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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 20,376 | $2.96M | 1.06% | +460+2.3% | Added |
| Sanders Morris Harris LLC | 20,345 | $2.97M | 0.66% | +7,437+57.6% | Added |
| Pinkerton Retirement Specialists, LLC | 20,483 | $2.98M | 0.59% | +733+3.7% | Added |
| Glen Eagle Advisors, LLC | 20,532 | $2.98M | 0.69% | +1,254+6.5% | Added |
| Northstar Asset Management LLC | 20,533 | $2.99M | 0.82% | −70−0.3% | Reduced |
| Permanens Capital L.P. | 20,538 | $2.99M | 0.69% | −12,812−38.4% | Reduced |
| Wakefield Asset Management LLLP | 20,550 | $2.99M | 1.19% | +15,922+344.0% | Added |
| Trifecta Capital Advisors, LLC | 20,559 | $2.99M | 0.96% | +135+0.7% | Added |
| Alyeska Investment Group, L.P. | 20,565 | $2.99M | 0.02% | −52,752−72.0% | Reduced |
| O'Dell Group, LLC | 20,575 | $2.99M | 0.85% | +584+2.9% | Added |
| Landmark Financial Advisors, LLC | 20,578 | $2.99M | 1.23% | −196−0.9% | Reduced |
| Trustmark National Bank Trust Department | 20,583 | $2.99M | 0.28% | −4,110−16.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,639 | $3.00M | 0.32% | +20,639 | New |
| First PREMIER Bank | 20,711 | $3.01M | 0.86% | −35−0.2% | Reduced |
| C2C Wealth Management, LLC | 19,673 | $3.01M | 0.40% | −352−1.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 20,747 | $3.02M | 0.71% | +641+3.2% | Added |
| Sentry Investment Management LLC | 20,764 | $3.02M | 1.14% | +4,329+26.3% | Added |
| Spirit of America Management Corp | 20,792 | $3.02M | 0.68% | −200−1.0% | Reduced |
| Resurgent Financial Advisors LLC | 20,819 | $3.03M | 2.01% | +342+1.7% | Added |
| MCF Advisors LLC | 20,822 | $3.03M | 0.27% | +256+1.2% | Added |
| Bessemer Securities LLC | 20,829 | $3.03M | 2.01% | −11,900−36.4% | Reduced |
| West Michigan Advisors, LLC | 20,865 | $3.03M | 1.21% | +4,583+28.1% | Added |
| Maven Securities LTD | 20,869 | $3.04M | 0.43% | +18,539+795.7% | Added |
| Investment Partners, Ltd. | 20,883 | $3.04M | 1.58% | −17−0.1% | Reduced |
| Convergence Investment Partners, LLC | 20,888 | $3.04M | 1.74% | −181−0.9% | Reduced |
| Providence Wealth Advisors, LLC | 21,009 | $3.04M | 3.36% | +5,273+33.5% | Added |
| Aj Wealth Strategies, LLC | 20,894 | $3.04M | 0.15% | +346+1.7% | Added |
| Coastline Trust Co | 20,965 | $3.05M | 0.43% | −794−3.6% | Reduced |
| Royal Capital Wealth Management, LLC | 20,984 | $3.05M | 2.88% | +84+0.4% | Added |
| Knott David M Jr | 20,985 | $3.05M | 1.29% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 20,994 | $3.05M | 0.74% | +20.0% | Added |
| Heartland Bank & Trust Co | 21,031 | $3.06M | 2.39% | −1,121−5.1% | Reduced |
| X-Square Capital, LLC | 21,084 | $3.07M | 2.06% | −593−2.7% | Reduced |
| JT Stratford LLC | 21,138 | $3.07M | 0.83% | −1,875−8.1% | Reduced |
| Transatlantique Private Wealth LLC | 21,159 | $3.08M | 1.61% | +859+4.2% | Added |
| Trinity Financial Advisors LLC | 21,193 | $3.08M | 1.65% | +2,350+12.5% | Added |
| Sawgrass Asset Management LLC | 21,205 | $3.08M | 0.38% | +2,672+14.4% | Added |
| O'Rourke & Company, Inc | 21,216 | $3.09M | 2.16% | +542+2.6% | Added |
| Townsend & Associates, Inc | 19,728 | $3.09M | 0.80% | −338−1.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 21,273 | $3.09M | 0.12% | −331−1.5% | Reduced |
| Synergy Financial Management, LLC | 21,309 | $3.10M | 0.77% | +19,149+886.5% | Added |
| Phoenix Wealth Advisors | 21,313 | $3.10M | 1.80% | −198−0.9% | Reduced |
| Karpas Strategies, LLC | 21,321 | $3.10M | 1.05% | −145−0.7% | Reduced |
| Graham Capital Management, L.P. | 21,365 | $3.11M | 0.11% | −13,977−39.5% | Reduced |
| Bank of Stockton | 21,378 | $3.11M | 1.07% | +447+2.1% | Added |
| West Oak Capital, LLC | 21,392 | $3.11M | 1.51% | −680−3.1% | Reduced |
| Poehling Capital Management, LLC | 21,408 | $3.11M | 1.05% | −1,183−5.2% | Reduced |
| Massachusetts Wealth Management | 21,410 | $3.11M | 2.98% | +485+2.3% | Added |
