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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 28,469 | $4.14M | 0.32% | −16,848−37.2% | Reduced |
| First Business Financial Services, Inc. | 28,467 | $4.14M | 0.51% | +179+0.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 28,442 | $4.14M | 1.18% | −3,374−10.6% | Reduced |
| StrategIQ Financial Group, LLC | 28,436 | $4.14M | 0.47% | +363+1.3% | Added |
| Atlantic Trust, LLC | 31,128 | $4.13M | 1.33% | +34+0.1% | Added |
| Bank Ozk | 28,361 | $4.12M | 1.96% | −2,686−8.7% | Reduced |
| Athena Investment Management | 28,303 | $4.12M | 2.83% | −98−0.3% | Reduced |
| TriaGen Wealth Management LLC | 28,251 | $4.11M | 1.88% | +23,553+501.3% | Added |
| Pitcairn Co | 28,100 | $4.09M | 0.34% | −657−2.3% | Reduced |
| Enterprise Bank & Trust Co | 28,067 | $4.08M | 1.56% | +702+2.6% | Added |
| Monetta Financial Services Inc | 28,000 | $4.07M | 3.98% | −2,000−6.7% | Reduced |
| Interval Partners, LP | 28,000 | $4.07M | 0.20% | +2,684+10.6% | Added |
| Marino, Stram & Associates LLC | 27,969 | $4.07M | 1.15% | +89+0.3% | Added |
| SkyOak Wealth, LLC | 27,948 | $4.06M | 1.15% | +651+2.4% | Added |
| Delta Capital Management LLC | 27,930 | $4.06M | 2.79% | −250−0.9% | Reduced |
| J. W. Coons Advisors, LLC | 27,891 | $4.06M | 1.11% | −400−1.4% | Reduced |
| Clarity Wealth Advisors, LLC | 27,887 | $4.06M | 1.82% | +1,409+5.3% | Added |
| Montecito Bank & Trust | 27,873 | $4.05M | 0.92% | −321−1.1% | Reduced |
| Sunbelt Securities, Inc. | 27,798 | $4.04M | 0.58% | −289−1.0% | Reduced |
| Act Two Investors LLC | 27,773 | $4.04M | 1.13% | +147+0.5% | Added |
| Independent Financial Group, LLC | 27,727 | $4.03M | 0.28% | −1,883−6.4% | Reduced |
| Consolidated Investment Group LLC | 27,692 | $4.03M | 0.72% | 00.0% | Unchanged |
| Doliver Advisors, LP | 27,674 | $4.02M | 1.23% | −260−0.9% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 27,667 | $4.02M | 3.32% | −25,778−48.2% | Reduced |
| PDT Partners, LLC | 27,650 | $4.02M | 0.55% | −7,500−21.3% | Reduced |
| Arlington Financial Advisors, LLC | 27,595 | $4.01M | 1.46% | +262+1.0% | Added |
| Icon Advisers Inc | 27,587 | $4.01M | 1.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 27,560 | $4.01M | 0.43% | −5,165−15.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 27,554 | $4.01M | 0.27% | −325−1.2% | Reduced |
| Goodwin Daniel L | 27,550 | $4.01M | 1.91% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 27,524 | $4.00M | 1.03% | −17−0.1% | Reduced |
| Malaga Cove Capital, LLC | 27,517 | $4.00M | 1.85% | −78−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 27,504 | $4.00M | 0.44% | +2,337+9.3% | Added |
| Hudson Capital Management LLC | 27,416 | $3.99M | 1.53% | +503+1.9% | Added |
| Hayek Kallen Investment Management | 27,372 | $3.98M | 1.69% | −101−0.4% | Reduced |
| StoneX Group Inc. | 27,345 | $3.98M | 0.41% | −1,252−4.4% | Reduced |
| Signature Wealth Management Group | 27,337 | $3.98M | 1.85% | −148−0.5% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 27,284 | $3.97M | 0.52% | −18,732−40.7% | Reduced |
| Altrius Capital Management Inc | 27,260 | $3.96M | 1.17% | +101+0.4% | Added |
| Sustainable Insight Capital Management, LLC | 27,248 | $3.96M | 3.67% | +23,424+612.6% | Added |
| Blume Capital Management, Inc. | 27,220 | $3.96M | 1.17% | +258+1.0% | Added |
| BFSG, LLC | 27,192 | $3.96M | 0.67% | +342+1.3% | Added |
| NorthRock Partners, LLC | 27,186 | $3.95M | 0.43% | −1,531−5.3% | Reduced |
| Emfo, LLC | 27,113 | $3.94M | 3.58% | −125−0.5% | Reduced |
| Atlas Private Wealth Management | 27,106 | $3.94M | 2.08% | +2,834+11.7% | Added |
| Proequities, Inc. | 27,100 | $3.94M | 0.30% | +717+2.7% | Added |
| Brandywine Oak Private Wealth LLC | 27,057 | $3.94M | 0.44% | −1,715−6.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 27,000 | $3.93M | 0.44% | +27,000 | New |
| Rosenblum Silverman Sutton S F Inc | 26,958 | $3.92M | 1.29% | −467−1.7% | Reduced |
| Smithfield Trust Co | 26,939 | $3.91M | 0.24% | −504−1.8% | Reduced |
