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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| CJM Wealth Advisers, Ltd. | 4,946 | $644.5K | 0.37% | +3+0.1% | Added |
| Landaas & Co | 4,950 | $645.0K | 0.31% | +4+0.1% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $645.0K | 0.37% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 4,953 | $645.4K | 0.24% | −1,061−17.6% | Reduced |
| Taylor Hoffman Wealth Management | 4,954 | $645.6K | 0.35% | +108+2.2% | Added |
| One River Asset Management, LLC | 5,002 | $645.8K | 0.48% | +2,337+87.7% | Added |
| Alliance Wealth Advisors, LLC | 4,967 | $647.3K | 0.49% | +136+2.8% | Added |
| Integral Investment Advisors, Inc. | 4,987 | $649.9K | 0.46% | −395−7.3% | Reduced |
| Lee Financial Co | 4,993 | $650.7K | 0.11% | +88+1.8% | Added |
| Sandy Cove Advisors, LLC | 4,997 | $651.2K | 0.47% | 00.0% | Unchanged |
| Black Swift Group, LLC | 15,000 | $651.5K | 0.23% | −10,000−40.0% | Reduced |
| JBF Capital, Inc. | 5,000 | $651.5K | 0.15% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,000 | $651.5K | 0.67% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 5,003 | $651.9K | 0.50% | +59+1.2% | Added |
| Eagle Harbor Asset Management Inc | 5,020 | $654.2K | 0.89% | +111+2.3% | Added |
| Tranquilli Financial Advisor LLC | 5,024 | $654.7K | 0.49% | +254+5.3% | Added |
| Seelaus Asset Management LLC | 4,629 | $655.0K | 0.49% | +2,996+183.5% | Added |
| Rappaport Reiches Capital Management, LLC | 5,035 | $656.1K | 0.29% | −3,448−40.6% | Reduced |
| Aua Capital Management, LLC | 5,042 | $657.0K | 0.44% | 00.0% | Unchanged |
| Diligent Investors, LLC | 5,050 | $658.1K | 0.20% | +593+13.3% | Added |
| Oxler Private Wealth LLC | 5,054 | $658.3K | 0.33% | −3,104−38.0% | Reduced |
| Campion Asset Management LLC | 5,065 | $660.0K | 0.62% | +241+5.0% | Added |
| Future Financial Wealth Managment LLC | 5,101 | $663.9K | 0.73% | −15−0.3% | Reduced |
| Retirement Planning Group | 5,118 | $667.0K | 0.07% | +124+2.5% | Added |
| West Bancorporation Inc | 5,124 | $667.7K | 0.51% | −487−8.7% | Reduced |
| Financial Partners Group, Inc | 5,127 | $668.2K | 0.15% | −62−1.2% | Reduced |
| Capital Management Associates | 5,132 | $668.8K | 1.02% | −3,371−39.6% | Reduced |
| Benedetti & Gucer, Inc. | 5,176 | $674.0K | 0.39% | +5,176 | New |
| Tortoise Investment Management, LLC | 5,189 | $676.2K | 0.11% | +10.0% | Added |
| Drake & Associates, LLC | 5,194 | $676.9K | 0.33% | +1,784+52.3% | Added |
| Signature Estate & Investment Advisors LLC | 5,203 | $677.0K | 0.02% | +156+3.1% | Added |
| Perritt Capital Management Inc | 5,198 | $677.4K | 0.38% | −202−3.7% | Reduced |
| Belmont Capital, LLC | 5,204 | $678.2K | 0.56% | 00.0% | Unchanged |
| Rational Advisors LLC | 5,206 | $678.4K | 0.06% | +692+15.3% | Added |
| Michael B. Yongue | 5,228 | $681.3K | 0.65% | −310−5.6% | Reduced |
| LVZ Advisors, Inc. | 5,230 | $681.5K | 0.10% | +484+10.2% | Added |
| Westside Investment Management, Inc. | 5,229 | $682.2K | 0.20% | +100+1.9% | Added |
| Tributary Capital Management, LLC | 5,242 | $683.1K | 0.06% | −100−1.9% | Reduced |
| Alliance Wealth Management Group | 5,242 | $683.1K | 0.23% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 5,094 | $683.1K | 0.68% | 00.0% | Unchanged |
| Versor Investments LP | 5,274 | $687.3K | 0.09% | −515−8.9% | Reduced |
| Eaton Financial Holdings Company, LLC | 5,280 | $688.0K | 0.54% | −426−7.5% | Reduced |
| Gordian Capital Singapore Pte Ltd | 5,278 | $688.0K | 1.17% | −739−12.3% | Reduced |
| Menard Financial Group LLC | 5,281 | $688.2K | 1.59% | −388−6.8% | Reduced |
| Ssi Investment Management LLC | 5,284 | $688.6K | 0.05% | −5,163−49.4% | Reduced |
| Rede Wealth, LLC | 5,288 | $689.1K | 0.36% | +20.0% | Added |
| F/M Investments LLC | 5,289 | $689.2K | 0.70% | −12,425−70.1% | Reduced |
| McNaughton Wealth Management, LLC | 5,294 | $689.9K | 0.46% | −148−2.7% | Reduced |
| St. Clair Advisors, LLC | 5,301 | $690.8K | 0.30% | +3,000+130.4% | Added |
