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JPMorgan Chase & Co

JPM
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; 5,158 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.

Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM

Q1 2023 vs. Q4 2022

How the institutions holding JPMorgan Chase & Co changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of JPM: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders3,628713,612+55
Shares2.08B5.98M2.10B+31.6M (+1.5%)
Value$278.3B$785.1M$266.3B−$11.2B (−4.0%)

71 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (191)

Institutions that held JPMorgan Chase & Co at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 191 by value.

Institutions new to JPM in Q1 2023
InstitutionSharesValue% of portfolio
Empower Advisory Group, LLC1,086,791$141.5M0.64%
Quintet Private Bank (Europe) S.A.577,250$75.2M4.47%
Qube Research & Technologies Ltd451,264$58.8M0.34%
Samlyn Capital, LLC440,288$57.4M1.05%
ABN AMRO Bank N.V.355,552$46.4M1.04%
AMF Pensionsforsakring AB349,613$45.6M0.47%
Trexquant Investment LP318,342$41.5M1.14%
Voloridge Investment Management, LLC305,869$39.9M0.20%
Clear Street LLC300,000$39.1M6.22%
IMC-Chicago, LLC283,392$36.9M6.25%
Gillson Capital LP188,643$24.6M2.04%
Group One Trading, L.P.188,399$24.6M1.17%
Abn Amro Investment Solutions185,447$24.2M0.50%
ExodusPoint Capital Management, LP152,008$19.8M0.23%
683 Capital Management, LLC147,000$19.2M1.71%
Empyrean Capital Partners, LP128,000$16.7M0.68%
MYDA Advisors LLC126,500$16.5M6.94%
Canandaigua National Bank & Trust Co113,011$14.7M2.48%
Segantii Capital Management Ltd100,000$13.0M0.57%
Armistice Capital, LLC84,000$10.9M0.25%
Goldentree Asset Management LP76,865$10.0M0.94%
Balyasny Asset Management LLC75,087$9.78M0.03%
Point72 Asset Management, L.P.74,974$9.77M0.03%
Vinva Investment Management Ltd75,647$9.74M0.82%
Discovery Capital Management, LLC65,200$8.50M1.15%
Caas Capital Management LP62,909$8.20M2.65%
Evexia Wealth LLC54,140$7.39M3.98%
FORA Capital, LLC52,725$6.87M0.69%
Brown Shipley& Co Ltd46,885$6.11M3.94%
Empire Financial Management Company, LLC41,553$5.41M2.21%
Ostrum Asset Management40,124$5.23M0.46%
Buck Wealth Strategies, LLC39,614$5.16M2.52%
Claar Advisors LLC38,800$5.06M2.05%
Allen Capital Group, LLC37,626$4.90M0.93%
Boothbay Fund Management, LLC33,878$4.41M0.13%
Centre Asset Management, LLC32,951$4.29M1.04%
Palmer Knight Co32,111$4.18M2.66%
Nilsine Partners, LLC30,648$3.99M0.63%
Tradewinds, LLC.30,561$3.98M2.41%
NWF Advisory Services Inc.26,721$3.89M0.90%
Dynamic Technology Lab Private Ltd29,823$3.89M0.36%
