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 |
|---|---|---|---|---|---|
| Cary Street Partners Asset Management LLC | 33,872 | $4.93M | 0.92% | +51+0.2% | Added |
| Family Legacy, Inc. | 33,940 | $4.94M | 1.99% | −40.0% | Reduced |
| NTV Asset Management LLC | 33,977 | $4.94M | 0.86% | +1,000+3.0% | Added |
| Hilltop Holdings Inc. | 34,079 | $4.96M | 0.61% | +1,439+4.4% | Added |
| Hollencrest Capital Management | 34,094 | $4.96M | 0.51% | +6,250+22.4% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 34,095 | $4.96M | 0.26% | +1,069+3.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 34,186 | $4.97M | 0.02% | −111,620−76.6% | Reduced |
| Augustine Asset Management Inc | 34,191 | $4.97M | 2.30% | −44−0.1% | Reduced |
| Trust Asset Management LLC | 34,191 | $4.97M | 0.52% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 34,190 | $4.97M | 0.24% | −2,510−6.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 34,212 | $4.98M | 0.36% | +5,566+19.4% | Added |
| Sandhill Capital Partners LLC | 34,238 | $4.98M | 0.45% | −3,341−8.9% | Reduced |
| Capital Insight Partners, LLC | 34,272 | $4.98M | 1.12% | −726−2.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,294 | $4.99M | 3.68% | −75−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 34,310 | $4.99M | 0.36% | −1,238−3.5% | Reduced |
| SYSTM Wealth Solutions LLC | 34,330 | $4.99M | 0.68% | +5,559+19.3% | Added |
| Arden Trust Co | 34,356 | $5.00M | 0.82% | −5,186−13.1% | Reduced |
| Sentinel Trust Co Lba | 34,360 | $5.00M | 0.68% | −30.0% | Reduced |
| AFS Financial Group, LLC | 34,374 | $5.00M | 3.24% | +253+0.7% | Added |
| Mach-1 Financial Group, Inc. | 34,434 | $5.01M | 2.01% | +30,832+856.0% | Added |
| Brick & Kyle, Associates | 34,695 | $5.02M | 2.69% | −40.0% | Reduced |
| Green Square Capital Advisors LLC | 34,610 | $5.03M | 0.63% | +1,150+3.4% | Added |
| V Wealth Advisors LLC | 34,709 | $5.05M | 0.86% | +115+0.3% | Added |
| Laffer Tengler Investments | 34,724 | $5.05M | 1.34% | −33−0.1% | Reduced |
| TFG Advisers LLC | 34,756 | $5.05M | 2.30% | +496+1.4% | Added |
| Summit Financial, LLC | 34,789 | $5.06M | 0.37% | +6,557+23.2% | Added |
| Cottage Street Advisors LLC | 34,821 | $5.06M | 3.68% | +110.0% | Added |
| Van Hulzen Asset Management, LLC | 34,900 | $5.08M | 0.43% | −13,059−27.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,039 | $5.10M | 0.30% | −12,651−26.5% | Reduced |
| apricus wealth, LLC | 33,233 | $5.10M | 4.48% | −1,245−3.6% | Reduced |
| Essex LLC | 35,184 | $5.12M | 1.43% | −517−1.4% | Reduced |
| MidWestOne Financial Group, Inc. | 35,242 | $5.13M | 1.11% | −358−1.0% | Reduced |
| Weil Company, Inc. | 35,273 | $5.13M | 2.28% | −1,318−3.6% | Reduced |
| Gifford Fong Associates | 35,296 | $5.13M | 1.20% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 35,301 | $5.13M | 2.35% | +373+1.1% | Added |
| Chicago Trust Co NA | 35,348 | $5.14M | 1.23% | −215−0.6% | Reduced |
| Marcum Wealth, LLC | 35,361 | $5.14M | 0.60% | +730+2.1% | Added |
| Cigna Investments Inc | 35,472 | $5.16M | 0.96% | −170.0% | Reduced |
| Comerica Securities,inc. | 35,554 | $5.17M | 0.36% | −1,211−3.3% | Reduced |
| Legacy Trust | 35,589 | $5.18M | 1.43% | −1,378−3.7% | Reduced |
| Eudaimonia Partners, LLC | 35,642 | $5.18M | 1.17% | +1,581+4.6% | Added |
| Security National Bank | 35,654 | $5.19M | 1.32% | −648−1.8% | Reduced |
| Johnson Financial Group, Inc. | 35,719 | $5.19M | 0.36% | +3,564+11.1% | Added |
| Optimas Capital Ltd | 35,800 | $5.21M | 6.02% | +35,800 | New |
| Lindbrook Capital, LLC | 35,824 | $5.21M | 0.55% | +3,897+12.2% | Added |
| SPC Financial, Inc. | 35,834 | $5.21M | 0.56% | −64−0.2% | Reduced |
| Close Asset Management Ltd | 35,880 | $5.22M | 0.24% | +3,095+9.4% | Added |
| R.m.sincerbeaux Capital Management LLC | 35,890 | $5.22M | 3.57% | −2,000−5.3% | Reduced |
| EULAV Asset Management | 36,000 | $5.24M | 0.20% | −3,000−7.7% | Reduced |
| Redwood Investments, LLC | 36,042 | $5.24M | 0.64% | −1,073−2.9% | Reduced |
