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 |
|---|---|---|---|---|---|
| My Legacy Advisors, LLC | 11,282 | $1.68M | 0.66% | +545+5.1% | Added |
| Oak Hill Wealth Advisors, LLC | 11,561 | $1.68M | 0.62% | +30.0% | Added |
| Kidder Stephen W | 11,567 | $1.68M | 0.55% | +800+7.4% | Added |
| ARGA Investment Management, LP | 11,581 | $1.68M | 0.06% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 11,597 | $1.69M | 1.70% | −107−0.9% | Reduced |
| Allred Capital Management, LLC | 11,604 | $1.69M | 0.83% | +795+7.4% | Added |
| WT Wealth Management | 11,617 | $1.69M | 0.70% | −232−2.0% | Reduced |
| Front Row Advisors LLC | 11,617 | $1.69M | 0.75% | +28+0.2% | Added |
| Heron Financial Group, LLC | 11,638 | $1.69M | 0.91% | −180−1.5% | Reduced |
| Peoples Bank | 11,643 | $1.69M | 1.04% | −359−3.0% | Reduced |
| ASB Consultores, LLC | 11,686 | $1.70M | 0.83% | −537−4.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 11,686 | $1.70M | 1.28% | −104−0.9% | Reduced |
| Corundum Group, Inc. | 11,693 | $1.70M | 0.85% | −3,593−23.5% | Reduced |
| Icon Wealth Partners, LLC | 11,709 | $1.70M | 0.18% | −3,479−22.9% | Reduced |
| American Investment Services, Inc. | 11,716 | $1.70M | 0.35% | −16,292−58.2% | Reduced |
| Windsor Capital Management, LLC | 11,751 | $1.71M | 0.57% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 11,779 | $1.71M | 0.78% | +351+3.1% | Added |
| MBA Advisors LLC | 11,783 | $1.71M | 1.02% | −396−3.3% | Reduced |
| Kinsale Capital Group, Inc. | 11,810 | $1.72M | 1.04% | +6,056+105.2% | Added |
| First Dallas Securities Inc. | 11,815 | $1.72M | 0.96% | −299−2.5% | Reduced |
| Invst, LLC | 11,820 | $1.72M | 0.25% | −214−1.8% | Reduced |
| Keudell/Morrison Wealth Management | 11,836 | $1.72M | 0.50% | −51−0.4% | Reduced |
| Marietta Investment Partners LLC | 11,840 | $1.72M | 0.45% | +40+0.3% | Added |
| Clarus Group, Inc. | 11,842 | $1.72M | 1.26% | +3,467+41.4% | Added |
| Elmwood Wealth Management, Inc. | 11,848 | $1.72M | 0.80% | −932−7.3% | Reduced |
| Birmingham Capital Management Co Inc | 11,857 | $1.72M | 0.72% | −3,670−23.6% | Reduced |
| WealthPlan Investment Management, LLC | 11,874 | $1.73M | 0.51% | −8,734−42.4% | Reduced |
| Trillium Asset Management, LLC | 11,889 | $1.73M | 0.05% | −98−0.8% | Reduced |
| Roman Butler Fullerton & Co | 11,215 | $1.73M | 0.79% | −394−3.4% | Reduced |
| Aldebaran Capital, LLC | 11,907 | $1.73M | 1.78% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 11,921 | $1.73M | 1.18% | −20−0.2% | Reduced |
| BSW Wealth Partners | 11,935 | $1.74M | 0.36% | +47+0.4% | Added |
| HMS Capital Management, LLC | 11,936 | $1.74M | 1.05% | −231−1.9% | Reduced |
| Gateway Advisory, LLC | 11,954 | $1.74M | 0.37% | +4,905+69.6% | Added |
| Fort Point Capital Partners LLC | 11,961 | $1.74M | 0.26% | +480+4.2% | Added |
| Two Sigma Investments, LP | 12,000 | $1.75M | 0.00% | 00.0% | Unchanged |
| Ulysses Management LLC | 12,000 | $1.75M | 0.45% | 00.0% | Unchanged |
| U S Global Investors Inc | 12,000 | $1.75M | 0.10% | +12,000 | New |
| Avestar Capital, LLC | 12,031 | $1.75M | 0.30% | +1,077+9.8% | Added |
| Autumn Glory Partners, LLC | 12,058 | $1.75M | 1.28% | +3,125+35.0% | Added |
| ORG Partners LLC | 11,981 | $1.75M | 0.28% | +1,552+14.9% | Added |
| Algert Global LLC | 12,061 | $1.75M | 0.08% | +8,200+212.4% | Added |
| Winning Points Advisors, LLC | 10,323 | $1.76M | 2.71% | −13,300−56.3% | Reduced |
| Dover Advisors, LLC | 12,122 | $1.76M | 1.56% | −1,947−13.8% | Reduced |
| MJP Associates Inc | 12,138 | $1.77M | 0.58% | −379−3.0% | Reduced |
| Invesco, LLC | 12,162 | $1.77M | 0.87% | +12,162 | New |
| Connective Portfolio Management, LLC | 12,080 | $1.77M | 4.39% | +12,080 | New |
| Ballast, Inc. | 12,208 | $1.78M | 0.68% | +268+2.2% | Added |
| Mendel Money Management | 12,214 | $1.78M | 0.91% | −7,830−39.1% | Reduced |
| Traphagen Investment Advisors LLC | 12,229 | $1.78M | 0.23% | +179+1.5% | Added |
