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 |
|---|---|---|---|---|---|
| Ramiah Investment Group | 7,071 | $1.03M | 1.00% | +7,071 | New |
| Sandy Cove Advisors, LLC | 7,071 | $1.03M | 0.59% | +2,074+41.5% | Added |
| Wall Street Access Asset Management, LLC | 7,072 | $1.03M | 0.59% | +6+0.1% | Added |
| Amica Retiree Medical Trust | 7,073 | $1.03M | 1.15% | −2,434−25.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 7,095 | $1.03M | 0.76% | −895−11.2% | Reduced |
| Denali Advisors LLC | 7,100 | $1.03M | 0.36% | +100+1.4% | Added |
| Atlas Capital Advisors LLC | 7,102 | $1.03M | 0.16% | +860+13.8% | Added |
| Cladis Investment Advisory, LLC | 7,102 | $1.03M | 0.90% | +123+1.8% | Added |
| Objective Capital Management, LLC | 7,121 | $1.04M | 0.91% | −382−5.1% | Reduced |
| Capital Investment Counsel, Inc | 7,129 | $1.04M | 0.20% | +232+3.4% | Added |
| Core Wealth Partners LLC | 7,136 | $1.04M | 0.96% | +124+1.8% | Added |
| Five Oceans Advisors | 7,148 | $1.04M | 0.67% | −97−1.3% | Reduced |
| Garde Capital, Inc. | 7,151 | $1.04M | 0.09% | +3,500+95.9% | Added |
| First Command Bank | 7,152 | $1.04M | 0.10% | +218+3.1% | Added |
| First Command Financial Services, Inc. | 7,152 | $1.04M | 0.10% | +218+3.1% | Added |
| Balboa Wealth Partners | 7,163 | $1.04M | 0.36% | +543+8.2% | Added |
| Sierra Capital LLC | 7,175 | $1.04M | 0.17% | +24+0.3% | Added |
| Jupiter Wealth Management LLC | 7,187 | $1.05M | 0.90% | +7,187 | New |
| Affiance Financial, LLC | 7,188 | $1.05M | 0.51% | +52+0.7% | Added |
| Meeder Asset Management Inc | 7,196 | $1.05M | 0.08% | −889−11.0% | Reduced |
| O'Brien Greene & Co. Inc | 7,203 | $1.05M | 0.36% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 7,202 | $1.05M | 1.04% | −429−5.6% | Reduced |
| Hoey Investments, Inc | 7,204 | $1.05M | 0.35% | +1,634+29.3% | Added |
| Kessler Investment Group, LLC | 7,228 | $1.05M | 0.74% | −714−9.0% | Reduced |
| Prairie Sky Financial Group LLC | 7,232 | $1.05M | 0.71% | +7,232 | New |
| Powell Investment Advisors, LLC | 7,257 | $1.06M | 0.62% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,296 | $1.06M | 0.72% | +1,334+22.4% | Added |
| Greenup Street Wealth Management LLC | 7,302 | $1.06M | 0.29% | −76−1.0% | Reduced |
| Gray Wealth Management Inc. | 7,308 | $1.06M | 0.53% | −45−0.6% | Reduced |
| Spinnaker Investment Group, LLC | 7,338 | $1.07M | 0.35% | −502−6.4% | Reduced |
| Ironwood Investment Management LLC | 7,338 | $1.07M | 0.61% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 7,341 | $1.07M | 0.58% | −248−3.3% | Reduced |
| DMG Group, LLC | 7,357 | $1.07M | 1.07% | +524+7.7% | Added |
| AlphaStar Capital Management, LLC | 7,368 | $1.07M | 0.12% | +206+2.9% | Added |
| Column Capital Advisors, LLC | 7,380 | $1.07M | 0.15% | −2,263−23.5% | Reduced |
| Phillips Wealth Planners LLC | 7,385 | $1.07M | 1.41% | +1,096+17.4% | Added |
| Charter Oak Capital Management, LLC | 7,386 | $1.07M | 0.14% | +223+3.1% | Added |
| Relative Value Partners Group, LLC | 7,390 | $1.07M | 0.07% | +279+3.9% | Added |
| CM Wealth Advisors LLC | 6,851 | $1.07M | 0.35% | +2,870+72.1% | Added |
| Burke & Herbert Bank & Trust Co | 7,395 | $1.08M | 0.73% | −623−7.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 7,403 | $1.08M | 0.13% | +7,403 | New |
| Lionsbridge Wealth Management LLC | 7,432 | $1.08M | 0.97% | −276−3.6% | Reduced |
| SRS Capital Advisors, Inc. | 7,438 | $1.08M | 0.14% | +420+6.0% | Added |
| ERn Financial, LLC | 7,459 | $1.08M | 0.23% | +223+3.1% | Added |
| REDW Wealth LLC | 7,487 | $1.09M | 0.33% | +331+4.6% | Added |
| LBMC Investment Advisors, LLC | 7,490 | $1.09M | 0.11% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 7,493 | $1.09M | 0.99% | 00.0% | Unchanged |
| Icapital Wealth LLC | 7,497 | $1.09M | 0.68% | −285−3.7% | Reduced |
| Alta Advisers Ltd | 7,500 | $1.09M | 0.61% | 00.0% | Unchanged |
