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; 5,157 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
- 1,625 more added
- Sold out
- 96
- 1,514 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| IronBridge Private Wealth, LLC | 1,583 | $230.3K | 0.13% | +11+0.7% | Added |
| Kendall Capital Management | 1,596 | $232.0K | 0.10% | 00.0% | Unchanged |
| Versor Investments LP | 1,600 | $232.7K | 0.04% | −3,674−69.7% | Reduced |
| Western Financial Corp | 1,601 | $232.8K | 0.16% | −120−7.0% | Reduced |
| Bernardo Wealth Planning LLC | 1,604 | $233.4K | 0.09% | −22−1.4% | Reduced |
| Graham Capital Wealth Management, LLC | 1,605 | $233.4K | 0.55% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,610 | $234.2K | 0.19% | +31+2.0% | Added |
| Jackson Thornton Asset Management, LLC | 1,612 | $234.4K | 0.05% | +1,612 | New |
| Brooktree Capital Management | 1,613 | $234.6K | 0.18% | −1,661−50.7% | Reduced |
| Rain Capital Management, LLC | 1,614 | $234.8K | 0.18% | −10−0.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,615 | $234.9K | 0.14% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 1,619 | $235.5K | 0.13% | +1,619 | New |
| Cipher Capital LP | 1,621 | $235.8K | 0.04% | −1,516−48.3% | Reduced |
| Triton Wealth Management, PLLC | 1,518 | $235.8K | 0.13% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,624 | $236.2K | 0.07% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 1,625 | $236.3K | 0.08% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 1,628 | $236.8K | 0.07% | −49−2.9% | Reduced |
| Asset Management Group, Inc. | 1,630 | $237.1K | 0.05% | +11+0.7% | Added |
| Capital Performance Advisors LLP | 1,639 | $238.4K | 0.12% | −50−3.0% | Reduced |
| Roth Financial Partners LLC | 1,642 | $238.8K | 0.15% | 00.0% | Unchanged |
| Trevian Wealth Management LLC | 1,642 | $239.0K | 1.91% | −88−5.1% | Reduced |
| Morling Financial Advisors, LLC | 1,648 | $239.7K | 0.23% | −98−5.6% | Reduced |
| Capital Market Strategies LLC | 1,648 | $239.7K | 0.22% | +1,648 | New |
| Rebalance, LLC | 1,650 | $240.0K | 0.02% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 1,654 | $240.6K | 0.11% | +66+4.2% | Added |
| Legacy Financial Group, Inc. | 1,655 | $240.7K | 0.12% | +58+3.6% | Added |
| East Coast Asset Management, LLC. | 1,656 | $240.8K | 0.11% | −255−13.3% | Reduced |
| Syverson Strege & Co | 1,658 | $241.1K | 0.10% | +52+3.2% | Added |
| Client 1st Advisory Group, LLC | 1,665 | $242.2K | 0.13% | +1,665 | New |
| Allegiance Financial Group Advisory Services LLC | 1,672 | $243.2K | 0.14% | +2+0.1% | Added |
| Sonoma Private Wealth LLC | 1,679 | $244.2K | 0.43% | +1,679 | New |
| Western Pacific Wealth Management, LP | 1,686 | $245.2K | 0.19% | 00.0% | Unchanged |
| Ade, LLC | 1,691 | $246.0K | 0.17% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 1,693 | $246.2K | 0.21% | −805−32.2% | Reduced |
| Family Investment Center, Inc. | 1,694 | $246.4K | 0.16% | 00.0% | Unchanged |
| Capital Counsel LLC | 1,694 | $246.4K | 0.01% | +1,694 | New |
| Navellier & Associates Inc | 1,700 | $247.2K | 0.05% | +1,700 | New |
| Lakeside Advisors, INC. | 1,704 | $247.8K | 0.18% | +1+0.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 1,716 | $249.6K | 0.12% | −200−10.4% | Reduced |
| First Wilshire Securities Management Inc | 1,719 | $250.0K | 0.09% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,727 | $251.2K | 0.07% | +253+17.2% | Added |
| Oxinas Partners Wealth Management LLC | 1,728 | $251.3K | 0.16% | +1,728 | New |
| Baron Financial Group, LLC | 1,730 | $251.6K | 0.16% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,734 | $252.2K | 0.05% | −443−20.3% | Reduced |
| Sebold Capital Management, Inc. | 1,734 | $252.2K | 0.20% | −163−8.6% | Reduced |
| Detalus Advisors, LLC | 1,735 | $252.3K | 0.11% | −801−31.6% | Reduced |
| Flynn Zito Capital Management, LLC | 1,736 | $252.5K | 0.17% | +135+8.4% | Added |
| North Ridge Wealth Advisors, Inc. | 1,736 | $252.5K | 0.24% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,740 | $253.1K | 0.14% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,744 | $253.6K | 0.15% | +55+3.3% | Added |
