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 |
|---|---|---|---|---|---|
| Systematic Financial Management LP | 6,075 | $883.5K | 0.03% | 00.0% | Unchanged |
| KLK Capital Management LLC | 6,095 | $886.5K | 1.12% | −322−5.0% | Reduced |
| Private Wealth Advisors | 6,097 | $886.8K | 0.37% | −24−0.4% | Reduced |
| Chiron Capital Management, LLC | 6,109 | $888.5K | 0.70% | −1,700−21.8% | Reduced |
| Berger Financial Group, Inc | 6,137 | $892.6K | 0.10% | +12+0.2% | Added |
| Cardiff Park Advisors, LLC | 6,155 | $895.1K | 0.11% | −2,133−25.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,174 | $897.9K | 0.40% | −200−3.1% | Reduced |
| PCA Investment Advisory Services Inc. | 6,203 | $902.2K | 0.54% | −82−1.3% | Reduced |
| McIlrath & Eck, LLC | 6,210 | $903.2K | 0.19% | +110+1.8% | Added |
| Shakespeare Wealth Management, Inc. | 6,210 | $903.2K | 0.31% | +115+1.9% | Added |
| Millennium Capital Advisors, LLC | 6,230 | $906.1K | 0.75% | +500+8.7% | Added |
| Solstein Capital, LLC | 6,232 | $906.3K | 0.76% | +10.0% | Added |
| Lantz Financial LLC | 6,235 | $906.8K | 0.36% | +522+9.1% | Added |
| Greatmark Investment Partners, Inc. | 6,247 | $908.6K | 0.15% | −100−1.6% | Reduced |
| BOS Asset Management, LLC | 6,255 | $909.7K | 0.71% | +199+3.3% | Added |
| Lodestar Private Asset Management LLC | 6,258 | $910.2K | 0.15% | +115+1.9% | Added |
| Creative Financial Designs Inc | 6,279 | $913.3K | 0.11% | −390−5.8% | Reduced |
| McLean Asset Management Corp | 6,292 | $915.1K | 0.36% | +58+0.9% | Added |
| Aletheian Wealth Advisors LLC | 6,303 | $916.7K | 0.63% | +4,510+251.5% | Added |
| OneAscent Financial Services LLC | 6,313 | $918.0K | 0.41% | +2,611+70.5% | Added |
| GFG Capital, LLC | 6,323 | $919.6K | 0.17% | −186−2.9% | Reduced |
| Vivaldi Capital Management, LLC | 6,324 | $919.8K | 0.28% | +108+1.7% | Added |
| Sentry LLC | 6,337 | $921.7K | 0.20% | +10+0.2% | Added |
| Wealth Dimensions Group, Ltd. | 6,368 | $926.1K | 0.34% | +678+11.9% | Added |
| Almanack Investment Partners, LLC. | 6,371 | $926.7K | 0.16% | −1,100−14.7% | Reduced |
| Riverbridge Partners LLC | 6,376 | $927.3K | 0.01% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 6,387 | $928.0K | 0.98% | +73+1.2% | Added |
| Bulltick Wealth Management, LLC | 6,390 | $929.4K | 0.22% | −3,555−35.7% | Reduced |
| CapWealth Advisors, LLC | 6,395 | $930.1K | 0.11% | −318−4.7% | Reduced |
| Galibier Capital Management Ltd. | 6,410 | $932.3K | 0.21% | −2,300−26.4% | Reduced |
| Foster Group, Inc. | 6,423 | $934.1K | 0.06% | +240+3.9% | Added |
| TFC Financial Management | 6,432 | $935.4K | 0.23% | +117+1.9% | Added |
| Optiver Holding B.V. | 6,432 | $935.5K | 0.03% | −605,790−98.9% | Reduced |
| Sterneck Capital Management, LLC | 6,439 | $936.5K | 0.57% | +10.0% | Added |
| Tennessee Valley Asset Management Partners | 6,455 | $938.8K | 0.30% | +95+1.5% | Added |
| New Jersey Better Educational Savings Trust | 6,461 | $939.7K | 2.21% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,467 | $940.6K | 0.50% | −23,079−78.1% | Reduced |
| WR Wealth Planners, LLC | 6,474 | $941.5K | 0.36% | +3,384+109.5% | Added |
| HHM Wealth Advisors, LLC | 6,478 | $942.2K | 0.18% | −91−1.4% | Reduced |
| Global Financial Private Client, LLC | 6,436 | $943.6K | 0.46% | −23−0.4% | Reduced |
| Seven Mile Advisory | 6,496 | $944.8K | 1.10% | +6,496 | New |
| Aurora Private Wealth, Inc. | 6,501 | $945.0K | 1.07% | −120−1.8% | Reduced |
| Terril Brothers, Inc. | 6,515 | $947.5K | 0.42% | +147+2.3% | Added |
| Edgemoor Investment Advisors, Inc. | 6,531 | $950.0K | 0.11% | +10.0% | Added |
| Profit Investment Management, LLC | 6,546 | $952.1K | 0.62% | −160−2.4% | Reduced |
| Davis Investment Partners, LLC | 6,106 | $953.2K | 0.45% | +136+2.3% | Added |
| Gould Asset Management LLC | 6,560 | $954.1K | 0.27% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6,569 | $955.5K | 0.09% | −687−9.5% | Reduced |
| Plancorp, LLC | 6,572 | $955.8K | 0.05% | −231−3.4% | Reduced |
