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 |
|---|---|---|---|---|---|
| Udine Wealth Management, Inc. | 38,922 | $5.66M | 5.38% | −420−1.1% | Reduced |
| Somerset Trust Co | 39,127 | $5.69M | 2.45% | −1,145−2.8% | Reduced |
| Consolidated Planning Corp | 39,168 | $5.69M | 1.20% | +3,656+10.3% | Added |
| RSM US Wealth Management LLC | 39,222 | $5.70M | 0.19% | +1,215+3.2% | Added |
| tru Independence LLC | 39,310 | $5.72M | 1.88% | +194+0.5% | Added |
| White Pine Investment CO | 39,369 | $5.73M | 1.97% | −157−0.4% | Reduced |
| Profund Advisors LLC | 39,387 | $5.73M | 0.31% | −1,248−3.1% | Reduced |
| Checchi Capital Advisers, LLC | 39,447 | $5.74M | 0.51% | +1,652+4.4% | Added |
| Legacy Financial Advisors, Inc. | 39,515 | $5.75M | 1.07% | +1,364+3.6% | Added |
| Van Eck Associates Corp | 39,548 | $5.75M | 0.01% | −2,216−5.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 39,579 | $5.76M | 2.17% | −55−0.1% | Reduced |
| Winton Group Ltd | 39,591 | $5.76M | 0.48% | +28,100+244.5% | Added |
| Ostrum Asset Management | 39,636 | $5.76M | 0.48% | −488−1.2% | Reduced |
| Fusion Capital, LLC | 39,700 | $5.77M | 3.23% | +742+1.9% | Added |
| Clarius Group, LLC | 39,708 | $5.78M | 0.45% | −380−0.9% | Reduced |
| BerganKDV Wealth Management, LLC | 39,777 | $5.79M | 0.58% | −887−2.2% | Reduced |
| Summit Trail Advisors, LLC | 39,795 | $5.79M | 0.22% | +10,048+33.8% | Added |
| Confluence Wealth Services, Inc. | 39,934 | $5.81M | 1.24% | −1,016−2.5% | Reduced |
| Schmidt P J Investment Management Inc | 37,075 | $5.81M | 1.16% | −167−0.4% | Reduced |
| LVW Advisors, LLC | 40,008 | $5.82M | 1.17% | −6,420−13.8% | Reduced |
| Bristlecone Advisors, LLC | 40,038 | $5.82M | 0.59% | −566−1.4% | Reduced |
| Van Strum & Towne Inc. | 40,050 | $5.82M | 2.41% | −90−0.2% | Reduced |
| Hohimer Wealth Management, LLC | 40,090 | $5.83M | 1.61% | −1,325−3.2% | Reduced |
| Kavar Capital Partners Group, LLC | 40,101 | $5.83M | 1.24% | +2,079+5.5% | Added |
| Parcion Private Wealth LLC | 40,145 | $5.84M | 0.59% | +671+1.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40,158 | $5.84M | 0.38% | +610+1.5% | Added |
| Chronos Wealth Management, LLC | 40,231 | $5.85M | 4.05% | +62+0.2% | Added |
| Opus Investment Management Inc | 40,350 | $5.87M | 2.11% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 40,465 | $5.89M | 3.30% | −23,258−36.5% | Reduced |
| Desjardins Global Asset Management Inc. | 40,566 | $5.90M | 0.68% | +7,317+22.0% | Added |
| Waldron Private Wealth LLC | 40,720 | $5.92M | 0.30% | −1,760−4.1% | Reduced |
| Parkwood LLC | 40,859 | $5.94M | 1.08% | −1,955−4.6% | Reduced |
| Unison Asset Management LLC | 40,987 | $5.96M | 3.98% | +759+1.9% | Added |
| RBF Capital, LLC | 41,000 | $5.96M | 0.37% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 41,140 | $5.98M | 1.28% | +41,140 | New |
| Traynor Capital Management, Inc. | 41,210 | $5.99M | 0.77% | −1,344−3.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 41,319 | $6.01M | 5.95% | +993+2.5% | Added |
| Argyle Capital Management Inc. | 41,327 | $6.01M | 2.17% | −1,550−3.6% | Reduced |
| Providence Capital Advisors, LLC | 41,461 | $6.03M | 1.53% | +54+0.1% | Added |
| City Holding Co | 41,469 | $6.03M | 1.04% | −932−2.2% | Reduced |
| Andra AP-fonden | 41,500 | $6.04M | 0.15% | −5,800−12.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 41,502 | $6.04M | 2.50% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 41,503 | $6.04M | 0.45% | −882−2.1% | Reduced |
| Citizens National Bank Trust Department | 41,523 | $6.04M | 1.60% | −3,990−8.8% | Reduced |
| Empire Financial Management Company, LLC | 41,619 | $6.05M | 2.41% | +66+0.2% | Added |
| Principal Street Partners, LLC | 41,658 | $6.06M | 1.44% | −1,832−4.2% | Reduced |
| Patton Albertson Miller Group, LLC | 41,667 | $6.06M | 1.17% | −299−0.7% | Reduced |
| Laidlaw Wealth Management LLC | 41,681 | $6.06M | 1.19% | +3,782+10.0% | Added |
| Howland Capital Management LLC | 41,682 | $6.06M | 0.35% | −656−1.5% | Reduced |
