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
- 3,672
- +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
- 1,624 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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 17,988 | $2.62M | 1.13% | −50−0.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,988 | $2.62M | 0.89% | +750+4.4% | Added |
| Aull & Monroe Investment Management Corp | 18,016 | $2.62M | 1.32% | 00.0% | Unchanged |
| True North Advisors, LLC | 18,027 | $2.62M | 0.74% | +3,187+21.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,043 | $2.62M | 0.88% | +846+4.9% | Added |
| Enterprise Financial Services Corp | 18,045 | $2.62M | 1.67% | −320−1.7% | Reduced |
| Moseley Investment Management Inc | 18,057 | $2.63M | 1.53% | +590+3.4% | Added |
| Larson Financial Group LLC | 18,059 | $2.63M | 0.26% | −693−3.7% | Reduced |
| Garrett Investment Advisors LLC | 18,070 | $2.63M | 0.38% | +1,376+8.2% | Added |
| Beaumont Financial Advisors, LLC | 18,107 | $2.63M | 0.25% | +875+5.1% | Added |
| Everett Harris & Co | 18,144 | $2.64M | 0.04% | +291+1.6% | Added |
| Sage Investment Advisers LLC | 18,154 | $2.64M | 3.53% | −494−2.6% | Reduced |
| WP Advisors, LLC | 18,159 | $2.64M | 1.06% | +128+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,216 | $2.65M | 0.11% | +3,165+21.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,286 | $2.66M | 0.43% | +1,261+7.4% | Added |
| Hanson & Doremus Investment Management | 18,353 | $2.67M | 0.56% | +2,007+12.3% | Added |
| Guerra Pan Advisors, LLC | 18,358 | $2.67M | 2.96% | +140+0.8% | Added |
| Aspen Investment Management Inc | 18,405 | $2.68M | 1.59% | −31−0.2% | Reduced |
| Surience Private Wealth LLC | 18,423 | $2.68M | 3.84% | +18,423 | New |
| Everhart Financial Group, Inc. | 18,435 | $2.68M | 1.13% | +848+4.8% | Added |
| Balentine LLC | 18,438 | $2.68M | 0.09% | −6,484−26.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 18,463 | $2.69M | 1.71% | +1,360+8.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 18,526 | $2.69M | 0.19% | −776−4.0% | Reduced |
| RKL Wealth Management LLC | 18,533 | $2.70M | 0.32% | −62−0.3% | Reduced |
| Goldstone Financial Group, LLC | 18,541 | $2.70M | 0.79% | +2,015+12.2% | Added |
| Integrated Investment Consultants, LLC | 18,562 | $2.70M | 0.85% | −89−0.5% | Reduced |
| HPC Germany GmbH & Co. KG | 18,600 | $2.71M | 3.38% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 18,474 | $2.71M | 0.59% | −20−0.1% | Reduced |
| Cito Capital Group, LLC | 18,641 | $2.71M | 1.24% | +158+0.9% | Added |
| Chesapeake Asset Management LLC | 18,686 | $2.72M | 2.45% | −847−4.3% | Reduced |
| Fortune Financial Advisors, LLC | 18,692 | $2.72M | 2.04% | +18,692 | New |
| Financial Strategies Group, Inc. | 18,852 | $2.74M | 0.88% | +7,652+68.3% | Added |
| Field & Main Bank | 18,871 | $2.74M | 1.53% | +25+0.1% | Added |
| Bremer Bank National Association | 18,882 | $2.75M | 0.52% | −432−2.2% | Reduced |
| Smith, Moore & Co. | 18,910 | $2.75M | 0.35% | +923+5.1% | Added |
| Graybill Bartz & Assoc Ltd | 18,925 | $2.75M | 1.31% | −55−0.3% | Reduced |
| Miller Investment Management, LP | 18,935 | $2.75M | 0.42% | 00.0% | Unchanged |
| White Pine Capital LLC | 18,965 | $2.76M | 1.03% | −20.0% | Reduced |
| Key Financial Inc | 18,975 | $2.76M | 0.91% | −19−0.1% | Reduced |
| Acropolis Investment Management, LLC | 19,026 | $2.77M | 0.22% | +240+1.3% | Added |
| Condor Capital Management | 19,033 | $2.77M | 0.33% | −194−1.0% | Reduced |
| St. Louis Trust Co | 19,040 | $2.77M | 0.51% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 19,082 | $2.78M | 0.64% | +68+0.4% | Added |
| Eads & Heald Wealth Management | 19,113 | $2.78M | 1.37% | −706−3.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 19,123 | $2.78M | 0.90% | −991−4.9% | Reduced |
| Atom Investors LP | 19,190 | $2.79M | 1.06% | +15,264+388.8% | Added |
| Tandem Capital Management Corp | 19,196 | $2.79M | 1.82% | −40.0% | Reduced |
| Titleist Asset Management, LLC | 19,204 | $2.79M | 0.55% | −1,040−5.1% | Reduced |
