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 |
|---|---|---|---|---|---|
| Wealthquest Corp | 9,222 | $1.34M | 0.16% | +21+0.2% | Added |
| Renasant Bank | 9,226 | $1.34M | 1.10% | −244−2.6% | Reduced |
| Waterfront Wealth Inc. | 8,545 | $1.35M | 0.40% | +822+10.6% | Added |
| Verdad Advisers, LP | 9,267 | $1.35M | 2.11% | −5,700−38.1% | Reduced |
| Bennett Selby Investments LP | 9,272 | $1.35M | 0.78% | 00.0% | Unchanged |
| General Partner, Inc. | 9,276 | $1.35M | 1.12% | 00.0% | Unchanged |
| US Asset Management LLC | 9,299 | $1.35M | 1.43% | −422−4.3% | Reduced |
| STAR Financial Bank | 9,298 | $1.35M | 1.26% | +80+0.9% | Added |
| CFO4Life Group, LLC | 9,315 | $1.35M | 0.29% | +611+7.0% | Added |
| LVM Capital Management Ltd | 9,326 | $1.36M | 0.18% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 9,336 | $1.36M | 1.24% | +9,336 | New |
| Cheviot Value Management, LLC | 9,341 | $1.36M | 0.30% | +136+1.5% | Added |
| Revolve Wealth Partners, LLC | 9,344 | $1.36M | 0.32% | +207+2.3% | Added |
| BFT Financial Group, LLC | 9,355 | $1.36M | 0.16% | +477+5.4% | Added |
| Consilium Wealth Advisory, LLC | 9,357 | $1.36M | 0.94% | +2,175+30.3% | Added |
| Ridgecrest Wealth Partners, LLC | 9,382 | $1.36M | 0.90% | −120−1.3% | Reduced |
| Iron Financial, LLC | 9,402 | $1.37M | 0.74% | −16−0.2% | Reduced |
| South Street Advisors LLC | 9,424 | $1.37M | 0.27% | −600−6.0% | Reduced |
| Zhang Financial LLC | 9,364 | $1.37M | 0.14% | +1,452+18.4% | Added |
| Arlington Partners LLC | 9,435 | $1.37M | 0.21% | +1,759+22.9% | Added |
| Dohj, LLC | 9,437 | $1.37M | 0.59% | +834+9.7% | Added |
| Total Clarity Wealth Management, Inc. | 9,473 | $1.38M | 0.68% | +551+6.2% | Added |
| Morton Capital Management LLC | 9,473 | $1.38M | 0.47% | 00.0% | Unchanged |
| Sentinus, LLC | 9,482 | $1.38M | 0.44% | +519+5.8% | Added |
| Lavaca Capital LLC | 9,484 | $1.38M | 0.43% | +3,120+49.0% | Added |
| Cynosure Management, LLC | 9,485 | $1.38M | 0.41% | +9,485 | New |
| Engineers Gate Manager LP | 9,493 | $1.38M | 0.05% | +3,296+53.2% | Added |
| Ausdal Financial Partners, Inc. | 9,494 | $1.38M | 0.19% | −75−0.8% | Reduced |
| Mendel Capital Management LLC | 9,506 | $1.38M | 1.11% | −37−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 9,525 | $1.38M | 0.27% | −360−3.6% | Reduced |
| Round Hill Asset Management | 9,529 | $1.39M | 0.86% | −97−1.0% | Reduced |
| West Paces Advisors Inc. | 9,541 | $1.39M | 0.41% | +65+0.7% | Added |
| Philo Smith Capital Corp | 9,550 | $1.39M | 0.48% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 9,553 | $1.39M | 1.10% | +2,024+26.9% | Added |
| Hartford Funds Management Co LLC | 9,593 | $1.40M | 0.14% | +1,228+14.7% | Added |
| Caldwell Sutter Capital, Inc. | 9,594 | $1.40M | 0.73% | +3,331+53.2% | Added |
| Windsor Group LTD | 9,596 | $1.40M | 0.25% | +142+1.5% | Added |
| Alterity Financial Group, LLC | 9,599 | $1.40M | 2.02% | −168−1.7% | Reduced |
| Park Edge Advisors, LLC | 9,612 | $1.40M | 0.47% | −1,650−14.7% | Reduced |
| Silicon Hills Wealth Management, LLC | 9,614 | $1.40M | 0.79% | +200+2.1% | Added |
| Hemenway Trust Co LLC | 9,614 | $1.40M | 0.14% | +457+5.0% | Added |
| Sage Rhino Capital LLC | 9,639 | $1.40M | 0.39% | +45+0.5% | Added |
| Accuvest Global Advisors | 9,650 | $1.40M | 0.72% | −3,421−26.2% | Reduced |
| Aspen Wealth Strategies, LLC | 9,650 | $1.40M | 1.07% | +448+4.9% | Added |
| Hemington Wealth Management | 9,681 | $1.41M | 0.57% | −329−3.3% | Reduced |
| Keel Point, LLC | 9,675 | $1.41M | 0.19% | +1,246+14.8% | Added |
| Summit Wealth & Retirement Planning, Inc. | 9,687 | $1.41M | 0.55% | −2,211−18.6% | Reduced |
| Kozak & Associates, Inc. | 9,619 | $1.41M | 0.57% | +18+0.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 9,698 | $1.41M | 0.37% | +187+2.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $1.42M | 0.29% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 9,746 | $1.42M | 0.69% | 00.0% | Unchanged |
