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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 9,738 | $1.27M | 0.51% | +176+1.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $1.27M | 0.27% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 9,746 | $1.27M | 0.66% | −224−2.2% | Reduced |
| Alterity Financial Group, LLC | 9,767 | $1.27M | 1.86% | +255+2.7% | Added |
| Eudaimonia Advisors LLC | 9,812 | $1.28M | 0.86% | −268−2.7% | Reduced |
| Towercrest Capital Management | 9,831 | $1.28M | 0.27% | 00.0% | Unchanged |
| Well Done, LLC | 9,849 | $1.28M | 0.28% | +115+1.2% | Added |
| Catalyst Financial Partners LLC | 9,855 | $1.28M | 0.55% | +704+7.7% | Added |
| Commons Capital, LLC | 9,868 | $1.29M | 2.06% | −475−4.6% | Reduced |
| Central Bank & Trust Co | 9,878 | $1.29M | 0.23% | +429+4.5% | Added |
| Hunter Associates Investment Management LLC | 9,885 | $1.29M | 0.28% | −321−3.1% | Reduced |
| Quent Capital, LLC | 9,895 | $1.29M | 0.22% | +758+8.3% | Added |
| Richard P Slaughter Associates Inc | 9,903 | $1.29M | 0.42% | +30+0.3% | Added |
| Disciplined Investments, LLC | 9,914 | $1.29M | 0.54% | +486+5.2% | Added |
| N.E.W. Advisory Services LLC | 9,916 | $1.29M | 0.19% | +16+0.2% | Added |
| Executive Wealth Management, LLC | 9,916 | $1.29M | 0.14% | −158−1.6% | Reduced |
| Connors Investor Services Inc | 9,931 | $1.29M | 0.15% | +381+4.0% | Added |
| Bulltick Wealth Management, LLC | 9,945 | $1.30M | 0.34% | +412+4.3% | Added |
| Rainsberger Wealth Advisors, Inc. | 9,962 | $1.30M | 0.77% | +1,519+18.0% | Added |
| Evanson Asset Management, LLC | 9,974 | $1.30M | 0.13% | +11+0.1% | Added |
| CRA Financial Services, LLC | 9,978 | $1.30M | 0.39% | +379+3.9% | Added |
| Kamunting Street Capital Management, L.P. | 10,000 | $1.30M | 1.93% | +10,000 | New |
| Intrepid Family Office LLC | 10,000 | $1.30M | 2.86% | +10,000 | New |
| Hemington Wealth Management | 10,010 | $1.30M | 0.53% | +220+2.2% | Added |
| South Street Advisors LLC | 10,024 | $1.31M | 0.27% | +800+8.7% | Added |
| Prentice Wealth Management LLC | 10,024 | $1.31M | 0.62% | −94−0.9% | Reduced |
| Auxano Advisors, LLC | 10,087 | $1.31M | 0.53% | +190+1.9% | Added |
| Heartwood Wealth Advisors LLC | 10,120 | $1.32M | 0.20% | +4,903+94.0% | Added |
| Hunter Perkins Capital Management, LLC | 10,121 | $1.32M | 0.31% | +7,390+270.6% | Added |
| Twin Focus Capital Partners, LLC | 10,130 | $1.32M | 0.26% | +2,825+38.7% | Added |
| LifeSteps Financial, Inc. | 10,133 | $1.32M | 1.40% | −627−5.8% | Reduced |
| Monte Financial Group, LLC | 10,136 | $1.32M | 0.70% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10,143 | $1.32M | 0.70% | −183−1.8% | Reduced |
| Carson Advisory Inc. | 10,161 | $1.32M | 1.18% | −531−5.0% | Reduced |
| Lincluden Management Ltd | 10,184 | $1.33M | 0.15% | −631−5.8% | Reduced |
| Sterling Investment Counsel, LLC | 10,191 | $1.33M | 0.79% | −181−1.7% | Reduced |
| Leonteq Securities AG | 10,195 | $1.33M | 0.12% | −24,260−70.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 10,208 | $1.33M | 0.11% | −36−0.4% | Reduced |
| Essex Investment Management Co LLC | 10,226 | $1.33M | 0.19% | −7,046−40.8% | Reduced |
| Allstate Corp | 10,238 | $1.33M | 0.10% | −114,726−91.8% | Reduced |
| Capital Square, LLC | 10,466 | $1.33M | 1.23% | −2,232−17.6% | Reduced |
| Perennial Investment Advisors, LLC | 10,258 | $1.34M | 0.25% | +805+8.5% | Added |
| Gilman Hill Asset Management, LLC | 10,273 | $1.34M | 0.27% | −606−5.6% | Reduced |
| Ahrens Investment Partners LLC | 10,307 | $1.34M | 0.67% | −1,706−14.2% | Reduced |
| De Burlo Group Inc | 10,317 | $1.34M | 0.26% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 10,326 | $1.35M | 1.06% | +28+0.3% | Added |
| Aire Advisors, LLC | 10,330 | $1.35M | 0.38% | −957−8.5% | Reduced |
| Orleans Capital Management Corp | 10,337 | $1.35M | 0.99% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 10,342 | $1.35M | 0.27% | +434+4.4% | Added |
