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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

Q2 2023 vs. Q1 2023

How the institutions holding JPMorgan Chase & Co changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of JPM: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders3,612303,672+90
Shares2.10B1.25M2.05B−52.5M (−2.5%)
Value$266.3B$160.3M$297.6B+$31.4B (+11.8%)

30 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (186)

Institutions that held JPMorgan Chase & Co at the end of Q2 2023 but not at the end of Q1 2023.

Showing the largest 100 of 186 by value.

Institutions new to JPM in Q2 2023
InstitutionSharesValue% of portfolio
UniSuper Management Pty Ltd716,625$104.2M1.18%
iA Global Asset Management Inc.381,686$55.5M1.47%
Brinker Capital Investments, LLC259,918$37.8M0.40%
Orion Portfolio Solutions, LLC259,918$37.8M0.40%
St Germain D J Co Inc208,626$30.3M1.60%
Nemes Rush Group LLC120,358$17.5M3.09%
EA Series Trust94,844$13.8M0.48%
Ashburton (Jersey) Ltd93,912$13.7M6.65%
Verde Servicos Internacionais S.A.88,563$12.9M3.21%
Main Street Research LLC83,547$12.2M1.94%
Genus Capital Management Inc.69,995$10.2M1.50%
Castleark Management LLC51,730$7.52M0.34%
Efg Capital International Corp.49,949$7.26M1.68%
Wintrust Investments LLC47,686$6.93M0.70%
Twinbeech Capital LP47,556$6.92M0.14%
Pearl River Capital, LLC44,670$6.50M1.05%
Stevens Capital Management LP44,282$6.44M1.32%
Hilton Capital Management, LLC42,067$6.12M0.73%
Concentric Capital Strategies, LP41,140$5.98M1.28%
Capital Markets Trading UK LLP37,759$5.49M4.02%
Optimas Capital Ltd35,800$5.21M6.02%
Beacon Harbor Wealth Advisors, Inc.30,322$4.41M1.44%
Fairhaven Wealth Management, LLC30,303$4.41M1.68%
Lombard Odier Asset Management (USA) Corp27,000$3.93M0.44%
Legacy CG, LLC25,459$3.70M1.81%
Crestline Management, LP25,000$3.64M0.40%
Mathes Company, Inc.24,941$3.63M1.59%
Slagle Financial, LLC24,314$3.54M2.20%
GQG Partners LLC24,140$3.51M0.01%
Portside Wealth Group, LLC22,332$3.25M0.60%
CoreCap Advisors, LLC22,234$3.23M0.23%
Leelyn Smith, LLC22,083$3.21M0.78%
Y-Intercept (Hong Kong) Ltd20,639$3.00M0.32%
Fortune Financial Advisors, LLC18,692$2.72M2.04%
Surience Private Wealth LLC18,423$2.68M3.84%
Keystone Financial Group17,575$2.56M0.43%
Moser Wealth Advisors, LLC17,479$2.54M1.71%
Alaska Permanent Fund Corp16,500$2.40M0.05%
Northwest Bank & Trust Co16,258$2.36M2.27%
Kingswood Wealth Advisors, LLC16,256$2.36M0.75%
Mirabella Financial Services LLP15,800$2.30M0.27%
Glaxis Capital Management, LLC15,000$2.18M8.28%
Odey Asset Management LLP14,567$2.12M0.78%