| Seneca Financial Advisors LLC | 1,744 | $253.7K | 0.17% | +1,744 | New |
| Capital Planning LLC | 1,745 | $253.8K | 0.10% | −58−3.2% | Reduced |
| Denver Wealth Management, Inc. | 1,748 | $254.3K | 0.18% | −90−4.9% | Reduced |
| David J Yvars Group | 1,757 | $255.5K | 0.21% | +52+3.0% | Added |
| Blue Barn Wealth, LLC | 1,758 | $255.7K | 0.17% | −138−7.3% | Reduced |
| RIA Advisory Group LLC | 1,772 | $255.9K | 0.11% | −60−3.3% | Reduced |
| Rockbridge Investment Management, LCC | 1,763 | $256.4K | 0.05% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 1,773 | $257.9K | 0.21% | −99−5.3% | Reduced |
| Clarus Wealth Advisors | 1,802 | $260.1K | 0.16% | −43−2.3% | Reduced |
| Riverstone Advisors, LLC | 1,792 | $260.7K | 0.16% | +1,792 | New |
| Waterford Advisors, LLC | 1,792 | $261.0K | 0.13% | −22−1.2% | Reduced |
| KFA Private Wealth Group, LLC | 1,800 | $261.9K | 0.11% | −25−1.4% | Reduced |
| Waller Financial Planning Group, Inc | 1,803 | $262.2K | 0.07% | −6−0.3% | Reduced |
| Global Strategic Investment Solutions, LLC | 1,807 | $262.8K | 0.03% | +4+0.2% | Added |
| Van Leeuwen & Company, LLC | 1,798 | $263.6K | 0.17% | +58+3.3% | Added |
| Smith & Howard Wealth Management, LLC | 1,815 | $263.9K | 0.09% | −54−2.9% | Reduced |
| Ameraudi Asset Management, Inc. | 1,816 | $264.1K | 0.12% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,816 | $264.1K | 0.11% | +1+0.1% | Added |
| Helen Stephens Group, LLC | 1,816 | $264.1K | 0.13% | +20+1.1% | Added |
| Abacus Wealth Partners, LLC | 1,825 | $265.5K | 0.08% | +174+10.5% | Added |
| Smith Shellnut Wilson LLC | 1,832 | $266.4K | 0.15% | −275−13.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,864 | $267.0K | 0.01% | −299−13.8% | Reduced |
| Etfidea, LLC | 1,837 | $267.2K | 0.11% | +144+8.5% | Added |
| HFR Wealth Management, LLC | 1,845 | $268.0K | 0.07% | 00.0% | Unchanged |
| Schiavi & Co LLC | 1,847 | $268.6K | 0.11% | −50−2.6% | Reduced |
| Vista Private Wealth Partners. LLC | 1,859 | $269.6K | 0.11% | 00.0% | Unchanged |
| Defender Capital, LLC. | 1,857 | $270.1K | 0.09% | +8+0.4% | Added |
| McDonough Capital Management, Inc | 1,866 | $270.2K | 0.25% | −5−0.3% | Reduced |
| Boothbay Fund Management, LLC | 1,860 | $270.5K | 0.01% | −32,018−94.5% | Reduced |
| TMD Wealth Management, LLC | 1,862 | $270.8K | 0.07% | +162+9.5% | Added |
| Opus Capital Group, LLC | 1,867 | $271.0K | 0.05% | −100−5.1% | Reduced |
| American Planning Services, Inc. | 1,869 | $271.9K | 0.18% | 00.0% | Unchanged |
| Burton Enright Welch | 1,869 | $271.9K | 0.08% | −28−1.5% | Reduced |
| Asset Management Resources, LLC | 1,872 | $272.2K | 0.17% | +46+2.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,875 | $272.7K | 0.14% | −18−1.0% | Reduced |
| Wallace Capital Management Inc. | 1,879 | $273.3K | 0.04% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,881 | $273.6K | 0.21% | −3,596−65.7% | Reduced |
| Pinnacle Financial Group, LLC | 1,882 | $273.7K | 0.16% | −1−0.1% | Reduced |
| Thrive Capital Management, LLC | 1,884 | $274.0K | 0.16% | +157+9.1% | Added |
| Tucker Asset Management LLC | 1,900 | $276.3K | 0.08% | −126−6.2% | Reduced |
| Capstone Triton Financial Group, LLC | 1,904 | $276.9K | 0.19% | +37+2.0% | Added |
| Tandem Wealth Advisors LLC | 1,908 | $277.5K | 0.17% | +333+21.1% | Added |
| Redwood Wealth Management Group, LLC | 1,908 | $277.6K | 0.31% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 1,913 | $278.2K | 0.19% | +52+2.8% | Added |
| Sym Financial Corp | 1,915 | $278.4K | 0.06% | +106+5.9% | Added |
| Crabel Capital Management, LLC | 1,916 | $279.0K | 0.12% | +1,916 | New |
| Raub Brock Capital Management LP | 1,922 | $279.5K | 0.05% | −1,453−43.1% | Reduced |
| TCP Asset Management, LLC | 1,922 | $279.5K | 0.12% | −58−2.9% | Reduced |
| Vishria Bird Financial Group, LLC | 1,927 | $280.0K | 0.17% | 00.0% | Unchanged |
| Adams Wealth Management | 1,928 | $280.4K | 0.09% | 00.0% | Unchanged |