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
- 3,613
- +55 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
- 191
- 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 |
|---|---|---|---|---|---|
| Alan B. Lancz & Associates, Inc. | 4,233 | $551.6K | 0.57% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,244 | $553.0K | 0.50% | −201−4.5% | Reduced |
| New Vernon Investment Management LLC | 4,253 | $554.2K | 1.14% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 4,253 | $554.3K | 0.70% | +1,501+54.5% | Added |
| Sax Wealth Advisors, LLC | 4,270 | $556.4K | 0.12% | −130−3.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,276 | $557.2K | 0.19% | +358+9.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,279 | $558.3K | 0.04% | +2,023+62.1% | Added |
| Avalon Trust Co | 4,285 | $558.4K | 0.06% | +4,285 | New |
| Shulman DeMeo Asset Management LLC | 4,289 | $558.9K | 0.18% | +12+0.3% | Added |
| Hedges Asset Management LLC | 4,300 | $560.3K | 0.48% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,303 | $561.0K | 0.39% | −12−0.3% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $561.6K | 0.33% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 4,323 | $563.3K | 0.51% | +1,233+39.9% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,323 | $563.3K | 0.22% | +369+9.3% | Added |
| Asset Allocation & Management Company, LLC | 4,327 | $564.0K | 0.23% | 00.0% | Unchanged |
| Family Firm, Inc. | 4,330 | $564.2K | 0.16% | +40+0.9% | Added |
| Eldridge Investment Advisors, Inc. | 4,339 | $565.0K | 0.20% | −54−1.2% | Reduced |
| Carr Financial Group Corp | 4,341 | $565.6K | 0.25% | +199+4.8% | Added |
| Day & Ennis, LLC | 4,343 | $566.0K | 0.21% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 4,348 | $566.6K | 0.14% | +434+11.1% | Added |
| Wimmer Associates 1, LLC | 4,205 | $568.6K | 0.36% | −14−0.3% | Reduced |
| First National Corp | 4,364 | $568.7K | 0.14% | +3+0.1% | Added |
| Phocas Financial Corp. | 4,371 | $569.6K | 0.08% | −1,785−29.0% | Reduced |
| California First Leasing Corp | 4,380 | $570.8K | 0.38% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,388 | $571.8K | 0.09% | −243−5.2% | Reduced |
| Quantum Financial Advisors, LLC | 4,391 | $572.2K | 0.18% | +37+0.8% | Added |
| Weinberger Asset Management, Inc | 4,395 | $572.7K | 0.33% | +219+5.2% | Added |
| Pure Financial Advisors, Inc. | 4,410 | $574.7K | 0.03% | +797+22.1% | Added |
| Insight Advisors, LLC | 4,414 | $575.2K | 0.14% | −590−11.8% | Reduced |
| Engrave Wealth Partners LLC | 4,183 | $575.9K | 0.19% | −53−1.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 4,426 | $576.8K | 1.06% | +20.0% | Added |
| Planning Center, Inc. | 4,476 | $577.4K | 0.16% | +13+0.3% | Added |
| Goldstein Advisors, LLC | 4,433 | $577.7K | 0.13% | +562+14.5% | Added |
| Arkansas Financial Group, Inc. | 4,444 | $579.1K | 0.12% | −269−5.7% | Reduced |
| First Pacific Advisors, LP | 4,450 | $579.9K | 0.01% | −2,550−36.4% | Reduced |
| Baron Wealth Management LLC | 4,476 | $583.3K | 0.41% | +285+6.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,479 | $583.7K | 0.26% | +48+1.1% | Added |
| Retirement Income Solutions, Inc | 4,490 | $585.1K | 0.17% | +238+5.6% | Added |
| Fortis Capital Advisors, LLC | 4,496 | $585.9K | 0.31% | −313−6.5% | Reduced |
| NFP Retirement, Inc. | 4,499 | $586.3K | 0.12% | +1,507+50.4% | Added |
| Curated Wealth Partners LLC | 4,513 | $588.1K | 0.13% | −54−1.2% | Reduced |
| Marshall Financial Group Inc | 4,515 | $588.4K | 0.24% | +15+0.3% | Added |
| Sovereign Financial Group, Inc. | 4,521 | $589.1K | 0.22% | −21−0.5% | Reduced |
| Clear Street Markets LLC | 4,531 | $590.0K | 0.16% | −10,264−69.4% | Reduced |
| Jag Capital Management, LLC | 4,536 | $591.1K | 0.08% | +2,042+81.9% | Added |
| Merrion Investment Management Co, LLC | 4,544 | $592.1K | 0.57% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 4,547 | $592.5K | 0.30% | +46+1.0% | Added |
| Insight 2811, Inc. | 4,549 | $592.8K | 0.37% | −84−1.8% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 4,568 | $595.3K | 0.21% | −121,401−96.4% | Reduced |
