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 |
|---|---|---|---|---|---|
| Scissortail Wealth Management, LLC | 27,999 | $4.32M | 3.54% | +656+2.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $4.32M | 1.55% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 29,814 | $4.34M | 0.80% | −5,378−15.3% | Reduced |
| RDA Financial Network | 29,839 | $4.34M | 1.83% | +4,180+16.3% | Added |
| Churchill Management Corp | 29,844 | $4.34M | 0.07% | +133+0.4% | Added |
| RFG Advisory, LLC | 29,897 | $4.35M | 0.19% | −549−1.8% | Reduced |
| Covenant Asset Management, LLC | 29,921 | $4.35M | 1.28% | +387+1.3% | Added |
| Butensky & Cohen Financial Security, Inc | 29,930 | $4.35M | 1.57% | −836−2.7% | Reduced |
| Independence Bank of Kentucky | 29,961 | $4.36M | 1.77% | +2,593+9.5% | Added |
| Allen Holding Inc | 30,000 | $4.36M | 0.59% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.36M | 0.89% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 30,050 | $4.37M | 0.48% | −375−1.2% | Reduced |
| Mission Wealth Management, LP | 30,118 | $4.38M | 0.17% | +4,138+15.9% | Added |
| Wealth Effects LLC | 30,169 | $4.39M | 1.93% | −599−1.9% | Reduced |
| Monetary Management Group Inc | 30,219 | $4.40M | 1.35% | −4,600−13.2% | Reduced |
| L2 Asset Management, LLC | 30,216 | $4.41M | 2.16% | +14,520+92.5% | Added |
| BOK Financial Private Wealth, Inc. | 30,302 | $4.41M | 0.36% | −4,086−11.9% | Reduced |
| Fairhaven Wealth Management, LLC | 30,303 | $4.41M | 1.68% | +30,303 | New |
| Beacon Harbor Wealth Advisors, Inc. | 30,322 | $4.41M | 1.44% | +30,322 | New |
| Monarch Capital Management Inc | 30,330 | $4.41M | 1.34% | −326−1.1% | Reduced |
| Hengehold Capital Management LLC | 30,487 | $4.43M | 0.59% | +32+0.1% | Added |
| Source Financial Advisors LLC | 30,536 | $4.44M | 1.46% | −5,695−15.7% | Reduced |
| WealthShield Partners, LLC | 30,578 | $4.45M | 0.67% | +1,260+4.3% | Added |
| Golden State Equity Partners | 30,784 | $4.48M | 1.26% | +5,564+22.1% | Added |
| Waratah Capital Advisors Ltd. | 30,821 | $4.48M | 0.23% | +18,084+142.0% | Added |
| Q Capital Solutions | 30,885 | $4.49M | 3.94% | +27,870+924.4% | Added |
| Change Path, LLC | 30,917 | $4.50M | 0.21% | −1,161−3.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 29,350 | $4.50M | 2.38% | +1,063+3.8% | Added |
| WS Portfolio Advisory, LLC | 30,991 | $4.51M | 1.04% | −14,825−32.4% | Reduced |
| MTM Investment Management, LLC | 31,048 | $4.52M | 2.20% | −55−0.2% | Reduced |
| Pegasus Asset Management, Inc. | 31,059 | $4.52M | 2.01% | +332+1.1% | Added |
| Valley National Advisers Inc | 31,102 | $4.53M | 0.76% | −598−1.9% | Reduced |
| EPG Wealth Management LLC | 31,135 | $4.53M | 1.34% | +20.0% | Added |
| Mill Creek Capital Advisors, LLC | 31,141 | $4.53M | 0.15% | −10,642−25.5% | Reduced |
| Ironvine Capital Partners, LLC | 31,163 | $4.53M | 0.55% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 31,169 | $4.53M | 0.67% | +521+1.7% | Added |
| Investors Asset Management of Georgia Inc | 31,194 | $4.54M | 2.34% | −19−0.1% | Reduced |
| Connable Office Inc | 31,255 | $4.55M | 0.62% | −3,188−9.3% | Reduced |
| Bedel Financial Consulting, Inc. | 31,290 | $4.55M | 0.95% | −32−0.1% | Reduced |
| Silvant Capital Management LLC | 31,340 | $4.56M | 0.26% | −110.0% | Reduced |
| Nikulski Financial, Inc. | 31,345 | $4.56M | 1.88% | +317+1.0% | Added |
| Exencial Wealth Advisors, LLC | 31,364 | $4.56M | 0.21% | +739+2.4% | Added |
| Chapin Davis, Inc. | 31,395 | $4.57M | 2.17% | +1,033+3.4% | Added |
| Atlas Wealth LLC | 29,732 | $4.57M | 0.84% | −53−0.2% | Reduced |
| Romano Brothers and Company | 31,553 | $4.59M | 0.68% | +331+1.1% | Added |
| Forte Capital LLC | 31,631 | $4.60M | 0.66% | +1,213+4.0% | Added |
| Strategic Financial Services, Inc, | 30,094 | $4.63M | 0.35% | −51−0.2% | Reduced |
| Westover Capital Advisors, LLC | 31,840 | $4.63M | 1.61% | +978+3.2% | Added |
| Nicholas Investment Partners, LP | 31,897 | $4.64M | 0.32% | +6,174+24.0% | Added |
