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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Group, Inc. | 11,256 | $1.64M | 1.43% | −550−4.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 11,102 | $1.64M | 0.66% | +367+3.4% | Added |
| Birinyi Associates Inc | 11,252 | $1.64M | 0.60% | +20.0% | Added |
| TBH Global Asset Management, LLC | 11,236 | $1.63M | 0.32% | +1,784+18.9% | Added |
| Mainstay Capital Management LLC | 11,233 | $1.63M | 0.29% | −391−3.4% | Reduced |
| One Charles Private Wealth Services, LLC | 11,209 | $1.63M | 0.95% | −59−0.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 11,199 | $1.63M | 0.20% | 00.0% | Unchanged |
| Well Done, LLC | 11,194 | $1.63M | 0.35% | +1,345+13.7% | Added |
| Canvas Wealth Advisors, LLC | 10,298 | $1.63M | 0.60% | −707−6.4% | Reduced |
| Winthrop Advisory Group LLC | 11,159 | $1.62M | 0.26% | +586+5.5% | Added |
| Formidable Asset Management, LLC | 11,130 | $1.62M | 0.35% | +339+3.1% | Added |
| MBL Wealth, LLC | 11,128 | $1.62M | 0.23% | −213−1.9% | Reduced |
| Castle Rock Wealth Management, LLC | 11,175 | $1.62M | 0.55% | −566−4.8% | Reduced |
| Cacti Asset Management LLC | 11,110 | $1.62M | 0.15% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 11,104 | $1.61M | 0.58% | +1,249+12.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,100 | $1.61M | 0.00% | +92+0.8% | Added |
| Blue Square Asset Management, LLC | 11,090 | $1.61M | 1.15% | +7,919+249.7% | Added |
| Vantage Financial Partners Ltd., Inc. | 11,074 | $1.61M | 0.89% | 00.0% | Unchanged |
| Eagle Capital Management, LLC | 11,060 | $1.61M | 0.90% | +11,060 | New |
| Costello Asset Management, INC | 11,062 | $1.61M | 1.38% | −10−0.1% | Reduced |
| JNBA Financial Advisors | 11,057 | $1.61M | 0.19% | +117+1.1% | Added |
| Evergreen Wealth Management, LLC | 11,056 | $1.61M | 1.26% | −938−7.8% | Reduced |
| Shay Capital LLC | 11,050 | $1.61M | 0.57% | −1,050−8.7% | Reduced |
| Biltmore Family Office, LLC | 11,049 | $1.61M | 0.34% | −1,219−9.9% | Reduced |
| Orion Capital Management LLC | 11,044 | $1.61M | 1.06% | −6−0.1% | Reduced |
| Trust Investment Advisors | 11,009 | $1.60M | 1.29% | +201+1.9% | Added |
| G&S Capital LLC | 11,007 | $1.60M | 0.77% | −1,964−15.1% | Reduced |
| Inscription Capital, LLC | 10,975 | $1.60M | 0.50% | −347−3.1% | Reduced |
| Wealth Architects, LLC | 10,953 | $1.59M | 0.26% | +33+0.3% | Added |
| Concord Asset Management, LLC | 10,946 | $1.59M | 0.56% | +2,339+27.2% | Added |
| LGT Financial Advisors LLC | 10,942 | $1.59M | 1.70% | +4,826+78.9% | Added |
| Personal Cfo Solutions, LLC | 10,930 | $1.59M | 0.32% | +1,450+15.3% | Added |
| Aldebaran Financial Inc. | 10,917 | $1.59M | 2.28% | −1,591−12.7% | Reduced |
| WealthBridge Capital Management, LLC | 10,851 | $1.58M | 0.63% | −4,631−29.9% | Reduced |
| CoreFirst Bank & Trust | 10,847 | $1.58M | 1.11% | −678−5.9% | Reduced |
| CIC Wealth, LLC | 10,845 | $1.58M | 0.55% | +26+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 10,828 | $1.57M | 0.56% | −1,843−14.5% | Reduced |
| Westmount Partners, LLC | 10,815 | $1.57M | 0.68% | +163+1.5% | Added |
| Wealth Management Partners, LLC | 10,809 | $1.57M | 0.99% | +365+3.5% | Added |
| Hollow Brook Wealth Management LLC | 10,808 | $1.57M | 0.68% | +230+2.2% | Added |
| Oarsman Capital, Inc. | 10,784 | $1.57M | 0.69% | −2,436−18.4% | Reduced |
| De Burlo Group Inc | 10,773 | $1.57M | 0.26% | +456+4.4% | Added |
| Princeton Capital Management LLC | 10,772 | $1.57M | 0.65% | −472−4.2% | Reduced |
| Applied Capital LLC | 10,750 | $1.56M | 1.48% | +31+0.3% | Added |
| Trust Co | 10,735 | $1.56M | 0.23% | −5,230−32.8% | Reduced |
| Orleans Capital Management Corp | 10,727 | $1.56M | 1.11% | +390+3.8% | Added |
| Cape Ann Savings Bank | 10,726 | $1.56M | 1.04% | −134−1.2% | Reduced |
| Summit Financial Strategies, Inc. | 10,692 | $1.56M | 0.29% | +196+1.9% | Added |
| JSF Financial, LLC | 10,680 | $1.55M | 0.55% | +65+0.6% | Added |
| 44 Wealth Management LLC | 10,679 | $1.55M | 0.53% | −1,005−8.6% | Reduced |
