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 |
|---|---|---|---|---|---|
| Lumina Fund Management LLC | 7,500 | $977.0K | 0.46% | 00.0% | Unchanged |
| Alta Advisers Ltd | 7,500 | $977.3K | 0.58% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 7,503 | $977.7K | 0.89% | +259+3.6% | Added |
| Foster Victor Wealth Advisors, LLC | 7,617 | $978.2K | 0.12% | +711+10.3% | Added |
| Purus Wealth Management, LLC | 7,513 | $979.0K | 0.77% | +552+7.9% | Added |
| Sather Financial Group Inc | 7,520 | $980.0K | 0.09% | −101,184−93.1% | Reduced |
| HF Advisory Group, LLC | 7,529 | $981.1K | 0.87% | +1,045+16.1% | Added |
| Diversified, LLC | 7,531 | $981.4K | 0.35% | −1,573−17.3% | Reduced |
| Veracity Capital LLC | 7,533 | $981.6K | 0.45% | +70+0.9% | Added |
| Montz Harcus Wealth Management LLC | 7,545 | $983.3K | 0.91% | +34+0.5% | Added |
| Fulton Breakefield Broenniman LLC | 7,546 | $983.3K | 0.08% | −407−5.1% | Reduced |
| Olistico Wealth, LLC | 7,556 | $984.6K | 0.95% | +265+3.6% | Added |
| Quantum Private Wealth, LLC | 7,557 | $984.8K | 0.53% | −300−3.8% | Reduced |
| AXS Investments LLC | 7,560 | $985.1K | 0.33% | −922−10.9% | Reduced |
| Altus Wealth Group LLC | 7,564 | $985.7K | 0.66% | −105−1.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,589 | $988.9K | 0.55% | +1,539+25.4% | Added |
| IFG Advisors, LLC | 7,592 | $989.3K | 0.39% | +13+0.2% | Added |
| Gateway Wealth Partners, LLC | 7,597 | $990.0K | 0.15% | +1,620+27.1% | Added |
| Provence Wealth Management Group | 7,604 | $990.9K | 0.66% | +1,929+34.0% | Added |
| Strait & Sound Wealth Management LLC | 7,631 | $994.3K | 0.99% | +35+0.5% | Added |
| Ambassador Advisors, LLC | 7,325 | $996.5K | 0.23% | +3,316+82.7% | Added |
| Cubic Asset Management, LLC | 7,658 | $997.9K | 0.28% | +398+5.5% | Added |
| Arlington Partners LLC | 7,676 | $1.00M | 0.14% | +3,362+77.9% | Added |
| Talisman Wealth Advisors LLC | 7,680 | $1.00M | 1.81% | +1,424+22.8% | Added |
| Herbst Group, LLC | 7,685 | $1.00M | 0.71% | +435+6.0% | Added |
| TCM Advisors, LLC | – | $1.00M | 0.91% | – | – |
| Dixon Fnancial Services, Inc. | 7,702 | $1.00M | 0.68% | +15+0.2% | Added |
| Accel Wealth Management | 7,704 | $1.00M | 0.41% | −402−5.0% | Reduced |
| Lionsbridge Wealth Management LLC | 7,708 | $1.00M | 0.93% | −596−7.2% | Reduced |
| Laird Norton Trust Company, LLC | 7,716 | $1.01M | 0.13% | −91−1.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 7,722 | $1.01M | 0.28% | +6,221+414.5% | Added |
| Waterfront Wealth Inc. | 7,723 | $1.01M | 0.33% | +266+3.6% | Added |
| Cooper Financial Group | 7,733 | $1.01M | 0.27% | +1,479+23.6% | Added |
| Coastwise Capital Group, LLC | 7,749 | $1.01M | 1.15% | +849+12.3% | Added |
| Alta Wealth Advisors LLC | 7,754 | $1.01M | 0.64% | −149−1.9% | Reduced |
| Icapital Wealth LLC | 7,782 | $1.01M | 0.69% | +214+2.8% | Added |
| QP Wealth Management, LLC | 7,786 | $1.01M | 1.66% | +26+0.3% | Added |
| Chiron Capital Management, LLC | 7,809 | $1.02M | 0.71% | −2,758−26.1% | Reduced |
| Alesco Advisors LLC | 7,810 | $1.02M | 0.04% | +197+2.6% | Added |
| Alera Investment Advisors, LLC | 7,826 | $1.02M | 0.23% | −1,790−18.6% | Reduced |
| Spinnaker Investment Group, LLC | 7,840 | $1.02M | 0.36% | +64+0.8% | Added |
| ELCO Management Co., LLC | 7,842 | $1.02M | 0.74% | +117+1.5% | Added |
| SignalPoint Asset Management, LLC | 7,846 | $1.02M | 0.33% | +131+1.7% | Added |
| Beacon Financial Advisory LLC | 7,855 | $1.02M | 0.65% | +313+4.2% | Added |
| Physicians Financial Services, Inc. | 7,862 | $1.02M | 0.43% | +285+3.8% | Added |
| Garrison Point Advisors, LLC | 7,890 | $1.03M | 0.77% | −12−0.2% | Reduced |
| Covenant Partners, LLC | 7,903 | $1.03M | 0.39% | +2,185+38.2% | Added |
| Zhang Financial LLC | 7,912 | $1.03M | 0.12% | −1,150−12.7% | Reduced |
| Alhambra Investment Partners LLC | 7,918 | $1.03M | 0.71% | +46+0.6% | Added |
