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
- 1,624 more added
- Sold out
- 96
- 1,515 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Allied Investment Advisors, LLC | 72,855 | $10.6M | 3.07% | +1,972+2.8% | Added |
| Boston Financial Mangement LLC | 72,716 | $10.6M | 0.38% | +4,016+5.8% | Added |
| Cypress Capital Group | 72,702 | $10.6M | 1.53% | +7,447+11.4% | Added |
| Cohen Klingenstein LLC | 72,700 | $10.6M | 0.46% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 72,360 | $10.5M | 1.10% | −4,341−5.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 72,230 | $10.5M | 1.96% | +15,830+28.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 72,214 | $10.5M | 0.33% | +2,068+2.9% | Added |
| Holowesko Partners Ltd. | 72,100 | $10.5M | 4.59% | +20,000+38.4% | Added |
| Ally Financial Inc. | 72,000 | $10.5M | 1.46% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 71,701 | $10.4M | 1.41% | −125−0.2% | Reduced |
| Sowell Financial Services LLC | 71,673 | $10.4M | 0.58% | +13,105+22.4% | Added |
| Caldwell Trust Co | 71,369 | $10.4M | 1.35% | +60+0.1% | Added |
| Country Club Bank | 72,320 | $10.4M | 0.82% | −3,800−5.0% | Reduced |
| Legacy Private Trust Co. | 71,068 | $10.3M | 0.85% | −1,918−2.6% | Reduced |
| Pettee Investors, Inc. | 70,984 | $10.3M | 4.67% | +577+0.8% | Added |
| Woodstock Corp | 70,889 | $10.3M | 1.22% | +400+0.6% | Added |
| Everence Capital Management Inc | 75,425 | $10.2M | 0.83% | 00.0% | Unchanged |
| NewSquare Capital LLC | 70,209 | $10.2M | 1.06% | +24,552+53.8% | Added |
| Ropes Wealth Advisors LLC | 70,178 | $10.2M | 1.69% | +2,508+3.7% | Added |
| Siemens Fonds Invest GmbH | 70,342 | $10.2M | 0.99% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 69,995 | $10.2M | 1.50% | +69,995 | New |
| Community Bank of Raymore | 69,976 | $10.2M | 4.40% | −7,621−9.8% | Reduced |
| Motley Fool Asset Management LLC | 69,877 | $10.2M | 0.90% | +5,267+8.2% | Added |
| Schonfeld Strategic Advisors LLC | 69,708 | $10.1M | 0.09% | +52,454+304.0% | Added |
| Journey Advisory Group, LLC | 69,601 | $10.1M | 1.51% | +2,035+3.0% | Added |
| Buckley Wealth Management, LLC | 69,517 | $10.1M | 3.44% | −251−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 69,474 | $10.1M | 2.37% | +594+0.9% | Added |
| PEAK6 Investments LLC | 69,453 | $10.1M | 0.86% | −51,059−42.4% | Reduced |
| Baldwin Brothers Inc | 69,266 | $10.1M | 0.83% | +6,517+10.4% | Added |
| Freemont Management S.A. | 69,100 | $10.0M | 1.26% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 69,075 | $10.0M | 1.26% | +14,628+26.9% | Added |
| Camden Capital, LLC | 68,960 | $10.0M | 1.14% | +3,206+4.9% | Added |
| Altrafin AG | 68,906 | $10.0M | 4.50% | −5,268−7.1% | Reduced |
| Dynamic Advisor Solutions LLC | 68,692 | $9.99M | 0.52% | +2,883+4.4% | Added |
| Global Retirement Partners, LLC | 68,636 | $9.98M | 0.49% | +5,928+9.5% | Added |
| Wellington Shields Capital Management, LLC | 68,483 | $9.96M | 1.22% | −104,881−60.5% | Reduced |
| Tompkins Financial Corp | 68,432 | $9.95M | 1.56% | −2,809−3.9% | Reduced |
| Xcel Wealth Management, LLC | 68,413 | $9.95M | 3.14% | −425−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 68,303 | $9.93M | 0.33% | +6,803+11.1% | Added |
| Vestcor Inc | 68,254 | $9.93M | 0.36% | −1,047−1.5% | Reduced |
| JCIC Asset Management Inc. | 68,056 | $9.90M | 4.49% | −3,850−5.4% | Reduced |
| Vinva Investment Management Ltd | 68,952 | $9.89M | 0.87% | −6,695−8.9% | Reduced |
| Axxcess Wealth Management, LLC | 67,771 | $9.86M | 0.71% | −23,002−25.3% | Reduced |
| DuPont Capital Management Corp | 67,634 | $9.84M | 0.48% | +186+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 67,591 | $9.83M | 0.63% | +9,000+15.4% | Added |
| Edge Capital Group, LLC | 67,369 | $9.80M | 0.56% | −38,586−36.4% | Reduced |
| Barbara Oil Co. | 67,000 | $9.74M | 4.47% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 66,799 | $9.72M | 1.04% | +412+0.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 66,687 | $9.70M | 1.31% | −1,177−1.7% | Reduced |
