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 |
|---|---|---|---|---|---|
| BEAM Asset Management, LLC | 2,300 | $334.5K | 0.23% | +610+36.1% | Added |
| Bluefin Capital Management, LLC | 2,300 | $334.5K | 0.08% | – | – |
| GoalVest Advisory LLC | 2,300 | $334.6K | 0.17% | +191+9.1% | Added |
| Vance Wealth, Inc. | 2,301 | $334.7K | 0.15% | +238+11.5% | Added |
| Forefront Wealth Management Inc. | 2,304 | $335.1K | 0.44% | +10.0% | Added |
| Castleview Partners, LLC | 2,306 | $335.3K | 0.30% | −6,720−74.5% | Reduced |
| Tacita Capital Inc | 2,320 | $337.0K | 0.25% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 2,323 | $337.9K | 0.01% | −42−1.8% | Reduced |
| C M Bidwell & Associates Ltd | 2,324 | $338.0K | 0.25% | −22−0.9% | Reduced |
| Navis Wealth Advisors, LLC | 2,325 | $338.1K | 0.31% | +19+0.8% | Added |
| Tarbox Family Office, Inc. | 2,326 | $338.3K | 0.07% | 00.0% | Unchanged |
| Sycomore Asset Management | 2,447 | $339.0K | 0.08% | −20,810−89.5% | Reduced |
| S&T Bank | 2,330 | $339.0K | 0.06% | −110−4.5% | Reduced |
| Westshore Wealth, LLC | 2,332 | $339.1K | 0.17% | −1,614−40.9% | Reduced |
| WMG Financial Advisors, LLC | 2,337 | $339.9K | 0.25% | +997+74.4% | Added |
| Wilson & Boucher Capital Management, LLC | 2,340 | $340.4K | 0.31% | 00.0% | Unchanged |
| TSFG, LLC | 2,342 | $341.0K | 0.13% | −207−8.1% | Reduced |
| ICW Investment Advisors LLC | 2,348 | $341.5K | 0.18% | +2+0.1% | Added |
| Penn Davis McFarland Inc | 2,350 | $341.8K | 0.06% | −107−4.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 2,352 | $342.0K | 0.08% | +712+43.4% | Added |
| BIT Capital GmbH | 2,358 | $342.9K | 0.04% | +1,788+313.7% | Added |
| Wealthgate Family Office, LLC | 2,360 | $343.2K | 1.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,329 | $343.3K | 0.09% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 2,364 | $344.0K | 0.14% | −305,689−99.2% | Reduced |
| Independent Wealth Network Inc. | 2,366 | $344.1K | 0.21% | +36+1.5% | Added |
| Planned Solutions, Inc. | 2,373 | $345.1K | 0.20% | 00.0% | Unchanged |
| Avondale Wealth Management | 2,375 | $345.4K | 0.29% | −1,250−34.5% | Reduced |
| Apeiron RIA LLC | 2,378 | $345.8K | 0.12% | −75−3.1% | Reduced |
| SP Asset Management LLC | 2,392 | $347.8K | 0.04% | +213+9.8% | Added |
| Kraematon Investment Advisors, Inc | 2,395 | $348.4K | 0.38% | +16+0.7% | Added |
| Atticus Wealth Management, LLC | 2,397 | $348.7K | 0.13% | −132−5.2% | Reduced |
| Acorn Financial Advisory Services Inc | 2,400 | $349.1K | 0.06% | +776+47.8% | Added |
| Indie Asset Partners, LLC | 2,406 | $350.0K | 0.38% | +10.0% | Added |
| Builder Investment Group Inc | 2,420 | $352.0K | 0.14% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 2,420 | $352.0K | 0.13% | +10.0% | Added |
| Marotta Asset Management | 2,422 | $352.3K | 0.08% | +2,422 | New |
| Lathrop Investment Management Corp | 2,431 | $354.0K | 0.07% | −100−4.0% | Reduced |
| Carmel Capital Partners, LLC | 2,434 | $354.0K | 0.18% | +67+2.8% | Added |
| Milestone Advisory Partners | 2,446 | $355.7K | 0.32% | −10−0.4% | Reduced |
| Covey Capital Advisors, LLC | 2,450 | $356.3K | 0.52% | 00.0% | Unchanged |
| Arnhold LLC | 2,452 | $356.6K | 0.04% | 00.0% | Unchanged |
| Garner Asset Management Corp | 2,464 | $358.0K | 0.21% | −142−5.4% | Reduced |
| Consilio Wealth Advisors, LLC | 2,462 | $358.0K | 0.20% | +377+18.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,971 | $360.6K | 0.27% | +2,106+73.5% | Added |
| Foundation Wealth Management, LLC | 2,489 | $361.9K | 0.35% | −66−2.6% | Reduced |
| Ellevest, Inc. | 2,497 | $363.2K | 0.03% | +1,286+106.2% | Added |
| Whelan Financial | 2,497 | $363.2K | 0.19% | +104+4.3% | Added |
| Charles Schwab Investment Advisory, Inc. | 2,513 | $365.5K | 0.00% | +226+9.9% | Added |
| Lanham O'Dell & Company, Inc. | 2,524 | $367.1K | 0.33% | +10.0% | Added |
