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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 60,338 | $8.78M | 0.62% | −3,327−5.2% | Reduced |
| Zuckerman Investment Group, LLC | 60,188 | $8.75M | 1.25% | −179−0.3% | Reduced |
| Lynch & Associates | 60,053 | $8.73M | 2.23% | +244+0.4% | Added |
| Plimoth Trust Co LLC | 60,043 | $8.73M | 2.61% | −59−0.1% | Reduced |
| Stolper Co | 60,019 | $8.73M | 3.67% | −230.0% | Reduced |
| Mark Stevens | 60,002 | $8.73M | 1.12% | +2,923+5.1% | Added |
| Nwi Management LP | 60,000 | $8.73M | 2.49% | 00.0% | Unchanged |
| XML Financial, LLC | 59,972 | $8.72M | 1.01% | +584+1.0% | Added |
| Lakeview Capital Partners, LLC | 59,921 | $8.71M | 1.62% | +7,670+14.7% | Added |
| Verition Fund Management LLC | 59,898 | $8.71M | 0.14% | −26,122−30.4% | Reduced |
| Soltis Investment Advisors LLC | 59,696 | $8.68M | 1.01% | +4,085+7.3% | Added |
| Radnor Capital Management, LLC | 59,344 | $8.63M | 3.69% | +2,861+5.1% | Added |
| Wolverine Trading, LLC | 59,999 | $8.61M | 0.12% | +9,709+19.3% | Added |
| Perennial Advisors, LLC | 59,116 | $8.60M | 2.19% | +1,164+2.0% | Added |
| Greenwood Capital Associates LLC | 58,866 | $8.56M | 1.20% | −12,310−17.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 58,693 | $8.54M | 1.12% | −1,919−3.2% | Reduced |
| First Hawaiian Bank | 58,669 | $8.53M | 0.28% | +3,155+5.7% | Added |
| Barometer Capital Management Inc. | 59,058 | $8.53M | 2.28% | −2,530−4.1% | Reduced |
| Pathstone Family Office, LLC | 61,645 | $8.52M | 0.12% | +942+1.6% | Added |
| Miracle Mile Advisors, LLC | 58,539 | $8.51M | 0.26% | +783+1.4% | Added |
| Bard Financial Services, Inc. | 58,465 | $8.50M | 0.65% | −475−0.8% | Reduced |
| First Western Trust Bank | 58,311 | $8.48M | 0.41% | −511−0.9% | Reduced |
| Cyrus J. Lawrence, LLC | 58,082 | $8.45M | 2.42% | +1,038+1.8% | Added |
| Boyar Asset Management Inc. | 57,978 | $8.43M | 6.24% | −137−0.2% | Reduced |
| Terry L. Blaker | 57,881 | $8.42M | 0.71% | −1,358−2.3% | Reduced |
| Summit Global Investments | 57,819 | $8.41M | 0.56% | +9,323+19.2% | Added |
| Mengis Capital Management, Inc. | 57,799 | $8.41M | 1.68% | +734+1.3% | Added |
| Fulcrum Capital LLC | 57,721 | $8.39M | 2.21% | −1,931−3.2% | Reduced |
| Sigma Investment Counselors Inc | 57,668 | $8.39M | 0.62% | −105−0.2% | Reduced |
| Princeton Global Asset Management LLC | 57,582 | $8.37M | 2.45% | −6,015−9.5% | Reduced |
| Evexia Wealth LLC | 53,391 | $8.37M | 4.02% | −749−1.4% | Reduced |
| Fundamentun, LLC | 57,560 | $8.37M | 1.28% | +3,210+5.9% | Added |
| Covington Investment Advisors Inc. | 57,478 | $8.36M | 1.67% | +6,655+13.1% | Added |
| Paradiem, LLC | 57,266 | $8.33M | 2.37% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 57,153 | $8.31M | 2.82% | +579+1.0% | Added |
| Apriem Advisors | 57,079 | $8.30M | 1.24% | −447−0.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 57,037 | $8.30M | 0.53% | +2,194+4.0% | Added |
| HGK Asset Management Inc | 56,951 | $8.28M | 2.63% | −4,316−7.0% | Reduced |
| Independent Investors Inc | 56,949 | $8.28M | 1.92% | 00.0% | Unchanged |
| Family Capital Trust Co | 56,644 | $8.24M | 2.87% | −77−0.1% | Reduced |
| Hyperion Capital Advisors LP | 56,624 | $8.24M | 4.47% | −8,000−12.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 56,583 | $8.23M | 3.02% | −980−1.7% | Reduced |
| NatWest Group plc | 56,525 | $8.22M | 4.27% | −715−1.2% | Reduced |
| M&R Capital Management Inc | 56,572 | $8.22M | 2.14% | +663+1.2% | Added |
| Amica Mutual Insurance Co | 56,456 | $8.21M | 0.93% | −22,264−28.3% | Reduced |
| River Wealth Advisors LLC | 56,281 | $8.19M | 1.39% | +1,802+3.3% | Added |
| Hartford Financial Management Inc. | 56,208 | $8.17M | 2.02% | −1,721−3.0% | Reduced |
| Martin Capital Partners, LLC | 56,202 | $8.17M | 3.32% | −1,085−1.9% | Reduced |
| IHT Wealth Management, LLC | 55,973 | $8.14M | 0.42% | +3,632+6.9% | Added |
| Pittenger & Anderson Inc | 55,859 | $8.12M | 0.39% | +417+0.8% | Added |
