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 |
|---|---|---|---|---|---|
| Guardian Investment Management | 16,854 | $2.52M | 1.94% | −5,605−25.0% | Reduced |
| DeDora Capital, Inc. | 19,379 | $2.53M | 1.08% | −87−0.4% | Reduced |
| Simon Quick Advisors, LLC | 19,414 | $2.53M | 0.27% | +4,464+29.9% | Added |
| Sculati Wealth Management, LLC | 19,415 | $2.53M | 1.34% | +1,446+8.0% | Added |
| Oak Harbor Wealth Partners, LLC | 19,430 | $2.53M | 0.92% | −513−2.6% | Reduced |
| Tiemann Investment Advisors, LLC | 19,449 | $2.53M | 1.39% | −1,125−5.5% | Reduced |
| Agate Pass Investment Management, LLC | 19,469 | $2.54M | 1.66% | +650+3.5% | Added |
| Perpetual Ltd | 19,471 | $2.54M | 0.02% | +19,471 | New |
| Peoples Financial Services Corp. | 19,497 | $2.54M | 1.19% | +170+0.9% | Added |
| Pacifica Partners Inc. | 20,029 | $2.54M | 1.53% | −1,201−5.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 19,522 | $2.54M | 1.63% | +736+3.9% | Added |
| Chesapeake Asset Management LLC | 19,533 | $2.55M | 2.33% | +19,533 | New |
| Oak Asset Management, LLC | 19,580 | $2.55M | 1.10% | −124−0.6% | Reduced |
| Greytown Advisors Inc. | 19,614 | $2.56M | 1.32% | −2,386−10.8% | Reduced |
| Canton Hathaway, LLC | 19,639 | $2.56M | 0.87% | −685−3.4% | Reduced |
| Cobalt Capital Management, Inc. | 19,638 | $2.56M | 0.93% | +19,638 | New |
| First United Bank Trust | 19,719 | $2.57M | 1.21% | −50−0.3% | Reduced |
| Register Financial Advisors LLC | 19,742 | $2.57M | 2.02% | +2,428+14.0% | Added |
| Pinkerton Retirement Specialists, LLC | 19,750 | $2.57M | 0.48% | +378+2.0% | Added |
| C2C Wealth Management, LLC | 20,025 | $2.57M | 0.42% | −130−0.6% | Reduced |
| WMS Partners, LLC | 19,764 | $2.58M | 0.23% | −3,228−14.0% | Reduced |
| Eads & Heald Wealth Management | 19,819 | $2.58M | 1.28% | −201−1.0% | Reduced |
| Archford Capital Strategies, LLC | 20,279 | $2.59M | 0.54% | +2,915+16.8% | Added |
| Archer Investment Corp | 19,916 | $2.60M | 0.96% | −195−1.0% | Reduced |
| O'Dell Group, LLC | 19,991 | $2.61M | 0.84% | −567−2.8% | Reduced |
| Maltese Capital Management LLC | 20,000 | $2.61M | 0.98% | +20,000 | New |
| Keebeck Wealth Management, LLC | 20,001 | $2.61M | 0.42% | +42+0.2% | Added |
| Van Cleef Asset Management,Inc | 20,030 | $2.61M | 0.41% | −254−1.3% | Reduced |
| Mendel Money Management | 20,044 | $2.61M | 1.41% | −667−3.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 20,106 | $2.62M | 0.64% | +510+2.6% | Added |
| Dumont & Blake Investment Advisors LLC | 20,114 | $2.62M | 0.89% | −150−0.7% | Reduced |
| BBR Partners, LLC | 20,114 | $2.62M | 0.30% | +317+1.6% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.62M | 2.46% | 00.0% | Unchanged |
| Marathon Capital Management | 20,202 | $2.63M | 0.65% | +16,482+443.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 20,216 | $2.63M | 0.77% | −535−2.6% | Reduced |
| Valley Brook Capital Group | 20,222 | $2.64M | 2.43% | +656+3.4% | Added |
| Certified Advisory Corp | 20,235 | $2.64M | 0.47% | +47+0.2% | Added |
| Titleist Asset Management, LLC | 20,244 | $2.64M | 0.56% | +20,244 | New |
| VisionPoint Advisory Group, LLC | 19,681 | $2.64M | 1.16% | +3,195+19.4% | Added |
| Transatlantique Private Wealth LLC | 20,300 | $2.64M | 1.46% | +6,209+44.1% | Added |
| Jefferies Financial Group Inc. | 20,305 | $2.65M | 0.06% | −133,862−86.8% | Reduced |
| Secure Asset Management, LLC | 20,332 | $2.65M | 0.88% | −7,524−27.0% | Reduced |
| Cobblestone Capital Advisors LLC | 20,358 | $2.65M | 0.20% | −1,325−6.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 20,406 | $2.66M | 0.54% | +4,134+25.4% | Added |
| Trifecta Capital Advisors, LLC | 20,424 | $2.66M | 0.94% | +982+5.1% | Added |
| Columbia Trust Co 01012016 | 20,430 | $2.66M | 1.54% | −2,062−9.2% | Reduced |
| Forza Wealth Management, LLC | 20,454 | $2.67M | 1.37% | +3,656+21.8% | Added |
| Resurgent Financial Advisors LLC | 20,477 | $2.67M | 1.79% | −2,461−10.7% | Reduced |
| Prosperity Consulting Group, LLC | 20,479 | $2.67M | 1.69% | −342−1.6% | Reduced |