| Tradition Wealth Management, LLC | 10,677 | $1.55M | 0.18% | −110−1.0% | Reduced |
| RW Investment Management LLC | 10,632 | $1.55M | 0.32% | −64−0.6% | Reduced |
| Paulson Wealth Management Inc. | 10,604 | $1.54M | 0.53% | +1,231+13.1% | Added |
| Matrix Private Capital Group LLC | 10,564 | $1.54M | 1.12% | −1,187−10.1% | Reduced |
| Connecticut Wealth Management, LLC | 10,553 | $1.53M | 0.11% | +2,310+28.0% | Added |
| Calton & Associates, Inc. | 10,549 | $1.53M | 0.72% | +2,013+23.6% | Added |
| Ignite Planners, LLC | 10,621 | $1.53M | 0.59% | −131−1.2% | Reduced |
| Gilman Hill Asset Management, LLC | 10,523 | $1.53M | 0.28% | +250+2.4% | Added |
| Select Asset Management & Trust | 10,490 | $1.53M | 0.93% | +2,129+25.5% | Added |
| Sterling Investment Counsel, LLC | 10,463 | $1.52M | 0.82% | +272+2.7% | Added |
| Capital Square, LLC | 10,417 | $1.52M | 1.40% | −49−0.5% | Reduced |
| First National Bank of South Miami | 10,417 | $1.52M | 1.22% | −542−4.9% | Reduced |
| Sky Investment Group LLC | 10,406 | $1.51M | 0.33% | −240−2.3% | Reduced |
| Cypress Wealth Services, LLC | 9,864 | $1.51M | 0.40% | +1,248+14.5% | Added |
| Signet Financial Management, LLC | 10,401 | $1.51M | 0.24% | −660−6.0% | Reduced |
| Taika Capital, LP | 10,400 | $1.51M | 0.83% | −1,400−11.9% | Reduced |
| Epacria Capital Partners, LLC | 10,400 | $1.51M | 1.24% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10,397 | $1.51M | 0.23% | +1,328+14.6% | Added |
| LexAurum Advisors, LLC | 10,380 | $1.51M | 0.45% | +3,995+62.6% | Added |
| Central Bank & Trust Co | 10,351 | $1.51M | 0.26% | +473+4.8% | Added |
| Landscape Capital Management, L.L.C. | 10,324 | $1.50M | 0.20% | +10,324 | New |
| Executive Wealth Management, LLC | 10,322 | $1.50M | 0.16% | +406+4.1% | Added |
| Global Trust Asset Management, LLC | 10,316 | $1.50M | 0.67% | −168−1.6% | Reduced |
| Towercrest Capital Management | 10,275 | $1.49M | 0.28% | +444+4.5% | Added |
| PYA Waltman Capital, LLC | 9,650 | $1.49M | 0.64% | +2,578+36.5% | Added |
| Old Mission Investment Co LLC | 10,262 | $1.49M | 0.55% | −245−2.3% | Reduced |
| Morris Financial Concepts, Inc. | 10,260 | $1.49M | 0.96% | −130−1.3% | Reduced |
| LGT Fund Management Co Ltd. | 10,250 | $1.49M | 0.68% | −7,300−41.6% | Reduced |
| Allstate Corp | 10,238 | $1.49M | 0.09% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,210 | $1.49M | 0.36% | +472+4.8% | Added |
| Prentice Wealth Management LLC | 10,206 | $1.48M | 0.67% | +182+1.8% | Added |
| Samalin Investment Counsel, LLC | 10,205 | $1.48M | 0.80% | −1,052−9.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 10,195 | $1.48M | 1.36% | +10,195 | New |
| Perennial Investment Advisors, LLC | 10,178 | $1.48M | 0.26% | −80−0.8% | Reduced |
| Meridian Financial Partners LLC | 9,452 | $1.48M | 0.89% | +662+7.5% | Added |
| London & Capital Asset Management Ltd | 10,147 | $1.48M | 0.15% | −817−7.5% | Reduced |
| First Citizens Financial Corp | 10,147 | $1.48M | 1.00% | +10,147 | New |
| LifeSteps Financial, Inc. | 10,145 | $1.48M | 1.46% | +12+0.1% | Added |
| Woodward Diversified Capital, LLC | 10,139 | $1.47M | 1.11% | −187−1.8% | Reduced |
| CRA Financial Services, LLC | 10,136 | $1.47M | 0.40% | +158+1.6% | Added |
| Cubist Systematic Strategies, LLC | 10,131 | $1.47M | 0.02% | −219,025−95.6% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 10,120 | $1.47M | 0.89% | +158+1.6% | Added |
| Richard P Slaughter Associates Inc | 10,119 | $1.47M | 0.42% | +216+2.2% | Added |
| Perkins Coie Trust Co | 10,110 | $1.47M | 0.42% | +7,490+285.9% | Added |
| Financial Insights, Inc. | 10,107 | $1.47M | 0.54% | +1,390+15.9% | Added |
| Focused Wealth Management, Inc | 10,098 | $1.47M | 0.26% | −244−2.4% | Reduced |
| Lincluden Management Ltd | 10,087 | $1.47M | 0.17% | −97−1.0% | Reduced |
| Carson Advisory Inc. | 10,081 | $1.47M | 1.24% | −80−0.8% | Reduced |
| NWK Group, Inc. | 10,053 | $1.46M | 0.86% | +10,053 | New |
| Prelude Capital Management, LLC | 10,047 | $1.46M | 0.12% | +10,047 | New |