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
- 1,624 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 202,210 | $29.4M | 1.01% | +21,433+11.9% | Added |
| Fort Pitt Capital Group, LLC | 201,067 | $29.2M | 1.08% | +2,035+1.0% | Added |
| Cardinal Capital Management, Inc. | 200,313 | $29.1M | 1.46% | +265+0.1% | Added |
| Daymark Wealth Partners, LLC | 200,094 | $29.1M | 2.16% | +107,022+115.0% | Added |
| Advisors Asset Management, Inc. | 199,720 | $29.0M | 0.59% | −50,488−20.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 199,404 | $29.0M | 0.61% | −46,325−18.9% | Reduced |
| Todd Asset Management LLC | 199,109 | $29.0M | 0.67% | +185,838+1,400.3% | Added |
| Janney Capital Management LLC | 199,023 | $28.9M | 2.01% | +2,291+1.2% | Added |
| LMCG Investments, LLC | 198,358 | $28.8M | 1.87% | −6,470−3.2% | Reduced |
| Chartwell Investment Partners, LLC | 197,810 | $28.8M | 1.04% | −10,796−5.2% | Reduced |
| Chilton Capital Management LLC | 197,377 | $28.7M | 1.58% | −2,650−1.3% | Reduced |
| Trust Co of Vermont | 196,111 | $28.5M | 1.86% | +4,278+2.2% | Added |
| Rockland Trust Co | 194,192 | $28.2M | 1.69% | +5,381+2.8% | Added |
| Fishman Jay A Ltd | 193,480 | $28.1M | 3.41% | −44,629−18.7% | Reduced |
| Franklin Street Advisors Inc | 193,093 | $28.1M | 2.38% | +27,665+16.7% | Added |
| Howe & Rusling Inc | 192,872 | $28.1M | 3.14% | −351−0.2% | Reduced |
| Front Barnett Associates LLC | 192,604 | $28.0M | 3.16% | −8,718−4.3% | Reduced |
| Shufro Rose & Co LLC | 192,082 | $27.9M | 2.56% | −2,362−1.2% | Reduced |
| Pictet & Cie (Europe) SA | 192,067 | $27.9M | 0.95% | −11,043−5.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 191,593 | $27.9M | 2.63% | −5,500−2.8% | Reduced |
| Payden & Rygel | 191,280 | $27.8M | 1.97% | −98,600−34.0% | Reduced |
| NFJ Investment Group, LLC | 191,203 | $27.8M | 0.74% | −268,713−58.4% | Reduced |
| Eagle Global Advisors LLC | 191,188 | $27.8M | 1.83% | −9,288−4.6% | Reduced |
| Atria Wealth Solutions, Inc. | 189,470 | $27.6M | 0.38% | −5,786−3.0% | Reduced |
| Levin Capital Strategies, L.P. | 189,068 | $27.5M | 3.18% | −4,113−2.1% | Reduced |
| Silvercrest Asset Management Group LLC | 189,037 | $27.5M | 0.20% | +8,486+4.7% | Added |
| Maple Capital Management, Inc. | 188,780 | $27.5M | 2.99% | +2,467+1.3% | Added |
| Galvin, Gaustad & Stein, LLC | 187,839 | $27.3M | 2.65% | −12,448−6.2% | Reduced |
| Hantz Financial Services, Inc. | 186,926 | $27.2M | 0.68% | +1,246+0.7% | Added |
| CTC LLC | 186,147 | $27.1M | 0.36% | +145,675+359.9% | Added |
| Citizens Financial Group Inc | 185,868 | $27.0M | 0.98% | −9,957−5.1% | Reduced |
| Anchor Capital Advisors LLC | 185,554 | $27.0M | 0.70% | +14,368+8.4% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $26.9M | 0.32% | 00.0% | Unchanged |
| Hyman Charles D | 184,830 | $26.9M | 1.69% | +980+0.5% | Added |
| NS Partners Ltd | 184,411 | $26.8M | 1.41% | −16,713−8.3% | Reduced |
| Hancock Whitney Corp | 184,208 | $26.8M | 1.05% | −7,752−4.0% | Reduced |
| Verity & Verity, LLC | 183,890 | $26.7M | 3.28% | +5,925+3.3% | Added |
| Wharton Business Group, LLC | 183,525 | $26.7M | 1.76% | +410+0.2% | Added |
| Wilsey Asset Management Inc | 181,992 | $26.5M | 5.85% | −3,044−1.6% | Reduced |
| South Dakota Investment Council | 181,253 | $26.4M | 0.55% | −38,734−17.6% | Reduced |
| Pacer Advisors, Inc. | 181,036 | $26.3M | 0.11% | −1,857−1.0% | Reduced |
| Louisiana State Employees Retirement System | 180,800 | $26.3M | 0.58% | −9,900−5.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 179,193 | $26.1M | 1.24% | +15,737+9.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 178,939 | $26.0M | 1.80% | +1,117+0.6% | Added |
