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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 43,334 | $6.21M | 0.84% | −738−1.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 42,689 | $6.21M | 0.80% | +417+1.0% | Added |
| Canal Capital Management, LLC | 42,596 | $6.20M | 1.25% | −119−0.3% | Reduced |
| Concentric Wealth Management, LLC | 42,582 | $6.19M | 1.97% | −384−0.9% | Reduced |
| DoubleLine ETF Adviser LP | 42,441 | $6.17M | 2.28% | +9,120+27.4% | Added |
| DCM Advisors, LLC | 42,424 | $6.17M | 2.64% | −29−0.1% | Reduced |
| Harbour Investments, Inc. | 42,400 | $6.17M | 0.31% | +700+1.7% | Added |
| Joel Isaacson & Co., LLC | 42,364 | $6.16M | 0.41% | +351+0.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 42,358 | $6.16M | 1.65% | −223−0.5% | Reduced |
| Sitrin Capital Management LLC | 42,344 | $6.16M | 3.46% | +6,124+16.9% | Added |
| ExodusPoint Capital Management, LP | 42,332 | $6.16M | 0.07% | −109,676−72.2% | Reduced |
| John G Ullman & Associates Inc | 42,254 | $6.15M | 0.95% | −86−0.2% | Reduced |
| Strategic Advisors LLC | 42,194 | $6.14M | 1.17% | −1,909−4.3% | Reduced |
| Hilton Capital Management, LLC | 42,067 | $6.12M | 0.73% | +42,067 | New |
| Berkshire Bank | 42,030 | $6.11M | 1.69% | −233−0.6% | Reduced |
| Buck Wealth Strategies, LLC | 41,966 | $6.10M | 2.65% | +2,352+5.9% | Added |
| Monticello Wealth Management, LLC | 41,952 | $6.10M | 0.63% | −104−0.2% | Reduced |
| Shepherd Financial Partners LLC | 41,944 | $6.10M | 0.95% | +1,065+2.6% | Added |
| Sage Mountain Advisors LLC | 41,929 | $6.10M | 0.87% | +561+1.4% | Added |
| Quadrant Capital Group LLC | 41,769 | $6.07M | 0.60% | +338+0.8% | Added |
| First Nebraska Trust Co | 41,757 | $6.07M | 0.73% | +39+0.1% | Added |
| Peloton Wealth Strategists | 41,733 | $6.07M | 2.69% | −128−0.3% | Reduced |
| Howland Capital Management LLC | 41,682 | $6.06M | 0.35% | −656−1.5% | Reduced |
| Laidlaw Wealth Management LLC | 41,681 | $6.06M | 1.19% | +3,782+10.0% | Added |
| Patton Albertson Miller Group, LLC | 41,667 | $6.06M | 1.17% | −299−0.7% | Reduced |
| Principal Street Partners, LLC | 41,658 | $6.06M | 1.44% | −1,832−4.2% | Reduced |
| Empire Financial Management Company, LLC | 41,619 | $6.05M | 2.41% | +66+0.2% | Added |
| Citizens National Bank Trust Department | 41,523 | $6.04M | 1.60% | −3,990−8.8% | Reduced |
| Guyasuta Investment Advisors Inc | 41,503 | $6.04M | 0.45% | −882−2.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 41,502 | $6.04M | 2.50% | 00.0% | Unchanged |
| Andra AP-fonden | 41,500 | $6.04M | 0.15% | −5,800−12.3% | Reduced |
| City Holding Co | 41,469 | $6.03M | 1.04% | −932−2.2% | Reduced |
| Providence Capital Advisors, LLC | 41,461 | $6.03M | 1.53% | +54+0.1% | Added |
| Argyle Capital Management Inc. | 41,327 | $6.01M | 2.17% | −1,550−3.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 41,319 | $6.01M | 5.95% | +993+2.5% | Added |
| Traynor Capital Management, Inc. | 41,210 | $5.99M | 0.77% | −1,344−3.2% | Reduced |
| Concentric Capital Strategies, LP | 41,140 | $5.98M | 1.28% | +41,140 | New |
| RBF Capital, LLC | 41,000 | $5.96M | 0.37% | 00.0% | Unchanged |
| Unison Asset Management LLC | 40,987 | $5.96M | 3.98% | +759+1.9% | Added |
| Parkwood LLC | 40,859 | $5.94M | 1.08% | −1,955−4.6% | Reduced |
| Waldron Private Wealth LLC | 40,720 | $5.92M | 0.30% | −1,760−4.1% | Reduced |
| Desjardins Global Asset Management Inc. | 40,566 | $5.90M | 0.68% | +7,317+22.0% | Added |
| Davis-Rea Ltd. | 40,465 | $5.89M | 3.30% | −23,258−36.5% | Reduced |
| Opus Investment Management Inc | 40,350 | $5.87M | 2.11% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 40,231 | $5.85M | 4.05% | +62+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40,158 | $5.84M | 0.38% | +610+1.5% | Added |
| Parcion Private Wealth LLC | 40,145 | $5.84M | 0.59% | +671+1.7% | Added |
| Kavar Capital Partners Group, LLC | 40,101 | $5.83M | 1.24% | +2,079+5.5% | Added |
| Hohimer Wealth Management, LLC | 40,090 | $5.83M | 1.61% | −1,325−3.2% | Reduced |
