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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 14,787 | $2.15M | 1.17% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 14,865 | $2.13M | 0.63% | +1,075+7.8% | Added |
| Bell Bank | 14,622 | $2.13M | 0.23% | +2,490+20.5% | Added |
| FengHe Fund Management Pte. Ltd. | 14,600 | $2.12M | 0.42% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14,586 | $2.12M | 0.28% | +976+7.2% | Added |
| Gryphon Financial Partners LLC | 14,571 | $2.12M | 0.47% | −496−3.3% | Reduced |
| Odey Asset Management LLP | 14,567 | $2.12M | 0.78% | +14,567 | New |
| Davidson Trust Co | 14,560 | $2.12M | 1.53% | −165−1.1% | Reduced |
| Y.D. More Investments Ltd | 14,533 | $2.11M | 0.54% | +12,008+475.6% | Added |
| Farther Finance Advisors, LLC | 14,521 | $2.11M | 0.46% | +1,745+13.7% | Added |
| Armor Investment Advisors, LLC | 14,518 | $2.11M | 1.28% | −10,321−41.6% | Reduced |
| Brady Family Wealth, LLC | 14,511 | $2.11M | 0.79% | +133+0.9% | Added |
| Wambolt & Associates, LLC | 14,494 | $2.11M | 0.75% | −157−1.1% | Reduced |
| Benedict Financial Advisors Inc | 14,471 | $2.10M | 0.58% | +367+2.6% | Added |
| MB, Levis & Associates, LLC | 14,458 | $2.10M | 1.35% | −27−0.2% | Reduced |
| Buckingham Strategic Partners | 14,426 | $2.10M | 0.12% | −963−6.3% | Reduced |
| Klingman & Associates, LLC | 14,368 | $2.09M | 0.17% | +348+2.5% | Added |
| Carl P. Sherr & Co., LLC | 14,351 | $2.09M | 1.37% | −16−0.1% | Reduced |
| Highlander Capital Management, LLC | 14,280 | $2.08M | 0.96% | +1,000+7.5% | Added |
| LCNB Corp | 14,260 | $2.07M | 0.88% | +645+4.7% | Added |
| Notis-McConarty Edward | 14,197 | $2.06M | 0.79% | −200−1.4% | Reduced |
| Lafayette Investments, Inc. | 14,195 | $2.06M | 0.54% | −4,526−24.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,190 | $2.06M | 2.00% | +190+1.4% | Added |
| Hudson Value Partners, LLC | 14,188 | $2.06M | 1.05% | −10,275−42.0% | Reduced |
| Summit Financial Group Inc | 14,172 | $2.06M | 0.80% | −10−0.1% | Reduced |
| Boit C F David | 14,137 | $2.06M | 1.37% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 14,132 | $2.06M | 1.11% | 00.0% | Unchanged |
| Insight Inv LLC | 14,113 | $2.05M | 2.11% | +1,510+12.0% | Added |
| Holistic Financial Partners | 14,094 | $2.05M | 1.42% | +703+5.2% | Added |
| Wulff, Hansen & Co. | 14,085 | $2.05M | 2.29% | −320−2.2% | Reduced |
| Tudor Investment Corp Et Al | 14,082 | $2.05M | 0.03% | +14,082 | New |
| Pinnacle Holdings, LLC | 14,077 | $2.05M | 0.91% | +40.0% | Added |
| Prestige Wealth Management Group LLC | 14,073 | $2.05M | 0.49% | −436−3.0% | Reduced |
| Union Savings Bank | 12,951 | $2.05M | 1.22% | +12,951 | New |
| Ruffer LLP | 14,070 | $2.05M | 0.12% | −65−0.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,098 | $2.04M | 0.90% | −62−0.5% | Reduced |
| Stableford Capital II LLC | 13,258 | $2.04M | 0.90% | +13,258 | New |
| Chapman Investment Management, LLC | 13,962 | $2.03M | 1.61% | −350−2.4% | Reduced |
| Delta Financial Advisors LLC | 13,941 | $2.03M | 0.90% | +212+1.5% | Added |
| Washington Capital Management Inc | 13,930 | $2.03M | 1.72% | 00.0% | Unchanged |
| First County Bank | 13,928 | $2.03M | 0.98% | −1,054−7.0% | Reduced |
| AustralianSuper Pty Ltd | 13,898 | $2.02M | 0.01% | +13,898 | New |
| Audent Global Asset Management, LLC | 13,893 | $2.02M | 2.41% | +6,880+98.1% | Added |
| Twin Lakes Capital Management, LLC | 13,892 | $2.02M | 1.43% | +59+0.4% | Added |
| Cim Investment Mangement Inc | 13,871 | $2.02M | 0.69% | +33+0.2% | Added |
| DAGCO, Inc. | 13,867 | $2.02M | 1.00% | −394−2.8% | Reduced |
| Greytown Advisors Inc. | 13,857 | $2.02M | 1.10% | −5,757−29.4% | Reduced |
| Main Street Financial Solutions, LLC | 13,854 | $2.01M | 0.27% | −463−3.2% | Reduced |
| Verus Capital Partners, LLC | 13,853 | $2.01M | 0.29% | +500+3.7% | Added |
| First National Advisers, LLC | 16,370 | $2.01M | 1.86% | +2,881+21.4% | Added |