| Calamos Wealth Management LLC | 26,846 | $3.90M | 0.29% | +633+2.4% | Added |
| Little House Capital LLC | 26,835 | $3.90M | 1.66% | +914+3.5% | Added |
| Valmark Advisers, Inc. | 26,792 | $3.90M | 0.08% | −719−2.6% | Reduced |
| YHB Investment Advisors, Inc. | 26,789 | $3.90M | 0.36% | +931+3.6% | Added |
| NWF Advisory Services Inc. | 26,721 | $3.89M | 0.90% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 26,667 | $3.88M | 4.42% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 26,624 | $3.87M | 0.13% | +1,858+7.5% | Added |
| Second Half Financial Partners, LLC | 26,584 | $3.87M | 0.88% | +23,748+837.4% | Added |
| Citizens & Northern Corp | 26,570 | $3.86M | 1.46% | −3,957−13.0% | Reduced |
| Alta Capital Management LLC | 26,547 | $3.86M | 0.27% | −190−0.7% | Reduced |
| Centaurus Financial, Inc. | 26,535 | $3.86M | 0.34% | −12,566−32.1% | Reduced |
| K.J. Harrison & Partners Inc | 26,623 | $3.86M | 0.70% | −908−3.3% | Reduced |
| Financial Advisory Service, Inc. | 26,513 | $3.86M | 0.49% | +2,080+8.5% | Added |
| Aspiriant, LLC | 26,446 | $3.85M | 0.19% | +180+0.7% | Added |
| Marks Group Wealth Management, Inc | 26,395 | $3.84M | 0.46% | −3,234−10.9% | Reduced |
| Long Run Wealth Advisors, LLC | 26,380 | $3.84M | 1.22% | −2,731−9.4% | Reduced |
| Atlas Brown,Inc. | 26,306 | $3.83M | 1.68% | +90.0% | Added |
| CFM Wealth Partners LLC | 26,293 | $3.82M | 0.93% | −103−0.4% | Reduced |
| Cohen Lawrence B | 26,282 | $3.82M | 2.45% | −4,365−14.2% | Reduced |
| Rehmann Capital Advisory Group | 26,279 | $3.82M | 0.34% | +1,702+6.9% | Added |
| Founders Financial Alliance, LLC | 26,195 | $3.81M | 1.50% | +4,165+18.9% | Added |
| Indiana Trust & Investment Management CO | 26,100 | $3.80M | 1.94% | +2,496+10.6% | Added |
| KLCM Advisors, Inc. | 26,064 | $3.79M | 0.74% | +634+2.5% | Added |
| GM Advisory Group, Inc. | 26,046 | $3.79M | 0.31% | +3,101+13.5% | Added |
| United Bank | 26,021 | $3.78M | 2.15% | −2,258−8.0% | Reduced |
| TrinityPoint Wealth, LLC | 25,974 | $3.78M | 0.74% | +1,517+6.2% | Added |
| Capital Investment Advisory Services, LLC | 25,954 | $3.77M | 0.37% | −713−2.7% | Reduced |
| Shoker Investment Counsel, Inc. | 25,942 | $3.77M | 1.58% | +211+0.8% | Added |
| Scott & Selber, Inc. | 25,869 | $3.76M | 1.47% | −94−0.4% | Reduced |
| Affinity Investment Advisors, LLC | 25,847 | $3.76M | 2.18% | −3,094−10.7% | Reduced |
| Lincoln Capital Corp | 25,844 | $3.76M | 1.93% | −632−2.4% | Reduced |
| AIA Group Ltd | 25,822 | $3.76M | 0.18% | +9,058+54.0% | Added |
| Lee Danner & Bass Inc | 25,755 | $3.75M | 0.32% | −567−2.2% | Reduced |
| Am Investment Strategies LLC | 25,755 | $3.75M | 1.17% | +82+0.3% | Added |
| Manhattan West Asset Management, LLC | 25,730 | $3.74M | 1.40% | +4,612+21.8% | Added |
| Uncommon Cents Investing LLC | 25,715 | $3.74M | 1.32% | +465+1.8% | Added |
| Sterling Investment Advisors, Ltd. | 25,682 | $3.74M | 1.24% | +109+0.4% | Added |
| Union Heritage Capital, LLC | 25,600 | $3.72M | 2.02% | +3,000+13.3% | Added |
| Adirondack Trust Co | 23,537 | $3.72M | 1.74% | +90.0% | Added |
| Mount Vernon Associates Inc | 25,502 | $3.71M | 3.94% | −50−0.2% | Reduced |
| Pentwater Capital Management LP | 25,500 | $3.71M | 0.05% | −30,000−54.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 25,480 | $3.71M | 0.04% | −2,185−7.9% | Reduced |
| Legacy CG, LLC | 25,459 | $3.70M | 1.81% | +25,459 | New |
| LJI Wealth Management, LLC | 301,048 | $3.70M | 1.08% | +275,655+1,085.6% | Added |
| Mechanics Financial Corp | 25,438 | $3.70M | 2.01% | −320−1.2% | Reduced |
| Financial Advisory Partners, LLC | 25,421 | $3.70M | 1.42% | +994+4.1% | Added |
| Liberty Capital Management, Inc. | 25,358 | $3.69M | 1.11% | +234+0.9% | Added |
| Vise Technologies, Inc. | 25,306 | $3.68M | 0.89% | +1,235+5.1% | Added |
| Accurate Wealth Management, LLC | 24,577 | $3.68M | 1.15% | +1,709+7.5% | Added |
| TCG Advisory Services, LLC | 25,274 | $3.68M | 0.63% | +2,175+9.4% | Added |