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 |
|---|---|---|---|---|---|
| Crown Wealth Group, LLC | 4,526 | $658.3K | 0.52% | −240−5.0% | Reduced |
| Liberty Wealth Management LLC | 4,536 | $659.8K | 0.16% | −2,655−36.9% | Reduced |
| Merrion Investment Management Co, LLC | 4,544 | $660.9K | 0.56% | 00.0% | Unchanged |
| Humankind Investments LLC | 4,553 | $662.2K | 0.26% | −347−7.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,559 | $663.0K | 0.22% | +220+5.1% | Added |
| Day & Ennis, LLC | 4,571 | $664.8K | 0.25% | +228+5.2% | Added |
| Concorde Asset Management, LLC | 4,244 | $665.5K | 0.61% | −109−2.5% | Reduced |
| Matisse Capital | 4,581 | $666.3K | 0.41% | 00.0% | Unchanged |
| Planning Center, Inc. | 4,584 | $666.7K | 0.17% | +108+2.4% | Added |
| Luts & Greenleigh Group, Inc | 4,597 | $668.6K | 0.82% | +705+18.1% | Added |
| Benchmark Investment Advisors LLC | 4,599 | $668.9K | 0.62% | +10+0.2% | Added |
| Southeast Asset Advisors Inc. | 4,604 | $669.6K | 0.10% | +6+0.1% | Added |
| S. R. Schill & Associates | 4,604 | $669.6K | 0.30% | +445+10.7% | Added |
| PFW Advisors LLC | 4,337 | $669.9K | 0.22% | +4,337 | New |
| Avalon Trust Co | 4,610 | $670.5K | 0.06% | +325+7.6% | Added |
| Cardinal Strategic Wealth Guidance | 4,649 | $673.0K | 0.30% | −9−0.2% | Reduced |
| Rock Creek Group, LP | 4,630 | $673.4K | 0.10% | +993+27.3% | Added |
| Fca Corp | 4,633 | $673.8K | 0.25% | −44−0.9% | Reduced |
| Sutton Place Investors LLC | 4,645 | $675.6K | 0.94% | +42+0.9% | Added |
| Davidson Investment Advisors | 4,648 | $676.0K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 4,654 | $676.9K | 0.36% | +4,654 | New |
| Diamant Asset Management, Inc. | 4,671 | $679.4K | 0.52% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,678 | $680.4K | 0.16% | +96+2.1% | Added |
| Ullmann Financial Group, Inc. | 4,680 | $680.7K | 0.14% | −11−0.2% | Reduced |
| Forum Private Client Group LLC | 4,681 | $680.8K | 0.39% | +14+0.3% | Added |
| Requisite Capital Management, LLC | 4,688 | $681.8K | 0.17% | 00.0% | Unchanged |
| Derbend Asset Management | 4,694 | $682.7K | 0.46% | +710+17.8% | Added |
| Private Wealth Strategies, L.L.C. | 4,700 | $683.6K | 0.16% | +68+1.5% | Added |
| Weinberger Asset Management, Inc | 4,701 | $683.7K | 0.38% | +306+7.0% | Added |
| Red Wave Investments LLC | 4,719 | $686.3K | 0.28% | +65+1.4% | Added |
| Centurion Wealth Management LLC | 4,719 | $686.4K | 0.33% | +172+3.8% | Added |
| Axim Planning & Wealth | 4,720 | $686.5K | 0.62% | +73+1.6% | Added |
| GenWealth Group, Inc. | 4,729 | $687.8K | 0.20% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 4,729 | $687.8K | 0.01% | +2,290+93.9% | Added |
| Triumph Capital Management | 4,736 | $688.8K | 0.31% | −761−13.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,742 | $689.7K | 0.22% | −135−2.8% | Reduced |
| Latitude Advisors, LLC | 4,749 | $690.7K | 0.48% | −1,526−24.3% | Reduced |
| Horizon Wealth Management, LLC | 4,760 | $692.2K | 0.27% | +14+0.3% | Added |
| Trinity Legacy Partners, LLC | 4,763 | $692.7K | 0.24% | −190−3.8% | Reduced |
| Paladin Advisory Group, LLC | 4,783 | $695.6K | 0.56% | +13+0.3% | Added |
| Wendell David Associates Inc | 4,804 | $699.0K | 0.08% | −75−1.5% | Reduced |
| Sweet Financial Partners, LLC | 4,812 | $699.8K | 0.18% | −58−1.2% | Reduced |
| Lee Financial Co | 4,820 | $701.1K | 0.12% | −173−3.5% | Reduced |
| Sovereign Financial Group, Inc. | 4,827 | $702.0K | 0.23% | +306+6.8% | Added |
| Vigilare Wealth Management | 4,838 | $703.7K | 0.41% | −64−1.3% | Reduced |
| Insight Advisors, LLC | 4,841 | $704.0K | 0.16% | +427+9.7% | Added |
| Hamilton Capital, LLC | 4,851 | $705.5K | 0.05% | −752−13.4% | Reduced |
| E Fund Management Co., Ltd. | 4,881 | $710.0K | 0.06% | −583−10.7% | Reduced |
| Financial Partners Group, Inc | 4,559 | $711.3K | 0.14% | −568−11.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,892 | $711.4K | 0.13% | −412−7.8% | Reduced |
