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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 51,653 | $6.73M | 0.71% | −2,733−5.0% | Reduced |
| Marietta Wealth Management, LLC | 51,948 | $6.77M | 1.44% | −192−0.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 50,560 | $6.78M | 1.69% | 00.0% | Unchanged |
| First Interstate Bank | 52,086 | $6.79M | 0.52% | −372−0.7% | Reduced |
| Holowesko Partners Ltd. | 52,100 | $6.79M | 3.56% | −36,700−41.3% | Reduced |
| Essex Financial Services, Inc. | 52,174 | $6.80M | 0.72% | +1,288+2.5% | Added |
| American National Bank | 52,227 | $6.81M | 1.26% | +7,388+16.5% | Added |
| Vident Investment Advisory, LLC | 52,258 | $6.81M | 0.22% | +1,709+3.4% | Added |
| Pacific Global Investment Management CO | 52,286 | $6.81M | 1.49% | −1,522−2.8% | Reduced |
| IHT Wealth Management, LLC | 52,341 | $6.82M | 0.39% | +1,946+3.9% | Added |
| Gibraltar Capital Management, Inc. | 52,425 | $6.83M | 3.19% | +1,570+3.1% | Added |
| Brave Asset Management Inc | 52,646 | $6.86M | 2.18% | +2,637+5.3% | Added |
| Rench Wealth Management, Inc. | 52,705 | $6.87M | 3.29% | −2,837−5.1% | Reduced |
| FORA Capital, LLC | 52,725 | $6.87M | 0.69% | +52,725 | New |
| KG&L Capital Management,LLC | 52,764 | $6.88M | 3.61% | +56+0.1% | Added |
| Red Door Wealth Management, LLC | 52,811 | $6.88M | 2.16% | +541+1.0% | Added |
| Toroso Investments, LLC | 53,364 | $6.95M | 0.23% | −4,473−7.7% | Reduced |
| Graypoint LLC | 53,392 | $6.96M | 0.75% | −11,265−17.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 53,445 | $6.96M | 5.59% | +24,911+87.3% | Added |
| Cutler Investment Counsel LLC | 53,485 | $6.97M | 1.08% | −596−1.1% | Reduced |
| PFG Advisors | 53,502 | $6.97M | 0.58% | +872+1.7% | Added |
| Walter Public Investments Inc. | 53,640 | $6.99M | 2.11% | −36,810−40.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 53,717 | $7.00M | 1.67% | +3,526+7.0% | Added |
| Stony Point Wealth Management Inc. | 53,719 | $7.00M | 3.63% | +1,916+3.7% | Added |
| Wealth Advisory Solutions, LLC | 53,820 | $7.01M | 1.86% | −1,703−3.1% | Reduced |
| AMG National Trust Bank | 53,984 | $7.03M | 0.24% | −1,254−2.3% | Reduced |
| Next Level Private LLC | 54,131 | $7.05M | 5.55% | +913+1.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 54,175 | $7.06M | 0.08% | −2,563−4.5% | Reduced |
| Cardinal Capital Management | 54,210 | $7.06M | 1.47% | +282+0.5% | Added |
| Bray Capital Advisors | 54,273 | $7.07M | 2.06% | −139−0.3% | Reduced |
| Fundamentun, LLC | 54,350 | $7.08M | 1.19% | −1,511−2.7% | Reduced |
| Capstone Financial Advisors, Inc. | 54,422 | $7.09M | 0.56% | +277+0.5% | Added |
| Procyon Private Wealth Partners, LLC | 54,447 | $7.09M | 1.18% | +5,162+10.5% | Added |
| Bernzott Capital Advisors | 54,477 | $7.10M | 1.47% | −13,577−20.0% | Reduced |
| River Wealth Advisors LLC | 54,479 | $7.10M | 1.29% | +1,069+2.0% | Added |
| Lakeview Capital Partners, LLC | 52,251 | $7.11M | 2.21% | +488+0.9% | Added |
| Compass Wealth Management LLC | 54,627 | $7.12M | 2.26% | −120−0.2% | Reduced |
| Ballast Advisors LLC | 54,748 | $7.13M | 2.85% | −367−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 54,843 | $7.15M | 0.50% | +6,963+14.5% | Added |
| Cutler Group LP | 54,858 | $7.15M | 1.12% | −2,353−4.1% | Reduced |
| FDx Advisors, Inc. | 53,587 | $7.19M | 0.31% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 55,146 | $7.19M | 0.26% | +1,464+2.7% | Added |
| EagleClaw Capital Managment, LLC | 55,227 | $7.20M | 1.70% | +1,715+3.2% | Added |
| Investment Management of Virginia LLC | 55,268 | $7.20M | 1.37% | +869+1.6% | Added |
| Pittenger & Anderson Inc | 55,442 | $7.22M | 0.37% | +399+0.7% | Added |
| Pine Ridge Advisers LLC | 55,500 | $7.23M | 1.51% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 55,500 | $7.23M | 0.12% | +30,000+117.6% | Added |
| First Hawaiian Bank | 55,514 | $7.23M | 0.25% | +935+1.7% | Added |
| Soltis Investment Advisors LLC | 55,611 | $7.25M | 0.92% | +7,479+15.5% | Added |
