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 |
|---|---|---|---|---|---|
| Americana Partners, LLC | 32,683 | $4.75M | 0.61% | +2,969+10.0% | Added |
| Greenline Partners, LLC | 32,655 | $4.75M | 0.89% | −232−0.7% | Reduced |
| Bank of New Hampshire | 32,651 | $4.75M | 1.36% | −110−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 32,626 | $4.75M | 1.28% | −339−1.0% | Reduced |
| FDx Advisors, Inc. | 32,607 | $4.74M | 0.26% | −20,980−39.2% | Reduced |
| E&G Advisors, LP | 32,527 | $4.73M | 1.65% | −500−1.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 32,428 | $4.72M | 1.13% | −836−2.5% | Reduced |
| Alpha DNA Investment Management LLC | 32,415 | $4.71M | 2.67% | +1,995+6.6% | Added |
| Arete Wealth Advisors, LLC | 32,321 | $4.70M | 0.42% | −5,881−15.4% | Reduced |
| Triasima Portfolio Management inc. | 24,408 | $4.70M | 0.30% | −637−2.5% | Reduced |
| Pinnacle Bancorp, Inc. | 32,303 | $4.70M | 1.61% | +272+0.8% | Added |
| CAPROCK Group, Inc. | 32,244 | $4.69M | 0.34% | −3,128−8.8% | Reduced |
| Lincoln Capital LLC | 32,180 | $4.68M | 1.20% | −363−1.1% | Reduced |
| Insigneo Advisory Services, LLC | 32,165 | $4.68M | 0.90% | +15,913+97.9% | Added |
| Wasatch Advisors Inc | 32,159 | $4.68M | 0.03% | −1,500−4.5% | Reduced |
| Saber Capital Managment, LLC | 32,149 | $4.68M | 7.66% | −20−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 32,123 | $4.67M | 0.45% | −837−2.5% | Reduced |
| Duff & Phelps Investment Management Co | 32,115 | $4.67M | 0.06% | +150+0.5% | Added |
| Headinvest, LLC | 30,145 | $4.66M | 1.00% | −805−2.6% | Reduced |
| Tradewinds, LLC. | 31,986 | $4.65M | 2.74% | +1,425+4.7% | Added |
| Abbot Financial Management, Inc. | 31,953 | $4.65M | 2.98% | −648−2.0% | Reduced |
| Hedeker Wealth, LLC | 31,915 | $4.64M | 1.55% | −7,875−19.8% | Reduced |
| Nicholas Investment Partners, LP | 31,897 | $4.64M | 0.32% | +6,174+24.0% | Added |
| Westover Capital Advisors, LLC | 31,840 | $4.63M | 1.61% | +978+3.2% | Added |
| Strategic Financial Services, Inc, | 30,094 | $4.63M | 0.35% | −51−0.2% | Reduced |
| Forte Capital LLC | 31,631 | $4.60M | 0.66% | +1,213+4.0% | Added |
| Romano Brothers and Company | 31,553 | $4.59M | 0.68% | +331+1.1% | Added |
| Atlas Wealth LLC | 29,732 | $4.57M | 0.84% | −53−0.2% | Reduced |
| Chapin Davis, Inc. | 31,395 | $4.57M | 2.17% | +1,033+3.4% | Added |
| Exencial Wealth Advisors, LLC | 31,364 | $4.56M | 0.21% | +739+2.4% | Added |
| Nikulski Financial, Inc. | 31,345 | $4.56M | 1.88% | +317+1.0% | Added |
| Silvant Capital Management LLC | 31,340 | $4.56M | 0.26% | −110.0% | Reduced |
| Bedel Financial Consulting, Inc. | 31,290 | $4.55M | 0.95% | −32−0.1% | Reduced |
| Connable Office Inc | 31,255 | $4.55M | 0.62% | −3,188−9.3% | Reduced |
| Investors Asset Management of Georgia Inc | 31,194 | $4.54M | 2.34% | −19−0.1% | Reduced |
| Nilsine Partners, LLC | 31,169 | $4.53M | 0.67% | +521+1.7% | Added |
| Ironvine Capital Partners, LLC | 31,163 | $4.53M | 0.55% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 31,141 | $4.53M | 0.15% | −10,642−25.5% | Reduced |
| EPG Wealth Management LLC | 31,135 | $4.53M | 1.34% | +20.0% | Added |
| Valley National Advisers Inc | 31,102 | $4.53M | 0.76% | −598−1.9% | Reduced |
| Pegasus Asset Management, Inc. | 31,059 | $4.52M | 2.01% | +332+1.1% | Added |
| MTM Investment Management, LLC | 31,048 | $4.52M | 2.20% | −55−0.2% | Reduced |
| WS Portfolio Advisory, LLC | 30,991 | $4.51M | 1.04% | −14,825−32.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 29,350 | $4.50M | 2.38% | +1,063+3.8% | Added |
| Change Path, LLC | 30,917 | $4.50M | 0.21% | −1,161−3.6% | Reduced |
| Q Capital Solutions | 30,885 | $4.49M | 3.94% | +27,870+924.4% | Added |
| Waratah Capital Advisors Ltd. | 30,821 | $4.48M | 0.23% | +18,084+142.0% | Added |
| Golden State Equity Partners | 30,784 | $4.48M | 1.26% | +5,564+22.1% | Added |
| WealthShield Partners, LLC | 30,578 | $4.45M | 0.67% | +1,260+4.3% | Added |
| Source Financial Advisors LLC | 30,536 | $4.44M | 1.46% | −5,695−15.7% | Reduced |
