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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 26,195 | $3.81M | 1.50% | +4,165+18.9% | Added |
| Rehmann Capital Advisory Group | 26,279 | $3.82M | 0.34% | +1,702+6.9% | Added |
| Cohen Lawrence B | 26,282 | $3.82M | 2.45% | −4,365−14.2% | Reduced |
| CFM Wealth Partners LLC | 26,293 | $3.82M | 0.93% | −103−0.4% | Reduced |
| Atlas Brown,Inc. | 26,306 | $3.83M | 1.68% | +90.0% | Added |
| Long Run Wealth Advisors, LLC | 26,380 | $3.84M | 1.22% | −2,731−9.4% | Reduced |
| Marks Group Wealth Management, Inc | 26,395 | $3.84M | 0.46% | −3,234−10.9% | Reduced |
| Aspiriant, LLC | 26,446 | $3.85M | 0.19% | +180+0.7% | Added |
| Financial Advisory Service, Inc. | 26,513 | $3.86M | 0.49% | +2,080+8.5% | Added |
| K.J. Harrison & Partners Inc | 26,623 | $3.86M | 0.70% | −908−3.3% | Reduced |
| Centaurus Financial, Inc. | 26,535 | $3.86M | 0.34% | −12,566−32.1% | Reduced |
| Alta Capital Management LLC | 26,547 | $3.86M | 0.27% | −190−0.7% | Reduced |
| Citizens & Northern Corp | 26,570 | $3.86M | 1.46% | −3,957−13.0% | Reduced |
| Second Half Financial Partners, LLC | 26,584 | $3.87M | 0.88% | +23,748+837.4% | Added |
| Evoke Wealth, LLC | 26,624 | $3.87M | 0.13% | +1,858+7.5% | Added |
| Montchanin Asset Management, LLC | 26,667 | $3.88M | 4.42% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 26,721 | $3.89M | 0.90% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 26,789 | $3.90M | 0.36% | +931+3.6% | Added |
| Valmark Advisers, Inc. | 26,792 | $3.90M | 0.08% | −719−2.6% | Reduced |
| Little House Capital LLC | 26,835 | $3.90M | 1.66% | +914+3.5% | Added |
| Calamos Wealth Management LLC | 26,846 | $3.90M | 0.29% | +633+2.4% | Added |
| Smithfield Trust Co | 26,939 | $3.91M | 0.24% | −504−1.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 26,958 | $3.92M | 1.29% | −467−1.7% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 27,000 | $3.93M | 0.44% | +27,000 | New |
| Brandywine Oak Private Wealth LLC | 27,057 | $3.94M | 0.44% | −1,715−6.0% | Reduced |
| Proequities, Inc. | 27,100 | $3.94M | 0.30% | +717+2.7% | Added |
| Atlas Private Wealth Management | 27,106 | $3.94M | 2.08% | +2,834+11.7% | Added |
| Emfo, LLC | 27,113 | $3.94M | 3.58% | −125−0.5% | Reduced |
| NorthRock Partners, LLC | 27,186 | $3.95M | 0.43% | −1,531−5.3% | Reduced |
| BFSG, LLC | 27,192 | $3.96M | 0.67% | +342+1.3% | Added |
| Blume Capital Management, Inc. | 27,220 | $3.96M | 1.17% | +258+1.0% | Added |
| Sustainable Insight Capital Management, LLC | 27,248 | $3.96M | 3.67% | +23,424+612.6% | Added |
| Altrius Capital Management Inc | 27,260 | $3.96M | 1.17% | +101+0.4% | Added |
| Leith Wheeler Investment Counsel Ltd. | 27,284 | $3.97M | 0.52% | −18,732−40.7% | Reduced |
| Signature Wealth Management Group | 27,337 | $3.98M | 1.85% | −148−0.5% | Reduced |
| StoneX Group Inc. | 27,345 | $3.98M | 0.41% | −1,252−4.4% | Reduced |
| Hayek Kallen Investment Management | 27,372 | $3.98M | 1.69% | −101−0.4% | Reduced |
| Hudson Capital Management LLC | 27,416 | $3.99M | 1.53% | +503+1.9% | Added |
| EverSource Wealth Advisors, LLC | 27,504 | $4.00M | 0.44% | +2,337+9.3% | Added |
| Malaga Cove Capital, LLC | 27,517 | $4.00M | 1.85% | −78−0.3% | Reduced |
| IMA Wealth, Inc. | 27,524 | $4.00M | 1.03% | −17−0.1% | Reduced |
| Goodwin Daniel L | 27,550 | $4.01M | 1.91% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 27,554 | $4.01M | 0.27% | −325−1.2% | Reduced |
| Koshinski Asset Management, Inc. | 27,560 | $4.01M | 0.43% | −5,165−15.8% | Reduced |
| Icon Advisers Inc | 27,587 | $4.01M | 1.02% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 27,595 | $4.01M | 1.46% | +262+1.0% | Added |
| PDT Partners, LLC | 27,650 | $4.02M | 0.55% | −7,500−21.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 27,667 | $4.02M | 3.32% | −25,778−48.2% | Reduced |
| Doliver Advisors, LP | 27,674 | $4.02M | 1.23% | −260−0.9% | Reduced |