| Financial Management Network Inc | 7,440 | $1.09M | 0.38% | +5+0.1% | Added |
| Lumina Fund Management LLC | 7,500 | $1.09M | 0.49% | 00.0% | Unchanged |
| Sather Financial Group Inc | 7,515 | $1.09M | 0.09% | −5−0.1% | Reduced |
| Schear Investment Advisers, LLC | 7,517 | $1.09M | 1.16% | +2,572+52.0% | Added |
| Rational Advisors LLC | 7,518 | $1.09M | 0.09% | +2,312+44.4% | Added |
| Cooper Financial Group | 7,524 | $1.09M | 0.27% | −209−2.7% | Reduced |
| Diversified, LLC | 7,525 | $1.09M | 0.28% | −6−0.1% | Reduced |
| Armbruster Capital Management, Inc. | 7,533 | $1.10M | 0.27% | +269+3.7% | Added |
| Westwood Wealth Management | 7,562 | $1.10M | 0.82% | +75+1.0% | Added |
| QP Wealth Management, LLC | 7,586 | $1.10M | 1.75% | −200−2.6% | Reduced |
| Cubic Asset Management, LLC | 7,604 | $1.11M | 0.30% | −54−0.7% | Reduced |
| Altus Wealth Group LLC | 7,605 | $1.11M | 0.68% | +41+0.5% | Added |
| IFG Advisors, LLC | 7,605 | $1.11M | 0.39% | +13+0.2% | Added |
| Fulton Breakefield Broenniman LLC | 7,607 | $1.11M | 0.09% | +61+0.8% | Added |
| SC&H Financial Advisors, Inc. | 7,608 | $1.11M | 0.37% | +723+10.5% | Added |
| Alta Wealth Advisors LLC | 7,616 | $1.11M | 0.65% | −138−1.8% | Reduced |
| Breakwater Capital Group | 7,624 | $1.11M | 0.41% | +1,764+30.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,619 | $1.11M | 0.08% | +286+3.9% | Added |
| Garrison Point Advisors, LLC | 7,645 | $1.11M | 0.80% | −245−3.1% | Reduced |
| Prostatis Group LLC | 840,775 | $1.12M | 0.52% | +832,729+10,349.6% | Added |
| Talisman Wealth Advisors LLC | 7,686 | $1.12M | 1.91% | +6+0.1% | Added |
| Dixon Fnancial Services, Inc. | 7,690 | $1.12M | 0.73% | −12−0.2% | Reduced |
| Veracity Capital LLC | 7,696 | $1.12M | 0.48% | +163+2.2% | Added |
| TCM Advisors, LLC | – | $1.12M | 0.48% | – | – |
| Olistico Wealth, LLC | 7,705 | $1.12M | 0.96% | +149+2.0% | Added |
| Purus Wealth Management, LLC | 7,714 | $1.12M | 0.73% | +201+2.7% | Added |
| Laird Norton Trust Company, LLC | 7,716 | $1.12M | 0.13% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 7,729 | $1.12M | 0.72% | −615−7.4% | Reduced |
| Cornerstone National Bank & Trust Co | 7,731 | $1.12M | 0.65% | −2,772−26.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 9,155 | $1.13M | 0.04% | +3,876+73.4% | Added |
| Single Point Partners, LLC | 7,757 | $1.13M | 1.56% | −180−2.3% | Reduced |
| SignalPoint Asset Management, LLC | 7,760 | $1.13M | 0.35% | −86−1.1% | Reduced |
| Herbst Group, LLC | 7,785 | $1.13M | 0.78% | +100+1.3% | Added |
| Alhambra Investment Partners LLC | 7,791 | $1.13M | 0.75% | −127−1.6% | Reduced |
| Two Sigma Advisers, LP | 7,800 | $1.13M | 0.00% | −68,000−89.7% | Reduced |
| Pflug Koory, LLC | 7,802 | $1.13M | 0.58% | −125−1.6% | Reduced |
| Carolinas Wealth Consulting LLC | 7,807 | $1.14M | 0.23% | −427−5.2% | Reduced |
| Alesco Advisors LLC | 7,810 | $1.14M | 0.04% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 7,812 | $1.14M | 0.45% | −50−0.6% | Reduced |
| Accel Wealth Management | 7,828 | $1.14M | 0.63% | +124+1.6% | Added |
| Independent Solutions Wealth Management, LLC | 7,830 | $1.14M | 0.31% | +5,103+187.1% | Added |
| Bouchey Financial Group Ltd | 7,830 | $1.14M | 0.14% | −471−5.7% | Reduced |
| Stoneridge Investment Partners LLC | 7,828 | $1.14M | 0.50% | −16,803−68.2% | Reduced |
| Twin Focus Capital Partners, LLC | 7,850 | $1.14M | 0.23% | −2,280−22.5% | Reduced |
| James J. Burns & Company, LLC | 7,853 | $1.14M | 0.29% | +3,225+69.7% | Added |
| SRN Advisors, LLC | 7,901 | $1.15M | 1.02% | −2,948−27.2% | Reduced |
| Eukles Asset Management | 7,913 | $1.15M | 0.59% | +455+6.1% | Added |
| Hyperion Partners, LLC | 7,933 | $1.15M | 0.97% | +10.0% | Added |
| Castle Wealth Management LLC | 7,939 | $1.15M | 0.81% | −169−2.1% | Reduced |
| TLWM | 7,944 | $1.16M | 0.33% | +19+0.2% | Added |
| Atwood & Palmer Inc | 7,945 | $1.16M | 0.10% | +450+6.0% | Added |