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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 28,197 | $3.67M | 0.06% | −9,170−24.5% | Reduced |
| Account Management LLC | 25,240 | $3.67M | 4.92% | −2,550−9.2% | Reduced |
| Platform Technology Partners | 24,856 | $3.66M | 1.72% | −430−1.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 25,185 | $3.66M | 2.14% | +132+0.5% | Added |
| Proquility Private Wealth Partners, LLC | 25,182 | $3.66M | 1.43% | −162−0.6% | Reduced |
| Modus Advisors, LLC | 25,166 | $3.66M | 1.57% | +639+2.6% | Added |
| Papp L Roy & Associates | 25,165 | $3.66M | 0.47% | +270+1.1% | Added |
| Nicolet Bankshares Inc | 32,719 | $3.65M | 1.04% | +6,428+24.4% | Added |
| Eos Management, L.P. | 25,000 | $3.64M | 1.69% | 00.0% | Unchanged |
| Crestline Management, LP | 25,000 | $3.64M | 0.40% | +25,000 | New |
| Fifth Third Wealth Advisors LLC | 24,991 | $3.63M | 2.34% | +14,447+137.0% | Added |
| SeaBridge Investment Advisors LLC | 24,980 | $3.63M | 1.19% | +205+0.8% | Added |
| Mathes Company, Inc. | 24,941 | $3.63M | 1.59% | +24,941 | New |
| Wedmont Private Capital | 24,202 | $3.62M | 0.39% | +5,075+26.5% | Added |
| Continuum Advisory, LLC | 51,285 | $3.62M | 0.58% | +298+0.6% | Added |
| High Note Wealth, LLC | 24,883 | $3.62M | 1.47% | −1,263−4.8% | Reduced |
| Cornerstone Wealth Management, LLC | 24,859 | $3.62M | 0.32% | +3,075+14.1% | Added |
| S&CO Inc | 24,799 | $3.61M | 0.29% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 24,686 | $3.59M | 0.25% | −9,768−28.4% | Reduced |
| HCR Wealth Advisors | 24,674 | $3.59M | 0.66% | +2,134+9.5% | Added |
| Hunter Perkins Capital Management, LLC | 34,782 | $3.59M | 0.77% | +24,661+243.7% | Added |
| Gradient Capital Advisors, LLC | 24,641 | $3.58M | 1.44% | −168−0.7% | Reduced |
| Roanoke Asset Management Corp | 24,598 | $3.58M | 1.42% | +80.0% | Added |
| Argus Investors' Counsel, Inc. | 24,570 | $3.57M | 2.48% | +306+1.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,567 | $3.57M | 2.31% | −249−1.0% | Reduced |
| Trustco Bank Corp N Y | 24,544 | $3.57M | 3.84% | −2,000−7.5% | Reduced |
| Mystic Asset Management, Inc. | 24,476 | $3.56M | 1.91% | −220−0.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 24,468 | $3.56M | 1.10% | −301−1.2% | Reduced |
| Wealthsource Partners, LLC | 24,461 | $3.56M | 0.23% | +672+2.8% | Added |
| Addison Capital Co | 24,454 | $3.56M | 2.54% | −94−0.4% | Reduced |
| Mattern Wealth Management LLC | 24,397 | $3.55M | 1.04% | +3,175+15.0% | Added |
| Slagle Financial, LLC | 24,314 | $3.54M | 2.20% | +24,314 | New |
| Winch Advisory Services, LLC | 24,249 | $3.53M | 1.27% | +291+1.2% | Added |
| Sweeney & Michel, LLC | 22,605 | $3.52M | 1.81% | −319−1.4% | Reduced |
| Financial Advocates Investment Management | 24,219 | $3.52M | 0.26% | +272+1.1% | Added |
| Warren Averett Asset Management, LLC | 24,197 | $3.52M | 0.15% | −15,682−39.3% | Reduced |
| Harbor Advisors LLC | 24,148 | $3.51M | 0.75% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 24,144 | $3.51M | 0.79% | +885+3.8% | Added |
| GQG Partners LLC | 24,140 | $3.51M | 0.01% | +24,140 | New |
| Connolly Sarah T. | 24,080 | $3.50M | 2.12% | −912−3.6% | Reduced |
| Grove Bank & Trust | 24,021 | $3.49M | 0.71% | −179−0.7% | Reduced |
| KCS Wealth Advisory | 23,975 | $3.49M | 1.21% | +520+2.2% | Added |
| Octavia Wealth Advisors, LLC | 23,901 | $3.48M | 0.71% | +1,031+4.5% | Added |
| Sargent Investment Group, LLC | 23,870 | $3.47M | 0.84% | +2,105+9.7% | Added |
| Curbstone Financial Management Corp | 23,870 | $3.47M | 0.83% | −328−1.4% | Reduced |
| Rowland & Co Investment Counsel | 23,837 | $3.47M | 0.82% | +1,751+7.9% | Added |
| Nichols & Pratt Advisers LLP | 23,793 | $3.46M | 0.25% | +627+2.7% | Added |
| Sheets Smith Wealth Management | 23,749 | $3.45M | 0.50% | −6,060−20.3% | Reduced |
| Dudley Capital Management, LLC | 23,689 | $3.45M | 2.32% | −320−1.3% | Reduced |
| Essex Savings Bank | 23,664 | $3.44M | 1.15% | +1,086+4.8% | Added |