| Coastal Investment Advisors, Inc. | 19,223 | $2.80M | 0.61% | +789+4.3% | Added |
| Oak Harbor Wealth Partners, LLC | 19,258 | $2.80M | 0.96% | −172−0.9% | Reduced |
| Harvey Investment Co LLC | 19,266 | $2.80M | 0.37% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 19,319 | $2.81M | 1.60% | +49+0.3% | Added |
| Huber Capital Management LLC | 19,372 | $2.82M | 0.68% | 00.0% | Unchanged |
| Ethic Inc. | 19,377 | $2.82M | 0.10% | +2,621+15.6% | Added |
| Perpetual Ltd | 19,398 | $2.82M | 0.02% | −73−0.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 19,439 | $2.83M | 0.67% | +674+3.6% | Added |
| Valley Brook Capital Group | 19,462 | $2.83M | 2.61% | −760−3.8% | Reduced |
| Sawyer & Company, Inc | 19,462 | $2.83M | 1.29% | −55−0.3% | Reduced |
| Advisor OS, LLC | 19,470 | $2.83M | 0.46% | +4,868+33.3% | Added |
| Itau Unibanco Holding S.A. | 19,476 | $2.83M | 0.13% | +18,475+1,845.7% | Added |
| Corrado Advisors, LLC | 19,487 | $2.83M | 1.98% | +217+1.1% | Added |
| Holderness Investments Co | 19,494 | $2.84M | 1.05% | +754+4.0% | Added |
| CX Institutional | 19,526 | $2.84M | 0.15% | +1,454+8.0% | Added |
| Tiemann Investment Advisors, LLC | 19,534 | $2.84M | 1.45% | +85+0.4% | Added |
| Investment Advisory Services Inc | 19,543 | $2.84M | 1.20% | +1,309+7.2% | Added |
| WMS Partners, LLC | 19,584 | $2.85M | 0.22% | −180−0.9% | Reduced |
| Sculati Wealth Management, LLC | 19,587 | $2.85M | 1.43% | +172+0.9% | Added |
| Peoples Financial Services Corp. | 19,601 | $2.85M | 1.28% | +104+0.5% | Added |
| Oak Asset Management, LLC | 19,630 | $2.85M | 1.18% | +50+0.3% | Added |
| Bowman & Co S.C. | 19,638 | $2.86M | 2.16% | +740+3.9% | Added |
| Van Cleef Asset Management,Inc | 19,636 | $2.86M | 0.44% | −394−2.0% | Reduced |
| Canton Hathaway, LLC | 19,639 | $2.86M | 0.89% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 19,682 | $2.86M | 1.76% | −797−3.9% | Reduced |
| Signature Wealth Management Partners, LLC | 19,723 | $2.87M | 2.66% | +464+2.4% | Added |
| Liberty One Investment Management, LLC | 19,736 | $2.87M | 0.37% | +749+3.9% | Added |
| Vident Investment Advisory, LLC | 19,756 | $2.87M | 0.10% | −32,502−62.2% | Reduced |
| DeDora Capital, Inc. | 19,753 | $2.87M | 1.11% | +374+1.9% | Added |
| Beck Capital Management, LLC | 19,780 | $2.88M | 1.13% | −996−4.8% | Reduced |
| Grandview Asset Management LLC | 19,837 | $2.88M | 2.81% | +4,982+33.5% | Added |
| Nixon Peabody Trust Co | 19,861 | $2.89M | 2.34% | −10,165−33.9% | Reduced |
| First United Bank Trust | 19,865 | $2.89M | 1.28% | +146+0.7% | Added |
| Pacifica Partners Inc. | 20,010 | $2.89M | 1.64% | −19−0.1% | Reduced |
| Intrua Financial, LLC | 19,936 | $2.90M | 0.52% | +3,081+18.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 19,943 | $2.90M | 1.70% | +421+2.2% | Added |
| Platte River Wealth Advisors, LLC | 19,946 | $2.90M | 1.02% | −571−2.8% | Reduced |
| Regatta Capital Group, LLC | 19,962 | $2.90M | 0.92% | −286−1.4% | Reduced |
| Maltese Capital Management LLC | 20,000 | $2.91M | 1.01% | 00.0% | Unchanged |
| Marathon Capital Management | 20,059 | $2.92M | 0.72% | −143−0.7% | Reduced |
| Secure Asset Management, LLC | 20,085 | $2.92M | 0.89% | −247−1.2% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.93M | 2.38% | 00.0% | Unchanged |
| BBR Partners, LLC | 20,159 | $2.93M | 0.32% | +45+0.2% | Added |
| Keebeck Wealth Management, LLC | 20,178 | $2.93M | 0.40% | +177+0.9% | Added |
| Register Financial Advisors LLC | 20,230 | $2.94M | 2.10% | +488+2.5% | Added |
| Jmac Enterprises LLC | 20,247 | $2.94M | 0.73% | +1,483+7.9% | Added |
| Parkside Financial Bank & Trust | 20,248 | $2.94M | 0.70% | +2,451+13.8% | Added |
| Agate Pass Investment Management, LLC | 20,262 | $2.95M | 1.79% | +793+4.1% | Added |
| Forza Wealth Management, LLC | 20,299 | $2.95M | 1.49% | −155−0.8% | Reduced |
| Legacy Advisors, LLC | 20,305 | $2.95M | 0.44% | +12,919+174.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 20,346 | $2.96M | 0.87% | +130+0.6% | Added |
| Cobblestone Capital Advisors LLC | 20,357 | $2.96M | 0.21% | −10.0% | Reduced |