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; 5,156 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, Q2 2023
Institutional positions in JPMorgan Chase & Co as of Jun 30, 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
- 3,672
- +90 vs. Q1 2023
- Shares held
- 2.05B
- −52.5M (−2.5%) vs. Q1 2023
- Total value
- $297.6B
- +$31.4B (+11.8%) vs. Q1 2023
- New holders
- 186
- 1,625 more added
- Sold out
- 96
- 1,514 more reduced
30 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 7,493 | $93 | 0.01% | +7,493 | New |
| First Command Advisory Services, Inc. | 1 | $145 | 0.00% | +1 | New |
| Macroview Investment Management LLC | 3 | $437 | 0.00% | +3 | New |
| Insight Financial Services | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 12 | $1.75K | 0.00% | +12 | New |
| Sanctuary Wealth Management, L.L.C. | 20 | $2.91K | 0.00% | +20 | New |
| FNY Investment Advisers, LLC | 25 | $3.00K | 0.00% | −1,475−98.3% | Reduced |
| USA Financial Portformulas Corp | 33 | $4.80K | 0.01% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 37 | $5.38K | 0.00% | −189−83.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 53 | $7.75K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 60 | $8.73K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $8.95K | 0.00% | −22−26.2% | Reduced |
| HWG Holdings LP | 63 | $9.16K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 66 | $9.61K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 68 | $9.89K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 77 | $11.0K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 79 | $11.5K | 0.71% | −19−19.4% | Reduced |
| Activest Wealth Management | 107 | $13.9K | 0.01% | +5+4.9% | Added |
| Johnson Midwest Financial, LLC | 97 | $14.1K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 99 | $14.4K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 99 | $14.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 109 | $15.8K | 0.01% | +71+186.8% | Added |
| Sturgeon Ventures LLP | 115 | $16.6K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 129 | $18.8K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 138 | $20.2K | 0.03% | +16+13.1% | Added |
| Sofos Investments, Inc. | 172 | $20.8K | 0.09% | +42+32.3% | Added |
| Your Advocates Ltd., LLP | 150 | $21.8K | 0.01% | +100+200.0% | Added |
| Lowe Wealth Advisors, LLC | 170 | $24.7K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 174 | $25.3K | 0.01% | +174 | New |
| Delos Wealth Advisors, LLC | 213 | $31.0K | 0.04% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 222 | $32.3K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 230 | $33.5K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 251 | $36.0K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 267 | $38.8K | 0.03% | −761−74.0% | Reduced |
| Tower View Investment Management & Research LLC | 277 | $40.0K | 0.03% | +2+0.7% | Added |
| Bromfield Sneider Wealth Advisors | 290 | $42.2K | 0.03% | 00.0% | Unchanged |
| Robbins Farley LLC | 325 | $47.3K | 0.03% | −150−31.6% | Reduced |
| Red Tortoise LLC | 342 | $49.7K | 0.03% | +38+12.5% | Added |
| Horizons Wealth Management | 348 | $50.6K | 0.04% | +30+9.4% | Added |
| Tanaka Capital Management Inc | 351 | $51.0K | 0.14% | −35−9.1% | Reduced |
| Ulland Investment Advisors, LLC | 350 | $51.0K | 0.05% | 00.0% | Unchanged |
| New Millennium Group LLC | 356 | $51.8K | 0.05% | −9−2.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 380 | $55.3K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 400 | $58.2K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 409 | $59.5K | 0.02% | +18+4.6% | Added |
| Aspire Private Capital, LLC | 418 | $60.7K | 0.02% | +1+0.2% | Added |
| VitalStone Financial, LLC | 464 | $61.0K | 0.03% | +463+46,300.0% | Added |
| Hoese & Co LLP | 445 | $64.7K | 0.06% | −1,003−69.3% | Reduced |