Tudor Investment Corp Et Al14,082$2.05M0.03%
Union Savings Bank12,951$2.05M1.22%
Stableford Capital II LLC13,258$2.04M0.90%
AustralianSuper Pty Ltd13,898$2.02M0.01%
MRP Capital Investments, LLC55,900$2.01M1.96%
Exchange Bank13,347$1.94M1.88%
BlueCrest Capital Management Ltd12,828$1.87M0.24%
Connective Portfolio Management, LLC12,080$1.77M4.39%
Invesco, LLC12,162$1.77M0.87%
U S Global Investors Inc12,000$1.75M0.10%
Eagle Capital Management, LLC11,060$1.61M0.90%
Landscape Capital Management, L.L.C.10,324$1.50M0.20%
Armstrong, Fleming & Moore, Inc10,195$1.48M1.36%
First Citizens Financial Corp10,147$1.48M1.00%
NWK Group, Inc.10,053$1.46M0.86%
Prelude Capital Management, LLC10,047$1.46M0.12%
Cynosure Management, LLC9,485$1.38M0.41%
Advanced Portfolio Management, LLC9,336$1.36M1.24%
Delphi Management Inc9,166$1.33M1.40%
MEMBERS Trust Co8,913$1.30M0.04%
Ascension Asset Management LLC8,804$1.28M0.78%
Apella Capital, LLC8,247$1.20M0.09%
Driehaus Capital Management LLC8,217$1.20M0.02%
Lazari Capital Management, Inc.8,145$1.18M0.67%
PKO Investment Management Joint-Stock Co7,403$1.08M0.13%
Prairie Sky Financial Group LLC7,232$1.05M0.71%
Jupiter Wealth Management LLC7,187$1.05M0.90%
Ramiah Investment Group7,071$1.03M1.00%
Probity Advisors, Inc.6,876$1.00M0.22%
Seven Mile Advisory6,496$944.8K1.10%
Sendero Wealth Management, LLC5,749$836.1K0.18%
Deuterium Capital Management, LLC5,595$813.7K1.14%
Mid-American Wealth Advisory Group, Inc.5,481$812.1K0.63%
Paragon Advisors, LLC5,543$806.0K0.26%
Dechtman Wealth Management, LLC5,456$793.5K0.24%
Arcataur Capital Management LLC5,442$791.5K0.32%
Security National Bank of So Dak5,166$751.3K0.54%
Inceptionr LLC4,654$676.9K0.36%
PFW Advisors LLC4,337$669.9K0.22%
Axq Capital, LP4,500$654.5K0.81%
Tyler-Stone Wealth Management4,500$654.0K0.37%
Alphadyne Asset Management LP4,265$620.3K1.90%
Verum Partners LLC4,040$587.6K0.53%
Corundum Trust Company, INC3,940$573.0K1.57%
Selective Wealth Management, Inc.3,835$556.6K0.28%
GTS Securities LLC3,812$554.4K0.02%
Cassia Capital Partners, LLC3,810$554.1K0.44%
Clarity Financial LLC3,714$540.1K0.08%
Partners Capital Investment Group, LLP3,707$539.1K0.01%
OneAscent Wealth Management LLC3,669$534.0K0.25%
National Wealth Management Group, LLC3,397$529.5K0.55%
Cherry Tree Wealth Management, LLC3,627$527.5K0.15%
Invenio Wealth Partners LLC3,627$527.5K0.60%
Plan Group Financial, LLC3,600$526.8K0.44%
Vawter Financial, Ltd.1,314$525.6K0.45%
Brown Wealth Management, LLC3,496$508.5K0.26%
Kingdom Financial Group LLC.3,417$497.0K0.49%

