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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 22,163 | $3.22M | 1.78% | −332−1.5% | Reduced |
| Lodestone Wealth Management LLC | 22,085 | $3.21M | 2.22% | +1,930+9.6% | Added |
| Leelyn Smith, LLC | 22,083 | $3.21M | 0.78% | +22,083 | New |
| Intrepid Financial Planning Group LLC | 22,081 | $3.21M | 1.54% | +50+0.2% | Added |
| Intellectus Partners, LLC | 21,988 | $3.20M | 0.96% | +223+1.0% | Added |
| Outfitter Financial LLC | 21,973 | $3.20M | 2.86% | −115−0.5% | Reduced |
| Fidelis Capital Partners, LLC | 21,842 | $3.18M | 1.16% | +760+3.6% | Added |
| SOA Wealth Advisors, LLC. | 21,831 | $3.18M | 0.74% | +70.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 21,823 | $3.17M | 0.45% | +594+2.8% | Added |
| Regal Investment Advisors LLC | 21,816 | $3.17M | 0.27% | +1,266+6.2% | Added |
| Certified Advisory Corp | 21,768 | $3.17M | 0.58% | +1,533+7.6% | Added |
| Brown, Lisle/Cummings, Inc. | 21,737 | $3.16M | 1.41% | +6,776+45.3% | Added |
| StrongBox Wealth, LLC | 21,683 | $3.15M | 1.99% | +3,124+16.8% | Added |
| CNB Bank | 21,673 | $3.15M | 1.85% | +1,035+5.0% | Added |
| Mayflower Financial Advisors, LLC | 21,671 | $3.15M | 0.41% | −853−3.8% | Reduced |
| PFG Investments, LLC | 21,667 | $3.15M | 0.56% | +3,388+18.5% | Added |
| Columbia Trust Co 01012016 | 21,626 | $3.15M | 1.77% | +1,196+5.9% | Added |
| VeraBank, N.A. | 21,617 | $3.14M | 1.21% | +253+1.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 21,617 | $3.14M | 0.59% | +1,211+5.9% | Added |
| Nwam LLC | 21,527 | $3.13M | 0.26% | +2,789+14.9% | Added |
| Pine Ridge Advisers LLC | 21,500 | $3.13M | 0.69% | −34,000−61.3% | Reduced |
| Legato Capital Management LLC | 21,465 | $3.12M | 0.42% | 00.0% | Unchanged |
| Edgewood Management LLC | 21,464 | $3.12M | 0.01% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 21,410 | $3.11M | 2.98% | +485+2.3% | Added |
| Poehling Capital Management, LLC | 21,408 | $3.11M | 1.05% | −1,183−5.2% | Reduced |
| West Oak Capital, LLC | 21,392 | $3.11M | 1.51% | −680−3.1% | Reduced |
| Bank of Stockton | 21,378 | $3.11M | 1.07% | +447+2.1% | Added |
| Graham Capital Management, L.P. | 21,365 | $3.11M | 0.11% | −13,977−39.5% | Reduced |
| Karpas Strategies, LLC | 21,321 | $3.10M | 1.05% | −145−0.7% | Reduced |
| Phoenix Wealth Advisors | 21,313 | $3.10M | 1.80% | −198−0.9% | Reduced |
| Synergy Financial Management, LLC | 21,309 | $3.10M | 0.77% | +19,149+886.5% | Added |
| Cassaday & Co Wealth Management LLC | 21,273 | $3.09M | 0.12% | −331−1.5% | Reduced |
| Townsend & Associates, Inc | 19,728 | $3.09M | 0.80% | −338−1.7% | Reduced |
| O'Rourke & Company, Inc | 21,216 | $3.09M | 2.16% | +542+2.6% | Added |
| Sawgrass Asset Management LLC | 21,205 | $3.08M | 0.38% | +2,672+14.4% | Added |
| Trinity Financial Advisors LLC | 21,193 | $3.08M | 1.65% | +2,350+12.5% | Added |
| Transatlantique Private Wealth LLC | 21,159 | $3.08M | 1.61% | +859+4.2% | Added |
| JT Stratford LLC | 21,138 | $3.07M | 0.83% | −1,875−8.1% | Reduced |
| X-Square Capital, LLC | 21,084 | $3.07M | 2.06% | −593−2.7% | Reduced |
| Heartland Bank & Trust Co | 21,031 | $3.06M | 2.39% | −1,121−5.1% | Reduced |
| Abacus Planning Group, Inc. | 20,994 | $3.05M | 0.74% | +20.0% | Added |
| Knott David M Jr | 20,985 | $3.05M | 1.29% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 20,984 | $3.05M | 2.88% | +84+0.4% | Added |
| Coastline Trust Co | 20,965 | $3.05M | 0.43% | −794−3.6% | Reduced |
| Aj Wealth Strategies, LLC | 20,894 | $3.04M | 0.15% | +346+1.7% | Added |
| Providence Wealth Advisors, LLC | 21,009 | $3.04M | 3.36% | +5,273+33.5% | Added |
| Convergence Investment Partners, LLC | 20,888 | $3.04M | 1.74% | −181−0.9% | Reduced |
| Investment Partners, Ltd. | 20,883 | $3.04M | 1.58% | −17−0.1% | Reduced |
| Maven Securities LTD | 20,869 | $3.04M | 0.43% | +18,539+795.7% | Added |
| West Michigan Advisors, LLC | 20,865 | $3.03M | 1.21% | +4,583+28.1% | Added |
