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 |
|---|---|---|---|---|---|
| Unionview, LLC | 3,593 | $468.2K | 0.44% | +40+1.1% | Added |
| BCJ Capital Management, LLC | 3,608 | $470.2K | 0.04% | −238−6.2% | Reduced |
| Jacobsen Capital Management | 3,618 | $471.4K | 0.25% | +3,618 | New |
| Avondale Wealth Management | 3,625 | $472.4K | 0.41% | +25+0.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,633 | $473.4K | 0.12% | +391+12.1% | Added |
| Ruggaard & Associates LLC | 3,635 | $473.7K | 0.29% | +3,635 | New |
| Rock Creek Group, LP | 3,637 | $473.9K | 0.06% | −4,045−52.7% | Reduced |
| Per Stirling Capital Management, LLC. | 3,643 | $474.8K | 0.10% | −905−19.9% | Reduced |
| Live Oak Investment Partners | – | $475.6K | 0.42% | – | – |
| Garde Capital, Inc. | 3,651 | $476.0K | 0.05% | −188−4.9% | Reduced |
| Cahaba Wealth Management, Inc. | 3,665 | $477.6K | 0.05% | −5−0.1% | Reduced |
| Dougherty Wealth Advisers LLC | 3,674 | $478.8K | 0.72% | 00.0% | Unchanged |
| Collective Family Office LLC | 3,675 | $478.9K | 0.20% | −1,369−27.1% | Reduced |
| Shilanski & Associates, Inc. | 3,760 | $479.8K | 0.22% | +2,092+125.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,694 | $481.4K | 0.09% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,697 | $481.7K | 0.25% | +149+4.2% | Added |
| High Pines Wealth Management, LLC | 3,698 | $481.9K | 0.80% | +9+0.2% | Added |
| OneAscent Financial Services LLC | 3,702 | $482.0K | 0.20% | +1,850+99.9% | Added |
| Nottingham Advisors, Inc. | 3,701 | $482.3K | 0.06% | −309−7.7% | Reduced |
| Financial Advisory Group | 3,706 | $482.9K | 0.10% | +630+20.5% | Added |
| IPG Investment Advisors LLC | 3,712 | $483.7K | 0.11% | −4,500−54.8% | Reduced |
| Hourglass Capital, LLC | 3,713 | $483.8K | 0.17% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 3,714 | $484.0K | 0.09% | −2,819−43.2% | Reduced |
| Merriman Wealth Management, LLC | 3,737 | $487.0K | 0.03% | −51−1.3% | Reduced |
| Santori & Peters | 3,748 | $488.4K | 0.26% | +13+0.3% | Added |
| S.A. Mason LLC | 3,756 | $489.4K | 0.36% | −155−4.0% | Reduced |
| Laraway Financial Inc | 3,773 | $491.7K | 0.50% | −300−7.4% | Reduced |
| Caliber Wealth Management, LLC | 3,779 | $492.4K | 0.37% | −11,770−75.7% | Reduced |
| Tillman Hartley LLC | 3,779 | $492.4K | 0.21% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 3,784 | $493.0K | 0.10% | 00.0% | Unchanged |
| Domani Wealth, LLC | 3,793 | $494.3K | 0.11% | +106+2.9% | Added |
| LCM Capital Management Inc | 3,800 | $495.2K | 0.43% | −23−0.6% | Reduced |
| Dempze Nancy E | 3,808 | $496.2K | 0.45% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,808 | $496.3K | 0.35% | +70+1.9% | Added |
| Coco Enterprises, LLC | 3,834 | $497.8K | 0.40% | +324+9.2% | Added |
| Sustainable Insight Capital Management, LLC | 3,824 | $498.3K | 0.50% | +800+26.5% | Added |
| Semus Wealth Partners LLC | 3,843 | $500.7K | 0.54% | +213+5.9% | Added |
| Yarger Wealth Strategies, LLC | 3,843 | $500.8K | 0.55% | +24+0.6% | Added |
| Algert Global LLC | 3,861 | $503.1K | 0.02% | 00.0% | Unchanged |
| Shapiro Capital Management LLC | 3,880 | $505.6K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 3,881 | $505.7K | 0.22% | +90+2.4% | Added |
| KilterHowling LLC | 3,884 | $506.1K | 0.49% | +463+13.5% | Added |
| Silverlake Wealth Management LLC | 3,886 | $506.4K | 0.31% | −179−4.4% | Reduced |
| Luts & Greenleigh Group, Inc | 3,892 | $507.2K | 0.64% | +553+16.6% | Added |
| Meridian Management Co | 3,894 | $507.4K | 0.17% | −29,980−88.5% | Reduced |
| LWMG, LLC | 3,895 | $507.5K | 0.16% | −42−1.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 3,897 | $507.8K | 0.25% | +902+30.1% | Added |
| Park Circle Co | 3,900 | $508.2K | 0.49% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 3,904 | $508.7K | 0.11% | +3,904 | New |
| Auto-Owners Insurance Co | 3,915 | $510.2K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,924 | $511.3K | 0.06% | −9−0.2% | Reduced |
