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 |
|---|---|---|---|---|---|
| Spotlight Asset Group, Inc. | 2,237 | $273.0K | 0.27% | +2,237 | New |
| Truvestments Capital LLC | 2,101 | $273.8K | 0.15% | −254−10.8% | Reduced |
| Raymond James Trust Co. of NH | 2,104 | $274.0K | 3.08% | −174−7.6% | Reduced |
| Level Financial Advisors, Inc. | 2,105 | $274.3K | 0.16% | −27−1.3% | Reduced |
| Smith Shellnut Wilson LLC | 2,107 | $274.6K | 0.17% | −166−7.3% | Reduced |
| GoalVest Advisory LLC | 2,109 | $274.8K | 0.16% | +802+61.4% | Added |
| TNF LLC | 1,989 | $274.9K | 0.12% | −97−4.7% | Reduced |
| G2 Capital Management, LLC | 2,121 | $276.4K | 0.12% | +30+1.4% | Added |
| Campbell Wealth Management | 2,125 | $277.0K | 0.03% | −77−3.5% | Reduced |
| Kaizen Financial Strategies | 2,129 | $277.4K | 0.27% | −105−4.7% | Reduced |
| Axiom Financial Strategies, LLC | 2,146 | $279.7K | 0.16% | −14−0.6% | Reduced |
| Synergy Financial Management, LLC | 2,160 | $281.5K | 0.07% | −450−17.2% | Reduced |
| Compton Financial Group, LLC | 2,165 | $282.1K | 0.11% | +67+3.2% | Added |
| Raffa Wealth Management, LLC | 2,167 | $282.4K | 0.10% | +592+37.6% | Added |
| Wealth Quarterback LLC | 2,169 | $282.6K | 0.24% | −95−4.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,169 | $282.6K | 0.20% | +47+2.2% | Added |
| Strategic Investment Solutions, Inc. | 2,173 | $283.2K | 0.06% | −250−10.3% | Reduced |
| Heritage Financial Services, LLC | 2,177 | $283.7K | 0.06% | −39−1.8% | Reduced |
| Smith Anglin Financial, LLC | 2,177 | $283.7K | 0.04% | +130+6.4% | Added |
| SP Asset Management LLC | 2,179 | $283.9K | 0.03% | −203−8.5% | Reduced |
| Morse Asset Management, Inc | 2,178 | $284.0K | 0.10% | −340−13.5% | Reduced |
| Encompass Wealth Advisors, LLC | 2,181 | $284.2K | 0.10% | −224−9.3% | Reduced |
| Hutchinson Capital Management | 2,186 | $284.8K | 0.07% | −1,359−38.3% | Reduced |
| Madison Wealth Management | 2,202 | $287.0K | 0.06% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 2,202 | $287.0K | 0.10% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2,210 | $288.0K | 0.19% | −68−3.0% | Reduced |
| Unio Capital LLC | 2,213 | $288.4K | 0.15% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 2,222 | $289.6K | 0.24% | +8+0.4% | Added |
| Clean Yield Group | 2,225 | $289.9K | 0.12% | −136−5.8% | Reduced |
| Gouws Capital LLC | 2,225 | $289.9K | 0.26% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,224 | $290.0K | 0.06% | +86+4.0% | Added |
| WESPAC Advisors, LLC | 2,238 | $291.6K | 0.27% | −6,890−75.5% | Reduced |
| Resource Planning Group | 2,245 | $292.5K | 0.24% | −808−26.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,247 | $292.9K | 0.18% | +959+74.5% | Added |
| Permit Capital, LLC | 2,250 | $293.2K | 0.11% | −250−10.0% | Reduced |
| Sensible Money, LLC | 2,256 | $294.0K | 0.25% | −14−0.6% | Reduced |
| J.Safra Asset Management Corp | 2,257 | $294.1K | 0.05% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 2,257 | $294.1K | 0.40% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 2,259 | $294.4K | 0.20% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,260 | $294.5K | 0.19% | +64+2.9% | Added |
| Clay Northam Wealth Management, LLC | 2,261 | $294.6K | 0.30% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 2,265 | $295.1K | 0.14% | +16+0.7% | Added |
| Northern Capital Management, Inc. | 2,267 | $295.4K | 0.25% | −36−1.6% | Reduced |
| McGowan Group Asset Management, Inc. | 2,276 | $296.6K | 0.05% | +448+24.5% | Added |
| McAdam, LLC | 2,276 | $296.6K | 0.03% | +2,276 | New |
| SJS Investment Consulting Inc. | 2,282 | $297.4K | 0.08% | +32+1.4% | Added |
| Act Wealth Management, LLC | 2,283 | $297.5K | 0.18% | +72+3.3% | Added |
| Zimmermann Investment Management & Planning LLC | 2,284 | $297.7K | 0.16% | +163+7.7% | Added |
| Charles Schwab Investment Advisory, Inc. | 2,287 | $298.0K | 0.00% | +335+17.2% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,290 | $298.4K | 0.18% | −106−4.4% | Reduced |
