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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 38,151 | $4.97M | 1.02% | −26−0.1% | Reduced |
| Stone Point Wealth LLC | 38,106 | $4.97M | 2.21% | −1,370−3.5% | Reduced |
| Colonial Trust Co | 38,085 | $4.96M | 1.26% | +1,664+4.6% | Added |
| Claro Advisors LLC | 38,050 | $4.96M | 1.46% | +493+1.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 38,034 | $4.96M | 0.67% | −4,070−9.7% | Reduced |
| TRUE Private Wealth Advisors | 38,031 | $4.96M | 0.73% | −519−1.3% | Reduced |
| Kavar Capital Partners Group, LLC | 38,022 | $4.95M | 1.07% | −239−0.6% | Reduced |
| RSM US Wealth Management LLC | 38,007 | $4.95M | 0.17% | +21,288+127.3% | Added |
| Laidlaw Wealth Management LLC | 37,899 | $4.94M | 1.01% | +4,180+12.4% | Added |
| R.m.sincerbeaux Capital Management LLC | 37,890 | $4.94M | 3.44% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 37,795 | $4.93M | 0.48% | −679−1.8% | Reduced |
| Founders Capital Management | 37,766 | $4.92M | 3.76% | −55−0.1% | Reduced |
| Excalibur Management Corp | 37,739 | $4.92M | 2.55% | −87−0.2% | Reduced |
| Allen Capital Group, LLC | 37,626 | $4.90M | 0.93% | +37,626 | New |
| Roberts Wealth Advisors, LLC | 38,149 | $4.90M | 2.25% | +613+1.6% | Added |
| New Hampshire Trust | 37,594 | $4.90M | 1.31% | −1,247−3.2% | Reduced |
| Sandhill Capital Partners LLC | 37,579 | $4.90M | 0.47% | −264−0.7% | Reduced |
| MSD Partners, L.P. | 37,500 | $4.89M | 0.49% | 00.0% | Unchanged |
| First Personal Financial Services | 37,496 | $4.89M | 1.27% | +2,700+7.8% | Added |
| Horan Capital Advisors, LLC. | 37,380 | $4.87M | 2.01% | +605+1.6% | Added |
| Andesa Financial Management Inc. | 62,415 | $4.86M | 2.52% | +31,169+99.8% | Added |
| Bogart Wealth, LLC | 37,225 | $4.85M | 0.32% | +4,730+14.6% | Added |
| Mechanics Bank Trust Department | 37,174 | $4.84M | 0.82% | −1,023−2.7% | Reduced |
| Redwood Investments, LLC | 37,115 | $4.84M | 0.62% | +4,179+12.7% | Added |
| Knights of Columbus Asset Advisors LLC | 37,001 | $4.82M | 0.47% | −570−1.5% | Reduced |
| Baugh & Associates, LLC | 36,250 | $4.82M | 3.08% | +434+1.2% | Added |
| Boston Research & Management Inc | 36,991 | $4.82M | 1.44% | +890+2.5% | Added |
| Legacy Trust | 36,967 | $4.82M | 1.43% | +35+0.1% | Added |
| DF Dent & Co Inc | 36,927 | $4.81M | 0.07% | +294+0.8% | Added |
| Greystone Financial Group, LLC | 36,814 | $4.80M | 1.21% | +30,646+496.9% | Added |
| Systematic Alpha Investments, LLC | 36,804 | $4.80M | 0.25% | 00.0% | Unchanged |
| Comerica Securities,inc. | 36,765 | $4.79M | 0.35% | +609+1.7% | Added |
| Essex LLC | 35,701 | $4.79M | 1.45% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 36,700 | $4.78M | 0.24% | −1,795−4.7% | Reduced |
| Weil Company, Inc. | 36,591 | $4.77M | 2.16% | −84−0.2% | Reduced |
| Exchange Capital Management, Inc. | 36,499 | $4.76M | 0.97% | +824+2.3% | Added |
| Ameritas Advisory Services, LLC | 34,796 | $4.74M | 0.24% | −6,831−16.4% | Reduced |
| Security National Bank | 36,302 | $4.73M | 1.26% | +296+0.8% | Added |
| Source Financial Advisors LLC | 36,231 | $4.72M | 1.58% | −3,452−8.7% | Reduced |
| Sitrin Capital Management LLC | 36,220 | $4.72M | 2.86% | −261−0.7% | Reduced |
| Bowen Hanes & Co Inc | 36,137 | $4.71M | 0.16% | −4,627−11.4% | Reduced |
| Varma Mutual Pension Insurance Co | 36,125 | $4.71M | 0.06% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 36,072 | $4.70M | 1.89% | −69−0.2% | Reduced |
| Bridgewater Advisors Inc. | 36,006 | $4.69M | 1.02% | −24−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 35,934 | $4.68M | 0.35% | +2,378+7.1% | Added |
| SPC Financial, Inc. | 35,898 | $4.68M | 0.53% | +9,715+37.1% | Added |
| Chemistry Wealth Management LLC | 35,765 | $4.66M | 1.62% | −276−0.8% | Reduced |
| PDS Planning, Inc | 35,670 | $4.65M | 0.64% | +2,526+7.6% | Added |
| MidWestOne Financial Group, Inc. | 35,600 | $4.64M | 1.05% | +2,281+6.8% | Added |
