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 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 8,778 | $1.28M | 0.57% | +343+4.1% | Added |
| Proffitt & Goodson Inc | 8,780 | $1.28M | 0.25% | +105+1.2% | Added |
| Masso Torrence Wealth Management Inc. | 8,778 | $1.28M | 0.92% | −58−0.7% | Reduced |
| Private Portfolio Partners LLC | 8,777 | $1.28M | 0.33% | −154−1.7% | Reduced |
| Navalign, LLC | 8,769 | $1.28M | 0.51% | −124−1.4% | Reduced |
| Kowal Investment Group, LLC | 8,763 | $1.27M | 0.34% | +115+1.3% | Added |
| Defined Wealth Management, LLC | 8,733 | $1.27M | 1.07% | +147+1.7% | Added |
| Mason & Associates Inc | 8,710 | $1.27M | 0.37% | +91+1.1% | Added |
| KRS Capital Management, LLC | 8,704 | $1.27M | 1.26% | +21+0.2% | Added |
| Bassett Hargrove Investment Counsel, LLC | 9,494 | $1.26M | 2.37% | 00.0% | Unchanged |
| PSI Advisors, LLC | 8,672 | $1.26M | 0.55% | +260+3.1% | Added |
| Ti-Trust, Inc | 8,670 | $1.26M | 1.16% | −25−0.3% | Reduced |
| Salzhauer Michael | 8,660 | $1.26M | 1.36% | 00.0% | Unchanged |
| Hardy Reed LLC | 8,607 | $1.25M | 0.22% | −157−1.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 8,601 | $1.25M | 0.73% | +2,750+47.0% | Added |
| Legacy Bridge, LLC | 8,599 | $1.25M | 0.83% | +350+4.2% | Added |
| Prossimo Advisors, LLC | 8,592 | $1.25M | 1.20% | −50−0.6% | Reduced |
| Solidarilty Wealth, LLC | 8,589 | $1.25M | 0.51% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 8,581 | $1.25M | 0.68% | −13−0.2% | Reduced |
| Israel Discount Bank of New York | 8,573 | $1.25M | 0.99% | −2,380−21.7% | Reduced |
| Berkeley Capital Partners, LLC | 8,571 | $1.25M | 0.44% | −1,869−17.9% | Reduced |
| Madden Securities Corp | 8,520 | $1.24M | 0.63% | +233+2.8% | Added |
| Zions Bancorporation, N.A. | 8,512 | $1.24M | 0.10% | +155+1.9% | Added |
| Tilia Fiduciary Partners, Inc. | 8,460 | $1.23M | 1.10% | −3,406−28.7% | Reduced |
| First National Bank Sioux Falls | 8,455 | $1.23M | 0.78% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 8,450 | $1.23M | 0.28% | −410−4.6% | Reduced |
| American State Bank (Iowa) | 8,441 | $1.23M | 0.85% | +23+0.3% | Added |
| Gateway Wealth Partners, LLC | 8,416 | $1.22M | 0.22% | +819+10.8% | Added |
| Angeles Wealth Management, LLC | 8,407 | $1.22M | 0.17% | +257+3.2% | Added |
| Ami Asset Management Corp | 8,384 | $1.22M | 0.07% | +214+2.6% | Added |
| Triad Financial Advisors, Inc. | 8,374 | $1.22M | 0.50% | −116−1.4% | Reduced |
| Coastwise Capital Group, LLC | 8,370 | $1.22M | 1.38% | +621+8.0% | Added |
| Hendershot Investments Inc. | 8,363 | $1.22M | 0.20% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 8,353 | $1.21M | 0.52% | −40.0% | Reduced |
| Hexagon Capital Partners LLC | 8,347 | $1.21M | 0.32% | −469−5.3% | Reduced |
| Northwest Wealth Management, LLC | 8,343 | $1.21M | 0.44% | +396+5.0% | Added |
| Monterey Private Wealth, Inc. | 8,332 | $1.21M | 0.59% | +5+0.1% | Added |
| Syntal Capital Partners, LLC | 8,316 | $1.21M | 0.48% | −969−10.4% | Reduced |
| Orca Investment Management, LLC | 8,294 | $1.21M | 1.31% | +68+0.8% | Added |
| Cora Capital Advisors LLC | 8,279 | $1.20M | 0.80% | −98−1.2% | Reduced |
| W Advisors, LLC | 8,262 | $1.20M | 0.94% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 8,262 | $1.20M | 0.49% | +216+2.7% | Added |
| AXS Investments LLC | 8,256 | $1.20M | 0.32% | +696+9.2% | Added |
| M. Kraus & Co | 8,249 | $1.20M | 0.40% | +15+0.2% | Added |
| Apella Capital, LLC | 8,247 | $1.20M | 0.09% | +8,247 | New |
| Alera Investment Advisors, LLC | 8,240 | $1.20M | 0.26% | +414+5.3% | Added |
| Walkner Condon Financial Advisors LLC | 8,239 | $1.20M | 0.32% | +517+6.7% | Added |
| Alps Advisors Inc | 8,219 | $1.20M | 0.01% | +3,560+76.4% | Added |
| Driehaus Capital Management LLC | 8,217 | $1.20M | 0.02% | +8,217 | New |
| Ambassador Advisors, LLC | 7,731 | $1.19M | 0.28% | +406+5.5% | Added |
