asset Management Ltd	$82.8M	281,552	—	no prior
359	Welch Group, LLC	$81.5M	277,004	−4,035	trim
360	Badgley Phelps Wealth Managers, LLC	$81.1M	275,805	−45,797	trim
361	BOWEN HANES & CO INC	$81.0M	275,470	−1,749	trim
362	PRUDENTIAL PLC	$80.2M	272,786	+14,819	add
363	DAYMARK WEALTH PARTNERS, LLC	$80.0M	271,829	+12,181	add
364	Quintet Private Bank (Europe) S.A.	$79.6M	270,572	−9,991	trim
365	MCDONALD CAPITAL INVESTORS INC/CA	$78.9M	268,256	−828	trim
366	DJE Kapital AG	$77.8M	267,958	−112,290	trim
367	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$77.0M	261,692	−285,654	trim
368	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$76.8M	261,154	−8,346	trim
369	Danica Pension, Livsforsikringsaktieselskab	$76.6M	260,357	+76,128	add
370	HB Wealth Management, LLC	$75.8M	257,834	+10,997	add
371	COUNTRY TRUST BANK	$75.4M	256,399	+19,291	add
372	MARKEL GROUP INC.	$74.3M	252,550	0	no change
373	TOCQUEVILLE ASSET MANAGEMENT L.P.	$73.9M	251,343	−6,044	trim
374	NICHOLAS COMPANY, INC.	$73.1M	248,390	−200	trim
375	Venture Visionary Partners LLC	$73.0M	248,263	+7,538	add
376	Wilmington Savings Fund Society, FSB	$73.0M	248,140	−7,343	trim
377	PARSONS CAPITAL MANAGEMENT INC/RI	$72.8M	247,562	+108,918	add
378	Concurrent Investment Advisors, LLC	$71.4M	242,746	+6,035	add
379	SALEM INVESTMENT COUNSELORS INC	$71.0M	241,394	+411	add
380	World Investment Advisors	$70.9M	240,938	−5,080	trim
381	Crossmark Global Holdings, Inc.	$70.1M	238,214	—	no prior
382	Vest Financial, LLC	$70.0M	237,928	+17,397	add
383	MEITAV INVESTMENT HOUSE LTD	$69.8M	237,291	+193,360	add
384	Illinois Municipal Retirement Fund	$69.4M	235,809	+28,744	add
385	Stratos Wealth Partners, LTD.	$69.2M	235,327	−266	trim
386	JOHNSON INVESTMENT COUNSEL INC	$68.8M	234,006	+6,352	add
387	Capital Investment Advisors, LLC	$68.7M	233,539	+216	add
388	Aviso Financial Inc.	$68.5M	232,793	+3,878	add
389	Prospera Financial Services Inc	$68.3M	232,028	−1,256	trim
390	DEPRINCE RACE & ZOLLO INC	$67.6M	229,747	−730	trim
391	GUGGENHEIM CAPITAL LLC	$67.2M	228,537	−20,070	trim
392	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$67.1M	228,188	+115,305	add
393	SEIZERT CAPITAL PARTNERS, LLC	$66.2M	224,903	−8,991	trim
394	KCM INVESTMENT ADVISORS LLC	$66.1M	224,754	+5,458	add
395	Atlantic Union Bankshares Corp	$66.1M	224,566	−5,404	trim
396	TODD ASSET MANAGEMENT LLC	$65.9M	224,167	−21,534	trim
397	BOKF, NA	$65.9M	224,107	−14,541	trim
398	Main Street Research LLC	$65.8M	223,762	+1,843	add
399	Americana Partners, LLC	$65.7M	223,365	+5,566	add
400	Dakota Wealth Management	$65.1M	221,361	−22,480	trim
401	ZWJ INVESTMENT COUNSEL INC	$64.8M	220,164	−1,552	trim
402	Livforsakringsbolaget Skandia, Omsesidigt	$64.6M	219,447	+18,090	add
403	Apollon Wealth Management, LLC	$64.4M	219,080	+18,901	add
404	Performance Wealth Partners, LLC	$63.6M	216,292	+2,998	add
405	Destination Wealth Management	$63.5M	215,812	+3,397	add
406	Squarepoint Ops LLC	$63.5M	215,804	+88,291	add
407	Aristotle Atlantic Partners, LLC	$63.1M	214,433	−3,419	trim
408	Baker Avenue Asset Management, LP	$62.4M	212,121	+6,605	add
409	Modera Wealth Management, LLC	$62.4M	212,075	−3,386	trim
410	FOUNDATIONS INVESTMENT ADVISORS, LLC	$62.0M	210,748	+18,192	add
411	Cannell & Spears LLC	$61.5M	209,220	−8,733	trim
412	Atria Investments, Inc	$61.4M	208,695	−6,351	trim
