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 |
|---|---|---|---|---|---|
| R.m.sincerbeaux Capital Management LLC | 37,890 | $4.94M | 3.44% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 37,899 | $4.94M | 1.01% | +4,180+12.4% | Added |
| RSM US Wealth Management LLC | 38,007 | $4.95M | 0.17% | +21,288+127.3% | Added |
| Kavar Capital Partners Group, LLC | 38,022 | $4.95M | 1.07% | −239−0.6% | Reduced |
| TRUE Private Wealth Advisors | 38,031 | $4.96M | 0.73% | −519−1.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 38,034 | $4.96M | 0.67% | −4,070−9.7% | Reduced |
| Claro Advisors LLC | 38,050 | $4.96M | 1.46% | +493+1.3% | Added |
| Colonial Trust Co | 38,085 | $4.96M | 1.26% | +1,664+4.6% | Added |
| Stone Point Wealth LLC | 38,106 | $4.97M | 2.21% | −1,370−3.5% | Reduced |
| Legacy Financial Advisors, Inc. | 38,151 | $4.97M | 1.02% | −26−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 38,202 | $4.98M | 0.41% | +364+1.0% | Added |
| Werlinich Asset Management, LLC | 38,210 | $4.98M | 4.37% | −55−0.1% | Reduced |
| Advanced Asset Management Advisors Inc | 38,298 | $4.99M | 1.22% | +10.0% | Added |
| Unigestion Holding SA | 38,844 | $5.00M | 0.27% | −50,139−56.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 38,388 | $5.00M | 1.55% | +14,928+63.6% | Added |
| Dean Investment Associates, LLC | 38,406 | $5.00M | 0.80% | +3,321+9.5% | Added |
| Ronald Blue Trust, Inc. | 37,367 | $5.01M | 0.08% | −3,562−8.7% | Reduced |
| Nelson Capital Management, LLC | 38,483 | $5.01M | 1.42% | −2,221−5.5% | Reduced |
| Townsend Asset Management Corp | 38,526 | $5.02M | 2.60% | +3,716+10.7% | Added |
| Stillwater Investment Management, LLC | 38,556 | $5.02M | 1.35% | +154+0.4% | Added |
| Harbor Advisory Corp | 38,779 | $5.05M | 1.93% | +1,114+3.0% | Added |
| Claar Advisors LLC | 38,800 | $5.06M | 2.05% | +38,800 | New |
| Hodges Capital Management Inc. | 36,075 | $5.06M | 0.41% | +1,920+5.6% | Added |
| Fusion Capital, LLC | 38,958 | $5.08M | 2.90% | −315−0.8% | Reduced |
| Oxford Financial Group Ltd | 38,972 | $5.08M | 0.57% | +115+0.3% | Added |
| EULAV Asset Management | 39,000 | $5.08M | 0.20% | −15,025−27.8% | Reduced |
| Centaurus Financial, Inc. | 39,101 | $5.09M | 0.41% | +4,616+13.4% | Added |
| tru Independence LLC | 39,116 | $5.10M | 1.64% | −821−2.1% | Reduced |
| Schmidt P J Investment Management Inc | 37,242 | $5.10M | 1.07% | +377+1.0% | Added |
| Udine Wealth Management, Inc. | 39,342 | $5.13M | 7.91% | +1,341+3.5% | Added |
| Hallmark Capital Management Inc | 39,406 | $5.14M | 0.47% | +229+0.6% | Added |
| Parcion Private Wealth LLC | 39,474 | $5.14M | 0.54% | +4,686+13.5% | Added |
| White Pine Investment CO | 39,526 | $5.15M | 1.85% | +154+0.4% | Added |
| Arden Trust Co | 39,542 | $5.15M | 0.93% | −773−1.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,548 | $5.15M | 0.35% | +56+0.1% | Added |
| Buck Wealth Strategies, LLC | 39,614 | $5.16M | 2.52% | +39,614 | New |
| Lorne Steinberg Wealth Management Inc. | 39,634 | $5.16M | 2.06% | +13,190+49.9% | Added |
| Ameritas Investment Partners, Inc. | 39,754 | $5.18M | 0.21% | −91−0.2% | Reduced |
| Hedeker Wealth, LLC | 39,790 | $5.19M | 1.84% | −274−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 39,879 | $5.20M | 0.27% | +24,476+158.9% | Added |
| Capital Analysts, LLC | 39,972 | $5.21M | 0.30% | +480+1.2% | Added |
| CTC LLC | 40,472 | $5.21M | 0.17% | −593,512−93.6% | Reduced |
| United Fire Group Inc | 40,000 | $5.21M | 3.27% | 00.0% | Unchanged |
| Clarius Group, LLC | 40,088 | $5.22M | 0.44% | +1,258+3.2% | Added |
| Ostrum Asset Management | 40,124 | $5.23M | 0.46% | +40,124 | New |
| Van Strum & Towne Inc. | 40,140 | $5.23M | 2.24% | −750−1.8% | Reduced |
| Chronos Wealth Management, LLC | 40,169 | $5.23M | 3.93% | +566+1.4% | Added |
| Unison Asset Management LLC | 40,228 | $5.24M | 3.97% | +160.0% | Added |
| Somerset Trust Co | 40,272 | $5.25M | 2.28% | −1,520−3.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 40,326 | $5.25M | 5.76% | −4,290−9.6% | Reduced |
