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 |
|---|---|---|---|---|---|
| Cutler Investment Counsel LLC | 53,234 | $7.74M | 1.17% | −251−0.5% | Reduced |
| Wealth Advisory Solutions, LLC | 53,438 | $7.77M | 2.07% | −382−0.7% | Reduced |
| Ritholtz Wealth Management | 53,536 | $7.79M | 0.35% | +7,504+16.3% | Added |
| Stony Point Wealth Management Inc. | 53,576 | $7.79M | 3.88% | −143−0.3% | Reduced |
| Old Second National Bank of Aurora | 53,591 | $7.79M | 2.25% | −2,083−3.7% | Reduced |
| Arrow Financial Corp | 53,599 | $7.80M | 0.94% | −3,075−5.4% | Reduced |
| PFG Advisors | 53,700 | $7.81M | 0.59% | +198+0.4% | Added |
| Ascent Group, LLC | 50,292 | $7.84M | 0.86% | +5,600+12.5% | Added |
| Gotham Asset Management, LLC | 53,932 | $7.84M | 0.17% | −4,497−7.7% | Reduced |
| Rench Wealth Management, Inc. | 53,961 | $7.85M | 3.44% | +1,256+2.4% | Added |
| Mitchell Capital Management Co | 54,335 | $7.90M | 1.81% | +11,727+27.5% | Added |
| Sumitomo Life Insurance Co | 54,439 | $7.92M | 0.35% | −3,576−6.2% | Reduced |
| Cardinal Capital Management | 54,525 | $7.93M | 1.60% | +315+0.6% | Added |
| Compass Wealth Management LLC | 54,807 | $7.97M | 2.41% | +180+0.3% | Added |
| Capstone Financial Advisors, Inc. | 54,985 | $8.00M | 0.60% | +563+1.0% | Added |
| Chicago Capital, LLC | 55,178 | $8.03M | 0.36% | −5,890−9.6% | Reduced |
| Merit Financial Group, LLC | 55,191 | $8.03M | 0.26% | +45+0.1% | Added |
| Ballast Advisors LLC | 55,213 | $8.03M | 3.02% | +465+0.8% | Added |
| Wright Investors Service Inc | 55,310 | $8.04M | 2.27% | −3,367−5.7% | Reduced |
| Next Level Private LLC | 55,699 | $8.08M | 5.23% | +1,568+2.9% | Added |
| EagleClaw Capital Managment, LLC | 55,735 | $8.11M | 1.86% | +508+0.9% | Added |
| Pittenger & Anderson Inc | 55,859 | $8.12M | 0.39% | +417+0.8% | Added |
| IHT Wealth Management, LLC | 55,973 | $8.14M | 0.42% | +3,632+6.9% | Added |
| Martin Capital Partners, LLC | 56,202 | $8.17M | 3.32% | −1,085−1.9% | Reduced |
| Hartford Financial Management Inc. | 56,208 | $8.17M | 2.02% | −1,721−3.0% | Reduced |
| River Wealth Advisors LLC | 56,281 | $8.19M | 1.39% | +1,802+3.3% | Added |
| Amica Mutual Insurance Co | 56,456 | $8.21M | 0.93% | −22,264−28.3% | Reduced |
| M&R Capital Management Inc | 56,572 | $8.22M | 2.14% | +663+1.2% | Added |
| NatWest Group plc | 56,525 | $8.22M | 4.27% | −715−1.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 56,583 | $8.23M | 3.02% | −980−1.7% | Reduced |
| Hyperion Capital Advisors LP | 56,624 | $8.24M | 4.47% | −8,000−12.4% | Reduced |
| Family Capital Trust Co | 56,644 | $8.24M | 2.87% | −77−0.1% | Reduced |
| Independent Investors Inc | 56,949 | $8.28M | 1.92% | 00.0% | Unchanged |
| HGK Asset Management Inc | 56,951 | $8.28M | 2.63% | −4,316−7.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 57,037 | $8.30M | 0.53% | +2,194+4.0% | Added |
| Apriem Advisors | 57,079 | $8.30M | 1.24% | −447−0.8% | Reduced |
| Harrell Investment Partners, LLC | 57,153 | $8.31M | 2.82% | +579+1.0% | Added |
| Paradiem, LLC | 57,266 | $8.33M | 2.37% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 57,478 | $8.36M | 1.67% | +6,655+13.1% | Added |
| Fundamentun, LLC | 57,560 | $8.37M | 1.28% | +3,210+5.9% | Added |
| Evexia Wealth LLC | 53,391 | $8.37M | 4.02% | −749−1.4% | Reduced |
| Princeton Global Asset Management LLC | 57,582 | $8.37M | 2.45% | −6,015−9.5% | Reduced |
| Sigma Investment Counselors Inc | 57,668 | $8.39M | 0.62% | −105−0.2% | Reduced |
| Fulcrum Capital LLC | 57,721 | $8.39M | 2.21% | −1,931−3.2% | Reduced |
| Mengis Capital Management, Inc. | 57,799 | $8.41M | 1.68% | +734+1.3% | Added |
| Summit Global Investments | 57,819 | $8.41M | 0.56% | +9,323+19.2% | Added |
| Terry L. Blaker | 57,881 | $8.42M | 0.71% | −1,358−2.3% | Reduced |
| Boyar Asset Management Inc. | 57,978 | $8.43M | 6.24% | −137−0.2% | Reduced |
| Cyrus J. Lawrence, LLC | 58,082 | $8.45M | 2.42% | +1,038+1.8% | Added |
