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; 5,156 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
- 1,625 more added
- Sold out
- 96
- 1,514 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,679 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| TD Capital Management LLC | 1,180 | $171.7K | 0.02% | +2+0.2% | Added |
| Legend Financial Advisors, Inc. | 1,186 | $172.5K | 0.14% | +70+6.3% | Added |
| Abound Wealth Management | 1,203 | $175.0K | 0.07% | +134+12.5% | Added |
| Gibson Capital, LLC | 1,216 | $176.9K | 0.05% | +1,216 | New |
| Old Point Trust & Financial Services N A | 1,227 | $178.5K | 0.07% | +1,227 | New |
| Mizuho Securities Co. Ltd. | 1,240 | $180.3K | 0.41% | +240+24.0% | Added |
| Operose Advisors LLC | 1,250 | $181.8K | 0.08% | +321+34.6% | Added |
| Private Ocean, LLC | 1,251 | $181.9K | 0.02% | +296+31.0% | Added |
| PFS Partners, LLC | 1,253 | $182.2K | 0.15% | −17−1.3% | Reduced |
| Covestor Ltd | 1,266 | $184.0K | 0.14% | −417−24.8% | Reduced |
| Coston, McIsaac & Partners | 1,266 | $184.0K | 0.06% | +1+0.1% | Added |
| Safeguard Financial, LLC | 1,298 | $188.0K | 0.09% | +1,298 | New |
| Northwest Capital Management Inc | 1,304 | $189.7K | 0.08% | +1,304 | New |
| Linker Capital Management Inc. | 1,318 | $191.7K | 0.20% | +1,318 | New |
| Halpern Financial, Inc. | 1,320 | $191.9K | 0.07% | −110−7.7% | Reduced |
| Strategic Investment Solutions, Inc. | 1,398 | $192.3K | 0.04% | −775−35.7% | Reduced |
| JJJ Advisors Inc. | 1,325 | $192.7K | 0.05% | +97+7.9% | Added |
| Financial Connections Group, Inc. | 1,332 | $193.0K | 0.13% | +1,227+1,168.6% | Added |
| Intrepid Capital Management Inc | 1,344 | $195.5K | 0.14% | +1,344 | New |
| Kelly Financial Services LLC | 1,347 | $195.9K | 0.09% | +175+14.9% | Added |
| KB Financial Partners, LLC | 1,366 | $199.0K | 0.05% | −6−0.4% | Reduced |
| Arrowroot Family Office, LLC | 1,377 | $200.3K | 0.15% | +1,377 | New |
| Marex Group plc | 1,378 | $200.4K | 0.04% | −6,618−82.8% | Reduced |
| LifePro Asset Management | 1,381 | $200.8K | 0.15% | +1,381 | New |
| Rezny Wealth Management, Inc. | 1,382 | $201.0K | 0.07% | −300−17.8% | Reduced |
| Sicart Associates LLC | 1,385 | $201.4K | 0.08% | +1,385 | New |
| AAFCPAs Wealth Management, LLC | 1,387 | $201.7K | 0.13% | −399−22.3% | Reduced |
| Yoder Wealth Management, Inc. | 1,395 | $202.9K | 0.16% | +1,395 | New |
| Compton Capital Management Inc | 1,400 | $203.6K | 4.71% | −10,951−88.7% | Reduced |
| Peterson Wealth Advisors, LLC | 1,400 | $205.3K | 0.05% | +1,400 | New |
| Keystone Financial Planning, Inc. | 1,413 | $205.5K | 0.07% | +1,413 | New |
| Beaird Harris Wealth Management, LLC | 1,414 | $205.7K | 0.02% | −58−3.9% | Reduced |
| Clearwater Capital Advisors, LLC | 1,421 | $206.7K | 0.02% | +1,421 | New |
| Lountzis Asset Management, LLC | 1,340 | $207.0K | 0.11% | +1,340 | New |
| Sterling Financial Group, Inc. | 1,432 | $208.3K | 0.14% | +1,432 | New |
| Willis Johnson & Associates, Inc. | 1,434 | $208.5K | 0.02% | −182−11.3% | Reduced |
| Quad-Cities Investment Group, LLC | 1,434 | $208.5K | 0.14% | +1,434 | New |
| Bensler, LLC | 1,435 | $208.8K | 0.04% | +1,435 | New |
| PrairieView Partners, LLC | 1,437 | $209.0K | 0.03% | +424+41.9% | Added |
| DB Wealth Management Group, LLC | 1,438 | $209.1K | 0.13% | +1+0.1% | Added |
| Joseph P. Lucia & Associates, LLC | 1,442 | $209.7K | 0.14% | −200−12.2% | Reduced |
| Rise Advisors, LLC | 1,442 | $209.8K | 0.16% | −157−9.8% | Reduced |
| Worth Asset Management, LLC | 1,445 | $210.2K | 0.16% | −103−6.7% | Reduced |
| Cowen Prime Advisors LLC | 1,449 | $210.7K | 0.07% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 1,450 | $211.0K | 0.01% | −172−10.6% | Reduced |
| Basso Capital Management, L.P. | 1,451 | $211.0K | 0.23% | +1,451 | New |
| Coyle Financial Counsel LLC | 1,454 | $211.5K | 0.10% | +1,454 | New |
| Ellis Investment Partners, LLC | 1,457 | $211.9K | 0.05% | −105−6.7% | Reduced |
