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 |
|---|---|---|---|---|---|
| IMS Capital Management | 11,055 | $1.44M | 0.86% | +52+0.5% | Added |
| Signet Financial Management, LLC | 11,061 | $1.44M | 0.24% | +23+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 10,473 | $1.44M | 1.48% | +71+0.7% | Added |
| Channel Wealth LLC | 11,066 | $1.44M | 0.93% | +11,066 | New |
| Costello Asset Management, INC | 11,072 | $1.44M | 1.49% | −667−5.7% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 11,074 | $1.44M | 0.85% | −100−0.9% | Reduced |
| Truepoint, Inc. | 11,100 | $1.45M | 0.05% | +323+3.0% | Added |
| Cacti Asset Management LLC | 11,110 | $1.45M | 0.13% | 00.0% | Unchanged |
| Private Capital Management, LLC | 11,137 | $1.45M | 0.17% | +11,137 | New |
| Norris Perne & French LLP | 11,156 | $1.45M | 0.13% | +95+0.9% | Added |
| Marble Harbor Investment Counsel, LLC | 11,199 | $1.46M | 0.19% | +400+3.7% | Added |
| Financial Strategies Group, Inc. | 11,200 | $1.46M | 0.56% | +1,081+10.7% | Added |
| Hazlett, Burt & Watson, Inc. | 11,245 | $1.47M | 1.20% | +280+2.6% | Added |
| Princeton Capital Management LLC | 11,244 | $1.47M | 0.63% | +96+0.9% | Added |
| Birinyi Associates Inc | 11,250 | $1.47M | 0.61% | −1,000−8.2% | Reduced |
| Samalin Investment Counsel, LLC | 11,257 | $1.47M | 0.88% | +12+0.1% | Added |
| Park Edge Advisors, LLC | 11,262 | $1.47M | 0.56% | +1,156+11.4% | Added |
| Financial Management Professionals, Inc. | 11,262 | $1.47M | 0.28% | +907+8.8% | Added |
| One Charles Private Wealth Services, LLC | 11,268 | $1.47M | 0.91% | +61+0.5% | Added |
| Aft, Forsyth & Company, Inc. | 11,279 | $1.47M | 1.14% | −134−1.2% | Reduced |
| Consolidated Portfolio Review Corp | 11,284 | $1.47M | 0.40% | +11,284 | New |
| Journey Strategic Wealth LLC | 11,284 | $1.47M | 0.15% | −833−6.9% | Reduced |
| Patriot Investment Management Inc. | 11,293 | $1.47M | 0.13% | +39+0.3% | Added |
| Inscription Capital, LLC | 11,322 | $1.48M | 0.39% | +2,313+25.7% | Added |
| MBL Wealth, LLC | 11,341 | $1.48M | 0.23% | +160+1.4% | Added |
| Highview Capital Management LLC | 11,353 | $1.48M | 0.85% | +3,238+39.9% | Added |
| Optas, LLC | 11,357 | $1.48M | 0.53% | −30−0.3% | Reduced |
| Coastal Bridge Advisors, LLC | 11,415 | $1.49M | 0.38% | +101+0.9% | Added |
| Peachtree Investment Partners, LLC | 11,428 | $1.49M | 0.93% | −6,916−37.7% | Reduced |
| Schrum Private Wealth Management LLC | 11,437 | $1.49M | 1.72% | −35−0.3% | Reduced |
| Caldwell Investment Management Ltd. | 11,460 | $1.49M | 1.48% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 11,481 | $1.50M | 0.24% | +133+1.2% | Added |
| Winton Group Ltd | 11,491 | $1.50M | 0.09% | −2,578−18.3% | Reduced |
| CoreFirst Bank & Trust | 11,525 | $1.50M | 1.09% | −548−4.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,525 | $1.50M | 1.06% | −50−0.4% | Reduced |
| Texas Capital Bancshares Inc | 11,528 | $1.50M | 0.94% | +38+0.3% | Added |
| Oak Hill Wealth Advisors, LLC | 11,558 | $1.51M | 0.59% | −297−2.5% | Reduced |
| Canvas Wealth Advisors, LLC | 11,005 | $1.51M | 0.63% | −5,179−32.0% | Reduced |
| ARGA Investment Management, LP | 11,581 | $1.51M | 0.06% | +1,232+11.9% | Added |
| Front Row Advisors LLC | 11,589 | $1.51M | 0.72% | −10−0.1% | Reduced |
| St. Johns Investment Management Company, LLC | 11,610 | $1.51M | 0.88% | −18−0.2% | Reduced |
| Mainstay Capital Management LLC | 11,624 | $1.51M | 0.30% | −20−0.2% | Reduced |
| 44 Wealth Management LLC | 11,684 | $1.52M | 0.52% | −1,130−8.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,704 | $1.52M | 1.76% | −509−4.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 11,713 | $1.53M | 1.43% | −585−4.8% | Reduced |
| Windsor Capital Management, LLC | 11,751 | $1.53M | 0.53% | −127−1.1% | Reduced |
| Matrix Private Capital Group LLC | 11,751 | $1.53M | 1.06% | −1,418−10.8% | Reduced |
| L.M. Kohn & Company | 11,763 | $1.53M | 0.64% | +236+2.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 11,790 | $1.54M | 1.24% | +267+2.3% | Added |
