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 |
|---|---|---|---|---|---|
| Ritter Daniher Financial Advisory LLC | 17,164 | $2.50M | 1.03% | +781+4.8% | Added |
| First Commonwealth Financial Corp | 17,152 | $2.49M | 0.81% | −1,358−7.3% | Reduced |
| Benjamin Edwards Inc | 17,134 | $2.49M | 0.58% | −3,425−16.7% | Reduced |
| Park Place Capital Corp | 17,112 | $2.49M | 0.70% | −98−0.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 17,053 | $2.48M | 0.71% | +278+1.7% | Added |
| Kistler-Tiffany Companies, LLC | 17,046 | $2.48M | 0.40% | +188+1.1% | Added |
| Bull Street Advisors, LLC | 17,034 | $2.48M | 1.27% | −71−0.4% | Reduced |
| Lederer & Associates Investment Counsel | 17,013 | $2.47M | 1.87% | −365−2.1% | Reduced |
| Concord Wealth Partners | 16,957 | $2.47M | 0.53% | +5,956+54.1% | Added |
| Gries Financial LLC | 16,937 | $2.46M | 0.68% | −974−5.4% | Reduced |
| Worth Financial Advisory Group, LLC | 16,877 | $2.45M | 2.28% | −20−0.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 16,854 | $2.45M | 0.79% | +849+5.3% | Added |
| Founders Financial Securities LLC | 16,849 | $2.45M | 0.32% | −1,143−6.4% | Reduced |
| River Street Advisors LLC | 16,848 | $2.45M | 2.34% | −316−1.8% | Reduced |
| Financial Architects, Inc | 16,842 | $2.45M | 0.37% | −301−1.8% | Reduced |
| Benin Management CORP | 16,796 | $2.44M | 0.87% | +87+0.5% | Added |
| Cumberland Advisors Inc | 16,760 | $2.44M | 1.11% | −13,010−43.7% | Reduced |
| Abundance Wealth Counselors | 16,739 | $2.44M | 1.26% | +207+1.3% | Added |
| Institute for Wealth Management, LLC. | 16,732 | $2.43M | 0.43% | −15−0.1% | Reduced |
| Center for Financial Planning, Inc. | 16,715 | $2.43M | 0.51% | +59+0.4% | Added |
| Boltwood Capital Management | 16,659 | $2.42M | 0.87% | −20.0% | Reduced |
| Continental Advisors LLC | 16,635 | $2.42M | 2.14% | −1,500−8.3% | Reduced |
| Hudson Canyon Capital Management | 16,620 | $2.42M | 1.91% | +1,965+13.4% | Added |
| GSB Wealth Management, LLC | 16,610 | $2.42M | 0.79% | +116+0.7% | Added |
| Eagle Bluffs Wealth Management LLC | 16,602 | $2.41M | 1.86% | +231+1.4% | Added |
| Simon Quick Advisors, LLC | 16,583 | $2.41M | 0.22% | −2,831−14.6% | Reduced |
| Warther Private Wealth, LLC | 16,546 | $2.41M | 1.64% | +467+2.9% | Added |
| 3Chopt Investment Partners, LLC | 16,538 | $2.41M | 1.20% | +11+0.1% | Added |
| Credit Capital Investments LLC | 16,500 | $2.40M | 3.13% | −6,000−26.7% | Reduced |
| Alaska Permanent Fund Corp | 16,500 | $2.40M | 0.05% | +16,500 | New |
| Jackson Hole Capital Partners, LLC | 16,484 | $2.40M | 0.66% | −2,796−14.5% | Reduced |
| Chilton Investment Co LLC | 16,429 | $2.39M | 0.07% | +2,636+19.1% | Added |
| BigSur Wealth Management LLC | 16,403 | $2.39M | 1.14% | −158−1.0% | Reduced |
| Martin & Co Inc | 16,397 | $2.38M | 0.60% | −559−3.3% | Reduced |
| Vista Wealth Management Group, LLC | 16,367 | $2.38M | 0.23% | −212−1.3% | Reduced |
| Centiva Capital, LP | 16,338 | $2.38M | 0.12% | −14,645−47.3% | Reduced |
| Riverview Trust Co | 16,315 | $2.37M | 2.15% | −1,967−10.8% | Reduced |
| Northwest Bank & Trust Co | 16,258 | $2.36M | 2.27% | +16,258 | New |
| Kingswood Wealth Advisors, LLC | 16,256 | $2.36M | 0.75% | +16,256 | New |
| Ledge Wealth Management, Inc. | 16,123 | $2.34M | 1.12% | −4,767−22.8% | Reduced |
| Venturi Wealth Management, LLC | 16,119 | $2.34M | 0.19% | +2,595+19.2% | Added |
| SkyView Investment Advisors, LLC | 16,107 | $2.34M | 0.58% | +20.0% | Added |
| Marion Wealth Management | 16,092 | $2.34M | 0.83% | +852+5.6% | Added |
| Dillon & Associates Inc | 16,139 | $2.34M | 0.43% | +275+1.7% | Added |
| Missouri Trust & Investment Co | 16,035 | $2.33M | 1.31% | +1,037+6.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 16,000 | $2.33M | 1.50% | +5,000+45.5% | Added |
| Weik Capital Management | 15,955 | $2.32M | 1.10% | −425−2.6% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 15,938 | $2.32M | 1.13% | −177−1.1% | Reduced |