| Bessemer Securities LLC | 20,829 | $3.03M | 2.01% | −11,900−36.4% | Reduced |
| MCF Advisors LLC | 20,822 | $3.03M | 0.27% | +256+1.2% | Added |
| Resurgent Financial Advisors LLC | 20,819 | $3.03M | 2.01% | +342+1.7% | Added |
| Spirit of America Management Corp | 20,792 | $3.02M | 0.68% | −200−1.0% | Reduced |
| Sentry Investment Management LLC | 20,764 | $3.02M | 1.14% | +4,329+26.3% | Added |
| Sugarloaf Wealth Management, LLC | 20,747 | $3.02M | 0.71% | +641+3.2% | Added |
| C2C Wealth Management, LLC | 19,673 | $3.01M | 0.40% | −352−1.8% | Reduced |
| First PREMIER Bank | 20,711 | $3.01M | 0.86% | −35−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,639 | $3.00M | 0.32% | +20,639 | New |
| Trustmark National Bank Trust Department | 20,583 | $2.99M | 0.28% | −4,110−16.6% | Reduced |
| Landmark Financial Advisors, LLC | 20,578 | $2.99M | 1.23% | −196−0.9% | Reduced |
| O'Dell Group, LLC | 20,575 | $2.99M | 0.85% | +584+2.9% | Added |
| Alyeska Investment Group, L.P. | 20,565 | $2.99M | 0.02% | −52,752−72.0% | Reduced |
| Trifecta Capital Advisors, LLC | 20,559 | $2.99M | 0.96% | +135+0.7% | Added |
| Wakefield Asset Management LLLP | 20,550 | $2.99M | 1.19% | +15,922+344.0% | Added |
| Permanens Capital L.P. | 20,538 | $2.99M | 0.69% | −12,812−38.4% | Reduced |
| Northstar Asset Management LLC | 20,533 | $2.99M | 0.82% | −70−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 20,532 | $2.98M | 0.69% | +1,254+6.5% | Added |
| Pinkerton Retirement Specialists, LLC | 20,483 | $2.98M | 0.59% | +733+3.7% | Added |
| Sanders Morris Harris LLC | 20,345 | $2.97M | 0.66% | +7,437+57.6% | Added |
| Archer Investment Corp | 20,376 | $2.96M | 1.06% | +460+2.3% | Added |
| Cobblestone Capital Advisors LLC | 20,357 | $2.96M | 0.21% | −10.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 20,346 | $2.96M | 0.87% | +130+0.6% | Added |
| Legacy Advisors, LLC | 20,305 | $2.95M | 0.44% | +12,919+174.9% | Added |
| Forza Wealth Management, LLC | 20,299 | $2.95M | 1.49% | −155−0.8% | Reduced |
| Agate Pass Investment Management, LLC | 20,262 | $2.95M | 1.79% | +793+4.1% | Added |
| Parkside Financial Bank & Trust | 20,248 | $2.94M | 0.70% | +2,451+13.8% | Added |
| Jmac Enterprises LLC | 20,247 | $2.94M | 0.73% | +1,483+7.9% | Added |
| Register Financial Advisors LLC | 20,230 | $2.94M | 2.10% | +488+2.5% | Added |
| Keebeck Wealth Management, LLC | 20,178 | $2.93M | 0.40% | +177+0.9% | Added |
| BBR Partners, LLC | 20,159 | $2.93M | 0.32% | +45+0.2% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.93M | 2.38% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 20,085 | $2.92M | 0.89% | −247−1.2% | Reduced |
| Marathon Capital Management | 20,059 | $2.92M | 0.72% | −143−0.7% | Reduced |
| Maltese Capital Management LLC | 20,000 | $2.91M | 1.01% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 19,962 | $2.90M | 0.92% | −286−1.4% | Reduced |
| Platte River Wealth Advisors, LLC | 19,946 | $2.90M | 1.02% | −571−2.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 19,943 | $2.90M | 1.70% | +421+2.2% | Added |
| Intrua Financial, LLC | 19,936 | $2.90M | 0.52% | +3,081+18.3% | Added |
| Pacifica Partners Inc. | 20,010 | $2.89M | 1.64% | −19−0.1% | Reduced |
| First United Bank Trust | 19,865 | $2.89M | 1.28% | +146+0.7% | Added |
| Nixon Peabody Trust Co | 19,861 | $2.89M | 2.34% | −10,165−33.9% | Reduced |
| Grandview Asset Management LLC | 19,837 | $2.88M | 2.81% | +4,982+33.5% | Added |
| Beck Capital Management, LLC | 19,780 | $2.88M | 1.13% | −996−4.8% | Reduced |
| DeDora Capital, Inc. | 19,753 | $2.87M | 1.11% | +374+1.9% | Added |
| Vident Investment Advisory, LLC | 19,756 | $2.87M | 0.10% | −32,502−62.2% | Reduced |
| Liberty One Investment Management, LLC | 19,736 | $2.87M | 0.37% | +749+3.9% | Added |
| Signature Wealth Management Partners, LLC | 19,723 | $2.87M | 2.66% | +464+2.4% | Added |
| Prosperity Consulting Group, LLC | 19,682 | $2.86M | 1.76% | −797−3.9% | Reduced |
| Canton Hathaway, LLC | 19,639 | $2.86M | 0.89% | 00.0% | Unchanged |