13FBOX
JPMORGAN CHASE & CO · 13F Institutional Holdings
Options Calculator Rankings

JPMORGAN CHASE & CO

JPM
Institutions
5150
Combined AUM (Q2 2026)
$666.68B
Combined Shares (Q2 2026)
2.03B
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+71.0M
2524 · 316 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-73.1M
2228 · 181 Exit · ≈
⚖️ Net
-2.0M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$666.68B
Institutions
5150
New Buys
316
Adds
2208
Reduces
2047
Exits
181
Unchanged
579
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
1%1.06%#1780$67.53B206.3M$61.26B208.3M-2.0M-0.95%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
1.13%1.22%#1580$52.89B161.6M$48.62B165.3M-3.7M-2.23%Reduce
STATE STREET CORP
1.22%1.26%#1476$40.98B125.2M$36.56B124.3M+932,632+0.75%Add
BANK OF AMERICA CORP /DE/
1.46%1.4%#1175$22.80B69.7M$19.31B65.7M+4.0M+6.10%Add
MORGAN STANLEY
1.16%1.25%#1547$21.96B67.1M$20.64B65.4M+1.6M+2.52%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.97%1.02%#1837$21.54B65.8M$19.29B65.6M+238,677+0.36%Add
GEODE CAPITAL MANAGEMENT, LLC
1.07%1.14%#1665$20.13B61.7M$18.34B62.6M-843,020-1.35%Reduce
NORGES BANK
1.18%1.2%#1522$11.82B36.1M$8.57B34.9M+1.2M+3.44%Add
NORTHERN TRUST CORP
1.17%1.21%#1532$10.04B30.7M$9.18B31.2M-543,805-1.74%Reduce
Capital Research Global Investors
1.27%1.25%#1396$9.08B27.7M$8.06B27.4M+332,928+1.21%Add
PRICE T ROWE ASSOCIATES INC /MD/
0.9%0.92%#1967$9.06B27.7M$8.09B27.5M+198,757+0.72%Add
UBS Group AG
1.14%0.95%#1572$8.93B27.3M$6.36B21.6M+5.7M+26.20%Add
GOLDMAN SACHS GROUP INC
0.77%0.84%#2218$8.85B27.0M$7.34B24.9M+2.1M+8.44%Add
FMR LLC
0.37%0.49%#3235$8.61B26.3M$9.25B31.4M-5.1M-16.34%Reduce
WELLS FARGO & COMPANY/MN
1.28%1.28%#1379$7.89B24.1M$6.78B23.0M+1.1M+4.66%Add
ROYAL BANK OF CANADA
1.13%1.25%#1582$7.58B23.2M$7.10B24.2M-980,614-4.06%Reduce
Bank of New York Mellon Corp
1.16%1.14%#1543$7.08B21.6M$6.21B21.1M+540,362+2.56%Add
DIMENSIONAL FUND ADVISORS LP
1.15%1.16%#1553$6.36B19.4M$5.58B19.0M+449,228+2.37%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.84%0.86%#2077$6.28B19.2M$5.62B19.1M+86,154+0.45%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
1.12%1.14%#1592$6.16B18.8M$5.50B18.7M+134,634+0.72%Add
Legal & General Group Plc
1.22%1.28%#1467$5.86B17.9M$5.54B18.8M-951,729-5.05%Reduce
Fisher Asset Management, LLC
1.7%1.7%#951$5.70B17.4M$5.01B17.0M+407,347+2.39%Add
AMERIPRISE FINANCIAL INC
1.15%1.17%#1561$5.68B17.3M$5.03B17.1M+220,033+1.29%Add
FRANKLIN RESOURCES INC
1%0.95%#1773$4.91B15.0M$4.42B15.0M-20,396-0.14%Reduce
RAYMOND JAMES FINANCIAL INC
1.31%1.31%#1342$4.84B14.8M$4.25B14.5M+301,043+2.08%Add
Capital World Investors
0.56%0.62%#2661$4.74B14.5M$4.54B15.4M-947,861-6.15%Reduce
Nuveen, LLC
1.12%1.2%#1597$4.69B14.3M$4.43B15.1M-740,423-4.91%Reduce
VANGUARD FIDUCIARY TRUST CO
1.01%1.06%#1767$4.57B14.0M$4.15B14.1M-135,288-0.96%Reduce
SG Americas Securities, LLC
2.16%5.04%#631$4.30B13.2M$4.59B15.6M-2.4M-15.70%Reduce
Capital International Investors
0.86%0.87%#2036$4.15B12.7M$3.70B12.6M+58,280+0.46%Add
CITADEL ADVISORS LLC
0.47%0.58%#2887$4.14B12.6M$3.56B12.1M+557,492+4.61%Add
Invesco Ltd.
0.32%0.54%#3418$4.09B12.5M$3.63B12.3M+154,178+1.25%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
1.32%1.46%#1332$4.03B12.3M$4.33B14.7M-2.4M-16.31%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.29%0.4%#3580$3.67B11.2M$3.60B12.2M-1.0M-8.39%Reduce
BARCLAYS PLC
0.68%1.05%#2395$3.61B11.0M$4.39B14.9M-3.9M-26.05%Reduce
BNP PARIBAS FINANCIAL MARKETS
1.6%1.34%#1041$3.34B8.1M$2.77B7.1M+1.0M+14.53%Add
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
2.02%1.97%#711$2.64B8.1M$2.23B7.6M+491,069+6.49%Add
JANE STREET GROUP, LLC
0.22%0.27%#3900$2.63B8.0M$2.09B7.1M+954,219+13.46%Add
CANADA PENSION PLAN INVESTMENT BOARD
1.45%1.24%#1181$2.63B8.0M$1.92B6.5M+1.5M+22.94%Add
Neuberger Berman Group LLC
1.74%1.76%#918$2.61B8.0M$2.32B7.9M+89,456+1.13%Add
Amundi
0.63%0.56%#2496$2.61B8.0M$2.05B7.0M+997,432+14.31%Add
DEUTSCHE BANK AG\
0.75%0.81%#2248$2.59B7.9M$2.44B8.3M-401,606-4.83%Reduce
CITIGROUP INC
0.84%0.91%#2064$2.55B7.8M$2.14B7.3M+526,650+7.24%Add
HSBC HOLDINGS PLC
1.02%1.06%#1741$2.45B7.5M$2.04B6.9M+533,340+7.70%Add
Boston Partners
2.15%2.17%#636$2.42B7.4M$2.08B7.1M+307,335+4.36%Add
ENVESTNET ASSET MANAGEMENT INC
0.56%0.57%#2653$2.38B7.3M$2.12B7.2M+82,689+1.15%Add
Roehl & Yi Investment Advisors, LLC
0.79%0.97%#2172$2.28B6,977$1.8M7,386-409-5.54%Reduce
Baird Financial Group, Inc.
3.06%3.07%#292$2.23B6.8M$1.97B6.7M+118,691+1.77%Add
Mitsubishi UFJ Asset Management Co., Ltd.
1.21%1.23%#1488$2.18B6.6M$1.83B6.2M+410,413+6.58%Add
SCHRODER INVESTMENT MANAGEMENT GROUP
1.52%1.52%#1107$2.15B6.6M$1.86B6.5M+27,550+0.42%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow