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; 5,156 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
13F holders, Q1 2023
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,612
- +54 vs. Q4 2022
- Shares held
- 2.10B
- +31.6M (+1.5%) vs. Q4 2022
- Total value
- $266.3B
- −$11.2B (−4.0%) vs. Q4 2022
- New holders
- 190
- 1,652 more added
- Sold out
- 136
- 1,437 more reduced
71 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,679 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 1 | $0 | 0.00% | −432−99.8% | Reduced |
| Summit Wealth Group, LLC | 308,053 | $2 | 0.05% | +305,689+12,931.0% | Added |
| Elequin Capital LP | 3 | $391 | 0.00% | +3 | New |
| Insight Financial Services | 10 | $1.39K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 20 | $3.00K | 0.00% | −1,850−98.9% | Reduced |
| Carderock Capital Management Inc | 25 | $3.26K | 0.00% | −19,846−99.9% | Reduced |
| USA Financial Portformulas Corp | 33 | $4.30K | 0.01% | +33 | New |
| HighMark Wealth Management LLC | 38 | $4.95K | 0.00% | −124−76.5% | Reduced |
| Sofos Investments, Inc. | 130 | $6.25K | 0.27% | −4−3.0% | Reduced |
| Your Advocates Ltd., LLP | 50 | $6.52K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 53 | $6.89K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 53 | $6.91K | 0.00% | +53 | New |
| JDM Financial Group LLC | 60 | $7.82K | 0.01% | −17−22.1% | Reduced |
| HWG Holdings LP | 63 | $8.21K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 66 | $8.55K | 0.00% | +66 | New |
| Retirement Group, LLC | 68 | $9.00K | 0.00% | +48+240.0% | Added |
| Cornerstone Management, Inc. | 70 | $9.12K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 77 | $10.0K | 0.00% | +2+2.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 84 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 96 | $12.6K | 0.00% | −49−33.8% | Reduced |
| Johnson Midwest Financial, LLC | 97 | $12.6K | 0.02% | +1+1.0% | Added |
| PayPay Securities Corp | 98 | $12.8K | 0.85% | −61−38.4% | Reduced |
| FSC Wealth Advisors, LLC | 99 | $12.9K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 99 | $12.9K | 0.01% | +14+16.5% | Added |
| Financial Connections Group, Inc. | 105 | $13.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kalos Management, Inc. | 100 | $13.0K | 0.03% | +100 | New |
| Activest Wealth Management | 102 | $13.1K | 0.01% | −12,895−99.2% | Reduced |
| Sturgeon Ventures LLP | 115 | $15.0K | 0.02% | +115 | New |
| WestEnd Advisors, LLC | – | $15.2K | 0.00% | – | – |
| Clear Investment Research, LLC | 122 | $15.9K | 0.03% | +1+0.8% | Added |
| New England Capital Financial Advisors LLC | 129 | $16.8K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 131 | $17.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 150 | $20.0K | 0.02% | +150 | New |
| Lowe Wealth Advisors, LLC | 170 | $22.2K | 0.01% | +20+13.3% | Added |
| Clear Perspectives Financial Planning, LLC | 186 | $24.2K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 209 | $27.2K | 0.01% | −11−5.0% | Reduced |
| Delos Wealth Advisors, LLC | 213 | $27.8K | 0.04% | −292−57.8% | Reduced |
| Adirondack Retirement Specialists, Inc. | 226 | $29.0K | 0.02% | +189+510.8% | Added |
| Nordwand Advisors, LLC | 230 | $30.0K | 0.00% | +230 | New |
| Evolution Advisers, Inc. | 251 | $32.0K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 275 | $36.0K | 0.02% | +2+0.7% | Added |
| Bromfield Sneider Wealth Advisors | 290 | $37.8K | 0.03% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 222 | $39.0K | 0.02% | −69,556−99.7% | Reduced |
| Red Tortoise LLC | 304 | $39.6K | 0.03% | −250−45.1% | Reduced |
| Horizons Wealth Management | 318 | $41.4K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 350 | $46.0K | 0.05% | 00.0% | Unchanged |
