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; 5,157 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
- 3,613
- +55 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
- 191
- 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 5,690 | $741.4K | 0.29% | −702−11.0% | Reduced |
| Whitcomb & Hess, Inc. | 5,691 | $741.6K | 0.28% | +5+0.1% | Added |
| First National Bank | 5,707 | $743.7K | 0.64% | +232+4.2% | Added |
| FirstPurpose Wealth LLC | 5,709 | $743.9K | 0.37% | +171+3.1% | Added |
| Lantz Financial LLC | 5,713 | $744.5K | 0.31% | −1,357−19.2% | Reduced |
| Millennium Capital Advisors, LLC | 5,730 | $746.6K | 0.67% | +10.0% | Added |
| Black Diamond Financial, LLC | 5,730 | $746.7K | 0.25% | +427+8.1% | Added |
| Providence First Trust Co | 5,737 | $747.6K | 0.43% | +200+3.6% | Added |
| Roberts Glore & Co Inc | 5,740 | $748.0K | 0.25% | +76+1.3% | Added |
| Avaii Wealth Management, LLC | 5,742 | $748.3K | 0.65% | +368+6.8% | Added |
| Element Wealth, LLC | 5,751 | $749.4K | 0.56% | +111+2.0% | Added |
| Barnes Pettey Financial Advisors, LLC | 5,751 | $749.4K | 0.72% | −40−0.7% | Reduced |
| Options Solutions, LLC | 5,752 | $749.5K | 0.86% | +52+0.9% | Added |
| Kinsale Capital Group, Inc. | 5,754 | $749.8K | 0.55% | +5,754 | New |
| Westhampton Capital, LLC | 5,757 | $750.2K | 0.48% | +40+0.7% | Added |
| Capital Planning Advisors, LLC | 5,762 | $750.8K | 0.16% | −1,103−16.1% | Reduced |
| Oliver Luxxe Assets LLC | 5,792 | $754.8K | 0.20% | −4−0.1% | Reduced |
| Private Capital Management LLC | 5,812 | $757.4K | 0.23% | +1,910+48.9% | Added |
| One Wealth Advisors, LLC | 5,815 | $757.8K | 0.18% | −333−5.4% | Reduced |
| Legal Advantage Investments, Inc. | 5,818 | $758.1K | 0.56% | 00.0% | Unchanged |
| Reitz Capital Advisors LLC | 5,827 | $759.3K | 0.70% | −235−3.9% | Reduced |
| Highland Financial Advisors, LLC | 5,838 | $761.0K | 0.41% | +20.0% | Added |
| Fairview Capital Investment Management, LLC | 5,845 | $761.7K | 0.05% | +356+6.5% | Added |
| WealthTrust Axiom LLC | 5,847 | $762.0K | 0.26% | +169+3.0% | Added |
| Key Client Fiduciary Advisors, LLC | 5,851 | $762.4K | 0.48% | +53+0.9% | Added |
| Breakwater Capital Group | 5,860 | $763.6K | 0.32% | +597+11.3% | Added |
| Clearview Wealth Advisors LLC | 5,863 | $764.0K | 0.77% | −2,253−27.8% | Reduced |
| Cross Staff Investments Inc | 5,877 | $765.9K | 0.76% | +10.0% | Added |
| Rosenberg Matthew Hamilton | 5,878 | $765.9K | 0.25% | −186−3.1% | Reduced |
| Davis Investment Partners, LLC | 5,970 | $766.9K | 0.41% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 5,886 | $766.9K | 0.76% | −19−0.3% | Reduced |
| Salomon & Ludwin, LLC | 5,891 | $767.7K | 0.09% | −21−0.4% | Reduced |
| Doheny Asset Management | 5,905 | $769.0K | 0.69% | +1,801+43.9% | Added |
| Cravens & Co Advisors, LLC | 5,905 | $769.4K | 0.72% | +74+1.3% | Added |
| Bridgefront Capital, LLC | 5,907 | $769.7K | 0.47% | +5,907 | New |
| Hurlow Wealth Management Group, Inc. | 5,913 | $770.5K | 0.36% | +11+0.2% | Added |
| Brown Capital Management LLC | 5,926 | $772.2K | 0.01% | −64−1.1% | Reduced |
| Grey Fox Wealth Advisors, LLC | 5,927 | $772.4K | 0.46% | +193+3.4% | Added |
| Skba Capital Management LLC | 5,932 | $773.0K | 0.14% | 00.0% | Unchanged |
| Granite FO LLC | 5,610 | $775.5K | 0.48% | +5,491+4,614.3% | Added |
| Geller Advisors LLC | 5,962 | $776.9K | 0.11% | +1,538+34.8% | Added |
| KC Investment Advisors, LLC | 5,962 | $777.0K | 0.73% | +20.0% | Added |
| Viewpoint Capital Management LLC | 5,965 | $777.3K | 0.70% | −300−4.8% | Reduced |
| Disciplined Equity Management, Inc. | 5,970 | $778.0K | 0.66% | −40−0.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 5,979 | $779.1K | 0.24% | −656−9.9% | Reduced |
| Centerpoint Advisors, LLC | 6,012 | $783.0K | 0.34% | +123+2.1% | Added |
| Pathway Financial Advisors LLC | 6,010 | $783.2K | 0.26% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 6,012 | $783.4K | 0.62% | +517+9.4% | Added |
| Barden Capital Management, Inc. | 6,015 | $783.8K | 0.75% | +6,015 | New |