| Stokes Family Office, LLC | 66,623 | $9.69M | 1.12% | +1,953+3.0% | Added |
| One Capital Management, LLC | 66,484 | $9.67M | 0.44% | +523+0.8% | Added |
| Naples Global Advisors, LLC | 66,010 | $9.60M | 1.13% | +1,816+2.8% | Added |
| Buffington Mohr McNeal | 65,525 | $9.53M | 2.06% | −3,550−5.1% | Reduced |
| Toroso Investments, LLC | 65,429 | $9.52M | 0.28% | +12,065+22.6% | Added |
| Laurel Wealth Advisors LLC | 65,395 | $9.51M | 1.92% | −1,674−2.5% | Reduced |
| Invictus Private Wealth, LLC | 65,241 | $9.49M | 1.02% | −899−1.4% | Reduced |
| Ar Asset Management Inc | 65,231 | $9.49M | 2.55% | −2,200−3.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 65,097 | $9.47M | 1.00% | −4,106−5.9% | Reduced |
| Farmers National Bank | 65,008 | $9.45M | 3.23% | −899−1.4% | Reduced |
| Bank of Hawaii | 64,859 | $9.43M | 0.52% | −224−0.3% | Reduced |
| Visionary Wealth Advisors | 64,828 | $9.43M | 0.75% | −888−1.4% | Reduced |
| Dorchester Wealth Management Co | 64,789 | $9.42M | 1.92% | −430−0.7% | Reduced |
| Constitution Capital LLC | 64,403 | $9.37M | 5.33% | −154−0.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 64,351 | $9.36M | 4.03% | +297+0.5% | Added |
| Clough Capital Partners L P | 64,200 | $9.34M | 0.94% | +1,700+2.7% | Added |
| Hills Bank & Trust Co | 64,180 | $9.33M | 1.20% | −782−1.2% | Reduced |
| Alerus Financial NA | 64,133 | $9.33M | 0.79% | +2,192+3.5% | Added |
| Live Oak Private Wealth LLC | 64,111 | $9.32M | 1.86% | +205+0.3% | Added |
| Signaturefd, LLC | 64,077 | $9.32M | 0.24% | +2,921+4.8% | Added |
| Ballentine Partners, LLC | 63,959 | $9.30M | 0.21% | +2,151+3.5% | Added |
| Beverly Hills Private Wealth, LLC | 59,244 | $9.24M | 1.52% | +20,856+54.3% | Added |
| Greystone Financial Group, LLC | 63,485 | $9.23M | 2.14% | +26,671+72.4% | Added |
| Boston Family Office LLC | 63,358 | $9.21M | 0.71% | −57−0.1% | Reduced |
| Hoertkorn Richard Charles | 63,298 | $9.21M | 4.43% | −125−0.2% | Reduced |
| Skylands Capital, LLC | 63,250 | $9.20M | 1.32% | −1,600−2.5% | Reduced |
| Thoroughbred Financial Services, LLC | 63,240 | $9.20M | 1.21% | +815+1.3% | Added |
| Inlet Private Wealth, LLC | 63,106 | $9.18M | 2.32% | −100−0.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 63,062 | $9.17M | 0.13% | +1,847+3.0% | Added |
| Fagan Associates, Inc. | 62,615 | $9.11M | 2.21% | −540−0.9% | Reduced |
| Foster & Motley Inc | 62,599 | $9.10M | 0.71% | +11,399+22.3% | Added |
| Tower Research Capital LLC (TRC) | 62,442 | $9.08M | 0.30% | +41+0.1% | Added |
| Red Door Wealth Management, LLC | 62,372 | $9.07M | 2.01% | +9,561+18.1% | Added |
| Carmel Capital Management L.L.C. | 62,353 | $9.07M | 4.71% | +600+1.0% | Added |
| Bridgecreek Investment Management, LLC | 62,315 | $9.06M | 1.74% | −875−1.4% | Reduced |
| Waycross Partners, LLC | 62,299 | $9.06M | 1.97% | +13,409+27.4% | Added |
| Sara-Bay Financial | 62,268 | $9.06M | 4.40% | −218−0.3% | Reduced |
| Venator Management LLC | 62,235 | $9.05M | 3.30% | −75−0.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 62,218 | $9.05M | 2.98% | +68+0.1% | Added |
| D L Carlson Investment Group Inc | 62,086 | $9.03M | 1.72% | +4,894+8.6% | Added |
| Moody National Bank Trust Division | 62,007 | $9.02M | 0.62% | −469−0.8% | Reduced |
| Northern Oak Wealth Management Inc | 61,898 | $9.00M | 1.07% | −9,388−13.2% | Reduced |
| Symmetry Partners, LLC | 61,619 | $8.96M | 0.47% | +4,289+7.5% | Added |
| BancorpSouth Bank | 61,517 | $8.95M | 0.78% | +93+0.2% | Added |
| Stratos Wealth Advisors, LLC | 61,375 | $8.93M | 0.63% | −369−0.6% | Reduced |
| David Loasby | 61,862 | $8.86M | 0.97% | −1,267−2.0% | Reduced |
| Cypress Asset Management Inc | 60,531 | $8.84M | 2.85% | −1,271−2.1% | Reduced |
| Pioneer Trust Bank N A | 60,810 | $8.84M | 2.55% | −411−0.7% | Reduced |
| Camden National Bank | 60,691 | $8.83M | 1.73% | −505−0.8% | Reduced |
| Royal Fund Management, LLC | 60,562 | $8.81M | 1.24% | +92+0.2% | Added |
| Veriti Management LLC | 60,345 | $8.78M | 0.98% | +2,351+4.1% | Added |