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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 112,027 | $14.6M | 0.73% | −4,832−4.1% | Reduced |
| United Asset Strategies, Inc. | 111,667 | $14.6M | 1.92% | −2,458−2.2% | Reduced |
| Applied Finance Capital Management, LLC | 111,665 | $14.6M | 1.81% | +558+0.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 111,595 | $14.5M | 3.28% | −81−0.1% | Reduced |
| Bridgeway Capital Management, LLC | 110,162 | $14.4M | 0.38% | −5,188−4.5% | Reduced |
| MainStreet Investment Advisors LLC | 110,077 | $14.3M | 1.58% | +685+0.6% | Added |
| Squarepoint Ops LLC | 109,750 | $14.3M | 0.10% | −56,454−34.0% | Reduced |
| Texas Yale Capital Corp. | 109,651 | $14.3M | 0.73% | +101+0.1% | Added |
| Park Avenue Securities LLC | 109,649 | $14.3M | 0.25% | +540.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 108,796 | $14.2M | 1.26% | −396−0.4% | Reduced |
| Grassi Investment Management | 108,789 | $14.2M | 1.76% | −473−0.4% | Reduced |
| Washington Trust Bank | 108,569 | $14.1M | 1.51% | +7,738+7.7% | Added |
| Assetmark, Inc | 108,535 | $14.1M | 0.06% | +12,681+13.2% | Added |
| Perfromance Wealth Partners, LLC | 108,462 | $14.1M | 0.72% | +150.0% | Added |
| Cabot Wealth Management Inc | 108,203 | $14.1M | 2.23% | −507−0.5% | Reduced |
| SS&H Financial Advisors, Inc. | 107,820 | $14.1M | 6.44% | +4,534+4.4% | Added |
| Gillespie Robinson & Grimm Inc | 107,484 | $14.0M | 1.36% | −4,060−3.6% | Reduced |
| Webster Bank, N. A. | 107,409 | $14.0M | 1.82% | −3,316−3.0% | Reduced |
| Diversified Trust Co | 107,393 | $14.0M | 0.54% | +1,246+1.2% | Added |
| CSM Advisors, LLC | 107,289 | $14.0M | 1.21% | +7,699+7.7% | Added |
| Colonial Trust Advisors | 106,893 | $13.9M | 1.64% | −1,595−1.5% | Reduced |
| Sonora Investment Management Group, LLC | 106,379 | $13.9M | 1.21% | +2,977+2.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 106,131 | $13.8M | 2.19% | +1,655+1.6% | Added |
| Brown Brothers Harriman & Co | 106,045 | $13.8M | 0.12% | +165+0.2% | Added |
| Edge Capital Group, LLC | 105,955 | $13.8M | 0.85% | +19,693+22.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 105,004 | $13.7M | 0.93% | −814−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 104,980 | $13.7M | 0.57% | −810−0.8% | Reduced |
| Anderson Hoagland & Co | 104,859 | $13.7M | 1.96% | −75−0.1% | Reduced |
| Torray LLC | 104,691 | $13.6M | 2.45% | −570−0.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 104,590 | $13.6M | 0.22% | −3,280−3.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 104,371 | $13.6M | 1.11% | −723−0.7% | Reduced |
| Baxter Bros Inc | 104,312 | $13.6M | 2.14% | −750−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 104,252 | $13.6M | 1.41% | +27,563+35.9% | Added |
| Vestmark Advisory Solutions, Inc. | 104,238 | $13.6M | 0.59% | −2,586−2.4% | Reduced |
| Trust Co of Virginia | 103,826 | $13.5M | 1.50% | +701+0.7% | Added |
| Bragg Financial Advisors, Inc | 103,456 | $13.5M | 0.80% | +761+0.7% | Added |
| Rothschild Capital Partners, LLC | 103,147 | $13.4M | 5.51% | +450.0% | Added |
| Fiduciary Group LLC | 103,072 | $13.4M | 1.75% | −1,009−1.0% | Reduced |
| Sigma Planning Corp | 103,025 | $13.4M | 0.45% | +9,818+10.5% | Added |
| Lincoln National Corp | 102,964 | $13.4M | 0.28% | −218−0.2% | Reduced |
| SG Americas Securities, LLC | 102,905 | $13.4M | 0.18% | −241,386−70.1% | Reduced |
| First American Trust, FSB | 102,749 | $13.4M | 1.99% | +1,104+1.1% | Added |
| TD Private Client Wealth LLC | 102,131 | $13.3M | 0.60% | −16,727−14.1% | Reduced |
| Clear Harbor Asset Management, LLC | 102,090 | $13.3M | 1.38% | +49,567+94.4% | Added |
| Gluskin Sheff & Assoc Inc | 101,905 | $13.3M | 0.72% | −7,349−6.7% | Reduced |
| JGP Wealth Management, LLC | 101,383 | $13.2M | 2.32% | +28,853+39.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 101,392 | $13.2M | 1.38% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 101,287 | $13.2M | 0.26% | +16,993+20.2% | Added |
| United Bank | 101,264 | $13.2M | 1.69% | −197−0.2% | Reduced |
