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 |
|---|---|---|---|---|---|
| Leith Wheeler Investment Counsel Ltd. | 46,016 | $3.26M | 0.48% | +22,572+96.3% | Added |
| Liberty Capital Management, Inc. | 25,124 | $3.27M | 1.08% | +18+0.1% | Added |
| Kovack Advisors, Inc. | 25,152 | $3.28M | 0.45% | −291−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 25,167 | $3.28M | 0.41% | −1,417−5.3% | Reduced |
| Golden State Equity Partners | 25,220 | $3.29M | 1.78% | +25,220 | New |
| Uncommon Cents Investing LLC | 25,250 | $3.29M | 1.20% | +225+0.9% | Added |
| Platform Technology Partners | 25,286 | $3.30M | 1.63% | +23+0.1% | Added |
| Interval Partners, LP | 25,316 | $3.30M | 0.19% | −19,890−44.0% | Reduced |
| Proquility Private Wealth Partners, LLC | 25,344 | $3.30M | 1.31% | +3,072+13.8% | Added |
| LJI Wealth Management, LLC | 25,393 | $3.31M | 1.05% | +200+0.8% | Added |
| Blue Fin Capital, Inc. | 24,696 | $3.31M | 1.07% | +54+0.2% | Added |
| KLCM Advisors, Inc. | 25,430 | $3.31M | 0.66% | +10,591+71.4% | Added |
| Resources Management Corp | 37,782 | $3.32M | 0.66% | −104,000−73.4% | Reduced |
| Mount Vernon Associates Inc | 25,552 | $3.33M | 3.94% | −550−2.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 25,573 | $3.33M | 1.12% | −524−2.0% | Reduced |
| RDA Financial Network | 25,659 | $3.34M | 1.53% | +347+1.4% | Added |
| Am Investment Strategies LLC | 25,673 | $3.35M | 1.14% | −20.0% | Reduced |
| Nicholas Investment Partners, LP | 25,723 | $3.35M | 0.25% | +25,723 | New |
| Shoker Investment Counsel, Inc. | 25,731 | $3.35M | 1.46% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25,758 | $3.36M | 1.95% | +1,500+6.2% | Added |
| YHB Investment Advisors, Inc. | 25,858 | $3.37M | 0.34% | +3,508+15.7% | Added |
| Little House Capital LLC | 25,921 | $3.38M | 1.59% | +5,294+25.7% | Added |
| Scott & Selber, Inc. | 25,963 | $3.38M | 1.44% | +32+0.1% | Added |
| Mission Wealth Management, LP | 25,980 | $3.39M | 0.14% | −493−1.9% | Reduced |
| High Note Wealth, LLC | 26,146 | $3.41M | 1.40% | −38−0.1% | Reduced |
| Calamos Wealth Management LLC | 26,213 | $3.42M | 0.27% | −1,388−5.0% | Reduced |
| Aspiriant, LLC | 26,266 | $3.42M | 0.18% | +54+0.2% | Added |
| Atlas Brown,Inc. | 26,297 | $3.43M | 1.58% | +173+0.7% | Added |
| Lee Danner & Bass Inc | 26,322 | $3.43M | 0.32% | −505−1.9% | Reduced |
| IFG Advisory, LLC | 26,323 | $3.43M | 0.32% | +2,613+11.0% | Added |
| Proequities, Inc. | 26,383 | $3.44M | 0.27% | +791+3.1% | Added |
| CFM Wealth Partners LLC | 26,396 | $3.44M | 0.95% | +378+1.5% | Added |
| Lincoln Capital Corp | 26,476 | $3.45M | 2.00% | −14,562−35.5% | Reduced |
| Clarity Wealth Advisors, LLC | 26,478 | $3.45M | 1.76% | +1,149+4.5% | Added |
| K.J. Harrison & Partners Inc | 27,531 | $3.46M | 0.70% | +1,000+3.8% | Added |
| Trustco Bank Corp N Y | 26,544 | $3.46M | 3.80% | −810−3.0% | Reduced |
| Capital Investment Advisory Services, LLC | 26,667 | $3.47M | 0.41% | −6,990−20.8% | Reduced |
| Montchanin Asset Management, LLC | 26,667 | $3.48M | 4.40% | −1,264−4.5% | Reduced |
| Alta Capital Management LLC | 26,737 | $3.48M | 0.26% | +560+2.1% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 27,086 | $3.49M | 0.80% | −23,351−46.3% | Reduced |
| BFSG, LLC | 26,850 | $3.50M | 0.65% | +390+1.5% | Added |
| Hudson Capital Management LLC | 26,913 | $3.51M | 1.39% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 26,962 | $3.51M | 1.12% | −7,465−21.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 27,020 | $3.52M | 0.47% | +131+0.5% | Added |
| HRT Financial LP | 27,140 | $3.54M | 0.04% | +27,140 | New |
| Altrius Capital Management Inc | 27,159 | $3.54M | 1.08% | +193+0.7% | Added |
| Emfo, LLC | 27,238 | $3.55M | 3.36% | +4,610+20.4% | Added |
| SkyOak Wealth, LLC | 27,297 | $3.56M | 1.09% | −111−0.4% | Reduced |
| Arlington Financial Advisors, LLC | 27,333 | $3.56M | 1.37% | −458−1.6% | Reduced |
| Scissortail Wealth Management, LLC | 27,343 | $3.56M | 3.21% | −34,347−55.7% | Reduced |