| Westwood Management Corp | 5,300 | $691.0K | 0.09% | −960−15.3% | Reduced |
| Silver Oak Securities, Inc | 5,303 | $691.0K | 0.11% | −377−6.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,304 | $691.1K | 0.14% | +5,304 | New |
| Spartan Fund Management Inc. | 5,312 | $692.2K | 0.32% | +1,000+23.2% | Added |
| Cidel Asset Management Inc | 5,323 | $693.6K | 0.03% | +53+1.0% | Added |
| Buttonwood Financial Advisors Inc. | 5,344 | $696.4K | 0.54% | +10.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 5,347 | $696.7K | 0.36% | +5,347 | New |
| Callan Family Office, LLC | 5,347 | $696.8K | 0.17% | +3,153+143.7% | Added |
| Delta Investment Management, LLC | 5,347 | $696.8K | 0.20% | −121−2.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 5,352 | $697.0K | 0.01% | −1,505−21.9% | Reduced |
| Copperwynd Financial, LLC | 5,362 | $698.8K | 0.36% | −14,933−73.6% | Reduced |
| Carlson Capital Management | 5,371 | $699.9K | 0.05% | +20+0.4% | Added |
| Strong Tower Advisory Services | 5,380 | $701.2K | 0.37% | +231+4.5% | Added |
| Wilkins Investment Counsel Inc | 5,398 | $703.0K | 0.18% | −100−1.8% | Reduced |
| Port Capital LLC | 5,406 | $704.0K | 0.05% | −1,119−17.1% | Reduced |
| Eagle Strategies LLC | 5,420 | $706.4K | 0.18% | +62+1.2% | Added |
| Investment House LLC | 5,426 | $707.1K | 0.06% | +241+4.6% | Added |
| Crumly & Associates Inc. | 5,432 | $707.9K | 0.31% | +662+13.9% | Added |
| Interchange Capital Partners, LLC | 5,477 | $708.2K | 0.39% | +5,477 | New |
| Werba Rubin Papier Wealth Management | 5,437 | $708.5K | 0.28% | +267+5.2% | Added |
| High Falls Advisors, Inc | 5,440 | $708.9K | 0.21% | +90+1.7% | Added |
| Grant Street Asset Management, Inc. | 5,446 | $709.7K | 0.29% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,455 | $710.8K | 0.19% | +33+0.6% | Added |
| Firestone Capital Management | 5,463 | $711.9K | 0.26% | +2,000+57.8% | Added |
| E Fund Management Co., Ltd. | 5,464 | $712.0K | 0.05% | −215−3.8% | Reduced |
| Triumph Capital Management | 5,497 | $716.3K | 0.37% | +1,142+26.2% | Added |
| Financial Consulate, Inc | 5,503 | $717.1K | 0.25% | +334+6.5% | Added |
| Bellevue Asset Management, LLC | 5,504 | $717.3K | 0.49% | −72−1.3% | Reduced |
| Credential Qtrade Securities Inc. | 5,513 | $718.4K | 0.05% | +2,265+69.7% | Added |
| Bay Rivers Group | 5,524 | $719.8K | 0.63% | +360+7.0% | Added |
| Trust Co of Oklahoma | 5,536 | $721.4K | 0.28% | +98+1.8% | Added |
| Allie Family Office LLC | 5,541 | $722.0K | 0.54% | 00.0% | Unchanged |
| Great Point Wealth Advisors, LLC | 5,551 | $723.3K | 0.23% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,556 | $724.0K | 0.08% | −56−1.0% | Reduced |
| Hoey Investments, Inc | 5,570 | $725.8K | 0.29% | +2,587+86.7% | Added |
| Eagle Bay Advisors LLC | 5,575 | $726.4K | 0.40% | −703−11.2% | Reduced |
| Moller Financial Services | 5,576 | $726.6K | 0.22% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 5,578 | $726.9K | 0.15% | −40−0.7% | Reduced |
| Crewe Advisors LLC | 5,583 | $727.5K | 0.11% | −401−6.7% | Reduced |
| KLR Investment Advisors, LLC | 5,590 | $728.4K | 0.64% | +506+10.0% | Added |
| Southland Equity Partners LLC | 5,600 | $729.7K | 0.29% | +77+1.4% | Added |
| Hamilton Capital, LLC | 5,603 | $730.1K | 0.05% | −1,008−15.2% | Reduced |
| Sandbox Financial Partners, LLC | 5,611 | $731.1K | 0.44% | +89+1.6% | Added |
| Burt Wealth Advisors | 5,614 | $731.6K | 0.23% | +43+0.8% | Added |
| 5th Street Advisors, LLC | 5,633 | $734.0K | 0.57% | +41+0.7% | Added |
| Capital City Trust Co | 5,639 | $734.8K | 0.23% | +879+18.5% | Added |
| PBMares Wealth Management LLC | 5,657 | $737.2K | 0.27% | +50+0.9% | Added |
| Vision Capital Management, Inc. | 5,673 | $739.2K | 0.13% | −273−4.6% | Reduced |
| Alpha Family Trust | 5,675 | $739.5K | 0.59% | −335−5.6% | Reduced |
| Kennedy Investment Group | 5,676 | $739.7K | 0.45% | +724+14.6% | Added |
| Powers Advisory Group, LLC | 5,686 | $741.0K | 0.52% | −77−1.3% | Reduced |