| TLWM | 7,925 | $1.03M | 0.33% | −79−1.0% | Reduced |
| Pflug Koory, LLC | 7,927 | $1.03M | 0.56% | −10−0.1% | Reduced |
| Hyperion Partners, LLC | 7,932 | $1.03M | 0.93% | +99+1.3% | Added |
| Single Point Partners, LLC | 7,937 | $1.03M | 0.23% | −1,197−13.1% | Reduced |
| Keystone Financial Services | 7,943 | $1.04M | 0.55% | +33+0.4% | Added |
| Kessler Investment Group, LLC | 7,942 | $1.04M | 0.70% | +7,916+30,446.2% | Added |
| Northwest Wealth Management, LLC | 7,947 | $1.04M | 0.40% | +64+0.8% | Added |
| Fortitude Advisory Group L.L.C. | 7,990 | $1.04M | 0.81% | −709−8.2% | Reduced |
| Marex Group plc | 7,996 | $1.04M | 0.14% | −7,786−49.3% | Reduced |
| Keeley-Teton Advisors, LLC | 7,998 | $1.04M | 0.13% | −98−1.2% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $1.04M | 0.67% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 8,018 | $1.04M | 0.77% | −74−0.9% | Reduced |
| Investors Research Corp | 8,019 | $1.04M | 0.27% | −103−1.3% | Reduced |
| Asio Capital, LLC | 8,020 | $1.05M | 0.27% | −86−1.1% | Reduced |
| Addison Advisors LLC | 8,029 | $1.05M | 0.59% | +789+10.9% | Added |
| Legacy Capital Group California, Inc. | 8,046 | $1.05M | 0.51% | +8,046 | New |
| Virtu Financial LLC | 8,062 | $1.05M | 0.11% | +8,062 | New |
| Eqis Capital Management, Inc. | 8,064 | $1.05M | 0.12% | −1,465−15.4% | Reduced |
| Meeder Asset Management Inc | 8,085 | $1.05M | 0.08% | −367−4.3% | Reduced |
| Castle Wealth Management LLC | 8,108 | $1.06M | 0.82% | −294−3.5% | Reduced |
| Stephens Consulting, LLC | 8,112 | $1.06M | 0.64% | +7+0.1% | Added |
| Prostatis Group LLC | 8,046 | $1.06M | 0.56% | +74+0.9% | Added |
| Angeles Wealth Management, LLC | 8,150 | $1.06M | 0.16% | +1,089+15.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 8,167 | $1.06M | 0.02% | −1,970−19.4% | Reduced |
| Ami Asset Management Corp | 8,170 | $1.06M | 0.07% | −149−1.8% | Reduced |
| CPA Asset Management LLC | 8,175 | $1.07M | 0.80% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 8,200 | $1.07M | 0.63% | −1,114−12.0% | Reduced |
| Orca Investment Management, LLC | 8,226 | $1.07M | 1.31% | +40.0% | Added |
| M. Kraus & Co | 8,234 | $1.07M | 0.38% | +717+9.5% | Added |
| Carolinas Wealth Consulting LLC | 8,234 | $1.07M | 0.23% | +229+2.9% | Added |
| Connecticut Wealth Management, LLC | 8,243 | $1.07M | 0.08% | −4,660−36.1% | Reduced |
| Legacy Bridge, LLC | 8,249 | $1.07M | 0.75% | +30+0.4% | Added |
| W Advisors, LLC | 8,262 | $1.08M | 0.89% | +96+1.2% | Added |
| First National Bank of Hutchinson | 8,284 | $1.08M | 0.86% | +1,135+15.9% | Added |
| Madden Securities Corp | 8,287 | $1.08M | 0.57% | +4,990+151.3% | Added |
| Cardiff Park Advisors, LLC | 8,288 | $1.08M | 0.14% | +313+3.9% | Added |
| Bouchey Financial Group Ltd | 8,301 | $1.08M | 0.14% | +164+2.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 8,321 | $1.08M | 0.07% | +590+7.6% | Added |
| Monterey Private Wealth, Inc. | 8,327 | $1.09M | 0.56% | +91+1.1% | Added |
| One + One Wealth Management, LLC | 8,344 | $1.09M | 0.77% | −1,035−11.0% | Reduced |
| Zions Bancorporation, N.A. | 8,357 | $1.09M | 0.09% | −30,062−78.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,357 | $1.09M | 0.57% | +87+1.1% | Added |
| Hendershot Investments Inc. | 8,363 | $1.09M | 0.18% | −562−6.3% | Reduced |
| Select Asset Management & Trust | 8,361 | $1.09M | 0.96% | +10.0% | Added |
| Hartford Funds Management Co LLC | 8,365 | $1.09M | 0.11% | +1,050+14.4% | Added |
| Clarus Group, Inc. | 8,375 | $1.09M | 1.02% | +190+2.3% | Added |
| Cora Capital Advisors LLC | 8,377 | $1.09M | 0.81% | −148−1.7% | Reduced |
| PSI Advisors, LLC | 8,412 | $1.10M | 0.53% | −149−1.7% | Reduced |
| American State Bank (Iowa) | 8,418 | $1.10M | 0.80% | +34+0.4% | Added |
| Allegheny Financial Group LTD | 8,425 | $1.10M | 0.44% | +426+5.3% | Added |
| Keel Point, LLC | 8,429 | $1.10M | 0.16% | −101−1.2% | Reduced |