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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 296,885 | $38.7M | 0.72% | −705−0.2% | Reduced |
| Roffman Miller Associates Inc | 295,024 | $38.4M | 3.07% | +550.0% | Added |
| Nomura Holdings Inc | 294,965 | $38.4M | 0.38% | +247,952+527.4% | Added |
| North Star Investment Management Corp. | 290,523 | $37.9M | 3.12% | +7,176+2.5% | Added |
| Payden & Rygel | 289,880 | $37.8M | 2.24% | −29,580−9.3% | Reduced |
| Aristotle Atlantic Partners, LLC | 286,378 | $37.3M | 1.92% | −27,354−8.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 285,174 | $37.2M | 1.81% | −7,384−2.5% | Reduced |
| PM Capital Ltd | 284,889 | $37.1M | 7.72% | 00.0% | Unchanged |
| HM Payson & Co | 283,950 | $37.0M | 0.89% | −2,433−0.8% | Reduced |
| IMC-Chicago, LLC | 283,392 | $36.9M | 6.25% | +283,392 | New |
| Bridges Investment Management Inc | 278,398 | $36.3M | 1.29% | −39,855−12.5% | Reduced |
| Conning Inc. | 278,163 | $36.2M | 1.21% | −23,943−7.9% | Reduced |
| Sabal Trust CO | 277,245 | $36.1M | 2.52% | −1,455−0.5% | Reduced |
| Searle & Co. | 261,117 | $36.1M | 11.81% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 275,998 | $36.0M | 1.50% | +49,968+22.1% | Added |
| MBB Public Markets I LLC | 275,267 | $35.9M | 2.08% | +20,969+8.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 275,000 | $35.8M | 0.56% | −25,225−8.4% | Reduced |
| ZWJ Investment Counsel Inc | 274,651 | $35.8M | 1.98% | −5,437−1.9% | Reduced |
| Destination Wealth Management | 273,230 | $35.6M | 1.35% | −960.0% | Reduced |
| First Manhattan Co | 274,482 | $35.6M | 0.14% | −2,455−0.9% | Reduced |
| Stephens Inc | 272,970 | $35.6M | 0.68% | +1,033+0.4% | Added |
| Flputnam Investment Management Co | 272,855 | $35.6M | 1.16% | +47,551+21.1% | Added |
| Eastern Bank | 272,295 | $35.5M | 1.78% | −28,674−9.5% | Reduced |
| Miller Value Partners, LLC | 269,917 | $35.2M | 2.20% | −79,264−22.7% | Reduced |
| Nexus Investment Management ULC | 264,172 | $34.4M | 3.80% | −1,200−0.5% | Reduced |
| Argent Trust Co | 262,578 | $34.2M | 2.17% | −6,248−2.3% | Reduced |
| British Columbia Investment Management Corp | 262,284 | $34.2M | 0.36% | +2,040+0.8% | Added |
| McDonald Capital Investors Inc | 260,602 | $34.0M | 2.59% | −3,960−1.5% | Reduced |
| Barr E S & Co | 260,582 | $34.0M | 2.81% | −1,656−0.6% | Reduced |
| Taurus Asset Management, LLC | 259,119 | $33.8M | 4.13% | −5,056−1.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 256,100 | $33.4M | 1.58% | −2,336−0.9% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 250,705 | $32.7M | 1.75% | −144,237−36.5% | Reduced |
| Advisors Asset Management, Inc. | 250,208 | $32.6M | 0.66% | −31,243−11.1% | Reduced |
| First National Bank of Omaha | 249,257 | $32.5M | 1.97% | −4,666−1.8% | Reduced |
| Parsec Financial Management, Inc. | 248,975 | $32.4M | 1.37% | −8,399−3.3% | Reduced |
| First National Trust Co | 248,423 | $32.4M | 1.72% | −6,845−2.7% | Reduced |
| Hartford Investment Management Co | 248,177 | $32.3M | 1.10% | +34,971+16.4% | Added |
| Wealthfront Advisers LLC | 248,082 | $32.3M | 0.15% | +3,661+1.5% | Added |
| Meyer Handelman Co | 247,707 | $32.3M | 1.35% | −1,300−0.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 245,729 | $32.0M | 0.70% | +10,002+4.2% | Added |
| Banco Santander, S.A. | 245,087 | $31.9M | 0.47% | −77,610−24.1% | Reduced |
| Ingalls & Snyder LLC | 243,319 | $31.7M | 1.64% | +350+0.1% | Added |
| Securian Asset Management, Inc | 242,845 | $31.6M | 0.84% | +1,705+0.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 240,757 | $31.4M | 1.15% | +4,568+1.9% | Added |
| Walleye Trading LLC | 240,219 | $31.3M | 1.11% | +9,291+4.0% | Added |
| Bryn Mawr Trust Co | 239,693 | $31.2M | 1.38% | −440.0% | Reduced |
| Heritage Investors Management Corp | 239,461 | $31.2M | 1.34% | +2,417+1.0% | Added |
| Busey Wealth Management | 238,913 | $31.1M | 1.32% | +2,179+0.9% | Added |
| Tocqueville Asset Management L.P. | 238,576 | $31.1M | 0.59% | −1,305−0.5% | Reduced |
| Fishman Jay A Ltd | 238,109 | $31.0M | 3.96% | −2,780−1.2% | Reduced |