| Monte Financial Group, LLC | 8,198 | $1.19M | 0.58% | −1,938−19.1% | Reduced |
| Addison Advisors LLC | 8,196 | $1.19M | 0.59% | +167+2.1% | Added |
| CPA Asset Management LLC | 8,175 | $1.19M | 0.85% | 00.0% | Unchanged |
| RFP Financial Group LLC | 8,168 | $1.19M | 0.48% | +6,778+487.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 8,158 | $1.19M | 0.03% | −9−0.1% | Reduced |
| Lazari Capital Management, Inc. | 8,145 | $1.18M | 0.67% | +8,145 | New |
| Allegheny Financial Group LTD | 8,134 | $1.18M | 0.56% | −291−3.5% | Reduced |
| Covenant Partners, LLC | 8,109 | $1.18M | 0.43% | +206+2.6% | Added |
| Asio Capital, LLC | 8,100 | $1.18M | 0.29% | +80+1.0% | Added |
| Raleigh Capital Management Inc. | 8,087 | $1.18M | 0.59% | −388−4.6% | Reduced |
| Montz Harcus Wealth Management LLC | 8,072 | $1.17M | 0.97% | +527+7.0% | Added |
| Virtu Financial LLC | 8,044 | $1.17M | 0.09% | −18−0.2% | Reduced |
| ELCO Management Co., LLC | 8,032 | $1.17M | 0.85% | +190+2.4% | Added |
| Investors Research Corp | 8,019 | $1.17M | 0.29% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 8,018 | $1.17M | 0.46% | −94−1.2% | Reduced |
| Provence Wealth Management Group | 8,001 | $1.16M | 0.68% | +397+5.2% | Added |
| GoodHaven Capital Management, LLC | 8,000 | $1.16M | 0.70% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 7,991 | $1.16M | 0.67% | +136+1.7% | Added |
| Keystone Financial Services | 7,950 | $1.16M | 0.59% | +7+0.1% | Added |
| Foster Victor Wealth Advisors, LLC | 7,990 | $1.16M | 0.13% | +373+4.9% | Added |
| Atwood & Palmer Inc | 7,945 | $1.16M | 0.10% | +450+6.0% | Added |
| TLWM | 7,944 | $1.16M | 0.33% | +19+0.2% | Added |
| Castle Wealth Management LLC | 7,939 | $1.15M | 0.81% | −169−2.1% | Reduced |
| Hyperion Partners, LLC | 7,933 | $1.15M | 0.97% | +10.0% | Added |
| Eukles Asset Management | 7,913 | $1.15M | 0.59% | +455+6.1% | Added |
| SRN Advisors, LLC | 7,901 | $1.15M | 1.02% | −2,948−27.2% | Reduced |
| James J. Burns & Company, LLC | 7,853 | $1.14M | 0.29% | +3,225+69.7% | Added |
| Twin Focus Capital Partners, LLC | 7,850 | $1.14M | 0.23% | −2,280−22.5% | Reduced |
| Stoneridge Investment Partners LLC | 7,828 | $1.14M | 0.50% | −16,803−68.2% | Reduced |
| Bouchey Financial Group Ltd | 7,830 | $1.14M | 0.14% | −471−5.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 7,830 | $1.14M | 0.31% | +5,103+187.1% | Added |
| Accel Wealth Management | 7,828 | $1.14M | 0.63% | +124+1.6% | Added |
| Physicians Financial Services, Inc. | 7,812 | $1.14M | 0.45% | −50−0.6% | Reduced |
| Alesco Advisors LLC | 7,810 | $1.14M | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,807 | $1.14M | 0.23% | −427−5.2% | Reduced |
| Pflug Koory, LLC | 7,802 | $1.13M | 0.58% | −125−1.6% | Reduced |
| Two Sigma Advisers, LP | 7,800 | $1.13M | 0.00% | −68,000−89.7% | Reduced |
| Alhambra Investment Partners LLC | 7,791 | $1.13M | 0.75% | −127−1.6% | Reduced |
| Herbst Group, LLC | 7,785 | $1.13M | 0.78% | +100+1.3% | Added |
| SignalPoint Asset Management, LLC | 7,760 | $1.13M | 0.35% | −86−1.1% | Reduced |
| Single Point Partners, LLC | 7,757 | $1.13M | 1.56% | −180−2.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 9,155 | $1.13M | 0.04% | +3,876+73.4% | Added |
| Cornerstone National Bank & Trust Co | 7,731 | $1.12M | 0.65% | −2,772−26.4% | Reduced |
| One + One Wealth Management, LLC | 7,729 | $1.12M | 0.72% | −615−7.4% | Reduced |
| Laird Norton Trust Company, LLC | 7,716 | $1.12M | 0.13% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 7,714 | $1.12M | 0.73% | +201+2.7% | Added |
| Olistico Wealth, LLC | 7,705 | $1.12M | 0.96% | +149+2.0% | Added |
| TCM Advisors, LLC | – | $1.12M | 0.48% | – | – |
| Veracity Capital LLC | 7,696 | $1.12M | 0.48% | +163+2.2% | Added |
| Dixon Fnancial Services, Inc. | 7,690 | $1.12M | 0.73% | −12−0.2% | Reduced |