| Signet Investment Advisory Group, Inc. | 23,640 | $3.44M | 2.27% | +149+0.6% | Added |
| Red Cedar Investment Management, LLC | 23,614 | $3.43M | 0.52% | 00.0% | Unchanged |
| RMR Wealth Builders | 23,563 | $3.43M | 0.58% | −1,315−5.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 23,546 | $3.42M | 0.99% | +79+0.3% | Added |
| Guardian Wealth Advisors, LLC | 23,541 | $3.42M | 0.59% | +816+3.6% | Added |
| Compton Wealth Advisory Group, LLC | 23,510 | $3.42M | 1.14% | −345−1.4% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 23,500 | $3.42M | 0.18% | 00.0% | Unchanged |
| RB Capital Management, LLC | 23,495 | $3.42M | 1.05% | +171+0.7% | Added |
| Tiedemann Advisors, LLC | 23,440 | $3.41M | 0.14% | +238+1.0% | Added |
| Pavion Blue Capital, LLC | 23,359 | $3.40M | 1.98% | −60−0.3% | Reduced |
| Midwest Professional Planners, LTD. | 23,346 | $3.40M | 1.49% | +2,080+9.8% | Added |
| River & Mercantile Asset Management LLP | 23,340 | $3.39M | 0.67% | −310−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 23,453 | $3.39M | 0.44% | −11,343−32.6% | Reduced |
| SWS Partners | 23,253 | $3.38M | 1.22% | −1,379−5.6% | Reduced |
| FLC Capital Advisors | 23,202 | $3.37M | 0.99% | −102−0.4% | Reduced |
| Delta Financial Group, Inc. | 23,197 | $3.37M | 3.96% | +1,707+7.9% | Added |
| Altfest L J & Co Inc | 23,170 | $3.37M | 0.51% | −633−2.7% | Reduced |
| Advocate Group LLC | 23,106 | $3.36M | 0.74% | +15,843+218.1% | Added |
| Wunderlich Capital Managemnt | 23,076 | $3.36M | 1.65% | −44−0.2% | Reduced |
| WCG Wealth Advisors LLC | 23,143 | $3.35M | 0.39% | −95−0.4% | Reduced |
| WD Rutherford LLC | 23,020 | $3.35M | 2.14% | +90+0.4% | Added |
| Gables Capital Management Inc. | 23,012 | $3.35M | 2.19% | +175+0.8% | Added |
| United Fire Group Inc | 23,000 | $3.35M | 2.58% | −17,000−42.5% | Reduced |
| Archford Capital Strategies, LLC | 21,130 | $3.34M | 0.63% | +851+4.2% | Added |
| NCM Capital Management, LLC | 22,922 | $3.33M | 2.32% | +331+1.5% | Added |
| Northcape Wealth Management, LLC | 22,822 | $3.32M | 1.20% | −211−0.9% | Reduced |
| Advisors Management Group Inc | 22,794 | $3.31M | 0.99% | +171+0.8% | Added |
| Studio Investment Management LLC | 22,771 | $3.31M | 0.93% | +480+2.2% | Added |
| WealthPLAN Partners, LLC | 22,701 | $3.30M | 0.47% | −7,514−24.9% | Reduced |
| Parisi Gray Wealth Management | 25,330 | $3.30M | 1.51% | +10,963+76.3% | Added |
| Beaton Management Co. Inc. | 22,692 | $3.30M | 2.09% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 22,650 | $3.29M | 3.13% | +392+1.8% | Added |
| Banco de Sabadell, S.A | 22,646 | $3.29M | 2.65% | −784−3.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 22,596 | $3.29M | 0.04% | −50.0% | Reduced |
| Seascape Capital Management | 22,586 | $3.29M | 1.56% | +337+1.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 22,545 | $3.28M | 0.70% | +18,497+456.9% | Added |
| Charles Schwab Trust Co | 24,143 | $3.28M | 0.39% | +120+0.5% | Added |
| VisionPoint Advisory Group, LLC | 22,511 | $3.27M | 1.34% | +2,830+14.4% | Added |
| L & S Advisors Inc | 22,496 | $3.27M | 0.44% | +882+4.1% | Added |
| Blue Edge Capital, LLC | 22,482 | $3.27M | 0.66% | −384−1.7% | Reduced |
| Guardian Investment Management | 22,468 | $3.27M | 2.81% | +5,614+33.3% | Added |
| Vectors Research Management, LLC | 22,421 | $3.26M | 0.93% | −1,635−6.8% | Reduced |
| NVWM, LLC | 22,388 | $3.26M | 1.06% | +127+0.6% | Added |
| Evermay Wealth Management LLC | 22,355 | $3.25M | 0.63% | −268−1.2% | Reduced |
| Portside Wealth Group, LLC | 22,332 | $3.25M | 0.60% | +22,332 | New |
| Beech Hill Advisors, Inc. | 22,322 | $3.25M | 1.58% | −493−2.2% | Reduced |
| Clear Creek Financial Management, LLC | 22,320 | $3.25M | 0.56% | +18+0.1% | Added |
| CoreCap Advisors, LLC | 22,234 | $3.23M | 0.23% | +22,234 | New |
| Cohen Investment Advisors LLC | 22,193 | $3.23M | 2.60% | +99+0.4% | Added |
| Great Lakes Retirement, Inc. | 22,168 | $3.22M | 0.57% | 00.0% | Unchanged |