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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Avitas Wealth Management LLC | 50,875 | $7.40M | 1.34% | +455+0.9% | Added |
| Smithbridge Asset Management Inc | 50,836 | $7.39M | 1.73% | +214+0.4% | Added |
| Goelzer Investment Management, Inc. | 50,688 | $7.37M | 0.62% | +35+0.1% | Added |
| American Money Management, LLC | 50,654 | $7.37M | 1.84% | +240.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50,649 | $7.37M | 0.08% | −3,526−6.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 50,570 | $7.35M | 0.77% | +1,581+3.2% | Added |
| Baker Ellis Asset Management LLC | 50,521 | $7.35M | 1.25% | +290+0.6% | Added |
| Schulhoff & Co Inc | 50,494 | $7.34M | 3.42% | −90−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 50,438 | $7.34M | 0.18% | +1,803+3.7% | Added |
| McGinn Investment Management, Inc. | 50,407 | $7.33M | 5.30% | −170.0% | Reduced |
| Commonwealth Retirement Investments LLC | 50,226 | $7.30M | 4.07% | +1,234+2.5% | Added |
| Bangor Savings Bank | 50,153 | $7.29M | 0.83% | +363+0.7% | Added |
| American National Bank | 49,964 | $7.27M | 1.22% | −2,263−4.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 49,949 | $7.26M | 1.68% | −3,768−7.0% | Reduced |
| Efg Capital International Corp. | 49,949 | $7.26M | 1.68% | +49,949 | New |
| Brown Shipley& Co Ltd | 49,902 | $7.26M | 2.97% | +3,017+6.4% | Added |
| Mirador Capital Partners LP | 49,822 | $7.25M | 1.72% | +956+2.0% | Added |
| Quattro Financial Advisors LLC | 49,700 | $7.23M | 2.87% | +47,700+2,385.0% | Added |
| Whalerock Point Partners, LLC | 49,675 | $7.22M | 2.45% | −211−0.4% | Reduced |
| First Interstate Bank | 49,645 | $7.22M | 0.60% | −2,441−4.7% | Reduced |
| Spire Wealth Management | 49,537 | $7.20M | 0.27% | −9,831−16.6% | Reduced |
| Fairfield, Bush & Co. | 49,397 | $7.18M | 1.98% | +2,087+4.4% | Added |
| Douglass Winthrop Advisors, LLC | 49,392 | $7.18M | 0.17% | −8,209−14.3% | Reduced |
| Elk River Wealth Management, LLC | 49,193 | $7.15M | 1.53% | −966−1.9% | Reduced |
| American Trust | 49,089 | $7.14M | 0.50% | −543−1.1% | Reduced |
| GDS Wealth Management | 49,008 | $7.13M | 1.16% | +1,800+3.8% | Added |
| Wellington Shields & Co., LLC | 48,996 | $7.13M | 1.68% | +917+1.9% | Added |
| Essex Financial Services, Inc. | 48,907 | $7.11M | 0.81% | −3,267−6.3% | Reduced |
| Asset Dedication, LLC | 49,060 | $7.11M | 0.61% | +2,948+6.4% | Added |
| AlphaCore Capital LLC | 48,847 | $7.10M | 1.14% | +27,622+130.1% | Added |
| Burney Co | 48,822 | $7.10M | 0.33% | −10,319−17.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 48,756 | $7.09M | 0.69% | +23,987+96.8% | Added |
| Harbour Capital Advisors, LLC | 48,248 | $7.07M | 2.09% | −538−1.1% | Reduced |
| Garland Capital Management Inc | 48,495 | $7.05M | 4.74% | +275+0.6% | Added |
| Adalta Capital Management LLC | 48,349 | $7.03M | 4.70% | −361−0.7% | Reduced |
| Private Trust Co NA | 47,760 | $6.95M | 0.88% | +1,711+3.7% | Added |
| Wintrust Investments LLC | 47,686 | $6.93M | 0.70% | +47,686 | New |
| Twinbeech Capital LP | 47,556 | $6.92M | 0.14% | +47,556 | New |
| Northwest Bancshares, Inc. | 47,449 | $6.90M | 1.25% | +1,820+4.0% | Added |
| Oxford Financial Group Ltd | 47,260 | $6.87M | 0.65% | +8,288+21.3% | Added |
| Financial Partners Group, LLC | 46,907 | $6.82M | 3.43% | −336−0.7% | Reduced |
| Graypoint LLC | 46,881 | $6.82M | 0.68% | −6,511−12.2% | Reduced |
| Western Wealth Management, LLC | 46,869 | $6.82M | 0.58% | +1,717+3.8% | Added |
| Equitable Trust Co | 46,743 | $6.80M | 0.52% | −220.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 46,648 | $6.79M | 2.04% | +46+0.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 50,560 | $6.78M | 1.70% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 46,615 | $6.78M | 2.45% | −1,342−2.8% | Reduced |
| Baader Bank INC | 46,633 | $6.77M | 0.59% | +17,697+61.2% | Added |
| Premier Fund Managers Ltd | 47,192 | $6.77M | 0.27% | +4,055+9.4% | Added |
| Jacobi Capital Management LLC | 46,548 | $6.77M | 0.76% | +714+1.6% | Added |