| Royal Harbor Partners, LLC | 15,930 | $2.32M | 1.14% | −122−0.8% | Reduced |
| Delta Asset Management LLC | 15,928 | $2.32M | 0.23% | +99+0.6% | Added |
| Finer Wealth Management, Inc. | 15,892 | $2.31M | 1.81% | +407+2.6% | Added |
| Gleason Group, Inc. | 15,889 | $2.31M | 0.60% | +35+0.2% | Added |
| Nvest Financial, LLC | 15,863 | $2.31M | 2.02% | +1,509+10.5% | Added |
| Relyea Zuckerberg Hanson LLC | 15,841 | $2.30M | 0.52% | +1,814+12.9% | Added |
| Kensington Investment Counsel, LLC | 15,821 | $2.30M | 1.46% | +2,082+15.2% | Added |
| Naviter Wealth, LLC | 15,814 | $2.30M | 0.58% | +1,829+13.1% | Added |
| Mirabella Financial Services LLP | 15,800 | $2.30M | 0.27% | +15,800 | New |
| Cornell Pochily Investment Advisors, Inc. | 15,800 | $2.30M | 0.95% | +72+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 15,784 | $2.30M | 0.27% | +4,911+45.2% | Added |
| Ironwood Financial, llc | 15,757 | $2.29M | 0.60% | −620−3.8% | Reduced |
| Aberdeen Wealth Management LLC | 15,714 | $2.29M | 1.65% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 15,871 | $2.28M | 0.27% | −99−0.6% | Reduced |
| Fortem Financial Group, LLC | 15,643 | $2.28M | 1.35% | +1,038+7.1% | Added |
| Phillips Financial Management, LLC | 15,569 | $2.26M | 0.21% | +108+0.7% | Added |
| First Capital Advisors Group, LLC. | 15,560 | $2.26M | 1.18% | −65−0.4% | Reduced |
| S.E.E.D. Planning Group LLC | 15,545 | $2.26M | 0.79% | +600+4.0% | Added |
| Etesian Wealth Advisors, Inc. | 15,518 | $2.26M | 1.47% | +118+0.8% | Added |
| Bradley Mark J. | 15,505 | $2.26M | 2.24% | −5,720−26.9% | Reduced |
| Summit X, LLC | 15,475 | $2.25M | 0.55% | +844+5.8% | Added |
| Resolute Wealth Strategies, LLC | 15,433 | $2.24M | 1.74% | +279+1.8% | Added |
| Sittner & Nelson, LLC | 15,426 | $2.24M | 1.23% | +367+2.4% | Added |
| Wealth Alliance | 15,412 | $2.24M | 0.34% | −607−3.8% | Reduced |
| Optimum Investment Advisors | 15,369 | $2.24M | 1.09% | +190+1.3% | Added |
| Chatham Capital Group, Inc. | 15,365 | $2.23M | 0.47% | +50+0.3% | Added |
| Alaethes Wealth LLC | 15,363 | $2.23M | 1.23% | −1,121−6.8% | Reduced |
| Jeppson Wealth Management, LLC | 15,351 | $2.23M | 0.97% | −296−1.9% | Reduced |
| Oak Family Advisors, LLC | 15,321 | $2.23M | 1.06% | +392+2.6% | Added |
| TCI Wealth Advisors, Inc. | 15,309 | $2.23M | 0.28% | −677−4.2% | Reduced |
| Roof Eidam & Maycock | 15,307 | $2.23M | 0.75% | −350−2.2% | Reduced |
| Rollins Financial | 15,264 | $2.22M | 0.61% | −139−0.9% | Reduced |
| LS Investment Advisors, LLC | 15,257 | $2.22M | 0.39% | +404+2.7% | Added |
| Guardian Capital LP | 15,255 | $2.22M | 0.07% | 00.0% | Unchanged |
| L.M. Kohn & Company | 15,213 | $2.21M | 0.84% | +3,450+29.3% | Added |
| Arbor Capital Management Inc | 15,085 | $2.21M | 1.72% | +23+0.2% | Added |
| Ethos Financial Group, LLC | 16,911 | $2.20M | 0.74% | 00.0% | Unchanged |
| Advisory Research Inc | 15,157 | $2.20M | 0.28% | +2,687+21.5% | Added |
| Wolff Wiese Magana LLC | 15,144 | $2.20M | 1.70% | −328−2.1% | Reduced |
| First Bank & Trust | 15,138 | $2.20M | 0.56% | −1,117−6.9% | Reduced |
| Blueprint Investment Partners LLC | 15,110 | $2.20M | 0.79% | −3,835−20.2% | Reduced |
| Eqis Capital Management, Inc. | 15,107 | $2.20M | 0.25% | +7,043+87.3% | Added |
| SFMG, LLC | 15,099 | $2.20M | 0.23% | −323−2.1% | Reduced |
| High Net Worth Advisory Group LLC | 15,074 | $2.19M | 0.85% | +287+1.9% | Added |
| All Terrain Financial Advisors, LLC | 15,053 | $2.19M | 0.99% | +320+2.2% | Added |
| Sutton Wealth Advisors Inc. | 15,047 | $2.19M | 1.06% | +632+4.4% | Added |
| Fragasso Group Inc. | 15,023 | $2.18M | 0.23% | +368+2.5% | Added |
| Jessup Wealth Management, Inc | 15,014 | $2.18M | 1.17% | −635−4.1% | Reduced |
| Glaxis Capital Management, LLC | 15,000 | $2.18M | 8.28% | +15,000 | New |
| TCWP LLC | 14,945 | $2.17M | 0.46% | −3,373−18.4% | Reduced |
| Owen LaRue, LLC | 14,753 | $2.16M | 2.27% | −2,290−13.4% | Reduced |
| Next Capital Management LLC | 14,817 | $2.16M | 1.00% | +571+4.0% | Added |