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 |
|---|---|---|---|---|---|
| Wealth Alliance | 15,412 | $2.24M | 0.34% | −607−3.8% | Reduced |
| Sittner & Nelson, LLC | 15,426 | $2.24M | 1.23% | +367+2.4% | Added |
| Resolute Wealth Strategies, LLC | 15,433 | $2.24M | 1.74% | +279+1.8% | Added |
| Summit X, LLC | 15,475 | $2.25M | 0.55% | +844+5.8% | Added |
| Bradley Mark J. | 15,505 | $2.26M | 2.24% | −5,720−26.9% | Reduced |
| Etesian Wealth Advisors, Inc. | 15,518 | $2.26M | 1.47% | +118+0.8% | Added |
| S.E.E.D. Planning Group LLC | 15,545 | $2.26M | 0.79% | +600+4.0% | Added |
| First Capital Advisors Group, LLC. | 15,560 | $2.26M | 1.18% | −65−0.4% | Reduced |
| Phillips Financial Management, LLC | 15,569 | $2.26M | 0.21% | +108+0.7% | Added |
| Fortem Financial Group, LLC | 15,643 | $2.28M | 1.35% | +1,038+7.1% | Added |
| Voya Financial Advisors, Inc. | 15,871 | $2.28M | 0.27% | −99−0.6% | Reduced |
| Aberdeen Wealth Management LLC | 15,714 | $2.29M | 1.65% | 00.0% | Unchanged |
| Ironwood Financial, llc | 15,757 | $2.29M | 0.60% | −620−3.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 15,784 | $2.30M | 0.27% | +4,911+45.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 15,800 | $2.30M | 0.95% | +72+0.5% | Added |
| Mirabella Financial Services LLP | 15,800 | $2.30M | 0.27% | +15,800 | New |
| Naviter Wealth, LLC | 15,814 | $2.30M | 0.58% | +1,829+13.1% | Added |
| Kensington Investment Counsel, LLC | 15,821 | $2.30M | 1.46% | +2,082+15.2% | Added |
| Relyea Zuckerberg Hanson LLC | 15,841 | $2.30M | 0.52% | +1,814+12.9% | Added |
| Nvest Financial, LLC | 15,863 | $2.31M | 2.02% | +1,509+10.5% | Added |
| Gleason Group, Inc. | 15,889 | $2.31M | 0.60% | +35+0.2% | Added |
| Finer Wealth Management, Inc. | 15,892 | $2.31M | 1.81% | +407+2.6% | Added |
| Delta Asset Management LLC | 15,928 | $2.32M | 0.23% | +99+0.6% | Added |
| Royal Harbor Partners, LLC | 15,930 | $2.32M | 1.14% | −122−0.8% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 15,938 | $2.32M | 1.13% | −177−1.1% | Reduced |
| Weik Capital Management | 15,955 | $2.32M | 1.10% | −425−2.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $2.33M | 1.50% | +5,000+45.5% | Added |
| Missouri Trust & Investment Co | 16,035 | $2.33M | 1.31% | +1,037+6.9% | Added |
| Dillon & Associates Inc | 16,139 | $2.34M | 0.43% | +275+1.7% | Added |
| Marion Wealth Management | 16,092 | $2.34M | 0.83% | +852+5.6% | Added |
| SkyView Investment Advisors, LLC | 16,107 | $2.34M | 0.58% | +20.0% | Added |
| Venturi Wealth Management, LLC | 16,119 | $2.34M | 0.19% | +2,595+19.2% | Added |
| Ledge Wealth Management, Inc. | 16,123 | $2.34M | 1.12% | −4,767−22.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,256 | $2.36M | 0.75% | +16,256 | New |
| Northwest Bank & Trust Co | 16,258 | $2.36M | 2.27% | +16,258 | New |
| Riverview Trust Co | 16,315 | $2.37M | 2.15% | −1,967−10.8% | Reduced |
| Centiva Capital, LP | 16,338 | $2.38M | 0.12% | −14,645−47.3% | Reduced |
| Vista Wealth Management Group, LLC | 16,367 | $2.38M | 0.23% | −212−1.3% | Reduced |
| Martin & Co Inc | 16,397 | $2.38M | 0.60% | −559−3.3% | Reduced |
| BigSur Wealth Management LLC | 16,403 | $2.39M | 1.14% | −158−1.0% | Reduced |
| Chilton Investment Co LLC | 16,429 | $2.39M | 0.07% | +2,636+19.1% | Added |
| Jackson Hole Capital Partners, LLC | 16,484 | $2.40M | 0.66% | −2,796−14.5% | Reduced |
| Credit Capital Investments LLC | 16,500 | $2.40M | 3.13% | −6,000−26.7% | Reduced |
| Alaska Permanent Fund Corp | 16,500 | $2.40M | 0.05% | +16,500 | New |
| 3Chopt Investment Partners, LLC | 16,538 | $2.41M | 1.20% | +11+0.1% | Added |
| Warther Private Wealth, LLC | 16,546 | $2.41M | 1.64% | +467+2.9% | Added |
| Simon Quick Advisors, LLC | 16,583 | $2.41M | 0.22% | −2,831−14.6% | Reduced |
| Eagle Bluffs Wealth Management LLC | 16,602 | $2.41M | 1.86% | +231+1.4% | Added |
| GSB Wealth Management, LLC | 16,610 | $2.42M | 0.79% | +116+0.7% | Added |
| Hudson Canyon Capital Management | 16,620 | $2.42M | 1.91% | +1,965+13.4% | Added |
