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; 5,157 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
- 1,625 more added
- Sold out
- 96
- 1,514 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 448,559 | $65.2M | 1.11% | −11,336−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 447,169 | $65.0M | 0.20% | +72,484+19.3% | Added |
| Omers Administration Corp | 446,464 | $64.9M | 1.01% | 00.0% | Unchanged |
| Glenview Trust Co | 445,505 | $64.8M | 1.77% | +12,352+2.9% | Added |
| Beck Mack & Oliver LLC | 443,862 | $64.6M | 1.69% | −5,683−1.3% | Reduced |
| Gabelli Funds LLC | 442,872 | $64.4M | 0.49% | −1,150−0.3% | Reduced |
| Mutual of America Capital Management LLC | 439,441 | $63.9M | 0.73% | +1070.0% | Added |
| AE Wealth Management LLC | 433,466 | $63.0M | 0.38% | +83,985+24.0% | Added |
| Capital International Inc | 433,317 | $63.0M | 1.14% | +46,425+12.0% | Added |
| Stock Yards Bank & Trust Co | 432,379 | $62.9M | 2.30% | −2,199−0.5% | Reduced |
| RNC Capital Management LLC | 425,760 | $61.9M | 3.42% | −7,097−1.6% | Reduced |
| Ofi Invest Asset Management | 424,952 | $61.8M | 2.46% | −55,621,249−99.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 421,626 | $61.3M | 1.66% | +6,372+1.5% | Added |
| Fort Washington Investment Advisors Inc | 420,226 | $61.1M | 0.44% | −86,710−17.1% | Reduced |
| Abrams Bison Investments, LLC | 420,000 | $61.1M | 6.13% | 00.0% | Unchanged |
| PFS Investments Inc. | 417,575 | $60.7M | 0.99% | +21,056+5.3% | Added |
| New York Life Investment Management LLC | 415,357 | $60.4M | 0.63% | −1,248−0.3% | Reduced |
| Donaldson Capital Management, LLC | 415,343 | $60.4M | 2.75% | +9,096+2.2% | Added |
| Border to Coast Pensions Partnership Ltd | 414,492 | $60.2M | 1.51% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 405,604 | $59.0M | 2.11% | −6,026−1.5% | Reduced |
| Investment Management Corp of Ontario | 404,643 | $58.9M | 2.50% | −24,732−5.8% | Reduced |
| Ninety One UK Ltd | 402,563 | $58.5M | 0.17% | +56,456+16.3% | Added |
| Becker Capital Management Inc | 401,266 | $58.4M | 2.21% | +8,309+2.1% | Added |
| Cantor Fitzgerald, L. P. | 400,861 | $58.3M | 1.34% | −335−0.1% | Reduced |
| Guidance Point Advisors, LLC | 400,652 | $58.3M | 22.38% | +730.0% | Added |
| Associated Banc-Corp | 395,967 | $57.6M | 2.18% | −1,108−0.3% | Reduced |
| Synovus Financial Corp | 395,767 | $57.6M | 0.63% | +2,717+0.7% | Added |
| Smith Chas P & Associates Pa Cpas | 392,376 | $57.1M | 3.67% | +8,169+2.1% | Added |
| Mercer Global Advisors Inc | 391,836 | $57.0M | 0.23% | +49,081+14.3% | Added |
| Waters Parkerson & Co., LLC | 388,286 | $56.5M | 3.19% | −2,446−0.6% | Reduced |
| TCTC Holdings, LLC | 387,587 | $56.4M | 2.25% | +1220.0% | Added |
| RMB Capital Management, LLC | 386,116 | $56.2M | 1.84% | −30,143−7.2% | Reduced |
| Locust Wood Capital Advisers, LLC | 384,298 | $55.9M | 2.90% | +17,010+4.6% | Added |
| GWM Advisors LLC | 382,782 | $55.7M | 0.63% | +24,836+6.9% | Added |
| Nicholas Company, Inc. | 382,470 | $55.6M | 1.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 381,735 | $55.5M | 0.59% | −1,625−0.4% | Reduced |
| iA Global Asset Management Inc. | 381,686 | $55.5M | 1.47% | +381,686 | New |
| State of Alaska, Department of Revenue | 376,607 | $54.8M | 0.65% | −27,803−6.9% | Reduced |
| Advisors Capital Management, LLC | 375,756 | $54.6M | 1.30% | +4,953+1.3% | Added |
| Seizert Capital Partners, LLC | 373,573 | $54.3M | 2.91% | −5,260−1.4% | Reduced |
| Xponance, Inc. | 370,769 | $53.9M | 0.72% | −19,114−4.9% | Reduced |
| Private Management Group Inc | 370,536 | $53.9M | 2.29% | −1,225−0.3% | Reduced |
| Vaughan David Investments LLC | 370,236 | $53.8M | 1.57% | +1,311+0.4% | Added |
| Edgar Lomax Co | 363,613 | $52.9M | 3.48% | −4,937−1.3% | Reduced |
| Davis R M Inc | 362,826 | $52.8M | 1.27% | −5,584−1.5% | Reduced |
| Oppenheimer & Co Inc | 359,955 | $52.4M | 1.05% | −5,401−1.5% | Reduced |
| Boston Private Wealth LLC | 356,560 | $51.9M | 0.94% | −112,420−24.0% | Reduced |
| Principle Wealth Partners LLC | 352,538 | $51.3M | 5.15% | −1,369−0.4% | Reduced |
| Cetera Advisor Networks LLC | 350,191 | $50.9M | 0.35% | +2,495+0.7% | Added |
