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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 22,152 | $2.89M | 2.18% | +3,703+20.1% | Added |
| Great Lakes Retirement, Inc. | 22,168 | $2.89M | 0.54% | +12,774+136.0% | Added |
| Seascape Capital Management | 22,249 | $2.90M | 1.48% | +1,350+6.5% | Added |
| Crescent Sterling, Ltd. | 22,258 | $2.90M | 2.82% | +1,591+7.7% | Added |
| NVWM, LLC | 22,261 | $2.90M | 0.97% | −116−0.5% | Reduced |
| Studio Investment Management LLC | 22,291 | $2.90M | 0.88% | −814−3.5% | Reduced |
| Clear Creek Financial Management, LLC | 22,302 | $2.91M | 0.55% | +10.0% | Added |
| Accurate Wealth Management, LLC | 22,868 | $2.92M | 1.01% | +1,324+6.1% | Added |
| Founders Financial Alliance, LLC | 22,030 | $2.93M | 1.46% | −3,575−14.0% | Reduced |
| Leisure Capital Management | 22,495 | $2.93M | 1.68% | +188+0.8% | Added |
| Credit Capital Investments LLC | 22,500 | $2.93M | 3.80% | 00.0% | Unchanged |
| HNP Capital LLC | 22,515 | $2.93M | 0.82% | −385−1.7% | Reduced |
| Mayflower Financial Advisors, LLC | 22,524 | $2.94M | 0.39% | +715+3.3% | Added |
| HCR Wealth Advisors | 22,540 | $2.94M | 0.58% | −386−1.7% | Reduced |
| Essex Savings Bank | 22,578 | $2.94M | 1.03% | −335−1.5% | Reduced |
| Poehling Capital Management, LLC | 22,591 | $2.94M | 0.99% | −70.0% | Reduced |
| NCM Capital Management, LLC | 22,591 | $2.94M | 2.20% | +12+0.1% | Added |
| Union Heritage Capital, LLC | 22,600 | $2.94M | 1.79% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 22,601 | $2.95M | 0.05% | +6,745+42.5% | Added |
| Evermay Wealth Management LLC | 22,623 | $2.95M | 0.59% | −756−3.2% | Reduced |
| Advisors Management Group Inc | 22,623 | $2.95M | 0.94% | +1,007+4.7% | Added |
| Beaton Management Co. Inc. | 22,692 | $2.96M | 2.00% | +250+1.1% | Added |
| Guardian Wealth Advisors, LLC | 22,725 | $2.96M | 0.52% | +1,588+7.5% | Added |
| Beech Hill Advisors, Inc. | 22,815 | $2.97M | 1.50% | +2,504+12.3% | Added |
| Gables Capital Management Inc. | 22,837 | $2.98M | 2.08% | +41+0.2% | Added |
| Blue Edge Capital, LLC | 22,866 | $2.98M | 0.64% | +6,373+38.6% | Added |
| Octavia Wealth Advisors, LLC | 22,870 | $2.98M | 0.67% | +319+1.4% | Added |
| Sycomore Asset Management | 23,257 | $2.99M | 0.86% | +1,786+8.3% | Added |
| WD Rutherford LLC | 22,930 | $2.99M | 2.11% | +285+1.3% | Added |
| GM Advisory Group, Inc. | 22,945 | $2.99M | 0.27% | −8,170−26.3% | Reduced |
| Elgethun Capital Management | 22,823 | $3.00M | 0.95% | −1,498−6.2% | Reduced |
| JT Stratford LLC | 23,013 | $3.00M | 0.86% | −3,999−14.8% | Reduced |
| Northcape Wealth Management, LLC | 23,033 | $3.00M | 1.09% | +4,713+25.7% | Added |
| Norway Savings Bank | 23,063 | $3.01M | 1.51% | +34+0.1% | Added |
| TCG Advisory Services, LLC | 23,099 | $3.01M | 0.63% | +1,901+9.0% | Added |
| Wunderlich Capital Managemnt | 23,120 | $3.01M | 1.57% | +243+1.1% | Added |
| Nichols & Pratt Advisers LLP | 23,166 | $3.02M | 0.23% | −300−1.3% | Reduced |
| Tiedemann Advisors, LLC | 23,202 | $3.02M | 0.14% | +796+3.6% | Added |
| WCG Wealth Advisors LLC | 23,238 | $3.03M | 0.39% | +1,622+7.5% | Added |
| Ironwood Investment Counsel, LLC | 23,259 | $3.03M | 0.72% | +1,433+6.6% | Added |
| FLC Capital Advisors | 23,304 | $3.04M | 0.93% | −50−0.2% | Reduced |
| RB Capital Management, LLC | 23,324 | $3.04M | 0.99% | +979+4.4% | Added |
| Ategra Capital Management, LLC | 23,398 | $3.05M | 1.70% | +512+2.2% | Added |
| Pavion Blue Capital, LLC | 23,419 | $3.05M | 1.88% | −377−1.6% | Reduced |
| Banco de Sabadell, S.A | 23,430 | $3.05M | 2.55% | −1,174−4.8% | Reduced |
| KCS Wealth Advisory | 23,455 | $3.06M | 1.16% | −104−0.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 23,467 | $3.06M | 0.95% | +63+0.3% | Added |
| Signet Investment Advisory Group, Inc. | 23,491 | $3.06M | 2.11% | −4,940−17.4% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 23,500 | $3.06M | 0.18% | +3,500+17.5% | Added |
| Adirondack Trust Co | 23,528 | $3.07M | 1.55% | +640+2.8% | Added |
