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 |
|---|---|---|---|---|---|
| Van Cleef Asset Management,Inc | 19,636 | $2.86M | 0.44% | −394−2.0% | Reduced |
| Bowman & Co S.C. | 19,638 | $2.86M | 2.16% | +740+3.9% | Added |
| Oak Asset Management, LLC | 19,630 | $2.85M | 1.18% | +50+0.3% | Added |
| Peoples Financial Services Corp. | 19,601 | $2.85M | 1.28% | +104+0.5% | Added |
| Sculati Wealth Management, LLC | 19,587 | $2.85M | 1.43% | +172+0.9% | Added |
| WMS Partners, LLC | 19,584 | $2.85M | 0.22% | −180−0.9% | Reduced |
| Investment Advisory Services Inc | 19,543 | $2.84M | 1.20% | +1,309+7.2% | Added |
| Tiemann Investment Advisors, LLC | 19,534 | $2.84M | 1.45% | +85+0.4% | Added |
| CX Institutional | 19,526 | $2.84M | 0.15% | +1,454+8.0% | Added |
| Holderness Investments Co | 19,494 | $2.84M | 1.05% | +754+4.0% | Added |
| Corrado Advisors, LLC | 19,487 | $2.83M | 1.98% | +217+1.1% | Added |
| Itau Unibanco Holding S.A. | 19,476 | $2.83M | 0.13% | +18,475+1,845.7% | Added |
| Advisor OS, LLC | 19,470 | $2.83M | 0.46% | +4,868+33.3% | Added |
| Sawyer & Company, Inc | 19,462 | $2.83M | 1.29% | −55−0.3% | Reduced |
| Valley Brook Capital Group | 19,462 | $2.83M | 2.61% | −760−3.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 19,439 | $2.83M | 0.67% | +674+3.6% | Added |
| Perpetual Ltd | 19,398 | $2.82M | 0.02% | −73−0.4% | Reduced |
| Ethic Inc. | 19,377 | $2.82M | 0.10% | +2,621+15.6% | Added |
| Huber Capital Management LLC | 19,372 | $2.82M | 0.68% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 19,319 | $2.81M | 1.60% | +49+0.3% | Added |
| Harvey Investment Co LLC | 19,266 | $2.80M | 0.37% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 19,258 | $2.80M | 0.96% | −172−0.9% | Reduced |
| Coastal Investment Advisors, Inc. | 19,223 | $2.80M | 0.61% | +789+4.3% | Added |
| Titleist Asset Management, LLC | 19,204 | $2.79M | 0.55% | −1,040−5.1% | Reduced |
| Tandem Capital Management Corp | 19,196 | $2.79M | 1.82% | −40.0% | Reduced |
| Atom Investors LP | 19,190 | $2.79M | 1.06% | +15,264+388.8% | Added |
| Dumont & Blake Investment Advisors LLC | 19,123 | $2.78M | 0.90% | −991−4.9% | Reduced |
| Eads & Heald Wealth Management | 19,113 | $2.78M | 1.37% | −706−3.6% | Reduced |
| Affinity Wealth Management LLC | 19,082 | $2.78M | 0.64% | +68+0.4% | Added |
| St. Louis Trust Co | 19,040 | $2.77M | 0.51% | 00.0% | Unchanged |
| Condor Capital Management | 19,033 | $2.77M | 0.33% | −194−1.0% | Reduced |
| Acropolis Investment Management, LLC | 19,026 | $2.77M | 0.22% | +240+1.3% | Added |
| Key Financial Inc | 18,975 | $2.76M | 0.91% | −19−0.1% | Reduced |
| White Pine Capital LLC | 18,965 | $2.76M | 1.03% | −20.0% | Reduced |
| Miller Investment Management, LP | 18,935 | $2.75M | 0.42% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 18,925 | $2.75M | 1.31% | −55−0.3% | Reduced |
| Smith, Moore & Co. | 18,910 | $2.75M | 0.35% | +923+5.1% | Added |
| Bremer Bank National Association | 18,882 | $2.75M | 0.52% | −432−2.2% | Reduced |
| Field & Main Bank | 18,871 | $2.74M | 1.53% | +25+0.1% | Added |
| Financial Strategies Group, Inc. | 18,852 | $2.74M | 0.88% | +7,652+68.3% | Added |
| Fortune Financial Advisors, LLC | 18,692 | $2.72M | 2.04% | +18,692 | New |
| Chesapeake Asset Management LLC | 18,686 | $2.72M | 2.45% | −847−4.3% | Reduced |
| Cito Capital Group, LLC | 18,641 | $2.71M | 1.24% | +158+0.9% | Added |
| 180 Wealth Advisors, LLC | 18,474 | $2.71M | 0.59% | −20−0.1% | Reduced |
| HPC Germany GmbH & Co. KG | 18,600 | $2.71M | 3.38% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 18,562 | $2.70M | 0.85% | −89−0.5% | Reduced |
| Goldstone Financial Group, LLC | 18,541 | $2.70M | 0.79% | +2,015+12.2% | Added |
| RKL Wealth Management LLC | 18,533 | $2.70M | 0.32% | −62−0.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 18,526 | $2.69M | 0.19% | −776−4.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 18,463 | $2.69M | 1.71% | +1,360+8.0% | Added |