| Atom Investors LP | 3,926 | $511.6K | 0.28% | +1,134+40.6% | Added |
| Tectonic Advisors LLC | 3,927 | $511.7K | 0.07% | +627+19.0% | Added |
| Paragon Capital Management Ltd | 3,929 | $512.0K | 0.12% | +4+0.1% | Added |
| Lumature Wealth Partners, LLC | 3,936 | $512.9K | 0.29% | −17−0.4% | Reduced |
| First Community Trust NA | 3,936 | $512.9K | 0.61% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,940 | $513.3K | 0.08% | +186+5.0% | Added |
| Heritage Investment Group, Inc. | 3,942 | $514.0K | 0.16% | −318−7.5% | Reduced |
| Westshore Wealth, LLC | 3,946 | $514.2K | 0.27% | +97+2.5% | Added |
| Pacific Center for Financial Services | 3,946 | $514.2K | 0.18% | +3,946 | New |
| Centric Wealth Management | 3,950 | $514.8K | 0.22% | +10+0.3% | Added |
| Alpha Financial Partners, LLC | 3,951 | $514.9K | 0.58% | −372−8.6% | Reduced |
| Sage Private Wealth Group, LLC | 3,953 | $515.2K | 0.59% | +316+8.7% | Added |
| Massachusetts Institute of Technology | 3,960 | $516.0K | 0.08% | +3,960 | New |
| Thomas Story & Son LLC | 3,965 | $517.0K | 0.25% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,972 | $517.6K | 0.12% | −1,370−25.6% | Reduced |
| Mascoma Wealth Management LLC | 3,745 | $517.8K | 0.15% | +569+17.9% | Added |
| Hassell Wealth Management, LLC | 3,764 | $518.2K | 0.38% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,980 | $518.6K | 0.14% | +10.0% | Added |
| Derbend Asset Management | 3,984 | $519.2K | 0.39% | −232−5.5% | Reduced |
| Ellsworth Advisors, LLC | 3,997 | $520.9K | 0.18% | +853+27.1% | Added |
| Stanley-Laman Group, Ltd. | 4,000 | $521.2K | 0.09% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 4,000 | $521.2K | 3.32% | +4,000 | New |
| Kaydan Wealth Management, Inc. | 4,006 | $522.0K | 0.21% | +61+1.5% | Added |
| Cranbrook Wealth Management, LLC | 4,015 | $523.2K | 0.15% | +1,180+41.6% | Added |
| Grey Street Capital, LLC | 4,034 | $525.6K | 0.37% | +4,034 | New |
| Sunburst Financial Group, LLC | 4,041 | $526.6K | 0.19% | −153−3.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,048 | $527.5K | 0.12% | +1,190+41.6% | Added |
| Financial Advisors, LLC | 4,056 | $528.5K | 0.13% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 4,062 | $529.3K | 0.22% | +126+3.2% | Added |
| Frank, Rimerman Advisors LLC | 4,076 | $531.1K | 0.15% | 00.0% | Unchanged |
| Bender Robert & Associates | 4,078 | $531.4K | 0.16% | −56−1.4% | Reduced |
| Harbor Group, Inc. | 4,087 | $532.6K | 0.32% | +405+11.0% | Added |
| Oberweis Asset Management Inc | 4,092 | $533.2K | 0.08% | +3+0.1% | Added |
| Northstar Group, Inc. | 4,105 | $535.0K | 0.14% | −10.0% | Reduced |
| Investmark Advisory Group LLC | 4,122 | $537.2K | 0.39% | −189−4.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 4,141 | $539.6K | 0.05% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 4,144 | $540.0K | 0.49% | +401+10.7% | Added |
| HC Advisors, LLC | 4,156 | $541.7K | 0.33% | +621+17.6% | Added |
| S. R. Schill & Associates | 4,159 | $541.9K | 0.25% | +11+0.3% | Added |
| CM Wealth Advisors LLC | 3,981 | $543.0K | 0.11% | +216+5.7% | Added |
| TrueWealth Advisors, LLC | 4,175 | $544.1K | 0.23% | +416+11.1% | Added |
| Astoria Portfolio Advisors LLC. | 4,237 | $544.2K | 0.23% | −384−8.3% | Reduced |
| Affinity Capital Advisors, LLC | 4,184 | $545.2K | 0.17% | −76−1.8% | Reduced |
| Aveo Capital Partners, LLC | 4,191 | $546.1K | 0.07% | +189+4.7% | Added |
| Cottonwood Capital Advisors, LLC | 4,193 | $546.4K | 0.50% | +5+0.1% | Added |
| VELA Investment Management, LLC | 4,193 | $546.4K | 0.25% | +881+26.6% | Added |
| Sterling Group Wealth Management, LLC | 4,204 | $547.8K | 0.52% | −76−1.8% | Reduced |
| Portland Global Advisors LLC | 4,214 | $549.0K | 0.09% | −1,359−24.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,233 | $551.6K | 0.57% | 00.0% | Unchanged |