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; 5,156 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
- +54 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
- 190
- 1,652 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 1,069 | $139.3K | 0.04% | −138−11.4% | Reduced |
| Bell Investment Advisors, Inc | 1,079 | $140.6K | 0.03% | −82−7.1% | Reduced |
| Coastal Capital Group, Inc. | 1,088 | $141.7K | 0.03% | −1−0.1% | Reduced |
| Hillsdale Investment Management Inc. | 1,100 | $143.3K | 0.01% | +100+10.0% | Added |
| Legend Financial Advisors, Inc. | 1,116 | $145.4K | 0.12% | −71−6.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,150 | $149.9K | 0.05% | +241+26.5% | Added |
| Kelly Financial Services LLC | 1,172 | $152.8K | 0.08% | +81+7.4% | Added |
| TD Capital Management LLC | 1,178 | $153.5K | 0.02% | −64−5.2% | Reduced |
| IAG Wealth Partners, LLC | 1,197 | $156.0K | 0.04% | +200+20.1% | Added |
| Ellevest, Inc. | 1,211 | $157.8K | 0.01% | −270−18.2% | Reduced |
| PFG Private Wealth Management, LLC | 1,224 | $159.5K | 0.10% | −1,388−53.1% | Reduced |
| Coston, McIsaac & Partners | 1,265 | $164.0K | 0.06% | +50+4.1% | Added |
| Ridgewood Investments LLC | 1,261 | $164.3K | 0.10% | −813−39.2% | Reduced |
| PFS Partners, LLC | 1,270 | $165.5K | 0.16% | +270+27.0% | Added |
| JJJ Advisors Inc. | 1,228 | $170.9K | 0.05% | −102−7.7% | Reduced |
| KB Financial Partners, LLC | 1,372 | $179.0K | 0.05% | −37−2.6% | Reduced |
| RFP Financial Group LLC | 1,390 | $181.1K | 0.21% | −7,535−84.4% | Reduced |
| Halpern Financial, Inc. | 1,430 | $186.3K | 0.07% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,437 | $187.2K | 0.12% | +1+0.1% | Added |
| AlphaMark Advisors, LLC | 1,465 | $191.0K | 0.09% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,472 | $191.8K | 0.03% | −451−23.5% | Reduced |
| Annapolis Financial Services, LLC | 1,474 | $192.1K | 0.06% | +1+0.1% | Added |
| FNY Investment Advisers, LLC | 1,500 | $195.0K | 0.23% | +1,500 | New |
| Roble, Belko & Company, Inc | 1,504 | $196.0K | 0.04% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,534 | $199.9K | 0.08% | +1,510+6,291.7% | Added |
| Cowen Prime Advisors LLC | 1,449 | $200.0K | 0.08% | +54+3.9% | Added |
| Continuum Wealth Advisors, LLC | 1,536 | $200.2K | 0.16% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 1,539 | $200.5K | 0.10% | 00.0% | Unchanged |
| Dentgroup LLC | 1,539 | $200.6K | 0.16% | −22−1.4% | Reduced |
| Ewa, LLC | 1,499 | $201.0K | 0.15% | +1,499 | New |
| Worth Asset Management, LLC | 1,548 | $201.7K | 0.15% | −52−3.3% | Reduced |
| WealthTrust Asset Management, LLC | 1,549 | $201.9K | 0.19% | +56+3.8% | Added |
| Toth Financial Advisory Corp | 1,554 | $202.5K | 0.03% | +113+7.8% | Added |
| Ellis Investment Partners, LLC | 1,562 | $203.6K | 0.05% | −244−13.5% | Reduced |
| First Pacific Financial | 1,567 | $204.2K | 0.09% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 1,570 | $204.6K | 0.21% | +20+1.3% | Added |
| IronBridge Private Wealth, LLC | 1,572 | $204.9K | 0.13% | −552−26.0% | Reduced |
| Tandem Wealth Advisors LLC | 1,575 | $205.2K | 0.13% | −26−1.6% | Reduced |
| Better Money Decisions, LLC | 1,579 | $205.7K | 0.17% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 1,586 | $206.7K | 0.08% | +9+0.6% | Added |
| Warren Street Wealth Advisors, LLC | 1,587 | $206.8K | 0.15% | +1,587 | New |
| Riverview Capital Advisers, LLC | 1,588 | $206.9K | 0.09% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,448 | $207.6K | 0.24% | 00.0% | Unchanged |
| WorthPointe, LLC | 1,594 | $207.7K | 0.14% | +1,594 | New |
| Kendall Capital Management | 1,596 | $208.0K | 0.10% | −26−1.6% | Reduced |
| Legacy Financial Group, Inc. | 1,597 | $208.1K | 0.12% | −1−0.1% | Reduced |
| Rise Advisors, LLC | 1,599 | $208.3K | 0.16% | −590−27.0% | Reduced |
| Flynn Zito Capital Management, LLC | 1,601 | $208.6K | 0.15% | −24−1.5% | Reduced |
| Acas, LLC | 1,603 | $208.9K | 0.30% | +35+2.2% | Added |
