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 |
|---|---|---|---|---|---|
| Moloney Securities Asset Management, LLC | 28,905 | $3.77M | 0.70% | +3,316+13.0% | Added |
| 9258 Wealth Management, LLC | 28,930 | $3.77M | 0.76% | −165−0.6% | Reduced |
| Affinity Investment Advisors, LLC | 28,941 | $3.77M | 2.02% | +6,752+30.4% | Added |
| Csenge Advisory Group | 28,990 | $3.78M | 0.27% | +972+3.5% | Added |
| Shelter Mutual Insurance Co | 29,000 | $3.78M | 1.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 29,005 | $3.78M | 2.11% | −511−1.7% | Reduced |
| Virginia Wealth Management Group, Inc. | 29,057 | $3.79M | 2.60% | +383+1.3% | Added |
| Long Run Wealth Advisors, LLC | 29,111 | $3.79M | 1.29% | −1,010−3.4% | Reduced |
| WealthShield Partners, LLC | 29,318 | $3.82M | 0.62% | −1,228−4.0% | Reduced |
| Lauterbach Financial Advisors, LLC | 29,321 | $3.82M | 3.09% | −542−1.8% | Reduced |
| Good Life Advisors, LLC | 29,470 | $3.84M | 0.49% | +1,109+3.9% | Added |
| Brookmont Capital Management | 29,514 | $3.85M | 2.42% | +115+0.4% | Added |
| Covenant Asset Management, LLC | 29,534 | $3.85M | 1.25% | −589−2.0% | Reduced |
| Amarillo National Bank | 29,545 | $3.85M | 0.77% | −169−0.6% | Reduced |
| BNC Wealth Management, LLC | 29,546 | $3.85M | 2.15% | +2,573+9.5% | Added |
| Lake Street Advisors Group, LLC | 29,561 | $3.85M | 0.24% | +1,588+5.7% | Added |
| M Holdings Securities, Inc. | 29,602 | $3.85M | 0.40% | −10,272−25.8% | Reduced |
| Independent Financial Group, LLC | 29,610 | $3.86M | 0.31% | −223−0.7% | Reduced |
| Marks Group Wealth Management, Inc | 29,629 | $3.86M | 0.49% | +1,415+5.0% | Added |
| Hudock, Inc. | 29,666 | $3.87M | 0.95% | +4,805+19.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $3.87M | 1.51% | 00.0% | Unchanged |
| Churchill Management Corp | 29,711 | $3.87M | 0.08% | +984+3.4% | Added |
| Americana Partners, LLC | 29,714 | $3.87M | 0.61% | +376+1.3% | Added |
| Triangle Securities Wealth Management | 29,718 | $3.87M | 1.38% | −679−2.2% | Reduced |
| Summit Trail Advisors, LLC | 29,747 | $3.88M | 0.16% | +5,297+21.7% | Added |
| Cumberland Advisors Inc | 29,770 | $3.88M | 1.59% | +70+0.2% | Added |
| Atlas Wealth LLC | 29,785 | $3.88M | 0.76% | −675−2.2% | Reduced |
| Sheets Smith Wealth Management | 29,809 | $3.88M | 0.59% | −765−2.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 29,823 | $3.89M | 0.36% | +29,823 | New |
| NWF Advisory Services Inc. | 26,721 | $3.89M | 0.90% | +26,721 | New |
| Monetta Financial Services Inc | 30,000 | $3.91M | 4.18% | 00.0% | Unchanged |
| Allen Holding Inc | 30,000 | $3.91M | 0.56% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $3.91M | 0.83% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 30,026 | $3.91M | 2.74% | +655+2.2% | Added |
| Strategic Financial Services, Inc, | 30,145 | $3.93M | 0.30% | −996−3.2% | Reduced |
| Congress Park Capital LLC | 30,178 | $3.93M | 2.35% | −111−0.4% | Reduced |
| WealthPLAN Partners, LLC | 30,215 | $3.94M | 0.45% | −19,106−38.7% | Reduced |
| Avidian Wealth Solutions, LLC | 30,255 | $3.94M | 0.22% | +1,843+6.5% | Added |
| Chapin Davis, Inc. | 30,362 | $3.96M | 2.05% | +7,234+31.3% | Added |
| Forte Capital LLC | 30,418 | $3.96M | 0.61% | +761+2.6% | Added |
| Alpha DNA Investment Management LLC | 30,420 | $3.96M | 2.03% | −8,034−20.9% | Reduced |
| Resonant Capital Advisors, LLC | 30,425 | $3.96M | 0.45% | −473−1.5% | Reduced |
| RFG Advisory, LLC | 30,446 | $3.97M | 0.19% | −1,967−6.1% | Reduced |
| Hengehold Capital Management LLC | 30,455 | $3.97M | 0.55% | +23+0.1% | Added |
| SageView Advisory Group, LLC | 30,458 | $3.97M | 0.25% | +10,188+50.3% | Added |
| Citizens & Northern Corp | 30,527 | $3.98M | 1.55% | +106+0.3% | Added |
| Tradewinds, LLC. | 30,561 | $3.98M | 2.41% | +30,561 | New |
| MV Capital Management, Inc. | 30,614 | $3.99M | 0.56% | +296+1.0% | Added |
| Exencial Wealth Advisors, LLC | 30,625 | $3.99M | 0.21% | −2,749−8.2% | Reduced |
