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 |
|---|---|---|---|---|---|
| Nova R Wealth, Inc. | 1,938 | $281.8K | 0.19% | −66−3.3% | Reduced |
| Raymond James Trust Co. of NH | 1,940 | $282.0K | 3.22% | −164−7.8% | Reduced |
| Horizon Family Wealth, Inc. | 1,943 | $282.7K | 0.27% | −126−6.1% | Reduced |
| Beacon Investment Advisors LLC | 1,946 | $283.1K | 0.19% | −101−4.9% | Reduced |
| WESPAC Advisors, LLC | 1,948 | $283.3K | 0.23% | −290−13.0% | Reduced |
| Prentiss Smith & Co Inc | 1,956 | $284.5K | 0.21% | +158+8.8% | Added |
| Garrison Asset Management, LLC | 1,959 | $284.9K | 0.17% | −55−2.7% | Reduced |
| Kearns & Associates LLC | 1,960 | $285.1K | 0.26% | 00.0% | Unchanged |
| Palo Alto Wealth Advisors, LLC | 1,964 | $285.6K | 0.23% | −102−4.9% | Reduced |
| Compass Financial Group, INC | 1,965 | $285.9K | 0.08% | +13+0.7% | Added |
| Clarkston Capital Partners, LLC | 1,966 | $285.9K | 0.01% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 1,967 | $286.1K | 0.12% | −1−0.1% | Reduced |
| New World Advisors LLC | 1,972 | $286.8K | 0.10% | −23−1.2% | Reduced |
| Front Street Capital Management, Inc. | 1,987 | $289.0K | 0.06% | −414−17.2% | Reduced |
| TNF LLC | 1,989 | $289.3K | 0.13% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,994 | $290.0K | 0.02% | +164+9.0% | Added |
| Obsidian Personal Planning Solutions LLC | 1,994 | $290.1K | 0.36% | −60−2.9% | Reduced |
| Vertex Planning Partners, LLC | 2,000 | $290.9K | 0.10% | +2,000 | New |
| Knuff & Co LLC | 2,002 | $291.2K | 0.11% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,003 | $291.3K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 2,008 | $292.0K | 0.11% | +186+10.2% | Added |
| Columbus Macro, LLC | 1,960 | $292.2K | 0.12% | −1,201−38.0% | Reduced |
| Saturna Capital CORP | 2,011 | $292.5K | 0.01% | −685−25.4% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 2,014 | $292.9K | 0.20% | +234+13.1% | Added |
| Chelsea Counsel Co | 2,019 | $293.6K | 0.14% | 00.0% | Unchanged |
| WorthPointe, LLC | 2,020 | $293.8K | 0.18% | +426+26.7% | Added |
| Catalyst Private Wealth, LLC | 2,027 | $294.8K | 0.18% | −534−20.9% | Reduced |
| Arcadia Investment Management Corp | 2,027 | $294.8K | 0.06% | +81+4.2% | Added |
| Axiom Financial Strategies, LLC | 2,028 | $295.0K | 0.17% | −118−5.5% | Reduced |
| Somerville Kurt F | 2,030 | $295.2K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,036 | $296.1K | 0.02% | −139,390−98.6% | Reduced |
| Three Bridge Wealth Advisors, LLC | 2,040 | $296.7K | 0.13% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 2,046 | $297.5K | 0.20% | −403−16.5% | Reduced |
| Versant Capital Management, Inc | 2,049 | $298.0K | 0.10% | −519−20.2% | Reduced |
| First Pacific Financial | 2,051 | $298.3K | 0.13% | +484+30.9% | Added |
| Wealth Quarterback LLC | 2,054 | $298.7K | 0.21% | −115−5.3% | Reduced |
| Exeter Financial, LLC | 2,028 | $299.0K | 0.15% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,058 | $299.3K | 0.45% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,058 | $299.3K | 0.02% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 2,060 | $299.6K | 0.10% | +229+12.5% | Added |
| Shikiar Asset Management Inc | 2,063 | $300.0K | 0.10% | +73+3.7% | Added |
| Conestoga Capital Advisors, LLC | 2,066 | $300.5K | 0.00% | −400−16.2% | Reduced |
| Mezzasalma Advisors, LLC | 2,083 | $303.0K | 0.18% | +63+3.1% | Added |
| Integris Wealth Management, LLC | 2,088 | $303.7K | 0.11% | −202−8.8% | Reduced |
| Beacon Capital Management, LLC | 2,090 | $304.0K | 0.08% | +64+3.2% | Added |
| Luken Investment Analytics, LLC | 2,097 | $305.0K | 0.17% | +165+8.5% | Added |
| CSS LLC | 2,100 | $305.4K | 0.02% | −1,400−40.0% | Reduced |
| Inspire Advisors, LLC | 2,106 | $306.3K | 0.06% | +319+17.9% | Added |
| Granite FO LLC | 2,110 | $306.9K | 0.21% | −3,500−62.4% | Reduced |
| Intelligence Driven Advisers, LLC | 2,148 | $307.6K | 0.05% | +441+25.8% | Added |