| Bath Savings Trust Co | 12,231 | $1.78M | 0.21% | −400−3.2% | Reduced |
| Game Creek Capital, LP | 12,250 | $1.78M | 1.18% | −3,750−23.4% | Reduced |
| Oder Investment Management, LLC | 12,252 | $1.78M | 1.95% | −137−1.1% | Reduced |
| 626 Financial, LLC | 12,289 | $1.79M | 1.14% | −813−6.2% | Reduced |
| Weatherly Asset Management L. P. | 12,296 | $1.79M | 0.21% | +140+1.2% | Added |
| Vista Investment Management | 12,300 | $1.79M | 0.91% | −126−1.0% | Reduced |
| Chesapeake Wealth Management | 12,370 | $1.80M | 0.71% | −537−4.2% | Reduced |
| Mastrapasqua Asset Management Inc | 12,378 | $1.80M | 0.20% | −20.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 12,424 | $1.81M | 1.75% | −250−2.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12,690 | $1.81M | 0.92% | +5,200+69.4% | Added |
| Tempus Wealth Planning, LLC | 12,492 | $1.82M | 0.82% | −312−2.4% | Reduced |
| Lindenwold Advisors | 12,497 | $1.82M | 1.11% | −1,695−11.9% | Reduced |
| Greenwich Wealth Management LLC | 12,504 | $1.82M | 0.19% | −154−1.2% | Reduced |
| Avidian Wealth Solutions, LLC | 12,536 | $1.82M | 0.12% | −17,719−58.6% | Reduced |
| Falcon Wealth Planning | 12,546 | $1.82M | 0.41% | +439+3.6% | Added |
| Waddell & Associates, LLC | 12,557 | $1.83M | 0.27% | +1,996+18.9% | Added |
| Trail Ridge Investment Advisors, LLC | 12,588 | $1.83M | 1.13% | −363−2.8% | Reduced |
| Fiduciary Planning LLC | 12,630 | $1.84M | 0.85% | +21+0.2% | Added |
| Wrapmanager Inc | 12,650 | $1.84M | 0.56% | −412−3.2% | Reduced |
| Proficio Capital Partners LLC | 12,658 | $1.84M | 0.25% | +484+4.0% | Added |
| Nicholas Hoffman & Company, LLC. | 12,696 | $1.85M | 0.07% | +572+4.7% | Added |
| Centennial Bank | 12,702 | $1.85M | 1.25% | −1,500−10.6% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12,849 | $1.85M | 0.38% | −14,237−52.6% | Reduced |
| IPG Investment Advisors LLC | 12,721 | $1.85M | 0.40% | +9,009+242.7% | Added |
| Essex Investment Management Co LLC | 12,805 | $1.86M | 0.26% | +2,579+25.2% | Added |
| Drive Wealth Management, LLC | 12,812 | $1.86M | 0.69% | −366−2.8% | Reduced |
| Legacy Wealth Management, LLC | 12,814 | $1.86M | 0.93% | −24−0.2% | Reduced |
| BlueCrest Capital Management Ltd | 12,828 | $1.87M | 0.24% | +12,828 | New |
| Money Concepts Capital Corp | 12,841 | $1.87M | 0.19% | −18,610−59.2% | Reduced |
| Neumann Capital Management, LLC | 12,895 | $1.88M | 0.78% | −304−2.3% | Reduced |
| Pacitti Group Inc. | 12,906 | $1.88M | 1.32% | +33+0.3% | Added |
| Ellerson Group Inc | 12,933 | $1.88M | 1.79% | 00.0% | Unchanged |
| Joseph Group Capital Management | 12,958 | $1.88M | 1.58% | +916+7.6% | Added |
| Aspen Grove Capital, LLC | 13,017 | $1.89M | 0.61% | +1,166+9.8% | Added |
| SlateStone Wealth, LLC | 13,040 | $1.90M | 0.36% | −278−2.1% | Reduced |
| Cornerstone Advisory, LLC | 13,066 | $1.90M | 0.33% | −2,345−15.2% | Reduced |
| Donald L. Hagan, LLC | 13,068 | $1.90M | 1.07% | −491−3.6% | Reduced |
| Channel Wealth LLC | 13,096 | $1.90M | 1.10% | +2,030+18.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,119 | $1.91M | 0.46% | +10+0.1% | Added |
| Palumbo Wealth Management LLC | 13,125 | $1.91M | 1.17% | +20+0.2% | Added |
| Violich Capital Management, Inc. | 13,135 | $1.91M | 0.31% | −750−5.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 13,144 | $1.91M | 0.13% | +2,936+28.8% | Added |
| Aristotle Capital Management, LLC | 13,159 | $1.91M | 0.00% | −293−2.2% | Reduced |
| Hartline Investment Corp | 13,257 | $1.93M | 0.33% | 00.0% | Unchanged |
| Matrix Trust Co | 13,272 | $1.93M | 0.50% | +914+7.4% | Added |
| Pekin Hardy Strauss, Inc. | 13,271 | $1.93M | 0.30% | +142+1.1% | Added |
| Spreng Capital Management, Inc. | 13,276 | $1.93M | 1.52% | −2,790−17.4% | Reduced |
| Segment Wealth Management, LLC | 13,284 | $1.93M | 0.20% | −1,775−11.8% | Reduced |
| WBH Advisory Inc | 13,345 | $1.94M | 0.23% | −270−2.0% | Reduced |
| Exchange Bank | 13,347 | $1.94M | 1.88% | +13,347 | New |