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 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 8,435 | $1.10M | 0.53% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 8,455 | $1.10M | 0.76% | −180−2.1% | Reduced |
| Raleigh Capital Management Inc. | 8,475 | $1.10M | 0.55% | −10,781−56.0% | Reduced |
| Triad Financial Advisors, Inc. | 8,490 | $1.11M | 0.48% | −31−0.4% | Reduced |
| Eagle Capital Management LLC | 8,524 | $1.11M | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 8,536 | $1.11M | 0.52% | −815−8.7% | Reduced |
| TKG Advisors, LLC | 8,543 | $1.11M | 0.69% | +8,543 | New |
| Ayrshire Capital Management LLC | 8,568 | $1.12M | 0.76% | −148−1.7% | Reduced |
| GFG Capital, LLC | 6,509 | $1.12M | 0.25% | −1,823−21.9% | Reduced |
| First National Bank & Trust Co of Newtown | 8,580 | $1.12M | 0.25% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 8,586 | $1.12M | 1.04% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 8,589 | $1.12M | 0.51% | +8,589 | New |
| Stephenson National Bank & Trust | 8,594 | $1.12M | 0.69% | −317−3.6% | Reduced |
| Dohj, LLC | 8,603 | $1.12M | 0.57% | −1,604−15.7% | Reduced |
| Concord Asset Management, LLC | 8,607 | $1.12M | 0.46% | +5,758+202.1% | Added |
| Cypress Wealth Services, LLC | 8,616 | $1.12M | 0.33% | −146−1.7% | Reduced |
| Mason & Associates Inc | 8,619 | $1.12M | 0.34% | +20.0% | Added |
| Prossimo Advisors, LLC | 8,642 | $1.13M | 2.75% | +323+3.9% | Added |
| Kowal Investment Group, LLC | 8,648 | $1.13M | 0.32% | +1,166+15.6% | Added |
| Salzhauer Michael | 8,660 | $1.13M | 1.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 8,675 | $1.13M | 0.23% | +630+7.8% | Added |
| KRS Capital Management, LLC | 8,683 | $1.13M | 1.27% | −437−4.8% | Reduced |
| Ti-Trust, Inc | 8,695 | $1.13M | 1.06% | +45+0.5% | Added |
| CFO4Life Group, LLC | 8,704 | $1.13M | 0.26% | +244+2.9% | Added |
| Galibier Capital Management Ltd. | 8,710 | $1.14M | 0.27% | 00.0% | Unchanged |
| Financial Insights, Inc. | 8,717 | $1.14M | 0.46% | +2,262+35.0% | Added |
| Saxon Interests, Inc. | 8,719 | $1.14M | 0.64% | −2,773−24.1% | Reduced |
| Baystate Wealth Management LLC | 8,723 | $1.14M | 0.10% | −943−9.8% | Reduced |
| Granite Bay Wealth Management, LLC | 8,752 | $1.14M | 0.80% | +8,752 | New |
| Hardy Reed LLC | 8,764 | $1.14M | 0.20% | −279−3.1% | Reduced |
| Kapstone Financial Advisors LLC | 8,860 | $1.14M | 1.03% | −400−4.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,815 | $1.15M | 0.59% | +7+0.1% | Added |
| Hexagon Capital Partners LLC | 8,816 | $1.15M | 0.32% | +209+2.4% | Added |
| Masso Torrence Wealth Management Inc. | 8,836 | $1.15M | 0.91% | −906−9.3% | Reduced |
| Hummer Financial Advisory Services Inc | 8,840 | $1.15M | 1.22% | +647+7.9% | Added |
| Summit Financial Wealth Advisors, LLC | 8,860 | $1.15M | 0.27% | +107+1.2% | Added |
| Johnson & White Wealth Management, LLC | 8,868 | $1.16M | 1.03% | +8,868 | New |
| BFT Financial Group, LLC | 8,878 | $1.16M | 0.17% | +8,878 | New |
| Round Rock Advisors, LLC | 8,887 | $1.16M | 0.44% | −42−0.5% | Reduced |
| Navalign, LLC | 8,893 | $1.16M | 0.48% | +6+0.1% | Added |
| Innovis Asset Management LLC | 8,912 | $1.16M | 0.47% | +2,401+36.9% | Added |
| Total Clarity Wealth Management, Inc. | 8,922 | $1.16M | 0.63% | −3,651−29.0% | Reduced |
| Private Portfolio Partners LLC | 8,931 | $1.16M | 0.32% | −582−6.1% | Reduced |
| Autumn Glory Partners, LLC | 8,933 | $1.16M | 1.00% | −6,530−42.2% | Reduced |
| Sentinus, LLC | 8,963 | $1.17M | 0.39% | +8,963 | New |
| West Family Investments, Inc. | 8,995 | $1.17M | 0.46% | 00.0% | Unchanged |
| Fiera Capital Corp | 9,007 | $1.17M | 0.00% | −372−4.0% | Reduced |
| Fortress Wealth Group, LLC | 9,019 | $1.18M | 0.85% | +1,008+12.6% | Added |
| Castleview Partners, LLC | 9,026 | $1.18M | 1.04% | +3,893+75.8% | Added |
