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 |
|---|---|---|---|---|---|
| Alpha Financial Partners, LLC | 3,831 | $557.1K | 0.59% | −120−3.0% | Reduced |
| Diversified Portfolios, Inc. | 3,840 | $558.5K | 0.11% | −64−1.6% | Reduced |
| MQS Management LLC | 3,843 | $558.9K | 0.38% | +1,905+98.3% | Added |
| Monument Capital Management | 3,874 | $563.4K | 0.18% | +1,867+93.0% | Added |
| Shapiro Capital Management LLC | 3,880 | $564.3K | 0.01% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 3,882 | $565.0K | 0.26% | −83−2.1% | Reduced |
| Park Circle Co | 3,900 | $567.2K | 0.53% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 3,906 | $568.6K | 0.25% | +313+8.7% | Added |
| Auto-Owners Insurance Co | 3,915 | $569.4K | 0.02% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,929 | $571.4K | 0.36% | +121+3.2% | Added |
| Semus Wealth Partners LLC | 3,931 | $571.8K | 0.53% | +88+2.3% | Added |
| Centric Wealth Management | 3,941 | $572.1K | 0.23% | −9−0.2% | Reduced |
| Heritage Investment Group, Inc. | 3,942 | $573.0K | 0.16% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 3,940 | $573.0K | 1.57% | +3,940 | New |
| Pacific Center for Financial Services | 3,949 | $574.4K | 0.19% | +3+0.1% | Added |
| Sage Private Wealth Group, LLC | 3,955 | $575.2K | 0.78% | +2+0.1% | Added |
| Trilogy Capital Inc. | 3,717 | $576.0K | 0.04% | +735+24.6% | Added |
| Mogy Joel R Investment Counsel Inc | 3,966 | $576.8K | 0.05% | −175−4.2% | Reduced |
| LWMG, LLC | 3,967 | $576.9K | 0.16% | +72+1.8% | Added |
| Hassell Wealth Management, LLC | 3,764 | $577.3K | 0.40% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 4,000 | $581.8K | 0.10% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 4,006 | $582.6K | 0.24% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4,015 | $583.9K | 0.16% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,015 | $584.0K | 0.23% | −326−7.5% | Reduced |
| Investmark Advisory Group LLC | 4,021 | $584.8K | 0.39% | −101−2.5% | Reduced |
| D'Orazio & Associates, Inc. | 4,034 | $586.8K | 0.14% | +550+15.8% | Added |
| Verum Partners LLC | 4,040 | $587.6K | 0.53% | +4,040 | New |
| Financial Advisors, LLC | 4,056 | $589.9K | 0.14% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 4,069 | $591.8K | 0.54% | −124−3.0% | Reduced |
| Frank, Rimerman Advisors LLC | 4,076 | $592.8K | 0.14% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 4,095 | $595.5K | 0.07% | +3+0.1% | Added |
| Future Financial Wealth Managment LLC | 4,101 | $596.4K | 0.63% | −1,000−19.6% | Reduced |
| Maltin Wealth Management, Inc. | 4,104 | $596.9K | 0.42% | −737−15.2% | Reduced |
| Clear Street Markets LLC | 4,107 | $597.0K | 0.25% | −424−9.4% | Reduced |
| Pensionmark Financial Group, LLC | 4,112 | $598.1K | 0.12% | +1,139+38.3% | Added |
| Keystone Wealth Services, LLC | 4,129 | $600.6K | 0.22% | +67+1.6% | Added |
| TrueWealth Advisors, LLC | 4,131 | $600.8K | 0.25% | −44−1.1% | Reduced |
| Schoolcraft Capital LLC | 4,151 | $603.7K | 0.17% | +1,213+41.3% | Added |
| Lumature Wealth Partners, LLC | 4,161 | $605.2K | 0.36% | +225+5.7% | Added |
| Wimmer Associates 1, LLC | 4,165 | $605.8K | 0.36% | −40−1.0% | Reduced |
| Engrave Wealth Partners LLC | 4,170 | $606.5K | 0.19% | −13−0.3% | Reduced |
| Fortis Capital Advisors, LLC | 4,173 | $606.9K | 0.36% | −323−7.2% | Reduced |
| Meridian Management Co | 4,176 | $607.4K | 0.19% | +282+7.2% | Added |
| Capital Advisors Wealth Management, LLC | 4,176 | $607.4K | 0.16% | +700+20.1% | Added |
| Aprio Wealth Management, LLC | 4,178 | $607.7K | 0.17% | −686−14.1% | Reduced |
| Sterling Group Wealth Management, LLC | 4,184 | $608.5K | 0.53% | −20−0.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 4,192 | $609.7K | 0.28% | +1,908+83.5% | Added |
| Affinity Capital Advisors, LLC | 4,192 | $609.8K | 0.17% | +8+0.2% | Added |
| VELA Investment Management, LLC | 4,193 | $609.8K | 0.28% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 4,195 | $610.0K | 0.13% | −25,407−85.8% | Reduced |