| Peloton Wealth Strategists | 41,733 | $6.07M | 2.69% | −128−0.3% | Reduced |
| First Nebraska Trust Co | 41,757 | $6.07M | 0.73% | +39+0.1% | Added |
| Quadrant Capital Group LLC | 41,769 | $6.07M | 0.60% | +338+0.8% | Added |
| Sage Mountain Advisors LLC | 41,929 | $6.10M | 0.87% | +561+1.4% | Added |
| Shepherd Financial Partners LLC | 41,944 | $6.10M | 0.95% | +1,065+2.6% | Added |
| Monticello Wealth Management, LLC | 41,952 | $6.10M | 0.63% | −104−0.2% | Reduced |
| Buck Wealth Strategies, LLC | 41,966 | $6.10M | 2.65% | +2,352+5.9% | Added |
| Berkshire Bank | 42,030 | $6.11M | 1.69% | −233−0.6% | Reduced |
| Hilton Capital Management, LLC | 42,067 | $6.12M | 0.73% | +42,067 | New |
| Strategic Advisors LLC | 42,194 | $6.14M | 1.17% | −1,909−4.3% | Reduced |
| John G Ullman & Associates Inc | 42,254 | $6.15M | 0.95% | −86−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 42,332 | $6.16M | 0.07% | −109,676−72.2% | Reduced |
| Sitrin Capital Management LLC | 42,344 | $6.16M | 3.46% | +6,124+16.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 42,358 | $6.16M | 1.65% | −223−0.5% | Reduced |
| Joel Isaacson & Co., LLC | 42,364 | $6.16M | 0.41% | +351+0.8% | Added |
| Harbour Investments, Inc. | 42,400 | $6.17M | 0.31% | +700+1.7% | Added |
| DCM Advisors, LLC | 42,424 | $6.17M | 2.64% | −29−0.1% | Reduced |
| DoubleLine ETF Adviser LP | 42,441 | $6.17M | 2.28% | +9,120+27.4% | Added |
| Concentric Wealth Management, LLC | 42,582 | $6.19M | 1.97% | −384−0.9% | Reduced |
| Canal Capital Management, LLC | 42,596 | $6.20M | 1.25% | −119−0.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 42,689 | $6.21M | 0.80% | +417+1.0% | Added |
| Beacon Financial Group | 43,334 | $6.21M | 0.84% | −738−1.7% | Reduced |
| Dana Investment Advisors, Inc. | 42,769 | $6.22M | 0.31% | −1,304−3.0% | Reduced |
| Hixon Zuercher, LLC | 43,015 | $6.26M | 3.15% | +1,055+2.5% | Added |
| Wealthcare Advisory Partners LLC | 43,122 | $6.27M | 0.28% | +150+0.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 43,179 | $6.28M | 1.72% | +1,095+2.6% | Added |
| Baker Tilly Wealth Management, LLC | 43,284 | $6.30M | 0.66% | −1,746−3.9% | Reduced |
| Alpha Omega Wealth Management LLC | 43,381 | $6.31M | 1.07% | −1,498−3.3% | Reduced |
| Brown Miller Wealth Management, LLC | 43,497 | $6.33M | 3.41% | +268+0.6% | Added |
| DFPG Investments, LLC | 41,066 | $6.33M | 0.57% | +6,491+18.8% | Added |
| Granite Investment Partners, LLC | 43,609 | $6.34M | 0.25% | −754−1.7% | Reduced |
| Flagship Harbor Advisors, LLC | 43,734 | $6.36M | 0.53% | +1,361+3.2% | Added |
| RPG Investment Advisory, LLC | 43,742 | $6.36M | 1.10% | −37,359−46.1% | Reduced |
| Peterson Wealth Services | 43,836 | $6.37M | 3.06% | +1,390+3.3% | Added |
| Magnus Financial Group LLC | 44,065 | $6.41M | 0.91% | +1,198+2.8% | Added |
| McDonald Partners LLC | 44,214 | $6.43M | 1.96% | +796+1.8% | Added |
| Boyd Watterson Asset Management LLC | 44,253 | $6.44M | 2.56% | +708+1.6% | Added |
| Souders Financial Advisors | 44,270 | $6.44M | 1.23% | −1,909−4.1% | Reduced |
| Buckingham Capital Management, Inc. | 44,277 | $6.44M | 0.96% | −453−1.0% | Reduced |
| Stevens Capital Management LP | 44,282 | $6.44M | 1.32% | +44,282 | New |
| Arkadios Wealth Advisors | 44,298 | $6.44M | 0.75% | +1,008+2.3% | Added |
| Dividend Assets Capital, LLC | 44,349 | $6.45M | 1.33% | +10,438+30.8% | Added |
| DT Investment Partners, LLC | 41,068 | $6.46M | 0.73% | +81+0.2% | Added |
| Selway Asset Management | 44,412 | $6.46M | 2.84% | −120−0.3% | Reduced |
| Intrust Bank NA | 44,428 | $6.46M | 0.78% | +227+0.5% | Added |
| Parthenon LLC | 44,519 | $6.47M | 0.94% | −1,175−2.6% | Reduced |
| Asset Planning Services Inc | 44,642 | $6.49M | 4.00% | −325−0.7% | Reduced |
| Pearl River Capital, LLC | 44,670 | $6.50M | 1.05% | +44,670 | New |
| Frisch Financial Group, Inc. | 44,700 | $6.50M | 3.12% | −6,587−12.8% | Reduced |
| Abbrea Capital, LLC | 44,700 | $6.50M | 1.00% | +1,542+3.6% | Added |
| Schechter Investment Advisors, LLC | 44,857 | $6.52M | 0.59% | +763+1.7% | Added |