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 |
|---|---|---|---|---|---|
| United Community Bank | 3,333 | $484.8K | 0.43% | +725+27.8% | Added |
| GeoWealth Management, LLC | 3,348 | $486.0K | 0.05% | +1,033+44.6% | Added |
| Fortis Group Advisors, LLC | 3,346 | $486.6K | 0.13% | +3+0.1% | Added |
| Merriman Wealth Management, LLC | 3,347 | $486.8K | 0.02% | −390−10.4% | Reduced |
| Full Sail Capital, LLC | 3,352 | $487.5K | 0.04% | +72+2.2% | Added |
| S.A. Mason LLC | 3,756 | $489.4K | 0.36% | 00.0% | Unchanged |
| J2 Capital Management Inc | 3,380 | $491.6K | 0.58% | +979+40.8% | Added |
| Borer Denton & Associates, Inc. | 3,381 | $491.7K | 0.19% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 3,391 | $493.2K | 0.38% | +41+1.2% | Added |
| Youngs Advisory Group, Inc. | 3,395 | $493.8K | 0.27% | +57+1.7% | Added |
| Montis Financial, LLC | 3,400 | $494.5K | 0.33% | −145−4.1% | Reduced |
| First Community Trust NA | 3,406 | $495.4K | 0.55% | −530−13.5% | Reduced |
| Bridge Advisory, LLC | 3,411 | $496.0K | 0.18% | +219+6.9% | Added |
| Kingdom Financial Group LLC. | 3,417 | $497.0K | 0.49% | +3,417 | New |
| Independent Family Office, LLC | 3,422 | $497.7K | 0.30% | 00.0% | Unchanged |
| Unionview, LLC | 3,423 | $497.8K | 0.45% | −170−4.7% | Reduced |
| BCJ Capital Management, LLC | 3,430 | $498.9K | 0.04% | −178−4.9% | Reduced |
| Keb Asset Management, LLC | 3,436 | $499.7K | 0.21% | −36−1.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 3,440 | $500.3K | 0.22% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 3,442 | $500.6K | 0.31% | +183+5.6% | Added |
| Forefront Analytics, LLC | 3,450 | $501.8K | 0.29% | +36+1.1% | Added |
| Meridian Financial, LLC | 3,455 | $502.5K | 0.45% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,468 | $504.4K | 0.18% | −2,730−44.0% | Reduced |
| ML & R Wealth Management LLC | 3,475 | $505.4K | 0.11% | −13−0.4% | Reduced |
| Stelac Advisory Services LLC | 3,478 | $505.8K | 0.23% | −403−10.4% | Reduced |
| Jacobsen Capital Management | 3,481 | $506.3K | 0.26% | −137−3.8% | Reduced |
| Albert D Mason Inc | 3,485 | $507.0K | 0.35% | 00.0% | Unchanged |
| 1776 Wealth LLC | 3,492 | $507.9K | 0.27% | +15+0.4% | Added |
| Brown Wealth Management, LLC | 3,496 | $508.5K | 0.26% | +3,496 | New |
| Pasadena Private Wealth, LLC | 3,497 | $508.6K | 0.14% | +39+1.1% | Added |
| Insight 2811, Inc. | 3,498 | $508.7K | 0.28% | −1,051−23.1% | Reduced |
| Codex Capital, L.L.C. | 3,500 | $509.0K | 0.33% | +1,500+75.0% | Added |
| Northstar Group, Inc. | 3,506 | $509.9K | 0.12% | −599−14.6% | Reduced |
| Coco Enterprises, LLC | 3,525 | $513.2K | 0.39% | −309−8.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 3,535 | $514.1K | 0.15% | +96+2.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,535 | $514.1K | 0.00% | −16−0.5% | Reduced |
| Cascade Investment Advisors, Inc. | 3,538 | $514.6K | 0.38% | +75+2.2% | Added |
| Reuter James Wealth Management, LLC | 3,540 | $514.8K | 0.62% | −35−1.0% | Reduced |
| HC Advisors, LLC | 3,543 | $515.3K | 0.30% | −613−14.7% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 3,550 | $516.3K | 0.24% | +624+21.3% | Added |
| Collective Family Office LLC | 3,556 | $517.2K | 0.20% | −119−3.2% | Reduced |
| Kenfarb & Co. | 3,562 | $518.1K | 0.45% | −30−0.8% | Reduced |
| HTG Investment Advisors, Inc. | 3,565 | $518.5K | 0.43% | +100+2.9% | Added |
| Bender Robert & Associates | 3,566 | $518.6K | 0.14% | −512−12.6% | Reduced |
| Successful Portfolios LLC | 3,566 | $518.7K | 0.45% | −3,486−49.4% | Reduced |
| Laraway Financial Inc | 3,573 | $519.7K | 0.51% | −200−5.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,580 | $520.7K | 0.13% | −400−10.1% | Reduced |
| Alliance Wealth Advisors, LLC | 3,580 | $520.7K | 0.19% | +62+1.8% | Added |
| Armstrong Advisory Group, Inc | 3,591 | $522.3K | 0.06% | −333−8.5% | Reduced |
| Kathmere Capital Management, LLC | 3,594 | $522.7K | 0.08% | +60+1.7% | Added |
