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 |
|---|---|---|---|---|---|
| HighTower Trust Services, LTA | 59,106 | $7.90M | 0.77% | −4,758−7.5% | Reduced |
| IFP Advisors, Inc | 94,059 | $7.94M | 0.38% | −34,148−26.6% | Reduced |
| Chicago Capital, LLC | 61,068 | $7.96M | 0.40% | −942−1.5% | Reduced |
| Barometer Capital Management Inc. | 61,588 | $7.96M | 2.04% | +2,950+5.0% | Added |
| Signaturefd, LLC | 61,156 | $7.97M | 0.22% | +3,057+5.3% | Added |
| Camden National Bank | 61,196 | $7.97M | 1.62% | −2,632−4.1% | Reduced |
| Pioneer Trust Bank N A | 61,221 | $7.98M | 2.35% | −2,647−4.1% | Reduced |
| HGK Asset Management Inc | 61,267 | $7.98M | 2.48% | +8,333+15.7% | Added |
| BancorpSouth Bank | 61,424 | $8.00M | 0.74% | −3,785−5.8% | Reduced |
| Foundations Investment Advisors, LLC | 61,500 | $8.01M | 0.29% | +25,890+72.7% | Added |
| Stratos Wealth Advisors, LLC | 61,744 | $8.05M | 0.62% | −2,628−4.1% | Reduced |
| Carmel Capital Management L.L.C. | 61,753 | $8.05M | 4.60% | +180+0.3% | Added |
| David Loasby | 63,129 | $8.05M | 0.93% | +21,295+50.9% | Added |
| Cypress Asset Management Inc | 61,802 | $8.05M | 2.78% | −842−1.3% | Reduced |
| Ballentine Partners, LLC | 61,808 | $8.05M | 0.20% | +2,104+3.5% | Added |
| Alerus Financial NA | 61,941 | $8.07M | 0.72% | −749−1.2% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 62,150 | $8.10M | 2.57% | +6,173+11.0% | Added |
| Venator Management LLC | 62,310 | $8.12M | 3.35% | +535+0.9% | Added |
| Tower Research Capital LLC (TRC) | 62,401 | $8.13M | 0.26% | −1,203−1.9% | Reduced |
| Thoroughbred Financial Services, LLC | 62,425 | $8.13M | 1.20% | −247−0.4% | Reduced |
| Moody National Bank Trust Division | 62,476 | $8.14M | 0.70% | +461+0.7% | Added |
| Sara-Bay Financial | 62,486 | $8.14M | 4.16% | −2,453−3.8% | Reduced |
| Clough Capital Partners L P | 62,500 | $8.14M | 0.88% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 62,749 | $8.18M | 0.71% | +824+1.3% | Added |
| Caas Capital Management LP | 62,909 | $8.20M | 2.65% | +62,909 | New |
| Buckingham Strategic Wealth, LLC | 61,215 | $8.21M | 0.15% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 63,155 | $8.23M | 2.05% | −951−1.5% | Reduced |
| Bridgecreek Investment Management, LLC | 63,190 | $8.23M | 1.70% | −800−1.3% | Reduced |
| Inlet Private Wealth, LLC | 63,206 | $8.24M | 2.14% | −447−0.7% | Reduced |
| Boston Family Office LLC | 63,415 | $8.26M | 0.66% | −7,208−10.2% | Reduced |
| Hoertkorn Richard Charles | 63,423 | $8.26M | 4.27% | −400−0.6% | Reduced |
| Princeton Global Asset Management LLC | 63,597 | $8.29M | 2.39% | +6,401+11.2% | Added |
| Meritage Portfolio Management | 63,665 | $8.30M | 0.62% | +12,238+23.8% | Added |
| Davis-Rea Ltd. | 63,723 | $8.30M | 5.01% | −1,453−2.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 63,869 | $8.32M | 0.73% | −3,049−4.6% | Reduced |
| Live Oak Private Wealth LLC | 63,906 | $8.33M | 1.72% | +3,897+6.5% | Added |
| BKD Wealth Advisors, LLC | 63,939 | $8.33M | 0.27% | +630+1.0% | Added |
| Wells Trecaso Financial Group, LLC | 64,054 | $8.35M | 3.86% | +827+1.3% | Added |
| Chemung Canal Trust Co | 64,087 | $8.35M | 1.92% | +29,158+83.5% | Added |
| Intact Investment Management Inc. | 64,100 | $8.35M | 0.34% | −21,000−24.7% | Reduced |
| Naples Global Advisors, LLC | 64,194 | $8.37M | 1.04% | +1,107+1.8% | Added |
| Constitution Capital LLC | 64,557 | $8.41M | 5.10% | −18,776−22.5% | Reduced |
| Motley Fool Asset Management LLC | 64,610 | $8.42M | 0.93% | −687−1.1% | Reduced |
| Hyperion Capital Advisors LP | 64,624 | $8.42M | 4.05% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 64,670 | $8.43M | 1.05% | −50.0% | Reduced |
| Skylands Capital, LLC | 64,850 | $8.45M | 1.24% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 64,962 | $8.47M | 1.17% | +1,433+2.3% | Added |
| Bank of Hawaii | 65,083 | $8.48M | 0.49% | +5,774+9.7% | Added |
| Discovery Capital Management, LLC | 65,200 | $8.50M | 1.15% | +65,200 | New |
| Dorchester Wealth Management Co | 65,219 | $8.50M | 1.75% | +8,334+14.7% | Added |
