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, 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 5,323 | $774.2K | 0.04% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 5,324 | $774.3K | 0.38% | −23−0.4% | Reduced |
| Retirement Planning Group | 5,336 | $776.1K | 0.08% | +218+4.3% | Added |
| Wilkins Investment Counsel Inc | 5,348 | $778.0K | 0.20% | −50−0.9% | Reduced |
| Investment House LLC | 5,351 | $778.2K | 0.06% | −75−1.4% | Reduced |
| McNaughton Wealth Management, LLC | 5,354 | $778.7K | 0.50% | +60+1.1% | Added |
| KLR Investment Advisors, LLC | 5,371 | $781.2K | 0.64% | −219−3.9% | Reduced |
| Silicon Valley Capital Partners | 5,396 | $784.8K | 0.15% | +627+13.1% | Added |
| Industrial Alliance Investment Management Inc. | 5,397 | $785.0K | 0.41% | −342,832−98.5% | Reduced |
| Copperwynd Financial, LLC | 5,412 | $787.1K | 0.37% | +50+0.9% | Added |
| ABLE Financial Group, LLC | 5,412 | $787.1K | 0.41% | +804+17.4% | Added |
| Crumly & Associates Inc. | 5,417 | $787.9K | 0.32% | −15−0.3% | Reduced |
| Capital City Trust Co | 5,426 | $789.2K | 0.25% | −213−3.8% | Reduced |
| Burt Wealth Advisors | 5,426 | $789.2K | 0.24% | −188−3.3% | Reduced |
| Belmont Capital, LLC | 5,430 | $789.8K | 0.44% | +226+4.3% | Added |
| Cambridge Advisors Inc. | 5,433 | $790.2K | 0.20% | −4,038−42.6% | Reduced |
| Arcataur Capital Management LLC | 5,442 | $791.5K | 0.32% | +5,442 | New |
| Dechtman Wealth Management, LLC | 5,456 | $793.5K | 0.24% | +5,456 | New |
| Delta Investment Management, LLC | 5,456 | $793.5K | 0.22% | +109+2.0% | Added |
| High Falls Advisors, Inc | 5,457 | $793.7K | 0.23% | +17+0.3% | Added |
| Callan Family Office, LLC | 5,480 | $797.0K | 0.21% | +133+2.5% | Added |
| Eagle Strategies LLC | 5,497 | $799.6K | 0.19% | +77+1.4% | Added |
| Carlson Capital Management | 5,504 | $800.6K | 0.05% | +133+2.5% | Added |
| Bellevue Asset Management, LLC | 5,507 | $801.0K | 0.50% | +3+0.1% | Added |
| Advisor Resource Council | 5,520 | $802.8K | 0.47% | −23,474−81.0% | Reduced |
| F/M Investments LLC | 5,532 | $804.6K | 0.59% | +243+4.6% | Added |
| Allie Family Office LLC | 5,541 | $805.9K | 0.58% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 5,543 | $806.0K | 0.26% | +5,543 | New |
| Mosaic Family Wealth Partners, LLC | 5,568 | $809.4K | 0.16% | −10−0.2% | Reduced |
| Crew Capital Management, Ltd. | 5,566 | $809.5K | 0.92% | −720−11.5% | Reduced |
| Moller Financial Services | 5,576 | $811.0K | 0.25% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,580 | $811.6K | 0.26% | −160−2.8% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 5,481 | $812.1K | 0.63% | +5,481 | New |
| Sandbox Financial Partners, LLC | 5,592 | $813.3K | 0.42% | −19−0.3% | Reduced |
| Deuterium Capital Management, LLC | 5,595 | $813.7K | 1.14% | +5,595 | New |
| Wayfinding Financial, LLC | 5,204 | $816.0K | 0.57% | +353+7.3% | Added |
| Werba Rubin Papier Wealth Management | 5,612 | $816.2K | 0.28% | +175+3.2% | Added |
| West Bancorporation Inc | 5,617 | $816.9K | 0.55% | +493+9.6% | Added |
| First National Bank | 5,643 | $820.7K | 0.68% | −64−1.1% | Reduced |
| Vision Capital Management, Inc. | 5,644 | $820.9K | 0.14% | −29−0.5% | Reduced |
| HBW Advisory Services LLC | 5,660 | $823.0K | 0.18% | +741+15.1% | Added |
| Great Point Wealth Advisors, LLC | 5,660 | $823.1K | 0.25% | +109+2.0% | Added |
| One Wealth Advisors, LLC | 5,662 | $823.5K | 0.17% | −153−2.6% | Reduced |
| PBMares Wealth Management LLC | 5,663 | $823.7K | 0.29% | +6+0.1% | Added |
| Clearview Wealth Advisors LLC | 5,666 | $824.1K | 0.84% | −197−3.4% | Reduced |
| Element Wealth, LLC | 5,672 | $825.0K | 0.58% | −79−1.4% | Reduced |
| Strong Tower Advisory Services | 5,674 | $825.2K | 0.39% | +294+5.5% | Added |
| Eagle Bay Advisors LLC | 5,677 | $825.6K | 0.47% | +102+1.8% | Added |
| Grant Street Asset Management, Inc. | 5,690 | $827.6K | 0.31% | +244+4.5% | Added |