| Matisse Capital | 4,581 | $597.0K | 0.39% | +4,581 | New |
| ERTS Wealth Advisors, LLC | 4,582 | $597.0K | 0.14% | −271−5.6% | Reduced |
| Market Street Wealth Management Advisors LLC | 4,582 | $597.1K | 0.16% | +2,514+121.6% | Added |
| Cohen & Steers, Inc. | 4,590 | $598.0K | 0.00% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 4,589 | $598.0K | 0.61% | −3,228−41.3% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,592 | $598.4K | 0.45% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,598 | $599.1K | 0.09% | +170+3.8% | Added |
| Sutton Place Investors LLC | 4,603 | $599.8K | 0.81% | +39+0.9% | Added |
| ABLE Financial Group, LLC | 4,608 | $600.5K | 0.39% | +4,608 | New |
| Wakefield Asset Management LLLP | 4,628 | $603.1K | 0.25% | +4,628 | New |
| Private Wealth Strategies, L.L.C. | 4,632 | $603.5K | 0.15% | +158+3.5% | Added |
| James J. Burns & Company, LLC | 4,628 | $604.0K | 0.16% | +1,116+31.8% | Added |
| Cardinal Strategic Wealth Guidance | 4,658 | $604.5K | 0.28% | −355−7.1% | Reduced |
| Axim Planning & Wealth | 4,647 | $605.6K | 0.60% | +144+3.2% | Added |
| Davidson Investment Advisors | 4,648 | $605.7K | 0.04% | −540−10.4% | Reduced |
| Community Capital Management, Inc. | 4,650 | $605.9K | 0.80% | +4,650 | New |
| Red Wave Investments LLC | 4,654 | $606.5K | 0.25% | −200−4.1% | Reduced |
| Alps Advisors Inc | 4,659 | $607.1K | 0.01% | −4,661−50.0% | Reduced |
| Forum Private Client Group LLC | 4,667 | $608.1K | 0.38% | −246−5.0% | Reduced |
| Diamant Asset Management, Inc. | 4,671 | $608.7K | 0.50% | 00.0% | Unchanged |
| Fca Corp | 4,677 | $609.5K | 0.23% | +2,577+122.7% | Added |
| Requisite Capital Management, LLC | 4,688 | $610.9K | 0.19% | −795−14.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,690 | $611.2K | 0.29% | +4,690 | New |
| Ullmann Financial Group, Inc. | 4,691 | $611.3K | 0.14% | +190+4.2% | Added |
| TriaGen Wealth Management LLC | 4,698 | $612.2K | 0.31% | +95+2.1% | Added |
| Howard Financial Services, Ltd. | 4,698 | $612.2K | 0.15% | +362+8.3% | Added |
| Ninepoint Partners LP | 4,721 | $615.2K | 0.08% | +837+21.5% | Added |
| GenWealth Group, Inc. | 4,729 | $616.2K | 0.19% | 00.0% | Unchanged |
| Jacobs & Co | 4,746 | $618.0K | 0.08% | −866−15.4% | Reduced |
| Horizon Wealth Management, LLC | 4,746 | $618.4K | 0.46% | +1,160+32.3% | Added |
| Flagstone Financial Management | 4,752 | $619.2K | 0.31% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 4,766 | $621.1K | 0.52% | +2,230+87.9% | Added |
| Silicon Valley Capital Partners | 4,769 | $621.5K | 0.13% | +372+8.5% | Added |
| Paladin Advisory Group, LLC | 4,770 | $621.6K | 0.52% | +4,770 | New |
| Reston Wealth Management LLC | 4,795 | $624.8K | 0.33% | −51−1.1% | Reduced |
| Concorde Asset Management, LLC | 4,353 | $630.4K | 0.75% | −755−14.8% | Reduced |
| Maltin Wealth Management, Inc. | 4,841 | $630.8K | 0.45% | +26+0.5% | Added |
| Wayfinding Financial, LLC | 4,851 | $632.0K | 0.48% | +1,325+37.6% | Added |
| Great Diamond Partners, LLC | 4,863 | $633.7K | 0.18% | +425+9.6% | Added |
| Aprio Wealth Management, LLC | 4,864 | $633.8K | 0.20% | +1,047+27.4% | Added |
| Sweet Financial Partners, LLC | 4,870 | $634.6K | 0.18% | −260−5.1% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,877 | $635.5K | 0.21% | +211+4.5% | Added |
| Wendell David Associates Inc | 4,879 | $636.0K | 0.08% | −362−6.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,898 | $638.3K | 0.39% | +28+0.6% | Added |
| Humankind Investments LLC | 4,900 | $638.5K | 0.27% | −311−6.0% | Reduced |
| Lebenthal Global Advisors, LLC | 4,901 | $638.6K | 0.20% | +104+2.2% | Added |
| Vigilare Wealth Management | 4,902 | $638.8K | 0.36% | −634−11.5% | Reduced |
| True Capital Management | 4,912 | $640.1K | 0.44% | +624+14.6% | Added |
| HBW Advisory Services LLC | 4,919 | $641.0K | 0.16% | −598−10.8% | Reduced |
| Joule Financial, LLC | 4,928 | $642.1K | 0.34% | −107−2.1% | Reduced |
| Schear Investment Advisers, LLC | 4,945 | $644.4K | 0.77% | −17−0.3% | Reduced |