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
- 3,673
- +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
- 1,515 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Atwood & Palmer Inc | 7,945 | $1.16M | 0.10% | +450+6.0% | Added |
| Foster Victor Wealth Advisors, LLC | 7,990 | $1.16M | 0.13% | +373+4.9% | Added |
| Keystone Financial Services | 7,950 | $1.16M | 0.59% | +7+0.1% | Added |
| Beacon Financial Advisory LLC | 7,991 | $1.16M | 0.67% | +136+1.7% | Added |
| GoodHaven Capital Management, LLC | 8,000 | $1.16M | 0.70% | 00.0% | Unchanged |
| Provence Wealth Management Group | 8,001 | $1.16M | 0.68% | +397+5.2% | Added |
| Stephens Consulting, LLC | 8,018 | $1.17M | 0.46% | −94−1.2% | Reduced |
| Investors Research Corp | 8,019 | $1.17M | 0.29% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 8,032 | $1.17M | 0.85% | +190+2.4% | Added |
| Virtu Financial LLC | 8,044 | $1.17M | 0.09% | −18−0.2% | Reduced |
| Montz Harcus Wealth Management LLC | 8,072 | $1.17M | 0.97% | +527+7.0% | Added |
| Raleigh Capital Management Inc. | 8,087 | $1.18M | 0.59% | −388−4.6% | Reduced |
| Asio Capital, LLC | 8,100 | $1.18M | 0.29% | +80+1.0% | Added |
| Covenant Partners, LLC | 8,109 | $1.18M | 0.43% | +206+2.6% | Added |
| Allegheny Financial Group LTD | 8,134 | $1.18M | 0.56% | −291−3.5% | Reduced |
| Lazari Capital Management, Inc. | 8,145 | $1.18M | 0.67% | +8,145 | New |
| Harel Insurance Investments & Financial Services Ltd. | 8,158 | $1.19M | 0.03% | −9−0.1% | Reduced |
| RFP Financial Group LLC | 8,168 | $1.19M | 0.48% | +6,778+487.6% | Added |
| CPA Asset Management LLC | 8,175 | $1.19M | 0.85% | 00.0% | Unchanged |
| Addison Advisors LLC | 8,196 | $1.19M | 0.59% | +167+2.1% | Added |
| Monte Financial Group, LLC | 8,198 | $1.19M | 0.58% | −1,938−19.1% | Reduced |
| Ambassador Advisors, LLC | 7,731 | $1.19M | 0.28% | +406+5.5% | Added |
| Driehaus Capital Management LLC | 8,217 | $1.20M | 0.02% | +8,217 | New |
| Alps Advisors Inc | 8,219 | $1.20M | 0.01% | +3,560+76.4% | Added |
| Walkner Condon Financial Advisors LLC | 8,239 | $1.20M | 0.32% | +517+6.7% | Added |
| Alera Investment Advisors, LLC | 8,240 | $1.20M | 0.26% | +414+5.3% | Added |
| Apella Capital, LLC | 8,247 | $1.20M | 0.09% | +8,247 | New |
| M. Kraus & Co | 8,249 | $1.20M | 0.40% | +15+0.2% | Added |
| AXS Investments LLC | 8,256 | $1.20M | 0.32% | +696+9.2% | Added |
| Legacy Capital Group California, Inc. | 8,262 | $1.20M | 0.49% | +216+2.7% | Added |
| W Advisors, LLC | 8,262 | $1.20M | 0.94% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 8,279 | $1.20M | 0.80% | −98−1.2% | Reduced |
| Orca Investment Management, LLC | 8,294 | $1.21M | 1.31% | +68+0.8% | Added |
| Syntal Capital Partners, LLC | 8,316 | $1.21M | 0.48% | −969−10.4% | Reduced |
| Monterey Private Wealth, Inc. | 8,332 | $1.21M | 0.59% | +5+0.1% | Added |
| Northwest Wealth Management, LLC | 8,343 | $1.21M | 0.44% | +396+5.0% | Added |
| Hexagon Capital Partners LLC | 8,347 | $1.21M | 0.32% | −469−5.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,353 | $1.21M | 0.52% | −40.0% | Reduced |
| Hendershot Investments Inc. | 8,363 | $1.22M | 0.20% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 8,370 | $1.22M | 1.38% | +621+8.0% | Added |
| Triad Financial Advisors, Inc. | 8,374 | $1.22M | 0.50% | −116−1.4% | Reduced |
| Ami Asset Management Corp | 8,384 | $1.22M | 0.07% | +214+2.6% | Added |
| Angeles Wealth Management, LLC | 8,407 | $1.22M | 0.17% | +257+3.2% | Added |
| Gateway Wealth Partners, LLC | 8,416 | $1.22M | 0.22% | +819+10.8% | Added |
| American State Bank (Iowa) | 8,441 | $1.23M | 0.85% | +23+0.3% | Added |
| Summit Financial Wealth Advisors, LLC | 8,450 | $1.23M | 0.28% | −410−4.6% | Reduced |
| First National Bank Sioux Falls | 8,455 | $1.23M | 0.78% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 8,460 | $1.23M | 1.10% | −3,406−28.7% | Reduced |
| Zions Bancorporation, N.A. | 8,512 | $1.24M | 0.10% | +155+1.9% | Added |