| Carnegie Capital Asset Management, LLC | 349,554 | $50.8M | 1.88% | +3,681+1.1% | Added |
| Dodge & Cox | 346,385 | $50.4M | 0.03% | −16,415−4.5% | Reduced |
| Czech National Bank | 345,941 | $50.3M | 1.14% | +447+0.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 341,674 | $49.7M | 4.73% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 341,085 | $49.6M | 2.09% | +33,918+11.0% | Added |
| Flputnam Investment Management Co | 341,068 | $49.6M | 1.35% | +68,213+25.0% | Added |
| Private Advisor Group, LLC | 333,765 | $49.4M | 0.43% | +10,829+3.4% | Added |
| Global Frontier Investments LLC | 339,000 | $49.3M | 21.58% | 00.0% | Unchanged |
| Henshaw Capital LLC | 337,139 | $49.0M | 2.81% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 335,629 | $48.8M | 0.43% | −8,867−2.6% | Reduced |
| Aristotle Atlantic Partners, LLC | 335,344 | $48.8M | 1.84% | +48,966+17.1% | Added |
| Raymond James Trust N.A. | 333,565 | $48.5M | 1.40% | +1,130+0.3% | Added |
| Lazard Asset Management LLC | 333,257 | $48.5M | 0.06% | −4,219−1.3% | Reduced |
| Country Trust Bank | 333,140 | $48.5M | 1.31% | −12,716−3.7% | Reduced |
| Cambiar Investors LLC | 332,912 | $48.4M | 2.04% | −79,569−19.3% | Reduced |
| Welch Group, LLC | 330,186 | $48.0M | 2.75% | +5,894+1.8% | Added |
| Cetera Investment Advisers | 328,838 | $47.8M | 0.40% | −3,542−1.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 325,869 | $47.4M | 0.60% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 324,638 | $47.2M | 1.09% | −6,816−2.1% | Reduced |
| United Services Automobile Association | 322,479 | $46.9M | 1.34% | +116,217+56.3% | Added |
| Massmutual Trust Co FSB | 322,390 | $46.9M | 1.69% | −2,379−0.7% | Reduced |
| Guggenheim Capital LLC | 320,380 | $46.6M | 0.37% | −39,998−11.1% | Reduced |
| Madison Asset Management, LLC | 319,330 | $46.4M | 0.68% | −1,589−0.5% | Reduced |
| Vigilant Capital Management, LLC | 316,682 | $46.1M | 3.44% | +3,304+1.1% | Added |
| Miller Howard Investments Inc | 314,093 | $45.7M | 1.63% | +1,121+0.4% | Added |
| Daiwa Securities Group Inc. | 313,185 | $45.6M | 0.30% | +4,982+1.6% | Added |
| Adams Diversified Equity Fund, Inc. | 313,063 | $45.5M | 1.89% | +9,576+3.2% | Added |
| Wafra Inc. | 307,867 | $44.8M | 1.47% | 00.0% | Unchanged |
| Nan Shan Life Insurance Co., Ltd. | 307,273 | $44.7M | 1.08% | +147,130+91.9% | Added |
| Patient Capital Management, LLC | 307,170 | $44.7M | 2.49% | +266,670+658.4% | Added |
| Swiss Life Asset Management Ltd | 305,450 | $44.4M | 0.66% | −43,873−12.6% | Reduced |
| Cambridge Trust Co | 305,427 | $44.4M | 2.01% | −64,709−17.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 305,141 | $44.4M | 1.50% | −3,712−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 304,603 | $44.3M | 0.73% | −18,654−5.8% | Reduced |
| MAI Capital Management | 304,077 | $44.2M | 0.65% | −3,760−1.2% | Reduced |
| ABN AMRO Bank N.V. | 302,912 | $44.2M | 0.90% | −52,640−14.8% | Reduced |
| Foundry Partners, LLC | 302,234 | $44.0M | 2.69% | −1,409−0.5% | Reduced |
| Ancora Advisors, LLC | 299,016 | $43.5M | 1.15% | −3,034−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 295,914 | $43.0M | 1.07% | −87,579−22.8% | Reduced |
| Gamco Investors, Inc. Et Al | 294,838 | $42.9M | 0.45% | −48,197−14.1% | Reduced |
| Roffman Miller Associates Inc | 294,034 | $42.8M | 3.22% | −990−0.3% | Reduced |
| Fiduciary Trust Co | 293,494 | $42.7M | 0.75% | −3,391−1.1% | Reduced |
| North Star Investment Management Corp. | 291,034 | $42.3M | 3.43% | +511+0.2% | Added |
| Gemsstock Limited | 290,400 | $42.2M | 28.49% | +80,500+38.4% | Added |
| Jupiter Asset Management Ltd | 286,404 | $41.6M | 0.46% | +200,519+233.5% | Added |
| Nomura Holdings Inc | 285,965 | $41.6M | 0.42% | −9,000−3.1% | Reduced |
| Argent Capital Management LLC | 284,783 | $41.4M | 1.34% | −30,967−9.8% | Reduced |
| Argent Trust Co | 284,448 | $41.4M | 2.24% | +21,870+8.3% | Added |
| Searle & Co. | 261,134 | $41.2M | 12.78% | +170.0% | Added |
| Stephens Inc | 281,062 | $40.9M | 0.74% | +8,092+3.0% | Added |
| Beacon Investment Advisory Services, Inc. | 278,019 | $40.4M | 1.86% | −7,155−2.5% | Reduced |