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 |
|---|---|---|---|---|---|
| Providence Wealth Advisors, LLC | 15,736 | $2.22M | 1.64% | −300−1.9% | Reduced |
| Peak Planning Group, LLC | 17,079 | $2.23M | 1.81% | +725+4.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 17,103 | $2.23M | 1.46% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 17,105 | $2.23M | 1.16% | +22+0.1% | Added |
| Financial Architects, Inc | 17,143 | $2.23M | 0.36% | −3,969−18.8% | Reduced |
| River Street Advisors LLC | 17,164 | $2.24M | 2.20% | +252+1.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 17,197 | $2.24M | 0.81% | −34−0.2% | Reduced |
| Park Place Capital Corp | 17,210 | $2.24M | 0.63% | −4,458−20.6% | Reduced |
| Beaumont Financial Advisors, LLC | 17,232 | $2.25M | 0.23% | −618−3.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,238 | $2.25M | 0.82% | +94+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 17,254 | $2.25M | 0.02% | −70,404−80.3% | Reduced |
| Amplius Wealth Advisors, LLC | 17,332 | $2.26M | 0.32% | +91+0.5% | Added |
| Intrua Financial, LLC | 16,855 | $2.26M | 0.47% | +6,505+62.9% | Added |
| Lederer & Associates Investment Counsel | 17,378 | $2.27M | 1.75% | −240−1.4% | Reduced |
| Heritage Wealth Advisors | 17,441 | $2.27M | 0.13% | −207−1.2% | Reduced |
| Financial Planning & Information Services, Inc. | 17,452 | $2.27M | 0.44% | −400−2.2% | Reduced |
| Moseley Investment Management Inc | 17,467 | $2.28M | 1.48% | +661+3.9% | Added |
| Loudon Investment Management, LLC | 17,539 | $2.29M | 1.58% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,543 | $2.29M | 1.15% | −310−1.7% | Reduced |
| LGT Fund Management Co Ltd. | 17,550 | $2.29M | 0.97% | +15,000+588.2% | Added |
| Everhart Financial Group, Inc. | 17,587 | $2.29M | 1.03% | +1,447+9.0% | Added |
| Nicolet Bankshares Inc | 26,291 | $2.30M | 0.75% | +355+1.4% | Added |
| Aries Wealth Management | 17,657 | $2.30M | 0.94% | −9−0.1% | Reduced |
| Aquatic Capital Management LLC | 17,700 | $2.31M | 0.14% | +17,700 | New |
| Snider Financial Group | 17,714 | $2.31M | 1.23% | +15,876+863.8% | Added |
| Parkside Financial Bank & Trust | 17,797 | $2.32M | 0.62% | +581+3.4% | Added |
| Prudent Man Advisors, LLC | 17,811 | $2.32M | 0.91% | +4,008+29.0% | Added |
| Owen LaRue, LLC | 17,043 | $2.32M | 2.51% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 17,842 | $2.33M | 0.60% | +448+2.6% | Added |
| Everett Harris & Co | 17,853 | $2.33M | 0.04% | −57−0.3% | Reduced |
| Gries Financial LLC | 17,911 | $2.33M | 0.69% | −13,761−43.4% | Reduced |
| Home Federal Bank of Tennessee | 17,931 | $2.34M | 0.87% | −341−1.9% | Reduced |
| Quadrature Capital Ltd | 17,948 | $2.34M | 0.06% | −6,830−27.6% | Reduced |
| Pegasus Partners Ltd. | 17,944 | $2.34M | 0.37% | +342+1.9% | Added |
| Smith, Moore & Co. | 17,987 | $2.34M | 0.32% | −92−0.5% | Reduced |
| Founders Financial Securities LLC | 17,992 | $2.34M | 0.34% | +1,127+6.7% | Added |
| Aull & Monroe Investment Management Corp | 18,016 | $2.35M | 1.20% | −300−1.6% | Reduced |
| Magnolia Capital Advisors LLC | 18,026 | $2.35M | 1.21% | +724+4.2% | Added |
| WP Advisors, LLC | 18,031 | $2.35M | 0.97% | −624−3.3% | Reduced |
| Tranquility Partners, LLC | 18,038 | $2.35M | 1.12% | +845+4.9% | Added |
| CX Institutional | 18,072 | $2.35M | 0.13% | +3,394+23.1% | Added |
| Twelve Points Wealth Management LLC | 18,114 | $2.36M | 1.35% | +358+2.0% | Added |
| Krilogy Financial LLC | 18,128 | $2.36M | 0.20% | −386−2.1% | Reduced |
| Continental Advisors LLC | 18,135 | $2.36M | 2.18% | +3,000+19.8% | Added |
| Guerra Pan Advisors, LLC | 18,218 | $2.37M | 2.98% | −130−0.7% | Reduced |
| Investment Advisory Services Inc | 18,234 | $2.38M | 1.17% | +395+2.2% | Added |
| PFG Investments, LLC | 18,279 | $2.38M | 0.49% | +18,279 | New |
| Riverview Trust Co | 18,282 | $2.38M | 2.19% | −18−0.1% | Reduced |
| TCWP LLC | 18,318 | $2.39M | 0.45% | −3,305−15.3% | Reduced |
| Enterprise Financial Services Corp | 18,365 | $2.39M | 1.56% | −1,914−9.4% | Reduced |
