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; 5,158 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
- +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
- 1,651 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 74,470 | $9.70M | 2.37% | +2,872+4.0% | Added |
| North Star Asset Management Inc | 74,233 | $9.67M | 0.57% | +12,601+20.4% | Added |
| Altrafin AG | 74,174 | $9.67M | 4.75% | +4,053+5.8% | Added |
| Vestor Capital, LLC | 73,872 | $9.63M | 1.13% | +20,133+37.5% | Added |
| Gyroscope Capital Management Group, LLC | 73,852 | $9.62M | 2.45% | +3,317+4.7% | Added |
| WoodTrust Financial Corp | 73,822 | $9.62M | 1.87% | +1,215+1.7% | Added |
| Perigon Wealth Management, LLC | 73,788 | $9.62M | 0.55% | +1,643+2.3% | Added |
| Spinnaker Trust | 73,513 | $9.58M | 0.73% | +894+1.2% | Added |
| Beach Investment Counsel Inc | 73,384 | $9.56M | 1.27% | −12,536−14.6% | Reduced |
| Alyeska Investment Group, L.P. | 73,317 | $9.55M | 0.08% | −283,651−79.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 72,989 | $9.51M | 0.87% | +5,161+7.6% | Added |
| Legacy Private Trust Co. | 72,986 | $9.51M | 0.81% | +574+0.8% | Added |
| Cohen Klingenstein LLC | 72,700 | $9.47M | 0.44% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 72,613 | $9.46M | 1.69% | +442+0.6% | Added |
| Meiji Yasuda Life Insurance Co | 72,047 | $9.39M | 0.18% | +6,844+10.5% | Added |
| Ally Financial Inc. | 72,000 | $9.38M | 1.39% | −39,000−35.1% | Reduced |
| JCIC Asset Management Inc. | 71,906 | $9.37M | 4.36% | +1,243+1.8% | Added |
| Twin Capital Management Inc | 71,828 | $9.36M | 1.28% | −8,424−10.5% | Reduced |
| Griffin Asset Management, Inc. | 71,826 | $9.36M | 1.31% | +2,334+3.4% | Added |
| Caldwell Trust Co | 71,309 | $9.29M | 1.29% | −2,196−3.0% | Reduced |
| Northern Oak Wealth Management Inc | 71,286 | $9.29M | 1.11% | +2,082+3.0% | Added |
| Tompkins Financial Corp | 71,241 | $9.28M | 1.51% | −65−0.1% | Reduced |
| Quantinno Capital Management LP | 71,224 | $9.28M | 0.61% | +4,757+7.2% | Added |
| Greenwood Capital Associates LLC | 71,176 | $9.27M | 1.33% | +300.0% | Added |
| Bank of Nova Scotia Trust Co | 70,904 | $9.24M | 1.02% | −99,384−58.4% | Reduced |
| Allied Investment Advisors, LLC | 70,883 | $9.24M | 2.86% | +1,436+2.1% | Added |
| Gladstone Institutional Advisory LLC | 70,491 | $9.19M | 0.59% | +12,206+20.9% | Added |
| Woodstock Corp | 70,489 | $9.19M | 1.17% | +56+0.1% | Added |
| Pettee Investors, Inc. | 70,407 | $9.17M | 4.40% | −172−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 70,342 | $9.17M | 0.96% | −3,745−5.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 70,146 | $9.14M | 0.29% | +1,927+2.8% | Added |
| Wellington Shields Capital Management, LLC | 173,364 | $9.11M | 1.10% | −6,294−3.5% | Reduced |
| Buckley Wealth Management, LLC | 69,768 | $9.09M | 3.35% | −2,801−3.9% | Reduced |
| Vestcor Inc | 69,301 | $9.03M | 0.33% | −267−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 69,203 | $9.02M | 1.01% | −755−1.1% | Reduced |
| Freemont Management S.A. | 69,100 | $9.00M | 1.33% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 69,075 | $9.00M | 2.06% | +1,583+2.3% | Added |
| Pettyjohn, Wood & White, Inc | 68,880 | $8.98M | 2.19% | +602+0.9% | Added |
| Xcel Wealth Management, LLC | 68,838 | $8.97M | 3.16% | −199−0.3% | Reduced |
| Boston Financial Mangement LLC | 68,700 | $8.95M | 0.35% | +3,866+6.0% | Added |
| Heritage Trust Co | 68,344 | $8.91M | 1.40% | +139+0.2% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 69,141 | $8.90M | 0.72% | −65,749−48.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 67,864 | $8.84M | 1.37% | −516−0.8% | Reduced |
| Ropes Wealth Advisors LLC | 67,670 | $8.82M | 1.59% | +3,724+5.8% | Added |
| Oak Harvest Investment Services | 67,650 | $8.82M | 2.03% | +4,070+6.4% | Added |
| Journey Advisory Group, LLC | 67,566 | $8.80M | 1.39% | +4,879+7.8% | Added |
| DuPont Capital Management Corp | 67,448 | $8.79M | 0.42% | +18,562+38.0% | Added |
| Ar Asset Management Inc | 67,431 | $8.79M | 2.37% | −100−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 67,069 | $8.74M | 1.86% | +1,544+2.4% | Added |