| Marietta Investment Partners LLC | 11,800 | $1.54M | 0.43% | −48−0.4% | Reduced |
| Taika Capital, LP | 11,800 | $1.54M | 0.73% | +11,800 | New |
| Pinnacle Wealth Management Group, Inc. | 11,806 | $1.54M | 1.33% | −1,005−7.8% | Reduced |
| Heron Financial Group, LLC | 11,818 | $1.54M | 0.85% | +326+2.8% | Added |
| WT Wealth Management | 11,849 | $1.54M | 0.67% | −3,747−24.0% | Reduced |
| Aspen Grove Capital, LLC | 11,851 | $1.54M | 0.68% | +51+0.4% | Added |
| BHK Investment Advisors, LLC | 11,860 | $1.55M | 0.68% | +844+7.7% | Added |
| Tilia Fiduciary Partners, Inc. | 11,866 | $1.55M | 1.47% | −1,652−12.2% | Reduced |
| Lion Street Advisors, LLC | 11,868 | $1.55M | 0.48% | +2,287+23.9% | Added |
| Members Capital Advisors Inc | 11,881 | $1.55M | 1.12% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 11,887 | $1.55M | 0.46% | −2,116−15.1% | Reduced |
| BSW Wealth Partners | 11,888 | $1.55M | 0.32% | −188−1.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 11,898 | $1.55M | 0.58% | −2,262−16.0% | Reduced |
| McMillion Capital Management Inc | 11,899 | $1.55M | 1.46% | −1,526−11.4% | Reduced |
| Aldebaran Capital, LLC | 11,907 | $1.55M | 1.58% | 00.0% | Unchanged |
| Ballast, Inc. | 11,940 | $1.56M | 0.64% | −117−1.0% | Reduced |
| Acorn Wealth Advisors, LLC | 11,941 | $1.56M | 1.15% | −157−1.3% | Reduced |
| Evergreen Wealth Management, LLC | 11,994 | $1.56M | 1.39% | +180+1.5% | Added |
| Ulysses Management LLC | 12,000 | $1.56M | 0.47% | +5,100+73.9% | Added |
| Two Sigma Investments, LP | 12,000 | $1.56M | 0.00% | +12,000 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 12,000 | $1.56M | 1.66% | +12,000 | New |
| Peoples Bank | 12,002 | $1.56M | 1.00% | −645−5.1% | Reduced |
| Altman Advisors, Inc. | 14,642 | $1.57M | 1.43% | −3,640−19.9% | Reduced |
| Joseph Group Capital Management | 12,042 | $1.57M | 1.38% | −899−6.9% | Reduced |
| Traphagen Investment Advisors LLC | 12,050 | $1.57M | 0.23% | +186+1.6% | Added |
| Shay Capital LLC | 12,100 | $1.58M | 0.65% | +12,100 | New |
| Falcon Wealth Planning | 12,107 | $1.58M | 0.39% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 12,114 | $1.58M | 0.93% | +351+3.0% | Added |
| Nicholas Hoffman & Company, LLC. | 12,124 | $1.58M | 0.14% | −20−0.2% | Reduced |
| Bell Bank | 12,132 | $1.58M | 0.17% | −367−2.9% | Reduced |
| Weatherly Asset Management L. P. | 12,156 | $1.58M | 0.21% | −502−4.0% | Reduced |
| HMS Capital Management, LLC | 12,167 | $1.59M | 1.00% | +2,158+21.6% | Added |
| Proficio Capital Partners LLC | 12,174 | $1.59M | 0.25% | +802+7.1% | Added |
| MBA Advisors LLC | 12,179 | $1.59M | 0.99% | +35+0.3% | Added |
| Rosenbaum Jay D. | 12,214 | $1.59M | 2.93% | +337+2.8% | Added |
| ASB Consultores, LLC | 12,223 | $1.59M | 0.64% | +2,779+29.4% | Added |
| Crescent Grove Advisors, LLC | 12,261 | $1.60M | 0.19% | +1,669+15.8% | Added |
| Roman Butler Fullerton & Co | 11,609 | $1.60M | 0.80% | +49+0.4% | Added |
| Biltmore Family Office, LLC | 12,268 | $1.60M | 0.34% | −2,216−15.3% | Reduced |
| Castle Rock Wealth Management, LLC | 11,741 | $1.60M | 0.57% | −354−2.9% | Reduced |
| Compton Capital Management Inc | 12,351 | $1.61M | 3.47% | −28,413−69.7% | Reduced |
| Matrix Trust Co | 12,358 | $1.61M | 0.43% | +4,495+57.2% | Added |
| Mastrapasqua Asset Management Inc | 12,380 | $1.61M | 0.20% | +490+4.1% | Added |
| Oder Investment Management, LLC | 12,389 | $1.61M | 1.89% | −1,088−8.1% | Reduced |
| Vista Investment Management | 12,426 | $1.62M | 0.86% | +724+6.2% | Added |
| Kelly Lawrence W & Associates Inc | 12,460 | $1.62M | 0.44% | −40−0.3% | Reduced |
| Advisory Research Inc | 12,470 | $1.62M | 0.27% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 12,508 | $1.63M | 2.20% | −4,800−27.7% | Reduced |
| MJP Associates Inc | 12,517 | $1.63M | 0.50% | +537+4.5% | Added |
| Insight Inv LLC | 12,603 | $1.64M | 1.77% | −860−6.4% | Reduced |
| Fiduciary Planning LLC | 12,609 | $1.64M | 0.78% | +100+0.8% | Added |