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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 151,337 | $19.7M | 0.46% | −250.0% | Reduced |
| Allen Investment Management LLC | 151,004 | $19.7M | 0.33% | +160+0.1% | Added |
| HBK Sorce Advisory LLC | 150,365 | $19.6M | 0.89% | −326,497−68.5% | Reduced |
| Wesleyan Assurance Society | 150,207 | $19.6M | 2.27% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 149,601 | $19.5M | 0.83% | −1,299−0.9% | Reduced |
| Gratus Capital LLC | 149,092 | $19.4M | 1.49% | −540.0% | Reduced |
| Erste Asset Management GmbH | 150,473 | $19.4M | 0.37% | −17,427−10.4% | Reduced |
| Absher Wealth Management, LLC | 148,953 | $19.4M | 3.36% | −63,747−30.0% | Reduced |
| Stonebridge Capital Advisors LLC | 148,829 | $19.4M | 2.21% | +2,220+1.5% | Added |
| Parsons Capital Management Inc | 148,537 | $19.4M | 1.56% | −751−0.5% | Reduced |
| Achmea Investment Management B.V. | 147,750 | $19.3M | 0.56% | +15,581+11.8% | Added |
| Brookfield Asset Management Inc. | 147,266 | $19.2M | 0.08% | −14,197−8.8% | Reduced |
| South State Corp. | 147,032 | $19.2M | 1.77% | −16,334−10.0% | Reduced |
| 683 Capital Management, LLC | 147,000 | $19.2M | 1.71% | +147,000 | New |
| Bollard Group LLC | 146,979 | $19.2M | 0.69% | +7,738+5.6% | Added |
| Foster Dykema Cabot & Co Inc | 146,264 | $19.1M | 2.45% | +1,423+1.0% | Added |
| Jones Financial Companies LLLP | 145,956 | $19.0M | 0.03% | −937−0.6% | Reduced |
| Logan Capital Management Inc | 145,944 | $19.0M | 0.92% | −24,294−14.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 145,806 | $19.0M | 0.10% | +86,540+146.0% | Added |
| Illinois Municipal Retirement Fund | 145,700 | $19.0M | 0.40% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 167,882 | $18.7M | 0.90% | +16,768+11.1% | Added |
| Patten & Patten Inc | 143,333 | $18.7M | 1.64% | +830+0.6% | Added |
| Advisor Partners II, LLC | 142,790 | $18.6M | 1.03% | +7,239+5.3% | Added |
| Two Sigma Securities, LLC | 141,426 | $18.4M | 1.53% | +136,181+2,596.4% | Added |
| Steel Peak Wealth Management LLC | 140,745 | $18.3M | 1.25% | +2,786+2.0% | Added |
| Eisler Capital (UK) Ltd. | 140,598 | $18.3M | 1.58% | −187,019−57.1% | Reduced |
| Snowden Capital Advisors LLC | 140,472 | $18.3M | 0.71% | +4,358+3.2% | Added |
| NewEdge Wealth, LLC | 139,986 | $18.2M | 0.69% | +15,952+12.9% | Added |
| Neville Rodie & Shaw Inc | 139,537 | $18.2M | 1.65% | −3,079−2.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 139,351 | $18.2M | 2.74% | −10,805−7.2% | Reduced |
| Azimuth Capital Investment Management LLC | 138,464 | $18.0M | 0.89% | −1,950−1.4% | Reduced |
| Northwest & Ethical Investments L.P. | 136,196 | $17.7M | 0.59% | −434−0.3% | Reduced |
| Rbo & Co LLC | 136,084 | $17.7M | 3.09% | −683−0.5% | Reduced |
| New Mexico Educational Retirement Board | 135,750 | $17.7M | 0.89% | −4,300−3.1% | Reduced |
| Moors & Cabot, Inc. | 135,716 | $17.7M | 1.22% | +113+0.1% | Added |
| GYL Financial Synergies, LLC | 135,232 | $17.6M | 2.11% | +112,778+502.3% | Added |
| Private Asset Management Inc | 135,097 | $17.6M | 2.90% | −5,640−4.0% | Reduced |
| Willis Investment Counsel | 134,922 | $17.6M | 1.15% | +242+0.2% | Added |
| BLB&B Advisors, LLC | 134,802 | $17.6M | 1.31% | −3,064−2.2% | Reduced |
| Evergreen Capital Management LLC | 134,379 | $17.5M | 0.79% | −11,706−8.0% | Reduced |
| Noesis Capital Mangement Corp | 134,058 | $17.5M | 4.42% | +1,745+1.3% | Added |
| Osborne Partners Capital Management, LLC | 133,261 | $17.4M | 1.27% | +321+0.2% | Added |
| Hi-Line Capital Management, LLC | 133,160 | $17.4M | 5.92% | +1,107+0.8% | Added |
| Bourgeon Capital Management LLC | 132,821 | $17.3M | 4.12% | +797+0.6% | Added |
| Kanawha Capital Management LLC | 132,672 | $17.3M | 1.66% | +1,243+0.9% | Added |
| Edmond de Rothschild Holding S.A. | 132,641 | $17.3M | 0.40% | −9,263−6.5% | Reduced |
| Callahan Advisors, LLC | 132,629 | $17.3M | 2.23% | −529−0.4% | Reduced |
| Albion Financial Group | 131,878 | $17.2M | 1.57% | −2,019−1.5% | Reduced |
| Banque Pictet & Cie SA | 131,321 | $17.1M | 0.17% | −1,384−1.0% | Reduced |