| Redhawk Wealth Advisors, Inc. | 9,038 | $1.18M | 0.40% | −581−6.0% | Reduced |
| Capital Advisors, Ltd. LLC | 9,069 | $1.18M | 0.19% | −1,138−11.1% | Reduced |
| Citadel Investment Advisory, Inc. | 9,111 | $1.19M | 0.81% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 9,137 | $1.19M | 0.74% | +58+0.6% | Added |
| Revolve Wealth Partners, LLC | 9,137 | $1.19M | 0.30% | −39−0.4% | Reduced |
| Hemenway Trust Co LLC | 9,157 | $1.19M | 0.13% | −324−3.4% | Reduced |
| Financial Perspectives, Inc | 9,170 | $1.19M | 0.57% | +40.0% | Added |
| Apexium Financial, LP | 9,186 | $1.20M | 0.12% | −997−9.8% | Reduced |
| General Partner, Inc. | 9,276 | $1.20M | 1.05% | +90+1.0% | Added |
| Wealthquest Corp | 9,201 | $1.20M | 0.16% | −242−2.6% | Reduced |
| Aspen Wealth Strategies, LLC | 9,202 | $1.20M | 0.93% | −102−1.1% | Reduced |
| Cheviot Value Management, LLC | 9,205 | $1.20M | 0.29% | +647+7.6% | Added |
| STAR Financial Bank | 9,218 | $1.20M | 1.17% | −653−6.6% | Reduced |
| Deseret Mutual Benefit Administrators | 9,235 | $1.20M | 0.48% | +15+0.2% | Added |
| Access Financial Services, Inc. | 9,241 | $1.20M | 0.73% | −1,908−17.1% | Reduced |
| Bennett Selby Investments LP | 9,272 | $1.21M | 0.79% | −10.0% | Reduced |
| Windsor Group LTD | 9,454 | $1.21M | 0.23% | −321−3.3% | Reduced |
| City State Bank | 9,276 | $1.21M | 0.69% | −63−0.7% | Reduced |
| Syntal Capital Partners, LLC | 9,285 | $1.21M | 0.44% | −190−2.0% | Reduced |
| LVM Capital Management Ltd | 9,326 | $1.22M | 0.17% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9,355 | $1.22M | 1.47% | +168+1.8% | Added |
| FSM Wealth Advisors, LLC | 9,364 | $1.22M | 0.71% | +715+8.3% | Added |
| Paulson Wealth Management Inc. | 9,373 | $1.22M | 0.54% | +355+3.9% | Added |
| Kula Investments, LLC | 9,381 | $1.22M | 0.30% | +9,381 | New |
| Silicon Hills Wealth Management, LLC | 9,414 | $1.23M | 0.74% | +989+11.7% | Added |
| Iron Financial, LLC | 9,418 | $1.23M | 0.67% | +134+1.4% | Added |
| TBH Global Asset Management, LLC | 9,452 | $1.23M | 0.26% | +899+10.5% | Added |
| Renasant Bank | 9,470 | $1.23M | 0.96% | −1,418−13.0% | Reduced |
| Cambridge Advisors Inc. | 9,471 | $1.23M | 0.32% | +41+0.4% | Added |
| Morton Capital Management LLC | 9,473 | $1.23M | 0.44% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9,476 | $1.23M | 0.38% | −184−1.9% | Reduced |
| Personal Cfo Solutions, LLC | 9,480 | $1.24M | 0.26% | +131+1.4% | Added |
| Bassett Hargrove Investment Counsel, LLC | 9,494 | $1.24M | 2.16% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 9,502 | $1.24M | 0.88% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 9,507 | $1.24M | 1.31% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 9,511 | $1.24M | 0.34% | +11+0.1% | Added |
| CVA Family Office, LLC | 9,517 | $1.24M | 0.28% | +588+6.6% | Added |
| Meridian Financial Partners LLC | 8,790 | $1.24M | 1.41% | +55+0.6% | Added |
| Mendel Capital Management LLC | 9,543 | $1.24M | 1.12% | +53+0.6% | Added |
| Bigelow Investment Advisors, LLC | 9,545 | $1.24M | 0.72% | −248−2.5% | Reduced |
| Philo Smith Capital Corp | 9,550 | $1.24M | 0.46% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 9,569 | $1.25M | 0.17% | +317+3.4% | Added |
| Sage Rhino Capital LLC | 9,594 | $1.25M | 0.36% | +116+1.2% | Added |
| Kozak & Associates, Inc. | 9,601 | $1.25M | 0.56% | −74−0.8% | Reduced |
| Cozad Asset Management Inc | 9,620 | $1.25M | 0.17% | −306−3.1% | Reduced |
| Round Hill Asset Management | 9,626 | $1.25M | 0.78% | −230−2.3% | Reduced |
| Column Capital Advisors, LLC | 9,643 | $1.26M | 0.19% | +663+7.4% | Added |
| Gilbert & Cook, Inc. | 9,667 | $1.26M | 0.22% | +382+4.1% | Added |
| Fidelity D & D Bancorp Inc | 6,290 | $1.26M | 0.95% | +6,290 | New |
| Vicus Capital | 9,691 | $1.26M | 0.14% | +4,769+96.9% | Added |
| US Asset Management LLC | 9,721 | $1.27M | 1.29% | −64−0.7% | Reduced |