| Consolidated Investment Group LLC | 27,692 | $4.03M | 0.72% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 27,727 | $4.03M | 0.28% | −1,883−6.4% | Reduced |
| Act Two Investors LLC | 27,773 | $4.04M | 1.13% | +147+0.5% | Added |
| Sunbelt Securities, Inc. | 27,798 | $4.04M | 0.58% | −289−1.0% | Reduced |
| Montecito Bank & Trust | 27,873 | $4.05M | 0.92% | −321−1.1% | Reduced |
| Clarity Wealth Advisors, LLC | 27,887 | $4.06M | 1.82% | +1,409+5.3% | Added |
| J. W. Coons Advisors, LLC | 27,891 | $4.06M | 1.11% | −400−1.4% | Reduced |
| Delta Capital Management LLC | 27,930 | $4.06M | 2.79% | −250−0.9% | Reduced |
| SkyOak Wealth, LLC | 27,948 | $4.06M | 1.15% | +651+2.4% | Added |
| Marino, Stram & Associates LLC | 27,969 | $4.07M | 1.15% | +89+0.3% | Added |
| Monetta Financial Services Inc | 28,000 | $4.07M | 3.98% | −2,000−6.7% | Reduced |
| Interval Partners, LP | 28,000 | $4.07M | 0.20% | +2,684+10.6% | Added |
| Enterprise Bank & Trust Co | 28,067 | $4.08M | 1.56% | +702+2.6% | Added |
| Pitcairn Co | 28,100 | $4.09M | 0.34% | −657−2.3% | Reduced |
| TriaGen Wealth Management LLC | 28,251 | $4.11M | 1.88% | +23,553+501.3% | Added |
| Athena Investment Management | 28,303 | $4.12M | 2.83% | −98−0.3% | Reduced |
| Bank Ozk | 28,361 | $4.12M | 1.96% | −2,686−8.7% | Reduced |
| Atlantic Trust, LLC | 31,128 | $4.13M | 1.33% | +34+0.1% | Added |
| StrategIQ Financial Group, LLC | 28,436 | $4.14M | 0.47% | +363+1.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 28,442 | $4.14M | 1.18% | −3,374−10.6% | Reduced |
| First Business Financial Services, Inc. | 28,467 | $4.14M | 0.51% | +179+0.6% | Added |
| DRW Securities, LLC | 28,469 | $4.14M | 0.32% | −16,848−37.2% | Reduced |
| Hall Capital Management Co Inc | 28,558 | $4.15M | 2.35% | +681+2.4% | Added |
| Piscataqua Savings Bank | 28,586 | $4.16M | 3.40% | −20−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 28,623 | $4.16M | 0.54% | +1,603+5.9% | Added |
| Virginia Wealth Management Group, Inc. | 28,632 | $4.16M | 2.86% | −425−1.5% | Reduced |
| GFS Advisors, LLC | 28,700 | $4.17M | 0.93% | 00.0% | Unchanged |
| Congress Park Capital LLC | 28,767 | $4.18M | 2.34% | −1,411−4.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $4.18M | 0.30% | −40,063−57.9% | Reduced |
| Richard Bernstein Advisors LLC | 28,786 | $4.19M | 0.09% | −48,994−63.0% | Reduced |
| Crystal Rock Capital Management | 28,843 | $4.19M | 3.10% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 28,867 | $4.20M | 1.38% | +355+1.2% | Added |
| Lake Street Advisors Group, LLC | 28,884 | $4.20M | 0.23% | −677−2.3% | Reduced |
| Zevenbergen Capital Investments LLC | 28,953 | $4.21M | 0.10% | +80+0.3% | Added |
| MV Capital Management, Inc. | 29,000 | $4.22M | 0.56% | −1,614−5.3% | Reduced |
| Shelter Mutual Insurance Co | 29,000 | $4.22M | 1.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 29,046 | $4.22M | 1.93% | +210+0.7% | Added |
| DF Dent & Co Inc | 29,197 | $4.25M | 0.06% | −7,730−20.9% | Reduced |
| Moloney Securities Asset Management, LLC | 29,197 | $4.25M | 0.75% | +292+1.0% | Added |
| West Branch Capital LLC | 29,287 | $4.26M | 2.13% | +282+1.0% | Added |
| McKinley Carter Wealth Services, Inc. | 29,293 | $4.26M | 0.32% | +880+3.1% | Added |
| Lauterbach Financial Advisors, LLC | 29,325 | $4.27M | 3.26% | +40.0% | Added |
| Triangle Securities Wealth Management | 29,334 | $4.27M | 1.47% | −384−1.3% | Reduced |
| Brookmont Capital Management | 29,511 | $4.29M | 2.59% | −30.0% | Reduced |
| Anchor Investment Management, LLC | 29,513 | $4.29M | 0.55% | +939+3.3% | Added |
| Amarillo National Bank | 29,514 | $4.29M | 0.83% | −31−0.1% | Reduced |
| Buckhead Capital Management LLC | 29,639 | $4.31M | 1.03% | −4,259−12.6% | Reduced |
| Good Life Advisors, LLC | 29,656 | $4.31M | 0.49% | +186+0.6% | Added |
| 9258 Wealth Management, LLC | 29,658 | $4.31M | 0.81% | +728+2.5% | Added |
| Hudock, Inc. | 29,658 | $4.31M | 1.02% | −80.0% | Reduced |
| Csenge Advisory Group | 29,684 | $4.32M | 0.29% | +694+2.4% | Added |