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 |
|---|---|---|---|---|---|
| E&G Advisors, LP | 33,027 | $4.30M | 1.59% | −299−0.9% | Reduced |
| Patten Group, Inc. | 33,044 | $4.31M | 1.29% | +1,411+4.5% | Added |
| Coerente Capital Management | 33,177 | $4.32M | 0.97% | −3,247−8.9% | Reduced |
| Desjardins Global Asset Management Inc. | 33,249 | $4.33M | 0.55% | +9,306+38.9% | Added |
| Wealthspire Advisors, LLC | 33,249 | $4.33M | 0.07% | −7,402−18.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 33,264 | $4.33M | 1.06% | +1,058+3.3% | Added |
| DoubleLine ETF Adviser LP | 33,321 | $4.34M | 1.85% | −8,044−19.4% | Reduced |
| SeaCrest Wealth Management, LLC | 33,343 | $4.34M | 0.59% | −451−1.3% | Reduced |
| Permanens Capital L.P. | 33,350 | $4.35M | 0.94% | +9,000+37.0% | Added |
| Globeflex Capital L P | 33,400 | $4.35M | 0.53% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 33,460 | $4.36M | 0.58% | +1,811+5.7% | Added |
| Walleye Capital LLC | 33,462 | $4.36M | 0.09% | −2,897−8.0% | Reduced |
| Family Management Corp | 33,629 | $4.38M | 1.01% | −994−2.9% | Reduced |
| Wasatch Advisors Inc | 33,659 | $4.39M | 0.03% | −50−0.1% | Reduced |
| Broadleaf Partners, LLC | 33,665 | $4.39M | 1.56% | +612+1.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 33,716 | $4.39M | 1.37% | +475+1.4% | Added |
| SOL Capital Management CO | 33,732 | $4.40M | 0.72% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 33,821 | $4.41M | 0.83% | −306−0.9% | Reduced |
| RBA Wealth Management, LLC | 33,840 | $4.41M | 2.20% | +910+2.8% | Added |
| AdvisorNet Financial, Inc | 33,872 | $4.41M | 0.40% | +218+0.6% | Added |
| Boothbay Fund Management, LLC | 33,878 | $4.41M | 0.13% | +33,878 | New |
| Buckhead Capital Management LLC | 33,898 | $4.42M | 1.04% | −140.0% | Reduced |
| Lake Street Financial LLC | 33,913 | $4.42M | 0.82% | +1,002+3.0% | Added |
| Family Legacy, Inc. | 33,944 | $4.42M | 1.89% | +879+2.7% | Added |
| Univest Financial Corp | 33,949 | $4.42M | 1.38% | −2,483−6.8% | Reduced |
| Eudaimonia Partners, LLC | 34,061 | $4.44M | 1.08% | +6,183+22.2% | Added |
| AFS Financial Group, LLC | 34,121 | $4.45M | 2.97% | −454−1.3% | Reduced |
| Trust Asset Management LLC | 34,191 | $4.46M | 0.50% | +933+2.8% | Added |
| Valley National Advisers Inc | 31,700 | $4.46M | 0.78% | −88−0.3% | Reduced |
| Augustine Asset Management Inc | 34,235 | $4.46M | 2.21% | −365−1.1% | Reduced |
| TFG Advisers LLC | 34,260 | $4.46M | 2.16% | +340+1.0% | Added |
| Sentinel Trust Co Lba | 34,363 | $4.48M | 0.64% | +13,860+67.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,369 | $4.48M | 3.43% | −100−0.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 34,388 | $4.48M | 0.36% | +845+2.5% | Added |
| Connable Office Inc | 34,443 | $4.49M | 0.65% | −1,161−3.3% | Reduced |
| Grandfield & Dodd, LLC | 34,454 | $4.49M | 0.31% | −100.0% | Reduced |
| apricus wealth, LLC | 34,478 | $4.49M | 4.10% | +2,148+6.6% | Added |
| DFPG Investments, LLC | 34,575 | $4.51M | 0.48% | +11,225+48.1% | Added |
| V Wealth Advisors LLC | 34,594 | $4.51M | 0.84% | +1,195+3.6% | Added |
| Marcum Wealth, LLC | 34,631 | $4.51M | 0.56% | +1,642+5.0% | Added |
| Brick & Kyle, Associates | 34,699 | $4.52M | 2.59% | −190−0.5% | Reduced |
| Laffer Tengler Investments | 34,757 | $4.53M | 1.23% | +463+1.4% | Added |
| Aureus Asset Management, LLC | 34,795 | $4.53M | 0.36% | +798+2.3% | Added |
| Cottage Street Advisors LLC | 34,810 | $4.54M | 3.53% | −4,065,307−99.2% | Reduced |
| Monetary Management Group Inc | 34,819 | $4.54M | 1.34% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 34,845 | $4.54M | 6.96% | −1,950−5.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 34,863 | $4.54M | 0.52% | +1,623+4.9% | Added |
| Dividend Assets Capital, LLC | 33,911 | $4.55M | 0.97% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 34,928 | $4.55M | 2.17% | +260+0.7% | Added |
| Capital Insight Partners, LLC | 34,998 | $4.56M | 1.07% | −249−0.7% | Reduced |
