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; 5,157 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
- +54 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
- 190
- 1,652 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Morling Financial Advisors, LLC | 1,746 | $227.5K | 0.25% | +98+5.9% | Added |
| Manchester Financial Inc | 1,757 | $229.0K | 0.07% | +46+2.7% | Added |
| Rockbridge Investment Management, LCC | 1,763 | $229.7K | 0.04% | −55−3.0% | Reduced |
| Verity Asset Management, Inc. | 1,778 | $231.7K | 0.14% | −35−1.9% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 1,780 | $232.0K | 0.18% | +58+3.4% | Added |
| AAFCPAs Wealth Management, LLC | 1,786 | $232.8K | 0.15% | +1,786 | New |
| Inspire Advisors, LLC | 1,787 | $232.8K | 0.05% | +1,787 | New |
| Aletheian Wealth Advisors LLC | 1,793 | $233.6K | 0.21% | +295+19.7% | Added |
| Helen Stephens Group, LLC | 1,796 | $234.1K | 0.12% | +124+7.4% | Added |
| Confluence Investment Management LLC | 1,798 | $234.3K | 0.00% | −74−4.0% | Reduced |
| Prentiss Smith & Co Inc | 1,798 | $234.3K | 0.17% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,799 | $234.4K | 0.26% | +161+9.8% | Added |
| Capital Planning LLC | 1,803 | $234.9K | 0.10% | +1,803 | New |
| Global Strategic Investment Solutions, LLC | 1,803 | $235.0K | 0.03% | +29+1.6% | Added |
| Cookson Peirce & Co Inc | 1,801 | $235.0K | 0.02% | +4+0.2% | Added |
| Lazard Freres Gestion S.A.S. | 2,163 | $235.0K | 0.01% | +2,163 | New |
| Clarus Wealth Advisors | 1,845 | $235.2K | 0.15% | −101−5.2% | Reduced |
| Sym Financial Corp | 1,809 | $235.7K | 0.05% | −441−19.6% | Reduced |
| Waller Financial Planning Group, Inc | 1,809 | $235.7K | 0.07% | +1,809 | New |
| Echo Street Capital Management LLC | 1,810 | $235.9K | 0.00% | +1,810 | New |
| Waterford Advisors, LLC | 1,814 | $236.0K | 0.13% | +97+5.6% | Added |
| Sanchez Wealth Management Group | 1,815 | $236.6K | 0.10% | 00.0% | Unchanged |
| Ameraudi Asset Management, Inc. | 1,816 | $236.6K | 0.10% | −68−3.6% | Reduced |
| RIA Advisory Group LLC | 1,832 | $236.9K | 0.11% | +1,832 | New |
| Strategic Financial Concepts, LLC | 1,822 | $237.4K | 0.10% | +1,822 | New |
| KFA Private Wealth Group, LLC | 1,825 | $237.8K | 0.11% | +7+0.4% | Added |
| Asset Management Resources, LLC | 1,826 | $237.9K | 0.15% | −719−28.3% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,714 | $238.0K | 0.18% | +1,714 | New |
| KWMG, LLC | 1,827 | $238.1K | 0.03% | +231+14.5% | Added |
| Sepio Capital, LP | 1,830 | $238.4K | 0.02% | −241−11.6% | Reduced |
| Hamilton Wealth, LLC | 1,831 | $238.6K | 0.08% | −438−19.3% | Reduced |
| Denver Wealth Management, Inc. | 1,838 | $239.5K | 0.17% | −133−6.7% | Reduced |
| HFR Wealth Management, LLC | 1,845 | $240.0K | 0.07% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1,844 | $240.3K | 0.11% | +9+0.5% | Added |
| RiverFront Investment Group, LLC | 1,845 | $240.4K | 0.01% | 00.0% | Unchanged |
| Defender Capital, LLC. | 1,849 | $240.9K | 0.08% | 00.0% | Unchanged |
| Parkside Advisors LLC | 1,849 | $241.2K | 0.08% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 1,861 | $242.5K | 0.18% | +96+5.4% | Added |
| Southern Capital Advisors, LLC | 1,862 | $242.7K | 0.18% | +1,862 | New |
| Capstone Triton Financial Group, LLC | 1,867 | $243.3K | 0.18% | +1,867 | New |
| McDonough Capital Management, Inc | 1,871 | $243.5K | 0.25% | +354+23.3% | Added |
| Smith & Howard Wealth Management, LLC | 1,869 | $243.5K | 0.08% | −50−2.6% | Reduced |
| American Planning Services, Inc. | 1,869 | $243.6K | 0.17% | +1,869 | New |
| Echo45 Advisors LLC | 1,872 | $243.9K | 0.20% | +60+3.3% | Added |
| Wallace Capital Management Inc. | 1,879 | $244.9K | 0.04% | −125−6.2% | Reduced |
| Fithian, LLC | 1,882 | $245.2K | 0.51% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,883 | $245.4K | 0.15% | +55+3.0% | Added |
| DHJJ Financial Advisors, Ltd. | 1,893 | $246.7K | 0.13% | −2−0.1% | Reduced |
