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 |
|---|---|---|---|---|---|
| Byrne Asset Management LLC | 13,402 | $1.95M | 1.27% | −31−0.2% | Reduced |
| Longfellow Investment Management Co LLC | 13,403 | $1.95M | 0.45% | −2,302−14.7% | Reduced |
| Insight Wealth Strategies, LLC | 13,416 | $1.95M | 0.37% | +42+0.3% | Added |
| Aft, Forsyth & Sober, LLC | 13,450 | $1.96M | 0.81% | +350+2.7% | Added |
| Weaver C. Barksdale & Associates, Inc. | 13,512 | $1.97M | 1.94% | +1,799+15.4% | Added |
| Steward Financial Group LLC | 13,558 | $1.97M | 0.63% | −366−2.6% | Reduced |
| MONECO Advisors, LLC | 13,566 | $1.97M | 0.54% | +256+1.9% | Added |
| LMG Wealth Partners, LLC | 13,589 | $1.98M | 0.60% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 13,603 | $1.98M | 2.98% | −262−1.9% | Reduced |
| Pointe Capital Management LLC | 13,618 | $1.98M | 1.50% | +267+2.0% | Added |
| Kiley Juergens Wealth Management, LLC | 13,643 | $1.98M | 0.68% | +97+0.7% | Added |
| Thomas White International Ltd | 13,647 | $1.98M | 0.41% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 13,664 | $1.99M | 0.25% | +133+1.0% | Added |
| IMS Capital Management | 13,676 | $1.99M | 1.10% | +2,621+23.7% | Added |
| Blodgett Wealth Advisors, LLC | 13,679 | $1.99M | 2.07% | −99−0.7% | Reduced |
| Accredited Investors Inc. | 13,681 | $1.99M | 0.14% | +114+0.8% | Added |
| Lion Street Advisors, LLC | 11,753 | $2.00M | 0.67% | −115−1.0% | Reduced |
| Rockingstone Advisors LLC | 13,733 | $2.00M | 1.13% | −75−0.5% | Reduced |
| MRP Capital Investments, LLC | 55,900 | $2.01M | 1.96% | +55,900 | New |
| Hamel Associates, Inc. | 13,817 | $2.01M | 0.70% | −660−4.6% | Reduced |
| Virtue Capital Management, LLC | 13,902 | $2.01M | 0.34% | +314+2.3% | Added |
| First National Advisers, LLC | 16,370 | $2.01M | 1.86% | +2,881+21.4% | Added |
| Verus Capital Partners, LLC | 13,853 | $2.01M | 0.29% | +500+3.7% | Added |
| Main Street Financial Solutions, LLC | 13,854 | $2.01M | 0.27% | −463−3.2% | Reduced |
| Greytown Advisors Inc. | 13,857 | $2.02M | 1.10% | −5,757−29.4% | Reduced |
| DAGCO, Inc. | 13,867 | $2.02M | 1.00% | −394−2.8% | Reduced |
| Cim Investment Mangement Inc | 13,871 | $2.02M | 0.69% | +33+0.2% | Added |
| Twin Lakes Capital Management, LLC | 13,892 | $2.02M | 1.43% | +59+0.4% | Added |
| Audent Global Asset Management, LLC | 13,893 | $2.02M | 2.41% | +6,880+98.1% | Added |
| AustralianSuper Pty Ltd | 13,898 | $2.02M | 0.01% | +13,898 | New |
| First County Bank | 13,928 | $2.03M | 0.98% | −1,054−7.0% | Reduced |
| Washington Capital Management Inc | 13,930 | $2.03M | 1.72% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 13,941 | $2.03M | 0.90% | +212+1.5% | Added |
| Chapman Investment Management, LLC | 13,962 | $2.03M | 1.61% | −350−2.4% | Reduced |
| Advus Financial Partners, LLC | 13,977 | $2.03M | 0.78% | +535+4.0% | Added |
| Stableford Capital II LLC | 13,258 | $2.04M | 0.90% | +13,258 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,098 | $2.04M | 0.90% | −62−0.5% | Reduced |
| Ruffer LLP | 14,070 | $2.05M | 0.12% | −65−0.5% | Reduced |
| Union Savings Bank | 12,951 | $2.05M | 1.22% | +12,951 | New |
| Prestige Wealth Management Group LLC | 14,073 | $2.05M | 0.49% | −436−3.0% | Reduced |
| Pinnacle Holdings, LLC | 14,077 | $2.05M | 0.91% | +40.0% | Added |
| Tudor Investment Corp Et Al | 14,082 | $2.05M | 0.03% | +14,082 | New |
| Wulff, Hansen & Co. | 14,085 | $2.05M | 2.29% | −320−2.2% | Reduced |
| Holistic Financial Partners | 14,094 | $2.05M | 1.42% | +703+5.2% | Added |
| Insight Inv LLC | 14,113 | $2.05M | 2.11% | +1,510+12.0% | Added |
| Foresight Global Investors, Inc. | 14,132 | $2.06M | 1.11% | 00.0% | Unchanged |
| Boit C F David | 14,137 | $2.06M | 1.37% | 00.0% | Unchanged |
| Summit Financial Group Inc | 14,172 | $2.06M | 0.80% | −10−0.1% | Reduced |
| Hudson Value Partners, LLC | 14,188 | $2.06M | 1.05% | −10,275−42.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,190 | $2.06M | 2.00% | +190+1.4% | Added |
