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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 12,696 | $1.85M | 0.07% | +572+4.7% | Added |
| Proficio Capital Partners LLC | 12,658 | $1.84M | 0.25% | +484+4.0% | Added |
| Wrapmanager Inc | 12,650 | $1.84M | 0.56% | −412−3.2% | Reduced |
| Fiduciary Planning LLC | 12,630 | $1.84M | 0.85% | +21+0.2% | Added |
| Trail Ridge Investment Advisors, LLC | 12,588 | $1.83M | 1.13% | −363−2.8% | Reduced |
| Waddell & Associates, LLC | 12,557 | $1.83M | 0.27% | +1,996+18.9% | Added |
| Falcon Wealth Planning | 12,546 | $1.82M | 0.41% | +439+3.6% | Added |
| Avidian Wealth Solutions, LLC | 12,536 | $1.82M | 0.12% | −17,719−58.6% | Reduced |
| Greenwich Wealth Management LLC | 12,504 | $1.82M | 0.19% | −154−1.2% | Reduced |
| Lindenwold Advisors | 12,497 | $1.82M | 1.11% | −1,695−11.9% | Reduced |
| Tempus Wealth Planning, LLC | 12,492 | $1.82M | 0.82% | −312−2.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12,690 | $1.81M | 0.92% | +5,200+69.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 12,424 | $1.81M | 1.75% | −250−2.0% | Reduced |
| Mastrapasqua Asset Management Inc | 12,378 | $1.80M | 0.20% | −20.0% | Reduced |
| Chesapeake Wealth Management | 12,370 | $1.80M | 0.71% | −537−4.2% | Reduced |
| Vista Investment Management | 12,300 | $1.79M | 0.91% | −126−1.0% | Reduced |
| Weatherly Asset Management L. P. | 12,296 | $1.79M | 0.21% | +140+1.2% | Added |
| 626 Financial, LLC | 12,289 | $1.79M | 1.14% | −813−6.2% | Reduced |
| Oder Investment Management, LLC | 12,252 | $1.78M | 1.95% | −137−1.1% | Reduced |
| Game Creek Capital, LP | 12,250 | $1.78M | 1.18% | −3,750−23.4% | Reduced |
| Bath Savings Trust Co | 12,231 | $1.78M | 0.21% | −400−3.2% | Reduced |
| Traphagen Investment Advisors LLC | 12,229 | $1.78M | 0.23% | +179+1.5% | Added |
| Mendel Money Management | 12,214 | $1.78M | 0.91% | −7,830−39.1% | Reduced |
| Ballast, Inc. | 12,208 | $1.78M | 0.68% | +268+2.2% | Added |
| Connective Portfolio Management, LLC | 12,080 | $1.77M | 4.39% | +12,080 | New |
| Invesco, LLC | 12,162 | $1.77M | 0.87% | +12,162 | New |
| MJP Associates Inc | 12,138 | $1.77M | 0.58% | −379−3.0% | Reduced |
| Dover Advisors, LLC | 12,122 | $1.76M | 1.56% | −1,947−13.8% | Reduced |
| Winning Points Advisors, LLC | 10,323 | $1.76M | 2.71% | −13,300−56.3% | Reduced |
| Algert Global LLC | 12,061 | $1.75M | 0.08% | +8,200+212.4% | Added |
| ORG Partners LLC | 11,981 | $1.75M | 0.28% | +1,552+14.9% | Added |
| Autumn Glory Partners, LLC | 12,058 | $1.75M | 1.28% | +3,125+35.0% | Added |
| Avestar Capital, LLC | 12,031 | $1.75M | 0.30% | +1,077+9.8% | Added |
| Two Sigma Investments, LP | 12,000 | $1.75M | 0.00% | 00.0% | Unchanged |
| Ulysses Management LLC | 12,000 | $1.75M | 0.45% | 00.0% | Unchanged |
| U S Global Investors Inc | 12,000 | $1.75M | 0.10% | +12,000 | New |
| Fort Point Capital Partners LLC | 11,961 | $1.74M | 0.26% | +480+4.2% | Added |
| Gateway Advisory, LLC | 11,954 | $1.74M | 0.37% | +4,905+69.6% | Added |
| HMS Capital Management, LLC | 11,936 | $1.74M | 1.05% | −231−1.9% | Reduced |
| BSW Wealth Partners | 11,935 | $1.74M | 0.36% | +47+0.4% | Added |
| Acorn Wealth Advisors, LLC | 11,921 | $1.73M | 1.18% | −20−0.2% | Reduced |
| Aldebaran Capital, LLC | 11,907 | $1.73M | 1.78% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 11,215 | $1.73M | 0.79% | −394−3.4% | Reduced |
| Trillium Asset Management, LLC | 11,889 | $1.73M | 0.05% | −98−0.8% | Reduced |
| WealthPlan Investment Management, LLC | 11,874 | $1.73M | 0.51% | −8,734−42.4% | Reduced |
| Birmingham Capital Management Co Inc | 11,857 | $1.72M | 0.72% | −3,670−23.6% | Reduced |
| Elmwood Wealth Management, Inc. | 11,848 | $1.72M | 0.80% | −932−7.3% | Reduced |
| Clarus Group, Inc. | 11,842 | $1.72M | 1.26% | +3,467+41.4% | Added |
| Marietta Investment Partners LLC | 11,840 | $1.72M | 0.45% | +40+0.3% | Added |
| Keudell/Morrison Wealth Management | 11,836 | $1.72M | 0.50% | −51−0.4% | Reduced |