Atomi Financial Group, Inc.28,836$3.76M2.10%
Beta Wealth Group, Inc.27,355$3.56M2.04%
HRT Financial LP27,140$3.54M0.04%
Nicholas Investment Partners, LP25,723$3.35M0.25%
Golden State Equity Partners25,220$3.29M1.78%
Sweeney & Michel, LLC22,924$3.19M1.70%
Cornerstone Wealth Management, LLC21,784$2.84M0.28%
Beck Capital Management, LLC20,776$2.71M1.15%
Titleist Asset Management, LLC20,244$2.64M0.56%
Maltese Capital Management LLC20,000$2.61M0.98%
Cobalt Capital Management, Inc.19,638$2.56M0.93%
Chesapeake Asset Management LLC19,533$2.55M2.33%
Perpetual Ltd19,471$2.54M0.02%
Pine Valley Investments Ltd Liability Co24,769$2.49M0.38%
Gsa Capital Partners LLP18,790$2.45M0.24%
PFG Investments, LLC18,279$2.38M0.49%
Aquatic Capital Management LLC17,700$2.31M0.14%
MUFG Securities EMEA plc16,544$2.16M0.04%
Goldstone Financial Group, LLC16,526$2.15M0.71%
Imprint Wealth LLC15,949$2.13M1.40%
Bontempo Ohly Capital Mgmt LLC16,115$2.10M1.04%
Icon Wealth Partners, LLC15,188$1.98M0.22%
Resolute Wealth Strategies, LLC15,154$1.97M1.68%
Verdad Advisers, LP14,967$1.95M3.93%
Banco BTG Pactual S.A.14,200$1.90M0.88%
FengHe Fund Management Pte. Ltd.14,600$1.90M0.43%
Foresight Global Investors, Inc.14,132$1.84M1.32%
Pinnacle West Asset Management, Inc.14,000$1.82M1.91%
Edgestream Partners, L.P.13,688$1.78M0.20%
WBH Advisory Inc13,615$1.77M0.22%
Waratah Capital Advisors Ltd.12,737$1.66M0.08%
Shay Capital LLC12,100$1.58M0.65%
Two Sigma Investments, LP12,000$1.56M0.00%
Central Asset Investments & Management Holdings (HK) Ltd12,000$1.56M1.66%
Taika Capital, LP11,800$1.54M0.73%
Consolidated Portfolio Review Corp11,284$1.47M0.40%
Private Capital Management, LLC11,137$1.45M0.17%
Channel Wealth LLC11,066$1.44M0.93%
Fox Run Management, L.L.C.10,826$1.41M0.46%
Fifth Third Wealth Advisors LLC10,544$1.37M2.54%
Waterloo Capital, L.P.10,531$1.37M0.42%
ORG Partners LLC10,429$1.36M0.33%
Kamunting Street Capital Management, L.P.10,000$1.30M1.93%
Intrepid Family Office LLC10,000$1.30M2.86%
Fidelity D & D Bancorp Inc6,290$1.26M0.95%
Kula Investments, LLC9,381$1.22M0.30%
Sentinus, LLC8,963$1.17M0.39%
BFT Financial Group, LLC8,878$1.16M0.17%
Johnson & White Wealth Management, LLC8,868$1.16M1.03%
Granite Bay Wealth Management, LLC8,752$1.14M0.80%
Solidarilty Wealth, LLC8,589$1.12M0.51%
TKG Advisors, LLC8,543$1.11M0.69%
Virtu Financial LLC8,062$1.05M0.11%
Legacy Capital Group California, Inc.8,046$1.05M0.51%
Gallagher Fiduciary Advisors, LLC7,333$956.2K0.08%
Qsemble Capital Management, LP7,200$938.2K0.63%
XY Capital Ltd7,200$938.2K0.79%
Liberty Wealth Management LLC7,191$930.4K0.19%
XR Securities LLC7,085$923.2K1.31%