| Integris Wealth Management, LLC | 2,290 | $298.4K | 0.11% | +125+5.8% | Added |
| Bluefin Capital Management, LLC | – | $299.7K | 0.04% | – | – |
| Forefront Wealth Management Inc. | 2,303 | $300.1K | 0.39% | +2+0.1% | Added |
| Navis Wealth Advisors, LLC | 2,306 | $300.4K | 0.33% | +3+0.1% | Added |
| Wealthspan Partners, LLC | 2,312 | $301.3K | 0.26% | −211−8.4% | Reduced |
| Cable Hill Partners, LLC | 2,317 | $301.9K | 0.05% | −2,810−54.8% | Reduced |
| TAGStone Capital, Inc. | 2,319 | $302.0K | 0.23% | −26−1.1% | Reduced |
| Tacita Capital Inc | 2,320 | $302.0K | 0.23% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,315 | $302.0K | 0.04% | +738+46.8% | Added |
| Tarbox Family Office, Inc. | 2,326 | $303.1K | 0.06% | −4−0.2% | Reduced |
| Truadvice, LLC | 2,193 | $303.2K | 0.12% | +2,193 | New |
| Independent Wealth Network Inc. | 2,330 | $303.6K | 0.19% | +128+5.8% | Added |
| Maven Securities LTD | 2,330 | $303.6K | 0.05% | −6,079−72.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,340 | $304.9K | 0.29% | +311+15.3% | Added |
| Milestone Asset Management, LLC | 2,346 | $305.7K | 0.17% | +31+1.3% | Added |
| C M Bidwell & Associates Ltd | 2,346 | $305.7K | 0.23% | +1,671+247.6% | Added |
| ICW Investment Advisors LLC | 2,346 | $305.8K | 0.17% | +26+1.1% | Added |
| Wealthgate Family Office, LLC | 2,360 | $307.5K | 0.88% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,365 | $308.0K | 0.01% | −20−0.8% | Reduced |
| Carmel Capital Partners, LLC | 2,367 | $308.4K | 0.18% | +205+9.5% | Added |
| Verus Financial Partners, Inc. | 2,303 | $308.9K | 0.04% | +85+3.8% | Added |
| Planned Solutions, Inc. | 2,373 | $309.2K | 0.20% | +15+0.6% | Added |
| Kraematon Investment Advisors, Inc | 2,379 | $310.1K | 0.36% | −233−8.9% | Reduced |
| Whelan Financial | 2,393 | $311.8K | 0.17% | +4+0.2% | Added |
| Sherbrooke Park Advisers LLC | 2,400 | $312.7K | 0.47% | +2,400 | New |
| Point72 Middle East FZE | 2,401 | $312.9K | 0.02% | −27,367−91.9% | Reduced |
| J2 Capital Management Inc | 2,401 | $312.9K | 0.48% | +2,401 | New |
| Front Street Capital Management, Inc. | 2,401 | $313.0K | 0.07% | −140−5.5% | Reduced |
| Indie Asset Partners, LLC | 2,405 | $313.3K | 0.37% | −299−11.1% | Reduced |
| Kinloch Capital, LLC | 2,407 | $314.0K | 0.18% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 2,412 | $314.3K | 0.02% | −11−0.5% | Reduced |
| NovaPoint Capital, LLC | 2,419 | $315.2K | 0.13% | +363+17.7% | Added |
| Builder Investment Group Inc | 2,420 | $315.4K | 0.14% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 2,420 | $315.4K | 0.15% | +194+8.7% | Added |
| Wedge Capital Management L L P | 2,439 | $317.8K | 0.01% | −2,487−50.5% | Reduced |
| S&T Bank | 2,440 | $318.0K | 0.06% | +46+1.9% | Added |
| Nalls Sherbakoff Group, LLC | 2,470 | $318.0K | 0.32% | +2,470 | New |
| Cherry Creek Investment Advisors, Inc. | 2,449 | $319.2K | 0.23% | −262−9.7% | Reduced |
| Covey Capital Advisors, LLC | 2,450 | $319.3K | 0.51% | 00.0% | Unchanged |
| Apeiron RIA LLC | 2,453 | $319.5K | 0.11% | −103−4.0% | Reduced |
| Arnhold LLC | 2,452 | $319.5K | 0.04% | 00.0% | Unchanged |
| Milestone Advisory Partners | 2,456 | $320.0K | 0.30% | +10+0.4% | Added |
| Penn Davis McFarland Inc | 2,457 | $320.2K | 0.06% | −361−12.8% | Reduced |
| Conestoga Capital Advisors, LLC | 2,466 | $321.3K | 0.01% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 1,340 | $323.7K | 0.27% | −896−40.1% | Reduced |
| Blackston Financial Advisory Group, LLC | 2,485 | $324.0K | 0.24% | +123+5.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,487 | $324.1K | 0.06% | 00.0% | Unchanged |
| MKT Advisors LLC | 2,542 | $324.3K | 0.24% | +41+1.6% | Added |
| Washburn Capital Management, Inc. | 2,498 | $325.5K | 0.28% | −500−16.7% | Reduced |
| Darwin Advisors, LLC | 2,329 | $325.6K | 0.09% | −131−5.3% | Reduced |