| Invst, LLC | 11,820 | $1.72M | 0.25% | −214−1.8% | Reduced |
| First Dallas Securities Inc. | 11,815 | $1.72M | 0.96% | −299−2.5% | Reduced |
| Kinsale Capital Group, Inc. | 11,810 | $1.72M | 1.04% | +6,056+105.2% | Added |
| MBA Advisors LLC | 11,783 | $1.71M | 1.02% | −396−3.3% | Reduced |
| Peachtree Investment Partners, LLC | 11,779 | $1.71M | 0.78% | +351+3.1% | Added |
| Windsor Capital Management, LLC | 11,751 | $1.71M | 0.57% | 00.0% | Unchanged |
| American Investment Services, Inc. | 11,716 | $1.70M | 0.35% | −16,292−58.2% | Reduced |
| Icon Wealth Partners, LLC | 11,709 | $1.70M | 0.18% | −3,479−22.9% | Reduced |
| Corundum Group, Inc. | 11,693 | $1.70M | 0.85% | −3,593−23.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 11,686 | $1.70M | 1.28% | −104−0.9% | Reduced |
| ASB Consultores, LLC | 11,686 | $1.70M | 0.83% | −537−4.4% | Reduced |
| Peoples Bank | 11,643 | $1.69M | 1.04% | −359−3.0% | Reduced |
| Heron Financial Group, LLC | 11,638 | $1.69M | 0.91% | −180−1.5% | Reduced |
| Front Row Advisors LLC | 11,617 | $1.69M | 0.75% | +28+0.2% | Added |
| WT Wealth Management | 11,617 | $1.69M | 0.70% | −232−2.0% | Reduced |
| Allred Capital Management, LLC | 11,604 | $1.69M | 0.83% | +795+7.4% | Added |
| Evergreen Wealth Solutions, LLC | 11,597 | $1.69M | 1.70% | −107−0.9% | Reduced |
| ARGA Investment Management, LP | 11,581 | $1.68M | 0.06% | 00.0% | Unchanged |
| Kidder Stephen W | 11,567 | $1.68M | 0.55% | +800+7.4% | Added |
| Oak Hill Wealth Advisors, LLC | 11,561 | $1.68M | 0.62% | +30.0% | Added |
| My Legacy Advisors, LLC | 11,282 | $1.68M | 0.66% | +545+5.1% | Added |
| Aft, Forsyth & Company, Inc. | 11,539 | $1.68M | 1.19% | +260+2.3% | Added |
| Optas, LLC | 11,534 | $1.68M | 0.56% | +177+1.6% | Added |
| Kelly Lawrence W & Associates Inc | 11,766 | $1.68M | 0.43% | −694−5.6% | Reduced |
| Rosenbaum Jay D. | 11,528 | $1.68M | 2.69% | −686−5.6% | Reduced |
| Granite Bay Wealth Management, LLC | 11,523 | $1.68M | 1.56% | +2,771+31.7% | Added |
| Financial Management Professionals, Inc. | 11,516 | $1.68M | 0.28% | +254+2.3% | Added |
| BHK Investment Advisors, LLC | 11,504 | $1.67M | 0.72% | −356−3.0% | Reduced |
| Sonata Capital Group Inc | 11,483 | $1.67M | 0.86% | +500+4.6% | Added |
| BlackDiamond Wealth Management Inc. | 10,642 | $1.67M | 1.41% | +169+1.6% | Added |
| Schrum Private Wealth Management LLC | 11,443 | $1.66M | 1.80% | +6+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 11,414 | $1.66M | 0.51% | +2,376+26.3% | Added |
| Aaron Wealth Advisors | 11,413 | $1.66M | 0.22% | +516+4.7% | Added |
| St. Johns Investment Management Company, LLC | 11,374 | $1.65M | 0.90% | −236−2.0% | Reduced |
| McMillion Capital Management Inc | 11,357 | $1.65M | 1.47% | −542−4.6% | Reduced |
| FinTrust Capital Advisors, LLC | 12,312 | $1.65M | 0.40% | 00.0% | Unchanged |
| Geller Advisors LLC | 11,347 | $1.65M | 0.21% | +5,385+90.3% | Added |
| Patriot Investment Management Inc. | 11,333 | $1.65M | 0.14% | +40+0.4% | Added |
| Highview Capital Management LLC | 11,331 | $1.65M | 0.89% | −22−0.2% | Reduced |
| Aire Advisors, LLC | 11,327 | $1.65M | 0.43% | +997+9.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 11,325 | $1.65M | 1.13% | −200−1.7% | Reduced |
| Truepoint, Inc. | 11,308 | $1.64M | 0.05% | +208+1.9% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,214 | $1.64M | 0.34% | 00.0% | Unchanged |
| Caldwell Investment Management Ltd. | 11,460 | $1.64M | 1.24% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 11,301 | $1.64M | 0.23% | +1,181+11.7% | Added |
| CKW Financial Group | 11,295 | $1.64M | 0.25% | +408+3.7% | Added |
| Norris Perne & French LLP | 11,296 | $1.64M | 0.14% | +140+1.3% | Added |
| Texas Capital Bancshares Inc | 11,287 | $1.64M | 0.91% | −241−2.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,284 | $1.64M | 1.22% | +39+0.3% | Added |
| Consolidated Portfolio Review Corp | 11,276 | $1.64M | 0.39% | −8−0.1% | Reduced |