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
- 3,612
- +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Front Barnett Associates LLC | 201,322 | $26.2M | 3.08% | +270.0% | Added |
| NS Partners Ltd | 201,124 | $26.2M | 1.47% | −3,231−1.6% | Reduced |
| Eagle Global Advisors LLC | 200,476 | $26.1M | 1.76% | −1,537−0.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 200,287 | $26.1M | 2.57% | −20,936−9.5% | Reduced |
| Cardinal Capital Management, Inc. | 200,048 | $26.1M | 1.42% | −2,739−1.4% | Reduced |
| Chilton Capital Management LLC | 200,027 | $26.1M | 1.51% | −11,339−5.4% | Reduced |
| Capital Investment Advisors, LLC | 200,021 | $26.1M | 0.77% | +1,221+0.6% | Added |
| No Street GP LP | 200,000 | $26.1M | 3.33% | +100,000+100.0% | Added |
| Thomasville National Bank | 199,480 | $26.0M | 2.68% | +2,442+1.2% | Added |
| Fort Pitt Capital Group, LLC | 199,032 | $25.9M | 1.00% | +16,552+9.1% | Added |
| Hosking Partners LLP | 198,582 | $25.9M | 1.20% | −40,322−16.9% | Reduced |
| Schwerin Boyle Capital Management Inc | 197,093 | $25.7M | 2.64% | −17,783−8.3% | Reduced |
| Janney Capital Management LLC | 196,732 | $25.6M | 1.93% | +969+0.5% | Added |
| Citizens Financial Group Inc | 195,825 | $25.5M | 0.93% | −2,813−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 195,256 | $25.4M | 0.38% | +736+0.4% | Added |
| JustInvest LLC | 194,910 | $25.4M | 0.88% | +29,193+17.6% | Added |
| Shufro Rose & Co LLC | 194,444 | $25.3M | 2.35% | −2,913−1.5% | Reduced |
| Stratos Wealth Partners, LTD. | 193,966 | $25.3M | 0.67% | −16,765−8.0% | Reduced |
| Howe & Rusling Inc | 193,223 | $25.2M | 3.00% | +19,354+11.1% | Added |
| Levin Capital Strategies, L.P. | 193,181 | $25.2M | 3.18% | −1,102−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 192,504 | $25.1M | 0.39% | +20,588+12.0% | Added |
| Hancock Whitney Corp | 191,960 | $25.0M | 1.00% | −9,482−4.7% | Reduced |
| Trust Co of Vermont | 191,833 | $25.0M | 1.74% | +7,440+4.0% | Added |
| Louisiana State Employees Retirement System | 190,700 | $24.9M | 0.63% | +1,200+0.6% | Added |
| Rockland Trust Co | 188,811 | $24.6M | 1.55% | +9,137+5.1% | Added |
| Gillson Capital LP | 188,643 | $24.6M | 2.04% | +188,643 | New |
| Group One Trading, L.P. | 188,399 | $24.6M | 1.17% | +188,399 | New |
| Maple Capital Management, Inc. | 186,313 | $24.3M | 2.97% | +2,263+1.2% | Added |
| First Foundation Advisors | 186,207 | $24.3M | 1.12% | −45,789−19.7% | Reduced |
| Hantz Financial Services, Inc. | 185,680 | $24.2M | 0.66% | +8,311+4.7% | Added |
| Abn Amro Investment Solutions | 185,447 | $24.2M | 0.50% | +185,447 | New |
| Brookstone Capital Management | 172,748 | $24.2M | 0.47% | +6,870+4.1% | Added |
| Wilsey Asset Management Inc | 185,036 | $24.1M | 5.45% | +4,069+2.2% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $24.1M | 0.30% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 183,910 | $24.0M | 1.54% | −9,220−4.8% | Reduced |
| Hyman Charles D | 183,850 | $24.0M | 1.60% | +1,295+0.7% | Added |
| Palisade Capital Management LLC | 183,573 | $23.9M | 0.65% | +165+0.1% | Added |
| Wharton Business Group, LLC | 183,115 | $23.9M | 1.43% | +500.0% | Added |
| Pacer Advisors, Inc. | 182,893 | $23.8M | 0.10% | +133,989+274.0% | Added |
| CWM, LLC | 182,108 | $23.7M | 0.16% | +30,195+19.9% | Added |
| Kestra Private Wealth Services, LLC | 180,777 | $23.6M | 0.94% | +25,028+16.1% | Added |
| Community Trust & Investment Co | 180,724 | $23.6M | 2.03% | −15,428−7.9% | Reduced |
| Silvercrest Asset Management Group LLC | 180,551 | $23.5M | 0.18% | −3,914−2.1% | Reduced |
| Cullinan Associates Inc | 179,876 | $23.4M | 1.37% | +6,459+3.7% | Added |
| Oak Associates, Ltd | 178,576 | $23.3M | 1.91% | 00.0% | Unchanged |
| Verity & Verity, LLC | 177,965 | $23.2M | 2.96% | +5,437+3.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 177,822 | $23.2M | 1.76% | −355−0.2% | Reduced |
| American Assets Investment Management, LLC | 177,600 | $23.1M | 2.67% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 176,294 | $23.0M | 1.47% | +39,208+28.6% | Added |
| MMBG Investment Advisors Co. | 175,624 | $22.9M | 2.90% | −33,750−16.1% | Reduced |
