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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 37,365 | $5.43M | 1.77% | +1,600+4.5% | Added |
| First Personal Financial Services | 37,354 | $5.43M | 1.35% | −142−0.4% | Reduced |
| Boston Research & Management Inc | 37,302 | $5.42M | 1.54% | +311+0.8% | Added |
| Nelson Capital Management, LLC | 37,269 | $5.42M | 1.40% | −1,214−3.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 37,233 | $5.42M | 0.49% | +232+0.6% | Added |
| Unigestion Holding SA | 37,706 | $5.41M | 0.31% | −1,138−2.9% | Reduced |
| PDS Planning, Inc | 37,137 | $5.40M | 0.69% | +1,467+4.1% | Added |
| Mechanics Bank Trust Department | 37,055 | $5.39M | 0.86% | −119−0.3% | Reduced |
| Cordatus Wealth Management LLC | 36,971 | $5.38M | 2.02% | +11,930+47.6% | Added |
| IFP Advisors, Inc | 63,703 | $5.38M | 0.27% | −30,356−32.3% | Reduced |
| Bowen Hanes & Co Inc | 36,944 | $5.37M | 0.17% | +807+2.2% | Added |
| Blue Fin Capital, Inc. | 36,834 | $5.36M | 1.53% | +12,138+49.1% | Added |
| Baugh & Associates, LLC | 36,806 | $5.35M | 3.22% | +556+1.5% | Added |
| Systematic Alpha Investments, LLC | 36,804 | $5.35M | 0.26% | 00.0% | Unchanged |
| Founders Capital Management | 36,608 | $5.32M | 3.87% | −1,158−3.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 36,456 | $5.30M | 0.56% | +1,593+4.6% | Added |
| Hallmark Capital Management Inc | 36,282 | $5.28M | 0.47% | −3,124−7.9% | Reduced |
| Wealthspire Advisors, LLC | 36,245 | $5.27M | 0.09% | +2,996+9.0% | Added |
| Varma Mutual Pension Insurance Co | 36,125 | $5.25M | 0.06% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 36,113 | $5.25M | 1.05% | +107+0.3% | Added |
| Paradigm Asset Management Co LLC | 36,091 | $5.25M | 1.41% | −7,900−18.0% | Reduced |
| Redwood Investments, LLC | 36,042 | $5.24M | 0.64% | −1,073−2.9% | Reduced |
| EULAV Asset Management | 36,000 | $5.24M | 0.20% | −3,000−7.7% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 35,890 | $5.22M | 3.57% | −2,000−5.3% | Reduced |
| Close Asset Management Ltd | 35,880 | $5.22M | 0.24% | +3,095+9.4% | Added |
| SPC Financial, Inc. | 35,834 | $5.21M | 0.56% | −64−0.2% | Reduced |
| Lindbrook Capital, LLC | 35,824 | $5.21M | 0.55% | +3,897+12.2% | Added |
| Optimas Capital Ltd | 35,800 | $5.21M | 6.02% | +35,800 | New |
| Johnson Financial Group, Inc. | 35,719 | $5.19M | 0.36% | +3,564+11.1% | Added |
| Security National Bank | 35,654 | $5.19M | 1.32% | −648−1.8% | Reduced |
| Eudaimonia Partners, LLC | 35,642 | $5.18M | 1.17% | +1,581+4.6% | Added |
| Legacy Trust | 35,589 | $5.18M | 1.43% | −1,378−3.7% | Reduced |
| Comerica Securities,inc. | 35,554 | $5.17M | 0.36% | −1,211−3.3% | Reduced |
| Cigna Investments Inc | 35,472 | $5.16M | 0.96% | −170.0% | Reduced |
| Marcum Wealth, LLC | 35,361 | $5.14M | 0.60% | +730+2.1% | Added |
| Chicago Trust Co NA | 35,348 | $5.14M | 1.23% | −215−0.6% | Reduced |
| Argent Advisors, Inc. | 35,301 | $5.13M | 2.35% | +373+1.1% | Added |
| Gifford Fong Associates | 35,296 | $5.13M | 1.20% | 00.0% | Unchanged |
| Weil Company, Inc. | 35,273 | $5.13M | 2.28% | −1,318−3.6% | Reduced |
| MidWestOne Financial Group, Inc. | 35,242 | $5.13M | 1.11% | −358−1.0% | Reduced |
| Essex LLC | 35,184 | $5.12M | 1.43% | −517−1.4% | Reduced |
| apricus wealth, LLC | 33,233 | $5.10M | 4.48% | −1,245−3.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,039 | $5.10M | 0.30% | −12,651−26.5% | Reduced |
| Van Hulzen Asset Management, LLC | 34,900 | $5.08M | 0.43% | −13,059−27.2% | Reduced |
| Cottage Street Advisors LLC | 34,821 | $5.06M | 3.68% | +110.0% | Added |
| Summit Financial, LLC | 34,789 | $5.06M | 0.37% | +6,557+23.2% | Added |
| TFG Advisers LLC | 34,756 | $5.05M | 2.30% | +496+1.4% | Added |
| Laffer Tengler Investments | 34,724 | $5.05M | 1.34% | −33−0.1% | Reduced |
| V Wealth Advisors LLC | 34,709 | $5.05M | 0.86% | +115+0.3% | Added |
| Green Square Capital Advisors LLC | 34,610 | $5.03M | 0.63% | +1,150+3.4% | Added |