| Indiana Trust & Investment Management CO | 23,604 | $3.08M | 1.67% | +775+3.4% | Added |
| Red Cedar Investment Management, LLC | 23,614 | $3.08M | 0.48% | +7,811+49.4% | Added |
| Winning Points Advisors, LLC | 23,623 | $3.08M | 3.71% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 23,650 | $3.08M | 0.63% | −780−3.2% | Reduced |
| Wealthsource Partners, LLC | 23,789 | $3.10M | 0.21% | −1,105−4.4% | Reduced |
| Altfest L J & Co Inc | 23,803 | $3.10M | 0.49% | +311+1.3% | Added |
| Compton Wealth Advisory Group, LLC | 23,855 | $3.11M | 1.07% | −1,076−4.3% | Reduced |
| Financial Advocates Investment Management | 23,947 | $3.12M | 0.24% | +1,184+5.2% | Added |
| Winch Advisory Services, LLC | 23,958 | $3.12M | 1.21% | +161+0.7% | Added |
| Dudley Capital Management, LLC | 24,009 | $3.13M | 2.20% | −100.0% | Reduced |
| Charles Schwab Trust Co | 24,023 | $3.13M | 0.38% | −2,640−9.9% | Reduced |
| Vectors Research Management, LLC | 24,056 | $3.13M | 0.81% | −233−1.0% | Reduced |
| Vise Technologies, Inc. | 24,071 | $3.14M | 0.83% | +3,871+19.2% | Added |
| ICA Group Wealth Management, LLC | 24,101 | $3.14M | 0.75% | +322+1.4% | Added |
| Harbor Advisors LLC | 24,148 | $3.15M | 0.74% | −2,000−7.6% | Reduced |
| Curbstone Financial Management Corp | 24,198 | $3.15M | 0.77% | −100−0.4% | Reduced |
| Grove Bank & Trust | 24,200 | $3.15M | 0.67% | −3,199−11.7% | Reduced |
| Argus Investors' Counsel, Inc. | 24,264 | $3.16M | 2.40% | −20−0.1% | Reduced |
| Atlas Private Wealth Management | 24,272 | $3.16M | 1.90% | +967+4.1% | Added |
| Financial Advisory Partners, LLC | 24,427 | $3.18M | 1.26% | −515−2.1% | Reduced |
| Financial Advisory Service, Inc. | 24,433 | $3.18M | 0.35% | −171−0.7% | Reduced |
| TrinityPoint Wealth, LLC | 24,457 | $3.19M | 0.68% | −132−0.5% | Reduced |
| Hudson Value Partners, LLC | 24,463 | $3.19M | 1.81% | +530+2.2% | Added |
| Sweeney & Michel, LLC | 22,924 | $3.19M | 1.70% | +22,924 | New |
| Modus Advisors, LLC | 24,527 | $3.20M | 1.47% | +181+0.7% | Added |
| Addison Capital Co | 24,548 | $3.20M | 2.41% | −6,435−20.8% | Reduced |
| Rehmann Capital Advisory Group | 24,577 | $3.20M | 0.30% | +502+2.1% | Added |
| Roanoke Asset Management Corp | 24,590 | $3.20M | 1.37% | +70.0% | Added |
| SWS Partners | 24,632 | $3.21M | 1.19% | +400+1.7% | Added |
| Stoneridge Investment Partners LLC | 24,631 | $3.21M | 1.70% | −35,414−59.0% | Reduced |
| Continuum Advisory, LLC | 50,987 | $3.21M | 0.54% | −439−0.9% | Reduced |
| Trustmark National Bank Trust Department | 24,693 | $3.22M | 0.29% | −1,756−6.6% | Reduced |
| Mystic Asset Management, Inc. | 24,696 | $3.22M | 1.78% | −324−1.3% | Reduced |
| Evoke Wealth, LLC | 24,766 | $3.23M | 0.12% | −764−3.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 24,769 | $3.23M | 1.04% | −120.0% | Reduced |
| SeaBridge Investment Advisors LLC | 24,775 | $3.23M | 1.13% | −1,514−5.8% | Reduced |
| S&CO Inc | 24,799 | $3.23M | 0.27% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 24,809 | $3.23M | 1.37% | −276−1.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,816 | $3.23M | 2.15% | +464+1.9% | Added |
| Armor Investment Advisors, LLC | 24,839 | $3.24M | 1.85% | +76+0.3% | Added |
| RMR Wealth Builders | 24,878 | $3.24M | 0.62% | +35+0.1% | Added |
| Papp L Roy & Associates | 24,895 | $3.24M | 0.44% | 00.0% | Unchanged |
| Balentine LLC | 24,922 | $3.25M | 0.11% | −2,212−8.2% | Reduced |
| Connolly Sarah T. | 24,992 | $3.26M | 2.07% | −1,170−4.5% | Reduced |
| Eos Management, L.P. | 25,000 | $3.26M | 1.71% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 25,132 | $3.26M | 0.83% | −15,280−37.8% | Reduced |
| Cordatus Wealth Management LLC | 25,041 | $3.26M | 4.16% | +35+0.1% | Added |
| Triasima Portfolio Management inc. | 25,045 | $3.26M | 0.27% | +3,305+15.2% | Added |
| Greenfield Savings Bank | 25,047 | $3.26M | 2.12% | −219−0.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 25,053 | $3.26M | 2.11% | +780+3.2% | Added |