| Beta Wealth Group, Inc. | 27,355 | $3.56M | 2.04% | +27,355 | New |
| Enterprise Bank & Trust Co | 27,365 | $3.57M | 1.54% | +931+3.5% | Added |
| Independence Bank of Kentucky | 27,368 | $3.57M | 1.55% | −268−1.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 27,425 | $3.57M | 1.30% | −503−1.8% | Reduced |
| Smithfield Trust Co | 27,443 | $3.58M | 0.23% | −805−2.8% | Reduced |
| Hayek Kallen Investment Management | 27,473 | $3.58M | 1.62% | +214+0.8% | Added |
| Signature Wealth Management Group | 27,485 | $3.58M | 1.70% | +257+0.9% | Added |
| Valmark Advisers, Inc. | 27,511 | $3.59M | 0.08% | +1,266+4.8% | Added |
| IMA Wealth, Inc. | 27,541 | $3.59M | 0.93% | +3,362+13.9% | Added |
| Goodwin Daniel L | 27,550 | $3.59M | 1.81% | −1,000−3.5% | Reduced |
| Icon Advisers Inc | 27,587 | $3.59M | 0.91% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 27,595 | $3.60M | 1.78% | −120.0% | Reduced |
| Act Two Investors LLC | 27,626 | $3.60M | 1.44% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 27,665 | $3.60M | 0.04% | −5,130−15.6% | Reduced |
| Consolidated Investment Group LLC | 27,692 | $3.61M | 0.70% | 00.0% | Unchanged |
| Old Port Advisors | 28,088 | $3.61M | 1.30% | −145−0.5% | Reduced |
| Sunbelt Securities, Inc. | 28,087 | $3.62M | 0.58% | +2,430+9.5% | Added |
| Cornercap Investment Counsel Inc | 27,756 | $3.62M | 0.64% | +16+0.1% | Added |
| Account Management LLC | 27,790 | $3.62M | 4.63% | 00.0% | Unchanged |
| Hollencrest Capital Management | 27,844 | $3.63M | 0.39% | +11,004+65.3% | Added |
| Hall Capital Management Co Inc | 27,877 | $3.63M | 2.15% | +1,516+5.8% | Added |
| Mountain Pacific Investment Advisers Inc | 27,879 | $3.63M | 0.26% | −257−0.9% | Reduced |
| Marino, Stram & Associates LLC | 27,880 | $3.63M | 1.10% | +347+1.3% | Added |
| Doliver Advisors, LP | 27,934 | $3.64M | 1.14% | +510+1.9% | Added |
| StrategIQ Financial Group, LLC | 28,073 | $3.66M | 0.42% | +117+0.4% | Added |
| Delta Capital Management LLC | 28,180 | $3.67M | 2.58% | −100−0.4% | Reduced |
| Montecito Bank & Trust | 28,194 | $3.67M | 0.88% | −910−3.1% | Reduced |
| Summit Financial, LLC | 28,232 | $3.68M | 0.32% | +378+1.4% | Added |
| United Bank | 28,279 | $3.69M | 2.16% | +240+0.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 28,287 | $3.69M | 2.09% | +1,420+5.3% | Added |
| First Business Financial Services, Inc. | 28,288 | $3.69M | 0.46% | +692+2.5% | Added |
| J. W. Coons Advisors, LLC | 28,291 | $3.69M | 1.06% | −115−0.4% | Reduced |
| Athena Investment Management | 28,401 | $3.70M | 2.66% | +154+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 28,413 | $3.70M | 0.29% | +1,296+4.8% | Added |
| Peddock Capital Advisors, LLC | 28,512 | $3.72M | 1.29% | +491+1.8% | Added |
| Anchor Investment Management, LLC | 28,574 | $3.72M | 0.51% | +1,309+4.8% | Added |
| Baader Bank INC | 28,936 | $3.72M | 0.28% | −3,575−11.0% | Reduced |
| Advisor Resource Council | 28,994 | $3.73M | 0.94% | +23,905+469.7% | Added |
| StoneX Group Inc. | 28,597 | $3.73M | 0.41% | +4,686+19.6% | Added |
| Piscataqua Savings Bank | 28,606 | $3.73M | 3.17% | +63+0.2% | Added |
| Robertson Stephens Wealth Management, LLC | 28,646 | $3.73M | 0.30% | +581+2.1% | Added |
| GFS Advisors, LLC | 28,700 | $3.74M | 0.86% | −12,811−30.9% | Reduced |
| NorthRock Partners, LLC | 28,717 | $3.74M | 0.40% | −820−2.8% | Reduced |
| Pitcairn Co | 28,757 | $3.75M | 0.34% | +1,765+6.5% | Added |
| Brandywine Oak Private Wealth LLC | 28,772 | $3.75M | 0.44% | −398−1.4% | Reduced |
| SYSTM Wealth Solutions LLC | 28,771 | $3.75M | 0.58% | −2,530−8.1% | Reduced |
| American Investment Services, Inc. | 28,008 | $3.76M | 0.77% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 28,836 | $3.76M | 2.10% | +28,836 | New |
| Crystal Rock Capital Management | 28,843 | $3.76M | 3.12% | −7,000−19.5% | Reduced |
| Zevenbergen Capital Investments LLC | 28,873 | $3.76M | 0.10% | +25+0.1% | Added |