| Edgewood Management LLC | 21,464 | $3.12M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 21,465 | $3.12M | 0.42% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 21,500 | $3.13M | 0.69% | −34,000−61.3% | Reduced |
| Nwam LLC | 21,527 | $3.13M | 0.26% | +2,789+14.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 21,617 | $3.14M | 0.59% | +1,211+5.9% | Added |
| VeraBank, N.A. | 21,617 | $3.14M | 1.21% | +253+1.2% | Added |
| Columbia Trust Co 01012016 | 21,626 | $3.15M | 1.77% | +1,196+5.9% | Added |
| PFG Investments, LLC | 21,667 | $3.15M | 0.56% | +3,388+18.5% | Added |
| Mayflower Financial Advisors, LLC | 21,671 | $3.15M | 0.41% | −853−3.8% | Reduced |
| CNB Bank | 21,673 | $3.15M | 1.85% | +1,035+5.0% | Added |
| StrongBox Wealth, LLC | 21,683 | $3.15M | 1.99% | +3,124+16.8% | Added |
| Brown, Lisle/Cummings, Inc. | 21,737 | $3.16M | 1.41% | +6,776+45.3% | Added |
| Certified Advisory Corp | 21,768 | $3.17M | 0.58% | +1,533+7.6% | Added |
| Regal Investment Advisors LLC | 21,816 | $3.17M | 0.27% | +1,266+6.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 21,823 | $3.17M | 0.45% | +594+2.8% | Added |
| SOA Wealth Advisors, LLC. | 21,831 | $3.18M | 0.74% | +70.0% | Added |
| Fidelis Capital Partners, LLC | 21,842 | $3.18M | 1.16% | +760+3.6% | Added |
| Outfitter Financial LLC | 21,973 | $3.20M | 2.86% | −115−0.5% | Reduced |
| Intellectus Partners, LLC | 21,988 | $3.20M | 0.96% | +223+1.0% | Added |
| Intrepid Financial Planning Group LLC | 22,081 | $3.21M | 1.54% | +50+0.2% | Added |
| Leelyn Smith, LLC | 22,083 | $3.21M | 0.78% | +22,083 | New |
| Lodestone Wealth Management LLC | 22,085 | $3.21M | 2.22% | +1,930+9.6% | Added |
| Leisure Capital Management | 22,163 | $3.22M | 1.78% | −332−1.5% | Reduced |
| Great Lakes Retirement, Inc. | 22,168 | $3.22M | 0.57% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 22,193 | $3.23M | 2.60% | +99+0.4% | Added |
| CoreCap Advisors, LLC | 22,234 | $3.23M | 0.23% | +22,234 | New |
| Clear Creek Financial Management, LLC | 22,320 | $3.25M | 0.56% | +18+0.1% | Added |
| Beech Hill Advisors, Inc. | 22,322 | $3.25M | 1.58% | −493−2.2% | Reduced |
| Portside Wealth Group, LLC | 22,332 | $3.25M | 0.60% | +22,332 | New |
| Evermay Wealth Management LLC | 22,355 | $3.25M | 0.63% | −268−1.2% | Reduced |
| NVWM, LLC | 22,388 | $3.26M | 1.06% | +127+0.6% | Added |
| Vectors Research Management, LLC | 22,421 | $3.26M | 0.93% | −1,635−6.8% | Reduced |
| Guardian Investment Management | 22,468 | $3.27M | 2.81% | +5,614+33.3% | Added |
| Blue Edge Capital, LLC | 22,482 | $3.27M | 0.66% | −384−1.7% | Reduced |
| L & S Advisors Inc | 22,496 | $3.27M | 0.44% | +882+4.1% | Added |
| VisionPoint Advisory Group, LLC | 22,511 | $3.27M | 1.34% | +2,830+14.4% | Added |
| Charles Schwab Trust Co | 24,143 | $3.28M | 0.39% | +120+0.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 22,545 | $3.28M | 0.70% | +18,497+456.9% | Added |
| Seascape Capital Management | 22,586 | $3.29M | 1.56% | +337+1.5% | Added |
| Gilder Gagnon Howe & Co LLC | 22,596 | $3.29M | 0.04% | −50.0% | Reduced |
| Banco de Sabadell, S.A | 22,646 | $3.29M | 2.65% | −784−3.3% | Reduced |
| Crescent Sterling, Ltd. | 22,650 | $3.29M | 3.13% | +392+1.8% | Added |
| Beaton Management Co. Inc. | 22,692 | $3.30M | 2.09% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 25,330 | $3.30M | 1.51% | +10,963+76.3% | Added |
| WealthPLAN Partners, LLC | 22,701 | $3.30M | 0.47% | −7,514−24.9% | Reduced |
| Studio Investment Management LLC | 22,771 | $3.31M | 0.93% | +480+2.2% | Added |
| Advisors Management Group Inc | 22,794 | $3.31M | 0.99% | +171+0.8% | Added |
| Northcape Wealth Management, LLC | 22,822 | $3.32M | 1.20% | −211−0.9% | Reduced |
| NCM Capital Management, LLC | 22,922 | $3.33M | 2.32% | +331+1.5% | Added |
| Archford Capital Strategies, LLC | 21,130 | $3.34M | 0.63% | +851+4.2% | Added |
| United Fire Group Inc | 23,000 | $3.35M | 2.58% | −17,000−42.5% | Reduced |
| Gables Capital Management Inc. | 23,012 | $3.35M | 2.19% | +175+0.8% | Added |