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
- 3,612
- +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
- 1,651 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 |
|---|---|---|---|---|---|
| CWS Financial Advisors, LLC | 6,472 | $843.3K | 0.34% | +341+5.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,475 | $843.8K | 0.00% | +1,300+25.1% | Added |
| Bordeaux Wealth Advisors LLC | 6,485 | $845.1K | 0.44% | +202+3.2% | Added |
| Lavaca Capital LLC | 6,364 | $850.3K | 0.20% | +600+10.4% | Added |
| Edgemoor Investment Advisors, Inc. | 6,530 | $851.0K | 0.10% | −503−7.2% | Reduced |
| Waypoint Capital Advisors, LLC | 6,531 | $851.1K | 0.28% | −134−2.0% | Reduced |
| Wagner Wealth Management, LLC | 6,539 | $852.1K | 0.39% | +20+0.3% | Added |
| Gould Asset Management LLC | 6,560 | $854.8K | 0.24% | −20−0.3% | Reduced |
| Stiles Financial Services Inc | 6,566 | $855.6K | 0.46% | +130+2.0% | Added |
| HHM Wealth Advisors, LLC | 6,569 | $856.0K | 0.17% | +1,346+25.8% | Added |
| Fullen Financial Group | 6,195 | $856.3K | 0.46% | −819−11.7% | Reduced |
| Caz Investments LP | 6,600 | $860.0K | 2.51% | −2,500−27.5% | Reduced |
| Rodgers Brothers Inc. | 6,607 | $861.0K | 0.17% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 6,618 | $862.4K | 0.85% | +210+3.3% | Added |
| Balboa Wealth Partners | 6,620 | $862.6K | 0.33% | −246−3.6% | Reduced |
| Aurora Private Wealth, Inc. | 6,621 | $863.0K | 0.92% | +762+13.0% | Added |
| Harvest Volatility Management LLC | 6,720 | $865.2K | 0.17% | −710−9.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,652 | $866.7K | 0.22% | +353+5.6% | Added |
| Creative Financial Designs Inc | 6,669 | $869.0K | 0.11% | −1,318−16.5% | Reduced |
| Kolinsky Wealth Management, LLC | 6,699 | $873.0K | 0.93% | +286+4.5% | Added |
| Hamilton Capital Partners Inc. | 6,700 | $873.1K | 0.32% | +4,900+272.2% | Added |
| Thrive Wealth Management, LLC | 6,700 | $873.1K | 0.22% | +1,121+20.1% | Added |
| Profit Investment Management, LLC | 6,706 | $873.9K | 0.58% | −366−5.2% | Reduced |
| InTrack Investment Management Inc | 6,807 | $874.1K | 0.80% | +3,238+90.7% | Added |
| Viawealth, LLC | 6,708 | $874.3K | 0.69% | +13+0.2% | Added |
| CapWealth Advisors, LLC | 6,713 | $874.8K | 0.11% | +128+1.9% | Added |
| Austin Private Wealth, LLC | 6,771 | $882.3K | 0.14% | +920+15.7% | Added |
| Portland Investment Counsel Inc. | 6,780 | $884.0K | 0.40% | 00.0% | Unchanged |
| Winmill & Co. Inc | 6,800 | $886.1K | 0.33% | 00.0% | Unchanged |
| Plancorp, LLC | 6,803 | $886.5K | 0.05% | −1,398−17.0% | Reduced |
| waypoint wealth counsel | 6,815 | $888.0K | 0.69% | −49−0.7% | Reduced |
| Phillips Wealth Planners LLC | 6,289 | $888.0K | 1.17% | −597−8.7% | Reduced |
| Palogic Value Management, L.P. | 6,824 | $889.2K | 0.44% | 00.0% | Unchanged |
| DMG Group, LLC | 6,833 | $889.4K | 0.90% | −411−5.7% | Reduced |
| Renaissance Group LLC | 6,834 | $890.5K | 0.04% | −764−10.1% | Reduced |
| Northside Capital Management, LLC | 6,850 | $892.6K | 0.24% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 6,850 | $892.6K | 0.16% | +50+0.7% | Added |
| Morris Retirement Advisors, LLC | 6,883 | $897.0K | 0.65% | −920−11.8% | Reduced |
| SC&H Financial Advisors, Inc. | 6,885 | $897.2K | 0.33% | +129+1.9% | Added |
| Wills Financial Group, Inc. | 6,895 | $898.5K | 0.48% | +1,092+18.8% | Added |
| Capital Investment Counsel, Inc | 6,897 | $898.7K | 0.21% | −580−7.8% | Reduced |
| Sippican Capital Advisors | 6,914 | $901.0K | 0.86% | −100−1.4% | Reduced |
| Sunflower Bank, N.A. | 6,924 | $902.3K | 0.20% | −419−5.7% | Reduced |
| First Command Bank | 6,934 | $903.6K | 0.09% | −10−0.1% | Reduced |
| First Command Financial Services, Inc. | 6,934 | $903.6K | 0.09% | −10−0.1% | Reduced |
| Summit Wealth Partners, LLC | 6,934 | $903.6K | 0.23% | +2,033+41.5% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,976 | $909.0K | 0.13% | +41+0.6% | Added |
| Cladis Investment Advisory, LLC | 6,979 | $909.4K | 0.82% | +100+1.5% | Added |
