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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 52,341 | $6.82M | 0.39% | +1,946+3.9% | Added |
| Pacific Global Investment Management CO | 52,286 | $6.81M | 1.49% | −1,522−2.8% | Reduced |
| Vident Investment Advisory, LLC | 52,258 | $6.81M | 0.22% | +1,709+3.4% | Added |
| American National Bank | 52,227 | $6.81M | 1.26% | +7,388+16.5% | Added |
| Essex Financial Services, Inc. | 52,174 | $6.80M | 0.72% | +1,288+2.5% | Added |
| Holowesko Partners Ltd. | 52,100 | $6.79M | 3.56% | −36,700−41.3% | Reduced |
| First Interstate Bank | 52,086 | $6.79M | 0.52% | −372−0.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 50,560 | $6.78M | 1.69% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 51,948 | $6.77M | 1.44% | −192−0.4% | Reduced |
| Nations Financial Group Inc, | 51,653 | $6.73M | 0.71% | −2,733−5.0% | Reduced |
| Redmond Asset Management, LLC | 51,617 | $6.73M | 2.33% | −1,248−2.4% | Reduced |
| Gladius Capital Management LP | 51,551 | $6.72M | 2.07% | +46,619+945.2% | Added |
| Harbor Investment Advisory, LLC | 51,529 | $6.71M | 1.00% | +362+0.7% | Added |
| Aviance Capital Partners, LLC | 51,448 | $6.70M | 1.49% | +1,242+2.5% | Added |
| Bridge Creek Capital Management LLC | 51,290 | $6.68M | 2.51% | −65−0.1% | Reduced |
| Frisch Financial Group, Inc. | 51,287 | $6.68M | 2.59% | +1,325+2.7% | Added |
| Foster & Motley Inc | 51,200 | $6.67M | 0.54% | −231−0.4% | Reduced |
| CMT Capital Markets Trading GmbH | 51,000 | $6.65M | 8.06% | +37,800+286.4% | Added |
| Covington Investment Advisors Inc. | 50,823 | $6.62M | 1.46% | +1,330+2.7% | Added |
| Baldwin Investment Management, LLC | 50,680 | $6.60M | 1.17% | +863+1.7% | Added |
| Goelzer Investment Management, Inc. | 50,653 | $6.60M | 0.57% | +1,777+3.6% | Added |
| American Money Management, LLC | 50,630 | $6.60M | 1.75% | −457−0.9% | Reduced |
| Smithbridge Asset Management Inc | 50,622 | $6.60M | 1.66% | +781+1.6% | Added |
| Schulhoff & Co Inc | 50,584 | $6.59M | 3.06% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 50,446 | $6.57M | 1.09% | +1,111+2.3% | Added |
| McGinn Investment Management, Inc. | 50,424 | $6.57M | 5.00% | −4,729−8.6% | Reduced |
| Avitas Wealth Management LLC | 50,420 | $6.57M | 1.29% | −317−0.6% | Reduced |
| Baker Ellis Asset Management LLC | 50,231 | $6.55M | 1.17% | −622−1.2% | Reduced |
| Meridian Wealth Advisors, LLC | 50,192 | $6.54M | 1.64% | +2,198+4.6% | Added |
| Elk River Wealth Management, LLC | 50,159 | $6.54M | 1.48% | +1,579+3.3% | Added |
| Whalerock Point Partners, LLC | 49,886 | $6.50M | 2.42% | +257+0.5% | Added |
| Meeder Advisory Services, Inc. | 49,845 | $6.50M | 0.75% | +3,279+7.0% | Added |
| Bangor Savings Bank | 49,790 | $6.49M | 0.77% | −599−1.2% | Reduced |
| Roundview Capital LLC | 49,724 | $6.48M | 0.68% | +1,142+2.4% | Added |
| Quattro Financial Advisors LLC | 2,000 | $6.48M | 2.66% | −7,500−78.9% | Reduced |
| Wolverine Trading, LLC | 50,290 | $6.47M | 0.20% | +24,063+91.7% | Added |
| American Trust | 49,632 | $6.47M | 0.45% | −1,958−3.8% | Reduced |
| Commonwealth Retirement Investments LLC | 48,992 | $6.38M | 3.79% | +414+0.9% | Added |
| Cyndeo Wealth Partners, LLC | 48,989 | $6.38M | 0.69% | −3,539−6.7% | Reduced |
| Waycross Partners, LLC | 48,890 | $6.37M | 1.85% | +8,830+22.0% | Added |
| Mirador Capital Partners LP | 48,866 | $6.37M | 1.51% | −7,387−13.1% | Reduced |
| Harbour Capital Advisors, LLC | 48,786 | $6.36M | 1.92% | +1,931+4.1% | Added |
| Shorepoint Capital Partners LLC | 48,776 | $6.36M | 1.82% | −965−1.9% | Reduced |
| Fulton Bank, N.A. | 48,745 | $6.35M | 0.33% | −11,886−19.6% | Reduced |
| Adalta Capital Management LLC | 48,710 | $6.35M | 4.44% | +111+0.2% | Added |
| Exchange Traded Concepts, LLC | 48,635 | $6.34M | 0.17% | +643+1.3% | Added |
| Summit Global Investments | 48,496 | $6.32M | 0.49% | +201+0.4% | Added |
| Garland Capital Management Inc | 48,220 | $6.28M | 4.27% | −1,850−3.7% | Reduced |
| Wellington Shields & Co., LLC | 48,079 | $6.27M | 1.40% | +1,221+2.6% | Added |
