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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 10,324 | $1.50M | 0.20% | +10,324 | New |
| Central Bank & Trust Co | 10,351 | $1.51M | 0.26% | +473+4.8% | Added |
| LexAurum Advisors, LLC | 10,380 | $1.51M | 0.45% | +3,995+62.6% | Added |
| Capital Advisors, Ltd. LLC | 10,397 | $1.51M | 0.23% | +1,328+14.6% | Added |
| Taika Capital, LP | 10,400 | $1.51M | 0.83% | −1,400−11.9% | Reduced |
| Epacria Capital Partners, LLC | 10,400 | $1.51M | 1.24% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 10,401 | $1.51M | 0.24% | −660−6.0% | Reduced |
| Cypress Wealth Services, LLC | 9,864 | $1.51M | 0.40% | +1,248+14.5% | Added |
| Sky Investment Group LLC | 10,406 | $1.51M | 0.33% | −240−2.3% | Reduced |
| First National Bank of South Miami | 10,417 | $1.52M | 1.22% | −542−4.9% | Reduced |
| Capital Square, LLC | 10,417 | $1.52M | 1.40% | −49−0.5% | Reduced |
| Sterling Investment Counsel, LLC | 10,463 | $1.52M | 0.82% | +272+2.7% | Added |
| Select Asset Management & Trust | 10,490 | $1.53M | 0.93% | +2,129+25.5% | Added |
| Gilman Hill Asset Management, LLC | 10,523 | $1.53M | 0.28% | +250+2.4% | Added |
| Ignite Planners, LLC | 10,621 | $1.53M | 0.59% | −131−1.2% | Reduced |
| Calton & Associates, Inc. | 10,549 | $1.53M | 0.72% | +2,013+23.6% | Added |
| Connecticut Wealth Management, LLC | 10,553 | $1.53M | 0.11% | +2,310+28.0% | Added |
| Matrix Private Capital Group LLC | 10,564 | $1.54M | 1.12% | −1,187−10.1% | Reduced |
| Paulson Wealth Management Inc. | 10,604 | $1.54M | 0.53% | +1,231+13.1% | Added |
| RW Investment Management LLC | 10,632 | $1.55M | 0.32% | −64−0.6% | Reduced |
| Tradition Wealth Management, LLC | 10,677 | $1.55M | 0.18% | −110−1.0% | Reduced |
| 44 Wealth Management LLC | 10,679 | $1.55M | 0.53% | −1,005−8.6% | Reduced |
| JSF Financial, LLC | 10,680 | $1.55M | 0.55% | +65+0.6% | Added |
| Summit Financial Strategies, Inc. | 10,692 | $1.56M | 0.29% | +196+1.9% | Added |
| Cape Ann Savings Bank | 10,726 | $1.56M | 1.04% | −134−1.2% | Reduced |
| Orleans Capital Management Corp | 10,727 | $1.56M | 1.11% | +390+3.8% | Added |
| Trust Co | 10,735 | $1.56M | 0.23% | −5,230−32.8% | Reduced |
| Applied Capital LLC | 10,750 | $1.56M | 1.48% | +31+0.3% | Added |
| Princeton Capital Management LLC | 10,772 | $1.57M | 0.65% | −472−4.2% | Reduced |
| De Burlo Group Inc | 10,773 | $1.57M | 0.26% | +456+4.4% | Added |
| Oarsman Capital, Inc. | 10,784 | $1.57M | 0.69% | −2,436−18.4% | Reduced |
| Hollow Brook Wealth Management LLC | 10,808 | $1.57M | 0.68% | +230+2.2% | Added |
| Wealth Management Partners, LLC | 10,809 | $1.57M | 0.99% | +365+3.5% | Added |
| Westmount Partners, LLC | 10,815 | $1.57M | 0.68% | +163+1.5% | Added |
| Wealth Alliance Advisory Group, LLC | 10,828 | $1.57M | 0.56% | −1,843−14.5% | Reduced |
| CIC Wealth, LLC | 10,845 | $1.58M | 0.55% | +26+0.2% | Added |
| CoreFirst Bank & Trust | 10,847 | $1.58M | 1.11% | −678−5.9% | Reduced |
| WealthBridge Capital Management, LLC | 10,851 | $1.58M | 0.63% | −4,631−29.9% | Reduced |
| Aldebaran Financial Inc. | 10,917 | $1.59M | 2.28% | −1,591−12.7% | Reduced |
| Personal Cfo Solutions, LLC | 10,930 | $1.59M | 0.32% | +1,450+15.3% | Added |
| LGT Financial Advisors LLC | 10,942 | $1.59M | 1.70% | +4,826+78.9% | Added |
| Concord Asset Management, LLC | 10,946 | $1.59M | 0.56% | +2,339+27.2% | Added |
| Wealth Architects, LLC | 10,953 | $1.59M | 0.26% | +33+0.3% | Added |
| Inscription Capital, LLC | 10,975 | $1.60M | 0.50% | −347−3.1% | Reduced |
| G&S Capital LLC | 11,007 | $1.60M | 0.77% | −1,964−15.1% | Reduced |
| Trust Investment Advisors | 11,009 | $1.60M | 1.29% | +201+1.9% | Added |
| Orion Capital Management LLC | 11,044 | $1.61M | 1.06% | −6−0.1% | Reduced |
| Biltmore Family Office, LLC | 11,049 | $1.61M | 0.34% | −1,219−9.9% | Reduced |
| Shay Capital LLC | 11,050 | $1.61M | 0.57% | −1,050−8.7% | Reduced |
| Evergreen Wealth Management, LLC | 11,056 | $1.61M | 1.26% | −938−7.8% | Reduced |
