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 |
|---|---|---|---|---|---|
| Bath Savings Trust Co | 12,631 | $1.65M | 0.20% | +181+1.5% | Added |
| Greenwich Wealth Management LLC | 12,658 | $1.65M | 0.18% | +164+1.3% | Added |
| Invst, LLC | 12,034 | $1.65M | 0.26% | +259+2.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 12,674 | $1.65M | 1.51% | −2,085−14.1% | Reduced |
| FinTrust Capital Advisors, LLC | 12,312 | $1.65M | 0.40% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 12,671 | $1.65M | 0.62% | −548−4.1% | Reduced |
| Trillium Asset Management, LLC | 11,987 | $1.66M | 0.05% | −3,544−22.8% | Reduced |
| Waratah Capital Advisors Ltd. | 12,737 | $1.66M | 0.08% | +12,737 | New |
| World Equity Group, Inc. | 39,677 | $1.66M | 0.28% | +22,872+136.1% | Added |
| Farther Finance Advisors, LLC | 12,776 | $1.66M | 0.49% | +7,206+129.4% | Added |
| Elmwood Wealth Management, Inc. | 12,780 | $1.67M | 0.79% | +145+1.1% | Added |
| Tempus Wealth Planning, LLC | 12,804 | $1.67M | 0.82% | −1,502−10.5% | Reduced |
| Legacy Wealth Management, LLC | 12,838 | $1.67M | 0.92% | 00.0% | Unchanged |
| Pacitti Group Inc. | 12,873 | $1.68M | 1.23% | +446+3.6% | Added |
| Chesapeake Wealth Management | 12,907 | $1.68M | 0.70% | −119−0.9% | Reduced |
| Sanders Morris Harris LLC | 12,908 | $1.68M | 0.59% | −7,254−36.0% | Reduced |
| Ellerson Group Inc | 12,933 | $1.69M | 1.83% | −510−3.8% | Reduced |
| Trail Ridge Investment Advisors, LLC | 12,951 | $1.69M | 1.10% | −12−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,109 | $1.69M | 0.45% | −2,570−16.4% | Reduced |
| G&S Capital LLC | 12,971 | $1.69M | 0.75% | +11,269+662.1% | Added |
| Wrapmanager Inc | 13,062 | $1.70M | 0.52% | −4,592−26.0% | Reduced |
| Accuvest Global Advisors | 13,071 | $1.70M | 0.77% | −8,515−39.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,100 | $1.71M | 0.86% | −350−2.6% | Reduced |
| 626 Financial, LLC | 13,102 | $1.71M | 1.13% | −414−3.1% | Reduced |
| Palumbo Wealth Management LLC | 13,105 | $1.71M | 1.14% | +477+3.8% | Added |
| Pekin Hardy Strauss, Inc. | 13,129 | $1.71M | 0.27% | −130−1.0% | Reduced |
| Drive Wealth Management, LLC | 13,178 | $1.72M | 0.72% | +97+0.7% | Added |
| Neumann Capital Management, LLC | 13,199 | $1.72M | 0.76% | −500−3.6% | Reduced |
| Oarsman Capital, Inc. | 13,220 | $1.72M | 0.81% | −1,395−9.5% | Reduced |
| Hartline Investment Corp | 13,257 | $1.73M | 0.34% | +415+3.2% | Added |
| Todd Asset Management LLC | 13,271 | $1.73M | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 13,280 | $1.73M | 0.85% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 13,310 | $1.73M | 0.51% | +2,017+17.9% | Added |
| SlateStone Wealth, LLC | 13,318 | $1.74M | 0.36% | +1,650+14.1% | Added |
| Pointe Capital Management LLC | 13,351 | $1.74M | 1.26% | +666+5.3% | Added |
| Verus Capital Partners, LLC | 13,353 | $1.74M | 0.27% | +352+2.7% | Added |
| Insight Wealth Strategies, LLC | 13,374 | $1.74M | 0.34% | −448−3.2% | Reduced |
| Holistic Financial Partners | 13,391 | $1.74M | 1.37% | +1,436+12.0% | Added |
| Byrne Asset Management LLC | 13,433 | $1.75M | 1.25% | −731−5.2% | Reduced |
| Aristotle Capital Management, LLC | 13,452 | $1.75M | 0.00% | −317−2.3% | Reduced |
| First National Advisers, LLC | 13,489 | $1.76M | 1.99% | +752+5.9% | Added |
| Venturi Wealth Management, LLC | 13,524 | $1.76M | 0.14% | +285+2.2% | Added |
| CFS Investment Advisory Services, LLC | 13,531 | $1.76M | 0.32% | +1,518+12.6% | Added |
| Kiley Juergens Wealth Management, LLC | 13,546 | $1.77M | 0.66% | +351+2.7% | Added |
| Donald L. Hagan, LLC | 13,559 | $1.77M | 0.97% | +915+7.2% | Added |
| Accredited Investors Inc. | 13,567 | $1.77M | 0.13% | −86−0.6% | Reduced |
| LMG Wealth Partners, LLC | 13,589 | $1.77M | 0.57% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 13,610 | $1.77M | 0.23% | +962+7.6% | Added |
| LCNB Corp | 13,615 | $1.77M | 0.80% | 00.0% | Unchanged |
| WBH Advisory Inc | 13,615 | $1.77M | 0.22% | +13,615 | New |