Sold out (136)

Institutions that held JPMorgan Chase & Co at the end of Q4 2022 and filed for Q1 2023 without it.

Showing the largest 100 of 136 by value.

Institutions that sold out of JPM in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
HoldCo Asset Management, L.P.1,398,078$187.5M
Fiduciary Management Inc1,302,390$174.7M
Bridgewater Associates, LP692,356$92.8M
Marsico Capital Management LLC462,993$62.1M
Brinker Capital Investments, LLC197,179$26.4M
Nicola Wealth Management Ltd.108,200$14.5M
Stevens Capital Management LP99,667$13.4M
Private Advisory Group LLC68,107$9.13M
Parallax Volatility Advisers, L.P.64,906$8.70M
International Assets Investment Management, LLC1,218,187$8.46M
Power Corp of Canada58,785$7.88M
Quantitative Investment Management, LLC52,675$7.06M
Windward Capital Management Co52,524$7.04M
Orion Portfolio Solutions, LLC51,160$6.86M
Wintrust Investments LLC49,137$6.59M
LMR Partners LLP46,978$6.30M
Highlander Partners, L.P.45,400$6.09M
Chiron Investment Management, LLC43,769$5.87M
Wilson Asset Management (International) Pty Ltd41,597$5.58M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group41,320$5.54M
Capstone Investment Advisors, LLC29,868$4.01M
Wisconsin Capital Management LLC26,469$3.55M
Pariax, LLC26,078$3.50M
Liontrust Investment Partners LLP25,000$3.35M
George Kaiser Family Foundation21,657$2.90M
Stableford Capital II LLC19,595$2.69M
Point72 Europe (London) LLP19,600$2.63M
Terra Nova Asset Management LLC19,440$2.61M
Econ Financial Services Corp18,717$2.51M
Guild Investment Management, Inc.16,875$2.26M
CenterBook Partners LP16,791$2.25M
MRP Capital Investments, LLC16,662$2.23M
Hirtle Callaghan & Co LLC16,276$2.18M
Blue Investment Partners LLC13,071$1.75M
Mizuho Markets Cayman LP11,190$1.50M
Paloma Partners Management Co10,471$1.40M
Mirabella Financial Services LLP9,700$1.30M
XTX Topco Ltd7,957$1.07M
Threadgill Financial, LLC7,361$987.1K
Boston Common Asset Management, LLC7,257$973.0K
Prelude Capital Management, LLC7,058$946.5K
Rpo LLC6,520$874.3K
TrimTabs Asset Management, LLC6,065$813.3K
Premier Asset Management LLC5,844$783.7K
Arabesque Asset Management Ltd5,833$782.2K
Norris Financial Group, LLC5,791$776.6K
New England Research & Management, Inc.5,098$684.0K
San Luis Wealth Advisors LLC5,084$682.0K
Spouting Rock Asset Management, LLC4,588$615.3K
Center For Asset Management LLC4,437$595.0K
RWM Asset Management, LLC4,416$592.2K
O'Neil Global Advisors, Inc.4,313$578.0K
Axq Capital, LP4,000$536.4K
Redwood Investment Management, LLC3,778$507.0K
Vertex Planning Partners, LLC3,479$466.5K
HITE Hedge Asset Management LLC3,392$454.9K
National Wealth Management Group, LLC3,353$449.6K
Inceptionr LLC3,281$440.0K
Mason Investment Advisory Services, Inc.3,180$426.4K
Delap Wealth Advisory, LLC3,169$425.0K
Riverwater Partners LLC3,147$422.0K
Smallwood Wealth Investment Management, LLC3,094$414.9K
Jump Financial, LLC3,045$408.3K
Pearl River Capital, LLC3,020$405.0K
Capital Counsel LLC2,714$363.9K
Windsor Advisory Group, LLC2,702$362.4K
Intrepid Capital Management Inc2,603$349.0K
Enzi Wealth2,427$336.0K
Heritage Wealth Partners, LLC2,480$335.0K
Clarity Financial LLC2,474$331.8K
Northstar Advisory Group, LLC2,472$331.5K
Fiducient Advisors LLC2,310$309.8K
Claris Advisors, LLC2,254$302.2K
Capstone Wealth Management Group, LLC2,198$294.8K
Redmont Wealth Advisors LLC2,169$290.9K
RVW Wealth, LLC2,145$287.6K
Carroll Investors, Inc2,158$287.5K
CCG Wealth Management, LLC2,083$279.3K
ESG Planning2,082$279.2K
Fluent Financial, LLC2,076$278.4K
Blue Zone Wealth Advisors, LLC1,981$265.7K
Wick Capital Partners, LLC1,950$261.0K
Hilltop Wealth Advisors, LLC1,936$259.6K
AMJ Financial Wealth Management1,887$253.0K
Hall Private Wealth Advisors1,813$243.1K
AJ Advisors, LLC1,776$238.1K
Ergoteles LLC1,752$234.9K
MGO Private Wealth, LLC1,694$227.1K
D.B. Root & Company, LLC1,691$226.8K
Clearwater Capital Advisors, LLC1,685$226.0K
Jackson Thornton Asset Management, LLC1,619$217.1K
Golden Green, Inc.1,615$216.6K
Fernwood Investment Management, LLC1,608$215.6K
Navellier & Associates Inc1,600$214.6K
Family Asset Management, LLC1,585$212.6K
Vahanian & Associates Financial Planning Inc.1,583$212.3K
American Institute for Advanced Investment Management, LLP1,578$211.6K
SMH Capital Advisors Inc1,572$210.8K
Old North State Wealth Management, LLC1,543$207.3K
KFG Wealth Management, LLC1,538$206.2K

