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 |
|---|---|---|---|---|---|
| BlueSky Wealth Advisors, LLC | 2,941 | $383.2K | 0.08% | +37+1.3% | Added |
| Harrington Investments, INC | 2,945 | $383.8K | 0.26% | −20−0.7% | Reduced |
| Pensionmark Financial Group, LLC | 2,973 | $387.4K | 0.08% | −95−3.1% | Reduced |
| Trilogy Capital Inc. | 2,982 | $388.6K | 0.03% | −22−0.7% | Reduced |
| ISAM Funds (UK) Ltd | 2,991 | $389.8K | 0.50% | +2,991 | New |
| Par Capital Management Inc | 3,000 | $390.9K | 0.01% | +1,500+100.0% | Added |
| Emerald Advisors, LLC | 3,002 | $391.2K | 0.10% | −110−3.5% | Reduced |
| Q Capital Solutions | 3,015 | $392.9K | 0.47% | −19,314−86.5% | Reduced |
| Greenspring Advisors, LLC | 3,026 | $394.3K | 0.09% | +3,026 | New |
| Measured Wealth Private Client Group, LLC | 3,049 | $397.3K | 0.15% | −159−5.0% | Reduced |
| Howard Wealth Management, LLC | 3,062 | $399.0K | 0.33% | +75+2.5% | Added |
| Cypress Capital Management LLC (WY) | 3,075 | $400.7K | 0.47% | 00.0% | Unchanged |
| Levy Wealth Management Group, LLC | 3,075 | $400.7K | 0.12% | +19+0.6% | Added |
| Trellis Advisors, LLC | 3,088 | $402.4K | 0.19% | +164+5.6% | Added |
| WR Wealth Planners, LLC | 3,090 | $402.7K | 0.17% | +2,646+595.9% | Added |
| Pin Oak Investment Advisors Inc | 3,090 | $403.0K | 0.50% | +337+12.2% | Added |
| Braun-Bostich & Associates Inc. | 3,094 | $403.2K | 0.95% | +1,034+50.2% | Added |
| Ackerman Capital Advisors, LLC | 3,095 | $403.3K | 0.10% | +108+3.6% | Added |
| Solitude Financial Services | 3,100 | $404.0K | 0.26% | −60−1.9% | Reduced |
| Pitti Group Wealth Management, LLC | 3,112 | $405.6K | 0.45% | +6+0.2% | Added |
| Cim, LLC | 3,115 | $405.9K | 0.08% | −132−4.1% | Reduced |
| Watershed Private Wealth LLC | 3,124 | $407.1K | 0.28% | +2+0.1% | Added |
| Cipher Capital LP | 3,137 | $408.8K | 0.08% | +3,137 | New |
| Clare Market Investments LLC | 3,144 | $409.7K | 0.17% | −484−13.3% | Reduced |
| Gitterman Wealth Management, LLC | 3,149 | $410.3K | 0.20% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 3,161 | $412.0K | 0.06% | +27+0.9% | Added |
| Financial Advisory Corp | 3,165 | $412.0K | 0.20% | −96−2.9% | Reduced |
| Dakota Community Bank & Trust NA | 3,164 | $412.3K | 2.55% | +527+20.0% | Added |
| Heck Capital Advisors, LLC | 3,171 | $413.2K | 0.08% | +110+3.6% | Added |
| Blue Square Asset Management, LLC | 3,171 | $413.2K | 0.27% | +3,171 | New |
| Syntegra Private Wealth Group, LLC | 3,176 | $413.9K | 0.07% | +27+0.9% | Added |
| Weaver Consulting Group | 3,190 | $415.7K | 0.19% | −186−5.5% | Reduced |
| Bridge Advisory, LLC | 3,192 | $415.9K | 0.16% | +329+11.5% | Added |
| Cassady Schiller Wealth Management, LLC | 3,202 | $417.3K | 0.20% | 00.0% | Unchanged |
| Cowa, LLC | 3,209 | $418.2K | 0.34% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 3,216 | $419.0K | 0.15% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 3,225 | $420.3K | 0.10% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,238 | $422.0K | 0.03% | −2,479−43.4% | Reduced |
| Amussen Hunsaker Associates LLC | 3,255 | $424.0K | 0.11% | −107−3.2% | Reduced |
| Gemmer Asset Management LLC | 3,254 | $424.1K | 0.06% | +35+1.1% | Added |
| Wescott Financial Advisory Group, LLC | 3,259 | $424.6K | 0.09% | +1,409+76.2% | Added |
| Hoxton Planning & Management, LLC | 3,259 | $424.7K | 0.23% | −76−2.3% | Reduced |
| Advisory Alpha, LLC | 3,262 | $425.1K | 0.03% | +501+18.1% | Added |
| Brooktree Capital Management | 3,274 | $426.6K | 0.33% | −5,648−63.3% | Reduced |
| Mayfair Advisory Group, LLC | 3,078 | $427.0K | 0.46% | −50−1.6% | Reduced |
| Full Sail Capital, LLC | 3,280 | $427.4K | 0.04% | −132−3.9% | Reduced |
| Dimension Capital Management LLC | 3,282 | $427.7K | 0.10% | −697−17.5% | Reduced |
| Wealthstream Advisors, Inc. | 3,289 | $428.6K | 0.26% | −38−1.1% | Reduced |
| WNY Asset Management, LLC | 3,292 | $428.9K | 0.10% | −341−9.4% | Reduced |
