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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 61,500 | $8.01M | 0.29% | +25,890+72.7% | Added |
| BancorpSouth Bank | 61,424 | $8.00M | 0.74% | −3,785−5.8% | Reduced |
| HGK Asset Management Inc | 61,267 | $7.98M | 2.48% | +8,333+15.7% | Added |
| Pioneer Trust Bank N A | 61,221 | $7.98M | 2.35% | −2,647−4.1% | Reduced |
| Camden National Bank | 61,196 | $7.97M | 1.62% | −2,632−4.1% | Reduced |
| Signaturefd, LLC | 61,156 | $7.97M | 0.22% | +3,057+5.3% | Added |
| Barometer Capital Management Inc. | 61,588 | $7.96M | 2.04% | +2,950+5.0% | Added |
| Chicago Capital, LLC | 61,068 | $7.96M | 0.40% | −942−1.5% | Reduced |
| IFP Advisors, Inc | 94,059 | $7.94M | 0.38% | −34,148−26.6% | Reduced |
| HighTower Trust Services, LTA | 59,106 | $7.90M | 0.77% | −4,758−7.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 60,612 | $7.90M | 1.08% | −2,339−3.7% | Reduced |
| Royal Fund Management, LLC | 60,470 | $7.88M | 1.19% | +928+1.6% | Added |
| Zuckerman Investment Group, LLC | 60,367 | $7.87M | 1.19% | +261+0.4% | Added |
| Plimoth Trust Co LLC | 60,102 | $7.83M | 2.43% | −719−1.2% | Reduced |
| Stolper Co | 60,042 | $7.82M | 3.35% | +382+0.6% | Added |
| Nwi Management LP | 60,000 | $7.82M | 1.24% | 00.0% | Unchanged |
| Lynch & Associates | 59,809 | $7.79M | 2.04% | +845+1.4% | Added |
| Fulcrum Capital LLC | 59,652 | $7.77M | 2.09% | +116+0.2% | Added |
| XML Financial, LLC | 59,388 | $7.74M | 0.94% | −823−1.4% | Reduced |
| Spire Wealth Management | 59,368 | $7.74M | 0.30% | +19,772+49.9% | Added |
| Terry L. Blaker | 59,239 | $7.72M | 0.69% | +5,324+9.9% | Added |
| Burney Co | 59,141 | $7.71M | 0.38% | +446+0.8% | Added |
| Pathstone Family Office, LLC | 60,703 | $7.69M | 0.12% | −50,899−45.6% | Reduced |
| Bard Financial Services, Inc. | 58,940 | $7.68M | 0.61% | +175+0.3% | Added |
| First Western Trust Bank | 58,822 | $7.67M | 0.40% | +2,194+3.9% | Added |
| Citizens Business Bank | 58,786 | $7.66M | 1.76% | −1,306−2.2% | Reduced |
| Wright Investors Service Inc | 58,677 | $7.65M | 2.17% | +3,814+7.0% | Added |
| Cary Street Partner Investment Advisory LLC | 58,591 | $7.63M | 0.55% | −865−1.5% | Reduced |
| Sowell Financial Services LLC | 58,568 | $7.63M | 0.59% | −10,833−15.6% | Reduced |
| Artemis Investment Management LLP | 58,636 | $7.62M | 0.09% | −9,066−13.4% | Reduced |
| Gotham Asset Management, LLC | 58,429 | $7.61M | 0.18% | −10,177−14.8% | Reduced |
| Boyar Asset Management Inc. | 58,115 | $7.57M | 5.84% | −71−0.1% | Reduced |
| Sumitomo Life Insurance Co | 58,015 | $7.56M | 0.64% | −866−1.5% | Reduced |
| Veriti Management LLC | 57,994 | $7.56M | 0.90% | +2,413+4.3% | Added |
| Perennial Advisors, LLC | 57,952 | $7.55M | 2.16% | −685−1.2% | Reduced |
| Hartford Financial Management Inc. | 57,929 | $7.55M | 1.95% | −678−1.2% | Reduced |
| Sigma Investment Counselors Inc | 57,773 | $7.53M | 0.58% | −2,398−4.0% | Reduced |
| Miracle Mile Advisors, LLC | 57,756 | $7.53M | 0.24% | +415+0.7% | Added |
| Douglass Winthrop Advisors, LLC | 57,601 | $7.51M | 0.19% | −1,390−2.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 57,563 | $7.50M | 2.85% | −2,062−3.5% | Reduced |
| Apriem Advisors | 57,526 | $7.50M | 1.20% | +76+0.1% | Added |
| Rocky Mountain Advisers, LLC | 57,440 | $7.49M | 3.99% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 57,330 | $7.47M | 0.41% | +35,420+161.7% | Added |
| Martin Capital Partners, LLC | 57,287 | $7.46M | 3.10% | +1,312+2.3% | Added |
| Paradiem, LLC | 57,266 | $7.46M | 2.32% | 00.0% | Unchanged |
| NatWest Group plc | 57,240 | $7.46M | 4.03% | +27,855+94.8% | Added |
| D L Carlson Investment Group Inc | 57,192 | $7.45M | 1.69% | −5,957−9.4% | Reduced |
| Mark Stevens | 57,079 | $7.44M | 0.95% | −3,226−5.3% | Reduced |
| Mengis Capital Management, Inc. | 57,065 | $7.44M | 1.57% | −80.0% | Reduced |
| Cyrus J. Lawrence, LLC | 57,044 | $7.43M | 2.16% | −90−0.2% | Reduced |