| Arkansas Financial Group, Inc. | 4,203 | $611.3K | 0.12% | −241−5.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $613.3K | 0.43% | −375−8.2% | Reduced |
| Bridgewealth Advisory Group, LLC | 4,229 | $615.1K | 1.00% | −197−4.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,233 | $615.6K | 0.66% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 4,234 | $616.0K | 0.11% | +450+11.9% | Added |
| Ellsworth Advisors, LLC | 4,237 | $616.2K | 0.21% | +240+6.0% | Added |
| Granite Harbor Advisors, Inc. | 4,252 | $618.4K | 0.48% | +108+2.6% | Added |
| New Vernon Investment Management LLC | 4,253 | $618.6K | 1.00% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,261 | $619.7K | 0.51% | +17+0.4% | Added |
| Alphadyne Asset Management LP | 4,265 | $620.3K | 1.90% | +4,265 | New |
| Sax Wealth Advisors, LLC | 4,270 | $621.0K | 0.12% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 4,300 | $625.4K | 0.53% | 00.0% | Unchanged |
| Old North State Trust, LLC | 4,303 | $626.0K | 0.46% | 00.0% | Unchanged |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $626.8K | 0.37% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 4,312 | $627.1K | 0.31% | −1,000−18.8% | Reduced |
| Sunburst Financial Group, LLC | 4,313 | $627.2K | 0.22% | +272+6.7% | Added |
| Aua Capital Management, LLC | 4,317 | $627.9K | 0.43% | −725−14.4% | Reduced |
| Ninepoint Partners LP | 4,324 | $628.9K | 0.08% | −397−8.4% | Reduced |
| Jag Capital Management, LLC | 4,325 | $629.0K | 0.07% | −211−4.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 4,333 | $630.0K | 0.01% | −1,019−19.0% | Reduced |
| Ssi Investment Management LLC | 4,334 | $630.3K | 0.04% | −950−18.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,337 | $630.8K | 0.19% | +48+1.1% | Added |
| Family Firm, Inc. | 4,349 | $632.5K | 0.17% | +19+0.4% | Added |
| First National Corp | 4,352 | $633.0K | 0.15% | −12−0.3% | Reduced |
| Elgethun Capital Management | 4,358 | $633.9K | 0.19% | −18,465−80.9% | Reduced |
| Tanager Wealth Management LLP | 4,359 | $633.9K | 0.14% | +387+9.7% | Added |
| Seelaus Asset Management LLC | 4,359 | $634.0K | 0.50% | −270−5.8% | Reduced |
| Phocas Financial Corp. | 4,371 | $635.7K | 0.09% | 00.0% | Unchanged |
| California First Leasing Corp | 4,380 | $637.0K | 0.39% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,389 | $638.3K | 0.09% | +10.0% | Added |
| Quantum Financial Advisors, LLC | 4,391 | $638.7K | 0.19% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4,409 | $641.2K | 0.34% | −5,505−55.5% | Reduced |
| Southland Equity Partners LLC | 4,435 | $645.0K | 0.22% | −1,165−20.8% | Reduced |
| Moran Wealth Management, LLC | 4,438 | $645.5K | 0.02% | +2,474+126.0% | Added |
| Goldstein Advisors, LLC | 4,446 | $646.6K | 0.14% | +13+0.3% | Added |
| First Pacific Advisors, LP | 4,450 | $647.2K | 0.01% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 4,475 | $650.8K | 0.08% | +284+6.8% | Added |
| Astoria Portfolio Advisors LLC. | 4,374 | $651.2K | 0.25% | +137+3.2% | Added |
| KilterHowling LLC | 4,479 | $651.4K | 0.56% | +595+15.3% | Added |
| BMS Financial Advisors, LLC | 4,488 | $652.7K | 0.43% | −1,560−25.8% | Reduced |
| Retirement Income Solutions, Inc | 4,490 | $653.0K | 0.17% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 4,491 | $653.2K | 0.21% | +215+5.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 4,493 | $653.5K | 0.28% | +596+15.3% | Added |
| Tyler-Stone Wealth Management | 4,500 | $654.0K | 0.37% | +4,500 | New |
| Curated Wealth Partners LLC | 4,499 | $654.3K | 0.13% | −14−0.3% | Reduced |
| Axq Capital, LP | 4,500 | $654.5K | 0.81% | +4,500 | New |
| NFP Retirement, Inc. | 4,500 | $654.6K | 0.12% | +10.0% | Added |
| Pure Financial Advisors, Inc. | 4,503 | $655.0K | 0.03% | +93+2.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,509 | $655.8K | 0.25% | +30+0.7% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,521 | $657.5K | 0.25% | +198+4.6% | Added |