| Meridian Wealth Partners, LLC | 3,600 | $523.6K | 0.11% | +132+3.8% | Added |
| Dimension Capital Management LLC | 3,603 | $524.0K | 0.11% | +321+9.8% | Added |
| Braun-Bostich & Associates Inc. | 3,607 | $524.6K | 1.12% | +513+16.6% | Added |
| Per Stirling Capital Management, LLC. | 3,613 | $525.5K | 0.11% | −30−0.8% | Reduced |
| Financial Advisory Group | 3,614 | $525.6K | 0.10% | −92−2.5% | Reduced |
| Vawter Financial, Ltd. | 1,314 | $525.6K | 0.45% | +1,314 | New |
| Total Investment Management Inc | 3,621 | $526.7K | 0.07% | +208+6.1% | Added |
| Plan Group Financial, LLC | 3,600 | $526.8K | 0.44% | +3,600 | New |
| Cherry Tree Wealth Management, LLC | 3,627 | $527.5K | 0.15% | +3,627 | New |
| Invenio Wealth Partners LLC | 3,627 | $527.5K | 0.60% | +3,627 | New |
| Cahaba Wealth Management, Inc. | 3,630 | $527.9K | 0.06% | −35−1.0% | Reduced |
| Investment Advisory Group, LLC | 3,633 | $528.4K | 0.27% | +90+2.5% | Added |
| National Wealth Management Group, LLC | 3,397 | $529.5K | 0.55% | +3,397 | New |
| Tandem Investment Advisors, Inc. | 3,644 | $530.0K | 0.02% | +912+33.4% | Added |
| Yarger Wealth Strategies, LLC | 3,649 | $530.7K | 0.48% | −194−5.0% | Reduced |
| Live Oak Investment Partners | – | $530.8K | 0.44% | – | – |
| Harbor Group, Inc. | 3,653 | $531.3K | 0.29% | −434−10.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,655 | $531.5K | 0.10% | +348+10.5% | Added |
| Quantum Private Wealth, LLC | 3,656 | $531.7K | 0.25% | −3,901−51.6% | Reduced |
| Goldstream Capital Management Ltd | 3,656 | $531.7K | 0.39% | +1,675+84.6% | Added |
| Cavalier Investments, LLC | 3,663 | $532.7K | 0.19% | +220+6.4% | Added |
| OneAscent Wealth Management LLC | 3,669 | $534.0K | 0.25% | +3,669 | New |
| Dougherty Wealth Advisers LLC | 3,674 | $534.3K | 0.73% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 3,676 | $534.6K | 0.11% | +735+25.0% | Added |
| Rede Wealth, LLC | 3,689 | $536.6K | 0.25% | −1,599−30.2% | Reduced |
| Ruggaard & Associates LLC | 3,690 | $536.7K | 0.31% | +55+1.5% | Added |
| Shilanski & Associates, Inc. | 3,692 | $537.0K | 0.22% | −68−1.8% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,693 | $537.2K | 0.28% | −2,234−37.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3,694 | $537.3K | 0.09% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 3,702 | $538.1K | 0.11% | +1,858+100.8% | Added |
| Nottingham Advisors, Inc. | 3,701 | $538.3K | 0.07% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 3,706 | $539.0K | 0.82% | +8+0.2% | Added |
| Partners Capital Investment Group, LLP | 3,707 | $539.1K | 0.01% | +3,707 | New |
| Hourglass Capital, LLC | 3,713 | $540.0K | 0.19% | 00.0% | Unchanged |
| Clarity Financial LLC | 3,714 | $540.1K | 0.08% | +3,714 | New |
| RBA Wealth Management, LLC | 3,756 | $546.3K | 0.25% | −30,084−88.9% | Reduced |
| Santori & Peters | 3,761 | $547.0K | 0.27% | +13+0.3% | Added |
| Portland Global Advisors LLC | 3,775 | $549.0K | 0.09% | −439−10.4% | Reduced |
| Dempze Nancy E | 3,778 | $549.5K | 0.47% | −30−0.8% | Reduced |
| Tillman Hartley LLC | 3,779 | $549.6K | 0.22% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,779 | $549.6K | 0.35% | −697−15.6% | Reduced |
| LCM Capital Management Inc | 3,782 | $550.1K | 0.45% | −18−0.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,797 | $552.2K | 0.00% | +2,054+117.8% | Added |
| Community Capital Management, Inc. | 3,800 | $552.7K | 0.77% | −850−18.3% | Reduced |
| Cassia Capital Partners, LLC | 3,810 | $554.1K | 0.44% | +3,810 | New |
| GTS Securities LLC | 3,812 | $554.4K | 0.02% | +3,812 | New |
| Silverlake Wealth Management LLC | 3,812 | $554.4K | 0.31% | −74−1.9% | Reduced |
| Wealthstream Advisors, Inc. | 3,817 | $555.1K | 0.29% | +528+16.1% | Added |
| Paragon Capital Management Ltd | 3,824 | $556.2K | 0.12% | −105−2.7% | Reduced |
| Selective Wealth Management, Inc. | 3,835 | $556.6K | 0.28% | +3,835 | New |