| New Millennium Group LLC | 365 | $47.5K | 0.05% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 380 | $49.5K | 0.00% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 386 | $50.0K | 0.15% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 391 | $50.9K | 0.02% | +1+0.3% | Added |
| Marquette Asset Management, LLC | 400 | $52.1K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 407 | $53.0K | 0.00% | +296+266.7% | Added |
| Aspire Private Capital, LLC | 417 | $54.4K | 0.02% | +6+1.5% | Added |
| Iron Horse Wealth Management, LLC | 455 | $59.3K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 475 | $61.9K | 0.05% | +167+54.2% | Added |
| Mendota Financial Group, LLC | 499 | $68.0K | 0.07% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 525 | $68.4K | 0.03% | +33+6.7% | Added |
| Global Wealth Strategies & Associates | 535 | $69.7K | 0.04% | +9+1.7% | Added |
| Tfo-TDC, LLC | 536 | $69.8K | 0.02% | +446+495.6% | Added |
| Horrell Capital Management, Inc. | 547 | $71.0K | 0.02% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 563 | $73.0K | 0.03% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 563 | $73.4K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 569 | $74.1K | 0.04% | +110+24.0% | Added |
| BIT Capital GmbH | 570 | $74.3K | 0.01% | −874−60.5% | Reduced |
| Maryland Capital Advisors Inc. | 575 | $74.9K | 0.07% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 602 | $78.0K | 0.00% | +602 | New |
| McClarren Financial Advisors, Inc. | 640 | $82.0K | 0.07% | +2+0.3% | Added |
| True Wealth Design, LLC | 633 | $82.4K | 0.03% | +68+12.0% | Added |
| DecisionPoint Financial, LLC | 633 | $82.5K | 0.05% | +23+3.8% | Added |
| Lansing Street Advisors | 677 | $88.2K | 0.06% | −1,698−71.5% | Reduced |
| Guardian Wealth Management, Inc. | 706 | $92.0K | 0.09% | +24+3.5% | Added |
| Financial Avengers, Inc. | 715 | $93.2K | 0.07% | +4+0.6% | Added |
| ZRC Wealth Management, LLC | 734 | $95.6K | 0.09% | +734 | New |
| Antonetti Capital Management LLC | 745 | $97.1K | 0.14% | −555−42.7% | Reduced |
| Quarry LP | 756 | $98.5K | 0.05% | +571+308.6% | Added |
| O'Brien Wealth Partners LLC | 771 | $100.5K | 0.03% | −135−14.9% | Reduced |
| Schubert & Co | 786 | $102.4K | 0.09% | −26−3.2% | Reduced |
| WFA Asset Management Corp | 788 | $102.7K | 0.06% | +6+0.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 807 | $105.2K | 0.02% | +20+2.5% | Added |
| Core Wealth Advisors, Inc. | 911 | $118.7K | 0.05% | −59−6.1% | Reduced |
| Baldrige Asset Management LLC | 931 | $121.0K | 0.05% | 00.0% | Unchanged |
| Operose Advisors LLC | 929 | $121.1K | 0.06% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 931 | $121.3K | 0.11% | +931 | New |
| 25 LLC | 889 | $121.9K | 0.08% | +889 | New |
| Timber Creek Capital Management LLC | 950 | $123.8K | 0.04% | −200−17.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 955 | $124.0K | 0.04% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 892 | $124.0K | 0.09% | +1+0.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 952 | $124.0K | 0.02% | +604+173.6% | Added |
| Private Ocean, LLC | 955 | $124.4K | 0.02% | +143+17.6% | Added |
| Ogorek Anthony Joseph | 962 | $125.0K | 0.05% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 1,000 | $130.3K | 0.41% | −1,350−57.4% | Reduced |
| Teramo Advisors, LLC | 1,000 | $130.3K | 0.07% | −500−33.3% | Reduced |
| Itau Unibanco Holding S.A. | 1,001 | $130.4K | 0.01% | +1,001 | New |
| PrairieView Partners, LLC | 1,013 | $132.0K | 0.02% | +13+1.3% | Added |
| Newton One Investments LLC | 1,019 | $132.8K | 0.08% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,028 | $134.0K | 0.10% | +806+363.1% | Added |
| Sander Capital Advisors Inc | 1,055 | $138.0K | 0.08% | +705+201.4% | Added |
| Abound Wealth Management | 1,069 | $139.3K | 0.06% | +94+9.6% | Added |