| Platte River Wealth Advisors, LLC | 20,517 | $2.67M | 1.03% | +300+1.5% | Added |
| Aj Wealth Strategies, LLC | 20,548 | $2.68M | 0.14% | −44,809−68.6% | Reduced |
| Regal Investment Advisors LLC | 20,550 | $2.68M | 0.24% | −7,478−26.7% | Reduced |
| Benjamin Edwards Inc | 20,559 | $2.68M | 0.65% | +2,518+14.0% | Added |
| MCF Advisors LLC | 20,566 | $2.68M | 0.25% | −661−3.1% | Reduced |
| Northstar Asset Management LLC | 20,603 | $2.68M | 0.79% | −390−1.9% | Reduced |
| WealthPlan Investment Management, LLC | 20,608 | $2.69M | 0.46% | −28,713−58.2% | Reduced |
| CNB Bank | 20,638 | $2.69M | 1.64% | +61+0.3% | Added |
| O'Rourke & Company, Inc | 20,674 | $2.69M | 2.05% | +155+0.8% | Added |
| First PREMIER Bank | 20,746 | $2.70M | 0.79% | +15+0.1% | Added |
| Landmark Financial Advisors, LLC | 20,774 | $2.71M | 1.19% | −845−3.9% | Reduced |
| Beck Capital Management, LLC | 20,776 | $2.71M | 1.15% | +20,776 | New |
| Regatta Capital Group, LLC | 20,248 | $2.72M | 0.97% | 00.0% | Unchanged |
| Ledge Wealth Management, Inc. | 20,890 | $2.72M | 1.29% | +194+0.9% | Added |
| Royal Capital Wealth Management, LLC | 20,900 | $2.72M | 2.74% | +734+3.6% | Added |
| Investment Partners, Ltd. | 20,900 | $2.72M | 1.43% | +87+0.4% | Added |
| Ameliora Wealth Management Ltd. | 20,903 | $2.72M | 1.59% | −9,534−31.3% | Reduced |
| Massachusetts Wealth Management | 20,925 | $2.73M | 2.81% | −1,150−5.2% | Reduced |
| Bank of Stockton | 20,931 | $2.73M | 0.95% | −3,828−15.5% | Reduced |
| Knott David M Jr | 20,985 | $2.73M | 1.15% | +600+2.9% | Added |
| Abacus Planning Group, Inc. | 20,992 | $2.74M | 0.70% | +30.0% | Added |
| Spirit of America Management Corp | 20,992 | $2.74M | 0.61% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 21,069 | $2.75M | 1.62% | +1,049+5.2% | Added |
| Manhattan West Asset Management, LLC | 21,118 | $2.75M | 1.20% | −2,232−9.6% | Reduced |
| Mattern Wealth Management LLC | 21,222 | $2.77M | 0.92% | +3,780+21.7% | Added |
| Bradley Mark J. | 21,225 | $2.77M | 2.01% | +4,533+27.2% | Added |
| AlphaCore Capital LLC | 21,225 | $2.77M | 0.73% | +8,214+63.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 21,229 | $2.77M | 0.24% | +2,254+11.9% | Added |
| Midwest Professional Planners, LTD. | 21,266 | $2.77M | 1.36% | +4,293+25.3% | Added |
| Townsend & Associates, Inc | 20,066 | $2.77M | 1.11% | +1,937+10.7% | Added |
| VeraBank, N.A. | 21,364 | $2.78M | 1.30% | −1,129−5.0% | Reduced |
| Edgewood Management LLC | 21,464 | $2.80M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 21,465 | $2.80M | 0.51% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 21,466 | $2.80M | 0.99% | −142−0.7% | Reduced |
| Delta Financial Group, Inc. | 21,490 | $2.80M | 1.10% | +47+0.2% | Added |
| Phoenix Wealth Advisors | 21,511 | $2.80M | 1.74% | −1,127−5.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 21,604 | $2.82M | 0.12% | −690−3.1% | Reduced |
| L & S Advisors Inc | 21,614 | $2.82M | 0.39% | +4,075+23.2% | Added |
| X-Square Capital, LLC | 21,677 | $2.83M | 1.67% | −1,766−7.5% | Reduced |
| Sargent Investment Group, LLC | 21,765 | $2.83M | 0.75% | −1,595−6.8% | Reduced |
| Coastline Trust Co | 21,759 | $2.84M | 0.42% | +167+0.8% | Added |
| Intellectus Partners, LLC | 21,765 | $2.84M | 0.90% | +203+0.9% | Added |
| Cornerstone Wealth Management, LLC | 21,784 | $2.84M | 0.28% | +21,784 | New |
| SOA Wealth Advisors, LLC. | 21,824 | $2.84M | 0.70% | −31−0.1% | Reduced |
| Intrepid Financial Planning Group LLC | 22,031 | $2.87M | 1.45% | −40−0.2% | Reduced |
| Modera Wealth Management, LLC | 22,064 | $2.88M | 0.11% | +570+2.7% | Added |
| West Oak Capital, LLC | 22,072 | $2.88M | 1.46% | −675−3.0% | Reduced |
| Rowland & Co Investment Counsel | 22,086 | $2.88M | 0.70% | 00.0% | Unchanged |
| Outfitter Financial LLC | 22,088 | $2.88M | 2.59% | −55−0.2% | Reduced |
| Cohen Investment Advisors LLC | 22,094 | $2.88M | 2.28% | −36−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 21,082 | $2.88M | 1.23% | +12,752+153.1% | Added |