| Highline Wealth Partners LLC | 6,994 | $911.4K | 0.62% | +836+13.6% | Added |
| Meridian Investment Counsel Inc. | 6,995 | $911.5K | 0.35% | 00.0% | Unchanged |
| Denali Advisors LLC | 7,000 | $912.2K | 0.38% | −400−5.4% | Reduced |
| Core Wealth Partners LLC | 7,012 | $913.8K | 0.92% | −185−2.6% | Reduced |
| Audent Global Asset Management, LLC | 7,013 | $913.9K | 1.28% | +385+5.8% | Added |
| Bluesphere Advisors, LLC | 7,014 | $914.0K | 0.76% | +5,189+284.3% | Added |
| SRS Capital Advisors, Inc. | 7,018 | $914.5K | 0.12% | −177−2.5% | Reduced |
| Gateway Advisory, LLC | 7,049 | $919.0K | 0.20% | −285−3.9% | Reduced |
| Successful Portfolios LLC | 7,052 | $919.0K | 0.58% | −587−7.7% | Reduced |
| Wall Street Access Asset Management, LLC | 7,066 | $920.7K | 0.61% | +6+0.1% | Added |
| PYA Waltman Capital, LLC | 7,072 | $921.6K | 0.46% | +1,133+19.1% | Added |
| Glassman Wealth Services | 7,081 | $922.7K | 0.16% | +217+3.2% | Added |
| XR Securities LLC | 7,085 | $923.2K | 1.31% | +7,085 | New |
| Relative Value Partners Group, LLC | 7,111 | $926.6K | 0.06% | −625−8.1% | Reduced |
| Green Harvest Asset Management LLC | 7,120 | $927.8K | 0.04% | +177+2.5% | Added |
| Affiance Financial, LLC | 7,136 | $929.9K | 0.49% | +60+0.8% | Added |
| Liberty Wealth Management LLC | 7,191 | $930.4K | 0.19% | +7,191 | New |
| Sierra Capital LLC | 7,151 | $932.0K | 0.15% | 00.0% | Unchanged |
| REDW Wealth LLC | 7,156 | $932.5K | 0.30% | +491+7.4% | Added |
| AlphaStar Capital Management, LLC | 7,162 | $933.3K | 0.08% | +263+3.8% | Added |
| Charter Oak Capital Management, LLC | 7,163 | $933.4K | 0.13% | +90+1.3% | Added |
| Teamwork Financial Advisors, LLC | 7,172 | $934.6K | 0.17% | +4,059+130.4% | Added |
| Consilium Wealth Advisory, LLC | 7,182 | $935.9K | 0.80% | +768+12.0% | Added |
| O'Brien Greene & Co. Inc | 7,203 | $938.0K | 0.35% | −200−2.7% | Reduced |
| Qsemble Capital Management, LP | 7,200 | $938.2K | 0.63% | +7,200 | New |
| XY Capital Ltd | 7,200 | $938.2K | 0.79% | +7,200 | New |
| Northern Financial Advisors Inc | 7,711 | $938.6K | 0.88% | +610+8.6% | Added |
| ERn Financial, LLC | 7,236 | $942.9K | 0.21% | +33+0.5% | Added |
| AllSquare Wealth Management LLC | 7,241 | $943.5K | 0.61% | +675+10.3% | Added |
| Five Oceans Advisors | 7,245 | $944.1K | 0.61% | +104+1.5% | Added |
| JFS Wealth Advisors, LLC | 7,256 | $945.5K | 0.09% | −1,288−15.1% | Reduced |
| Powell Investment Advisors, LLC | 7,257 | $945.7K | 0.53% | +3,663+101.9% | Added |
| Advocate Group LLC | 7,263 | $946.4K | 0.21% | +3,780+108.5% | Added |
| Armbruster Capital Management, Inc. | 7,264 | $946.6K | 0.24% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 7,275 | $948.0K | 0.36% | +383+5.6% | Added |
| Ted Buchan & Co | 7,302 | $951.6K | 0.80% | −637−8.0% | Reduced |
| State of Wyoming | 7,314 | $953.1K | 0.31% | −147−2.0% | Reduced |
| Financial Management Network Inc | 7,435 | $954.8K | 0.38% | −456−5.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 7,490 | $956.0K | 0.40% | +955+14.6% | Added |
| Ironwood Investment Management LLC | 7,338 | $956.2K | 0.60% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 7,333 | $956.2K | 0.08% | +7,333 | New |
| Aspireon Wealth Advisors | 7,341 | $957.0K | 0.52% | −334−4.4% | Reduced |
| Gray Wealth Management Inc. | 7,353 | $958.2K | 0.52% | +887+13.7% | Added |
| Greenup Street Wealth Management LLC | 7,378 | $961.4K | 0.34% | +109+1.5% | Added |
| Legacy Advisors, LLC | 7,386 | $962.5K | 0.18% | −346−4.5% | Reduced |
| Eukles Asset Management | 7,458 | $971.9K | 0.53% | +330+4.6% | Added |
| Almanack Investment Partners, LLC. | 7,471 | $973.6K | 0.19% | −65−0.9% | Reduced |
| Westwood Wealth Management | 7,487 | $975.6K | 0.91% | −1,400−15.8% | Reduced |
| LBMC Investment Advisors, LLC | 7,490 | $976.0K | 0.10% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 7,493 | $976.5K | 0.95% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 7,494 | $976.5K | 0.08% | +4,418+143.6% | Added |
| Atwood & Palmer Inc | 7,495 | $976.7K | 0.09% | 00.0% | Unchanged |