| Avantax Planning Partners, Inc. | 46,298 | $6.73M | 0.27% | +1,164+2.6% | Added |
| Harvey Capital Management Inc | 46,242 | $6.73M | 2.47% | −10,410−18.4% | Reduced |
| BDO Wealth Advisors, LLC | 46,224 | $6.72M | 0.77% | +292+0.6% | Added |
| Concorde Financial Corp | 46,186 | $6.72M | 4.40% | −577−1.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 46,120 | $6.71M | 0.90% | −1,550−3.3% | Reduced |
| Kinneret Advisory, LLC | 46,094 | $6.70M | 0.79% | 00.0% | Unchanged |
| Cutler Group LP | 46,068 | $6.70M | 1.58% | −8,790−16.0% | Reduced |
| SevenBridge Financial Group, LLC | 46,053 | $6.70M | 1.73% | −337−0.7% | Reduced |
| Davy Global Fund Management Ltd | 46,051 | $6.70M | 1.27% | +747+1.6% | Added |
| WESPAC Advisors SoCal, LLC | 46,042 | $6.70M | 2.29% | +211+0.5% | Added |
| RiverFront Investment Group, LLC | 45,960 | $6.68M | 0.22% | +44,115+2,391.1% | Added |
| Ossiam | 45,897 | $6.68M | 0.12% | −326,695−87.7% | Reduced |
| Cornerstone Wealth Group, LLC | 45,883 | $6.67M | 1.21% | −46−0.1% | Reduced |
| QV Investors Inc. | 45,660 | $6.64M | 0.60% | −2,220−4.6% | Reduced |
| Stokes Capital Advisors, LLC | 45,495 | $6.62M | 2.23% | +37+0.1% | Added |
| Institutional & Family Asset Management, LLC | 45,219 | $6.58M | 1.07% | −5,227−10.4% | Reduced |
| Duncker Streett & Co Inc | 45,216 | $6.58M | 1.47% | −308−0.7% | Reduced |
| McRae Capital Management Inc | 45,210 | $6.58M | 1.87% | −227−0.5% | Reduced |
| Arjuna Capital | 45,087 | $6.56M | 2.32% | +604+1.4% | Added |
| Hodges Capital Management Inc. | 37,081 | $6.55M | 0.38% | +1,006+2.8% | Added |
| Ipswich Investment Management Co., Inc. | 45,031 | $6.55M | 1.72% | −73−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 44,857 | $6.52M | 0.59% | +763+1.7% | Added |
| Frisch Financial Group, Inc. | 44,700 | $6.50M | 3.12% | −6,587−12.8% | Reduced |
| Abbrea Capital, LLC | 44,700 | $6.50M | 1.00% | +1,542+3.6% | Added |
| Pearl River Capital, LLC | 44,670 | $6.50M | 1.05% | +44,670 | New |
| Asset Planning Services Inc | 44,642 | $6.49M | 4.00% | −325−0.7% | Reduced |
| Parthenon LLC | 44,519 | $6.47M | 0.94% | −1,175−2.6% | Reduced |
| Intrust Bank NA | 44,428 | $6.46M | 0.78% | +227+0.5% | Added |
| Selway Asset Management | 44,412 | $6.46M | 2.84% | −120−0.3% | Reduced |
| DT Investment Partners, LLC | 41,068 | $6.46M | 0.73% | +81+0.2% | Added |
| Dividend Assets Capital, LLC | 44,349 | $6.45M | 1.33% | +10,438+30.8% | Added |
| Arkadios Wealth Advisors | 44,298 | $6.44M | 0.75% | +1,008+2.3% | Added |
| Stevens Capital Management LP | 44,282 | $6.44M | 1.32% | +44,282 | New |
| Buckingham Capital Management, Inc. | 44,277 | $6.44M | 0.96% | −453−1.0% | Reduced |
| Souders Financial Advisors | 44,270 | $6.44M | 1.23% | −1,909−4.1% | Reduced |
| Boyd Watterson Asset Management LLC | 44,253 | $6.44M | 2.56% | +708+1.6% | Added |
| McDonald Partners LLC | 44,214 | $6.43M | 1.96% | +796+1.8% | Added |
| Magnus Financial Group LLC | 44,065 | $6.41M | 0.91% | +1,198+2.8% | Added |
| Peterson Wealth Services | 43,836 | $6.37M | 3.06% | +1,390+3.3% | Added |
| RPG Investment Advisory, LLC | 43,742 | $6.36M | 1.10% | −37,359−46.1% | Reduced |
| Flagship Harbor Advisors, LLC | 43,734 | $6.36M | 0.53% | +1,361+3.2% | Added |
| Granite Investment Partners, LLC | 43,609 | $6.34M | 0.25% | −754−1.7% | Reduced |
| DFPG Investments, LLC | 41,066 | $6.33M | 0.57% | +6,491+18.8% | Added |
| Brown Miller Wealth Management, LLC | 43,497 | $6.33M | 3.41% | +268+0.6% | Added |
| Alpha Omega Wealth Management LLC | 43,381 | $6.31M | 1.07% | −1,498−3.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 43,284 | $6.30M | 0.66% | −1,746−3.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 43,179 | $6.28M | 1.72% | +1,095+2.6% | Added |
| Wealthcare Advisory Partners LLC | 43,122 | $6.27M | 0.28% | +150+0.3% | Added |
| Hixon Zuercher, LLC | 43,015 | $6.26M | 3.15% | +1,055+2.5% | Added |
| Dana Investment Advisors, Inc. | 42,769 | $6.22M | 0.31% | −1,304−3.0% | Reduced |