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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 45,031 | $6.55M | 1.72% | −73−0.2% | Reduced |
| Hodges Capital Management Inc. | 37,081 | $6.55M | 0.38% | +1,006+2.8% | Added |
| Arjuna Capital | 45,087 | $6.56M | 2.32% | +604+1.4% | Added |
| McRae Capital Management Inc | 45,210 | $6.58M | 1.87% | −227−0.5% | Reduced |
| Duncker Streett & Co Inc | 45,216 | $6.58M | 1.47% | −308−0.7% | Reduced |
| Institutional & Family Asset Management, LLC | 45,219 | $6.58M | 1.07% | −5,227−10.4% | Reduced |
| Stokes Capital Advisors, LLC | 45,495 | $6.62M | 2.23% | +37+0.1% | Added |
| QV Investors Inc. | 45,660 | $6.64M | 0.60% | −2,220−4.6% | Reduced |
| Cornerstone Wealth Group, LLC | 45,883 | $6.67M | 1.21% | −46−0.1% | Reduced |
| Ossiam | 45,897 | $6.68M | 0.12% | −326,695−87.7% | Reduced |
| RiverFront Investment Group, LLC | 45,960 | $6.68M | 0.22% | +44,115+2,391.1% | Added |
| WESPAC Advisors SoCal, LLC | 46,042 | $6.70M | 2.29% | +211+0.5% | Added |
| Davy Global Fund Management Ltd | 46,051 | $6.70M | 1.27% | +747+1.6% | Added |
| SevenBridge Financial Group, LLC | 46,053 | $6.70M | 1.73% | −337−0.7% | Reduced |
| Cutler Group LP | 46,068 | $6.70M | 1.58% | −8,790−16.0% | Reduced |
| Kinneret Advisory, LLC | 46,094 | $6.70M | 0.79% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 46,120 | $6.71M | 0.90% | −1,550−3.3% | Reduced |
| Concorde Financial Corp | 46,186 | $6.72M | 4.40% | −577−1.2% | Reduced |
| BDO Wealth Advisors, LLC | 46,224 | $6.72M | 0.77% | +292+0.6% | Added |
| Harvey Capital Management Inc | 46,242 | $6.73M | 2.47% | −10,410−18.4% | Reduced |
| Avantax Planning Partners, Inc. | 46,298 | $6.73M | 0.27% | +1,164+2.6% | Added |
| Jacobi Capital Management LLC | 46,548 | $6.77M | 0.76% | +714+1.6% | Added |
| Premier Fund Managers Ltd | 47,192 | $6.77M | 0.27% | +4,055+9.4% | Added |
| Baader Bank INC | 46,633 | $6.77M | 0.59% | +17,697+61.2% | Added |
| Wittenberg Investment Management, Inc. | 46,615 | $6.78M | 2.45% | −1,342−2.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 50,560 | $6.78M | 1.70% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 46,648 | $6.79M | 2.04% | +46+0.1% | Added |
| Equitable Trust Co | 46,743 | $6.80M | 0.52% | −220.0% | Reduced |
| Western Wealth Management, LLC | 46,869 | $6.82M | 0.58% | +1,717+3.8% | Added |
| Graypoint LLC | 46,881 | $6.82M | 0.68% | −6,511−12.2% | Reduced |
| Financial Partners Group, LLC | 46,907 | $6.82M | 3.43% | −336−0.7% | Reduced |
| Oxford Financial Group Ltd | 47,260 | $6.87M | 0.65% | +8,288+21.3% | Added |
| Northwest Bancshares, Inc. | 47,449 | $6.90M | 1.25% | +1,820+4.0% | Added |
| Twinbeech Capital LP | 47,556 | $6.92M | 0.14% | +47,556 | New |
| Wintrust Investments LLC | 47,686 | $6.93M | 0.70% | +47,686 | New |
| Private Trust Co NA | 47,760 | $6.95M | 0.88% | +1,711+3.7% | Added |
| Adalta Capital Management LLC | 48,349 | $7.03M | 4.70% | −361−0.7% | Reduced |
| Garland Capital Management Inc | 48,495 | $7.05M | 4.74% | +275+0.6% | Added |
| Harbour Capital Advisors, LLC | 48,248 | $7.07M | 2.09% | −538−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 48,756 | $7.09M | 0.69% | +23,987+96.8% | Added |
| Burney Co | 48,822 | $7.10M | 0.33% | −10,319−17.4% | Reduced |
| AlphaCore Capital LLC | 48,847 | $7.10M | 1.14% | +27,622+130.1% | Added |
| Asset Dedication, LLC | 49,060 | $7.11M | 0.61% | +2,948+6.4% | Added |
| Essex Financial Services, Inc. | 48,907 | $7.11M | 0.81% | −3,267−6.3% | Reduced |
| Wellington Shields & Co., LLC | 48,996 | $7.13M | 1.68% | +917+1.9% | Added |
| GDS Wealth Management | 49,008 | $7.13M | 1.16% | +1,800+3.8% | Added |
| American Trust | 49,089 | $7.14M | 0.50% | −543−1.1% | Reduced |
| Elk River Wealth Management, LLC | 49,193 | $7.15M | 1.53% | −966−1.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 49,392 | $7.18M | 0.17% | −8,209−14.3% | Reduced |
| Fairfield, Bush & Co. | 49,397 | $7.18M | 1.98% | +2,087+4.4% | Added |