| Whitcomb & Hess, Inc. | 5,697 | $828.5K | 0.30% | +6+0.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,700 | $829.0K | 0.72% | +700+14.0% | Added |
| Silver Oak Securities, Inc | 5,706 | $830.0K | 0.13% | +403+7.6% | Added |
| Cahill Financial Advisors Inc | 5,731 | $833.5K | 0.13% | +2,017+54.3% | Added |
| Providence First Trust Co | 5,737 | $834.4K | 0.46% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 5,740 | $834.8K | 0.72% | −11−0.2% | Reduced |
| Sendero Wealth Management, LLC | 5,749 | $836.1K | 0.18% | +5,749 | New |
| Wallace Advisory Group, LLC | 6,420 | $836.6K | 0.64% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 5,761 | $837.9K | 0.36% | +52+0.9% | Added |
| Oliver Luxxe Assets LLC | 5,782 | $840.9K | 0.21% | −10−0.2% | Reduced |
| Sound Income Strategies, LLC | 5,792 | $842.4K | 0.09% | +236+4.2% | Added |
| Reitz Capital Advisors LLC | 5,806 | $844.4K | 0.77% | −21−0.4% | Reduced |
| Hall Laurie J Trustee | 5,805 | $845.0K | 0.34% | −260−4.3% | Reduced |
| Legal Advantage Investments, Inc. | 5,818 | $846.2K | 0.56% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,820 | $846.5K | 0.11% | −621−9.6% | Reduced |
| Avaii Wealth Management, LLC | 5,825 | $847.3K | 0.65% | +83+1.4% | Added |
| Cascade Investment Group, Inc. | 5,826 | $847.3K | 0.77% | −60−1.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 5,828 | $847.6K | 0.19% | +2,195+60.4% | Added |
| WealthTrust Axiom LLC | 5,828 | $847.7K | 0.28% | −19−0.3% | Reduced |
| Krane Funds Advisors LLC | 5,838 | $849.0K | 0.04% | −264−4.3% | Reduced |
| Highland Financial Advisors, LLC | 5,839 | $849.0K | 0.44% | +10.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 5,846 | $850.2K | 0.44% | −289−4.7% | Reduced |
| St. Clair Advisors, LLC | 5,855 | $851.6K | 0.33% | +554+10.5% | Added |
| Summit Asset Management, LLC | 5,856 | $851.7K | 0.22% | −229−3.8% | Reduced |
| McDaniel Terry & Co | 5,875 | $854.0K | 0.09% | −592−9.2% | Reduced |
| Kingfisher Capital LLC | 5,871 | $854.0K | 0.22% | +416+7.6% | Added |
| Cross Staff Investments Inc | 5,878 | $854.9K | 0.78% | +10.0% | Added |
| Salomon & Ludwin, LLC | 5,883 | $855.6K | 0.09% | −8−0.1% | Reduced |
| Cravens & Co Advisors, LLC | 5,900 | $858.1K | 0.79% | −5−0.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,902 | $858.4K | 0.37% | −11−0.2% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,902 | $858.4K | 0.54% | +558+10.4% | Added |
| Doheny Asset Management | 5,905 | $859.0K | 0.74% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 5,910 | $859.5K | 0.57% | +224+3.9% | Added |
| Firestone Capital Management | 5,604 | $859.5K | 0.28% | +141+2.6% | Added |
| Disciplined Equity Management, Inc. | 5,913 | $860.0K | 0.70% | −57−1.0% | Reduced |
| Brown Capital Management LLC | 5,926 | $861.9K | 0.01% | 00.0% | Unchanged |
| Skba Capital Management LLC | 5,932 | $862.8K | 0.16% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,949 | $865.4K | 0.04% | +2,687+82.4% | Added |
| Alpha Family Trust | 5,950 | $865.4K | 0.60% | +275+4.8% | Added |
| Viewpoint Capital Management LLC | 5,965 | $867.5K | 0.67% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5,999 | $872.0K | 0.35% | −13−0.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,009 | $873.9K | 0.25% | +30+0.5% | Added |
| Pathway Financial Advisors LLC | 6,014 | $874.7K | 0.29% | +4+0.1% | Added |
| Barden Capital Management, Inc. | 6,015 | $874.8K | 0.96% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 6,022 | $875.8K | 0.43% | −299−4.7% | Reduced |
| Lebenthal Global Advisors, LLC | 6,034 | $877.6K | 0.25% | +1,133+23.1% | Added |
| ICA Group Wealth Management, LLC | 6,049 | $879.8K | 0.22% | −18,052−74.9% | Reduced |
| Morris Retirement Advisors, LLC | 6,053 | $880.3K | 0.61% | −830−12.1% | Reduced |
| Financial Council Asset Management Inc | 6,056 | $880.8K | 0.67% | −150−2.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 6,056 | $880.8K | 0.67% | +36+0.6% | Added |
| TFB Advisors LLC | 6,065 | $882.0K | 0.38% | +3,152+108.2% | Added |