413	Kimelman & Baird, LLC	$61.2M	207,978	−23,592	trim
414	CRAWFORD INVESTMENT COUNSEL INC	$60.5M	205,658	−7,335	trim
415	ARGENT CAPITAL MANAGEMENT LLC	$60.3M	204,904	−21,859	trim
416	ADAMS DIVERSIFIED EQUITY FUND, INC.	$60.3M	204,863	−2,000	trim
417	Bank Pictet & Cie (Europe) AG	$59.5M	202,427	−659	trim
418	AIA Group Ltd	$59.5M	202,264	+56,127	add
419	MOODY LYNN LIEBERSON & WALKER, LLC	$59.3M	201,465	−8,017	trim
420	Orion Porfolio Solutions, LLC	$59.1M	201,029	−37,172	trim
421	LGT Fund Management Co Ltd.	$59.0M	200,474	+143,478	add
422	Mill Capital Management, LLC	$58.4M	198,511	+330	add
423	Hudson Bay Capital Management LP	$58.2M	197,776	+120,276	add
424	BEACON INVESTMENT ADVISORY SERVICES, INC.	$58.0M	197,112	−28,490	trim
425	Summit Financial, LLC	$57.7M	196,239	+7,969	add
426	NORTHEAST INVESTMENT MANAGEMENT	$57.2M	194,410	+490	add
427	NS Partners Ltd	$57.1M	194,058	+33,424	add
428	Gradient Investments LLC	$56.9M	193,602	+156	add
429	KLINGENSTEIN FIELDS & CO LP	$56.8M	192,979	−1,794	trim
430	RiverFront Investment Group, LLC	$56.2M	190,896	−73,573	trim
431	Howard Capital Management Group, LLC	$55.9M	189,974	−8,530	trim
432	American Assets Investment Management, LLC	$55.8M	2,259,400	0	no change
433	MILFORD FUNDS LTD	$55.5M	188,515	−102,460	trim
434	Elo Mutual Pension Insurance Co	$54.9M	186,479	−28,845	trim
435	Nexus Investment Management ULC	$54.8M	186,379	−2,957	trim
436	HOWE & RUSLING INC	$54.8M	186,300	−531	trim
437	ALLIANZ SE	$54.1M	184,036	−20,421	trim
438	Envestnet Portfolio Solutions, Inc.	$53.7M	182,397	−90,027	trim
439	Snowden Capital Advisors LLC	$52.4M	178,173	+5,776	add
440	BRAUN STACEY ASSOCIATES INC	$52.4M	178,152	−4,087	trim
441	Cornerstone Advisors, LLC	$52.4M	177,996	+5,796	add
442	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$52.3M	177,945	−3,047	trim
443	Merit Financial Group, LLC	$52.3M	177,870	+6,541	add
444	LEVIN CAPITAL STRATEGIES, L.P.	$52.2M	177,327	+5,016	add
445	FIRST NATIONAL TRUST CO	$52.0M	176,820	−2,037	trim
446	Osmosis Investment Management UK Ltd	$51.6M	175,265	−11,719	trim
447	Chesley Taft & Associates LLC	$51.5M	175,119	−1,089	trim
448	Norinchukin Bank, The	$50.6M	172,155	−2,514	trim
449	ELEVATION POINT WEALTH PARTNERS, LLC	$50.5M	171,511	+84,028	add
450	Randolph Co Inc	$50.4M	171,173	−507	trim
451	EAGLE GLOBAL ADVISORS LLC	$50.1M	170,434	−865	trim
452	FIRST NATIONAL BANK OF OMAHA	$49.8M	171,257	−3,569	trim
453	Laird Norton Wetherby Trust Company, LLC	$49.8M	169,233	−6,316	trim
454	Cornerstone Investment Partners, LLC	$49.7M	168,941	+19,087	add
455	Capital International Sarl	$49.3M	167,536	−48,217	trim
456	Vestmark Advisory Solutions, Inc.	$49.2M	167,181	+56,924	add
457	CHOREO, LLC	$48.8M	165,908	+393	add
458	MGO ONE SEVEN LLC	$48.8M	165,728	+673	add
459	MKP Capital Management, L.L.C.	$48.5M	165,000	+165,000	new
460	Modern Wealth Management, LLC	$48.4M	163,931	+5,746	add
461	Nan Shan Life Insurance Co., Ltd.	$48.3M	164,353	+140,939	add
462	CENTRAL TRUST Co	$48.2M	163,883	+845	add
463	Vident Advisory, LLC	$48.2M	163,755	−7,906	trim
464	Drexel Morgan & Co.	$48.1M	163,589	0	no change
465	Voleon Capital Management LP	$48.1M	163,516	+59,001	add
466	MIZUHO SECURITIES USA LLC	$47.9M	162,997	−35,220	trim
467	Wharton Business Group, LLC	$47.8M	162,403	−175	trim