| Passive Capital Management, LLC. | 10,377 | $1.35M | 0.59% | +105+1.0% | Added |
| Morris Financial Concepts, Inc. | 10,390 | $1.35M | 0.95% | +10+0.1% | Added |
| Epacria Capital Partners, LLC | 10,400 | $1.36M | 1.06% | 00.0% | Unchanged |
| Callan Capital, LLC | 10,412 | $1.36M | 0.16% | −1,963−15.9% | Reduced |
| ORG Partners LLC | 10,429 | $1.36M | 0.33% | +10,429 | New |
| Berkeley Capital Partners, LLC | 10,440 | $1.36M | 0.50% | +471+4.7% | Added |
| Wealth Management Partners, LLC | 10,444 | $1.36M | 0.95% | +444+4.4% | Added |
| Global Trust Asset Management, LLC | 10,484 | $1.37M | 0.65% | +414+4.1% | Added |
| Summit Financial Strategies, Inc. | 10,496 | $1.37M | 0.27% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 10,503 | $1.37M | 0.75% | −84−0.8% | Reduced |
| Old Mission Investment Co LLC | 10,507 | $1.37M | 0.54% | +1,873+21.7% | Added |
| Waterloo Capital, L.P. | 10,531 | $1.37M | 0.42% | +10,531 | New |
| My Legacy Advisors, LLC | 10,737 | $1.37M | 0.59% | +277+2.6% | Added |
| Fifth Third Wealth Advisors LLC | 10,544 | $1.37M | 2.54% | +10,544 | New |
| Ignite Planners, LLC | 10,752 | $1.38M | 0.56% | +825+8.3% | Added |
| Waddell & Associates, LLC | 10,561 | $1.38M | 0.22% | −107−1.0% | Reduced |
| Winthrop Advisory Group LLC | 10,573 | $1.38M | 0.24% | +76+0.7% | Added |
| Hollow Brook Wealth Management LLC | 10,578 | $1.38M | 0.65% | +210+2.0% | Added |
| JSF Financial, LLC | 10,615 | $1.38M | 0.52% | +19+0.2% | Added |
| Sky Investment Group LLC | 10,646 | $1.39M | 0.32% | +10+0.1% | Added |
| Westmount Partners, LLC | 10,652 | $1.39M | 0.64% | +1,509+16.5% | Added |
| RW Investment Management LLC | 10,696 | $1.39M | 0.39% | −137−1.3% | Reduced |
| Applied Capital LLC | 10,719 | $1.40M | 1.39% | −250−2.3% | Reduced |
| SRN Advisors, LLC | 10,849 | $1.40M | 1.28% | −2,343−17.8% | Reduced |
| CBOE Vest Financial, LLC | 10,727 | $1.40M | 0.19% | +7,794+265.7% | Added |
| Grant/GrossMendelsohn, LLC | 10,735 | $1.40M | 0.80% | +48+0.4% | Added |
| Kidder Stephen W | 10,767 | $1.40M | 0.49% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 10,791 | $1.41M | 0.30% | −267−2.4% | Reduced |
| Tradition Wealth Management, LLC | 10,787 | $1.41M | 0.17% | +1,258+13.2% | Added |
| Trust Investment Advisors | 10,808 | $1.41M | 1.26% | −248−2.2% | Reduced |
| Allred Capital Management, LLC | 10,809 | $1.41M | 0.75% | +949+9.6% | Added |
| First Financial Corp | 10,819 | $1.41M | 0.88% | −309−2.8% | Reduced |
| CIC Wealth, LLC | 10,819 | $1.41M | 0.53% | −57−0.5% | Reduced |
| Fox Run Management, L.L.C. | 10,826 | $1.41M | 0.46% | +10,826 | New |
| Cape Ann Savings Bank | 10,860 | $1.42M | 0.99% | +281+2.7% | Added |
| Plante Moran Financial Advisors, LLC | 10,873 | $1.42M | 0.19% | +395+3.8% | Added |
| CKW Financial Group | 10,887 | $1.42M | 0.23% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 10,897 | $1.42M | 0.20% | −93−0.8% | Reduced |
| Wealth Architects, LLC | 10,920 | $1.42M | 0.25% | −43−0.4% | Reduced |
| JNBA Financial Advisors | 10,940 | $1.43M | 0.19% | +88+0.8% | Added |
| Israel Discount Bank of New York | 10,953 | $1.43M | 1.07% | −660−5.7% | Reduced |
| Avestar Capital, LLC | 10,954 | $1.43M | 0.29% | −747−6.4% | Reduced |
| First National Bank of South Miami | 10,959 | $1.43M | 1.14% | −304−2.7% | Reduced |
| London & Capital Asset Management Ltd | 10,964 | $1.43M | 0.13% | −3,736−25.4% | Reduced |
| Sonata Capital Group Inc | 10,983 | $1.43M | 0.77% | +450+4.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,214 | $1.43M | 0.30% | −40,266−78.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 11,000 | $1.43M | 0.93% | +2,000+22.2% | Added |
| Iams Wealth Management, LLC | 11,104 | $1.43M | 1.19% | +3,518+46.4% | Added |
| Concord Wealth Partners | 11,001 | $1.43M | 0.41% | +2,696+32.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,008 | $1.43M | 0.00% | −103−0.9% | Reduced |
| Orion Capital Management LLC | 11,050 | $1.44M | 0.97% | −497−4.3% | Reduced |