| EagleClaw Capital Managment, LLC | 55,735 | $8.11M | 1.86% | +508+0.9% | Added |
| Next Level Private LLC | 55,699 | $8.08M | 5.23% | +1,568+2.9% | Added |
| Wright Investors Service Inc | 55,310 | $8.04M | 2.27% | −3,367−5.7% | Reduced |
| Ballast Advisors LLC | 55,213 | $8.03M | 3.02% | +465+0.8% | Added |
| Merit Financial Group, LLC | 55,191 | $8.03M | 0.26% | +45+0.1% | Added |
| Chicago Capital, LLC | 55,178 | $8.03M | 0.36% | −5,890−9.6% | Reduced |
| Capstone Financial Advisors, Inc. | 54,985 | $8.00M | 0.60% | +563+1.0% | Added |
| Compass Wealth Management LLC | 54,807 | $7.97M | 2.41% | +180+0.3% | Added |
| Cardinal Capital Management | 54,525 | $7.93M | 1.60% | +315+0.6% | Added |
| Sumitomo Life Insurance Co | 54,439 | $7.92M | 0.35% | −3,576−6.2% | Reduced |
| Mitchell Capital Management Co | 54,335 | $7.90M | 1.81% | +11,727+27.5% | Added |
| Rench Wealth Management, Inc. | 53,961 | $7.85M | 3.44% | +1,256+2.4% | Added |
| Gotham Asset Management, LLC | 53,932 | $7.84M | 0.17% | −4,497−7.7% | Reduced |
| Ascent Group, LLC | 50,292 | $7.84M | 0.86% | +5,600+12.5% | Added |
| PFG Advisors | 53,700 | $7.81M | 0.59% | +198+0.4% | Added |
| Arrow Financial Corp | 53,599 | $7.80M | 0.94% | −3,075−5.4% | Reduced |
| Old Second National Bank of Aurora | 53,591 | $7.79M | 2.25% | −2,083−3.7% | Reduced |
| Stony Point Wealth Management Inc. | 53,576 | $7.79M | 3.88% | −143−0.3% | Reduced |
| Ritholtz Wealth Management | 53,536 | $7.79M | 0.35% | +7,504+16.3% | Added |
| Wealth Advisory Solutions, LLC | 53,438 | $7.77M | 2.07% | −382−0.7% | Reduced |
| Cutler Investment Counsel LLC | 53,234 | $7.74M | 1.17% | −251−0.5% | Reduced |
| Capital Analysts, LLC | 53,137 | $7.73M | 0.43% | +13,165+32.9% | Added |
| Bernzott Capital Advisors | 53,054 | $7.72M | 1.67% | −1,423−2.6% | Reduced |
| Shorepoint Capital Partners LLC | 53,042 | $7.71M | 2.17% | +4,266+8.7% | Added |
| Marietta Wealth Management, LLC | 53,030 | $7.71M | 1.45% | +1,082+2.1% | Added |
| AMG National Trust Bank | 53,000 | $7.71M | 0.26% | −984−1.8% | Reduced |
| Pacific Global Investment Management CO | 52,708 | $7.67M | 1.58% | +422+0.8% | Added |
| Brave Asset Management Inc | 52,533 | $7.64M | 2.24% | −113−0.2% | Reduced |
| KG&L Capital Management,LLC | 52,448 | $7.63M | 3.66% | −316−0.6% | Reduced |
| Citizens Business Bank | 52,359 | $7.62M | 1.70% | −6,427−10.9% | Reduced |
| Meeder Advisory Services, Inc. | 52,141 | $7.58M | 0.82% | +2,296+4.6% | Added |
| Bray Capital Advisors | 52,104 | $7.58M | 2.27% | −2,169−4.0% | Reduced |
| Intact Investment Management Inc. | 52,100 | $7.58M | 0.31% | −12,000−18.7% | Reduced |
| Dean Investment Associates, LLC | 52,062 | $7.57M | 1.23% | +13,656+35.6% | Added |
| Aviance Capital Partners, LLC | 51,922 | $7.55M | 1.60% | +474+0.9% | Added |
| Fulton Bank, N.A. | 51,916 | $7.55M | 0.37% | +3,171+6.5% | Added |
| Ascent Wealth Partners, LLC | 52,552 | $7.54M | 1.33% | +4,722+9.9% | Added |
| NBW Capital LLC | 51,856 | $7.54M | 1.76% | +49,224+1,870.2% | Added |
| Harbor Investment Advisory, LLC | 65,563 | $7.54M | 1.05% | +14,034+27.2% | Added |
| Leonteq Securities AG | 51,809 | $7.54M | 0.77% | +41,614+408.2% | Added |
| Redmond Asset Management, LLC | 51,749 | $7.53M | 2.44% | +132+0.3% | Added |
| Gibraltar Capital Management, Inc. | 51,741 | $7.53M | 3.33% | −684−1.3% | Reduced |
| Castleark Management LLC | 51,730 | $7.52M | 0.34% | +51,730 | New |
| Rocky Mountain Advisers, LLC | 57,440 | $7.49M | 3.99% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 51,435 | $7.48M | 2.68% | +145+0.3% | Added |
| Roundview Capital LLC | 51,353 | $7.47M | 0.73% | +1,629+3.3% | Added |
| Nations Financial Group Inc, | 51,337 | $7.47M | 0.73% | −316−0.6% | Reduced |
| Meridian Wealth Advisors, LLC | 51,074 | $7.43M | 1.80% | +882+1.8% | Added |
| Geneos Wealth Management Inc. | 50,991 | $7.42M | 0.39% | +6,264+14.0% | Added |
| Baldwin Investment Management, LLC | 50,991 | $7.42M | 1.22% | +311+0.6% | Added |