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 |
|---|---|---|---|---|---|
| Biondo Investment Advisors, LLC | 90,368 | $11.8M | 2.38% | −415−0.5% | Reduced |
| Cincinnati Financial Corp | 90,000 | $11.7M | 0.28% | 00.0% | Unchanged |
| Viking Fund Management LLC | 90,000 | $11.7M | 2.26% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 89,993 | $11.7M | 2.06% | +2,605+3.0% | Added |
| Tufton Capital Management | 89,674 | $11.7M | 2.53% | +467+0.5% | Added |
| Greenwood Gearhart Inc | 89,645 | $11.7M | 1.49% | +3,301+3.8% | Added |
| Montag A & Associates Inc | 89,389 | $11.6M | 0.76% | −1,105−1.2% | Reduced |
| Horizon Investments, LLC | 90,082 | $11.6M | 0.34% | −14,584−13.9% | Reduced |
| Addenda Capital Inc. | 88,982 | $11.6M | 0.48% | −9,613−9.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 88,850 | $11.6M | 1.32% | +1,655+1.9% | Added |
| Strategic Global Advisors, LLC | 88,352 | $11.5M | 1.85% | +22,212+33.6% | Added |
| Leavell Investment Management, Inc. | 87,732 | $11.4M | 0.82% | +349+0.4% | Added |
| Grimes & Company, Inc. | 87,642 | $11.4M | 0.47% | +3,052+3.6% | Added |
| Talbot Financial, LLC | 87,535 | $11.4M | 2.12% | −17,293−16.5% | Reduced |
| Schnieders Capital Management LLC | 87,358 | $11.4M | 2.55% | +767+0.9% | Added |
| Savant Capital, LLC | 87,038 | $11.3M | 0.21% | +14,340+19.7% | Added |
| Freestone Capital Holdings, LLC | 86,662 | $11.3M | 0.50% | +278+0.3% | Added |
| Cohen Capital Management, Inc. | 86,559 | $11.3M | 2.28% | −256−0.3% | Reduced |
| Vantage Investment Partners, LLC | 86,549 | $11.3M | 1.54% | +1,827+2.2% | Added |
| Earnest Partners LLC | 86,416 | $11.3M | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 86,352 | $11.3M | 0.46% | +1,446+1.7% | Added |
| Level Four Advisory Services, LLC | 86,194 | $11.2M | 0.74% | +1,333+1.6% | Added |
| Stamos Capital Partners, L.P. | 86,060 | $11.2M | 2.89% | +28,130+48.6% | Added |
| Verition Fund Management LLC | 86,020 | $11.2M | 0.18% | +56,601+192.4% | Added |
| Jupiter Asset Management Ltd | 85,885 | $11.2M | 0.15% | −43,838−33.8% | Reduced |
| Lyell Wealth Management, LP | 85,832 | $11.2M | 1.57% | −1,946−2.2% | Reduced |
| Integrated Advisors Network LLC | 85,806 | $11.2M | 0.67% | −4,831−5.3% | Reduced |
| Novare Capital Management LLC | 85,802 | $11.2M | 1.27% | −2,122−2.4% | Reduced |
| Forum Financial Management, LP | 85,578 | $11.2M | 0.32% | −1,714−2.0% | Reduced |
| Hoylecohen, LLC | 85,397 | $11.1M | 1.04% | −366−0.4% | Reduced |
| Sit Investment Associates Inc | 85,064 | $11.1M | 0.30% | −1,452−1.7% | Reduced |
| Stockman Wealth Management, Inc. | 85,007 | $11.1M | 2.48% | −2,145−2.5% | Reduced |
| Bright Rock Capital Management, LLC | 85,000 | $11.1M | 2.77% | −25,000−22.7% | Reduced |
| Matthew 25 Management Corp | 85,000 | $11.1M | 4.32% | −2,500−2.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 84,490 | $11.0M | 1.20% | −735−0.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 84,338 | $11.0M | 1.54% | +1,955+2.4% | Added |
| Armistice Capital, LLC | 84,000 | $10.9M | 0.25% | +84,000 | New |
| Community Bank, N.A. | 83,897 | $10.9M | 1.48% | +1,327+1.6% | Added |
| Grand Jean Capital Management Inc | 83,594 | $10.9M | 4.19% | +16,615+24.8% | Added |
| Palisade Asset Management, LLC | 83,486 | $10.9M | 1.33% | −93−0.1% | Reduced |
| New Republic Capital, LLC | 83,341 | $10.9M | 8.20% | +7,784+10.3% | Added |
| Empirical Finance, LLC | 82,960 | $10.8M | 1.01% | +3,829+4.8% | Added |
| Allworth Financial LP | 82,950 | $10.8M | 0.11% | +5,213+6.7% | Added |
| GHP Investment Advisors, Inc. | 82,587 | $10.8M | 0.68% | +2,369+3.0% | Added |
| Haverford Financial Services, Inc. | 82,481 | $10.7M | 3.36% | −288−0.3% | Reduced |
| Woodmont Investment Counsel LLC | 82,306 | $10.7M | 1.15% | +4,585+5.9% | Added |
| Longbow Finance SA | 82,221 | $10.7M | 1.35% | −78,935−49.0% | Reduced |
| Burns J W & Co Inc | 82,064 | $10.7M | 1.82% | +766+0.9% | Added |
| Transcend Wealth Collective, LLC | 81,973 | $10.7M | 1.12% | −3,083−3.6% | Reduced |