| Paradigm Asset Management Co LLC | 36,091 | $5.25M | 1.41% | −7,900−18.0% | Reduced |
| Bridgewater Advisors Inc. | 36,113 | $5.25M | 1.05% | +107+0.3% | Added |
| Varma Mutual Pension Insurance Co | 36,125 | $5.25M | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 36,245 | $5.27M | 0.09% | +2,996+9.0% | Added |
| Hallmark Capital Management Inc | 36,282 | $5.28M | 0.47% | −3,124−7.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 36,456 | $5.30M | 0.56% | +1,593+4.6% | Added |
| Founders Capital Management | 36,608 | $5.32M | 3.87% | −1,158−3.1% | Reduced |
| Systematic Alpha Investments, LLC | 36,804 | $5.35M | 0.26% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 36,806 | $5.35M | 3.22% | +556+1.5% | Added |
| Blue Fin Capital, Inc. | 36,834 | $5.36M | 1.53% | +12,138+49.1% | Added |
| Bowen Hanes & Co Inc | 36,944 | $5.37M | 0.17% | +807+2.2% | Added |
| IFP Advisors, Inc | 63,703 | $5.38M | 0.27% | −30,356−32.3% | Reduced |
| Cordatus Wealth Management LLC | 36,971 | $5.38M | 2.02% | +11,930+47.6% | Added |
| Mechanics Bank Trust Department | 37,055 | $5.39M | 0.86% | −119−0.3% | Reduced |
| PDS Planning, Inc | 37,137 | $5.40M | 0.69% | +1,467+4.1% | Added |
| Unigestion Holding SA | 37,706 | $5.41M | 0.31% | −1,138−2.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 37,233 | $5.42M | 0.49% | +232+0.6% | Added |
| Nelson Capital Management, LLC | 37,269 | $5.42M | 1.40% | −1,214−3.2% | Reduced |
| Boston Research & Management Inc | 37,302 | $5.42M | 1.54% | +311+0.8% | Added |
| First Personal Financial Services | 37,354 | $5.43M | 1.35% | −142−0.4% | Reduced |
| Chemistry Wealth Management LLC | 37,365 | $5.43M | 1.77% | +1,600+4.5% | Added |
| MSD Partners, L.P. | 37,500 | $5.45M | 0.50% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 37,500 | $5.45M | 2.40% | −649−1.7% | Reduced |
| Horan Capital Advisors, LLC. | 37,520 | $5.46M | 2.13% | +140+0.4% | Added |
| Allen Capital Group, LLC | 37,606 | $5.47M | 0.98% | −20−0.1% | Reduced |
| New Hampshire Trust | 37,617 | $5.47M | 1.42% | +23+0.1% | Added |
| Excalibur Management Corp | 37,705 | $5.48M | 2.79% | −34−0.1% | Reduced |
| Capital Asset Advisory Services LLC | 36,642 | $5.49M | 0.38% | +708+2.0% | Added |
| Capital Markets Trading UK LLP | 37,759 | $5.49M | 4.02% | +37,759 | New |
| Stone Point Wealth LLC | 37,943 | $5.52M | 2.29% | −163−0.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 38,044 | $5.53M | 1.02% | +2,467+6.9% | Added |
| Philadelphia Trust Co | 38,062 | $5.54M | 0.52% | −3,330−8.0% | Reduced |
| Claro Advisors LLC | 38,076 | $5.54M | 1.38% | +26+0.1% | Added |
| Werlinich Asset Management, LLC | 38,210 | $5.56M | 4.46% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 38,274 | $5.57M | 0.12% | +17,969+88.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 38,286 | $5.57M | 0.69% | +252+0.7% | Added |
| Advanced Asset Management Advisors Inc | 38,299 | $5.57M | 1.29% | +10.0% | Added |
| Exchange Capital Management, Inc. | 38,302 | $5.57M | 1.03% | +1,803+4.9% | Added |
| SeaCrest Wealth Management, LLC | 38,334 | $5.58M | 0.70% | +4,991+15.0% | Added |
| Ami Investment Management Inc | 38,337 | $5.58M | 2.47% | −6,431−14.4% | Reduced |
| TRUE Private Wealth Advisors | 38,385 | $5.58M | 0.82% | +354+0.9% | Added |
| Westpac Banking Corp | 38,385 | $5.58M | 0.39% | −306,514−88.9% | Reduced |
| Bogart Wealth, LLC | 38,472 | $5.60M | 0.35% | +1,247+3.3% | Added |
| CBOE Vest Financial, LLC | 38,636 | $5.62M | 0.52% | +27,909+260.2% | Added |
| Harbor Advisory Corp | 38,699 | $5.63M | 1.99% | −80−0.2% | Reduced |
| Colonial Trust Co | 38,732 | $5.63M | 1.35% | +647+1.7% | Added |
| Ameritas Investment Partners, Inc. | 38,740 | $5.63M | 0.21% | −1,014−2.6% | Reduced |
| Claar Advisors LLC | 38,800 | $5.64M | 2.14% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 38,806 | $5.64M | 1.86% | −2,618−6.3% | Reduced |
| Townsend Asset Management Corp | 38,855 | $5.65M | 2.71% | +329+0.9% | Added |