| KCM Investment Advisors LLC | 175,148 | $22.8M | 0.92% | +320+0.2% | Added |
| Sandy Spring Bank | 174,625 | $22.8M | 1.29% | −1,209−0.7% | Reduced |
| Farmers & Merchants Investments Inc | 174,549 | $22.7M | 0.91% | +1,166+0.7% | Added |
| Man Group plc | – | $22.7M | 0.08% | – | – |
| Norinchukin Bank, The | 174,513 | $22.7M | 0.45% | +4,451+2.6% | Added |
| Appleton Partners Inc | 174,384 | $22.7M | 2.02% | +136+0.1% | Added |
| Tower Bridge Advisors | 174,323 | $22.7M | 1.86% | −2,045−1.2% | Reduced |
| Central Trust Co | 173,974 | $22.7M | 0.66% | −5,540−3.1% | Reduced |
| Aptus Capital Advisors, LLC | 173,943 | $22.7M | 0.65% | +12,005+7.4% | Added |
| Lockheed Martin Investment Management Co | 172,260 | $22.4M | 1.27% | −72,350−29.6% | Reduced |
| Randolph Co Inc | 171,464 | $22.3M | 3.23% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 171,309 | $22.3M | 2.65% | +1,553+0.9% | Added |
| Core Alternative Capital | 171,302 | $22.3M | 2.98% | −11,237−6.2% | Reduced |
| LaFleur & Godfrey LLC | 171,281 | $22.3M | 3.66% | −9,070−5.0% | Reduced |
| Anchor Capital Advisors LLC | 171,186 | $22.3M | 0.59% | −4,513−2.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 170,866 | $22.3M | 2.00% | +4,460+2.7% | Added |
| Congress Wealth Management LLC | 170,701 | $22.2M | 0.54% | −885−0.5% | Reduced |
| Marco Investment Management LLC | 170,639 | $22.2M | 2.51% | −5,877−3.3% | Reduced |
| La Banque Postale Asset Management SA | 169,989 | $22.2M | 0.56% | −10,215−5.7% | Reduced |
| Avantax Advisory Services, Inc. | 169,541 | $22.1M | 0.27% | +18,424+12.2% | Added |
| Independent Advisor Alliance | 168,722 | $22.0M | 1.06% | −11,356−6.3% | Reduced |
| Veritable, L.P. | 168,141 | $21.9M | 0.38% | −5,249−3.0% | Reduced |
| ING Groep NV | 167,435 | $21.8M | 0.21% | −832,697−83.3% | Reduced |
| National Asset Management, Inc. | 166,424 | $21.7M | 0.58% | +8,616+5.5% | Added |
| Franklin Street Advisors Inc | 165,428 | $21.6M | 1.96% | −23,739−12.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 165,091 | $21.5M | 1.74% | −818−0.5% | Reduced |
| Waverton Investment Management Ltd | 165,062 | $21.5M | 0.66% | +22,282+15.6% | Added |
| Harvest Portfolios Group Inc. | 164,576 | $21.4M | 1.05% | +6,869+4.4% | Added |
| Easterly Investment Partners LLC | 164,093 | $21.4M | 1.89% | −1,814−1.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 163,456 | $21.3M | 0.99% | +1,138+0.7% | Added |
| Worldquant Millennium Advisors LLC | 163,378 | $21.3M | 0.39% | +64,296+64.9% | Added |
| Capital International Ltd | 161,747 | $21.1M | 1.26% | −71,990−30.8% | Reduced |
| Rothschild Investment Corp | 161,025 | $21.0M | 1.84% | +1,136+0.7% | Added |
| Abner Herrman & Brock LLC | 160,789 | $21.0M | 3.16% | +671+0.4% | Added |
| Arvest Trust Co N A | 160,679 | $20.9M | 1.31% | −4,995−3.0% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 160,582 | $20.9M | 4.63% | −3,617−2.2% | Reduced |
| Ziegler Capital Management, LLC | 160,294 | $20.9M | 0.82% | −4,853−2.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 160,143 | $20.9M | 0.50% | +46,153+40.5% | Added |
| Fukoku Mutual Life Insurance Co | 160,100 | $20.9M | 1.89% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 160,033 | $20.9M | 1.35% | +36,217+29.3% | Added |
| Polaris Wealth Advisory Group, LLC | 159,713 | $20.8M | 1.53% | −9,030−5.4% | Reduced |
| Carret Asset Management, LLC | 158,875 | $20.7M | 2.88% | −5,147−3.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 158,777 | $20.7M | 0.26% | −85,037−34.9% | Reduced |
| Holocene Advisors, LP | 157,928 | $20.6M | 0.10% | −18,191−10.3% | Reduced |
| Martingale Asset Management L P | 154,034 | $20.1M | 0.39% | +111,645+263.4% | Added |
| Dakota Wealth Management | 152,217 | $19.8M | 1.33% | +10,142+7.1% | Added |
| Dixon Mitchell Investment Counsel Inc. | 152,093 | $19.8M | 1.24% | +481+0.3% | Added |
| ExodusPoint Capital Management, LP | 152,008 | $19.8M | 0.23% | +152,008 | New |
| Equitable Holdings, Inc. | 151,496 | $19.7M | 0.32% | +11,261+8.0% | Added |
| PGGM Investments | 151,452 | $19.7M | 0.33% | +30,484+25.2% | Added |