468	Smith Salley Wealth Management	$47.4M	161,087	+2,733	add
469	National Mutual Insurance Federation of Agricultural Cooperatives	$47.3M	160,900	0	no change
470	Choate Investment Advisors	$47.3M	160,833	+21,324	add
471	Maple Capital Management, Inc.	$47.0M	159,664	−25,999	trim
472	CAMBIAR INVESTORS LLC	$46.9M	159,429	−3,701	trim
473	HUB Investment Partners, LLC	$46.6M	158,439	+1,989	add
474	BENJAMIN EDWARDS INC	$46.6M	158,229	+7,822	add
475	MARCO INVESTMENT MANAGEMENT LLC	$46.4M	157,713	+2,115	add
476	MARSICO CAPITAL MANAGEMENT LLC	$46.1M	156,753	−146,835	trim
477	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	$45.5M	154,700	−72,500	trim
478	FUKOKU MUTUAL LIFE INSURANCE CO	$45.5M	154,637	−236	trim
479	Savant Capital, LLC	$45.3M	154,146	+13,232	add
480	Kingsview Wealth Management, LLC	$45.3M	154,138	+15,332	add
481	Jain Global LLC	$45.2M	153,753	+142,335	add
482	Generali Asset Management SPA SGR	$45.2M	153,690	−11,290	trim
483	HARTFORD INVESTMENT MANAGEMENT CO	$45.2M	153,683	−3,668	trim
484	Blue Chip Partners, LLC	$45.2M	153,633	+1,230	add
485	Dai-ichi Life Insurance Company, Ltd	$45.1M	153,475	−18,675	trim
486	FARMERS & MERCHANTS INVESTMENTS INC	$44.8M	152,429	+2,277	add
487	FIRST CITIZENS BANK & TRUST CO	$44.8M	152,331	+3,539	add
488	Fisher Funds Management LTD	$44.7M	151,952	−47,234	trim
489	ANCHOR CAPITAL ADVISORS LLC	$44.4M	151,088	+1,969	add
490	Private Wealth Partners, LLC	$44.4M	150,859	−3,073	trim
491	BAILARD, INC.	$44.2M	150,347	−4,470	trim
492	NorthCrest Asset Manangement, LLC	$43.8M	148,628	−67,738	trim
493	WILSEY ASSET MANAGEMENT INC	$43.7M	148,516	+11,039	add
494	BRANDES INVESTMENT PARTNERS, LP	$42.8M	145,662	−15,304	trim
495	CARRET ASSET MANAGEMENT, LLC	$42.5M	144,646	−450	trim
496	Vise Technologies, Inc.	$42.5M	132,017	0	no change
497	MMBG INVESTMENT ADVISORS CO.	$42.4M	144,021	+144,021	new
498	FRANKLIN STREET ADVISORS INC /NC	$42.2M	143,423	−3,138	trim
499	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$42.1M	143,253	+11,098	add
500	Madison Asset Management, LLC	$41.8M	142,142	+4,274	add

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · JPM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Ro Khanna D–CA-17 $1K–$15K
Sellers: 4 Tommy Tuberville R–AL, Alan Armstrong R–OK, John Boozman R–AR, Ro Khanna D–CA-17 $33K–$145K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 5 Viking Global Investors, Tudor Investment Corp, Soros Fund Management, Gotham Asset Management, Caxton Associates $1.0B held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · JPMORGAN CHASE

Merged timeline of congressional filings and notable-manager moves on JPM
Date	Who	Change	Size
2026-08-17	John Boozman Congress	Sale	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$15K–$50K
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Sale	$15K–$50K
2026-07-06	Ro Khanna Congress	Sale	$1K–$15K
2026-07-06	Ro Khanna Congress	Purchase	$1K–$15K
2026-05-15	Viking Global Investors 13F	add	+798,036 sh
2026-05-15	Tudor Investment Corp 13F	add	+187,780 sh
2026-05-15	Soros Fund Management 13F	add	+116,193 sh
2026-05-15	Gotham Asset Management 13F	add	+3,420 sh
2026-05-14	Caxton Associates 13F	new	+4,389 sh

11 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

88 members of Congress disclosed JPM — the congressional view ↗