| Brick & Kyle, Associates | 34,695 | $5.02M | 2.69% | −40.0% | Reduced |
| Mach-1 Financial Group, Inc. | 34,434 | $5.01M | 2.01% | +30,832+856.0% | Added |
| AFS Financial Group, LLC | 34,374 | $5.00M | 3.24% | +253+0.7% | Added |
| Arden Trust Co | 34,356 | $5.00M | 0.82% | −5,186−13.1% | Reduced |
| Sentinel Trust Co Lba | 34,360 | $5.00M | 0.68% | −30.0% | Reduced |
| SYSTM Wealth Solutions LLC | 34,330 | $4.99M | 0.68% | +5,559+19.3% | Added |
| J.W. Cole Advisors, Inc. | 34,310 | $4.99M | 0.36% | −1,238−3.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 34,294 | $4.99M | 3.68% | −75−0.2% | Reduced |
| Capital Insight Partners, LLC | 34,272 | $4.98M | 1.12% | −726−2.1% | Reduced |
| Sandhill Capital Partners LLC | 34,238 | $4.98M | 0.45% | −3,341−8.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 34,212 | $4.98M | 0.36% | +5,566+19.4% | Added |
| Picton Mahoney Asset Management | 34,190 | $4.97M | 0.24% | −2,510−6.8% | Reduced |
| Augustine Asset Management Inc | 34,191 | $4.97M | 2.30% | −44−0.1% | Reduced |
| Trust Asset Management LLC | 34,191 | $4.97M | 0.52% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 34,186 | $4.97M | 0.02% | −111,620−76.6% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 34,095 | $4.96M | 0.26% | +1,069+3.2% | Added |
| Hollencrest Capital Management | 34,094 | $4.96M | 0.51% | +6,250+22.4% | Added |
| Hilltop Holdings Inc. | 34,079 | $4.96M | 0.61% | +1,439+4.4% | Added |
| NTV Asset Management LLC | 33,977 | $4.94M | 0.86% | +1,000+3.0% | Added |
| Family Legacy, Inc. | 33,940 | $4.94M | 1.99% | −40.0% | Reduced |
| Cary Street Partners Asset Management LLC | 33,872 | $4.93M | 0.92% | +51+0.2% | Added |
| Focus Financial Network, Inc. | 33,856 | $4.92M | 0.27% | −1,416−4.0% | Reduced |
| Kovack Advisors, Inc. | 33,852 | $4.92M | 0.63% | +8,700+34.6% | Added |
| Centre Asset Management, LLC | 33,847 | $4.92M | 1.09% | +896+2.7% | Added |
| AdvisorNet Financial, Inc | 33,830 | $4.92M | 0.42% | −42−0.1% | Reduced |
| Patten Group, Inc. | 33,801 | $4.92M | 1.39% | +757+2.3% | Added |
| Univest Financial Corp | 33,737 | $4.91M | 1.48% | −212−0.6% | Reduced |
| SOL Capital Management CO | 33,732 | $4.91M | 0.74% | 00.0% | Unchanged |
| Brighton Jones LLC | 33,495 | $4.87M | 0.25% | +1,689+5.3% | Added |
| Coerente Capital Management | 33,467 | $4.87M | 1.05% | +290+0.9% | Added |
| Bell & Brown Wealth Advisors, LLC | 33,440 | $4.86M | 2.43% | +731+2.2% | Added |
| Globeflex Capital L P | 33,400 | $4.86M | 0.54% | 00.0% | Unchanged |
| Palmer Knight Co | 33,321 | $4.85M | 2.91% | +1,210+3.8% | Added |
| SageView Advisory Group, LLC | 33,262 | $4.84M | 0.27% | +2,804+9.2% | Added |
| Strategic Blueprint, LLC | 33,220 | $4.83M | 0.46% | +289+0.9% | Added |
| McBroom & Associates, LLC | 33,167 | $4.82M | 3.81% | +1,688+5.4% | Added |
| Family Management Corp | 33,105 | $4.81M | 1.05% | −524−1.6% | Reduced |
| IFG Advisory, LLC | 33,104 | $4.81M | 0.43% | +6,781+25.8% | Added |
| Cornercap Investment Counsel Inc | 33,082 | $4.81M | 0.84% | +5,326+19.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $4.80M | 1.33% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 32,986 | $4.80M | 1.76% | +14,585+79.3% | Added |
| Herold Advisors, Inc. | 32,948 | $4.79M | 1.47% | +615+1.9% | Added |
| Charles Carroll Financial Partners, LLC | 32,905 | $4.79M | 6.10% | −1,940−5.6% | Reduced |
| Ahl Investment Management, Inc. | 32,866 | $4.78M | 4.25% | 00.0% | Unchanged |
| Qtron Investments LLC | 32,834 | $4.78M | 0.91% | +1,894+6.1% | Added |
| Lake Street Financial LLC | 32,819 | $4.77M | 0.84% | −1,094−3.2% | Reduced |
| Bill Few Associates, Inc. | 32,788 | $4.77M | 2.46% | +91+0.3% | Added |
| Brooks, Moore & Associates, Inc. | 32,751 | $4.76M | 3.35% | −225−0.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 32,717 | $4.76M | 1.38% | −999−3.0% | Reduced |
| Belpointe Asset Management LLC | 32,697 | $4.76M | 0.50% | −42,943−56.8% | Reduced |