JPMorgan Chase & Co
JPM.PC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 9 institutions reported holding it in 13F filings for Q2 2026, worth $3.99M in total; no superinvestor holds it.
Other share classesJPMAMJBVYLDJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
Q1 2024 vs. Q4 2023
How the institutions holding JPMorgan Chase & Co changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 9 | 1 | 9 | +1 |
| Shares | 373.8K | 2.34K | 418.8K | +47.3K (+12.7%) |
| Value | $9.46M | $59.0K | $10.5M | +$1.15M (+12.2%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (2)
Institutions that held JPMorgan Chase & Co at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Whalerock Point Partners, LLC | 44,000 | $1.11M | 0.30% |
| Sofos Investments, Inc. | 153 | $3.85K | 0.00% |
Sold out (1)
Institutions that held JPMorgan Chase & Co at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Bartlett & Co. Wealth Management LLC | 2,340 | $59.2K |
Not filed for Q1 2024 yet (1)
Institutions that held JPMorgan Chase & Co at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Bartlett & Co. LLC | 2,340 | $59.0K |