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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 44,072 | $5.64M | 0.79% | −2,063−4.5% | Reduced |
| Arkadios Wealth Advisors | 43,290 | $5.64M | 0.67% | +524+1.2% | Added |
| LeJeune Puetz Investment Counsel LLC | 43,347 | $5.65M | 2.02% | +35+0.1% | Added |
| McDonald Partners LLC | 43,418 | $5.66M | 1.83% | −2,682−5.8% | Reduced |
| Principal Street Partners, LLC | 43,490 | $5.67M | 1.43% | −1,578−3.5% | Reduced |
| Boyd Watterson Asset Management LLC | 43,545 | $5.67M | 2.31% | +726+1.7% | Added |
| Paradigm Asset Management Co LLC | 43,991 | $5.73M | 1.57% | −100−0.2% | Reduced |
| Dana Investment Advisors, Inc. | 44,073 | $5.74M | 0.29% | −3,334−7.0% | Reduced |
| Schechter Investment Advisors, LLC | 44,094 | $5.75M | 0.53% | +524+1.2% | Added |
| Strategic Advisors LLC | 44,103 | $5.75M | 1.16% | −481−1.1% | Reduced |
| Intrust Bank NA | 44,201 | $5.76M | 0.74% | −715−1.6% | Reduced |
| Granite Investment Partners, LLC | 44,363 | $5.78M | 0.24% | −860−1.9% | Reduced |
| DT Investment Partners, LLC | 40,987 | $5.79M | 0.70% | +1,114+2.8% | Added |
| Fullerton Fund Management Co Ltd. | 44,453 | $5.79M | 0.44% | −161,970−78.5% | Reduced |
| Arjuna Capital | 44,483 | $5.80M | 2.27% | +812+1.9% | Added |
| Selway Asset Management | 44,532 | $5.80M | 2.78% | −265−0.6% | Reduced |
| Ascent Group, LLC | 44,692 | $5.82M | 0.62% | +10,146+29.4% | Added |
| Geneos Wealth Management Inc. | 44,727 | $5.83M | 0.35% | −10,067−18.4% | Reduced |
| Buckingham Capital Management, Inc. | 44,730 | $5.83M | 0.93% | +1,594+3.7% | Added |
| Ami Investment Management Inc | 44,768 | $5.83M | 2.72% | −2,243−4.8% | Reduced |
| Alpha Omega Wealth Management LLC | 44,879 | $5.85M | 1.01% | −465−1.0% | Reduced |
| Asset Planning Services Inc | 44,967 | $5.86M | 3.71% | −1,665−3.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 45,030 | $5.87M | 0.66% | +9,647+27.3% | Added |
| Ipswich Investment Management Co., Inc. | 45,104 | $5.88M | 1.61% | −258−0.6% | Reduced |
| Avantax Planning Partners, Inc. | 45,134 | $5.88M | 0.24% | +3,918+9.5% | Added |
| Western Wealth Management, LLC | 45,152 | $5.88M | 0.55% | +1,734+4.0% | Added |
| Davy Global Fund Management Ltd | 45,304 | $5.90M | 1.13% | −674−1.5% | Reduced |
| DRW Securities, LLC | 45,317 | $5.91M | 0.86% | +34,053+302.3% | Added |
| McRae Capital Management Inc | 45,437 | $5.92M | 1.70% | −4,704−9.4% | Reduced |
| Stokes Capital Advisors, LLC | 45,458 | $5.92M | 2.01% | +236+0.5% | Added |
| Citizens National Bank Trust Department | 45,513 | $5.93M | 1.65% | −785−1.7% | Reduced |
| Duncker Streett & Co Inc | 45,524 | $5.93M | 1.41% | −413−0.9% | Reduced |
| Northwest Bancshares, Inc. | 45,629 | $5.95M | 1.15% | +429+0.9% | Added |
| NewSquare Capital LLC | 45,657 | $5.95M | 0.70% | +3,401+8.0% | Added |
| Parthenon LLC | 45,694 | $5.95M | 0.91% | −117−0.3% | Reduced |
| WS Portfolio Advisory, LLC | 45,816 | $5.97M | 1.52% | +31,551+221.2% | Added |
| WESPAC Advisors SoCal, LLC | 45,831 | $5.97M | 2.06% | +218+0.5% | Added |
| Jacobi Capital Management LLC | 45,834 | $5.97M | 0.71% | −304−0.7% | Reduced |
| Cornerstone Wealth Group, LLC | 45,929 | $5.98M | 1.06% | −1,320−2.8% | Reduced |
| BDO Wealth Advisors, LLC | 45,932 | $5.99M | 0.73% | +1,050+2.3% | Added |
| Ritholtz Wealth Management | 46,032 | $6.00M | 0.30% | +3,641+8.6% | Added |
| Private Trust Co NA | 46,049 | $6.00M | 0.82% | +2,795+6.5% | Added |
| Asset Dedication, LLC | 46,112 | $6.00M | 0.56% | +3,515+8.3% | Added |
| Kinneret Advisory, LLC | 46,094 | $6.01M | 0.78% | −2,476−5.1% | Reduced |
| Souders Financial Advisors | 46,179 | $6.02M | 1.28% | −1,010−2.1% | Reduced |
| SevenBridge Financial Group, LLC | 46,390 | $6.05M | 1.67% | +925+2.0% | Added |
| LVW Advisors, LLC | 46,428 | $6.05M | 1.21% | −84−0.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 46,602 | $6.07M | 1.93% | −671−1.4% | Reduced |
| Concorde Financial Corp | 46,763 | $6.09M | 4.44% | +8,864+23.4% | Added |
| Equitable Trust Co | 46,765 | $6.09M | 0.48% | +170.0% | Added |
