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 |
|---|---|---|---|---|---|
| Alethea Capital Management, LLC | 2,500 | $325.8K | 0.34% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 2,511 | $327.2K | 0.75% | −350−12.2% | Reduced |
| Prosperity Financial Group, Inc. | 2,516 | $327.9K | 0.33% | −124−4.7% | Reduced |
| Alterna Wealth Management, Inc | 2,516 | $327.9K | 0.41% | +816+48.0% | Added |
| Lanham O'Dell & Company, Inc. | 2,523 | $328.8K | 0.36% | +641+34.1% | Added |
| Y.D. More Investments Ltd | 2,525 | $328.9K | 0.08% | +490+24.1% | Added |
| Legacy Financial Strategies, LLC | 2,526 | $329.2K | 0.12% | +33+1.3% | Added |
| America First Investment Advisors, LLC | 2,529 | $329.6K | 0.09% | +429+20.4% | Added |
| Atticus Wealth Management, LLC | 2,529 | $329.6K | 0.13% | −742−22.7% | Reduced |
| Lathrop Investment Management Corp | 2,531 | $330.0K | 0.07% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,536 | $330.4K | 0.16% | −25−1.0% | Reduced |
| TSFG, LLC | 2,549 | $332.0K | 0.12% | +10.0% | Added |
| Financial Engines Advisors L.L.C. | 2,550 | $332.2K | 0.00% | −3,533−58.1% | Reduced |
| Foundation Wealth Management, LLC | 2,555 | $332.9K | 0.34% | +66+2.7% | Added |
| Catalyst Private Wealth, LLC | 2,561 | $333.7K | 0.23% | +190+8.0% | Added |
| Versant Capital Management, Inc | 2,568 | $334.5K | 0.11% | +1,157+82.0% | Added |
| Willow Creek Wealth Management Inc. | 2,569 | $334.8K | 0.05% | +45+1.8% | Added |
| Wealth Advisors, Inc. | 2,612 | $335.7K | 0.16% | +182+7.5% | Added |
| Mayport, LLC | 2,578 | $335.9K | 0.21% | +564+28.0% | Added |
| Arbor Investment Advisors, LLC | 2,581 | $336.4K | 0.06% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,583 | $336.6K | 0.08% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 2,601 | $338.9K | 0.05% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 2,606 | $339.7K | 0.24% | +425+19.5% | Added |
| United Community Bank | 2,608 | $339.8K | 0.32% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 2,609 | $340.0K | 0.18% | −628−19.4% | Reduced |
| Horst & Graben Wealth Management LLC | 2,606 | $340.0K | 0.08% | +18+0.7% | Added |
| Garner Asset Management Corp | 2,606 | $340.0K | 0.16% | +202+8.4% | Added |
| Coury Firm Asset Management LLC | 2,614 | $340.6K | 0.48% | +920+54.3% | Added |
| Perkins Coie Trust Co | 2,620 | $341.4K | 0.10% | +780+42.4% | Added |
| Motive Wealth Advisors | 2,620 | $341.4K | 0.37% | −183−6.5% | Reduced |
| Avenue 1 Advisors, LLC | 2,621 | $341.5K | 0.18% | +719+37.8% | Added |
| Integrity Financial Corp | 2,625 | $342.1K | 0.28% | +120+4.8% | Added |
| Saranac Partners Ltd | 2,627 | $342.3K | 0.20% | +232+9.7% | Added |
| NBW Capital LLC | 2,632 | $343.0K | 0.08% | +9+0.3% | Added |
| Archetype Wealth Partners | 2,636 | $343.0K | 0.07% | −537−16.9% | Reduced |
| Cooper/Haims Advisors, LLC | 2,639 | $343.8K | 0.28% | +2+0.1% | Added |
| AIMZ Investment Advisors, LLC | 2,639 | $343.9K | 0.15% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 2,640 | $344.0K | 0.20% | +83+3.2% | Added |
| Wedgewood Investors Inc | 2,641 | $344.1K | 0.45% | −100−3.6% | Reduced |
| SNS Financial Group, LLC | 2,645 | $344.7K | 0.05% | −1,756−39.9% | Reduced |
| Capital Financial Planning, LLC | 2,645 | $344.7K | 0.13% | +78+3.0% | Added |
| Dark Forest Capital Management LP | 2,648 | $345.1K | 0.08% | +2,648 | New |
| Altus Wealth Management, LLC | 2,660 | $346.7K | 0.29% | +8+0.3% | Added |
| Islay Capital Management, LLC | 2,662 | $346.9K | 0.34% | +2,591+3,649.3% | Added |
| Lane & Associates LLC | 2,662 | $346.9K | 0.31% | +2,662 | New |
| Dock Street Asset Management Inc | 2,670 | $347.9K | 0.07% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $348.8K | 0.20% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 2,679 | $349.1K | 0.11% | +2+0.1% | Added |
| Bridgeworth, LLC | 2,689 | $350.4K | 0.04% | +305+12.8% | Added |
