4550 tracked 13F filers disclose a position in JPM as of the latest SEC 13F filings, a combined $549.2B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $61.3B | 208.2M | ▼−1.6% Reduced · −3.4M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $48.6B | 165.3M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $41.0B | 125.2M | ▲+0.8% Added · +933K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $20.2B | 68.5M | ▲+3.3% Added · +2.2M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $19.3B | 65.7M | ▲+16% Added · +8.9M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $19.3B | 65.6M | →First observed position No prior filed position | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $20.1B | 61.7M | ▼−1.3% Reduced · −843K sh | Q2 2026 | |
| 8 | NORGES BANK | $11.4B | 35.4M | ▼−0.4% Reduced · −143K sh | Q4 2025 | |
| 9 | FMR LLC | $9.2B | 31.4M | ▼−12% Reduced · −4.3M sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $9.2B | 31.2M | ▼−1.4% Reduced · −452K sh | Q1 2026 | |
| 11 | PRICE T ROWE ASSOCIATES INC /MD/ | $8.1B | 27.5M | ▼−1.6% Reduced · −455K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $7.0B | 23.9M | ▼−0.8% Reduced · −183K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $6.9B | 23.4M | ▲+7.7% Added · +1.7M sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $6.8B | 23.0M | ▼−0.4% Reduced · −85K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $6.2B | 21.1M | ▼−9.9% Reduced · −2.3M sh | Q1 2026 | |
| 16 | UBS Group AG | $5.6B | 19.1M | ▲+1.1% Added · +216K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.6B | 19.1M | ▲+1.9% Added · +353K sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $5.6B | 19.0M | ▲+3.3% Added · +607K sh | Q1 2026 | |
| 19 | Legal & General Group Plc | $5.5B | 18.8M | ▼−0.9% Reduced · −172K sh | Q1 2026 | |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $5.5B | 18.7M | ▲+14% Added · +2.3M sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $5.0B | 17.1M | ▼−12% Reduced · −2.2M sh | Q1 2026 | |
| 22 | Fisher Asset Management, LLC | $5.0B | 17.0M | ▲+6.3% Added · +1.0M sh | Q1 2026 | |
| 23 | Nuveen, LLC | $4.4B | 15.1M | ▲+2.0% Added · +290K sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $4.4B | 15.0M | ▲+21% Added · +2.6M sh | Q1 2026 | |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $4.3B | 14.7M | ▼−5.5% Reduced · −857K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in JPM and 17 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 3023 funds | $441.6B |
| APPLE INCAAPL | 2993 funds | $479.5B |
| AMAZON.COM INCAMZN | 2925 funds | $340.3B |
| NVIDIA CORPNVDA | 2898 funds | $598.2B |
| ALPHABET INC-CL AGOOGL | 2868 funds | $305.6B |
| ALPHABET INC-CL CGOOG | 2656 funds | $210.6B |
| META PLATFORMS INC-CLASS AMETA | 2606 funds | $187.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 2588 funds | $69.7B |
| JOHNSON & JOHNSONJNJ | 2544 funds | $83.0B |
| BROADCOM INCAVGO | 2523 funds | $236.6B |
| ELI LILLY & COLLY | 2498 funds | $135.2B |
| VISA INC-CLASS A SHARESV | 2419 funds | $112.4B |
Ranked by how many of JPM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 11, 2026 | Leopold Robin | Head of Human Resources | Sell (S) | 3K | $904K |
| Jun 22, 2026 | Friedman Stacey | General Counsel | Sell (S) | 5K | $1.8M |
| May 20, 2026 | Friedman Stacey | General Counsel | Sell (S) | 5K | $1.6M |
| May 15, 2026 | Beer Lori A | Chief Information Officer | Sell (S) | 3K | $950K |
| May 15, 2026 | Petno Douglas B | Co-CEO CIB | Sell (S) | 6K | $1.7M |
| May 15, 2026 | Erdoes Mary E. | CEO Asset & Wealth Management | Sell (S) | 7K | $2.0M |
| May 15, 2026 | Lake Marianne | CEO CCB | Sell (S) | 6K | $1.9M |
| May 5, 2026 | BACON ASHLEY | Chief Risk Officer | Sell (S) | 4K | $1.3M |
| May 5, 2026 | Barnum Jeremy | Chief Financial Officer | Sell (S) | 3K | $935K |
| May 5, 2026 | Piepszak Jennifer | Chief Operating Officer | Sell (S) | 5K | $1.5M |
| Apr 15, 2026 | BACON ASHLEY | Chief Risk Officer | Sell (S) | 8K | $2.3M |
| Apr 15, 2026 | Barnum Jeremy | Chief Financial Officer | Sell (S) | 6K | $1.7M |
Connected entities for JPM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JPM/capital-change-brief"
Use Arkolith's capital_change_brief for JPM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JPM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.