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 |
|---|---|---|---|---|---|
| Banco BTG Pactual S.A. | 14,200 | $1.90M | 0.88% | +14,200 | New |
| Wambolt & Associates, LLC | 14,651 | $1.91M | 0.68% | +18+0.1% | Added |
| Hudson Canyon Capital Management | 14,655 | $1.91M | 1.60% | −86−0.6% | Reduced |
| Fragasso Group Inc. | 14,655 | $1.91M | 0.22% | −150−1.0% | Reduced |
| Summit X, LLC | 14,631 | $1.91M | 0.49% | −124−0.8% | Reduced |
| Davidson Trust Co | 14,725 | $1.92M | 1.48% | +249+1.7% | Added |
| All Terrain Financial Advisors, LLC | 14,733 | $1.92M | 0.93% | −878−5.6% | Reduced |
| Arbor Capital Management Inc | 15,062 | $1.93M | 1.56% | +667+4.6% | Added |
| Gs Investments, Inc. | 14,787 | $1.93M | 1.11% | +70+0.5% | Added |
| High Net Worth Advisory Group LLC | 14,787 | $1.93M | 0.79% | −764−4.9% | Reduced |
| True North Advisors, LLC | 14,840 | $1.93M | 0.57% | −133−0.9% | Reduced |
| LS Investment Advisors, LLC | 14,853 | $1.94M | 0.36% | +40.0% | Added |
| Grandview Asset Management LLC | 14,855 | $1.94M | 1.14% | +24+0.2% | Added |
| Oak Family Advisors, LLC | 14,929 | $1.95M | 0.96% | −1,112−6.9% | Reduced |
| S.E.E.D. Planning Group LLC | 14,945 | $1.95M | 0.75% | −1,526−9.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 14,961 | $1.95M | 0.99% | +45+0.3% | Added |
| Verdad Advisers, LP | 14,967 | $1.95M | 3.93% | +14,967 | New |
| First County Bank | 14,982 | $1.95M | 0.96% | −1,555−9.4% | Reduced |
| Missouri Trust & Investment Co | 14,998 | $1.95M | 1.26% | −333−2.2% | Reduced |
| Carmignac Gestion | 15,000 | $1.95M | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,051 | $1.96M | 0.09% | −709−4.5% | Reduced |
| Sittner & Nelson, LLC | 15,059 | $1.96M | 1.13% | −1,165−7.2% | Reduced |
| Segment Wealth Management, LLC | 15,059 | $1.96M | 0.22% | −68,249−81.9% | Reduced |
| Gryphon Financial Partners LLC | 15,067 | $1.96M | 0.46% | −255−1.7% | Reduced |
| Lodestone Wealth Management LLC | 20,155 | $1.97M | 1.52% | −134−0.7% | Reduced |
| Resolute Wealth Strategies, LLC | 15,154 | $1.97M | 1.68% | +15,154 | New |
| Optimum Investment Advisors | 15,179 | $1.98M | 1.04% | −1,250−7.6% | Reduced |
| Icon Wealth Partners, LLC | 15,188 | $1.98M | 0.22% | +15,188 | New |
| Marion Wealth Management | 15,240 | $1.99M | 0.74% | +892+6.2% | Added |
| Guardian Capital LP | 15,255 | $1.99M | 0.06% | 00.0% | Unchanged |
| Corundum Group, Inc. | 15,286 | $1.99M | 0.94% | +2,409+18.7% | Added |
| Chatham Capital Group, Inc. | 15,315 | $2.00M | 0.45% | +150+1.0% | Added |
| Boit C F David | 14,137 | $2.00M | 1.36% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 15,389 | $2.01M | 0.13% | −2,576−14.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 15,400 | $2.01M | 1.34% | −159−1.0% | Reduced |
| Rollins Financial | 15,403 | $2.01M | 0.66% | −40−0.3% | Reduced |
| Cornerstone Advisory, LLC | 15,411 | $2.01M | 0.36% | −1,052−6.4% | Reduced |
| SFMG, LLC | 15,422 | $2.01M | 0.22% | −250−1.6% | Reduced |
| Phillips Financial Management, LLC | 15,461 | $2.01M | 0.19% | +60+0.4% | Added |
| Wolff Wiese Magana LLC | 15,472 | $2.02M | 1.64% | +146+1.0% | Added |
| WealthBridge Capital Management, LLC | 15,482 | $2.02M | 0.80% | −121−0.8% | Reduced |
| Finer Wealth Management, Inc. | 15,485 | $2.02M | 1.71% | +1,777+13.0% | Added |
| Birmingham Capital Management Co Inc | 15,527 | $2.02M | 0.81% | +110+0.7% | Added |
| First Capital Advisors Group, LLC. | 15,625 | $2.04M | 1.31% | −255−1.6% | Reduced |
| Jeppson Wealth Management, LLC | 15,647 | $2.04M | 0.89% | −256−1.6% | Reduced |
| Jessup Wealth Management, Inc | 15,649 | $2.04M | 1.21% | +715+4.8% | Added |
| Roof Eidam & Maycock | 15,657 | $2.04M | 0.75% | +581+3.9% | Added |
| L2 Asset Management, LLC | 15,696 | $2.05M | 1.22% | +9,073+137.0% | Added |
| Longfellow Investment Management Co LLC | 15,705 | $2.05M | 0.47% | −2,726−14.8% | Reduced |