| Hengehold Capital Management LLC | 30,487 | $4.43M | 0.59% | +32+0.1% | Added |
| Monarch Capital Management Inc | 30,330 | $4.41M | 1.34% | −326−1.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 30,322 | $4.41M | 1.44% | +30,322 | New |
| Fairhaven Wealth Management, LLC | 30,303 | $4.41M | 1.68% | +30,303 | New |
| BOK Financial Private Wealth, Inc. | 30,302 | $4.41M | 0.36% | −4,086−11.9% | Reduced |
| L2 Asset Management, LLC | 30,216 | $4.41M | 2.16% | +14,520+92.5% | Added |
| Monetary Management Group Inc | 30,219 | $4.40M | 1.35% | −4,600−13.2% | Reduced |
| Wealth Effects LLC | 30,169 | $4.39M | 1.93% | −599−1.9% | Reduced |
| Mission Wealth Management, LP | 30,118 | $4.38M | 0.17% | +4,138+15.9% | Added |
| Resonant Capital Advisors, LLC | 30,050 | $4.37M | 0.48% | −375−1.2% | Reduced |
| Allen Holding Inc | 30,000 | $4.36M | 0.59% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.36M | 0.89% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 29,961 | $4.36M | 1.77% | +2,593+9.5% | Added |
| Butensky & Cohen Financial Security, Inc | 29,930 | $4.35M | 1.57% | −836−2.7% | Reduced |
| Covenant Asset Management, LLC | 29,921 | $4.35M | 1.28% | +387+1.3% | Added |
| RFG Advisory, LLC | 29,897 | $4.35M | 0.19% | −549−1.8% | Reduced |
| Churchill Management Corp | 29,844 | $4.34M | 0.07% | +133+0.4% | Added |
| RDA Financial Network | 29,839 | $4.34M | 1.83% | +4,180+16.3% | Added |
| NEIRG Wealth Management, LLC | 29,814 | $4.34M | 0.80% | −5,378−15.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $4.32M | 1.55% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 27,999 | $4.32M | 3.54% | +656+2.4% | Added |
| Csenge Advisory Group | 29,684 | $4.32M | 0.29% | +694+2.4% | Added |
| Hudock, Inc. | 29,658 | $4.31M | 1.02% | −80.0% | Reduced |
| 9258 Wealth Management, LLC | 29,658 | $4.31M | 0.81% | +728+2.5% | Added |
| Good Life Advisors, LLC | 29,656 | $4.31M | 0.49% | +186+0.6% | Added |
| Buckhead Capital Management LLC | 29,639 | $4.31M | 1.03% | −4,259−12.6% | Reduced |
| Amarillo National Bank | 29,514 | $4.29M | 0.83% | −31−0.1% | Reduced |
| Anchor Investment Management, LLC | 29,513 | $4.29M | 0.55% | +939+3.3% | Added |
| Brookmont Capital Management | 29,511 | $4.29M | 2.59% | −30.0% | Reduced |
| Triangle Securities Wealth Management | 29,334 | $4.27M | 1.47% | −384−1.3% | Reduced |
| Lauterbach Financial Advisors, LLC | 29,325 | $4.27M | 3.26% | +40.0% | Added |
| McKinley Carter Wealth Services, Inc. | 29,293 | $4.26M | 0.32% | +880+3.1% | Added |
| West Branch Capital LLC | 29,287 | $4.26M | 2.13% | +282+1.0% | Added |
| Moloney Securities Asset Management, LLC | 29,197 | $4.25M | 0.75% | +292+1.0% | Added |
| DF Dent & Co Inc | 29,197 | $4.25M | 0.06% | −7,730−20.9% | Reduced |
| Atomi Financial Group, Inc. | 29,046 | $4.22M | 1.93% | +210+0.7% | Added |
| Shelter Mutual Insurance Co | 29,000 | $4.22M | 1.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29,000 | $4.22M | 0.56% | −1,614−5.3% | Reduced |
| Zevenbergen Capital Investments LLC | 28,953 | $4.21M | 0.10% | +80+0.3% | Added |
| Lake Street Advisors Group, LLC | 28,884 | $4.20M | 0.23% | −677−2.3% | Reduced |
| Peddock Capital Advisors, LLC | 28,867 | $4.20M | 1.38% | +355+1.2% | Added |
| Crystal Rock Capital Management | 28,843 | $4.19M | 3.10% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 28,786 | $4.19M | 0.09% | −48,994−63.0% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $4.18M | 0.30% | −40,063−57.9% | Reduced |
| Congress Park Capital LLC | 28,767 | $4.18M | 2.34% | −1,411−4.7% | Reduced |
| GFS Advisors, LLC | 28,700 | $4.17M | 0.93% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 28,632 | $4.16M | 2.86% | −425−1.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 28,623 | $4.16M | 0.54% | +1,603+5.9% | Added |
| Piscataqua Savings Bank | 28,586 | $4.16M | 3.40% | −20−0.1% | Reduced |
| Hall Capital Management Co Inc | 28,558 | $4.15M | 2.35% | +681+2.4% | Added |