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 |
|---|---|---|---|---|---|
| Samlyn Capital, LLC | 440,288 | $57.4M | 1.05% | +440,288 | New |
| Mutual of America Capital Management LLC | 439,334 | $57.2M | 0.68% | +720.0% | Added |
| Stock Yards Bank & Trust Co | 434,578 | $56.6M | 2.17% | +3,331+0.8% | Added |
| Glenview Trust Co | 433,153 | $56.4M | 1.69% | +11,945+2.8% | Added |
| RNC Capital Management LLC | 432,857 | $56.4M | 3.18% | +2,306+0.5% | Added |
| Investment Management Corp of Ontario | 429,375 | $56.0M | 2.32% | −3,892−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 424,567 | $55.3M | 1.47% | −63,188−13.0% | Reduced |
| Pinnacle Associates Ltd | 420,999 | $54.9M | 1.12% | −1,206−0.3% | Reduced |
| Abrams Bison Investments, LLC | 420,000 | $54.7M | 5.47% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 419,069 | $54.6M | 0.59% | −105,017−20.0% | Reduced |
| New York Life Investment Management LLC | 416,605 | $54.3M | 0.60% | +1,008+0.2% | Added |
| RMB Capital Management, LLC | 416,259 | $54.2M | 1.89% | +14,428+3.6% | Added |
| Atalanta Sosnoff Capital, LLC | 415,254 | $54.1M | 1.57% | −563−0.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 414,492 | $54.0M | 1.45% | +59,554+16.8% | Added |
| Cambiar Investors LLC | 412,481 | $53.8M | 2.32% | +29,685+7.8% | Added |
| Teachers Retirement System of the State of Kentucky | 411,843 | $53.7M | 0.54% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 411,630 | $53.6M | 2.06% | −12,199−2.9% | Reduced |
| Donaldson Capital Management, LLC | 406,247 | $52.9M | 2.50% | +85,622+26.7% | Added |
| State of Alaska, Department of Revenue | 404,410 | $52.7M | 0.62% | −6,183−1.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 403,843 | $52.6M | 0.27% | +91,900+29.5% | Added |
| Cantor Fitzgerald, L. P. | 401,196 | $52.3M | 1.12% | +407+0.1% | Added |
| Braun Stacey Associates Inc | 400,586 | $52.2M | 1.37% | +201,298+101.0% | Added |
| Guidance Point Advisors, LLC | 400,579 | $52.2M | 21.05% | +10.0% | Added |
| Associated Banc-Corp | 397,075 | $51.7M | 2.08% | +4,791+1.2% | Added |
| Synovus Financial Corp | 393,050 | $51.2M | 0.58% | +1380.0% | Added |
| Becker Capital Management Inc | 392,957 | $51.2M | 2.02% | −15,878−3.9% | Reduced |
| Waters Parkerson & Co., LLC | 390,732 | $50.9M | 3.01% | +836+0.2% | Added |
| Xponance, Inc. | 389,883 | $50.8M | 0.74% | +11,004+2.9% | Added |
| PFS Investments Inc. | 396,519 | $50.5M | 0.88% | +41,611+11.7% | Added |
| TCTC Holdings, LLC | 387,465 | $50.5M | 2.03% | +6,127+1.6% | Added |
| Capital International Inc | 386,892 | $50.4M | 1.01% | −43,334−10.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 384,207 | $50.1M | 3.40% | +2,326+0.6% | Added |
| Gulf International Bank (UK) Ltd | 383,493 | $50.0M | 1.04% | −107,000−21.8% | Reduced |
| D.A. Davidson & Co. | 383,360 | $49.9M | 0.56% | +7,257+1.9% | Added |
| Nicholas Company, Inc. | 382,470 | $49.8M | 1.01% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 378,833 | $49.4M | 2.72% | −25,149−6.2% | Reduced |
| Millennium Management LLC | 377,855 | $49.2M | 0.06% | −704,739−65.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 374,685 | $48.8M | 0.17% | +27,501+7.9% | Added |
| Intech Investment Management LLC | 373,569 | $48.7M | 0.39% | +44,559+13.5% | Added |
| Ossiam | 372,592 | $48.6M | 1.01% | +103,560+38.5% | Added |
| Private Management Group Inc | 371,761 | $48.4M | 2.18% | +1,315+0.4% | Added |
| Advisors Capital Management, LLC | 370,803 | $48.3M | 1.25% | +5,710+1.6% | Added |
| Avalon Investment & Advisory | 370,219 | $48.2M | 1.32% | −18,405−4.7% | Reduced |
| Cambridge Trust Co | 370,136 | $48.2M | 2.30% | −7,215−1.9% | Reduced |
| Vaughan David Investments LLC | 368,925 | $48.1M | 1.45% | −1,076−0.3% | Reduced |
| Edgar Lomax Co | 368,550 | $48.0M | 3.09% | +308,270+511.4% | Added |
| Davis R M Inc | 368,410 | $48.0M | 1.22% | −11,976−3.1% | Reduced |
| Locust Wood Capital Advisers, LLC | 367,288 | $47.9M | 2.99% | −34,015−8.5% | Reduced |
| Oppenheimer & Co Inc | 365,356 | $47.6M | 1.01% | +13,595+3.9% | Added |