| Cohen Lawrence B | 30,647 | $3.99M | 2.68% | −13,406−30.4% | Reduced |
| Nilsine Partners, LLC | 30,648 | $3.99M | 0.63% | +30,648 | New |
| Monarch Capital Management Inc | 30,656 | $3.99M | 1.23% | −1,515−4.7% | Reduced |
| Pegasus Asset Management, Inc. | 30,727 | $4.00M | 1.98% | +74+0.2% | Added |
| Butensky & Cohen Financial Security, Inc | 30,766 | $4.01M | 1.45% | −566−1.8% | Reduced |
| Wealth Effects LLC | 30,768 | $4.01M | 2.06% | −1,141−3.6% | Reduced |
| Westover Capital Advisors, LLC | 30,862 | $4.02M | 1.49% | −67−0.2% | Reduced |
| Qtron Investments LLC | 30,940 | $4.03M | 0.83% | −1,721−5.3% | Reduced |
| Headinvest, LLC | 30,950 | $4.03M | 0.88% | −208−0.7% | Reduced |
| Centiva Capital, LP | 30,983 | $4.04M | 0.22% | +30,407+5,279.0% | Added |
| Nikulski Financial, Inc. | 31,028 | $4.04M | 1.79% | +305+1.0% | Added |
| Bank Ozk | 31,047 | $4.05M | 2.01% | −392−1.2% | Reduced |
| Atlantic Trust, LLC | 31,094 | $4.05M | 1.29% | −447−1.4% | Reduced |
| MTM Investment Management, LLC | 31,103 | $4.05M | 2.08% | +191+0.6% | Added |
| EPG Wealth Management LLC | 31,133 | $4.06M | 1.28% | +6,464+26.2% | Added |
| Ironvine Capital Partners, LLC | 31,163 | $4.06M | 0.51% | −148,605−82.7% | Reduced |
| Investors Asset Management of Georgia Inc | 31,213 | $4.07M | 2.17% | −133−0.4% | Reduced |
| Romano Brothers and Company | 31,222 | $4.07M | 0.63% | −1,520−4.6% | Reduced |
| Bedel Financial Consulting, Inc. | 31,322 | $4.08M | 0.99% | −549−1.7% | Reduced |
| Silvant Capital Management LLC | 31,351 | $4.09M | 0.27% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 31,479 | $4.10M | 3.67% | +2,715+9.4% | Added |
| Money Concepts Capital Corp | 31,451 | $4.13M | 0.23% | −21,340−40.4% | Reduced |
| Brighton Jones LLC | 31,806 | $4.14M | 0.24% | +664+2.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,816 | $4.15M | 1.25% | +7,173+29.1% | Added |
| Lindbrook Capital, LLC | 31,927 | $4.16M | 0.49% | −161−0.5% | Reduced |
| Duff & Phelps Investment Management Co | 31,965 | $4.17M | 0.05% | +300+0.9% | Added |
| Pinnacle Bancorp, Inc. | 32,031 | $4.17M | 1.53% | +124+0.4% | Added |
| Change Path, LLC | 32,078 | $4.18M | 0.21% | +111+0.3% | Added |
| Palmer Knight Co | 32,111 | $4.18M | 2.66% | +32,111 | New |
| Johnson Financial Group, Inc. | 32,155 | $4.19M | 0.30% | +2,115+7.0% | Added |
| Saber Capital Managment, LLC | 32,169 | $4.19M | 8.33% | −22,139−40.8% | Reduced |
| Herold Advisors, Inc. | 32,333 | $4.21M | 1.46% | +2,542+8.5% | Added |
| Lincoln Capital LLC | 32,543 | $4.24M | 1.17% | −156−0.5% | Reduced |
| Abbot Financial Management, Inc. | 32,601 | $4.25M | 2.85% | −381−1.2% | Reduced |
| Hilltop Holdings Inc. | 32,640 | $4.25M | 0.58% | −4,451−12.0% | Reduced |
| Bill Few Associates, Inc. | 32,697 | $4.26M | 2.37% | +936+2.9% | Added |
| Bell & Brown Wealth Advisors, LLC | 32,709 | $4.26M | 2.27% | −602−1.8% | Reduced |
| Koshinski Asset Management, Inc. | 32,725 | $4.26M | 0.42% | +511+1.6% | Added |
| Bessemer Securities LLC | 32,729 | $4.26M | 1.99% | −3,600−9.9% | Reduced |
| Bank of New Hampshire | 32,761 | $4.27M | 1.28% | −1,252−3.7% | Reduced |
| Close Asset Management Ltd | 32,785 | $4.27M | 0.21% | +4,118+14.4% | Added |
| Ahl Investment Management, Inc. | 32,866 | $4.28M | 3.95% | −548−1.6% | Reduced |
| Greenline Partners, LLC | 32,887 | $4.29M | 0.82% | −3,257−9.0% | Reduced |
| Strategic Blueprint, LLC | 32,931 | $4.29M | 0.44% | +595+1.8% | Added |
| Centre Asset Management, LLC | 32,951 | $4.29M | 1.04% | +32,951 | New |
| Washington Trust Advisors, Inc. | 32,960 | $4.30M | 0.44% | −161−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 32,965 | $4.30M | 1.16% | +27+0.1% | Added |
| Brooks, Moore & Associates, Inc. | 32,976 | $4.30M | 3.09% | +599+1.9% | Added |
| NTV Asset Management LLC | 32,977 | $4.30M | 0.80% | +124+0.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $4.30M | 1.28% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 33,026 | $4.30M | 0.26% | +1,785+5.7% | Added |