Sold out (96)

Institutions that held JPMorgan Chase & Co at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of JPM in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
First Republic Investment Management, Inc.3,196,244$416.5M
CCLA Investment Management Ltd457,639$59.6M
Samlyn Capital, LLC440,288$57.4M
Capula Management Ltd339,517$44.2M
Trexquant Investment LP318,342$41.5M
Voloridge Investment Management, LLC305,869$39.9M
Clear Street LLC300,000$39.1M
IMC-Chicago, LLC283,392$36.9M
Miller Value Partners, LLC269,917$35.2M
Walleye Trading LLC240,219$31.3M
Capital Investment Advisors, LLC200,021$26.1M
ING Groep NV167,435$21.8M
683 Capital Management, LLC147,000$19.2M
MYDA Advisors LLC126,500$16.5M
Segantii Capital Management Ltd100,000$13.0M
Armistice Capital, LLC84,000$10.9M
Goldentree Asset Management LP76,865$10.0M
Ycg, LLC75,206$9.80M
Point72 Asset Management, L.P.74,974$9.77M
Discovery Capital Management, LLC65,200$8.50M
Caas Capital Management LP62,909$8.20M
Walter Public Investments Inc.53,640$6.99M
FORA Capital, LLC52,725$6.87M
Gladius Capital Management LP51,551$6.72M
CMT Capital Markets Trading GmbH51,000$6.65M
Broadleaf Partners, LLC33,665$4.39M
Walleye Capital LLC33,462$4.36M
Dynamic Technology Lab Private Ltd29,823$3.89M
Beta Wealth Group, Inc.27,355$3.56M
HRT Financial LP27,140$3.54M
Greenfield Savings Bank25,047$3.26M
Norway Savings Bank23,063$3.01M
Cobalt Capital Management, Inc.19,638$2.56M
Compass Financial Advisors LLC18,398$2.40M
Quadrature Capital Ltd17,948$2.34M
Aquatic Capital Management LLC17,700$2.31M
Carmignac Gestion15,000$1.95M
Banco BTG Pactual S.A.14,200$1.90M
Exos TFP Holdings LLC14,332$1.87M
Strategic Investment Advisors13,639$1.78M
Central Asset Investments & Management Holdings (HK) Ltd12,000$1.56M
Iams Wealth Management, LLC11,104$1.43M
Passive Capital Management, LLC.10,377$1.35M
Kamunting Street Capital Management, L.P.10,000$1.30M
Intrepid Family Office LLC10,000$1.30M
1620 Investment Advisors, Inc.9,355$1.22M
Ayrshire Capital Management LLC8,568$1.12M
Halbert Hargrove Global Advisors, LLC8,321$1.08M
Keeley-Teton Advisors, LLC7,998$1.04M
Ted Buchan & Co7,302$951.6K
Qsemble Capital Management, LP7,200$938.2K
XY Capital Ltd7,200$938.2K
XR Securities LLC7,085$923.2K
Legacy Capital Wealth Partners, LLC6,092$793.9K
Bridgefront Capital, LLC5,907$769.7K
Westhampton Capital, LLC5,757$750.2K
Financial Consulate, Inc5,503$717.1K
Black Swift Group, LLC15,000$651.5K
Asset Allocation & Management Company, LLC4,327$564.0K
All Season Financial Advisors, Inc.4,323$563.3K
Epic Trust Investment Advisors, LLC4,253$554.3K
PMC FIG Opportunities LLC4,000$521.2K
Massachusetts Institute of Technology3,960$516.0K
Caliber Wealth Management, LLC3,779$492.4K
Marathon Trading Investment Management LLC3,364$438.4K
Milestone Investment Advisors LLC3,308$431.1K
Cim, LLC3,115$405.9K
Greenspring Advisors, LLC3,026$394.3K
Par Capital Management Inc3,000$390.9K
Renaissance Technologies LLC2,809$366.0K
Stonehearth Capital Management, LLC2,609$340.0K
West Chester Capital Advisors, Inc2,511$327.2K
Point72 Middle East FZE2,401$312.9K
Sherbrooke Park Advisers LLC2,400$312.7K
Capital Advisory Group Advisory Services, LLC2,247$292.9K
Morse Asset Management, Inc2,178$284.0K
Fortis Advisors, LLC2,000$260.6K
Affinia Financial Group, LLC1,830$257.5K
Echo Street Capital Management LLC1,810$235.9K
Confluence Investment Management LLC1,798$234.3K
Verity Asset Management, Inc.1,778$231.7K
Machina Capital S.A.S.931$121.3K
Schubert & Co786$102.4K
Ayalon Holdings Ltd.563$73.0K
Sageworth Trust Co407$53.0K
MBM Wealth Consultants, LLC150$20.0K
Richelieu Gestion PLC150$20.0K
WestEnd Advisors, LLC–$15.2K
Kalos Management, Inc.100$13.0K
Savior LLC100$13.0K
Bellwether Advisors, LLC96$12.6K
Cornerstone Management, Inc.70$9.12K
Beacon Capital Management, Inc.53$6.91K
Carderock Capital Management Inc25$3.26K
Elequin Capital LP3$391
One68 Global Capital, LLC400–

Not filed for Q2 2023 yet (30)

Institutions that held JPMorgan Chase & Co at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.