| Old Second National Bank of Aurora | 55,674 | $7.25M | 2.12% | −4,864−8.0% | Reduced |
| M&R Capital Management Inc | 55,909 | $7.28M | 2.04% | +440+0.8% | Added |
| Security Asset Management | 55,936 | $7.29M | 4.26% | −5,626−9.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 56,400 | $7.35M | 1.55% | +1,260+2.3% | Added |
| Radnor Capital Management, LLC | 56,483 | $7.36M | 1.94% | +1,678+3.1% | Added |
| Harrell Investment Partners, LLC | 56,574 | $7.38M | 2.63% | +3,616+6.8% | Added |
| Harvey Capital Management Inc | 56,652 | $7.38M | 2.91% | −600−1.0% | Reduced |
| Arrow Financial Corp | 56,674 | $7.39M | 0.96% | −847−1.5% | Reduced |
| Evexia Wealth LLC | 54,140 | $7.39M | 3.98% | +54,140 | New |
| Family Capital Trust Co | 56,721 | $7.39M | 2.86% | −229−0.4% | Reduced |
| Independent Investors Inc | 56,949 | $7.42M | 1.84% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 57,044 | $7.43M | 2.16% | −90−0.2% | Reduced |
| Mengis Capital Management, Inc. | 57,065 | $7.44M | 1.57% | −80.0% | Reduced |
| Mark Stevens | 57,079 | $7.44M | 0.95% | −3,226−5.3% | Reduced |
| D L Carlson Investment Group Inc | 57,192 | $7.45M | 1.69% | −5,957−9.4% | Reduced |
| NatWest Group plc | 57,240 | $7.46M | 4.03% | +27,855+94.8% | Added |
| Paradiem, LLC | 57,266 | $7.46M | 2.32% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 57,287 | $7.46M | 3.10% | +1,312+2.3% | Added |
| Symmetry Partners, LLC | 57,330 | $7.47M | 0.41% | +35,420+161.7% | Added |
| Rocky Mountain Advisers, LLC | 57,440 | $7.49M | 3.99% | 00.0% | Unchanged |
| Apriem Advisors | 57,526 | $7.50M | 1.20% | +76+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 57,563 | $7.50M | 2.85% | −2,062−3.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 57,601 | $7.51M | 0.19% | −1,390−2.4% | Reduced |
| Miracle Mile Advisors, LLC | 57,756 | $7.53M | 0.24% | +415+0.7% | Added |
| Sigma Investment Counselors Inc | 57,773 | $7.53M | 0.58% | −2,398−4.0% | Reduced |
| Hartford Financial Management Inc. | 57,929 | $7.55M | 1.95% | −678−1.2% | Reduced |
| Perennial Advisors, LLC | 57,952 | $7.55M | 2.16% | −685−1.2% | Reduced |
| Veriti Management LLC | 57,994 | $7.56M | 0.90% | +2,413+4.3% | Added |
| Sumitomo Life Insurance Co | 58,015 | $7.56M | 0.64% | −866−1.5% | Reduced |
| Boyar Asset Management Inc. | 58,115 | $7.57M | 5.84% | −71−0.1% | Reduced |
| Gotham Asset Management, LLC | 58,429 | $7.61M | 0.18% | −10,177−14.8% | Reduced |
| Artemis Investment Management LLP | 58,636 | $7.62M | 0.09% | −9,066−13.4% | Reduced |
| Sowell Financial Services LLC | 58,568 | $7.63M | 0.59% | −10,833−15.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 58,591 | $7.63M | 0.55% | −865−1.5% | Reduced |
| Wright Investors Service Inc | 58,677 | $7.65M | 2.17% | +3,814+7.0% | Added |
| Citizens Business Bank | 58,786 | $7.66M | 1.76% | −1,306−2.2% | Reduced |
| First Western Trust Bank | 58,822 | $7.67M | 0.40% | +2,194+3.9% | Added |
| Bard Financial Services, Inc. | 58,940 | $7.68M | 0.61% | +175+0.3% | Added |
| Pathstone Family Office, LLC | 60,703 | $7.69M | 0.12% | −50,899−45.6% | Reduced |
| Burney Co | 59,141 | $7.71M | 0.38% | +446+0.8% | Added |
| Terry L. Blaker | 59,239 | $7.72M | 0.69% | +5,324+9.9% | Added |
| Spire Wealth Management | 59,368 | $7.74M | 0.30% | +19,772+49.9% | Added |
| XML Financial, LLC | 59,388 | $7.74M | 0.94% | −823−1.4% | Reduced |
| Fulcrum Capital LLC | 59,652 | $7.77M | 2.09% | +116+0.2% | Added |
| Lynch & Associates | 59,809 | $7.79M | 2.04% | +845+1.4% | Added |
| Nwi Management LP | 60,000 | $7.82M | 1.24% | 00.0% | Unchanged |
| Stolper Co | 60,042 | $7.82M | 3.35% | +382+0.6% | Added |
| Plimoth Trust Co LLC | 60,102 | $7.83M | 2.43% | −719−1.2% | Reduced |
| Zuckerman Investment Group, LLC | 60,367 | $7.87M | 1.19% | +261+0.4% | Added |
| Royal Fund Management, LLC | 60,470 | $7.88M | 1.19% | +928+1.6% | Added |
| Sound View Wealth Advisors Group, LLC | 60,612 | $7.90M | 1.08% | −2,339−3.7% | Reduced |