| CWS Financial Advisors, LLC | 6,582 | $957.2K | 0.36% | +110+1.7% | Added |
| Caz Investments LP | 6,600 | $960.0K | 2.65% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 6,612 | $961.7K | 0.30% | +81+1.2% | Added |
| Renaissance Group LLC | 6,618 | $962.5K | 0.04% | −216−3.2% | Reduced |
| Silvia McColl Wealth Management, LLC | 6,618 | $962.5K | 0.89% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 6,620 | $962.8K | 0.39% | +135+2.1% | Added |
| Reynders McVeigh Capital Management, LLC | 6,622 | $963.0K | 0.06% | +3,384+104.5% | Added |
| Barrett & Company, Inc. | 6,632 | $964.5K | 0.56% | +492+8.0% | Added |
| InTrack Investment Management Inc | 6,644 | $966.3K | 0.79% | −163−2.4% | Reduced |
| Rodgers Brothers Inc. | 6,659 | $968.5K | 0.17% | +52+0.8% | Added |
| Port Capital LLC | 6,671 | $970.0K | 0.06% | +1,265+23.4% | Added |
| Harvest Volatility Management LLC | 6,673 | $970.5K | 0.19% | −47−0.7% | Reduced |
| Portland Investment Counsel Inc. | 6,680 | $972.0K | 0.48% | −100−1.5% | Reduced |
| TKG Advisors, LLC | 6,684 | $972.1K | 0.63% | −1,859−21.8% | Reduced |
| Richard W. Paul & Associates, LLC | 6,700 | $974.4K | 0.42% | +318+5.0% | Added |
| Northside Capital Management, LLC | 6,700 | $974.4K | 0.34% | −150−2.2% | Reduced |
| Hamilton Capital Partners Inc. | 6,700 | $974.4K | 0.35% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,705 | $975.2K | 0.10% | +4,057+153.2% | Added |
| Credential Qtrade Securities Inc. | 6,720 | $977.4K | 0.06% | +1,207+21.9% | Added |
| Viawealth, LLC | 6,718 | $977.4K | 0.73% | +10+0.1% | Added |
| Tortoise Investment Management, LLC | 6,721 | $977.5K | 0.15% | +1,532+29.5% | Added |
| waypoint wealth counsel | 6,731 | $978.9K | 0.88% | −84−1.2% | Reduced |
| Capital Planning Advisors, LLC | 6,734 | $979.4K | 0.20% | +972+16.9% | Added |
| Security Financial Services, INC. | 6,741 | $980.4K | 0.28% | +396+6.2% | Added |
| Stiles Financial Services Inc | 6,745 | $980.9K | 0.49% | +179+2.7% | Added |
| Greylin Investment Mangement Inc | 6,750 | $981.7K | 0.18% | −100−1.5% | Reduced |
| Glassman Wealth Services | 6,762 | $983.5K | 0.16% | −319−4.5% | Reduced |
| Birchcreek Wealth Management, LLC | 6,775 | $985.4K | 0.69% | +763+12.7% | Added |
| Winmill & Co. Inc | 6,800 | $989.0K | 0.35% | 00.0% | Unchanged |
| Sippican Capital Advisors | 6,808 | $990.2K | 0.91% | −106−1.5% | Reduced |
| 5th Street Advisors, LLC | 6,813 | $990.8K | 0.71% | +1,180+20.9% | Added |
| Carmichael Hill & Associates, Inc. | 6,820 | $991.9K | 0.47% | −1,995−22.6% | Reduced |
| Palogic Value Management, L.P. | 6,824 | $992.5K | 0.47% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 6,842 | $995.2K | 0.38% | +303+4.6% | Added |
| AllSquare Wealth Management LLC | 7,241 | $995.3K | 0.65% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 6,876 | $1.00M | 0.22% | +6,876 | New |
| Colton Groome Financial Advisors, LLC | 6,885 | $1.00M | 0.47% | +2,195+46.8% | Added |
| Summit Wealth Partners, LLC | 6,901 | $1.00M | 0.25% | −33−0.5% | Reduced |
| Kolinsky Wealth Management, LLC | 7,000 | $1.00M | 0.95% | +301+4.5% | Added |
| Grey Street Capital, LLC | 6,909 | $1.00M | 0.53% | +2,875+71.3% | Added |
| Sunflower Bank, N.A. | 6,934 | $1.01M | 0.23% | +10+0.1% | Added |
| Clifford Group, LLC | 6,946 | $1.01M | 1.09% | +770+12.5% | Added |
| Wills Financial Group, Inc. | 6,946 | $1.01M | 0.51% | +51+0.7% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,965 | $1.01M | 0.14% | −11−0.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 6,966 | $1.01M | 0.23% | +314+4.7% | Added |
| Highline Wealth Partners LLC | 6,994 | $1.02M | 0.64% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 7,003 | $1.02M | 0.36% | +8+0.1% | Added |
| Bluesphere Advisors, LLC | 7,027 | $1.02M | 0.71% | +13+0.2% | Added |
| Austin Private Wealth, LLC | 7,040 | $1.02M | 0.15% | +269+4.0% | Added |
| Thrive Wealth Management, LLC | 7,056 | $1.03M | 0.27% | +356+5.3% | Added |
| State of Wyoming | 7,066 | $1.03M | 0.30% | −248−3.4% | Reduced |