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 |
|---|---|---|---|---|---|
| Sabal Trust CO | 277,654 | $40.4M | 2.57% | +409+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 275,485 | $40.1M | 1.59% | −513−0.2% | Reduced |
| Conning Inc. | 275,071 | $39.9M | 1.34% | −3,092−1.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 274,094 | $39.9M | 0.54% | −906−0.3% | Reduced |
| Destination Wealth Management | 271,469 | $39.5M | 1.47% | −1,761−0.6% | Reduced |
| Cornerstone Advisors, LLC | 270,800 | $39.4M | 1.88% | −46,200−14.6% | Reduced |
| Eastern Bank | 270,073 | $39.3M | 1.87% | −2,222−0.8% | Reduced |
| MBB Public Markets I LLC | 270,033 | $39.3M | 2.24% | −5,234−1.9% | Reduced |
| Modera Wealth Management, LLC | 269,497 | $39.2M | 0.71% | +247,433+1,121.4% | Added |
| PM Capital Ltd | 269,155 | $39.1M | 8.18% | −15,734−5.5% | Reduced |
| Tocqueville Asset Management L.P. | 268,663 | $39.1M | 0.70% | +30,087+12.6% | Added |
| Waverton Investment Management Ltd | 266,204 | $38.7M | 1.10% | +101,142+61.3% | Added |
| Natixis | 265,900 | $38.7M | 0.33% | −819,008−75.5% | Reduced |
| British Columbia Investment Management Corp | 265,161 | $38.6M | 0.36% | +2,877+1.1% | Added |
| Nexus Investment Management ULC | 265,097 | $38.6M | 4.20% | +925+0.4% | Added |
| Bridges Investment Management Inc | 264,073 | $38.4M | 1.29% | −14,325−5.1% | Reduced |
| Polar Capital Holdings Plc | 262,389 | $38.2M | 0.26% | −55,125−17.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 261,964 | $38.1M | 1.26% | +21,207+8.8% | Added |
| Holocene Advisors, LP | 260,989 | $38.0M | 0.17% | +103,061+65.3% | Added |
| Ceredex Value Advisors LLC | 260,267 | $37.9M | 0.61% | −92,067−26.1% | Reduced |
| Brinker Capital Investments, LLC | 259,918 | $37.8M | 0.40% | +259,918 | New |
| Orion Portfolio Solutions, LLC | 259,918 | $37.8M | 0.40% | +259,918 | New |
| Barr E S & Co | 259,163 | $37.7M | 2.84% | −1,419−0.5% | Reduced |
| Taurus Asset Management, LLC | 257,441 | $37.4M | 4.35% | −1,678−0.6% | Reduced |
| McDonald Capital Investors Inc | 257,232 | $37.4M | 2.79% | −3,370−1.3% | Reduced |
| ZWJ Investment Counsel Inc | 256,321 | $37.3M | 1.95% | −18,330−6.7% | Reduced |
| Bridgeway Capital Management, LLC | 255,665 | $37.2M | 0.89% | +145,503+132.1% | Added |
| HM Payson & Co | 254,142 | $37.0M | 0.83% | −29,808−10.5% | Reduced |
| First Manhattan Co | 254,690 | $36.9M | 0.13% | −19,792−7.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 252,922 | $36.8M | 1.60% | −3,178−1.2% | Reduced |
| Worldquant Millennium Advisors LLC | 251,641 | $36.6M | 0.62% | +88,263+54.0% | Added |
| Elo Mutual Pension Insurance Co | 251,208 | $36.5M | 1.08% | +16,998+7.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 250,768 | $36.5M | 1.82% | +630.0% | Added |
| First National Trust Co | 249,636 | $36.3M | 1.68% | +1,213+0.5% | Added |
| Meyer Handelman Co | 249,457 | $36.3M | 1.47% | +1,750+0.7% | Added |
| Norinchukin Bank, The | 249,050 | $36.2M | 0.61% | +74,537+42.7% | Added |
| Atria Investments LLC | 248,603 | $36.2M | 0.65% | +19,023+8.3% | Added |
| Wealthfront Advisers LLC | 247,995 | $36.1M | 0.15% | −870.0% | Reduced |
| Villere St Denis J & Co LLC | 246,356 | $35.8M | 2.59% | +21,007+9.3% | Added |
| First National Bank of Omaha | 245,159 | $35.7M | 2.05% | −4,098−1.6% | Reduced |
| Ingalls & Snyder LLC | 242,575 | $35.3M | 1.70% | −744−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 241,624 | $35.1M | 0.46% | +82,847+52.2% | Added |
| Gradient Investments LLC | 240,686 | $35.0M | 0.90% | +3,450+1.5% | Added |
| Heritage Investors Management Corp | 240,169 | $34.9M | 1.40% | +708+0.3% | Added |
| Venture Visionary Partners LLC | 238,816 | $34.7M | 2.05% | +1,990+0.8% | Added |
| Securian Asset Management, Inc | 238,406 | $34.7M | 0.89% | −4,439−1.8% | Reduced |
| Bryn Mawr Trust Co | 238,374 | $34.7M | 1.44% | −1,319−0.6% | Reduced |
| Busey Wealth Management | 237,744 | $34.6M | 1.41% | −1,169−0.5% | Reduced |
| Private Wealth Partners, LLC | 237,185 | $34.5M | 3.17% | −773−0.3% | Reduced |
| Achmea Investment Management B.V. | 236,360 | $34.4M | 0.73% | +88,610+60.0% | Added |