| Independent Investors Inc | 56,949 | $7.42M | 1.84% | 00.0% | Unchanged |
| Family Capital Trust Co | 56,721 | $7.39M | 2.86% | −229−0.4% | Reduced |
| Evexia Wealth LLC | 54,140 | $7.39M | 3.98% | +54,140 | New |
| Arrow Financial Corp | 56,674 | $7.39M | 0.96% | −847−1.5% | Reduced |
| Harvey Capital Management Inc | 56,652 | $7.38M | 2.91% | −600−1.0% | Reduced |
| Harrell Investment Partners, LLC | 56,574 | $7.38M | 2.63% | +3,616+6.8% | Added |
| Radnor Capital Management, LLC | 56,483 | $7.36M | 1.94% | +1,678+3.1% | Added |
| Sompo Asset Management Co., Ltd. | 56,400 | $7.35M | 1.55% | +1,260+2.3% | Added |
| Security Asset Management | 55,936 | $7.29M | 4.26% | −5,626−9.1% | Reduced |
| M&R Capital Management Inc | 55,909 | $7.28M | 2.04% | +440+0.8% | Added |
| Old Second National Bank of Aurora | 55,674 | $7.25M | 2.12% | −4,864−8.0% | Reduced |
| Soltis Investment Advisors LLC | 55,611 | $7.25M | 0.92% | +7,479+15.5% | Added |
| First Hawaiian Bank | 55,514 | $7.23M | 0.25% | +935+1.7% | Added |
| Pine Ridge Advisers LLC | 55,500 | $7.23M | 1.51% | 00.0% | Unchanged |
| Pentwater Capital Management LP | 55,500 | $7.23M | 0.12% | +30,000+117.6% | Added |
| Pittenger & Anderson Inc | 55,442 | $7.22M | 0.37% | +399+0.7% | Added |
| Investment Management of Virginia LLC | 55,268 | $7.20M | 1.37% | +869+1.6% | Added |
| EagleClaw Capital Managment, LLC | 55,227 | $7.20M | 1.70% | +1,715+3.2% | Added |
| Merit Financial Group, LLC | 55,146 | $7.19M | 0.26% | +1,464+2.7% | Added |
| FDx Advisors, Inc. | 53,587 | $7.19M | 0.31% | 00.0% | Unchanged |
| Cutler Group LP | 54,858 | $7.15M | 1.12% | −2,353−4.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 54,843 | $7.15M | 0.50% | +6,963+14.5% | Added |
| Ballast Advisors LLC | 54,748 | $7.13M | 2.85% | −367−0.7% | Reduced |
| Compass Wealth Management LLC | 54,627 | $7.12M | 2.26% | −120−0.2% | Reduced |
| Lakeview Capital Partners, LLC | 52,251 | $7.11M | 2.21% | +488+0.9% | Added |
| River Wealth Advisors LLC | 54,479 | $7.10M | 1.29% | +1,069+2.0% | Added |
| Bernzott Capital Advisors | 54,477 | $7.10M | 1.47% | −13,577−20.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 54,447 | $7.09M | 1.18% | +5,162+10.5% | Added |
| Capstone Financial Advisors, Inc. | 54,422 | $7.09M | 0.56% | +277+0.5% | Added |
| Fundamentun, LLC | 54,350 | $7.08M | 1.19% | −1,511−2.7% | Reduced |
| Bray Capital Advisors | 54,273 | $7.07M | 2.06% | −139−0.3% | Reduced |
| Cardinal Capital Management | 54,210 | $7.06M | 1.47% | +282+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 54,175 | $7.06M | 0.08% | −2,563−4.5% | Reduced |
| Next Level Private LLC | 54,131 | $7.05M | 5.55% | +913+1.7% | Added |
| AMG National Trust Bank | 53,984 | $7.03M | 0.24% | −1,254−2.3% | Reduced |
| Wealth Advisory Solutions, LLC | 53,820 | $7.01M | 1.86% | −1,703−3.1% | Reduced |
| Stony Point Wealth Management Inc. | 53,719 | $7.00M | 3.63% | +1,916+3.7% | Added |
| EFG Asset Management (Americas) Corp. | 53,717 | $7.00M | 1.67% | +3,526+7.0% | Added |
| Walter Public Investments Inc. | 53,640 | $6.99M | 2.11% | −36,810−40.7% | Reduced |
| PFG Advisors | 53,502 | $6.97M | 0.58% | +872+1.7% | Added |
| Cutler Investment Counsel LLC | 53,485 | $6.97M | 1.08% | −596−1.1% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 53,445 | $6.96M | 5.59% | +24,911+87.3% | Added |
| Graypoint LLC | 53,392 | $6.96M | 0.75% | −11,265−17.4% | Reduced |
| Toroso Investments, LLC | 53,364 | $6.95M | 0.23% | −4,473−7.7% | Reduced |
| Red Door Wealth Management, LLC | 52,811 | $6.88M | 2.16% | +541+1.0% | Added |
| KG&L Capital Management,LLC | 52,764 | $6.88M | 3.61% | +56+0.1% | Added |
| FORA Capital, LLC | 52,725 | $6.87M | 0.69% | +52,725 | New |
| Rench Wealth Management, Inc. | 52,705 | $6.87M | 3.29% | −2,837−5.1% | Reduced |
| Brave Asset Management Inc | 52,646 | $6.86M | 2.18% | +2,637+5.3% | Added |
| Gibraltar Capital Management, Inc. | 52,425 | $6.83M | 3.19% | +1,570+3.1% | Added |