| Baskin Financial Services Inc. | 1,606 | $209.0K | 0.02% | −265−14.2% | Reduced |
| Graham Capital Wealth Management, LLC | 1,605 | $209.1K | 0.30% | −91−5.4% | Reduced |
| Syverson Strege & Co | 1,606 | $209.3K | 0.09% | +1+0.1% | Added |
| Lutz Financial Services LLC | 1,607 | $209.4K | 0.02% | +100+6.6% | Added |
| Lipe & Dalton | 1,615 | $210.0K | 0.12% | −65−3.9% | Reduced |
| Paragon Capital Management LLC | 1,613 | $210.3K | 0.13% | +1,613 | New |
| Tanglewood Legacy Advisors, LLC | 1,615 | $210.4K | 0.13% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 1,616 | $210.6K | 0.03% | +103+6.8% | Added |
| Asset Management Group, Inc. | 1,619 | $210.9K | 0.05% | +12+0.7% | Added |
| JMG Financial Group, Ltd. | 1,622 | $211.0K | 0.01% | −66−3.9% | Reduced |
| Rain Capital Management, LLC | 1,624 | $211.6K | 0.15% | −143−8.1% | Reduced |
| Acorn Financial Advisory Services Inc | 1,624 | $211.6K | 0.04% | −17−1.0% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,624 | $211.6K | 0.06% | +1,624 | New |
| Curtis Advisory Group, LLC | 1,625 | $211.8K | 0.08% | −204−11.2% | Reduced |
| Bernardo Wealth Planning LLC | 1,626 | $211.9K | 0.09% | −92−5.4% | Reduced |
| ShoreHaven Wealth Partners, LLC | 1,631 | $212.5K | 0.15% | +9+0.6% | Added |
| Triton Wealth Management, PLLC | 1,518 | $213.3K | 0.13% | −32−2.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 1,640 | $213.7K | 0.05% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 1,642 | $214.0K | 0.14% | −16−1.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,642 | $214.0K | 0.15% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 1,648 | $214.7K | 0.11% | −65−3.8% | Reduced |
| Oak Ridge Investments LLC | 1,650 | $215.0K | 0.03% | −248−13.1% | Reduced |
| Rebalance, LLC | 1,650 | $215.0K | 0.02% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,670 | $217.6K | 0.16% | +2+0.1% | Added |
| Intelligence Driven Advisers, LLC | 1,707 | $217.8K | 0.04% | −220−11.4% | Reduced |
| Wellspring Financial Advisors, LLC | 1,677 | $218.5K | 0.06% | −896−34.8% | Reduced |
| Rezny Wealth Management, Inc. | 1,682 | $219.2K | 0.08% | +167+11.0% | Added |
| Western Pacific Wealth Management, LP | 1,686 | $219.7K | 0.17% | −70−4.0% | Reduced |
| Covestor Ltd | 1,683 | $220.0K | 0.19% | −462−21.5% | Reduced |
| Capital Performance Advisors LLP | 1,689 | $220.1K | 0.12% | +100+6.3% | Added |
| Lifestyle Asset Management, Inc. | 1,689 | $220.1K | 0.15% | +147+9.5% | Added |
| BEAM Asset Management, LLC | 1,690 | $220.3K | 0.22% | −4−0.2% | Reduced |
| Ade, LLC | 1,691 | $220.4K | 0.16% | 00.0% | Unchanged |
| Etfidea, LLC | 1,693 | $220.6K | 0.10% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 1,694 | $220.7K | 0.15% | +1,694 | New |
| TMD Wealth Management, LLC | 1,700 | $221.5K | 0.06% | −25−1.4% | Reduced |
| Lakeside Advisors, INC. | 1,703 | $221.9K | 0.17% | +1+0.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,703 | $222.0K | 0.12% | −69−3.9% | Reduced |
| David J Yvars Group | 1,705 | $222.2K | 0.20% | +177+11.6% | Added |
| Thrive Capital Management, LLC | 1,727 | $222.4K | 0.14% | −2,254−56.6% | Reduced |
| MPS Loria Financial Planners, LLC | 1,716 | $223.6K | 0.09% | +60+3.6% | Added |
| First Wilshire Securities Management Inc | 1,719 | $224.0K | 0.08% | 00.0% | Unchanged |
| Western Financial Corp | 1,721 | $224.2K | 0.16% | +8+0.5% | Added |
| Trevian Wealth Management LLC | 1,730 | $225.0K | 0.21% | −12,388−87.7% | Reduced |
| Baron Financial Group, LLC | 1,730 | $225.4K | 0.14% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 1,651 | $225.8K | 0.07% | −1−0.1% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,736 | $226.2K | 0.23% | +1,736 | New |
| Mark Sheptoff Financial Planning, LLC | 1,740 | $226.7K | 0.13% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 1,740 | $226.7K | 0.15% | +217+14.2% | Added |
| Triune Financial Partners, LLC | 1,741 | $226.9K | 0.10% | +12+0.7% | Added |
| Jacobs Levy Equity Management, Inc | 1,743 | $227.1K | 0.00% | −1,801−50.8% | Reduced |