| Reston Wealth Management LLC | 4,907 | $713.7K | 0.34% | +112+2.3% | Added |
| Great Diamond Partners, LLC | 4,922 | $715.9K | 0.19% | +59+1.2% | Added |
| Retirement Planning Co of New England, Inc. | 4,930 | $717.0K | 0.41% | +32+0.7% | Added |
| CJM Wealth Advisers, Ltd. | 4,948 | $719.6K | 0.37% | +20.0% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $719.9K | 0.40% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 4,954 | $720.5K | 0.36% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 4,957 | $720.9K | 0.09% | +1,030+26.2% | Added |
| Flagstone Financial Management | 4,958 | $721.1K | 0.34% | +206+4.3% | Added |
| Michael B. Yongue | 4,962 | $721.7K | 0.67% | −266−5.1% | Reduced |
| Bay Rivers Group | 4,964 | $722.0K | 0.54% | −560−10.1% | Reduced |
| Landaas & Co | 4,955 | $724.0K | 0.32% | +5+0.1% | Added |
| Hofer & Associates. Inc | 4,979 | $724.2K | 0.70% | −115−2.3% | Reduced |
| Alliance Wealth Management Group | 4,991 | $725.9K | 0.24% | −251−4.8% | Reduced |
| Howard Financial Services, Ltd. | 4,996 | $726.6K | 0.17% | +298+6.3% | Added |
| JBF Capital, Inc. | 5,000 | $727.2K | 0.15% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 5,002 | $727.5K | 0.49% | +15+0.3% | Added |
| Pine Haven Investment Counsel, Inc | 5,009 | $728.5K | 0.73% | +1,698+51.3% | Added |
| Eagle Harbor Asset Management Inc | 5,020 | $730.1K | 0.96% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,026 | $731.0K | 0.25% | −852−14.5% | Reduced |
| Fairview Capital Investment Management, LLC | 5,045 | $733.7K | 0.05% | −800−13.7% | Reduced |
| Evolution Wealth Advisors, LLC | 5,050 | $734.5K | 0.16% | +702+16.1% | Added |
| Tranquilli Financial Advisor LLC | 5,061 | $736.1K | 0.52% | +37+0.7% | Added |
| Omnia Family Wealth, LLC | 5,064 | $736.5K | 0.50% | +61+1.2% | Added |
| Tributary Capital Management, LLC | 5,092 | $740.6K | 0.07% | −150−2.9% | Reduced |
| Market Street Wealth Management Advisors LLC | 5,097 | $741.3K | 0.19% | +515+11.2% | Added |
| Signature Estate & Investment Advisors LLC | 5,113 | $743.0K | 0.02% | −90−1.7% | Reduced |
| Narus Financial Partners, LLC | 5,122 | $744.9K | 0.38% | −1,010−16.5% | Reduced |
| Crewe Advisors LLC | 5,122 | $744.9K | 0.10% | −461−8.3% | Reduced |
| Capital Management Associates | 5,132 | $746.4K | 1.10% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,143 | $747.9K | 0.36% | +89+1.8% | Added |
| Security National Bank of So Dak | 5,166 | $751.3K | 0.54% | +5,166 | New |
| Alliance Wealth Advisors, LLC | 5,174 | $752.5K | 0.54% | +207+4.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,175 | $752.7K | 0.00% | −1,300−20.1% | Reduced |
| Campion Asset Management LLC | 5,175 | $752.7K | 0.67% | +110+2.2% | Added |
| Kennedy Investment Group | 5,189 | $754.7K | 0.44% | −487−8.6% | Reduced |
| Private Capital Management LLC | 5,190 | $754.8K | 0.22% | −622−10.7% | Reduced |
| LVZ Advisors, Inc. | 5,198 | $755.9K | 0.11% | −32−0.6% | Reduced |
| Perritt Capital Management Inc | 5,198 | $756.0K | 0.41% | 00.0% | Unchanged |
| Drake & Associates, LLC | 5,210 | $757.8K | 0.34% | +16+0.3% | Added |
| Westside Investment Management, Inc. | 5,229 | $760.7K | 0.21% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 5,231 | $760.8K | 0.28% | −305−5.5% | Reduced |
| Joule Financial, LLC | 5,231 | $760.8K | 0.39% | +303+6.1% | Added |
| Diligent Investors, LLC | 5,238 | $761.8K | 0.23% | +188+3.7% | Added |
| Eaton Financial Holdings Company, LLC | 5,240 | $762.1K | 0.57% | −40−0.8% | Reduced |
| One River Asset Management, LLC | 5,319 | $764.7K | 0.61% | +317+6.3% | Added |
| Menard Financial Group LLC | 5,265 | $765.7K | 1.57% | −16−0.3% | Reduced |
| Horan Securities, Inc. | 5,265 | $765.8K | 0.32% | +1,568+42.4% | Added |
| Gordian Capital Singapore Pte Ltd | 5,278 | $767.6K | 1.07% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 5,298 | $770.5K | 0.38% | +1,925+57.1% | Added |
| Black Diamond Financial, LLC | 5,298 | $770.6K | 0.23% | −432−7.5% | Reduced |