| First Western Trust Bank | 58,311 | $8.48M | 0.41% | −511−0.9% | Reduced |
| Bard Financial Services, Inc. | 58,465 | $8.50M | 0.65% | −475−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 58,539 | $8.51M | 0.26% | +783+1.4% | Added |
| Pathstone Family Office, LLC | 61,645 | $8.52M | 0.12% | +942+1.6% | Added |
| Barometer Capital Management Inc. | 59,058 | $8.53M | 2.28% | −2,530−4.1% | Reduced |
| First Hawaiian Bank | 58,669 | $8.53M | 0.28% | +3,155+5.7% | Added |
| Sound View Wealth Advisors Group, LLC | 58,693 | $8.54M | 1.12% | −1,919−3.2% | Reduced |
| Greenwood Capital Associates LLC | 58,866 | $8.56M | 1.20% | −12,310−17.3% | Reduced |
| Perennial Advisors, LLC | 59,116 | $8.60M | 2.19% | +1,164+2.0% | Added |
| Wolverine Trading, LLC | 59,999 | $8.61M | 0.12% | +9,709+19.3% | Added |
| Radnor Capital Management, LLC | 59,344 | $8.63M | 3.69% | +2,861+5.1% | Added |
| Soltis Investment Advisors LLC | 59,696 | $8.68M | 1.01% | +4,085+7.3% | Added |
| Verition Fund Management LLC | 59,898 | $8.71M | 0.14% | −26,122−30.4% | Reduced |
| Lakeview Capital Partners, LLC | 59,921 | $8.71M | 1.62% | +7,670+14.7% | Added |
| XML Financial, LLC | 59,972 | $8.72M | 1.01% | +584+1.0% | Added |
| Nwi Management LP | 60,000 | $8.73M | 2.49% | 00.0% | Unchanged |
| Mark Stevens | 60,002 | $8.73M | 1.12% | +2,923+5.1% | Added |
| Stolper Co | 60,019 | $8.73M | 3.67% | −230.0% | Reduced |
| Plimoth Trust Co LLC | 60,043 | $8.73M | 2.61% | −59−0.1% | Reduced |
| Lynch & Associates | 60,053 | $8.73M | 2.23% | +244+0.4% | Added |
| Zuckerman Investment Group, LLC | 60,188 | $8.75M | 1.25% | −179−0.3% | Reduced |
| Meritage Portfolio Management | 60,338 | $8.78M | 0.62% | −3,327−5.2% | Reduced |
| Veriti Management LLC | 60,345 | $8.78M | 0.98% | +2,351+4.1% | Added |
| Royal Fund Management, LLC | 60,562 | $8.81M | 1.24% | +92+0.2% | Added |
| Camden National Bank | 60,691 | $8.83M | 1.73% | −505−0.8% | Reduced |
| Pioneer Trust Bank N A | 60,810 | $8.84M | 2.55% | −411−0.7% | Reduced |
| Cypress Asset Management Inc | 60,531 | $8.84M | 2.85% | −1,271−2.1% | Reduced |
| David Loasby | 61,862 | $8.86M | 0.97% | −1,267−2.0% | Reduced |
| Stratos Wealth Advisors, LLC | 61,375 | $8.93M | 0.63% | −369−0.6% | Reduced |
| BancorpSouth Bank | 61,517 | $8.95M | 0.78% | +93+0.2% | Added |
| Symmetry Partners, LLC | 61,619 | $8.96M | 0.47% | +4,289+7.5% | Added |
| Northern Oak Wealth Management Inc | 61,898 | $9.00M | 1.07% | −9,388−13.2% | Reduced |
| Moody National Bank Trust Division | 62,007 | $9.02M | 0.62% | −469−0.8% | Reduced |
| D L Carlson Investment Group Inc | 62,086 | $9.03M | 1.72% | +4,894+8.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 62,218 | $9.05M | 2.98% | +68+0.1% | Added |
| Venator Management LLC | 62,235 | $9.05M | 3.30% | −75−0.1% | Reduced |
| Sara-Bay Financial | 62,268 | $9.06M | 4.40% | −218−0.3% | Reduced |
| Waycross Partners, LLC | 62,299 | $9.06M | 1.97% | +13,409+27.4% | Added |
| Bridgecreek Investment Management, LLC | 62,315 | $9.06M | 1.74% | −875−1.4% | Reduced |
| Carmel Capital Management L.L.C. | 62,353 | $9.07M | 4.71% | +600+1.0% | Added |
| Red Door Wealth Management, LLC | 62,372 | $9.07M | 2.01% | +9,561+18.1% | Added |
| Tower Research Capital LLC (TRC) | 62,442 | $9.08M | 0.30% | +41+0.1% | Added |
| Foster & Motley Inc | 62,599 | $9.10M | 0.71% | +11,399+22.3% | Added |
| Fagan Associates, Inc. | 62,615 | $9.11M | 2.21% | −540−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 63,062 | $9.17M | 0.13% | +1,847+3.0% | Added |
| Inlet Private Wealth, LLC | 63,106 | $9.18M | 2.32% | −100−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 63,240 | $9.20M | 1.21% | +815+1.3% | Added |
| Skylands Capital, LLC | 63,250 | $9.20M | 1.32% | −1,600−2.5% | Reduced |
| Hoertkorn Richard Charles | 63,298 | $9.21M | 4.43% | −125−0.2% | Reduced |
| Boston Family Office LLC | 63,358 | $9.21M | 0.71% | −57−0.1% | Reduced |
| Greystone Financial Group, LLC | 63,485 | $9.23M | 2.14% | +26,671+72.4% | Added |