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 |
|---|---|---|---|---|---|
| MKT Advisors LLC | 2,542 | $398.9K | 0.28% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 2,743 | $399.0K | 0.07% | −516−15.8% | Reduced |
| Jacobs & Co | 2,744 | $399.0K | 0.05% | −2,002−42.2% | Reduced |
| Edgestream Partners, L.P. | 2,746 | $399.4K | 0.04% | −10,942−79.9% | Reduced |
| Mascoma Wealth Management LLC | 2,565 | $399.8K | 0.12% | −1,180−31.5% | Reduced |
| Solitude Financial Services | 2,755 | $400.7K | 0.23% | −345−11.1% | Reduced |
| Cooper/Haims Advisors, LLC | 2,758 | $401.1K | 0.31% | +119+4.5% | Added |
| Wealth Management Solutions, LLC | 2,770 | $402.8K | 0.26% | +130+4.9% | Added |
| Isthmus Partners, LLC | 2,770 | $402.9K | 0.05% | +29+1.1% | Added |
| Tower Wealth Partners, Inc. | 2,772 | $403.2K | 0.32% | +15+0.5% | Added |
| Keene & Associates, Inc. | 2,781 | $404.5K | 0.31% | +70+2.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $404.6K | 0.25% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,796 | $406.7K | 0.14% | −16−0.6% | Reduced |
| Strid Group, LLC | 2,800 | $407.2K | 0.08% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,823 | $410.6K | 0.02% | −4,297−60.4% | Reduced |
| Intergy Private Wealth, LLC | 2,849 | $414.4K | 0.20% | +43+1.5% | Added |
| Financial Engines Advisors L.L.C. | 2,872 | $417.7K | 0.00% | +322+12.6% | Added |
| FSA Wealth Management LLC | 2,876 | $418.3K | 0.23% | +31+1.1% | Added |
| Harvest Fund Management Co., Ltd | 2,884 | $419.0K | 0.08% | +660+29.7% | Added |
| My Personal CFO, LLC | 2,881 | $419.0K | 0.33% | −47−1.6% | Reduced |
| McAdam, LLC | 2,887 | $419.9K | 0.03% | +611+26.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,896 | $421.2K | 0.20% | +15+0.5% | Added |
| Harrington Investments, INC | 2,915 | $424.0K | 0.28% | −30−1.0% | Reduced |
| Sequent Asset Management, LLC | 2,918 | $424.3K | 0.46% | +2+0.1% | Added |
| Magnolia Capital Management Ltd | 2,925 | $425.0K | 0.38% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,923 | $425.1K | 0.26% | 00.0% | Unchanged |
| Avenir Corp | 2,924 | $425.3K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2,924 | $425.3K | 0.05% | +105+3.7% | Added |
| Capital Financial Planning, LLC | 2,941 | $427.7K | 0.16% | +296+11.2% | Added |
| Basepoint Wealth LLC | 2,962 | $430.8K | 0.36% | +70+2.4% | Added |
| Willow Creek Wealth Management Inc. | 2,964 | $431.1K | 0.06% | +395+15.4% | Added |
| Charter Research & Investment Group, Inc. | 2,967 | $431.5K | 0.36% | +100+3.5% | Added |
| Fountainhead AM, LLC | 2,977 | $432.9K | 0.15% | +76+2.6% | Added |
| Ackerman Capital Advisors, LLC | 2,987 | $434.4K | 0.11% | −108−3.5% | Reduced |
| Alethea Capital Management, LLC | 3,000 | $436.3K | 0.47% | +500+20.0% | Added |
| Quinn Opportunity Partners LLC | 3,000 | $436.3K | 0.06% | +3,000 | New |
| Hilltop Partners LLC | 3,002 | $436.6K | 0.18% | +302+11.2% | Added |
| Cape Investment Advisory, Inc. | 3,002 | $436.6K | 0.24% | +167+5.9% | Added |
| Avion Wealth | 3,015 | $437.0K | 0.11% | +252+9.1% | Added |
| Safeguard Investment Advisory Group, LLC | 3,012 | $438.4K | 0.19% | +592+24.5% | Added |
| Silver Lake Advisory, LLC | 3,017 | $438.8K | 0.23% | +310+11.5% | Added |
| Horizon Kinetics Asset Management LLC | 3,018 | $438.9K | 0.01% | +257+9.3% | Added |
| Ten Capital Wealth Advisors, LLC | 3,025 | $439.0K | 0.13% | +1,875+163.0% | Added |
| Triune Financial Partners, LLC | 3,023 | $439.6K | 0.18% | +1,282+73.6% | Added |
| Cook Wealth Management Group LLC | 2,823 | $440.4K | 0.34% | +235+9.1% | Added |
| Measured Wealth Private Client Group, LLC | 3,029 | $440.5K | 0.17% | −20−0.7% | Reduced |
| Barings LLC | 3,034 | $441.3K | 0.01% | −490−13.9% | Reduced |
| Bridgeworth, LLC | 3,044 | $442.7K | 0.05% | +355+13.2% | Added |
| Lane & Associates LLC | 3,045 | $442.8K | 0.35% | +383+14.4% | Added |
| Jackson Creek Investment Advisors LLC | 3,057 | $445.0K | 0.18% | +3,057 | New |