| Private Wealth Partners, LLC | 237,958 | $31.0M | 3.10% | +10,766+4.7% | Added |
| Gradient Investments LLC | 237,236 | $30.9M | 0.84% | +8,752+3.8% | Added |
| Venture Visionary Partners LLC | 236,826 | $30.9M | 1.95% | −1,468−0.6% | Reduced |
| Bokf, NA | 236,765 | $30.9M | 0.65% | −63,472−21.1% | Reduced |
| Elo Mutual Pension Insurance Co | 234,210 | $30.5M | 0.97% | +7,191+3.2% | Added |
| Sequoia Financial Advisors, LLC | 233,633 | $30.4M | 0.68% | +13,380+6.1% | Added |
| Lido Advisors, LLC | 232,063 | $30.2M | 0.42% | +63,298+37.5% | Added |
| Kentucky Retirement Systems | 231,921 | $30.2M | 1.11% | +1,358+0.6% | Added |
| Johnson Investment Counsel Inc | 231,313 | $30.1M | 0.40% | −4,059−1.7% | Reduced |
| Maryland State Retirement & Pension System | 230,629 | $30.1M | 0.67% | +1,763+0.8% | Added |
| Central Securities Corp | 230,000 | $30.0M | 3.74% | 00.0% | Unchanged |
| Atria Investments LLC | 229,580 | $29.9M | 0.57% | +9,352+4.2% | Added |
| First Horizon Advisors, Inc. | 229,214 | $29.9M | 1.07% | +9,406+4.3% | Added |
| Cubist Systematic Strategies, LLC | 229,156 | $29.9M | 0.28% | +167,356+270.8% | Added |
| Oregon Public Employees Retirement Fund | 227,529 | $29.6M | 0.37% | +1,139+0.5% | Added |
| Mill Capital Management, LLC | 226,560 | $29.5M | 3.00% | +7,112+3.2% | Added |
| Villere St Denis J & Co LLC | 225,349 | $29.4M | 2.14% | +61,638+37.7% | Added |
| Old National Bancorp | 224,399 | $29.2M | 0.89% | +4,014+1.8% | Added |
| Salem Investment Counselors Inc | 224,395 | $29.2M | 1.17% | +7,405+3.4% | Added |
| Prudential PLC | 221,870 | $28.9M | 0.34% | −18,414−7.7% | Reduced |
| Klingenstein Fields & Co LP | 220,417 | $28.7M | 1.44% | −2,624−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 220,268 | $28.7M | 0.33% | +214,465+3,695.8% | Added |
| South Dakota Investment Council | 219,987 | $28.7M | 0.61% | −77,600−26.1% | Reduced |
| Baker Avenue Asset Management, LP | 219,905 | $28.7M | 1.55% | −4,472−2.0% | Reduced |
| Spears Abacus Advisors LLC | 219,832 | $28.6M | 2.56% | +904+0.4% | Added |
| Ieq Capital, LLC | 218,943 | $28.5M | 0.66% | +5,104+2.4% | Added |
| Clifford Swan Investment Counsel LLC | 218,537 | $28.5M | 1.19% | −1,430−0.7% | Reduced |
| Cetera Advisors LLC | 217,797 | $28.4M | 0.47% | −11,823−5.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 216,550 | $28.2M | 0.36% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 216,277 | $28.2M | 4.78% | −2,603−1.2% | Reduced |
| Oakworth Capital, Inc. | 216,057 | $28.2M | 2.52% | +824+0.4% | Added |
| Matrix Asset Advisors Inc | 215,018 | $28.0M | 4.07% | −4,002−1.8% | Reduced |
| Crestwood Advisors Group LLC | 214,550 | $28.0M | 0.93% | −15,694−6.8% | Reduced |
| Smith, Salley & Associates | 214,007 | $27.9M | 2.22% | +6,121+2.9% | Added |
| Wade G W & Inc | 212,873 | $27.7M | 1.07% | +3,468+1.7% | Added |
| Highland Capital Management, LLC | 211,882 | $27.6M | 2.04% | −984−0.5% | Reduced |
| Northeast Investment Management | 211,219 | $27.5M | 1.67% | +1,991+1.0% | Added |
| Capital International Sarl | 211,099 | $27.5M | 1.39% | +16,553+8.5% | Added |
| Gemsstock Limited | 209,900 | $27.4M | 29.88% | +130,800+165.4% | Added |
| ArrowMark Colorado Holdings LLC | 209,371 | $27.3M | 0.31% | −164,000−43.9% | Reduced |
| Manitou Investment Management Ltd. | 209,053 | $27.2M | 6.68% | −4,703−2.2% | Reduced |
| Chartwell Investment Partners, LLC | 208,606 | $27.2M | 1.03% | −46,394−18.2% | Reduced |
| Howard Capital Management Group, LLC | 208,134 | $27.1M | 2.87% | −849−0.4% | Reduced |
| Chesley Taft & Associates LLC | 207,456 | $27.0M | 1.77% | −1,081−0.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 207,016 | $27.0M | 1.36% | +21,369+11.5% | Added |
| United Services Automobile Association | 206,262 | $26.9M | 0.86% | +97,446+89.6% | Added |
| Alpha Cubed Investments, LLC | 206,101 | $26.9M | 1.94% | −24,443−10.6% | Reduced |
| LMCG Investments, LLC | 204,828 | $26.7M | 1.78% | −1,220−0.6% | Reduced |
| Estabrook Capital Management | 204,039 | $26.6M | 4.61% | +5,438+2.7% | Added |
| Pictet & Cie (Europe) SA | 203,110 | $26.5M | 1.10% | −8,500−4.0% | Reduced |