| Krane Funds Advisors LLC | 6,102 | $784.0K | 0.04% | −253−4.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 6,020 | $784.4K | 0.58% | −69−1.1% | Reduced |
| BMS Financial Advisors, LLC | 6,048 | $788.1K | 0.54% | +42+0.7% | Added |
| BOS Asset Management, LLC | 6,056 | $789.2K | 0.66% | +169+2.9% | Added |
| Hall Laurie J Trustee | 6,065 | $790.0K | 0.34% | −700−10.3% | Reduced |
| Systematic Financial Management LP | 6,075 | $791.6K | 0.03% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 6,085 | $792.9K | 0.22% | +500+9.0% | Added |
| Legacy Capital Wealth Partners, LLC | 6,092 | $793.9K | 0.22% | +6,092 | New |
| Shakespeare Wealth Management, Inc. | 6,095 | $794.3K | 0.28% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6,100 | $794.9K | 0.19% | +123+2.1% | Added |
| LGT Financial Advisors LLC | 6,116 | $797.0K | 1.48% | +2,427+65.8% | Added |
| Private Wealth Advisors | 6,121 | $797.7K | 0.34% | −125−2.0% | Reduced |
| Berger Financial Group, Inc | 6,125 | $798.1K | 0.10% | −224−3.5% | Reduced |
| Narus Financial Partners, LLC | 6,132 | $799.1K | 0.43% | −65−1.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 6,135 | $799.5K | 0.43% | +201+3.4% | Added |
| Barrett & Company, Inc. | 6,140 | $800.1K | 0.51% | +9+0.1% | Added |
| Lodestar Private Asset Management LLC | 6,143 | $800.5K | 0.14% | +131+2.2% | Added |
| Asset Management Corp | 6,158 | $802.5K | 0.63% | −883−12.5% | Reduced |
| Clifford Group, LLC | 6,176 | $804.8K | 0.98% | +208+3.5% | Added |
| Foster Group, Inc. | 6,183 | $805.7K | 0.05% | +1,139+22.6% | Added |
| Engineers Gate Manager LP | 6,197 | $807.5K | 0.03% | +6,197 | New |
| Keating Investment Counselors Inc | 6,198 | $807.7K | 0.31% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 6,206 | $808.7K | 0.66% | −454−6.8% | Reduced |
| Vivaldi Capital Management, LLC | 6,216 | $810.0K | 0.24% | −14,437−69.9% | Reduced |
| Solstein Capital, LLC | 6,231 | $812.0K | 0.71% | 00.0% | Unchanged |
| McLean Asset Management Corp | 6,234 | $812.4K | 0.33% | −241−3.7% | Reduced |
| Atlas Capital Advisors LLC | 6,242 | $813.4K | 0.13% | +185+3.1% | Added |
| Caldwell Sutter Capital, Inc. | 6,263 | $816.1K | 0.59% | +2,342+59.7% | Added |
| Latitude Advisors, LLC | 6,275 | $817.7K | 0.59% | −236−3.6% | Reduced |
| PCA Investment Advisory Services Inc. | 6,285 | $819.1K | 0.58% | +6,285 | New |
| Crew Capital Management, Ltd. | 6,286 | $819.1K | 1.18% | +424+7.2% | Added |
| LWM Advisory Services, LLC | 6,314 | $821.0K | 0.88% | +77+1.2% | Added |
| TFC Financial Management | 6,315 | $822.9K | 0.21% | +1,066+20.3% | Added |
| Oldfather Financial Services, LLC | 6,321 | $823.7K | 0.43% | +2,805+79.8% | Added |
| Sentry LLC | 6,327 | $824.5K | 0.19% | +6,327 | New |
| Security Financial Services, INC. | 6,345 | $826.8K | 0.25% | +10.0% | Added |
| Greatmark Investment Partners, Inc. | 6,347 | $827.1K | 0.15% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 6,359 | $828.6K | 0.59% | −600−8.6% | Reduced |
| Tennessee Valley Asset Management Partners | 6,360 | $828.8K | 0.27% | +23+0.4% | Added |
| Terril Brothers, Inc. | 6,368 | $829.8K | 0.39% | −4,205−39.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,374 | $830.6K | 0.40% | −21−0.3% | Reduced |
| Riverbridge Partners LLC | 6,376 | $830.9K | 0.01% | +171+2.8% | Added |
| Richard W. Paul & Associates, LLC | 6,382 | $831.7K | 0.38% | −378−5.6% | Reduced |
| LexAurum Advisors, LLC | 6,385 | $832.0K | 0.28% | +33+0.5% | Added |
| KLK Capital Management LLC | 6,417 | $836.2K | 1.07% | +67+1.1% | Added |
| Wallace Advisory Group, LLC | 6,420 | $836.6K | 0.64% | −79−1.2% | Reduced |
| Sterneck Capital Management, LLC | 6,438 | $839.0K | 0.53% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,441 | $839.4K | 0.13% | +148+2.4% | Added |
| Global Financial Private Client, LLC | 6,459 | $840.7K | 0.43% | +1,927+42.5% | Added |
| New Jersey Better Educational Savings Trust | 6,461 | $841.9K | 2.28% | 00.0% | Unchanged |
| McDaniel Terry & Co | 6,467 | $843.0K | 0.09% | −1,721−21.0% | Reduced |