| Barbara Oil Co. | 67,000 | $8.73M | 4.18% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 66,387 | $8.65M | 1.00% | −385−0.6% | Reduced |
| Invictus Private Wealth, LLC | 66,140 | $8.62M | 1.01% | −1,118−1.7% | Reduced |
| One Capital Management, LLC | 65,961 | $8.60M | 0.42% | +3,576+5.7% | Added |
| Farmers National Bank | 65,907 | $8.59M | 3.04% | +1,288+2.0% | Added |
| Dynamic Advisor Solutions LLC | 65,809 | $8.58M | 0.50% | +652+1.0% | Added |
| Camden Capital, LLC | 65,754 | $8.57M | 1.27% | −213−0.3% | Reduced |
| Visionary Wealth Advisors | 65,716 | $8.56M | 0.73% | −1,102−1.6% | Reduced |
| Strategic Wealth Designers | 65,579 | $8.55M | 1.58% | +6,943+11.8% | Added |
| Global Retirement Partners, LLC | 62,708 | $8.53M | 0.45% | +14,184+29.2% | Added |
| Cypress Capital Group | 65,255 | $8.50M | 1.31% | −9,644−12.9% | Reduced |
| Dorchester Wealth Management Co | 65,219 | $8.50M | 1.75% | +8,334+14.7% | Added |
| Discovery Capital Management, LLC | 65,200 | $8.50M | 1.15% | +65,200 | New |
| Bank of Hawaii | 65,083 | $8.48M | 0.49% | +5,774+9.7% | Added |
| Hills Bank & Trust Co | 64,962 | $8.47M | 1.17% | +1,433+2.3% | Added |
| Skylands Capital, LLC | 64,850 | $8.45M | 1.24% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 64,670 | $8.43M | 1.05% | −50.0% | Reduced |
| Hyperion Capital Advisors LP | 64,624 | $8.42M | 4.05% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 64,610 | $8.42M | 0.93% | −687−1.1% | Reduced |
| Constitution Capital LLC | 64,557 | $8.41M | 5.10% | −18,776−22.5% | Reduced |
| Naples Global Advisors, LLC | 64,194 | $8.37M | 1.04% | +1,107+1.8% | Added |
| Intact Investment Management Inc. | 64,100 | $8.35M | 0.34% | −21,000−24.7% | Reduced |
| Chemung Canal Trust Co | 64,087 | $8.35M | 1.92% | +29,158+83.5% | Added |
| Wells Trecaso Financial Group, LLC | 64,054 | $8.35M | 3.86% | +827+1.3% | Added |
| BKD Wealth Advisors, LLC | 63,939 | $8.33M | 0.27% | +630+1.0% | Added |
| Live Oak Private Wealth LLC | 63,906 | $8.33M | 1.72% | +3,897+6.5% | Added |
| Ashton Thomas Private Wealth, LLC | 63,869 | $8.32M | 0.73% | −3,049−4.6% | Reduced |
| Davis-Rea Ltd. | 63,723 | $8.30M | 5.01% | −1,453−2.2% | Reduced |
| Meritage Portfolio Management | 63,665 | $8.30M | 0.62% | +12,238+23.8% | Added |
| Princeton Global Asset Management LLC | 63,597 | $8.29M | 2.39% | +6,401+11.2% | Added |
| Hoertkorn Richard Charles | 63,423 | $8.26M | 4.27% | −400−0.6% | Reduced |
| Boston Family Office LLC | 63,415 | $8.26M | 0.66% | −7,208−10.2% | Reduced |
| Inlet Private Wealth, LLC | 63,206 | $8.24M | 2.14% | −447−0.7% | Reduced |
| Bridgecreek Investment Management, LLC | 63,190 | $8.23M | 1.70% | −800−1.3% | Reduced |
| Fagan Associates, Inc. | 63,155 | $8.23M | 2.05% | −951−1.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 61,215 | $8.21M | 0.15% | 00.0% | Unchanged |
| Caas Capital Management LP | 62,909 | $8.20M | 2.65% | +62,909 | New |
| Baldwin Brothers Inc | 62,749 | $8.18M | 0.71% | +824+1.3% | Added |
| Clough Capital Partners L P | 62,500 | $8.14M | 0.88% | 00.0% | Unchanged |
| Sara-Bay Financial | 62,486 | $8.14M | 4.16% | −2,453−3.8% | Reduced |
| Moody National Bank Trust Division | 62,476 | $8.14M | 0.70% | +461+0.7% | Added |
| Thoroughbred Financial Services, LLC | 62,425 | $8.13M | 1.20% | −247−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 62,401 | $8.13M | 0.26% | −1,203−1.9% | Reduced |
| Venator Management LLC | 62,310 | $8.12M | 3.35% | +535+0.9% | Added |
| Boyer & Corporon Wealth Management, LLC | 62,150 | $8.10M | 2.57% | +6,173+11.0% | Added |
| Alerus Financial NA | 61,941 | $8.07M | 0.72% | −749−1.2% | Reduced |
| Ballentine Partners, LLC | 61,808 | $8.05M | 0.20% | +2,104+3.5% | Added |
| Cypress Asset Management Inc | 61,802 | $8.05M | 2.78% | −842−1.3% | Reduced |
| Carmel Capital Management L.L.C. | 61,753 | $8.05M | 4.60% | +180+0.3% | Added |
| David Loasby | 63,129 | $8.05M | 0.93% | +21,295+50.9% | Added |
| Stratos Wealth Advisors, LLC | 61,744 | $8.05M | 0.62% | −2,628−4.1% | Reduced |