| Washington Trust Co | 236,148 | $34.3M | 1.45% | −75,889−24.3% | Reduced |
| First Horizon Advisors, Inc. | 235,660 | $34.3M | 1.19% | +6,446+2.8% | Added |
| Kentucky Retirement Systems | 234,959 | $34.2M | 1.14% | +3,038+1.3% | Added |
| Central Securities Corp | 230,000 | $33.5M | 3.98% | 00.0% | Unchanged |
| Bokf, NA | 229,223 | $33.3M | 0.68% | −7,542−3.2% | Reduced |
| Ieq Capital, LLC | 228,927 | $33.3M | 0.67% | +9,984+4.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 228,550 | $33.2M | 0.40% | +12,000+5.5% | Added |
| Oregon Public Employees Retirement Fund | 227,536 | $33.1M | 0.39% | +70.0% | Added |
| Intech Investment Management LLC | 227,364 | $33.1M | 0.34% | −146,205−39.1% | Reduced |
| Lido Advisors, LLC | 225,744 | $32.8M | 0.37% | −6,319−2.7% | Reduced |
| Banco Santander, S.A. | 225,581 | $32.8M | 0.43% | −19,506−8.0% | Reduced |
| Johnson Investment Counsel Inc | 225,189 | $32.8M | 0.41% | −6,124−2.6% | Reduced |
| No Street GP LP | 225,000 | $32.7M | 3.86% | +25,000+12.5% | Added |
| Mill Capital Management, LLC | 224,283 | $32.6M | 3.07% | −2,277−1.0% | Reduced |
| Cetera Advisors LLC | 224,139 | $32.6M | 0.51% | +6,342+2.9% | Added |
| Maryland State Retirement & Pension System | 223,662 | $32.5M | 0.69% | −6,967−3.0% | Reduced |
| Capital International Sarl | 222,867 | $32.4M | 1.45% | +11,768+5.6% | Added |
| Salem Investment Counselors Inc | 221,733 | $32.2M | 1.17% | −2,662−1.2% | Reduced |
| Spears Abacus Advisors LLC | 220,786 | $32.1M | 2.62% | +954+0.4% | Added |
| Baker Avenue Asset Management, LP | 220,242 | $32.0M | 1.61% | +337+0.2% | Added |
| Klingenstein Fields & Co LP | 219,034 | $31.9M | 1.47% | −1,383−0.6% | Reduced |
| JustInvest LLC | 218,452 | $31.8M | 0.97% | +23,542+12.1% | Added |
| Clifford Swan Investment Counsel LLC | 218,200 | $31.7M | 1.28% | −337−0.2% | Reduced |
| Hosking Partners LLP | 217,860 | $31.7M | 1.34% | +19,278+9.7% | Added |
| Sequoia Financial Advisors, LLC | 217,676 | $31.7M | 0.54% | −15,957−6.8% | Reduced |
| Stewart & Patten Co LLC | 216,241 | $31.5M | 5.14% | −360.0% | Reduced |
| Matrix Asset Advisors Inc | 215,166 | $31.3M | 4.31% | +148+0.1% | Added |
| Smith, Salley & Associates | 214,882 | $31.3M | 2.31% | +875+0.4% | Added |
| Old National Bancorp | 213,128 | $31.0M | 0.89% | −11,271−5.0% | Reduced |
| Alpha Cubed Investments, LLC | 212,271 | $30.9M | 2.08% | +6,170+3.0% | Added |
| Oakworth Capital, Inc. | 212,178 | $30.9M | 2.62% | −3,879−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 210,852 | $30.7M | 0.69% | +16,886+8.7% | Added |
| Wade G W & Inc | 210,691 | $30.6M | 1.11% | −2,182−1.0% | Reduced |
| NewEdge Wealth, LLC | 210,662 | $30.6M | 1.02% | +70,676+50.5% | Added |
| Manitou Investment Management Ltd. | 210,085 | $30.6M | 7.27% | +1,032+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 210,005 | $30.5M | 0.45% | +17,501+9.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 209,896 | $30.5M | 0.33% | −10,372−4.7% | Reduced |
| St Germain D J Co Inc | 208,626 | $30.3M | 1.60% | +208,626 | New |
| La Banque Postale Asset Management SA | 208,027 | $30.3M | 0.72% | +38,038+22.4% | Added |
| Howard Capital Management Group, LLC | 207,590 | $30.2M | 2.81% | −544−0.3% | Reduced |
| CWM, LLC | 207,167 | $30.1M | 0.19% | +25,059+13.8% | Added |
| Highland Capital Management, LLC | 206,648 | $30.1M | 1.95% | −5,234−2.5% | Reduced |
| Braun Stacey Associates Inc | 206,310 | $30.0M | 1.40% | −194,276−48.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 206,271 | $30.0M | 0.33% | −3,100−1.5% | Reduced |
| Hartford Investment Management Co | 206,159 | $30.0M | 1.13% | −42,018−16.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 206,608 | $30.0M | 0.69% | +163,082+374.7% | Added |
| Chesley Taft & Associates LLC | 205,750 | $29.9M | 1.83% | −1,706−0.8% | Reduced |
| Northeast Investment Management | 203,689 | $29.6M | 1.67% | −7,530−3.6% | Reduced |
| Thomasville National Bank | 202,660 | $29.5M | 2.81% | +3,180+1.6% | Added |
| Estabrook Capital Management | 202,326 | $29.4M | 4.90% | −1,713−0.8% | Reduced |