| Hedeker Wealth, LLC | 31,915 | $4.64M | 1.55% | −7,875−19.8% | Reduced |
| Abbot Financial Management, Inc. | 31,953 | $4.65M | 2.98% | −648−2.0% | Reduced |
| Tradewinds, LLC. | 31,986 | $4.65M | 2.74% | +1,425+4.7% | Added |
| Headinvest, LLC | 30,145 | $4.66M | 1.00% | −805−2.6% | Reduced |
| Duff & Phelps Investment Management Co | 32,115 | $4.67M | 0.06% | +150+0.5% | Added |
| Washington Trust Advisors, Inc. | 32,123 | $4.67M | 0.45% | −837−2.5% | Reduced |
| Saber Capital Managment, LLC | 32,149 | $4.68M | 7.66% | −20−0.1% | Reduced |
| Wasatch Advisors Inc | 32,159 | $4.68M | 0.03% | −1,500−4.5% | Reduced |
| Insigneo Advisory Services, LLC | 32,165 | $4.68M | 0.90% | +15,913+97.9% | Added |
| Lincoln Capital LLC | 32,180 | $4.68M | 1.20% | −363−1.1% | Reduced |
| CAPROCK Group, Inc. | 32,244 | $4.69M | 0.34% | −3,128−8.8% | Reduced |
| Pinnacle Bancorp, Inc. | 32,303 | $4.70M | 1.61% | +272+0.8% | Added |
| Triasima Portfolio Management inc. | 24,408 | $4.70M | 0.30% | −637−2.5% | Reduced |
| Arete Wealth Advisors, LLC | 32,321 | $4.70M | 0.42% | −5,881−15.4% | Reduced |
| Alpha DNA Investment Management LLC | 32,415 | $4.71M | 2.67% | +1,995+6.6% | Added |
| Hamilton Point Investment Advisors, LLC | 32,428 | $4.72M | 1.13% | −836−2.5% | Reduced |
| E&G Advisors, LP | 32,527 | $4.73M | 1.65% | −500−1.5% | Reduced |
| FDx Advisors, Inc. | 32,607 | $4.74M | 0.26% | −20,980−39.2% | Reduced |
| Paradigm Financial Partners, LLC | 32,626 | $4.75M | 1.28% | −339−1.0% | Reduced |
| Bank of New Hampshire | 32,651 | $4.75M | 1.36% | −110−0.3% | Reduced |
| Greenline Partners, LLC | 32,655 | $4.75M | 0.89% | −232−0.7% | Reduced |
| Americana Partners, LLC | 32,683 | $4.75M | 0.61% | +2,969+10.0% | Added |
| Belpointe Asset Management LLC | 32,697 | $4.76M | 0.50% | −42,943−56.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 32,717 | $4.76M | 1.38% | −999−3.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,751 | $4.76M | 3.35% | −225−0.7% | Reduced |
| Bill Few Associates, Inc. | 32,788 | $4.77M | 2.46% | +91+0.3% | Added |
| Lake Street Financial LLC | 32,819 | $4.77M | 0.84% | −1,094−3.2% | Reduced |
| Qtron Investments LLC | 32,834 | $4.78M | 0.91% | +1,894+6.1% | Added |
| Ahl Investment Management, Inc. | 32,866 | $4.78M | 4.25% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 32,905 | $4.79M | 6.10% | −1,940−5.6% | Reduced |
| Herold Advisors, Inc. | 32,948 | $4.79M | 1.47% | +615+1.9% | Added |
| MSH Capital Advisors LLC | 32,986 | $4.80M | 1.76% | +14,585+79.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $4.80M | 1.33% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 33,082 | $4.81M | 0.84% | +5,326+19.2% | Added |
| IFG Advisory, LLC | 33,104 | $4.81M | 0.43% | +6,781+25.8% | Added |
| Family Management Corp | 33,105 | $4.81M | 1.05% | −524−1.6% | Reduced |
| McBroom & Associates, LLC | 33,167 | $4.82M | 3.81% | +1,688+5.4% | Added |
| Strategic Blueprint, LLC | 33,220 | $4.83M | 0.46% | +289+0.9% | Added |
| SageView Advisory Group, LLC | 33,262 | $4.84M | 0.27% | +2,804+9.2% | Added |
| Palmer Knight Co | 33,321 | $4.85M | 2.91% | +1,210+3.8% | Added |
| Globeflex Capital L P | 33,400 | $4.86M | 0.54% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 33,440 | $4.86M | 2.43% | +731+2.2% | Added |
| Coerente Capital Management | 33,467 | $4.87M | 1.05% | +290+0.9% | Added |
| Brighton Jones LLC | 33,495 | $4.87M | 0.25% | +1,689+5.3% | Added |
| SOL Capital Management CO | 33,732 | $4.91M | 0.74% | 00.0% | Unchanged |
| Univest Financial Corp | 33,737 | $4.91M | 1.48% | −212−0.6% | Reduced |
| Patten Group, Inc. | 33,801 | $4.92M | 1.39% | +757+2.3% | Added |
| AdvisorNet Financial, Inc | 33,830 | $4.92M | 0.42% | −42−0.1% | Reduced |
| Centre Asset Management, LLC | 33,847 | $4.92M | 1.09% | +896+2.7% | Added |
| Kovack Advisors, Inc. | 33,852 | $4.92M | 0.63% | +8,700+34.6% | Added |
| Focus Financial Network, Inc. | 33,856 | $4.92M | 0.27% | −1,416−4.0% | Reduced |