| Continental Advisors LLC | 16,635 | $2.42M | 2.14% | −1,500−8.3% | Reduced |
| Boltwood Capital Management | 16,659 | $2.42M | 0.87% | −20.0% | Reduced |
| Center for Financial Planning, Inc. | 16,715 | $2.43M | 0.51% | +59+0.4% | Added |
| Institute for Wealth Management, LLC. | 16,732 | $2.43M | 0.43% | −15−0.1% | Reduced |
| Abundance Wealth Counselors | 16,739 | $2.44M | 1.26% | +207+1.3% | Added |
| Cumberland Advisors Inc | 16,760 | $2.44M | 1.11% | −13,010−43.7% | Reduced |
| Benin Management CORP | 16,796 | $2.44M | 0.87% | +87+0.5% | Added |
| Financial Architects, Inc | 16,842 | $2.45M | 0.37% | −301−1.8% | Reduced |
| River Street Advisors LLC | 16,848 | $2.45M | 2.34% | −316−1.8% | Reduced |
| Founders Financial Securities LLC | 16,849 | $2.45M | 0.32% | −1,143−6.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 16,854 | $2.45M | 0.79% | +849+5.3% | Added |
| Worth Financial Advisory Group, LLC | 16,877 | $2.45M | 2.28% | −20−0.1% | Reduced |
| Gries Financial LLC | 16,937 | $2.46M | 0.68% | −974−5.4% | Reduced |
| Concord Wealth Partners | 16,957 | $2.47M | 0.53% | +5,956+54.1% | Added |
| Lederer & Associates Investment Counsel | 17,013 | $2.47M | 1.87% | −365−2.1% | Reduced |
| Bull Street Advisors, LLC | 17,034 | $2.48M | 1.27% | −71−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 17,046 | $2.48M | 0.40% | +188+1.1% | Added |
| Lineweaver Wealth Advisors, LLC | 17,053 | $2.48M | 0.71% | +278+1.7% | Added |
| Park Place Capital Corp | 17,112 | $2.49M | 0.70% | −98−0.6% | Reduced |
| Benjamin Edwards Inc | 17,134 | $2.49M | 0.58% | −3,425−16.7% | Reduced |
| First Commonwealth Financial Corp | 17,152 | $2.49M | 0.81% | −1,358−7.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 17,164 | $2.50M | 1.03% | +781+4.8% | Added |
| First City Capital Management, Inc. | 17,195 | $2.50M | 1.48% | −375−2.1% | Reduced |
| Loudon Investment Management, LLC | 17,318 | $2.52M | 1.66% | −221−1.3% | Reduced |
| Aureus Asset Management, LLC | 17,346 | $2.52M | 0.19% | −17,449−50.1% | Reduced |
| Imprint Wealth LLC | 16,980 | $2.52M | 1.59% | +1,031+6.5% | Added |
| Amplius Wealth Advisors, LLC | 17,374 | $2.53M | 0.34% | +42+0.2% | Added |
| World Equity Group, Inc. | 17,384 | $2.53M | 0.74% | −22,293−56.2% | Reduced |
| Prudent Man Advisors, LLC | 17,388 | $2.53M | 0.95% | −423−2.4% | Reduced |
| Peak Planning Group, LLC | 17,405 | $2.53M | 1.88% | +326+1.9% | Added |
| Twelve Points Wealth Management LLC | 17,415 | $2.53M | 1.35% | −699−3.9% | Reduced |
| Snider Financial Group | 17,426 | $2.53M | 1.21% | −288−1.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,428 | $2.53M | 1.24% | −115−0.7% | Reduced |
| Financial Planning & Information Services, Inc. | 17,452 | $2.54M | 0.47% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 17,456 | $2.54M | 1.57% | −3,447−16.5% | Reduced |
| Moser Wealth Advisors, LLC | 17,479 | $2.54M | 1.71% | +17,479 | New |
| Heritage Wealth Advisors | 17,529 | $2.55M | 0.13% | +88+0.5% | Added |
| Keystone Financial Group | 17,575 | $2.56M | 0.43% | +17,575 | New |
| New Potomac Partners, LLC | 17,596 | $2.56M | 1.69% | −1,293−6.8% | Reduced |
| Mather Group, LLC. | 17,658 | $2.57M | 0.04% | +1,024+6.2% | Added |
| Occidental Asset Management, LLC | 17,671 | $2.57M | 0.58% | +908+5.4% | Added |
| Aries Wealth Management | 17,672 | $2.57M | 1.00% | +15+0.1% | Added |
| Krilogy Financial LLC | 17,674 | $2.57M | 0.23% | −454−2.5% | Reduced |
| Pegasus Partners Ltd. | 17,687 | $2.57M | 0.38% | −257−1.4% | Reduced |
| Slocum, Gordon & Co LLP | 17,750 | $2.58M | 2.18% | +1,410+8.6% | Added |
| Court Place Advisors, LLC | 17,765 | $2.58M | 0.91% | −700−3.8% | Reduced |
| BCGM Wealth Management, LLC | 17,833 | $2.59M | 1.14% | +1,030+6.1% | Added |
| Cedar Brook Financial Partners, LLC | 17,862 | $2.60M | 0.62% | +20+0.1% | Added |
| Eclectic Associates Inc | 17,911 | $2.60M | 1.28% | −621−3.4% | Reduced |
| Magnolia Capital Advisors LLC | 17,911 | $2.60M | 1.31% | −115−0.6% | Reduced |