| Iron Horse Wealth Management, LLC | 455 | $66.2K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 460 | $66.9K | 0.05% | +460 | New |
| Mendota Financial Group, LLC | 483 | $70.2K | 0.08% | −16−3.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 502 | $73.0K | 0.03% | −23−4.4% | Reduced |
| Quarry LP | 508 | $73.9K | 0.05% | −248−32.8% | Reduced |
| Global Wealth Strategies & Associates | 515 | $74.9K | 0.04% | −20−3.7% | Reduced |
| Tfo-TDC, LLC | 536 | $78.0K | 0.02% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 547 | $80.0K | 0.02% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 563 | $81.9K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 565 | $82.1K | 0.03% | −68−10.7% | Reduced |
| Acima Private Wealth, LLC | 569 | $82.8K | 0.04% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 610 | $88.7K | 0.05% | −23−3.6% | Reduced |
| Disciplina Capital Management LLC | 670 | $97.5K | 0.02% | +461+220.6% | Added |
| Maryland Capital Advisors Inc. | 678 | $98.6K | 0.08% | +103+17.9% | Added |
| Antonetti Capital Management LLC | 679 | $98.8K | 0.14% | −66−8.9% | Reduced |
| Lansing Street Advisors | 681 | $99.1K | 0.06% | +4+0.6% | Added |
| Guardian Wealth Management, Inc. | 711 | $103.4K | 0.09% | +5+0.7% | Added |
| Ridgewood Investments LLC | 719 | $104.6K | 0.06% | −542−43.0% | Reduced |
| Financial Avengers, Inc. | 719 | $104.6K | 0.07% | +4+0.6% | Added |
| ZRC Wealth Management, LLC | 734 | $106.8K | 0.09% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 741 | $107.8K | 0.11% | +741 | New |
| Moisand Fitzgerald Tamayo, LLC | 747 | $108.6K | 0.02% | −60−7.4% | Reduced |
| Goodman Advisory Group, LLC | 749 | $108.9K | 0.04% | −40,098−98.2% | Reduced |
| Impact Partnership Wealth, LLC | 761 | $110.7K | 0.04% | +761 | New |
| WFA Asset Management Corp | 793 | $115.4K | 0.07% | +5+0.6% | Added |
| O'Brien Wealth Partners LLC | 818 | $118.9K | 0.04% | +47+6.1% | Added |
| PFG Private Wealth Management, LLC | 868 | $126.2K | 0.07% | −356−29.1% | Reduced |
| Strengthening Families & Communities, LLC | 873 | $127.0K | 0.06% | +742+566.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 882 | $128.4K | 0.02% | −70−7.4% | Reduced |
| 25 LLC | 897 | $133.6K | 0.07% | +8+0.9% | Added |
| Capstone Investment Advisors, LLC | 939 | $136.6K | 0.00% | +939 | New |
| Ogorek Anthony Joseph | 950 | $138.0K | 0.05% | −12−1.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 955 | $139.0K | 0.05% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 958 | $139.4K | 0.05% | +8+0.8% | Added |
| Hillsdale Investment Management Inc. | 970 | $141.1K | 0.01% | −130−11.8% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 989 | $143.8K | 0.04% | −3,579−78.3% | Reduced |
| Core Wealth Advisors, Inc. | 992 | $144.3K | 0.06% | +81+8.9% | Added |
| IAG Wealth Partners, LLC | 997 | $145.0K | 0.04% | −200−16.7% | Reduced |
| Teramo Advisors, LLC | 1,000 | $145.4K | 0.08% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,026 | $149.3K | 0.09% | +7+0.7% | Added |
| CGC Financial Services, LLC | 1,034 | $150.3K | 0.10% | +1,034 | New |
| McClarren Financial Advisors, Inc. | 1,044 | $151.0K | 0.12% | +404+63.1% | Added |
| HBC Financial Services, PLLC | 992 | $152.0K | 0.11% | +100+11.2% | Added |
| Cornerstone Planning Group LLC | 1,055 | $153.5K | 0.06% | +1,055 | New |
| Sander Capital Advisors Inc | 1,055 | $154.0K | 0.08% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,053 | $154.6K | 0.10% | +1,053 | New |
| Tradewinds Capital Management, LLC | 1,069 | $155.5K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,075 | $156.0K | 0.10% | +1,055+5,275.0% | Added |
| Kapitalo Investimentos Ltda | 1,074 | $156.2K | 0.03% | +1,074 | New |
| Coastal Capital Group, Inc. | 1,091 | $158.7K | 0.03% | +3+0.3% | Added |
| Raffa Wealth Management, LLC | 1,172 | $170.4K | 0.06% | −995−45.9% | Reduced |
| Bell Investment Advisors, Inc | 1,174 | $170.7K | 0.04% | +95+8.8% | Added |