| Aberdeen Wealth Management LLC | 15,714 | $2.05M | 1.53% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 15,728 | $2.05M | 0.88% | −193−1.2% | Reduced |
| Voya Financial Advisors, Inc. | 15,970 | $2.06M | 0.26% | −3,581−18.3% | Reduced |
| Dillon & Associates Inc | 15,864 | $2.06M | 0.41% | −2,231−12.3% | Reduced |
| Delta Asset Management LLC | 15,829 | $2.06M | 0.22% | −526−3.2% | Reduced |
| Gleason Group, Inc. | 15,854 | $2.07M | 0.59% | +168+1.1% | Added |
| Trust Co | 15,965 | $2.08M | 0.32% | +19+0.1% | Added |
| TCI Wealth Advisors, Inc. | 15,986 | $2.08M | 0.27% | +1,244+8.4% | Added |
| Game Creek Capital, LP | 16,000 | $2.08M | 1.38% | −625−3.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 16,005 | $2.09M | 0.71% | −301−1.8% | Reduced |
| Wealth Alliance | 16,019 | $2.09M | 0.34% | −5,184−24.4% | Reduced |
| Royal Harbor Partners, LLC | 16,052 | $2.09M | 1.12% | −2,328−12.7% | Reduced |
| Spreng Capital Management, Inc. | 16,066 | $2.09M | 1.81% | −874−5.2% | Reduced |
| Warther Private Wealth, LLC | 16,079 | $2.10M | 1.60% | −1,968−10.9% | Reduced |
| SkyView Investment Advisors, LLC | 16,105 | $2.10M | 0.49% | −188−1.2% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 16,115 | $2.10M | 1.04% | +16,115 | New |
| Insigneo Advisory Services, LLC | 16,252 | $2.11M | 0.67% | −7,566−31.8% | Reduced |
| First Bank & Trust | 16,255 | $2.12M | 0.56% | −3,887−19.3% | Reduced |
| West Michigan Advisors, LLC | 16,282 | $2.12M | 1.20% | +4,065+33.3% | Added |
| Imprint Wealth LLC | 15,949 | $2.13M | 1.40% | +15,949 | New |
| Slocum, Gordon & Co LLP | 16,340 | $2.13M | 1.77% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 16,346 | $2.13M | 0.47% | −5,511−25.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 16,371 | $2.13M | 1.75% | +2,285+16.2% | Added |
| Weik Capital Management | 16,380 | $2.13M | 0.98% | −85−0.5% | Reduced |
| Ironwood Financial, llc | 16,377 | $2.13M | 0.60% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 16,383 | $2.13M | 0.94% | −50−0.3% | Reduced |
| Sentry Investment Management LLC | 16,435 | $2.14M | 0.88% | −5,801−26.1% | Reduced |
| Alaethes Wealth LLC | 16,484 | $2.15M | 1.26% | +1,157+7.5% | Added |
| GSB Wealth Management, LLC | 16,494 | $2.15M | 0.70% | −1,488−8.3% | Reduced |
| Goldstone Financial Group, LLC | 16,526 | $2.15M | 0.71% | +16,526 | New |
| 3Chopt Investment Partners, LLC | 16,527 | $2.15M | 1.15% | +1,402+9.3% | Added |
| Abundance Wealth Counselors | 16,532 | $2.15M | 0.54% | −20−0.1% | Reduced |
| MUFG Securities EMEA plc | 16,544 | $2.16M | 0.04% | +16,544 | New |
| BigSur Wealth Management LLC | 16,561 | $2.16M | 1.01% | +6,490+64.4% | Added |
| Vista Wealth Management Group, LLC | 16,579 | $2.16M | 0.24% | +13,465+432.4% | Added |
| Mather Group, LLC. | 16,634 | $2.17M | 0.04% | −1,505−8.3% | Reduced |
| Center for Financial Planning, Inc. | 16,656 | $2.17M | 0.50% | −548−3.2% | Reduced |
| Boltwood Capital Management | 16,661 | $2.17M | 0.81% | +187+1.1% | Added |
| Garrett Investment Advisors LLC | 16,694 | $2.18M | 0.34% | +1,776+11.9% | Added |
| Benin Management CORP | 16,709 | $2.18M | 0.83% | +52+0.3% | Added |
| Institute for Wealth Management, LLC. | 16,747 | $2.18M | 0.42% | +311+1.9% | Added |
| Ethic Inc. | 16,756 | $2.18M | 0.09% | −1,081−6.1% | Reduced |
| Occidental Asset Management, LLC | 16,763 | $2.18M | 0.54% | +711+4.4% | Added |
| AIA Group Ltd | 16,764 | $2.18M | 0.12% | −9,436−36.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 16,775 | $2.19M | 0.67% | +196+1.2% | Added |
| BCGM Wealth Management, LLC | 16,803 | $2.19M | 1.10% | −913−5.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 16,858 | $2.20M | 0.42% | +294+1.8% | Added |
| Worth Financial Advisory Group, LLC | 16,897 | $2.20M | 2.10% | +583+3.6% | Added |
| Ethos Financial Group, LLC | 16,911 | $2.20M | 0.69% | −291−1.7% | Reduced |
| Martin & Co Inc | 16,956 | $2.21M | 0.57% | −403−2.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,025 | $2.22M | 0.37% | +936+5.8% | Added |