| Virtue Capital Management, LLC | 13,902 | $2.01M | 0.34% | +314+2.3% | Added |
| Hamel Associates, Inc. | 13,817 | $2.01M | 0.70% | −660−4.6% | Reduced |
| MRP Capital Investments, LLC | 55,900 | $2.01M | 1.96% | +55,900 | New |
| Rockingstone Advisors LLC | 13,733 | $2.00M | 1.13% | −75−0.5% | Reduced |
| Lion Street Advisors, LLC | 11,753 | $2.00M | 0.67% | −115−1.0% | Reduced |
| Accredited Investors Inc. | 13,681 | $1.99M | 0.14% | +114+0.8% | Added |
| Blodgett Wealth Advisors, LLC | 13,679 | $1.99M | 2.07% | −99−0.7% | Reduced |
| IMS Capital Management | 13,676 | $1.99M | 1.10% | +2,621+23.7% | Added |
| CFS Investment Advisory Services, LLC | 13,664 | $1.99M | 0.25% | +133+1.0% | Added |
| Thomas White International Ltd | 13,647 | $1.98M | 0.41% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 13,643 | $1.98M | 0.68% | +97+0.7% | Added |
| Pointe Capital Management LLC | 13,618 | $1.98M | 1.50% | +267+2.0% | Added |
| Brendel Financial Advisors LLC | 13,603 | $1.98M | 2.98% | −262−1.9% | Reduced |
| LMG Wealth Partners, LLC | 13,589 | $1.98M | 0.60% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 13,566 | $1.97M | 0.54% | +256+1.9% | Added |
| Steward Financial Group LLC | 13,558 | $1.97M | 0.63% | −366−2.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 13,512 | $1.97M | 1.94% | +1,799+15.4% | Added |
| Aft, Forsyth & Sober, LLC | 13,450 | $1.96M | 0.81% | +350+2.7% | Added |
| Insight Wealth Strategies, LLC | 13,416 | $1.95M | 0.37% | +42+0.3% | Added |
| Longfellow Investment Management Co LLC | 13,403 | $1.95M | 0.45% | −2,302−14.7% | Reduced |
| Byrne Asset Management LLC | 13,402 | $1.95M | 1.27% | −31−0.2% | Reduced |
| Exchange Bank | 13,347 | $1.94M | 1.88% | +13,347 | New |
| WBH Advisory Inc | 13,345 | $1.94M | 0.23% | −270−2.0% | Reduced |
| Segment Wealth Management, LLC | 13,284 | $1.93M | 0.20% | −1,775−11.8% | Reduced |
| Spreng Capital Management, Inc. | 13,276 | $1.93M | 1.52% | −2,790−17.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 13,271 | $1.93M | 0.30% | +142+1.1% | Added |
| Matrix Trust Co | 13,272 | $1.93M | 0.50% | +914+7.4% | Added |
| Hartline Investment Corp | 13,257 | $1.93M | 0.33% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 13,159 | $1.91M | 0.00% | −293−2.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 13,144 | $1.91M | 0.13% | +2,936+28.8% | Added |
| Violich Capital Management, Inc. | 13,135 | $1.91M | 0.31% | −750−5.4% | Reduced |
| Palumbo Wealth Management LLC | 13,125 | $1.91M | 1.17% | +20+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,119 | $1.91M | 0.46% | +10+0.1% | Added |
| Channel Wealth LLC | 13,096 | $1.90M | 1.10% | +2,030+18.3% | Added |
| Donald L. Hagan, LLC | 13,068 | $1.90M | 1.07% | −491−3.6% | Reduced |
| Cornerstone Advisory, LLC | 13,066 | $1.90M | 0.33% | −2,345−15.2% | Reduced |
| SlateStone Wealth, LLC | 13,040 | $1.90M | 0.36% | −278−2.1% | Reduced |
| Aspen Grove Capital, LLC | 13,017 | $1.89M | 0.61% | +1,166+9.8% | Added |
| Joseph Group Capital Management | 12,958 | $1.88M | 1.58% | +916+7.6% | Added |
| Ellerson Group Inc | 12,933 | $1.88M | 1.79% | 00.0% | Unchanged |
| Pacitti Group Inc. | 12,906 | $1.88M | 1.32% | +33+0.3% | Added |
| Neumann Capital Management, LLC | 12,895 | $1.88M | 0.78% | −304−2.3% | Reduced |
| Money Concepts Capital Corp | 12,841 | $1.87M | 0.19% | −18,610−59.2% | Reduced |
| BlueCrest Capital Management Ltd | 12,828 | $1.87M | 0.24% | +12,828 | New |
| Legacy Wealth Management, LLC | 12,814 | $1.86M | 0.93% | −24−0.2% | Reduced |
| Drive Wealth Management, LLC | 12,812 | $1.86M | 0.69% | −366−2.8% | Reduced |
| Essex Investment Management Co LLC | 12,805 | $1.86M | 0.26% | +2,579+25.2% | Added |
| IPG Investment Advisors LLC | 12,721 | $1.85M | 0.40% | +9,009+242.7% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12,849 | $1.85M | 0.38% | −14,237−52.6% | Reduced |
| Centennial Bank | 12,702 | $1.85M | 1.25% | −1,500−10.6% | Reduced |