| Van Strum & Towne Inc. | 40,050 | $5.82M | 2.41% | −90−0.2% | Reduced |
| Bristlecone Advisors, LLC | 40,038 | $5.82M | 0.59% | −566−1.4% | Reduced |
| LVW Advisors, LLC | 40,008 | $5.82M | 1.17% | −6,420−13.8% | Reduced |
| Schmidt P J Investment Management Inc | 37,075 | $5.81M | 1.16% | −167−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 39,934 | $5.81M | 1.24% | −1,016−2.5% | Reduced |
| Summit Trail Advisors, LLC | 39,795 | $5.79M | 0.22% | +10,048+33.8% | Added |
| BerganKDV Wealth Management, LLC | 39,777 | $5.79M | 0.58% | −887−2.2% | Reduced |
| Clarius Group, LLC | 39,708 | $5.78M | 0.45% | −380−0.9% | Reduced |
| Fusion Capital, LLC | 39,700 | $5.77M | 3.23% | +742+1.9% | Added |
| Ostrum Asset Management | 39,636 | $5.76M | 0.48% | −488−1.2% | Reduced |
| Winton Group Ltd | 39,591 | $5.76M | 0.48% | +28,100+244.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 39,579 | $5.76M | 2.17% | −55−0.1% | Reduced |
| Van Eck Associates Corp | 39,548 | $5.75M | 0.01% | −2,216−5.3% | Reduced |
| Legacy Financial Advisors, Inc. | 39,515 | $5.75M | 1.07% | +1,364+3.6% | Added |
| Checchi Capital Advisers, LLC | 39,447 | $5.74M | 0.51% | +1,652+4.4% | Added |
| Profund Advisors LLC | 39,387 | $5.73M | 0.31% | −1,248−3.1% | Reduced |
| White Pine Investment CO | 39,369 | $5.73M | 1.97% | −157−0.4% | Reduced |
| tru Independence LLC | 39,310 | $5.72M | 1.88% | +194+0.5% | Added |
| RSM US Wealth Management LLC | 39,222 | $5.70M | 0.19% | +1,215+3.2% | Added |
| Consolidated Planning Corp | 39,168 | $5.69M | 1.20% | +3,656+10.3% | Added |
| Somerset Trust Co | 39,127 | $5.69M | 2.45% | −1,145−2.8% | Reduced |
| Udine Wealth Management, Inc. | 38,922 | $5.66M | 5.38% | −420−1.1% | Reduced |
| Townsend Asset Management Corp | 38,855 | $5.65M | 2.71% | +329+0.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 38,806 | $5.64M | 1.86% | −2,618−6.3% | Reduced |
| Claar Advisors LLC | 38,800 | $5.64M | 2.14% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 38,740 | $5.63M | 0.21% | −1,014−2.6% | Reduced |
| Colonial Trust Co | 38,732 | $5.63M | 1.35% | +647+1.7% | Added |
| Harbor Advisory Corp | 38,699 | $5.63M | 1.99% | −80−0.2% | Reduced |
| CBOE Vest Financial, LLC | 38,636 | $5.62M | 0.52% | +27,909+260.2% | Added |
| Bogart Wealth, LLC | 38,472 | $5.60M | 0.35% | +1,247+3.3% | Added |
| Westpac Banking Corp | 38,385 | $5.58M | 0.39% | −306,514−88.9% | Reduced |
| TRUE Private Wealth Advisors | 38,385 | $5.58M | 0.82% | +354+0.9% | Added |
| Ami Investment Management Inc | 38,337 | $5.58M | 2.47% | −6,431−14.4% | Reduced |
| SeaCrest Wealth Management, LLC | 38,334 | $5.58M | 0.70% | +4,991+15.0% | Added |
| Exchange Capital Management, Inc. | 38,302 | $5.57M | 1.03% | +1,803+4.9% | Added |
| Advanced Asset Management Advisors Inc | 38,299 | $5.57M | 1.29% | +10.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 38,286 | $5.57M | 0.69% | +252+0.7% | Added |
| Jefferies Financial Group Inc. | 38,274 | $5.57M | 0.12% | +17,969+88.5% | Added |
| Werlinich Asset Management, LLC | 38,210 | $5.56M | 4.46% | 00.0% | Unchanged |
| Claro Advisors LLC | 38,076 | $5.54M | 1.38% | +26+0.1% | Added |
| Philadelphia Trust Co | 38,062 | $5.54M | 0.52% | −3,330−8.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 38,044 | $5.53M | 1.02% | +2,467+6.9% | Added |
| Stone Point Wealth LLC | 37,943 | $5.52M | 2.29% | −163−0.4% | Reduced |
| Capital Markets Trading UK LLP | 37,759 | $5.49M | 4.02% | +37,759 | New |
| Capital Asset Advisory Services LLC | 36,642 | $5.49M | 0.38% | +708+2.0% | Added |
| Excalibur Management Corp | 37,705 | $5.48M | 2.79% | −34−0.1% | Reduced |
| New Hampshire Trust | 37,617 | $5.47M | 1.42% | +23+0.1% | Added |
| Allen Capital Group, LLC | 37,606 | $5.47M | 0.98% | −20−0.1% | Reduced |
| Horan Capital Advisors, LLC. | 37,520 | $5.46M | 2.13% | +140+0.4% | Added |
| Roberts Wealth Advisors, LLC | 37,500 | $5.45M | 2.40% | −649−1.7% | Reduced |
| MSD Partners, L.P. | 37,500 | $5.45M | 0.50% | 00.0% | Unchanged |