| Narwhal Capital Management | 131,239 | $17.1M | 2.14% | −9,194−6.5% | Reduced |
| Metropolitan Life Insurance Co | 131,196 | $17.1M | 0.88% | −38,461−22.7% | Reduced |
| Rempart Asset Management Inc. | 130,832 | $17.0M | 3.77% | +1,996+1.5% | Added |
| Osher Van de Voorde Investment Management | 130,509 | $17.0M | 4.72% | −20,671−13.7% | Reduced |
| HB Wealth Management, LLC | 129,704 | $16.9M | 0.29% | +3,971+3.2% | Added |
| Adviser Investments LLC | 129,327 | $16.9M | 0.40% | +2,811+2.2% | Added |
| Forbes J M & Co LLP | 128,435 | $16.7M | 2.29% | +4,160+3.3% | Added |
| First American Bank | 128,409 | $16.7M | 1.53% | −1,657−1.3% | Reduced |
| Linscomb & Williams, Inc. | 128,040 | $16.7M | 0.88% | −1,604−1.2% | Reduced |
| Empyrean Capital Partners, LP | 128,000 | $16.7M | 0.68% | +128,000 | New |
| Banque Cantonale Vaudoise | 127,770 | $16.6M | 0.82% | +451+0.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 127,684 | $16.6M | 2.49% | +1,935+1.5% | Added |
| Credit Agricole S A | 127,492 | $16.6M | 0.71% | +39,541+45.0% | Added |
| Miramar Capital, LLC | 126,946 | $16.5M | 4.25% | +320+0.3% | Added |
| Alley Investment Management Company, LLC | 126,611 | $16.5M | 2.75% | +3,733+3.0% | Added |
| MYDA Advisors LLC | 126,500 | $16.5M | 6.94% | +126,500 | New |
| Bailard, Inc. | 126,222 | $16.4M | 0.59% | +2,532+2.0% | Added |
| First Long Island Investors, LLC | 125,634 | $16.4M | 1.66% | −972−0.8% | Reduced |
| WSFS Capital Management, LLC | 125,294 | $16.3M | 1.70% | −1,779−1.4% | Reduced |
| Culbertson A N & Co Inc | 124,332 | $16.2M | 3.31% | +1,175+1.0% | Added |
| TownSquare Capital, LLC | 124,187 | $16.2M | 0.36% | +13,030+11.7% | Added |
| Guardian Capital Advisors LP | 125,411 | $16.1M | 1.86% | +109+0.1% | Added |
| Birch Hill Investment Advisors LLC | 123,624 | $16.1M | 1.00% | −1,887−1.5% | Reduced |
| Kempen Capital Management N.V. | 123,213 | $16.1M | 0.31% | −7,079−5.4% | Reduced |
| Transform Wealth, LLC | 123,085 | $16.0M | 1.51% | +20,654+20.2% | Added |
| Motco | 121,839 | $15.9M | 1.08% | +989+0.8% | Added |
| Meridian Wealth Management, LLC | 121,687 | $15.9M | 1.38% | +821+0.7% | Added |
| Cresset Asset Management, LLC | 121,566 | $15.8M | 0.32% | −10,423−7.9% | Reduced |
| Prospera Financial Services Inc | 121,200 | $15.8M | 0.65% | +32,096+36.0% | Added |
| PEAK6 Investments LLC | 120,512 | $15.7M | 0.99% | +2,222+1.9% | Added |
| Parallel Advisors, LLC | 120,335 | $15.7M | 0.53% | +51,259+74.2% | Added |
| TruWealth Advisors, LLC | 120,230 | $15.7M | 1.44% | +3,176+2.7% | Added |
| Resources Investment Advisors, LLC. | 119,952 | $15.6M | 0.37% | +9,479+8.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 119,266 | $15.5M | 0.54% | +597+0.5% | Added |
| KMG Fiduciary Partners, LLC | 118,330 | $15.4M | 2.21% | −5,613−4.5% | Reduced |
| Cannell Peter B & Co Inc | 118,101 | $15.4M | 0.55% | −7,259−5.8% | Reduced |
| Metis Global Partners, LLC | 117,923 | $15.4M | 0.99% | +29,675+33.6% | Added |
| Acadian Asset Management LLC | 117,350 | $15.3M | 0.07% | −3,555−2.9% | Reduced |
| Stillwater Capital Advisors, LLC | 115,574 | $15.1M | 2.92% | −1,554−1.3% | Reduced |
| Atlantic Union Bankshares Corp | 115,149 | $15.0M | 1.56% | −430.0% | Reduced |
| Courant Investment Management LLC | 114,592 | $14.9M | 16.51% | −22,000−16.1% | Reduced |
| Advisory Services Network, LLC | 114,266 | $14.9M | 0.41% | −2,611−2.2% | Reduced |
| Adell Harriman & Carpenter Inc | 113,845 | $14.8M | 1.59% | +1,463+1.3% | Added |
| Greenleaf Trust | 113,843 | $14.8M | 0.17% | +6,207+5.8% | Added |
| Great Valley Advisor Group, Inc. | 113,135 | $14.7M | 0.69% | +14,436+14.6% | Added |
| Canandaigua National Bank & Trust Co | 113,011 | $14.7M | 2.48% | +113,011 | New |
| Drexel Morgan & Co. | 112,950 | $14.7M | 3.71% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 112,545 | $14.7M | 1.40% | +5,954+5.6% | Added |
| Dearborn Partners LLC | 112,509 | $14.7M | 0.58% | +3,998+3.7% | Added |
| Curi Capital | 112,297 | $14.6M | 2.11% | −17,522−13.5% | Reduced |
| Congress Asset Management Co | 112,124 | $14.6M | 0.14% | +109+0.1% | Added |