| Vicus Capital | 9,756 | $1.42M | 0.15% | +65+0.7% | Added |
| Commons Capital, LLC | 9,782 | $1.42M | 2.15% | −86−0.9% | Reduced |
| First Financial Corp | 9,798 | $1.42M | 0.91% | −1,021−9.4% | Reduced |
| Baystate Wealth Management LLC | 9,799 | $1.43M | 0.12% | +1,076+12.3% | Added |
| Fullerton Fund Management Co Ltd. | 9,817 | $1.43M | 0.10% | −34,636−77.9% | Reduced |
| Callan Capital, LLC | 9,822 | $1.43M | 0.16% | −590−5.7% | Reduced |
| FSM Wealth Advisors, LLC | 9,694 | $1.43M | 0.72% | +330+3.5% | Added |
| Gilbert & Cook, Inc. | 9,853 | $1.43M | 0.23% | +186+1.9% | Added |
| Crescent Grove Advisors, LLC | 9,864 | $1.43M | 0.15% | −2,397−19.5% | Reduced |
| Eudaimonia Advisors LLC | 9,867 | $1.44M | 0.96% | +55+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 9,886 | $1.44M | 0.70% | −257−2.5% | Reduced |
| N.E.W. Advisory Services LLC | 9,900 | $1.44M | 0.20% | −16−0.2% | Reduced |
| First National Bank of Hutchinson | 9,901 | $1.44M | 1.05% | +1,617+19.5% | Added |
| Waterloo Capital, L.P. | 9,917 | $1.44M | 0.43% | −614−5.8% | Reduced |
| Fortress Wealth Group, LLC | 9,238 | $1.45M | 0.92% | +219+2.4% | Added |
| Apexium Financial, LP | 9,966 | $1.45M | 0.13% | +780+8.5% | Added |
| Quent Capital, LLC | 9,969 | $1.45M | 0.23% | +74+0.7% | Added |
| CVA Family Office, LLC | 9,985 | $1.45M | 0.30% | +468+4.9% | Added |
| Bigelow Investment Advisors, LLC | 10,030 | $1.46M | 0.80% | +485+5.1% | Added |
| Journey Strategic Wealth LLC | 10,039 | $1.46M | 0.07% | −1,245−11.0% | Reduced |
| Prelude Capital Management, LLC | 10,047 | $1.46M | 0.12% | +10,047 | New |
| NWK Group, Inc. | 10,053 | $1.46M | 0.86% | +10,053 | New |
| Carson Advisory Inc. | 10,081 | $1.47M | 1.24% | −80−0.8% | Reduced |
| Lincluden Management Ltd | 10,087 | $1.47M | 0.17% | −97−1.0% | Reduced |
| Focused Wealth Management, Inc | 10,098 | $1.47M | 0.26% | −244−2.4% | Reduced |
| Financial Insights, Inc. | 10,107 | $1.47M | 0.54% | +1,390+15.9% | Added |
| Perkins Coie Trust Co | 10,110 | $1.47M | 0.42% | +7,490+285.9% | Added |
| Richard P Slaughter Associates Inc | 10,119 | $1.47M | 0.42% | +216+2.2% | Added |
| Rainsberger Wealth Advisors, Inc. | 10,120 | $1.47M | 0.89% | +158+1.6% | Added |
| Cubist Systematic Strategies, LLC | 10,131 | $1.47M | 0.02% | −219,025−95.6% | Reduced |
| CRA Financial Services, LLC | 10,136 | $1.47M | 0.40% | +158+1.6% | Added |
| Woodward Diversified Capital, LLC | 10,139 | $1.47M | 1.11% | −187−1.8% | Reduced |
| LifeSteps Financial, Inc. | 10,145 | $1.48M | 1.46% | +12+0.1% | Added |
| London & Capital Asset Management Ltd | 10,147 | $1.48M | 0.15% | −817−7.5% | Reduced |
| First Citizens Financial Corp | 10,147 | $1.48M | 1.00% | +10,147 | New |
| Meridian Financial Partners LLC | 9,452 | $1.48M | 0.89% | +662+7.5% | Added |
| Perennial Investment Advisors, LLC | 10,178 | $1.48M | 0.26% | −80−0.8% | Reduced |
| Armstrong, Fleming & Moore, Inc | 10,195 | $1.48M | 1.36% | +10,195 | New |
| Samalin Investment Counsel, LLC | 10,205 | $1.48M | 0.80% | −1,052−9.3% | Reduced |
| Prentice Wealth Management LLC | 10,206 | $1.48M | 0.67% | +182+1.8% | Added |
| Onyx Bridge Wealth Group LLC | 10,210 | $1.49M | 0.36% | +472+4.8% | Added |
| Allstate Corp | 10,238 | $1.49M | 0.09% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 10,250 | $1.49M | 0.68% | −7,300−41.6% | Reduced |
| Morris Financial Concepts, Inc. | 10,260 | $1.49M | 0.96% | −130−1.3% | Reduced |
| Old Mission Investment Co LLC | 10,262 | $1.49M | 0.55% | −245−2.3% | Reduced |
| PYA Waltman Capital, LLC | 9,650 | $1.49M | 0.64% | +2,578+36.5% | Added |
| Towercrest Capital Management | 10,275 | $1.49M | 0.28% | +444+4.5% | Added |
| Global Trust Asset Management, LLC | 10,316 | $1.50M | 0.67% | −168−1.6% | Reduced |
| Executive Wealth Management, LLC | 10,322 | $1.50M | 0.16% | +406+4.1% | Added |