| Brown Shipley& Co Ltd | 46,885 | $6.11M | 3.94% | +46,885 | New |
| Ascent Wealth Partners, LLC | 47,830 | $6.14M | 1.23% | +988+2.1% | Added |
| GDS Wealth Management | 47,208 | $6.15M | 1.09% | −1,988−4.0% | Reduced |
| Financial Partners Group, LLC | 47,243 | $6.16M | 3.22% | −150.0% | Reduced |
| Andra AP-fonden | 47,300 | $6.16M | 0.16% | +29,500+165.7% | Added |
| Fairfield, Bush & Co. | 47,310 | $6.16M | 2.17% | +11,286+31.3% | Added |
| McKinley Capital Management LLC /Delaware | 47,670 | $6.21M | 0.82% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 47,690 | $6.21M | 0.38% | −5,251−9.9% | Reduced |
| QV Investors Inc. | 47,880 | $6.24M | 0.58% | −2,580−5.1% | Reduced |
| Van Hulzen Asset Management, LLC | 47,959 | $6.25M | 0.59% | +6,333+15.2% | Added |
| Wittenberg Investment Management, Inc. | 47,957 | $6.25M | 2.33% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 48,079 | $6.27M | 1.40% | +1,221+2.6% | Added |
| Garland Capital Management Inc | 48,220 | $6.28M | 4.27% | −1,850−3.7% | Reduced |
| Summit Global Investments | 48,496 | $6.32M | 0.49% | +201+0.4% | Added |
| Exchange Traded Concepts, LLC | 48,635 | $6.34M | 0.17% | +643+1.3% | Added |
| Adalta Capital Management LLC | 48,710 | $6.35M | 4.44% | +111+0.2% | Added |
| Fulton Bank, N.A. | 48,745 | $6.35M | 0.33% | −11,886−19.6% | Reduced |
| Shorepoint Capital Partners LLC | 48,776 | $6.36M | 1.82% | −965−1.9% | Reduced |
| Harbour Capital Advisors, LLC | 48,786 | $6.36M | 1.92% | +1,931+4.1% | Added |
| Mirador Capital Partners LP | 48,866 | $6.37M | 1.51% | −7,387−13.1% | Reduced |
| Waycross Partners, LLC | 48,890 | $6.37M | 1.85% | +8,830+22.0% | Added |
| Cyndeo Wealth Partners, LLC | 48,989 | $6.38M | 0.69% | −3,539−6.7% | Reduced |
| Commonwealth Retirement Investments LLC | 48,992 | $6.38M | 3.79% | +414+0.9% | Added |
| American Trust | 49,632 | $6.47M | 0.45% | −1,958−3.8% | Reduced |
| Wolverine Trading, LLC | 50,290 | $6.47M | 0.20% | +24,063+91.7% | Added |
| Quattro Financial Advisors LLC | 2,000 | $6.48M | 2.66% | −7,500−78.9% | Reduced |
| Roundview Capital LLC | 49,724 | $6.48M | 0.68% | +1,142+2.4% | Added |
| Bangor Savings Bank | 49,790 | $6.49M | 0.77% | −599−1.2% | Reduced |
| Meeder Advisory Services, Inc. | 49,845 | $6.50M | 0.75% | +3,279+7.0% | Added |
| Whalerock Point Partners, LLC | 49,886 | $6.50M | 2.42% | +257+0.5% | Added |
| Elk River Wealth Management, LLC | 50,159 | $6.54M | 1.48% | +1,579+3.3% | Added |
| Meridian Wealth Advisors, LLC | 50,192 | $6.54M | 1.64% | +2,198+4.6% | Added |
| Baker Ellis Asset Management LLC | 50,231 | $6.55M | 1.17% | −622−1.2% | Reduced |
| Avitas Wealth Management LLC | 50,420 | $6.57M | 1.29% | −317−0.6% | Reduced |
| McGinn Investment Management, Inc. | 50,424 | $6.57M | 5.00% | −4,729−8.6% | Reduced |
| Institutional & Family Asset Management, LLC | 50,446 | $6.57M | 1.09% | +1,111+2.3% | Added |
| Schulhoff & Co Inc | 50,584 | $6.59M | 3.06% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 50,622 | $6.60M | 1.66% | +781+1.6% | Added |
| American Money Management, LLC | 50,630 | $6.60M | 1.75% | −457−0.9% | Reduced |
| Goelzer Investment Management, Inc. | 50,653 | $6.60M | 0.57% | +1,777+3.6% | Added |
| Baldwin Investment Management, LLC | 50,680 | $6.60M | 1.17% | +863+1.7% | Added |
| Covington Investment Advisors Inc. | 50,823 | $6.62M | 1.46% | +1,330+2.7% | Added |
| CMT Capital Markets Trading GmbH | 51,000 | $6.65M | 8.06% | +37,800+286.4% | Added |
| Foster & Motley Inc | 51,200 | $6.67M | 0.54% | −231−0.4% | Reduced |
| Frisch Financial Group, Inc. | 51,287 | $6.68M | 2.59% | +1,325+2.7% | Added |
| Bridge Creek Capital Management LLC | 51,290 | $6.68M | 2.51% | −65−0.1% | Reduced |
| Aviance Capital Partners, LLC | 51,448 | $6.70M | 1.49% | +1,242+2.5% | Added |
| Harbor Investment Advisory, LLC | 51,529 | $6.71M | 1.00% | +362+0.7% | Added |
| Gladius Capital Management LP | 51,551 | $6.72M | 2.07% | +46,619+945.2% | Added |
| Redmond Asset Management, LLC | 51,617 | $6.73M | 2.33% | −1,248−2.4% | Reduced |