| Wittenberg Investment Management, Inc. | 47,957 | $6.25M | 2.33% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 47,959 | $6.25M | 0.59% | +6,333+15.2% | Added |
| QV Investors Inc. | 47,880 | $6.24M | 0.58% | −2,580−5.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 47,690 | $6.21M | 0.38% | −5,251−9.9% | Reduced |
| McKinley Capital Management LLC /Delaware | 47,670 | $6.21M | 0.82% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 47,310 | $6.16M | 2.17% | +11,286+31.3% | Added |
| Andra AP-fonden | 47,300 | $6.16M | 0.16% | +29,500+165.7% | Added |
| Financial Partners Group, LLC | 47,243 | $6.16M | 3.22% | −150.0% | Reduced |
| GDS Wealth Management | 47,208 | $6.15M | 1.09% | −1,988−4.0% | Reduced |
| Ascent Wealth Partners, LLC | 47,830 | $6.14M | 1.23% | +988+2.1% | Added |
| Brown Shipley& Co Ltd | 46,885 | $6.11M | 3.94% | +46,885 | New |
| Equitable Trust Co | 46,765 | $6.09M | 0.48% | +170.0% | Added |
| Concorde Financial Corp | 46,763 | $6.09M | 4.44% | +8,864+23.4% | Added |
| Community Bank & Trust, Waco, Texas | 46,602 | $6.07M | 1.93% | −671−1.4% | Reduced |
| LVW Advisors, LLC | 46,428 | $6.05M | 1.21% | −84−0.2% | Reduced |
| SevenBridge Financial Group, LLC | 46,390 | $6.05M | 1.67% | +925+2.0% | Added |
| Souders Financial Advisors | 46,179 | $6.02M | 1.28% | −1,010−2.1% | Reduced |
| Kinneret Advisory, LLC | 46,094 | $6.01M | 0.78% | −2,476−5.1% | Reduced |
| Asset Dedication, LLC | 46,112 | $6.00M | 0.56% | +3,515+8.3% | Added |
| Private Trust Co NA | 46,049 | $6.00M | 0.82% | +2,795+6.5% | Added |
| Ritholtz Wealth Management | 46,032 | $6.00M | 0.30% | +3,641+8.6% | Added |
| BDO Wealth Advisors, LLC | 45,932 | $5.99M | 0.73% | +1,050+2.3% | Added |
| Cornerstone Wealth Group, LLC | 45,929 | $5.98M | 1.06% | −1,320−2.8% | Reduced |
| Jacobi Capital Management LLC | 45,834 | $5.97M | 0.71% | −304−0.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 45,831 | $5.97M | 2.06% | +218+0.5% | Added |
| WS Portfolio Advisory, LLC | 45,816 | $5.97M | 1.52% | +31,551+221.2% | Added |
| Parthenon LLC | 45,694 | $5.95M | 0.91% | −117−0.3% | Reduced |
| NewSquare Capital LLC | 45,657 | $5.95M | 0.70% | +3,401+8.0% | Added |
| Northwest Bancshares, Inc. | 45,629 | $5.95M | 1.15% | +429+0.9% | Added |
| Duncker Streett & Co Inc | 45,524 | $5.93M | 1.41% | −413−0.9% | Reduced |
| Citizens National Bank Trust Department | 45,513 | $5.93M | 1.65% | −785−1.7% | Reduced |
| Stokes Capital Advisors, LLC | 45,458 | $5.92M | 2.01% | +236+0.5% | Added |
| McRae Capital Management Inc | 45,437 | $5.92M | 1.70% | −4,704−9.4% | Reduced |
| DRW Securities, LLC | 45,317 | $5.91M | 0.86% | +34,053+302.3% | Added |
| Davy Global Fund Management Ltd | 45,304 | $5.90M | 1.13% | −674−1.5% | Reduced |
| Western Wealth Management, LLC | 45,152 | $5.88M | 0.55% | +1,734+4.0% | Added |
| Avantax Planning Partners, Inc. | 45,134 | $5.88M | 0.24% | +3,918+9.5% | Added |
| Ipswich Investment Management Co., Inc. | 45,104 | $5.88M | 1.61% | −258−0.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 45,030 | $5.87M | 0.66% | +9,647+27.3% | Added |
| Asset Planning Services Inc | 44,967 | $5.86M | 3.71% | −1,665−3.6% | Reduced |
| Alpha Omega Wealth Management LLC | 44,879 | $5.85M | 1.01% | −465−1.0% | Reduced |
| Ami Investment Management Inc | 44,768 | $5.83M | 2.72% | −2,243−4.8% | Reduced |
| Buckingham Capital Management, Inc. | 44,730 | $5.83M | 0.93% | +1,594+3.7% | Added |
| Geneos Wealth Management Inc. | 44,727 | $5.83M | 0.35% | −10,067−18.4% | Reduced |
| Ascent Group, LLC | 44,692 | $5.82M | 0.62% | +10,146+29.4% | Added |
| Selway Asset Management | 44,532 | $5.80M | 2.78% | −265−0.6% | Reduced |
| Arjuna Capital | 44,483 | $5.80M | 2.27% | +812+1.9% | Added |
| Fullerton Fund Management Co Ltd. | 44,453 | $5.79M | 0.44% | −161,970−78.5% | Reduced |
| DT Investment Partners, LLC | 40,987 | $5.79M | 0.70% | +1,114+2.8% | Added |
| Granite Investment Partners, LLC | 44,363 | $5.78M | 0.24% | −860−1.9% | Reduced |
| Intrust Bank NA | 44,201 | $5.76M | 0.74% | −715−1.6% | Reduced |