| Alterna Wealth Management, Inc | 2,116 | $307.8K | 0.36% | −400−15.9% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,117 | $307.9K | 0.25% | +95+4.7% | Added |
| G2 Capital Management, LLC | 2,121 | $308.5K | 0.13% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,145 | $312.0K | 0.12% | −999−31.8% | Reduced |
| Act Wealth Management, LLC | 2,150 | $312.8K | 0.18% | −133−5.8% | Reduced |
| Compton Financial Group, LLC | 2,165 | $314.9K | 0.12% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 2,178 | $315.0K | 0.21% | +464+27.1% | Added |
| Beirne Wealth Consulting Services, LLC | 2,169 | $315.5K | 0.25% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,172 | $315.8K | 0.32% | +2,172 | New |
| Kaizen Financial Strategies | 2,133 | $316.0K | 0.27% | +4+0.2% | Added |
| Teamwork Financial Advisors, LLC | 2,177 | $316.7K | 0.05% | −4,995−69.6% | Reduced |
| Childress Capital Advisors, LLC | 2,179 | $316.9K | 0.13% | −1,355−38.3% | Reduced |
| Manchester Financial Inc | 2,179 | $316.9K | 0.09% | +422+24.0% | Added |
| Encompass Wealth Advisors, LLC | 2,184 | $317.7K | 0.10% | +3+0.1% | Added |
| Hutchinson Capital Management | 2,189 | $318.3K | 0.07% | +3+0.1% | Added |
| Smith Anglin Financial, LLC | 2,191 | $318.6K | 0.04% | +14+0.6% | Added |
| Marshall Financial Group Inc | 2,191 | $318.7K | 0.12% | −2,324−51.5% | Reduced |
| Level Financial Advisors, Inc. | 2,194 | $319.1K | 0.18% | +89+4.2% | Added |
| Arcus Capital Partners, LLC | 2,207 | $320.9K | 0.10% | +5+0.2% | Added |
| Ruedi Wealth Management, Inc. | 2,210 | $321.5K | 0.19% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 2,216 | $322.3K | 0.14% | −130−5.5% | Reduced |
| SJS Investment Consulting Inc. | 2,218 | $322.6K | 0.08% | −64−2.8% | Reduced |
| Sensible Money, LLC | 2,221 | $323.0K | 0.24% | −35−1.6% | Reduced |
| Clean Yield Group | 2,225 | $323.6K | 0.13% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,225 | $323.6K | 0.27% | 00.0% | Unchanged |
| Cornerstone Retirement Group, Inc. | 2,225 | $323.6K | 0.09% | +179+8.7% | Added |
| TAGStone Capital, Inc. | 2,226 | $324.0K | 0.23% | −93−4.0% | Reduced |
| Campbell Wealth Management | 2,225 | $324.0K | 0.04% | +100+4.7% | Added |
| Verus Financial Partners, Inc. | 2,068 | $324.2K | 0.04% | −235−10.2% | Reduced |
| Lakewood Asset Management LLC | 2,231 | $324.4K | 0.26% | +9+0.4% | Added |
| Richwood Investment Advisors, LLC | 2,233 | $324.8K | 0.32% | −622−21.8% | Reduced |
| Wealthspan Partners, LLC | 2,238 | $325.4K | 0.26% | −74−3.2% | Reduced |
| Clay Northam Wealth Management, LLC | 2,241 | $325.9K | 0.31% | −20−0.9% | Reduced |
| Cable Hill Partners, LLC | 2,248 | $326.9K | 0.04% | −69−3.0% | Reduced |
| Kinloch Capital, LLC | 2,248 | $326.9K | 0.19% | −159−6.6% | Reduced |
| Permit Capital, LLC | 2,250 | $327.2K | 0.12% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2,257 | $328.3K | 0.05% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 2,257 | $328.3K | 0.41% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 2,259 | $328.5K | 0.09% | +337+17.5% | Added |
| Hapanowicz & Associates Financial Services, Inc | 2,259 | $328.5K | 0.22% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 2,425 | $329.1K | 0.32% | −45−1.8% | Reduced |
| Northern Capital Management, Inc. | 2,267 | $329.7K | 0.25% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 2,273 | $330.6K | 0.25% | +2,273 | New |
| Goepper Burkhardt LLC | 2,278 | $331.3K | 0.20% | +18+0.8% | Added |
| Websterrogers Financial Advisors, LLC | 2,280 | $331.6K | 0.14% | +15+0.7% | Added |
| Truvestments Capital LLC | 2,288 | $332.8K | 0.17% | +187+8.9% | Added |
| Madison Wealth Management | 2,289 | $332.9K | 0.07% | +87+4.0% | Added |
| Blackston Financial Advisory Group, LLC | 2,292 | $333.0K | 0.24% | −193−7.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,290 | $333.1K | 0.17% | 00.0% | Unchanged |
| Resource Planning Group | 2,295 | $333.8K | 0.27% | +50+2.2% | Added |