| Lockerman Financial Group, Inc. | 3,296 | $429.5K | 1.18% | +42+1.3% | Added |
| Ofi Invest Asset Management | 56,046,201 | $430.1K | 2.22% | +56,046,201 | New |
| Inspirion Wealth Advisors, LLC | 3,307 | $430.9K | 0.09% | +252+8.2% | Added |
| Milestone Investment Advisors LLC | 3,308 | $431.1K | 0.13% | +3,308 | New |
| Pine Haven Investment Counsel, Inc | 3,311 | $431.5K | 0.45% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 3,314 | $431.8K | 0.06% | +2+0.1% | Added |
| Holland Advisory Services, Inc. | 3,321 | $432.8K | 0.51% | 00.0% | Unchanged |
| Columbus Macro, LLC | 3,161 | $434.0K | 0.16% | +181+6.1% | Added |
| Youngs Advisory Group, Inc. | 3,338 | $435.0K | 0.24% | +2+0.1% | Added |
| Shelton Wealth Management, LLC | 3,350 | $436.5K | 0.35% | −136−3.9% | Reduced |
| Marathon Trading Investment Management LLC | 3,364 | $438.4K | 0.21% | −1,625−32.6% | Reduced |
| Mach-1 Financial Group, Inc. | 3,602 | $438.9K | 2.79% | +286+8.6% | Added |
| Opal Wealth Advisors, LLC | 3,373 | $439.5K | 0.26% | +371+12.4% | Added |
| Raub Brock Capital Management LP | 3,375 | $439.8K | 0.08% | −404−10.7% | Reduced |
| Koss-Olinger Consulting, LLC | 3,377 | $440.0K | 0.05% | +100+3.1% | Added |
| Borer Denton & Associates, Inc. | 3,381 | $440.6K | 0.18% | +35+1.0% | Added |
| EP Wealth Advisors, LLC | 8,467 | $442.9K | 0.01% | −576,115−98.6% | Reduced |
| Prosperity Wealth Management, Inc. | 3,410 | $444.3K | 0.36% | +29+0.9% | Added |
| Total Investment Management Inc | 3,413 | $444.7K | 0.08% | +24+0.7% | Added |
| Forefront Analytics, LLC | 3,414 | $444.9K | 0.23% | +24+0.7% | Added |
| Independent Family Office, LLC | 3,422 | $445.9K | 0.26% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,424 | $446.1K | 0.12% | +23+0.7% | Added |
| Cutter & CO Brokerage, Inc. | 3,439 | $448.1K | 0.14% | +248+7.8% | Added |
| Murphy Pohlad Asset Management LLC | 3,440 | $448.3K | 0.19% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 3,443 | $448.7K | 0.19% | +184+5.6% | Added |
| Cedrus LLC | 3,453 | $450.0K | 0.32% | +27+0.8% | Added |
| Meridian Financial, LLC | 3,455 | $450.2K | 0.44% | −470−12.0% | Reduced |
| Pasadena Private Wealth, LLC | 3,458 | $450.6K | 0.13% | +2+0.1% | Added |
| Cascade Investment Advisors, Inc. | 3,463 | $451.3K | 0.36% | +50+1.5% | Added |
| HTG Investment Advisors, Inc. | 3,465 | $451.5K | 0.41% | −21−0.6% | Reduced |
| Teza Capital Management LLC | 3,466 | $451.7K | 0.10% | +3,466 | New |
| Meridian Wealth Partners, LLC | 3,468 | $452.0K | 0.10% | +379+12.3% | Added |
| Keb Asset Management, LLC | 3,472 | $452.4K | 0.20% | +68+2.0% | Added |
| Capital Advisors Wealth Management, LLC | 3,476 | $453.0K | 0.13% | −66−1.9% | Reduced |
| 1776 Wealth LLC | 3,477 | $453.0K | 0.27% | +542+18.5% | Added |
| Albert D Mason Inc | 3,485 | $454.0K | 0.31% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,484 | $454.0K | 0.12% | +193+5.9% | Added |
| ML & R Wealth Management LLC | 3,488 | $454.5K | 0.12% | +3,488 | New |
| CSS LLC | 3,500 | $456.1K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,518 | $458.5K | 0.18% | −158−4.3% | Reduced |
| Barings LLC | 3,524 | $459.2K | 0.02% | +365+11.6% | Added |
| Childress Capital Advisors, LLC | 3,534 | $460.5K | 0.20% | −6,331−64.2% | Reduced |
| Kathmere Capital Management, LLC | 3,534 | $460.6K | 0.08% | +492+16.2% | Added |
| Investment Advisory Group, LLC | 3,543 | $461.7K | 0.27% | −34−1.0% | Reduced |
| Montis Financial, LLC | 3,545 | $462.0K | 0.36% | −53−1.5% | Reduced |
| Fortis Group Advisors, LLC | 3,343 | $462.1K | 0.14% | +3,343 | New |
| Fuller & Thaler Asset Management, Inc. | 3,551 | $462.7K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 3,575 | $465.9K | 0.33% | −4,773−57.2% | Reduced |
| Garden State Investment Advisory Services LLC | 3,593 | $468.1K | 0.24% | +140+4.1% | Added |
| Kenfarb & Co. | 3,592 | $468.1K | 0.42% | 00.0% | Unchanged |
| Parkside Investments, LLC | 3,593 | $468.2K | 0.09% | +326+10.0% | Added |