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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 23,020 | $3.35M | 2.14% | +90+0.4% | Added |
| WCG Wealth Advisors LLC | 23,143 | $3.35M | 0.39% | −95−0.4% | Reduced |
| Wunderlich Capital Managemnt | 23,076 | $3.36M | 1.65% | −44−0.2% | Reduced |
| Advocate Group LLC | 23,106 | $3.36M | 0.74% | +15,843+218.1% | Added |
| Altfest L J & Co Inc | 23,170 | $3.37M | 0.51% | −633−2.7% | Reduced |
| Delta Financial Group, Inc. | 23,197 | $3.37M | 3.96% | +1,707+7.9% | Added |
| FLC Capital Advisors | 23,202 | $3.37M | 0.99% | −102−0.4% | Reduced |
| SWS Partners | 23,253 | $3.38M | 1.22% | −1,379−5.6% | Reduced |
| Ameritas Advisory Services, LLC | 23,453 | $3.39M | 0.44% | −11,343−32.6% | Reduced |
| River & Mercantile Asset Management LLP | 23,340 | $3.39M | 0.67% | −310−1.3% | Reduced |
| Midwest Professional Planners, LTD. | 23,346 | $3.40M | 1.49% | +2,080+9.8% | Added |
| Pavion Blue Capital, LLC | 23,359 | $3.40M | 1.98% | −60−0.3% | Reduced |
| Tiedemann Advisors, LLC | 23,440 | $3.41M | 0.14% | +238+1.0% | Added |
| RB Capital Management, LLC | 23,495 | $3.42M | 1.05% | +171+0.7% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 23,500 | $3.42M | 0.18% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 23,510 | $3.42M | 1.14% | −345−1.4% | Reduced |
| Guardian Wealth Advisors, LLC | 23,541 | $3.42M | 0.59% | +816+3.6% | Added |
| Quadrant Private Wealth Management, LLC | 23,546 | $3.42M | 0.99% | +79+0.3% | Added |
| RMR Wealth Builders | 23,563 | $3.43M | 0.58% | −1,315−5.3% | Reduced |
| Red Cedar Investment Management, LLC | 23,614 | $3.43M | 0.52% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 23,640 | $3.44M | 2.27% | +149+0.6% | Added |
| Essex Savings Bank | 23,664 | $3.44M | 1.15% | +1,086+4.8% | Added |
| Dudley Capital Management, LLC | 23,689 | $3.45M | 2.32% | −320−1.3% | Reduced |
| Sheets Smith Wealth Management | 23,749 | $3.45M | 0.50% | −6,060−20.3% | Reduced |
| Nichols & Pratt Advisers LLP | 23,793 | $3.46M | 0.25% | +627+2.7% | Added |
| Rowland & Co Investment Counsel | 23,837 | $3.47M | 0.82% | +1,751+7.9% | Added |
| Curbstone Financial Management Corp | 23,870 | $3.47M | 0.83% | −328−1.4% | Reduced |
| Sargent Investment Group, LLC | 23,870 | $3.47M | 0.84% | +2,105+9.7% | Added |
| Octavia Wealth Advisors, LLC | 23,901 | $3.48M | 0.71% | +1,031+4.5% | Added |
| KCS Wealth Advisory | 23,975 | $3.49M | 1.21% | +520+2.2% | Added |
| Grove Bank & Trust | 24,021 | $3.49M | 0.71% | −179−0.7% | Reduced |
| Connolly Sarah T. | 24,080 | $3.50M | 2.12% | −912−3.6% | Reduced |
| GQG Partners LLC | 24,140 | $3.51M | 0.01% | +24,140 | New |
| Ironwood Investment Counsel, LLC | 24,144 | $3.51M | 0.79% | +885+3.8% | Added |
| Harbor Advisors LLC | 24,148 | $3.51M | 0.75% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 24,197 | $3.52M | 0.15% | −15,682−39.3% | Reduced |
| Financial Advocates Investment Management | 24,219 | $3.52M | 0.26% | +272+1.1% | Added |
| Sweeney & Michel, LLC | 22,605 | $3.52M | 1.81% | −319−1.4% | Reduced |
| Winch Advisory Services, LLC | 24,249 | $3.53M | 1.27% | +291+1.2% | Added |
| Slagle Financial, LLC | 24,314 | $3.54M | 2.20% | +24,314 | New |
| Mattern Wealth Management LLC | 24,397 | $3.55M | 1.04% | +3,175+15.0% | Added |
| Addison Capital Co | 24,454 | $3.56M | 2.54% | −94−0.4% | Reduced |
| Wealthsource Partners, LLC | 24,461 | $3.56M | 0.23% | +672+2.8% | Added |
| Newman Dignan & Sheerar, Inc. | 24,468 | $3.56M | 1.10% | −301−1.2% | Reduced |
| Mystic Asset Management, Inc. | 24,476 | $3.56M | 1.91% | −220−0.9% | Reduced |
| Trustco Bank Corp N Y | 24,544 | $3.57M | 3.84% | −2,000−7.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,567 | $3.57M | 2.31% | −249−1.0% | Reduced |
| Argus Investors' Counsel, Inc. | 24,570 | $3.57M | 2.48% | +306+1.3% | Added |
| Roanoke Asset Management Corp | 24,598 | $3.58M | 1.42% | +80.0% | Added |