| Flower City Capital | 1,461 | $212.5K | 0.25% | +1,461 | New |
| KWMG, LLC | 1,464 | $212.9K | 0.03% | −363−19.9% | Reduced |
| Baskin Financial Services Inc. | 1,463 | $213.0K | 0.02% | −143−8.9% | Reduced |
| AlphaMark Advisors, LLC | 1,465 | $213.0K | 0.10% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 1,474 | $214.4K | 0.11% | +1,474 | New |
| Riversedge Advisors, LLC | 1,475 | $214.6K | 0.06% | +1,475 | New |
| Old North State Wealth Management, LLC | 1,477 | $215.1K | 0.19% | +1,477 | New |
| Parkside Advisors LLC | 1,481 | $215.4K | 0.07% | −368−19.9% | Reduced |
| Unio Capital LLC | 1,485 | $216.0K | 0.11% | −728−32.9% | Reduced |
| Seed Wealth Management, Inc. | 1,496 | $217.5K | 0.23% | +1,496 | New |
| New England Professional Planning Group Inc. | 1,497 | $217.7K | 0.13% | +1,497 | New |
| Ewa, LLC | 1,499 | $218.0K | 0.15% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,500 | $218.0K | 0.01% | +1,500 | New |
| Bourne Lent Asset Management Inc | 1,500 | $218.2K | 0.08% | +1,500 | New |
| Lutz Financial Services LLC | 1,501 | $218.3K | 0.02% | −106−6.6% | Reduced |
| Acas, LLC | 1,505 | $218.8K | 0.29% | −98−6.1% | Reduced |
| Roble, Belko & Company, Inc | 1,504 | $219.0K | 0.04% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,506 | $219.1K | 0.20% | −43−2.8% | Reduced |
| Ascension Capital Advisors, Inc. | 1,507 | $219.2K | 0.14% | +1,507 | New |
| Lokken Investment Group LLC | 1,509 | $219.5K | 0.14% | +1,509 | New |
| Toth Financial Advisory Corp | 1,510 | $219.6K | 0.03% | −44−2.8% | Reduced |
| Family Asset Management, LLC | 1,510 | $219.6K | 0.15% | +1,510 | New |
| MPS Loria Financial Planners, LLC | 1,511 | $219.8K | 0.08% | −205−11.9% | Reduced |
| Freedom Day Solutions, LLC | 1,513 | $219.9K | 0.10% | +1,513 | New |
| Warwick Investment Management, Inc. | 1,515 | $220.3K | 0.09% | +1,515 | New |
| Redmont Wealth Advisors LLC | 1,516 | $220.5K | 0.38% | +1,516 | New |
| Von Berge Wealth Management Group, LLC | 1,520 | $221.1K | 0.18% | +1,520 | New |
| Oak Ridge Investments LLC | 1,524 | $221.7K | 0.03% | −126−7.6% | Reduced |
| Boyd Wealth Management, LLC | 1,527 | $222.1K | 0.13% | +1,527 | New |
| American Financial Advisors, LLC | 1,530 | $222.5K | 0.03% | +1,530 | New |
| Madison Wealth Partners, Inc | 1,531 | $222.6K | 0.10% | +1,531 | New |
| Financial Services Advisory Inc | 1,533 | $223.0K | 0.09% | +1,533 | New |
| Lipe & Dalton | 1,530 | $223.0K | 0.13% | −85−5.3% | Reduced |
| AJ Advisors, LLC | 1,534 | $223.1K | 0.16% | +1,534 | New |
| Cedar Wealth Management, LLC | 1,534 | $223.1K | 0.09% | 00.0% | Unchanged |
| Essential Planning, LLC. | 1,534 | $223.1K | 0.13% | +1,534 | New |
| Continuum Wealth Advisors, LLC | 1,536 | $223.4K | 0.16% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,538 | $223.7K | 0.13% | +1,538 | New |
| Red Lighthouse Investment Management, LLC | 1,539 | $223.8K | 0.10% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 1,541 | $224.1K | 0.15% | −90−5.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,542 | $224.3K | 0.12% | +1,542 | New |
| American Institute for Advanced Investment Management, LLP | 1,543 | $224.4K | 0.20% | +1,543 | New |
| Paragon Capital Management LLC | 1,544 | $224.6K | 0.13% | −69−4.3% | Reduced |
| Clientfirst Wealth Management, LLC | 1,504 | $225.3K | 0.27% | +1,504 | New |
| Dentgroup LLC | 1,550 | $225.4K | 0.16% | +11+0.7% | Added |
| MBE Wealth Management, LLC | 1,551 | $225.5K | 0.12% | +1,551 | New |
| Sage Capital Advisors,llc | 1,551 | $225.6K | 0.08% | −35−2.2% | Reduced |
| BCS Wealth Management | 1,569 | $228.0K | 0.17% | +1,569 | New |
| Paragon Financial Partners, Inc. | 1,571 | $228.5K | 0.22% | +1+0.1% | Added |
| GW&K Investment Management, LLC | 1,572 | $229.0K | 0.00% | +970+161.1% | Added |
| Paul Damon & Associates, Inc. | 1,576 | $229.2K | 0.14% | +1,576 | New |
| Copperleaf Capital, LLC | 1,577 | $229.4K | 0.21% | +1,577 | New |