| JNBA Financial Advisors | 11,057 | $1.61M | 0.19% | +117+1.1% | Added |
| Costello Asset Management, INC | 11,062 | $1.61M | 1.38% | −10−0.1% | Reduced |
| Eagle Capital Management, LLC | 11,060 | $1.61M | 0.90% | +11,060 | New |
| Vantage Financial Partners Ltd., Inc. | 11,074 | $1.61M | 0.89% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 11,090 | $1.61M | 1.15% | +7,919+249.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,100 | $1.61M | 0.00% | +92+0.8% | Added |
| Catalyst Financial Partners LLC | 11,104 | $1.61M | 0.58% | +1,249+12.7% | Added |
| Cacti Asset Management LLC | 11,110 | $1.62M | 0.15% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 11,175 | $1.62M | 0.55% | −566−4.8% | Reduced |
| MBL Wealth, LLC | 11,128 | $1.62M | 0.23% | −213−1.9% | Reduced |
| Formidable Asset Management, LLC | 11,130 | $1.62M | 0.35% | +339+3.1% | Added |
| Winthrop Advisory Group LLC | 11,159 | $1.62M | 0.26% | +586+5.5% | Added |
| Canvas Wealth Advisors, LLC | 10,298 | $1.63M | 0.60% | −707−6.4% | Reduced |
| Well Done, LLC | 11,194 | $1.63M | 0.35% | +1,345+13.7% | Added |
| Marble Harbor Investment Counsel, LLC | 11,199 | $1.63M | 0.20% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 11,209 | $1.63M | 0.95% | −59−0.5% | Reduced |
| Mainstay Capital Management LLC | 11,233 | $1.63M | 0.29% | −391−3.4% | Reduced |
| TBH Global Asset Management, LLC | 11,236 | $1.63M | 0.32% | +1,784+18.9% | Added |
| Birinyi Associates Inc | 11,252 | $1.64M | 0.60% | +20.0% | Added |
| Grant/GrossMendelsohn, LLC | 11,102 | $1.64M | 0.66% | +367+3.4% | Added |
| Pinnacle Wealth Management Group, Inc. | 11,256 | $1.64M | 1.43% | −550−4.7% | Reduced |
| Consolidated Portfolio Review Corp | 11,276 | $1.64M | 0.39% | −8−0.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,284 | $1.64M | 1.22% | +39+0.3% | Added |
| Texas Capital Bancshares Inc | 11,287 | $1.64M | 0.91% | −241−2.1% | Reduced |
| Norris Perne & French LLP | 11,296 | $1.64M | 0.14% | +140+1.3% | Added |
| CKW Financial Group | 11,295 | $1.64M | 0.25% | +408+3.7% | Added |
| Heartwood Wealth Advisors LLC | 11,301 | $1.64M | 0.23% | +1,181+11.7% | Added |
| Caldwell Investment Management Ltd. | 11,460 | $1.64M | 1.24% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,214 | $1.64M | 0.34% | 00.0% | Unchanged |
| Truepoint, Inc. | 11,308 | $1.64M | 0.05% | +208+1.9% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,325 | $1.65M | 1.13% | −200−1.7% | Reduced |
| Aire Advisors, LLC | 11,327 | $1.65M | 0.43% | +997+9.7% | Added |
| Highview Capital Management LLC | 11,331 | $1.65M | 0.89% | −22−0.2% | Reduced |
| Patriot Investment Management Inc. | 11,333 | $1.65M | 0.14% | +40+0.4% | Added |
| Geller Advisors LLC | 11,347 | $1.65M | 0.21% | +5,385+90.3% | Added |
| FinTrust Capital Advisors, LLC | 12,312 | $1.65M | 0.40% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 11,357 | $1.65M | 1.47% | −542−4.6% | Reduced |
| St. Johns Investment Management Company, LLC | 11,374 | $1.65M | 0.90% | −236−2.0% | Reduced |
| Aaron Wealth Advisors | 11,413 | $1.66M | 0.22% | +516+4.7% | Added |
| Redhawk Wealth Advisors, Inc. | 11,414 | $1.66M | 0.51% | +2,376+26.3% | Added |
| Schrum Private Wealth Management LLC | 11,443 | $1.66M | 1.80% | +6+0.1% | Added |
| BlackDiamond Wealth Management Inc. | 10,642 | $1.67M | 1.41% | +169+1.6% | Added |
| Sonata Capital Group Inc | 11,483 | $1.67M | 0.86% | +500+4.6% | Added |
| BHK Investment Advisors, LLC | 11,504 | $1.67M | 0.72% | −356−3.0% | Reduced |
| Financial Management Professionals, Inc. | 11,516 | $1.68M | 0.28% | +254+2.3% | Added |
| Granite Bay Wealth Management, LLC | 11,523 | $1.68M | 1.56% | +2,771+31.7% | Added |
| Rosenbaum Jay D. | 11,528 | $1.68M | 2.69% | −686−5.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 11,766 | $1.68M | 0.43% | −694−5.6% | Reduced |
| Optas, LLC | 11,534 | $1.68M | 0.56% | +177+1.6% | Added |
| Aft, Forsyth & Company, Inc. | 11,539 | $1.68M | 1.19% | +260+2.3% | Added |