| First Financial Bank - Trust Division | 101,038 | $13.2M | 1.41% | −161−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 100,790 | $13.1M | 0.27% | +33,091+48.9% | Added |
| Middleton & Co Inc | 100,761 | $13.1M | 1.89% | −425−0.4% | Reduced |
| BTC Capital Management, Inc. | 100,739 | $13.1M | 1.51% | +1,041+1.0% | Added |
| James Investment Research Inc | 100,369 | $13.1M | 1.73% | −778−0.8% | Reduced |
| Clearstead Advisors, LLC | 100,154 | $13.1M | 0.95% | +1,457+1.5% | Added |
| Hudson Bay Capital Management LP | 100,000 | $13.0M | 0.14% | +5,000+5.3% | Added |
| Segantii Capital Management Ltd | 100,000 | $13.0M | 0.57% | +100,000 | New |
| Fiduciary Alliance LLC | 99,885 | $13.0M | 3.27% | +3,907+4.1% | Added |
| Sawtooth Solutions, LLC | 99,004 | $12.9M | 0.34% | +61,797+166.1% | Added |
| NBT Bank N A | 98,998 | $12.9M | 1.89% | −624−0.6% | Reduced |
| Empowered Funds, LLC | 98,971 | $12.9M | 0.76% | +4,275+4.5% | Added |
| Moneta Group Investment Advisors LLC | 98,631 | $12.9M | 0.31% | +10,411+11.8% | Added |
| New England Asset Management Inc | 98,342 | $12.8M | 1.91% | −6,810−6.5% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $12.8M | 1.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 97,522 | $12.7M | 0.61% | +4,991+5.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 97,135 | $12.7M | 0.53% | −1,680−1.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 97,092 | $12.7M | 1.48% | −1,461−1.5% | Reduced |
| Telemus Capital, LLC | 96,762 | $12.6M | 1.11% | −98−0.1% | Reduced |
| Pallas Capital Advisors LLC | 88,793 | $12.5M | 1.17% | +4,991+6.0% | Added |
| Farmers Trust Co | 95,874 | $12.5M | 2.76% | −337−0.4% | Reduced |
| We Are One Seven, LLC | 95,563 | $12.5M | 0.79% | +15,249+19.0% | Added |
| Verdence Capital Advisors LLC | 95,499 | $12.4M | 1.50% | −1,164−1.2% | Reduced |
| Bank Hapoalim BM | 95,292 | $12.4M | 1.71% | −21,972−18.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 94,968 | $12.4M | 0.64% | +9,714+11.4% | Added |
| Westchester Capital Management, Inc. | 94,919 | $12.4M | 3.56% | −1,719−1.8% | Reduced |
| Chicago Partners Investment Group LLC | 87,702 | $12.3M | 0.72% | +6,368+7.8% | Added |
| Peak Asset Management, LLC | 94,471 | $12.3M | 3.01% | −83−0.1% | Reduced |
| CCM Investment Advisers LLC | 94,168 | $12.3M | 1.74% | −6,120−6.1% | Reduced |
| Vancity Investment Management Ltd | 94,167 | $12.3M | 1.72% | −6,954−6.9% | Reduced |
| Edge Wealth Management LLC | 94,209 | $12.3M | 2.81% | +8,088+9.4% | Added |
| Rossmore Private Capital | 94,078 | $12.3M | 1.92% | −120.0% | Reduced |
| Ledyard National Bank | 93,617 | $12.2M | 1.40% | −3,103−3.2% | Reduced |
| Sand Hill Global Advisors, LLC | 93,350 | $12.2M | 0.65% | −432−0.5% | Reduced |
| Mitchell Sinkler & Starr | 93,227 | $12.1M | 3.59% | +1,270+1.4% | Added |
| Daymark Wealth Partners, LLC | 93,072 | $12.1M | 1.61% | +16,631+21.8% | Added |
| Cincinnati Casualty Co | 93,000 | $12.1M | 7.59% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $12.1M | 4.83% | 00.0% | Unchanged |
| Overbrook Management Corp | 92,884 | $12.1M | 3.17% | −799−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 92,710 | $12.1M | 2.10% | −1,452−1.5% | Reduced |
| Eagle Rock Investment Company, LLC | 92,559 | $12.1M | 2.77% | −6,848−6.9% | Reduced |
| Assenagon Asset Management S.A. | 92,552 | $12.1M | 0.05% | −590−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 92,202 | $12.0M | 0.31% | +269+0.3% | Added |
| Pictet North America Advisors SA | 91,971 | $12.0M | 1.93% | −8,556−8.5% | Reduced |
| Wetherby Asset Management Inc | 91,774 | $12.0M | 0.70% | +4,385+5.0% | Added |
| Endurance Wealth Management, Inc. | 91,692 | $11.9M | 1.70% | −142−0.2% | Reduced |
| Charter Trust Co | 91,595 | $11.9M | 0.95% | −3,186−3.4% | Reduced |
| Shell Asset Management Co | 91,017 | $11.9M | 0.49% | −46,552−33.8% | Reduced |
| Kornitzer Capital Management Inc | 90,823 | $11.8M | 0.24% | +1,413+1.6% | Added |
| Axxcess Wealth Management, LLC | 90,773 | $11.8M | 0.93% | +3,279+3.7% | Added |
| Hennessy Advisors Inc | 90,400 | $11.8M | 0.87% | −350−0.4% | Reduced |