| PDT Partners, LLC | 35,150 | $4.58M | 0.62% | +20,650+142.4% | Added |
| NEIRG Wealth Management, LLC | 35,192 | $4.59M | 0.79% | −824−2.3% | Reduced |
| Focus Financial Network, Inc. | 35,272 | $4.60M | 0.29% | −145−0.4% | Reduced |
| Gifford Fong Associates | 35,296 | $4.60M | 1.21% | −23,504−40.0% | Reduced |
| Graham Capital Management, L.P. | 35,342 | $4.61M | 0.16% | +25,617+263.4% | Added |
| CAPROCK Group, Inc. | 35,372 | $4.61M | 0.36% | +3,833+12.2% | Added |
| Cigna Investments Inc | 35,489 | $4.62M | 0.93% | −732−2.0% | Reduced |
| Consolidated Planning Corp | 35,512 | $4.63M | 1.20% | +2,493+7.6% | Added |
| J.W. Cole Advisors, Inc. | 35,548 | $4.63M | 0.33% | +2,250+6.8% | Added |
| Chicago Trust Co NA | 35,563 | $4.63M | 1.16% | −3,030−7.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 35,577 | $4.64M | 0.93% | +3,288+10.2% | Added |
| MidWestOne Financial Group, Inc. | 35,600 | $4.64M | 1.05% | +2,281+6.8% | Added |
| PDS Planning, Inc | 35,670 | $4.65M | 0.64% | +2,526+7.6% | Added |
| Chemistry Wealth Management LLC | 35,765 | $4.66M | 1.62% | −276−0.8% | Reduced |
| SPC Financial, Inc. | 35,898 | $4.68M | 0.53% | +9,715+37.1% | Added |
| Capital Asset Advisory Services LLC | 35,934 | $4.68M | 0.35% | +2,378+7.1% | Added |
| Bridgewater Advisors Inc. | 36,006 | $4.69M | 1.02% | −24−0.1% | Reduced |
| Pathway Financial Advisers, LLC | 36,072 | $4.70M | 1.89% | −69−0.2% | Reduced |
| Varma Mutual Pension Insurance Co | 36,125 | $4.71M | 0.06% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 36,137 | $4.71M | 0.16% | −4,627−11.4% | Reduced |
| Sitrin Capital Management LLC | 36,220 | $4.72M | 2.86% | −261−0.7% | Reduced |
| Source Financial Advisors LLC | 36,231 | $4.72M | 1.58% | −3,452−8.7% | Reduced |
| Security National Bank | 36,302 | $4.73M | 1.26% | +296+0.8% | Added |
| Ameritas Advisory Services, LLC | 34,796 | $4.74M | 0.24% | −6,831−16.4% | Reduced |
| Exchange Capital Management, Inc. | 36,499 | $4.76M | 0.97% | +824+2.3% | Added |
| Weil Company, Inc. | 36,591 | $4.77M | 2.16% | −84−0.2% | Reduced |
| Picton Mahoney Asset Management | 36,700 | $4.78M | 0.24% | −1,795−4.7% | Reduced |
| Essex LLC | 35,701 | $4.79M | 1.45% | 00.0% | Unchanged |
| Comerica Securities,inc. | 36,765 | $4.79M | 0.35% | +609+1.7% | Added |
| Systematic Alpha Investments, LLC | 36,804 | $4.80M | 0.25% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 36,814 | $4.80M | 1.21% | +30,646+496.9% | Added |
| DF Dent & Co Inc | 36,927 | $4.81M | 0.07% | +294+0.8% | Added |
| Legacy Trust | 36,967 | $4.82M | 1.43% | +35+0.1% | Added |
| Boston Research & Management Inc | 36,991 | $4.82M | 1.44% | +890+2.5% | Added |
| Baugh & Associates, LLC | 36,250 | $4.82M | 3.08% | +434+1.2% | Added |
| Knights of Columbus Asset Advisors LLC | 37,001 | $4.82M | 0.47% | −570−1.5% | Reduced |
| Redwood Investments, LLC | 37,115 | $4.84M | 0.62% | +4,179+12.7% | Added |
| Mechanics Bank Trust Department | 37,174 | $4.84M | 0.82% | −1,023−2.7% | Reduced |
| Bogart Wealth, LLC | 37,225 | $4.85M | 0.32% | +4,730+14.6% | Added |
| Andesa Financial Management Inc. | 62,415 | $4.86M | 2.52% | +31,169+99.8% | Added |
| Horan Capital Advisors, LLC. | 37,380 | $4.87M | 2.01% | +605+1.6% | Added |
| First Personal Financial Services | 37,496 | $4.89M | 1.27% | +2,700+7.8% | Added |
| MSD Partners, L.P. | 37,500 | $4.89M | 0.49% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 37,579 | $4.90M | 0.47% | −264−0.7% | Reduced |
| New Hampshire Trust | 37,594 | $4.90M | 1.31% | −1,247−3.2% | Reduced |
| Roberts Wealth Advisors, LLC | 38,149 | $4.90M | 2.25% | +613+1.6% | Added |
| Allen Capital Group, LLC | 37,626 | $4.90M | 0.93% | +37,626 | New |
| Excalibur Management Corp | 37,739 | $4.92M | 2.55% | −87−0.2% | Reduced |
| Founders Capital Management | 37,766 | $4.92M | 3.76% | −55−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 37,795 | $4.93M | 0.48% | −679−1.8% | Reduced |