| Gradient Capital Advisors, LLC | 24,641 | $3.58M | 1.44% | −168−0.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 34,782 | $3.59M | 0.77% | +24,661+243.7% | Added |
| HCR Wealth Advisors | 24,674 | $3.59M | 0.66% | +2,134+9.5% | Added |
| Grandfield & Dodd, LLC | 24,686 | $3.59M | 0.25% | −9,768−28.4% | Reduced |
| S&CO Inc | 24,799 | $3.61M | 0.29% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 24,859 | $3.62M | 0.32% | +3,075+14.1% | Added |
| High Note Wealth, LLC | 24,883 | $3.62M | 1.47% | −1,263−4.8% | Reduced |
| Continuum Advisory, LLC | 51,285 | $3.62M | 0.58% | +298+0.6% | Added |
| Wedmont Private Capital | 24,202 | $3.62M | 0.39% | +5,075+26.5% | Added |
| Mathes Company, Inc. | 24,941 | $3.63M | 1.59% | +24,941 | New |
| SeaBridge Investment Advisors LLC | 24,980 | $3.63M | 1.19% | +205+0.8% | Added |
| Fifth Third Wealth Advisors LLC | 24,991 | $3.63M | 2.34% | +14,447+137.0% | Added |
| Eos Management, L.P. | 25,000 | $3.64M | 1.69% | 00.0% | Unchanged |
| Crestline Management, LP | 25,000 | $3.64M | 0.40% | +25,000 | New |
| Nicolet Bankshares Inc | 32,719 | $3.65M | 1.04% | +6,428+24.4% | Added |
| Papp L Roy & Associates | 25,165 | $3.66M | 0.47% | +270+1.1% | Added |
| Modus Advisors, LLC | 25,166 | $3.66M | 1.57% | +639+2.6% | Added |
| Proquility Private Wealth Partners, LLC | 25,182 | $3.66M | 1.43% | −162−0.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 25,185 | $3.66M | 2.14% | +132+0.5% | Added |
| Platform Technology Partners | 24,856 | $3.66M | 1.72% | −430−1.7% | Reduced |
| Account Management LLC | 25,240 | $3.67M | 4.92% | −2,550−9.2% | Reduced |
| Ronald Blue Trust, Inc. | 28,197 | $3.67M | 0.06% | −9,170−24.5% | Reduced |
| TCG Advisory Services, LLC | 25,274 | $3.68M | 0.63% | +2,175+9.4% | Added |
| Accurate Wealth Management, LLC | 24,577 | $3.68M | 1.15% | +1,709+7.5% | Added |
| Vise Technologies, Inc. | 25,306 | $3.68M | 0.89% | +1,235+5.1% | Added |
| Liberty Capital Management, Inc. | 25,358 | $3.69M | 1.11% | +234+0.9% | Added |
| Financial Advisory Partners, LLC | 25,421 | $3.70M | 1.42% | +994+4.1% | Added |
| Mechanics Financial Corp | 25,438 | $3.70M | 2.01% | −320−1.2% | Reduced |
| LJI Wealth Management, LLC | 301,048 | $3.70M | 1.08% | +275,655+1,085.6% | Added |
| Legacy CG, LLC | 25,459 | $3.70M | 1.81% | +25,459 | New |
| Vaughan Nelson Investment Management, L.P. | 25,480 | $3.71M | 0.04% | −2,185−7.9% | Reduced |
| Pentwater Capital Management LP | 25,500 | $3.71M | 0.05% | −30,000−54.1% | Reduced |
| Mount Vernon Associates Inc | 25,502 | $3.71M | 3.94% | −50−0.2% | Reduced |
| Adirondack Trust Co | 23,537 | $3.72M | 1.74% | +90.0% | Added |
| Union Heritage Capital, LLC | 25,600 | $3.72M | 2.02% | +3,000+13.3% | Added |
| Sterling Investment Advisors, Ltd. | 25,682 | $3.74M | 1.24% | +109+0.4% | Added |
| Uncommon Cents Investing LLC | 25,715 | $3.74M | 1.32% | +465+1.8% | Added |
| Manhattan West Asset Management, LLC | 25,730 | $3.74M | 1.40% | +4,612+21.8% | Added |
| Lee Danner & Bass Inc | 25,755 | $3.75M | 0.32% | −567−2.2% | Reduced |
| Am Investment Strategies LLC | 25,755 | $3.75M | 1.17% | +82+0.3% | Added |
| AIA Group Ltd | 25,822 | $3.76M | 0.18% | +9,058+54.0% | Added |
| Lincoln Capital Corp | 25,844 | $3.76M | 1.93% | −632−2.4% | Reduced |
| Affinity Investment Advisors, LLC | 25,847 | $3.76M | 2.18% | −3,094−10.7% | Reduced |
| Scott & Selber, Inc. | 25,869 | $3.76M | 1.47% | −94−0.4% | Reduced |
| Shoker Investment Counsel, Inc. | 25,942 | $3.77M | 1.58% | +211+0.8% | Added |
| Capital Investment Advisory Services, LLC | 25,954 | $3.77M | 0.37% | −713−2.7% | Reduced |
| TrinityPoint Wealth, LLC | 25,974 | $3.78M | 0.74% | +1,517+6.2% | Added |
| United Bank | 26,021 | $3.78M | 2.15% | −2,258−8.0% | Reduced |
| GM Advisory Group, Inc. | 26,046 | $3.79M | 0.31% | +3,101+13.5% | Added |
| KLCM Advisors, Inc. | 26,064 | $3.79M | 0.74% | +634+2.5% | Added |
| Indiana Trust & Investment Management CO | 26,100 | $3.80M | 1.94% | +2,496+10.6% | Added |