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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 10,039 | $1.46M | 0.07% | −1,245−11.0% | Reduced |
| Bigelow Investment Advisors, LLC | 10,030 | $1.46M | 0.80% | +485+5.1% | Added |
| CVA Family Office, LLC | 9,985 | $1.45M | 0.30% | +468+4.9% | Added |
| Quent Capital, LLC | 9,969 | $1.45M | 0.23% | +74+0.7% | Added |
| Apexium Financial, LP | 9,966 | $1.45M | 0.13% | +780+8.5% | Added |
| Fortress Wealth Group, LLC | 9,238 | $1.45M | 0.92% | +219+2.4% | Added |
| Waterloo Capital, L.P. | 9,917 | $1.44M | 0.43% | −614−5.8% | Reduced |
| First National Bank of Hutchinson | 9,901 | $1.44M | 1.05% | +1,617+19.5% | Added |
| N.E.W. Advisory Services LLC | 9,900 | $1.44M | 0.20% | −16−0.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,886 | $1.44M | 0.70% | −257−2.5% | Reduced |
| Eudaimonia Advisors LLC | 9,867 | $1.44M | 0.96% | +55+0.6% | Added |
| Crescent Grove Advisors, LLC | 9,864 | $1.43M | 0.15% | −2,397−19.5% | Reduced |
| Gilbert & Cook, Inc. | 9,853 | $1.43M | 0.23% | +186+1.9% | Added |
| FSM Wealth Advisors, LLC | 9,694 | $1.43M | 0.72% | +330+3.5% | Added |
| Callan Capital, LLC | 9,822 | $1.43M | 0.16% | −590−5.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 9,817 | $1.43M | 0.10% | −34,636−77.9% | Reduced |
| Baystate Wealth Management LLC | 9,799 | $1.43M | 0.12% | +1,076+12.3% | Added |
| First Financial Corp | 9,798 | $1.42M | 0.91% | −1,021−9.4% | Reduced |
| Commons Capital, LLC | 9,782 | $1.42M | 2.15% | −86−0.9% | Reduced |
| Vicus Capital | 9,756 | $1.42M | 0.15% | +65+0.7% | Added |
| Eley Financial Management, Inc | 9,746 | $1.42M | 0.69% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $1.42M | 0.29% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 9,698 | $1.41M | 0.37% | +187+2.0% | Added |
| Kozak & Associates, Inc. | 9,619 | $1.41M | 0.57% | +18+0.2% | Added |
| Summit Wealth & Retirement Planning, Inc. | 9,687 | $1.41M | 0.55% | −2,211−18.6% | Reduced |
| Keel Point, LLC | 9,675 | $1.41M | 0.19% | +1,246+14.8% | Added |
| Hemington Wealth Management | 9,681 | $1.41M | 0.57% | −329−3.3% | Reduced |
| Aspen Wealth Strategies, LLC | 9,650 | $1.40M | 1.07% | +448+4.9% | Added |
| Accuvest Global Advisors | 9,650 | $1.40M | 0.72% | −3,421−26.2% | Reduced |
| Sage Rhino Capital LLC | 9,639 | $1.40M | 0.39% | +45+0.5% | Added |
| Silicon Hills Wealth Management, LLC | 9,614 | $1.40M | 0.79% | +200+2.1% | Added |
| Hemenway Trust Co LLC | 9,614 | $1.40M | 0.14% | +457+5.0% | Added |
| Park Edge Advisors, LLC | 9,612 | $1.40M | 0.47% | −1,650−14.7% | Reduced |
| Alterity Financial Group, LLC | 9,599 | $1.40M | 2.02% | −168−1.7% | Reduced |
| Windsor Group LTD | 9,596 | $1.40M | 0.25% | +142+1.5% | Added |
| Caldwell Sutter Capital, Inc. | 9,594 | $1.40M | 0.73% | +3,331+53.2% | Added |
| Hartford Funds Management Co LLC | 9,593 | $1.40M | 0.14% | +1,228+14.7% | Added |
| HF Advisory Group, LLC | 9,553 | $1.39M | 1.10% | +2,024+26.9% | Added |
| Philo Smith Capital Corp | 9,550 | $1.39M | 0.48% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9,541 | $1.39M | 0.41% | +65+0.7% | Added |
| Round Hill Asset Management | 9,529 | $1.39M | 0.86% | −97−1.0% | Reduced |
| Hunter Associates Investment Management LLC | 9,525 | $1.38M | 0.27% | −360−3.6% | Reduced |
| Mendel Capital Management LLC | 9,506 | $1.38M | 1.11% | −37−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 9,494 | $1.38M | 0.19% | −75−0.8% | Reduced |
| Engineers Gate Manager LP | 9,493 | $1.38M | 0.05% | +3,296+53.2% | Added |
| Cynosure Management, LLC | 9,485 | $1.38M | 0.41% | +9,485 | New |
| Lavaca Capital LLC | 9,484 | $1.38M | 0.43% | +3,120+49.0% | Added |
| Sentinus, LLC | 9,482 | $1.38M | 0.44% | +519+5.8% | Added |
| Morton Capital Management LLC | 9,473 | $1.38M | 0.47% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 9,473 | $1.38M | 0.68% | +551+6.2% | Added |