| Blue Barn Wealth, LLC | 1,896 | $247.1K | 0.15% | +361+23.5% | Added |
| Sebold Capital Management, Inc. | 1,897 | $247.1K | 0.19% | +59+3.2% | Added |
| Schiavi & Co LLC | 1,897 | $247.2K | 0.11% | +1,897 | New |
| Burton Enright Welch | 1,897 | $247.3K | 0.09% | −12−0.6% | Reduced |
| Brainard Capital Management LLC | 1,899 | $247.5K | 0.19% | +2+0.1% | Added |
| Redwood Wealth Management Group, LLC | 1,908 | $248.6K | 0.28% | +1+0.1% | Added |
| East Coast Asset Management, LLC. | 1,911 | $249.0K | 0.11% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,916 | $249.7K | 0.13% | +11+0.6% | Added |
| Peninsula Wealth, LLC | 1,922 | $250.4K | 0.07% | +130+7.3% | Added |
| Vishria Bird Financial Group, LLC | 1,927 | $251.0K | 0.16% | 00.0% | Unchanged |
| Adams Wealth Management | 1,928 | $251.3K | 0.08% | −4−0.2% | Reduced |
| Luken Investment Analytics, LLC | 1,932 | $251.8K | 0.15% | 00.0% | Unchanged |
| MQS Management LLC | 1,938 | $252.5K | 0.16% | +1,938 | New |
| Arcadia Investment Management Corp | 1,946 | $253.6K | 0.06% | −54−2.7% | Reduced |
| Compass Financial Group, INC | 1,952 | $254.3K | 0.08% | +6+0.3% | Added |
| Vista Private Wealth Partners. LLC | 1,859 | $255.0K | 0.11% | −349−15.8% | Reduced |
| Kearns & Associates LLC | 1,960 | $255.4K | 0.25% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 1,964 | $255.9K | 0.01% | +411+26.5% | Added |
| Opus Capital Group, LLC | 1,967 | $256.0K | 0.05% | +23+1.2% | Added |
| Clarkston Capital Partners, LLC | 1,966 | $256.2K | 0.00% | +25+1.3% | Added |
| Lifeworks Advisors, LLC | 1,968 | $256.4K | 0.12% | +369+23.1% | Added |
| Affinia Financial Group, LLC | 1,830 | $257.5K | 0.19% | +1,830 | New |
| TCP Asset Management, LLC | 1,980 | $258.0K | 0.14% | +1,980 | New |
| Goldstream Capital Management Ltd | 1,981 | $258.1K | 0.27% | +1,981 | New |
| Shikiar Asset Management Inc | 1,990 | $259.0K | 0.09% | +1,990 | New |
| Exeter Financial, LLC | 2,028 | $259.4K | 0.13% | 00.0% | Unchanged |
| New World Advisors LLC | 1,995 | $260.0K | 0.10% | +102+5.4% | Added |
| Fortis Advisors, LLC | 2,000 | $260.6K | 0.17% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,002 | $260.9K | 0.10% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,003 | $261.0K | 0.03% | −195−8.9% | Reduced |
| Nova R Wealth, Inc. | 2,004 | $261.2K | 0.18% | +330+19.7% | Added |
| Monument Capital Management | 2,007 | $261.5K | 0.09% | +2,007 | New |
| Garrison Asset Management, LLC | 2,014 | $262.4K | 0.16% | +505+33.5% | Added |
| Chelsea Counsel Co | 2,019 | $263.1K | 0.13% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 2,020 | $263.2K | 0.19% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,022 | $263.5K | 0.23% | +444+28.1% | Added |
| Beacon Capital Management, LLC | 2,026 | $264.0K | 0.08% | +287+16.5% | Added |
| Tucker Asset Management LLC | 2,026 | $264.0K | 0.08% | +104+5.4% | Added |
| Somerville Kurt F | 2,030 | $264.5K | 0.05% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 2,040 | $265.8K | 0.12% | +2,040 | New |
| Codex Capital, L.L.C. | 2,000 | $266.2K | 0.18% | 00.0% | Unchanged |
| Cornerstone Retirement Group, Inc. | 2,046 | $266.6K | 0.08% | +246+13.7% | Added |
| Beacon Investment Advisors LLC | 2,047 | $266.7K | 0.19% | +13+0.6% | Added |
| Obsidian Personal Planning Solutions LLC | 2,054 | $267.7K | 0.39% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,058 | $268.2K | 0.43% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,058 | $268.2K | 0.02% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 2,063 | $268.8K | 0.14% | +214+11.6% | Added |
| Palo Alto Wealth Advisors, LLC | 2,066 | $269.2K | 0.22% | −143−6.5% | Reduced |
| Horizon Family Wealth, Inc. | 2,069 | $269.6K | 0.29% | −1,545−42.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,079 | $270.0K | 0.12% | +2,079 | New |
| Consilio Wealth Advisors, LLC | 2,085 | $271.7K | 0.15% | +435+26.4% | Added |
| Blue Bell Private Wealth Management, LLC | 2,095 | $273.0K | 0.08% | 00.0% | Unchanged |