| Compass Financial Advisors LLC | 18,398 | $2.40M | 3.04% | −82−0.4% | Reduced |
| MSH Capital Advisors LLC | 18,401 | $2.40M | 1.02% | +390+2.2% | Added |
| Aspen Investment Management Inc | 18,436 | $2.40M | 1.54% | +913+5.2% | Added |
| Coastal Investment Advisors, Inc. | 18,434 | $2.40M | 0.58% | −632−3.3% | Reduced |
| Court Place Advisors, LLC | 18,465 | $2.41M | 0.87% | −710−3.7% | Reduced |
| Cito Capital Group, LLC | 18,483 | $2.41M | 1.20% | +242+1.3% | Added |
| 180 Wealth Advisors, LLC | 18,494 | $2.41M | 0.56% | +83+0.5% | Added |
| First Commonwealth Financial Corp | 18,510 | $2.41M | 0.87% | −393−2.1% | Reduced |
| Eclectic Associates Inc | 18,532 | $2.41M | 1.24% | −345−1.8% | Reduced |
| Sawgrass Asset Management LLC | 18,533 | $2.42M | 0.31% | −165−0.9% | Reduced |
| StrongBox Wealth, LLC | 18,559 | $2.42M | 1.62% | +495+2.7% | Added |
| RKL Wealth Management LLC | 18,595 | $2.42M | 0.31% | +15+0.1% | Added |
| HPC Germany GmbH & Co. KG | 18,600 | $2.42M | 3.05% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 17,570 | $2.43M | 1.42% | −1,060−5.7% | Reduced |
| Sage Investment Advisers LLC | 18,648 | $2.43M | 3.25% | −448−2.3% | Reduced |
| Integrated Investment Consultants, LLC | 18,651 | $2.43M | 0.76% | −147−0.8% | Reduced |
| Lafayette Investments, Inc. | 18,721 | $2.44M | 0.68% | −13,265−41.5% | Reduced |
| Nwam LLC | 18,738 | $2.44M | 0.25% | −6,676−26.3% | Reduced |
| Holderness Investments Co | 18,740 | $2.44M | 0.98% | +131+0.7% | Added |
| Larson Financial Group LLC | 18,752 | $2.44M | 0.27% | −24−0.1% | Reduced |
| Jmac Enterprises LLC | 18,764 | $2.45M | 0.62% | +4,209+28.9% | Added |
| Intercontinental Wealth Advisors, LLC | 18,765 | $2.45M | 0.62% | +90.0% | Added |
| Wedmont Private Capital | 19,127 | $2.45M | 0.32% | +1,577+9.0% | Added |
| Acropolis Investment Management, LLC | 18,786 | $2.45M | 0.20% | +286+1.5% | Added |
| Gsa Capital Partners LLP | 18,790 | $2.45M | 0.24% | +18,790 | New |
| Trinity Financial Advisors LLC | 18,843 | $2.46M | 1.50% | −1,385−6.8% | Reduced |
| Field & Main Bank | 18,846 | $2.46M | 1.46% | +236+1.3% | Added |
| New Potomac Partners, LLC | 18,889 | $2.46M | 1.71% | −259−1.4% | Reduced |
| Bowman & Co S.C. | 18,898 | $2.46M | 1.81% | +1,396+8.0% | Added |
| Miller Investment Management, LP | 18,935 | $2.47M | 0.41% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 18,945 | $2.47M | 0.56% | −3,425−15.3% | Reduced |
| White Pine Capital LLC | 18,967 | $2.47M | 0.96% | +243+1.3% | Added |
| Graybill Bartz & Assoc Ltd | 18,980 | $2.47M | 1.26% | −82−0.4% | Reduced |
| Liberty One Investment Management, LLC | 18,987 | $2.47M | 0.34% | +1,665+9.6% | Added |
| Key Financial Inc | 18,994 | $2.48M | 0.90% | −470−2.4% | Reduced |
| Affinity Wealth Management LLC | 19,014 | $2.48M | 0.58% | +885+4.9% | Added |
| St. Louis Trust Co | 19,040 | $2.48M | 0.50% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 24,769 | $2.49M | 0.38% | +24,769 | New |
| Sawyer & Company, Inc | 19,517 | $2.50M | 1.34% | −204−1.0% | Reduced |
| Tandem Capital Management Corp | 19,200 | $2.50M | 1.76% | −232−1.2% | Reduced |
| Condor Capital Management | 19,227 | $2.51M | 0.31% | −365−1.9% | Reduced |
| Signature Wealth Management Partners, LLC | 19,259 | $2.51M | 2.33% | −2,136−10.0% | Reduced |
| Harvey Investment Co LLC | 19,266 | $2.51M | 0.31% | −180−0.9% | Reduced |
| Corrado Advisors, LLC | 19,270 | $2.51M | 1.67% | +54+0.3% | Added |
| Zullo Investment Group, Inc. | 19,270 | $2.51M | 1.56% | +609+3.3% | Added |
| Glen Eagle Advisors, LLC | 19,278 | $2.51M | 0.63% | −2,470−11.4% | Reduced |
| Jackson Hole Capital Partners, LLC | 19,280 | $2.51M | 0.66% | +8,127+72.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 19,302 | $2.52M | 0.19% | +581+3.1% | Added |
| Bremer Bank National Association | 19,314 | $2.52M | 0.49% | −583−2.9% | Reduced |
| Huber Capital Management LLC | 19,372 | $2.52M | 0.62% | −13,511−41.1% | Reduced |