| Fund Management at Engine No. 1 LLC | 35,577 | $4.64M | 0.93% | +3,288+10.2% | Added |
| Chicago Trust Co NA | 35,563 | $4.63M | 1.16% | −3,030−7.9% | Reduced |
| J.W. Cole Advisors, Inc. | 35,548 | $4.63M | 0.33% | +2,250+6.8% | Added |
| Consolidated Planning Corp | 35,512 | $4.63M | 1.20% | +2,493+7.6% | Added |
| Cigna Investments Inc | 35,489 | $4.62M | 0.93% | −732−2.0% | Reduced |
| CAPROCK Group, Inc. | 35,372 | $4.61M | 0.36% | +3,833+12.2% | Added |
| Graham Capital Management, L.P. | 35,342 | $4.61M | 0.16% | +25,617+263.4% | Added |
| Gifford Fong Associates | 35,296 | $4.60M | 1.21% | −23,504−40.0% | Reduced |
| Focus Financial Network, Inc. | 35,272 | $4.60M | 0.29% | −145−0.4% | Reduced |
| NEIRG Wealth Management, LLC | 35,192 | $4.59M | 0.79% | −824−2.3% | Reduced |
| PDT Partners, LLC | 35,150 | $4.58M | 0.62% | +20,650+142.4% | Added |
| Capital Insight Partners, LLC | 34,998 | $4.56M | 1.07% | −249−0.7% | Reduced |
| Argent Advisors, Inc. | 34,928 | $4.55M | 2.17% | +260+0.7% | Added |
| Dividend Assets Capital, LLC | 33,911 | $4.55M | 0.97% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 34,863 | $4.54M | 0.52% | +1,623+4.9% | Added |
| Charles Carroll Financial Partners, LLC | 34,845 | $4.54M | 6.96% | −1,950−5.3% | Reduced |
| Monetary Management Group Inc | 34,819 | $4.54M | 1.34% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 34,810 | $4.54M | 3.53% | −4,065,307−99.2% | Reduced |
| Aureus Asset Management, LLC | 34,795 | $4.53M | 0.36% | +798+2.3% | Added |
| Laffer Tengler Investments | 34,757 | $4.53M | 1.23% | +463+1.4% | Added |
| Brick & Kyle, Associates | 34,699 | $4.52M | 2.59% | −190−0.5% | Reduced |
| Marcum Wealth, LLC | 34,631 | $4.51M | 0.56% | +1,642+5.0% | Added |
| V Wealth Advisors LLC | 34,594 | $4.51M | 0.84% | +1,195+3.6% | Added |
| DFPG Investments, LLC | 34,575 | $4.51M | 0.48% | +11,225+48.1% | Added |
| apricus wealth, LLC | 34,478 | $4.49M | 4.10% | +2,148+6.6% | Added |
| Grandfield & Dodd, LLC | 34,454 | $4.49M | 0.31% | −100.0% | Reduced |
| Connable Office Inc | 34,443 | $4.49M | 0.65% | −1,161−3.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 34,388 | $4.48M | 0.36% | +845+2.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 34,369 | $4.48M | 3.43% | −100−0.3% | Reduced |
| Sentinel Trust Co Lba | 34,363 | $4.48M | 0.64% | +13,860+67.6% | Added |
| TFG Advisers LLC | 34,260 | $4.46M | 2.16% | +340+1.0% | Added |
| Augustine Asset Management Inc | 34,235 | $4.46M | 2.21% | −365−1.1% | Reduced |
| Valley National Advisers Inc | 31,700 | $4.46M | 0.78% | −88−0.3% | Reduced |
| Trust Asset Management LLC | 34,191 | $4.46M | 0.50% | +933+2.8% | Added |
| AFS Financial Group, LLC | 34,121 | $4.45M | 2.97% | −454−1.3% | Reduced |
| Eudaimonia Partners, LLC | 34,061 | $4.44M | 1.08% | +6,183+22.2% | Added |
| Univest Financial Corp | 33,949 | $4.42M | 1.38% | −2,483−6.8% | Reduced |
| Family Legacy, Inc. | 33,944 | $4.42M | 1.89% | +879+2.7% | Added |
| Lake Street Financial LLC | 33,913 | $4.42M | 0.82% | +1,002+3.0% | Added |
| Buckhead Capital Management LLC | 33,898 | $4.42M | 1.04% | −140.0% | Reduced |
| Boothbay Fund Management, LLC | 33,878 | $4.41M | 0.13% | +33,878 | New |
| AdvisorNet Financial, Inc | 33,872 | $4.41M | 0.40% | +218+0.6% | Added |
| RBA Wealth Management, LLC | 33,840 | $4.41M | 2.20% | +910+2.8% | Added |
| Cary Street Partners Asset Management LLC | 33,821 | $4.41M | 0.83% | −306−0.9% | Reduced |
| SOL Capital Management CO | 33,732 | $4.40M | 0.72% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 33,716 | $4.39M | 1.37% | +475+1.4% | Added |
| Broadleaf Partners, LLC | 33,665 | $4.39M | 1.56% | +612+1.9% | Added |
| Wasatch Advisors Inc | 33,659 | $4.39M | 0.03% | −50−0.1% | Reduced |
| Family Management Corp | 33,629 | $4.38M | 1.01% | −994−2.9% | Reduced |
| Walleye Capital LLC | 33,462 | $4.36M | 0.09% | −2,897−8.0% | Reduced |
| Green Square Capital Advisors LLC | 33,460 | $4.36M | 0.58% | +1,811+5.7% | Added |