| Spire Wealth Management | 49,537 | $7.20M | 0.27% | −9,831−16.6% | Reduced |
| First Interstate Bank | 49,645 | $7.22M | 0.60% | −2,441−4.7% | Reduced |
| Whalerock Point Partners, LLC | 49,675 | $7.22M | 2.45% | −211−0.4% | Reduced |
| Quattro Financial Advisors LLC | 49,700 | $7.23M | 2.87% | +47,700+2,385.0% | Added |
| Mirador Capital Partners LP | 49,822 | $7.25M | 1.72% | +956+2.0% | Added |
| Brown Shipley& Co Ltd | 49,902 | $7.26M | 2.97% | +3,017+6.4% | Added |
| EFG Asset Management (Americas) Corp. | 49,949 | $7.26M | 1.68% | −3,768−7.0% | Reduced |
| Efg Capital International Corp. | 49,949 | $7.26M | 1.68% | +49,949 | New |
| American National Bank | 49,964 | $7.27M | 1.22% | −2,263−4.3% | Reduced |
| Bangor Savings Bank | 50,153 | $7.29M | 0.83% | +363+0.7% | Added |
| Commonwealth Retirement Investments LLC | 50,226 | $7.30M | 4.07% | +1,234+2.5% | Added |
| McGinn Investment Management, Inc. | 50,407 | $7.33M | 5.30% | −170.0% | Reduced |
| Exchange Traded Concepts, LLC | 50,438 | $7.34M | 0.18% | +1,803+3.7% | Added |
| Schulhoff & Co Inc | 50,494 | $7.34M | 3.42% | −90−0.2% | Reduced |
| Baker Ellis Asset Management LLC | 50,521 | $7.35M | 1.25% | +290+0.6% | Added |
| Cyndeo Wealth Partners, LLC | 50,570 | $7.35M | 0.77% | +1,581+3.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50,649 | $7.37M | 0.08% | −3,526−6.5% | Reduced |
| American Money Management, LLC | 50,654 | $7.37M | 1.84% | +240.0% | Added |
| Goelzer Investment Management, Inc. | 50,688 | $7.37M | 0.62% | +35+0.1% | Added |
| Smithbridge Asset Management Inc | 50,836 | $7.39M | 1.73% | +214+0.4% | Added |
| Avitas Wealth Management LLC | 50,875 | $7.40M | 1.34% | +455+0.9% | Added |
| Baldwin Investment Management, LLC | 50,991 | $7.42M | 1.22% | +311+0.6% | Added |
| Geneos Wealth Management Inc. | 50,991 | $7.42M | 0.39% | +6,264+14.0% | Added |
| Meridian Wealth Advisors, LLC | 51,074 | $7.43M | 1.80% | +882+1.8% | Added |
| Nations Financial Group Inc, | 51,337 | $7.47M | 0.73% | −316−0.6% | Reduced |
| Roundview Capital LLC | 51,353 | $7.47M | 0.73% | +1,629+3.3% | Added |
| Bridge Creek Capital Management LLC | 51,435 | $7.48M | 2.68% | +145+0.3% | Added |
| Rocky Mountain Advisers, LLC | 57,440 | $7.49M | 3.99% | 00.0% | Unchanged |
| Castleark Management LLC | 51,730 | $7.52M | 0.34% | +51,730 | New |
| Gibraltar Capital Management, Inc. | 51,741 | $7.53M | 3.33% | −684−1.3% | Reduced |
| Redmond Asset Management, LLC | 51,749 | $7.53M | 2.44% | +132+0.3% | Added |
| Leonteq Securities AG | 51,809 | $7.54M | 0.77% | +41,614+408.2% | Added |
| Harbor Investment Advisory, LLC | 65,563 | $7.54M | 1.05% | +14,034+27.2% | Added |
| NBW Capital LLC | 51,856 | $7.54M | 1.76% | +49,224+1,870.2% | Added |
| Ascent Wealth Partners, LLC | 52,552 | $7.54M | 1.33% | +4,722+9.9% | Added |
| Fulton Bank, N.A. | 51,916 | $7.55M | 0.37% | +3,171+6.5% | Added |
| Aviance Capital Partners, LLC | 51,922 | $7.55M | 1.60% | +474+0.9% | Added |
| Dean Investment Associates, LLC | 52,062 | $7.57M | 1.23% | +13,656+35.6% | Added |
| Intact Investment Management Inc. | 52,100 | $7.58M | 0.31% | −12,000−18.7% | Reduced |
| Bray Capital Advisors | 52,104 | $7.58M | 2.27% | −2,169−4.0% | Reduced |
| Meeder Advisory Services, Inc. | 52,141 | $7.58M | 0.82% | +2,296+4.6% | Added |
| Citizens Business Bank | 52,359 | $7.62M | 1.70% | −6,427−10.9% | Reduced |
| KG&L Capital Management,LLC | 52,448 | $7.63M | 3.66% | −316−0.6% | Reduced |
| Brave Asset Management Inc | 52,533 | $7.64M | 2.24% | −113−0.2% | Reduced |
| Pacific Global Investment Management CO | 52,708 | $7.67M | 1.58% | +422+0.8% | Added |
| AMG National Trust Bank | 53,000 | $7.71M | 0.26% | −984−1.8% | Reduced |
| Marietta Wealth Management, LLC | 53,030 | $7.71M | 1.45% | +1,082+2.1% | Added |
| Shorepoint Capital Partners LLC | 53,042 | $7.71M | 2.17% | +4,266+8.7% | Added |
| Bernzott Capital Advisors | 53,054 | $7.72M | 1.67% | −1,423−2.6% | Reduced |
| Capital Analysts, LLC | 53,137 | $7.73M | 0.43% | +13,165+32.9% | Added |