Not filed for Q1 2023 yet (71)

Institutions that held JPMorgan Chase & Co at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Rothschild & Co Asset Management US Inc.1,301,150$174.5M
Personal Capital Advisors Corp1,071,509$143.7M
Gofen & Glossberg LLC761,830$102.2M
Comerica Bank710,532$100.0M
Abeille Asset Management SA367,362$55.0M
Bank of the West134,457$18.0M
Allstate Investment Management Co124,964$16.8M
Financial Partners Capital Management LLC120,133$16.1M
Canandaigua National Corp111,860$15.0M
Regent Investment Management LLC90,766$12.2M
Boenning & Scattergood, Inc.73,372$10.0M
St Germain D J Co Inc260,594$7.57M
Autus Asset Management, LLC55,622$7.46M
Semmax Financial Advisors Inc.50,725$7.19M
Sargent Bickham Lagudis LLC49,630$6.66M
Gamble Jones Investment Counsel46,291$6.21M
Laurel Wealth Advisors, Inc.41,728$5.53M
Trustcore Financial Services, LLC39,913$5.35M
Burleson & Company, LLC38,496$5.16M
ARGI Investment Services, LLC37,370$5.01M
Pendal Group Limited29,065$3.90M
Fairhaven Wealth Management, LLC28,436$3.81M
YorkBridge Wealth Partners, LLC28,040$3.76M
Seeyond27,568$3.70M
Mathes Company, Inc.25,073$3.36M
WC Walker & Associates, Inc.22,003$3.05M
Zeke Capital Advisors, LLC21,103$2.83M
Titleist Asset Management, Ltd.20,094$2.69M
Hotaling Investment Management, LLC19,887$2.67M
Keystone Financial Group18,050$2.42M
Moser Wealth Advisors, LLC17,889$2.40M
Gibson Wealth Advisors LLC18,724$2.38M
Game Plan Financial Advisors, LLC16,024$2.15M
Paradigm Capital Management, LLC15,549$2.09M
Icon Wealth Advisors, LLC15,318$2.05M
CoreCap Advisors, LLC14,685$1.97M
Perpetual Investment Management Ltd13,321$1.79M
Delphi Management Inc10,145$1.36M
Ascension Asset Management LLC8,854$1.19M
CFO4Life, L.P.8,460$1.13M
Apella Capital, LLC7,925$1.06M
Gallagher Benefit Services, Inc.7,603$1.02M
F3Logic, LLC7,603$1.02M
First Citizens Financial Corp7,147$958.0K
Probity Advisors, Inc.6,913$927.0K
Security National Bank of So Dak5,933$796.0K
SBK Financial, Inc.5,747$770.7K
Willner & Heller, LLC5,031$674.6K
Momentum Advisors, LLC4,919$659.7K
Selective Wealth Management, Inc.4,763$643.4K
Lehman & Derafelo Financial Resources LLC4,763$638.7K
Tyler-Stone Wealth Management4,444$596.0K
Aevitas Wealth Management, Inc.3,448$462.4K
Glass Jacobson Investment Advisors llc3,315$444.5K
Sanford Advisory Services, LLC3,176$425.9K
Resolute Financial, LLC3,022$405.2K
S.C. Financial Services, Inc.2,955$396.3K
Marotta Asset Management2,422$324.8K
Align Wealth Management, LLC3,090$322.9K
Bickling Financial Services, Inc.2,379$319.0K
Security National Bank of Sioux City Iowa2,373$318.0K
Ipsen Advisor Group LLC2,237$300.0K
Financial Advisors Network, Inc.2,233$299.4K
Heritage Wealth Management, LLC2,104$282.2K
Cribstone Capital Management, LLC1,983$265.9K
Spartan Planning & Wealth Management1,758$235.7K
Cornerstone Planning Group LLC1,102$148.6K
Capital Directions Investment Advisors, LLC327$43.9K
Boulder Wealth Advisors, LLC320$43.0K
Red Cedar Capital, LLC100$13.0K
Sanctuary Wealth Management, L.L.C.20$2.68K