| Howard Wealth Management, LLC | 3,062 | $445.3K | 0.39% | 00.0% | Unchanged |
| Financial Advisory Corp | 3,070 | $446.0K | 0.20% | −95−3.0% | Reduced |
| Pin Oak Investment Advisors Inc | 3,069 | $446.0K | 0.49% | −21−0.7% | Reduced |
| Archetype Wealth Partners | 3,064 | $446.0K | 0.09% | +428+16.2% | Added |
| CenterStar Asset Management, LLC | 3,072 | $447.0K | 0.41% | +3,072 | New |
| Northwest Investment Counselors, LLC | 3,074 | $447.0K | 0.12% | −350−10.2% | Reduced |
| Cypress Capital Management LLC (WY) | 3,075 | $447.2K | 0.50% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 3,078 | $447.6K | 0.29% | −332−9.7% | Reduced |
| Cohen & Steers, Inc. | 3,077 | $448.0K | 0.00% | −1,513−33.0% | Reduced |
| Sassicaia Capital Advisers LLC | 3,081 | $448.1K | 0.38% | +3,081 | New |
| Mayfair Advisory Group, LLC | 3,114 | $449.5K | 0.45% | +36+1.2% | Added |
| Levy Wealth Management Group, LLC | 3,095 | $450.1K | 0.13% | +20+0.7% | Added |
| Heck Capital Advisors, LLC | 3,099 | $450.7K | 0.08% | −72−2.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,044 | $450.9K | 0.33% | +265+9.5% | Added |
| Emerald Advisors, LLC | 3,105 | $451.5K | 0.11% | +103+3.4% | Added |
| McGowan Group Asset Management, Inc. | 3,112 | $452.6K | 0.07% | +836+36.7% | Added |
| Trellis Advisors, LLC | 3,114 | $452.9K | 0.20% | +26+0.8% | Added |
| Symphony Financial, Ltd. Co. | 3,153 | $452.9K | 0.11% | +214+7.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,131 | $455.5K | 0.06% | −809−20.5% | Reduced |
| Vista Capital Partners, Inc. | 3,135 | $456.0K | 0.06% | −179−5.4% | Reduced |
| Dakota Community Bank & Trust NA | 3,146 | $457.6K | 2.70% | −18−0.6% | Reduced |
| Gitterman Wealth Management, LLC | 3,149 | $458.0K | 0.21% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,151 | $458.3K | 0.32% | +398+14.5% | Added |
| Options Solutions, LLC | 3,154 | $458.8K | 0.45% | −2,598−45.2% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,162 | $459.8K | 0.06% | +10.0% | Added |
| Legacy Financial Strategies, LLC | 3,165 | $460.3K | 0.15% | +639+25.3% | Added |
| Warren Street Wealth Advisors, LLC | 3,172 | $461.3K | 0.30% | +1,585+99.9% | Added |
| Syntegra Private Wealth Group, LLC | 3,176 | $462.0K | 0.07% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,188 | $463.7K | 0.06% | −66−2.0% | Reduced |
| Teza Capital Management LLC | 3,192 | $464.2K | 0.08% | −274−7.9% | Reduced |
| WNY Asset Management, LLC | 3,193 | $464.4K | 0.10% | −99−3.0% | Reduced |
| Wolff Financial Management LLC | 3,216 | $468.0K | 0.41% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,221 | $468.5K | 0.42% | +230+7.7% | Added |
| MUFG Securities EMEA plc | 3,224 | $468.9K | 0.01% | −13,320−80.5% | Reduced |
| Deltec Asset Management LLC | 3,225 | $469.0K | 0.10% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 3,227 | $469.4K | 0.10% | −28−0.9% | Reduced |
| Prosperity Financial Group, Inc. | 3,232 | $470.1K | 0.41% | +716+28.5% | Added |
| Cassady Schiller Wealth Management, LLC | 3,243 | $471.7K | 0.26% | +41+1.3% | Added |
| Weaver Consulting Group | 3,248 | $472.3K | 0.21% | +58+1.8% | Added |
| Gsa Capital Partners LLP | 3,278 | $477.0K | 0.05% | −15,512−82.6% | Reduced |
| Koss-Olinger Consulting, LLC | 3,277 | $477.0K | 0.06% | −100−3.0% | Reduced |
| Pitti Group Wealth Management, LLC | 3,286 | $477.9K | 0.54% | +174+5.6% | Added |
| Advance Capital Management, Inc. | 3,289 | $478.4K | 0.05% | +390+13.5% | Added |
| Guidance Capital, Inc | 3,107 | $479.9K | 0.21% | +3,107 | New |
| Westwood Management Corp | 3,300 | $480.0K | 0.06% | −2,000−37.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,312 | $481.7K | 0.22% | +3,312 | New |
| Watershed Private Wealth LLC | 3,318 | $482.5K | 0.29% | +194+6.2% | Added |
| Holland Advisory Services, Inc. | 3,321 | $483.0K | 0.62% | 00.0% | Unchanged |
| Cedrus LLC | 3,328 | $484.0K | 0.34% | −125−3.6% | Reduced |
| Lockerman Financial Group, Inc. | 3,328 | $484.0K | 1.34% | +32+1.0% | Added |