| Bleakley Financial Group, LLC | 81,801 | $10.7M | 0.36% | +7,856+10.6% | Added |
| Rice Partnership, LLC | 81,381 | $10.6M | 3.18% | −1,475−1.8% | Reduced |
| Thompson Investment Management, Inc. | 81,349 | $10.6M | 1.79% | +235+0.3% | Added |
| Simmons Bank | 81,280 | $10.6M | 0.90% | −132−0.2% | Reduced |
| RPG Investment Advisory, LLC | 81,101 | $10.6M | 1.87% | −70−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 81,067 | $10.6M | 2.53% | +771+1.0% | Added |
| FourThought Financial Partners, LLC | 80,360 | $10.5M | 1.44% | +14,981+22.9% | Added |
| Shelton Capital Management | 80,338 | $10.5M | 0.44% | +45,938+133.5% | Added |
| SFE Investment Counsel | 75,053 | $10.4M | 3.22% | +1,067+1.4% | Added |
| General American Investors Co Inc | 80,000 | $10.4M | 0.99% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 79,509 | $10.4M | 1.45% | +455+0.6% | Added |
| Girard Partners Ltd. | 79,430 | $10.4M | 1.14% | −5,764−6.8% | Reduced |
| Whitener Capital Management, Inc. | 79,357 | $10.3M | 4.32% | −1,363−1.7% | Reduced |
| Coldstream Capital Management Inc | 79,356 | $10.3M | 0.35% | −230.0% | Reduced |
| GAM Holding AG | 79,349 | $10.3M | 0.72% | +278+0.4% | Added |
| Courier Capital LLC | 79,306 | $10.3M | 1.14% | −1,805−2.2% | Reduced |
| Winslow Asset Management Inc | 78,971 | $10.3M | 2.40% | −569−0.7% | Reduced |
| Socorro Asset Management LP | 78,875 | $10.3M | 4.54% | −5,802−6.9% | Reduced |
| Ardent Capital Management, Inc. | 78,732 | $10.3M | 7.37% | −338−0.4% | Reduced |
| Amica Mutual Insurance Co | 78,720 | $10.3M | 1.14% | −5,048−6.0% | Reduced |
| Apollon Wealth Management, LLC | 78,487 | $10.2M | 0.63% | +7,981+11.3% | Added |
| Iowa State Bank | 78,392 | $10.2M | 2.56% | +1,613+2.1% | Added |
| JB Capital LLC | 78,112 | $10.2M | 0.93% | +2,086+2.7% | Added |
| CWA Asset Management Group, LLC | 78,085 | $10.2M | 0.76% | −4,477−5.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 77,871 | $10.1M | 0.65% | −370−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 77,780 | $10.1M | 0.21% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 72,786 | $10.1M | 0.17% | −214,523−74.7% | Reduced |
| Community Bank of Raymore | 77,597 | $10.1M | 3.87% | −13,788−15.1% | Reduced |
| Moreno Evelyn V | 77,473 | $10.1M | 2.29% | +258+0.3% | Added |
| Valicenti Advisory Services Inc | 77,309 | $10.1M | 3.36% | +5,882+8.2% | Added |
| 1st Source Bank | 77,181 | $10.1M | 0.67% | −1,031−1.3% | Reduced |
| Goldentree Asset Management LP | 76,865 | $10.0M | 0.94% | +76,865 | New |
| Eagle Ridge Investment Management | 76,701 | $9.99M | 1.12% | −500−0.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 76,524 | $9.97M | 1.84% | +2,370+3.2% | Added |
| Prime Capital Investment Advisors, LLC | 76,434 | $9.96M | 0.41% | +5,118+7.2% | Added |
| King Wealth | 76,258 | $9.94M | 2.20% | +1,897+2.6% | Added |
| Alberta Investment Management Corp | 76,100 | $9.92M | 0.10% | −67,602−47.0% | Reduced |
| Fort Sheridan Advisors LLC | 75,994 | $9.90M | 2.51% | +10,938+16.8% | Added |
| Two Sigma Advisers, LP | 75,800 | $9.88M | 0.03% | −181,900−70.6% | Reduced |
| Belpointe Asset Management LLC | 75,640 | $9.86M | 0.53% | −95−0.1% | Reduced |
| Everence Capital Management Inc | 75,425 | $9.83M | 0.80% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 75,211 | $9.80M | 1.47% | −2,432−3.1% | Reduced |
| Country Club Bank | 76,120 | $9.80M | 0.81% | +9,858+14.9% | Added |
| Ycg, LLC | 75,206 | $9.80M | 0.96% | −349−0.5% | Reduced |
| Balyasny Asset Management LLC | 75,087 | $9.78M | 0.03% | +75,087 | New |
| Circle Wealth Management, LLC | 74,995 | $9.77M | 1.41% | −13,039−14.8% | Reduced |
| Point72 Asset Management, L.P. | 74,974 | $9.77M | 0.03% | +74,974 | New |
| NJ State Employees Deferred Compensation Plan | 74,800 | $9.75M | 1.50% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 74,798 | $9.75M | 0.52% | +40,861+120.4% | Added |
| Vinva Investment Management Ltd | 75,647 | $9.74M | 0.82% | +75,647 | New |
| WealthBridge Investment Counsel Inc. | 74,606 | $9.72M | 4.30% | −1,135−1.5% | Reduced |