JPMorgan Chase & Co.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 4,996 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What the filings say against what the research found

Every holding above was also resolved directly from EDGAR through a precedence rule: the company's own filing outranks a 13D or 13G, which outranks a 13F, which outranks hand research. A 13F reports only US listed, long, US custodied positions, so it is a floor rather than a level. Where sources disagree the higher one leads and the lower is kept beside it.

No position here shows a material gap between sources.

• 13F excluded: 34,064 positions are client assets under management, not the firm's own book

What a reader needs to know to read these numbers

• The 13F exclusion, read this first. JPMorgan Chase & Co. files a 13F, and it is one of the largest in the world: the filing for the quarter ended 30 June 2026, filed 12 August 2026, reports 34,064 positions worth $1,807,041,234,839 across the parent and 17 other included managers. Almost none of that is JPMorgan's own money. It is client assets managed by JPMorgan Asset Management and the private bank, plus custody, market making and brokerage inventory. Under the brief's exclusion of index-fund style positions held on behalf of clients, essentially the entire 13F is out of scope, so no 13F line item appears in holdings. A reader who pulls JPMorgan's 13F and finds 5% positions in hundreds of listed companies is looking at other people's money, not JPMorgan's balance sheet. The same applies to the hundreds of Schedule 13G filings JPMorgan files each year as an investment adviser.
• The honest answer on holdings is that JPMorgan separately discloses very few own-balance-sheet equity stakes. Only the Visa share position and the C6 Bank ownership stake are named in the Q2 2026 10-Q or the 2025 10-K. Everything else sits inside aggregate portfolio totals with no named counterparties, so this list is deliberately short rather than padded.
• The aggregates that are disclosed, for scale, all from the Q2 2026 10-Q. Total principal investment portfolio carrying value was $54.1bn at 30 June 2026, up from $47.0bn at 31 December 2025, split $35.2bn tax-oriented investments (mainly alternative energy and affordable housing, which are not corporate equity stakes) and $18.9bn of private equity, various debt and equity instruments and real assets. Within that, equity investments with a carrying value of $3.7bn were made by the Strategic Investment Group inside the Firm's Security and Resiliency Initiative. Equity securities held under the measurement alternative in other assets had a carrying value of $8,191m at 30 June 2026 against $4,921m at 31 December 2025. None of these totals name individual investee companies, so they cannot be broken into positions.
• Q2 2026 equity investment gains: $1,026m of gains on certain equity investments ($763m in Corporate, $263m in CIB), being a measurement alternative markup on one equity investment and initial gains on transition from measurement alternative to recurring fair value on certain others. The 10-Q does not name any of the companies involved.
• Visa Class B-3 shares are held at nominal carryover basis, so JPMorgan's own books carry them far below the derived $5.06bn conversion-equivalent value shown here. Do not read that number as a balance sheet figure.
• Register reconciliation on Vanguard. The 2026 proxy 5% table gives The Vanguard Group 265,758,185 shares, 9.86%, as of 31 December 2025, sourced from Vanguard's Q4 2025 13F. In the Q2 2026 13F data Vanguard appears split across separate filing entities, principally Vanguard Capital Management LLC at 161,586,023 shares and Vanguard Portfolio Management LLC at 65,819,503 shares, which sum to 227,405,526 or 8.55%. Both are listed in the register. Do not add the 31 December 2025 Vanguard Group line to the two 30 June 2026 entity lines: that would double count. The Vanguard Group line is the older, complex-wide figure.
• Register reconciliation on BlackRock. The 2026 proxy 5% table gives 192,831,104 shares, 7.15%, as of 31 December 2025. The 30 June 2026 13F position is 206,290,537 shares, 7.76%. The more recent figure is used in the register.
• Several register entries are themselves banks and brokers (Bank of America, Morgan Stanley, Goldman Sachs, Wells Fargo). Their 13F positions in JPM are overwhelmingly client wealth management assets and market making inventory, the same distinction that removes JPMorgan's own 13F from the holdings side. They are listed as active for lack of a better label, but they are not conviction stakes.
• Register percentages use 2,658,186,195 common shares outstanding at 30 June 2026 from the 10-Q cover page. Values are marked at the JPM close of $362.84 on 14 August 2026. The proxy 5% table percentages (Vanguard 9.86%, BlackRock 7.15%) use the share count outstanding at 31 December 2025 and are left as filed.
• JPMorgan has a single class of common stock, so there is no dual-class voting story. Insider ownership is immaterial in voting terms: the proxy states that beneficial ownership of all directors, nominees and NEOs individually and as a group is less than 1% of outstanding common stock. Jamie Dimon held 6,266,647 common shares (0.236%) at 28 February 2026, including 116,466 shares owned by entities as to which he disclaims beneficial ownership. Institutional ownership is about 84.9% of shares outstanding.
• Total institutional holdings value reported alongside the 13F aggregation was $818.888bn, against a market cap of $964.5bn.