| Balentine LLC | 18,438 | $2.68M | 0.09% | −6,484−26.0% | Reduced |
| Everhart Financial Group, Inc. | 18,435 | $2.68M | 1.13% | +848+4.8% | Added |
| Surience Private Wealth LLC | 18,423 | $2.68M | 3.84% | +18,423 | New |
| Aspen Investment Management Inc | 18,405 | $2.68M | 1.59% | −31−0.2% | Reduced |
| Guerra Pan Advisors, LLC | 18,358 | $2.67M | 2.96% | +140+0.8% | Added |
| Hanson & Doremus Investment Management | 18,353 | $2.67M | 0.56% | +2,007+12.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 18,286 | $2.66M | 0.43% | +1,261+7.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18,216 | $2.65M | 0.11% | +3,165+21.0% | Added |
| WP Advisors, LLC | 18,159 | $2.64M | 1.06% | +128+0.7% | Added |
| Sage Investment Advisers LLC | 18,154 | $2.64M | 3.53% | −494−2.6% | Reduced |
| Everett Harris & Co | 18,144 | $2.64M | 0.04% | +291+1.6% | Added |
| Beaumont Financial Advisors, LLC | 18,107 | $2.63M | 0.25% | +875+5.1% | Added |
| Garrett Investment Advisors LLC | 18,070 | $2.63M | 0.38% | +1,376+8.2% | Added |
| Larson Financial Group LLC | 18,059 | $2.63M | 0.26% | −693−3.7% | Reduced |
| Moseley Investment Management Inc | 18,057 | $2.63M | 1.53% | +590+3.4% | Added |
| Enterprise Financial Services Corp | 18,045 | $2.62M | 1.67% | −320−1.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,043 | $2.62M | 0.88% | +846+4.9% | Added |
| True North Advisors, LLC | 18,027 | $2.62M | 0.74% | +3,187+21.5% | Added |
| Aull & Monroe Investment Management Corp | 18,016 | $2.62M | 1.32% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 17,988 | $2.62M | 0.89% | +750+4.4% | Added |
| Tranquility Partners, LLC | 17,988 | $2.62M | 1.13% | −50−0.3% | Reduced |
| Home Federal Bank of Tennessee | 17,916 | $2.61M | 0.92% | −15−0.1% | Reduced |
| Magnolia Capital Advisors LLC | 17,911 | $2.60M | 1.31% | −115−0.6% | Reduced |
| Eclectic Associates Inc | 17,911 | $2.60M | 1.28% | −621−3.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 17,862 | $2.60M | 0.62% | +20+0.1% | Added |
| BCGM Wealth Management, LLC | 17,833 | $2.59M | 1.14% | +1,030+6.1% | Added |
| Court Place Advisors, LLC | 17,765 | $2.58M | 0.91% | −700−3.8% | Reduced |
| Slocum, Gordon & Co LLP | 17,750 | $2.58M | 2.18% | +1,410+8.6% | Added |
| Pegasus Partners Ltd. | 17,687 | $2.57M | 0.38% | −257−1.4% | Reduced |
| Krilogy Financial LLC | 17,674 | $2.57M | 0.23% | −454−2.5% | Reduced |
| Aries Wealth Management | 17,672 | $2.57M | 1.00% | +15+0.1% | Added |
| Occidental Asset Management, LLC | 17,671 | $2.57M | 0.58% | +908+5.4% | Added |
| Mather Group, LLC. | 17,658 | $2.57M | 0.04% | +1,024+6.2% | Added |
| New Potomac Partners, LLC | 17,596 | $2.56M | 1.69% | −1,293−6.8% | Reduced |
| Keystone Financial Group | 17,575 | $2.56M | 0.43% | +17,575 | New |
| Heritage Wealth Advisors | 17,529 | $2.55M | 0.13% | +88+0.5% | Added |
| Moser Wealth Advisors, LLC | 17,479 | $2.54M | 1.71% | +17,479 | New |
| Ameliora Wealth Management Ltd. | 17,456 | $2.54M | 1.57% | −3,447−16.5% | Reduced |
| Financial Planning & Information Services, Inc. | 17,452 | $2.54M | 0.47% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,428 | $2.53M | 1.24% | −115−0.7% | Reduced |
| Snider Financial Group | 17,426 | $2.53M | 1.21% | −288−1.6% | Reduced |
| Twelve Points Wealth Management LLC | 17,415 | $2.53M | 1.35% | −699−3.9% | Reduced |
| Peak Planning Group, LLC | 17,405 | $2.53M | 1.88% | +326+1.9% | Added |
| Prudent Man Advisors, LLC | 17,388 | $2.53M | 0.95% | −423−2.4% | Reduced |
| World Equity Group, Inc. | 17,384 | $2.53M | 0.74% | −22,293−56.2% | Reduced |
| Amplius Wealth Advisors, LLC | 17,374 | $2.53M | 0.34% | +42+0.2% | Added |
| Imprint Wealth LLC | 16,980 | $2.52M | 1.59% | +1,031+6.5% | Added |
| Aureus Asset Management, LLC | 17,346 | $2.52M | 0.19% | −17,449−50.1% | Reduced |
| Loudon Investment Management, LLC | 17,318 | $2.52M | 1.66% | −221−1.3% | Reduced |
| First City Capital Management, Inc. | 17,195 | $2.50M | 1.48% | −375−2.1% | Reduced |