| Saturna Capital CORP | 2,696 | $351.3K | 0.01% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,700 | $351.8K | 0.16% | +53+2.0% | Added |
| Ocean Capital Management, LLC | 2,700 | $351.8K | 0.18% | −200−6.9% | Reduced |
| Silver Lake Advisory, LLC | 2,707 | $352.7K | 0.20% | +2,707 | New |
| Tamar Securities, LLC | 2,709 | $353.0K | 0.10% | −31−1.1% | Reduced |
| Keene & Associates, Inc. | 2,711 | $353.3K | 0.27% | −2−0.1% | Reduced |
| Financial Freedom, LLC | 2,717 | $354.1K | 0.26% | −66−2.4% | Reduced |
| Summitry LLC | 2,721 | $354.6K | 0.02% | −262−8.8% | Reduced |
| Cook Wealth Management Group LLC | 2,588 | $354.7K | 0.30% | +15+0.6% | Added |
| Reik & Co., LLC | 2,722 | $354.7K | 0.10% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,727 | $355.4K | 0.10% | −2,490−47.7% | Reduced |
| Vanguard Capital Wealth Advisors | 2,727 | $355.4K | 0.35% | +8+0.3% | Added |
| Tandem Investment Advisors, Inc. | 2,732 | $356.0K | 0.02% | −695−20.3% | Reduced |
| PRW Wealth Management LLC | 2,581 | $356.8K | 0.14% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,741 | $357.2K | 0.05% | +105+4.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,779 | $357.2K | 0.25% | +325+13.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,744 | $357.7K | 0.30% | +11+0.4% | Added |
| Pennsylvania Capital Management Inc | 2,748 | $358.1K | 0.17% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 2,753 | $358.7K | 0.26% | −102−3.6% | Reduced |
| Tower Wealth Partners, Inc. | 2,757 | $359.3K | 0.30% | +63+2.3% | Added |
| Horizon Kinetics Asset Management LLC | 2,761 | $359.8K | 0.01% | +210+8.2% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $362.5K | 0.23% | 00.0% | Unchanged |
| Strid Group, LLC | 2,800 | $364.9K | 0.08% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,806 | $365.6K | 0.20% | +109+4.0% | Added |
| Renaissance Technologies LLC | 2,809 | $366.0K | 0.00% | +2,809 | New |
| Marshall Financial Group LLC | 2,812 | $366.4K | 0.13% | −33−1.2% | Reduced |
| Godsey & Gibb Associates | 2,819 | $367.4K | 0.04% | +2,819 | New |
| Cape Investment Advisory, Inc. | 2,835 | $369.5K | 0.23% | +2,835 | New |
| Second Half Financial Partners, LLC | 2,836 | $369.5K | 0.22% | −273−8.8% | Reduced |
| Avion Wealth | 2,763 | $370.0K | 0.10% | +21+0.8% | Added |
| FSA Wealth Management LLC | 2,845 | $370.8K | 0.22% | −169−5.6% | Reduced |
| Richwood Investment Advisors, LLC | 2,855 | $372.0K | 0.37% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2,865 | $373.5K | 0.29% | −130−4.3% | Reduced |
| Charter Research & Investment Group, Inc. | 2,867 | $373.6K | 0.33% | +21+0.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,881 | $375.4K | 0.18% | +216+8.1% | Added |
| Wealth Advisors of Iowa, LLC | 2,887 | $376.2K | 0.29% | −198−6.4% | Reduced |
| Basepoint Wealth LLC | 2,892 | $376.9K | 0.31% | +43+1.5% | Added |
| Advance Capital Management, Inc. | 2,899 | $377.8K | 0.07% | +125+4.5% | Added |
| Fountainhead AM, LLC | 2,901 | $378.1K | 0.15% | +38+1.3% | Added |
| Symphony Financial, Ltd. Co. | 2,939 | $378.3K | 0.10% | +86+3.0% | Added |
| TFB Advisors LLC | 2,913 | $379.6K | 0.29% | +158+5.7% | Added |
| Firethorn Wealth Partners, LLC | 2,689 | $379.7K | 0.30% | +11+0.4% | Added |
| Sequent Asset Management, LLC | 2,916 | $380.0K | 0.43% | +2+0.1% | Added |
| Bond & Devick Financial Network, Inc. | 2,923 | $380.9K | 0.24% | +175+6.4% | Added |
| Magnolia Capital Management Ltd | 2,925 | $381.0K | 0.36% | 00.0% | Unchanged |
| Avenir Corp | 2,924 | $381.0K | 0.04% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,925 | $381.2K | 0.04% | +2,925 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,926 | $381.3K | 0.18% | +11+0.4% | Added |
| My Personal CFO, LLC | 2,928 | $381.5K | 0.33% | +2,636+902.7% | Added |
| Schoolcraft Capital LLC | 2,938 | $382.8K | 0.11% | +439+17.6% | Added |
| Claret Asset Management Corp | 2,941 | $383.0K | 0.08% | 00.0% | Unchanged |