| Dohj, LLC | 9,437 | $1.37M | 0.59% | +834+9.7% | Added |
| Arlington Partners LLC | 9,435 | $1.37M | 0.21% | +1,759+22.9% | Added |
| Zhang Financial LLC | 9,364 | $1.37M | 0.14% | +1,452+18.4% | Added |
| South Street Advisors LLC | 9,424 | $1.37M | 0.27% | −600−6.0% | Reduced |
| Iron Financial, LLC | 9,402 | $1.37M | 0.74% | −16−0.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 9,382 | $1.36M | 0.90% | −120−1.3% | Reduced |
| Consilium Wealth Advisory, LLC | 9,357 | $1.36M | 0.94% | +2,175+30.3% | Added |
| BFT Financial Group, LLC | 9,355 | $1.36M | 0.16% | +477+5.4% | Added |
| Revolve Wealth Partners, LLC | 9,344 | $1.36M | 0.32% | +207+2.3% | Added |
| Cheviot Value Management, LLC | 9,341 | $1.36M | 0.30% | +136+1.5% | Added |
| Advanced Portfolio Management, LLC | 9,336 | $1.36M | 1.24% | +9,336 | New |
| LVM Capital Management Ltd | 9,326 | $1.36M | 0.18% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 9,315 | $1.35M | 0.29% | +611+7.0% | Added |
| STAR Financial Bank | 9,298 | $1.35M | 1.26% | +80+0.9% | Added |
| US Asset Management LLC | 9,299 | $1.35M | 1.43% | −422−4.3% | Reduced |
| General Partner, Inc. | 9,276 | $1.35M | 1.12% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 9,272 | $1.35M | 0.78% | 00.0% | Unchanged |
| Verdad Advisers, LP | 9,267 | $1.35M | 2.11% | −5,700−38.1% | Reduced |
| Waterfront Wealth Inc. | 8,545 | $1.35M | 0.40% | +822+10.6% | Added |
| Renasant Bank | 9,226 | $1.34M | 1.10% | −244−2.6% | Reduced |
| Wealthquest Corp | 9,222 | $1.34M | 0.16% | +21+0.2% | Added |
| Access Financial Services, Inc. | 9,201 | $1.34M | 0.78% | −40−0.4% | Reduced |
| Northern Financial Advisors Inc | 9,176 | $1.33M | 1.18% | +1,465+19.0% | Added |
| Financial Perspectives, Inc | 9,175 | $1.33M | 0.59% | +5+0.1% | Added |
| Delphi Management Inc | 9,166 | $1.33M | 1.40% | +9,166 | New |
| City State Bank | 9,160 | $1.33M | 0.72% | −116−1.3% | Reduced |
| Kapstone Financial Advisors LLC | 8,469 | $1.33M | 1.10% | −391−4.4% | Reduced |
| Coastal Bridge Advisors, LLC | 9,151 | $1.33M | 0.33% | −2,264−19.8% | Reduced |
| Evanson Asset Management, LLC | 9,148 | $1.33M | 0.13% | −826−8.3% | Reduced |
| Saxon Interests, Inc. | 9,129 | $1.33M | 0.71% | +410+4.7% | Added |
| Auxano Advisors, LLC | 10,087 | $1.31M | 0.53% | 00.0% | Unchanged |
| West Family Investments, Inc. | 8,995 | $1.31M | 0.51% | 00.0% | Unchanged |
| Fiera Capital Corp | 8,975 | $1.31M | 0.00% | −32−0.4% | Reduced |
| Benedetti & Gucer, Inc. | 8,967 | $1.30M | 0.67% | +3,791+73.2% | Added |
| Citadel Investment Advisory, Inc. | 8,961 | $1.30M | 0.84% | −150−1.6% | Reduced |
| Members Capital Advisors Inc | 8,940 | $1.30M | 1.33% | −2,941−24.8% | Reduced |
| Round Rock Advisors, LLC | 8,925 | $1.30M | 0.47% | +38+0.4% | Added |
| MEMBERS Trust Co | 8,913 | $1.30M | 0.04% | +8,913 | New |
| Deseret Mutual Benefit Administrators | 8,902 | $1.29M | 0.50% | −333−3.6% | Reduced |
| Innovis Asset Management LLC | 8,885 | $1.29M | 0.48% | −27−0.3% | Reduced |
| First National Bank & Trust Co of Newtown | 8,881 | $1.29M | 0.28% | +301+3.5% | Added |
| Johnson & White Wealth Management, LLC | 8,856 | $1.29M | 1.77% | −12−0.1% | Reduced |
| Fox Run Management, L.L.C. | 8,853 | $1.29M | 0.36% | −1,973−18.2% | Reduced |
| Cozad Asset Management Inc | 8,852 | $1.29M | 0.16% | −768−8.0% | Reduced |
| Hummer Financial Advisory Services Inc | 8,840 | $1.29M | 1.26% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 8,839 | $1.29M | 0.70% | −14,559−62.2% | Reduced |
| Wealth Management Associates, Inc. | 8,821 | $1.28M | 0.73% | −316−3.5% | Reduced |
| Eagle Capital Management LLC | 8,808 | $1.28M | 0.01% | +284+3.3% | Added |
| Ascension Asset Management LLC | 8,804 | $1.28M | 0.78% | +8,804 | New |
| Angeles Investment Advisors, LLC | 8,796 | $1.28M | 0.11% | +1,302+17.4% | Added |