| Cypress Capital Group | 65,255 | $8.50M | 1.31% | −9,644−12.9% | Reduced |
| Global Retirement Partners, LLC | 62,708 | $8.53M | 0.45% | +14,184+29.2% | Added |
| Strategic Wealth Designers | 65,579 | $8.55M | 1.58% | +6,943+11.8% | Added |
| Visionary Wealth Advisors | 65,716 | $8.56M | 0.73% | −1,102−1.6% | Reduced |
| Camden Capital, LLC | 65,754 | $8.57M | 1.27% | −213−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 65,809 | $8.58M | 0.50% | +652+1.0% | Added |
| Farmers National Bank | 65,907 | $8.59M | 3.04% | +1,288+2.0% | Added |
| One Capital Management, LLC | 65,961 | $8.60M | 0.42% | +3,576+5.7% | Added |
| Invictus Private Wealth, LLC | 66,140 | $8.62M | 1.01% | −1,118−1.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 66,387 | $8.65M | 1.00% | −385−0.6% | Reduced |
| Barbara Oil Co. | 67,000 | $8.73M | 4.18% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 67,069 | $8.74M | 1.86% | +1,544+2.4% | Added |
| Ar Asset Management Inc | 67,431 | $8.79M | 2.37% | −100−0.1% | Reduced |
| DuPont Capital Management Corp | 67,448 | $8.79M | 0.42% | +18,562+38.0% | Added |
| Journey Advisory Group, LLC | 67,566 | $8.80M | 1.39% | +4,879+7.8% | Added |
| Oak Harvest Investment Services | 67,650 | $8.82M | 2.03% | +4,070+6.4% | Added |
| Ropes Wealth Advisors LLC | 67,670 | $8.82M | 1.59% | +3,724+5.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 67,864 | $8.84M | 1.37% | −516−0.8% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 69,141 | $8.90M | 0.72% | −65,749−48.7% | Reduced |
| Heritage Trust Co | 68,344 | $8.91M | 1.40% | +139+0.2% | Added |
| Boston Financial Mangement LLC | 68,700 | $8.95M | 0.35% | +3,866+6.0% | Added |
| Xcel Wealth Management, LLC | 68,838 | $8.97M | 3.16% | −199−0.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 68,880 | $8.98M | 2.19% | +602+0.9% | Added |
| Buffington Mohr McNeal | 69,075 | $9.00M | 2.06% | +1,583+2.3% | Added |
| Freemont Management S.A. | 69,100 | $9.00M | 1.33% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 69,203 | $9.02M | 1.01% | −755−1.1% | Reduced |
| Vestcor Inc | 69,301 | $9.03M | 0.33% | −267−0.4% | Reduced |
| Buckley Wealth Management, LLC | 69,768 | $9.09M | 3.35% | −2,801−3.9% | Reduced |
| Wellington Shields Capital Management, LLC | 173,364 | $9.11M | 1.10% | −6,294−3.5% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 70,146 | $9.14M | 0.29% | +1,927+2.8% | Added |
| Siemens Fonds Invest GmbH | 70,342 | $9.17M | 0.96% | −3,745−5.1% | Reduced |
| Pettee Investors, Inc. | 70,407 | $9.17M | 4.40% | −172−0.2% | Reduced |
| Woodstock Corp | 70,489 | $9.19M | 1.17% | +56+0.1% | Added |
| Gladstone Institutional Advisory LLC | 70,491 | $9.19M | 0.59% | +12,206+20.9% | Added |
| Allied Investment Advisors, LLC | 70,883 | $9.24M | 2.86% | +1,436+2.1% | Added |
| Bank of Nova Scotia Trust Co | 70,904 | $9.24M | 1.02% | −99,384−58.4% | Reduced |
| Greenwood Capital Associates LLC | 71,176 | $9.27M | 1.33% | +300.0% | Added |
| Quantinno Capital Management LP | 71,224 | $9.28M | 0.61% | +4,757+7.2% | Added |
| Tompkins Financial Corp | 71,241 | $9.28M | 1.51% | −65−0.1% | Reduced |
| Northern Oak Wealth Management Inc | 71,286 | $9.29M | 1.11% | +2,082+3.0% | Added |
| Caldwell Trust Co | 71,309 | $9.29M | 1.29% | −2,196−3.0% | Reduced |
| Griffin Asset Management, Inc. | 71,826 | $9.36M | 1.31% | +2,334+3.4% | Added |
| Twin Capital Management Inc | 71,828 | $9.36M | 1.28% | −8,424−10.5% | Reduced |
| JCIC Asset Management Inc. | 71,906 | $9.37M | 4.36% | +1,243+1.8% | Added |
| Ally Financial Inc. | 72,000 | $9.38M | 1.39% | −39,000−35.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 72,047 | $9.39M | 0.18% | +6,844+10.5% | Added |
| Trust Co of Toledo NA | 72,613 | $9.46M | 1.69% | +442+0.6% | Added |
| Cohen Klingenstein LLC | 72,700 | $9.47M | 0.44% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 72,986 | $9.51M | 0.81% | +574+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 72,989 | $9.51M | 0.87% | +5,161+7.6% | Added |