| Lafayette Investments, Inc. | 14,195 | $2.06M | 0.54% | −4,526−24.2% | Reduced |
| Notis-McConarty Edward | 14,197 | $2.06M | 0.79% | −200−1.4% | Reduced |
| LCNB Corp | 14,260 | $2.07M | 0.88% | +645+4.7% | Added |
| Highlander Capital Management, LLC | 14,280 | $2.08M | 0.96% | +1,000+7.5% | Added |
| Carl P. Sherr & Co., LLC | 14,351 | $2.09M | 1.37% | −16−0.1% | Reduced |
| Klingman & Associates, LLC | 14,368 | $2.09M | 0.17% | +348+2.5% | Added |
| Buckingham Strategic Partners | 14,426 | $2.10M | 0.12% | −963−6.3% | Reduced |
| MB, Levis & Associates, LLC | 14,458 | $2.10M | 1.35% | −27−0.2% | Reduced |
| Benedict Financial Advisors Inc | 14,471 | $2.10M | 0.58% | +367+2.6% | Added |
| Wambolt & Associates, LLC | 14,494 | $2.11M | 0.75% | −157−1.1% | Reduced |
| Brady Family Wealth, LLC | 14,511 | $2.11M | 0.79% | +133+0.9% | Added |
| Armor Investment Advisors, LLC | 14,518 | $2.11M | 1.28% | −10,321−41.6% | Reduced |
| Farther Finance Advisors, LLC | 14,521 | $2.11M | 0.46% | +1,745+13.7% | Added |
| Y.D. More Investments Ltd | 14,533 | $2.11M | 0.54% | +12,008+475.6% | Added |
| Davidson Trust Co | 14,560 | $2.12M | 1.53% | −165−1.1% | Reduced |
| Odey Asset Management LLP | 14,567 | $2.12M | 0.78% | +14,567 | New |
| Gryphon Financial Partners LLC | 14,571 | $2.12M | 0.47% | −496−3.3% | Reduced |
| Manchester Capital Management LLC | 14,586 | $2.12M | 0.28% | +976+7.2% | Added |
| FengHe Fund Management Pte. Ltd. | 14,600 | $2.12M | 0.42% | 00.0% | Unchanged |
| Bell Bank | 14,622 | $2.13M | 0.23% | +2,490+20.5% | Added |
| Coppell Advisory Solutions LLC | 14,865 | $2.13M | 0.63% | +1,075+7.8% | Added |
| Gs Investments, Inc. | 14,787 | $2.15M | 1.17% | 00.0% | Unchanged |
| Next Capital Management LLC | 14,817 | $2.16M | 1.00% | +571+4.0% | Added |
| Owen LaRue, LLC | 14,753 | $2.16M | 2.27% | −2,290−13.4% | Reduced |
| TCWP LLC | 14,945 | $2.17M | 0.46% | −3,373−18.4% | Reduced |
| Glaxis Capital Management, LLC | 15,000 | $2.18M | 8.28% | +15,000 | New |
| Jessup Wealth Management, Inc | 15,014 | $2.18M | 1.17% | −635−4.1% | Reduced |
| Fragasso Group Inc. | 15,023 | $2.18M | 0.23% | +368+2.5% | Added |
| Sutton Wealth Advisors Inc. | 15,047 | $2.19M | 1.06% | +632+4.4% | Added |
| All Terrain Financial Advisors, LLC | 15,053 | $2.19M | 0.99% | +320+2.2% | Added |
| High Net Worth Advisory Group LLC | 15,074 | $2.19M | 0.85% | +287+1.9% | Added |
| SFMG, LLC | 15,099 | $2.20M | 0.23% | −323−2.1% | Reduced |
| Eqis Capital Management, Inc. | 15,107 | $2.20M | 0.25% | +7,043+87.3% | Added |
| Blueprint Investment Partners LLC | 15,110 | $2.20M | 0.79% | −3,835−20.2% | Reduced |
| First Bank & Trust | 15,138 | $2.20M | 0.56% | −1,117−6.9% | Reduced |
| Wolff Wiese Magana LLC | 15,144 | $2.20M | 1.70% | −328−2.1% | Reduced |
| Advisory Research Inc | 15,157 | $2.20M | 0.28% | +2,687+21.5% | Added |
| Ethos Financial Group, LLC | 16,911 | $2.20M | 0.74% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 15,085 | $2.21M | 1.72% | +23+0.2% | Added |
| L.M. Kohn & Company | 15,213 | $2.21M | 0.84% | +3,450+29.3% | Added |
| Guardian Capital LP | 15,255 | $2.22M | 0.07% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 15,257 | $2.22M | 0.39% | +404+2.7% | Added |
| Rollins Financial | 15,264 | $2.22M | 0.61% | −139−0.9% | Reduced |
| Roof Eidam & Maycock | 15,307 | $2.23M | 0.75% | −350−2.2% | Reduced |
| TCI Wealth Advisors, Inc. | 15,309 | $2.23M | 0.28% | −677−4.2% | Reduced |
| Oak Family Advisors, LLC | 15,321 | $2.23M | 1.06% | +392+2.6% | Added |
| Jeppson Wealth Management, LLC | 15,351 | $2.23M | 0.97% | −296−1.9% | Reduced |
| Alaethes Wealth LLC | 15,363 | $2.23M | 1.23% | −1,121−6.8% | Reduced |
| Chatham Capital Group, Inc. | 15,365 | $2.23M | 0.47% | +50+0.3% | Added |
| Optimum Investment Advisors | 15,369 | $2.24M | 1.09% | +190+1.3% | Added |