| America First Investment Advisors, LLC | 2,529 | $367.8K | 0.10% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 2,543 | $369.9K | 0.28% | +681+36.6% | Added |
| SFG Wealth Management, LLC. | 2,552 | $371.2K | 0.31% | +753+41.9% | Added |
| Index Fund Advisors, Inc. | 2,553 | $371.3K | 0.02% | +141+5.8% | Added |
| BIP Wealth, LLC | 2,571 | $373.9K | 0.03% | −354−12.1% | Reduced |
| Mayport, LLC | 2,578 | $374.9K | 0.21% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,581 | $375.4K | 0.07% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 2,583 | $375.7K | 0.07% | 00.0% | Unchanged |
| Truadvice, LLC | 2,457 | $377.3K | 0.14% | +264+12.0% | Added |
| Blue Bell Private Wealth Management, LLC | 2,595 | $377.4K | 0.10% | +500+23.9% | Added |
| LFA - Lugano Financial Advisors SA | 2,600 | $378.1K | 0.25% | +2,600 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 2,600 | $378.2K | 0.26% | −6−0.2% | Reduced |
| North Point Portfolio Managers Corp | 2,601 | $378.3K | 0.07% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,612 | $379.9K | 0.07% | +125+5.0% | Added |
| Cookson Peirce & Co Inc | 2,615 | $380.0K | 0.02% | +814+45.2% | Added |
| Coury Firm Asset Management LLC | 2,621 | $381.1K | 0.55% | +7+0.3% | Added |
| Horst & Graben Wealth Management LLC | 2,623 | $382.0K | 0.09% | +17+0.7% | Added |
| Integrity Financial Corp | 2,627 | $382.0K | 0.29% | +2+0.1% | Added |
| Saranac Partners Ltd | 2,627 | $382.1K | 0.21% | 00.0% | Unchanged |
| Motive Wealth Advisors | 2,631 | $382.7K | 0.40% | +11+0.4% | Added |
| Okabena Investment Services Inc | 2,634 | $383.1K | 0.28% | −3,725−58.6% | Reduced |
| Vanguard Capital Wealth Advisors | 2,636 | $383.3K | 0.35% | −91−3.3% | Reduced |
| AIMZ Investment Advisors, LLC | 2,639 | $383.8K | 0.16% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,641 | $384.1K | 0.49% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 2,642 | $384.3K | 0.23% | +2,642 | New |
| Tamar Securities, LLC | 2,643 | $384.5K | 0.09% | −66−2.4% | Reduced |
| SNS Financial Group, LLC | 2,645 | $384.7K | 0.05% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,651 | $385.6K | 0.25% | −5,549−67.7% | Reduced |
| Wealth Advisors, Inc. | 2,612 | $387.0K | 0.17% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 2,666 | $387.8K | 0.18% | +45+1.7% | Added |
| Dock Street Asset Management Inc | 2,670 | $388.3K | 0.07% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $389.3K | 0.20% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 2,681 | $390.0K | 0.12% | +2+0.1% | Added |
| Claret Asset Management Corp | 2,684 | $390.0K | 0.08% | −257−8.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,685 | $390.0K | 0.17% | +606+29.1% | Added |
| Firethorn Wealth Partners, LLC | 2,699 | $392.6K | 0.29% | +10+0.4% | Added |
| Ocean Capital Management, LLC | 2,700 | $392.7K | 0.18% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 2,700 | $392.8K | 0.17% | −48−1.7% | Reduced |
| Redwood Investment Management, LLC | 2,703 | $393.0K | 0.04% | +2,703 | New |
| Altus Wealth Management, LLC | 2,704 | $393.3K | 0.31% | +44+1.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,704 | $393.4K | 0.31% | −40−1.5% | Reduced |
| Islay Capital Management, LLC | 2,707 | $393.8K | 0.35% | +45+1.7% | Added |
| Cowa, LLC | 2,709 | $394.0K | 0.26% | −500−15.6% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,710 | $394.1K | 0.29% | −177−6.1% | Reduced |
| Summitry LLC | 2,721 | $395.7K | 0.02% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 2,581 | $395.9K | 0.14% | 00.0% | Unchanged |
| Financial Freedom, LLC | 2,727 | $396.6K | 0.28% | +10+0.4% | Added |
| Reik & Co., LLC | 2,732 | $397.3K | 0.11% | +10+0.4% | Added |
| Rappaport Reiches Capital Management, LLC | 2,737 | $398.1K | 0.17% | −2,298−45.6% | Reduced |
| Spotlight Asset Group, Inc. | 2,738 | $398.2K | 0.36% | +501+22.4% | Added |
| Parkside Investments, LLC | 2,741 | $398.6K | 0.07% | −852−23.7% | Reduced |