| Madden Securities Corp | 8,520 | $1.24M | 0.63% | +233+2.8% | Added |
| Berkeley Capital Partners, LLC | 8,571 | $1.25M | 0.44% | −1,869−17.9% | Reduced |
| Israel Discount Bank of New York | 8,573 | $1.25M | 0.99% | −2,380−21.7% | Reduced |
| Stephenson National Bank & Trust | 8,581 | $1.25M | 0.68% | −13−0.2% | Reduced |
| Solidarilty Wealth, LLC | 8,589 | $1.25M | 0.51% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 8,592 | $1.25M | 1.20% | −50−0.6% | Reduced |
| Legacy Bridge, LLC | 8,599 | $1.25M | 0.83% | +350+4.2% | Added |
| Key Client Fiduciary Advisors, LLC | 8,601 | $1.25M | 0.73% | +2,750+47.0% | Added |
| Hardy Reed LLC | 8,607 | $1.25M | 0.22% | −157−1.8% | Reduced |
| Salzhauer Michael | 8,660 | $1.26M | 1.36% | 00.0% | Unchanged |
| Ti-Trust, Inc | 8,670 | $1.26M | 1.16% | −25−0.3% | Reduced |
| PSI Advisors, LLC | 8,672 | $1.26M | 0.55% | +260+3.1% | Added |
| Bassett Hargrove Investment Counsel, LLC | 9,494 | $1.26M | 2.37% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 8,704 | $1.27M | 1.26% | +21+0.2% | Added |
| Mason & Associates Inc | 8,710 | $1.27M | 0.37% | +91+1.1% | Added |
| Defined Wealth Management, LLC | 8,733 | $1.27M | 1.07% | +147+1.7% | Added |
| Kowal Investment Group, LLC | 8,763 | $1.27M | 0.34% | +115+1.3% | Added |
| Navalign, LLC | 8,769 | $1.28M | 0.51% | −124−1.4% | Reduced |
| Private Portfolio Partners LLC | 8,777 | $1.28M | 0.33% | −154−1.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 8,778 | $1.28M | 0.92% | −58−0.7% | Reduced |
| Proffitt & Goodson Inc | 8,780 | $1.28M | 0.25% | +105+1.2% | Added |
| Westbourne Investment Advisors, Inc. | 8,778 | $1.28M | 0.57% | +343+4.1% | Added |
| Angeles Investment Advisors, LLC | 8,796 | $1.28M | 0.11% | +1,302+17.4% | Added |
| Ascension Asset Management LLC | 8,804 | $1.28M | 0.78% | +8,804 | New |
| Eagle Capital Management LLC | 8,808 | $1.28M | 0.01% | +284+3.3% | Added |
| Wealth Management Associates, Inc. | 8,821 | $1.28M | 0.73% | −316−3.5% | Reduced |
| Ategra Capital Management, LLC | 8,839 | $1.29M | 0.70% | −14,559−62.2% | Reduced |
| Hummer Financial Advisory Services Inc | 8,840 | $1.29M | 1.26% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 8,852 | $1.29M | 0.16% | −768−8.0% | Reduced |
| Fox Run Management, L.L.C. | 8,853 | $1.29M | 0.36% | −1,973−18.2% | Reduced |
| Johnson & White Wealth Management, LLC | 8,856 | $1.29M | 1.77% | −12−0.1% | Reduced |
| First National Bank & Trust Co of Newtown | 8,881 | $1.29M | 0.28% | +301+3.5% | Added |
| Innovis Asset Management LLC | 8,885 | $1.29M | 0.48% | −27−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 8,902 | $1.29M | 0.50% | −333−3.6% | Reduced |
| MEMBERS Trust Co | 8,913 | $1.30M | 0.04% | +8,913 | New |
| Round Rock Advisors, LLC | 8,925 | $1.30M | 0.47% | +38+0.4% | Added |
| Members Capital Advisors Inc | 8,940 | $1.30M | 1.33% | −2,941−24.8% | Reduced |
| Citadel Investment Advisory, Inc. | 8,961 | $1.30M | 0.84% | −150−1.6% | Reduced |
| Benedetti & Gucer, Inc. | 8,967 | $1.30M | 0.67% | +3,791+73.2% | Added |
| Fiera Capital Corp | 8,975 | $1.31M | 0.00% | −32−0.4% | Reduced |
| West Family Investments, Inc. | 8,995 | $1.31M | 0.51% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 10,087 | $1.31M | 0.53% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 9,129 | $1.33M | 0.71% | +410+4.7% | Added |
| Evanson Asset Management, LLC | 9,148 | $1.33M | 0.13% | −826−8.3% | Reduced |
| Coastal Bridge Advisors, LLC | 9,151 | $1.33M | 0.33% | −2,264−19.8% | Reduced |
| Kapstone Financial Advisors LLC | 8,469 | $1.33M | 1.10% | −391−4.4% | Reduced |
| City State Bank | 9,160 | $1.33M | 0.72% | −116−1.3% | Reduced |
| Delphi Management Inc | 9,166 | $1.33M | 1.40% | +9,166 | New |
| Financial Perspectives, Inc | 9,175 | $1.33M | 0.59% | +5+0.1% | Added |
| Northern Financial Advisors Inc | 9,176 | $1.33M | 1.18% | +1,465+19.0% | Added |
| Access Financial Services, Inc. | 9,201 | $1.34M | 0.78% | −40−0.4% | Reduced |