| Strategic Investment Advisors | 13,639 | $1.78M | 0.32% | +1,099+8.8% | Added |
| Thomas White International Ltd | 13,647 | $1.78M | 0.38% | +201+1.5% | Added |
| Coppell Advisory Solutions LLC | 13,790 | $1.78M | 0.61% | −4,914−26.3% | Reduced |
| Coppell Advisory Solutions Corp. | 13,790 | $1.78M | 0.61% | −4,914−26.3% | Reduced |
| Edgestream Partners, L.P. | 13,688 | $1.78M | 0.20% | +13,688 | New |
| Delta Financial Advisors LLC | 13,729 | $1.79M | 0.86% | −67−0.5% | Reduced |
| Kensington Investment Counsel, LLC | 13,739 | $1.79M | 1.35% | +1,088+8.6% | Added |
| Stonnington Group, LLC | 13,899 | $1.79M | 0.47% | −1,100−7.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 13,778 | $1.80M | 2.08% | −148−1.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,160 | $1.80M | 0.82% | −554−4.0% | Reduced |
| Chilton Investment Co LLC | 13,793 | $1.80M | 0.06% | +358+2.7% | Added |
| Rockingstone Advisors LLC | 13,808 | $1.80M | 1.10% | +329+2.4% | Added |
| Twin Lakes Capital Management, LLC | 13,833 | $1.80M | 1.34% | +47+0.3% | Added |
| Cim Investment Mangement Inc | 13,838 | $1.80M | 0.67% | +666+5.1% | Added |
| Brendel Financial Advisors LLC | 13,865 | $1.81M | 1.34% | −113−0.8% | Reduced |
| Violich Capital Management, Inc. | 13,885 | $1.81M | 0.31% | −80−0.6% | Reduced |
| Steward Financial Group LLC | 13,924 | $1.81M | 0.60% | +412+3.0% | Added |
| Washington Capital Management Inc | 13,930 | $1.82M | 1.62% | −270−1.9% | Reduced |
| Naviter Wealth, LLC | 13,985 | $1.82M | 0.64% | −1,944−12.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,000 | $1.82M | 1.91% | +14,000 | New |
| Klingman & Associates, LLC | 14,020 | $1.83M | 0.16% | +40+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 14,027 | $1.83M | 0.45% | +3,545+33.8% | Added |
| Dover Advisors, LLC | 14,069 | $1.83M | 1.76% | +3,077+28.0% | Added |
| Pinnacle Holdings, LLC | 14,073 | $1.83M | 0.85% | +133+1.0% | Added |
| Virtue Capital Management, LLC | 13,588 | $1.84M | 0.30% | +212+1.6% | Added |
| Benedict Financial Advisors Inc | 14,104 | $1.84M | 0.52% | +369+2.7% | Added |
| Ruffer LLP | 14,135 | $1.84M | 0.06% | −10,744−43.2% | Reduced |
| Foresight Global Investors, Inc. | 14,132 | $1.84M | 1.32% | +14,132 | New |
| Summit Financial Group Inc | 14,182 | $1.85M | 0.73% | −105−0.7% | Reduced |
| Lindenwold Advisors | 14,192 | $1.85M | 1.15% | +304+2.2% | Added |
| Centennial Bank | 14,202 | $1.85M | 1.21% | −681−4.6% | Reduced |
| Next Capital Management LLC | 14,246 | $1.86M | 0.90% | −130−0.9% | Reduced |
| DAGCO, Inc. | 14,261 | $1.86M | 1.00% | −271−1.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 14,270 | $1.86M | 1.03% | +3,002+26.6% | Added |
| Chapman Investment Management, LLC | 14,312 | $1.86M | 1.53% | −146−1.0% | Reduced |
| Main Street Financial Solutions, LLC | 14,317 | $1.87M | 0.27% | +126+0.9% | Added |
| Exos TFP Holdings LLC | 14,332 | $1.87M | 0.47% | +7,494+109.6% | Added |
| Nvest Financial, LLC | 14,354 | $1.87M | 1.95% | +719+5.3% | Added |
| Carl P. Sherr & Co., LLC | 14,367 | $1.87M | 1.34% | +1,432+11.1% | Added |
| Parisi Gray Wealth Management | 14,367 | $1.87M | 1.16% | −10,711−42.7% | Reduced |
| Brady Family Wealth, LLC | 14,378 | $1.87M | 0.74% | +24+0.2% | Added |
| Notis-McConarty Edward | 14,397 | $1.88M | 0.75% | −100−0.7% | Reduced |
| Wulff, Hansen & Co. | 14,405 | $1.88M | 2.14% | −230−1.6% | Reduced |
| Sutton Wealth Advisors Inc. | 14,415 | $1.88M | 1.00% | −11,841−45.1% | Reduced |
| Hamel Associates, Inc. | 14,477 | $1.89M | 0.65% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 14,485 | $1.89M | 1.31% | +228+1.6% | Added |
| Prestige Wealth Management Group LLC | 14,509 | $1.89M | 0.48% | +35+0.2% | Added |
| FengHe Fund Management Pte. Ltd. | 14,600 | $1.90M | 0.43% | +14,600 | New |
| Advisor OS, LLC | 14,602 | $1.90M | 0.46% | +799+5.8% | Added |
| Fortem Financial Group, LLC | 14,605 | $1.90M | 1.24% | +548+3.9% | Added |