| Opus Investment Management Inc | 40,350 | $5.26M | 1.90% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 40,500 | $5.28M | 2.35% | −5,000−11.0% | Reduced |
| Bristlecone Advisors, LLC | 40,604 | $5.29M | 0.58% | −686−1.7% | Reduced |
| Profund Advisors LLC | 40,635 | $5.30M | 0.33% | −20,205−33.2% | Reduced |
| BerganKDV Wealth Management, LLC | 40,664 | $5.30M | 0.55% | +2,270+5.9% | Added |
| Goodman Advisory Group, LLC | 40,847 | $5.32M | 2.90% | +8,559+26.5% | Added |
| Shepherd Financial Partners LLC | 40,879 | $5.33M | 0.89% | +548+1.4% | Added |
| Confluence Wealth Services, Inc. | 40,950 | $5.34M | 1.24% | +1,456+3.7% | Added |
| RBF Capital, LLC | 41,000 | $5.34M | 0.39% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 41,368 | $5.39M | 0.87% | +30,739+289.2% | Added |
| Philadelphia Trust Co | 41,392 | $5.39M | 0.55% | −24,715−37.4% | Reduced |
| Providence Capital Advisors, LLC | 41,407 | $5.40M | 1.43% | +854+2.1% | Added |
| Hohimer Wealth Management, LLC | 41,415 | $5.40M | 1.56% | +1,374+3.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 41,424 | $5.40M | 1.72% | +485+1.2% | Added |
| Quadrant Capital Group LLC | 41,431 | $5.40M | 0.56% | +1,596+4.0% | Added |
| Mandatum Life Insurance Co Ltd | 41,502 | $5.41M | 1.59% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 41,553 | $5.41M | 2.21% | +41,553 | New |
| Harbour Investments, Inc. | 41,700 | $5.43M | 0.30% | +2,006+5.1% | Added |
| First Nebraska Trust Co | 41,718 | $5.44M | 0.69% | −25−0.1% | Reduced |
| Van Eck Associates Corp | 41,764 | $5.44M | 0.01% | +37,928+988.7% | Added |
| Mill Creek Capital Advisors, LLC | 41,783 | $5.44M | 0.20% | +26,025+165.2% | Added |
| Peloton Wealth Strategists | 41,861 | $5.46M | 2.49% | +1,300+3.2% | Added |
| Hixon Zuercher, LLC | 41,960 | $5.47M | 3.24% | +7,684+22.4% | Added |
| Patton Albertson Miller Group, LLC | 41,966 | $5.47M | 1.00% | +2,337+5.9% | Added |
| Joel Isaacson & Co., LLC | 42,013 | $5.47M | 0.39% | −350−0.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 42,084 | $5.48M | 1.65% | +1,341+3.3% | Added |
| Berkshire Bank | 42,263 | $5.51M | 1.64% | −345−0.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 42,272 | $5.51M | 0.84% | +783+1.9% | Added |
| John G Ullman & Associates Inc | 42,340 | $5.52M | 0.86% | −370−0.9% | Reduced |
| Howland Capital Management LLC | 42,338 | $5.52M | 0.33% | +165+0.4% | Added |
| Flagship Harbor Advisors, LLC | 42,373 | $5.52M | 0.52% | −757−1.8% | Reduced |
| Guyasuta Investment Advisors Inc | 42,385 | $5.52M | 0.43% | −1,017−2.3% | Reduced |
| City Holding Co | 42,401 | $5.53M | 0.99% | −573−1.3% | Reduced |
| Peterson Wealth Services | 42,446 | $5.53M | 2.85% | +28,521+204.8% | Added |
| DCM Advisors, LLC | 42,453 | $5.53M | 2.57% | −351−0.8% | Reduced |
| Waldron Private Wealth LLC | 42,480 | $5.54M | 0.27% | +152+0.4% | Added |
| Traynor Capital Management, Inc. | 42,554 | $5.55M | 0.84% | −1,265−2.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 42,581 | $5.55M | 1.54% | −1,669−3.8% | Reduced |
| Mitchell Capital Management Co | 42,608 | $5.55M | 1.38% | +1,789+4.4% | Added |
| Premier Fund Managers Ltd | 43,137 | $5.55M | 0.22% | −1,441−3.2% | Reduced |
| Canal Capital Management, LLC | 42,715 | $5.57M | 1.23% | −2,467−5.5% | Reduced |
| Parkwood LLC | 42,814 | $5.58M | 1.04% | +6,691+18.5% | Added |
| Magnus Financial Group LLC | 42,867 | $5.59M | 0.85% | +4,554+11.9% | Added |
| Argyle Capital Management Inc. | 42,877 | $5.59M | 1.96% | +650+1.5% | Added |
| Concentric Wealth Management, LLC | 42,966 | $5.60M | 1.85% | +286+0.7% | Added |
| Wealthcare Advisory Partners LLC | 42,972 | $5.60M | 0.24% | +1,305+3.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 43,526 | $5.61M | 0.12% | +13,792+46.4% | Added |
| Abbrea Capital, LLC | 43,158 | $5.62M | 0.95% | +145+0.3% | Added |
| Brown Miller Wealth Management, LLC | 43,229 | $5.63M | 3.33% | −3,485−7.5% | Reduced |
| Monticello Wealth Management, LLC | 42,056 | $5.63M | 0.61% | +1,209+3.0% | Added |