| Dodge & Cox | 362,800 | $47.3M | 0.03% | −51,200−12.4% | Reduced |
| Guggenheim Capital LLC | 360,378 | $47.0M | 0.40% | +13,677+3.9% | Added |
| GWM Advisors LLC | 357,946 | $46.8M | 0.58% | +32,178+9.9% | Added |
| ABN AMRO Bank N.V. | 355,552 | $46.4M | 1.04% | +355,552 | New |
| Principle Wealth Partners LLC | 353,907 | $46.1M | 4.93% | −1410.0% | Reduced |
| Ceredex Value Advisors LLC | 352,334 | $45.9M | 0.71% | −169,048−32.4% | Reduced |
| AMF Pensionsforsakring AB | 349,613 | $45.6M | 0.47% | +349,613 | New |
| AE Wealth Management LLC | 349,481 | $45.5M | 0.29% | +12,413+3.7% | Added |
| Swiss Life Asset Management Ltd | 349,323 | $45.5M | 0.69% | −10,363−2.9% | Reduced |
| Industrial Alliance Investment Management Inc. | 348,229 | $45.4M | 1.26% | −166,466−32.3% | Reduced |
| Cetera Advisor Networks LLC | 347,696 | $45.3M | 0.33% | +5,442+1.6% | Added |
| Ninety One UK Ltd | 346,107 | $45.1M | 0.14% | −92,793−21.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 345,873 | $45.1M | 1.80% | +15,420+4.7% | Added |
| Country Trust Bank | 345,856 | $45.1M | 1.28% | −26,462−7.1% | Reduced |
| Czech National Bank | 345,494 | $45.0M | 1.11% | +1,968+0.6% | Added |
| Westpac Banking Corp | 344,899 | $44.9M | 0.60% | +33,189+10.6% | Added |
| Vontobel Holding Ltd. | 344,496 | $44.9M | 0.42% | −7,221−2.1% | Reduced |
| Gamco Investors, Inc. Et Al | 343,035 | $44.7M | 0.48% | −43,281−11.2% | Reduced |
| Mercer Global Advisors Inc | 342,755 | $44.7M | 0.20% | +6,233+1.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 341,674 | $44.5M | 4.73% | −429−0.1% | Reduced |
| Capula Management Ltd | 339,517 | $44.2M | 3.85% | +317,638+1,451.8% | Added |
| Global Frontier Investments LLC | 339,000 | $44.2M | 19.84% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 337,476 | $44.0M | 0.06% | −194,704−36.6% | Reduced |
| Henshaw Capital LLC | 337,139 | $43.9M | 2.71% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 332,435 | $43.3M | 1.37% | +8,956+2.8% | Added |
| Cetera Investment Advisers | 332,380 | $43.3M | 0.38% | −9,762−2.9% | Reduced |
| Deprince Race & Zollo Inc | 331,454 | $43.2M | 1.00% | −6,048−1.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 325,869 | $42.5M | 0.58% | +78,000+31.5% | Added |
| Massmutual Trust Co FSB | 324,769 | $42.3M | 1.62% | +3,490+1.1% | Added |
| Welch Group, LLC | 324,292 | $42.3M | 2.46% | +14,707+4.8% | Added |
| Beacon Pointe Advisors, LLC | 323,257 | $42.1M | 0.72% | −20,654−6.0% | Reduced |
| Private Advisor Group, LLC | 322,936 | $42.1M | 0.40% | +21,134+7.0% | Added |
| Madison Asset Management, LLC | 320,919 | $41.8M | 0.64% | −86,406−21.2% | Reduced |
| Trexquant Investment LP | 318,342 | $41.5M | 1.14% | +318,342 | New |
| Polar Capital Holdings Plc | 317,514 | $41.4M | 0.30% | +61,541+24.0% | Added |
| Cornerstone Advisors, LLC | 317,000 | $41.3M | 1.92% | +60,000+23.3% | Added |
| Argent Capital Management LLC | 315,750 | $41.1M | 1.43% | −275,700−46.6% | Reduced |
| Vigilant Capital Management, LLC | 313,378 | $40.8M | 3.31% | +4,797+1.6% | Added |
| Miller Howard Investments Inc | 312,972 | $40.8M | 1.48% | +11,717+3.9% | Added |
| Washington Trust Co | 312,037 | $40.7M | 1.83% | −47,142−13.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 308,853 | $40.2M | 1.48% | +3,446+1.1% | Added |
| Daiwa Securities Group Inc. | 308,203 | $40.2M | 0.28% | +28,121+10.0% | Added |
| Wafra Inc. | 307,867 | $40.1M | 1.43% | +35,469+13.0% | Added |
| MAI Capital Management | 307,837 | $40.1M | 0.64% | −2,035−0.7% | Reduced |
| Wesbanco Bank Inc | 307,167 | $40.0M | 1.73% | +3,489+1.1% | Added |
| Voloridge Investment Management, LLC | 305,869 | $39.9M | 0.20% | +305,869 | New |
| Phoenix Holdings Ltd. | 305,284 | $39.8M | 0.89% | −767,597−71.5% | Reduced |
| Foundry Partners, LLC | 303,643 | $39.6M | 2.49% | −46,118−13.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 303,487 | $39.5M | 1.77% | +55,600+22.4% | Added |
| Ancora Advisors, LLC | 302,050 | $39.4M | 1.12% | −15,471−4.9% | Reduced |
| Clear Street LLC | 300,000 | $39.1M | 6.22% | +300,000 | New |