| Dakota Wealth Management | 178,775 | $26.0M | 1.22% | +26,558+17.4% | Added |
| Community Trust & Investment Co | 178,426 | $26.0M | 2.08% | −2,298−1.3% | Reduced |
| Cullinan Associates Inc | 178,411 | $25.9M | 1.43% | −1,465−0.8% | Reduced |
| Northeast Financial Consultants Inc | 177,822 | $25.9M | 1.59% | +1,528+0.9% | Added |
| American Assets Investment Management, LLC | 177,600 | $25.8M | 2.87% | 00.0% | Unchanged |
| Independent Advisor Alliance | 177,344 | $25.8M | 1.14% | +8,622+5.1% | Added |
| Crossmark Global Holdings, Inc. | 164,338 | $25.8M | 0.55% | +13,001+8.6% | Added |
| KCM Investment Advisors LLC | 176,730 | $25.7M | 1.03% | +1,582+0.9% | Added |
| Appleton Partners Inc | 175,302 | $25.5M | 2.15% | +918+0.5% | Added |
| Central Trust Co | 175,239 | $25.5M | 0.71% | +1,265+0.7% | Added |
| Farmers & Merchants Investments Inc | 175,074 | $25.5M | 0.96% | +525+0.3% | Added |
| Blue Chip Partners, Inc. | 174,615 | $25.4M | 2.89% | +3,306+1.9% | Added |
| Palisade Capital Management LLC | 174,589 | $25.4M | 0.68% | −8,984−4.9% | Reduced |
| Man Group plc | 174,478 | $25.4M | 0.08% | – | – |
| Moody Lynn & Lieberson, LLC | 173,973 | $25.3M | 2.04% | +3,107+1.8% | Added |
| LaFleur & Godfrey LLC | 173,724 | $25.3M | 3.78% | +2,443+1.4% | Added |
| First Foundation Advisors | 172,845 | $25.1M | 1.09% | −13,362−7.2% | Reduced |
| Avantax Advisory Services, Inc. | 172,657 | $25.1M | 0.29% | +3,116+1.8% | Added |
| Adviser Investments LLC | 172,154 | $25.0M | 0.55% | +42,827+33.1% | Added |
| Sandy Spring Bank | 171,315 | $24.9M | 1.33% | −3,310−1.9% | Reduced |
| Randolph Co Inc | 171,309 | $24.9M | 3.47% | −155−0.1% | Reduced |
| Prudential PLC | 171,161 | $24.9M | 0.29% | −50,709−22.9% | Reduced |
| Marco Investment Management LLC | 170,019 | $24.7M | 2.67% | −620−0.4% | Reduced |
| Congress Wealth Management LLC | 169,907 | $24.7M | 0.57% | −794−0.5% | Reduced |
| Arvest Trust Co N A | 156,080 | $24.7M | 1.47% | −4,599−2.9% | Reduced |
| Advisor Partners II, LLC | 169,280 | $24.6M | 1.15% | +26,490+18.6% | Added |
| Veritable, L.P. | 168,916 | $24.6M | 0.40% | +775+0.5% | Added |
| Polaris Wealth Advisory Group, LLC | 167,520 | $24.4M | 1.85% | +7,807+4.9% | Added |
| Aptus Capital Advisors, LLC | 165,807 | $24.1M | 0.70% | −8,136−4.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 165,693 | $24.1M | 1.82% | +602+0.4% | Added |
| Rothschild Investment Corp | 162,486 | $23.6M | 1.97% | +1,461+0.9% | Added |
| MMBG Investment Advisors Co. | 170,435 | $23.6M | 2.87% | −5,189−3.0% | Reduced |
| Crestwood Advisors Group LLC | 162,302 | $23.6M | 0.74% | −52,248−24.4% | Reduced |
| Capital International Ltd | 161,411 | $23.5M | 1.32% | −336−0.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 161,100 | $23.4M | 1.14% | −45,916−22.2% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 160,643 | $23.4M | 5.08% | +610.0% | Added |
| PGGM Investments | 160,607 | $23.4M | 0.38% | +9,155+6.0% | Added |
| Fukoku Mutual Life Insurance Co | 160,100 | $23.3M | 2.19% | 00.0% | Unchanged |
| Kiwi Wealth Investments Limited Partnership | 160,033 | $23.3M | 1.44% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 159,952 | $23.3M | 1.07% | −4,624−2.8% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 159,690 | $23.2M | 1.57% | −24,220−13.2% | Reduced |
| Equitable Holdings, Inc. | 159,652 | $23.2M | 0.33% | +8,156+5.4% | Added |
| National Asset Management, Inc. | 159,130 | $23.1M | 0.52% | −7,294−4.4% | Reduced |
| Carret Asset Management, LLC | 157,574 | $22.9M | 3.04% | −1,301−0.8% | Reduced |
| Easterly Investment Partners LLC | 157,332 | $22.9M | 2.05% | −6,761−4.1% | Reduced |
| Ziegler Capital Management, LLC | 156,612 | $22.8M | 0.87% | −3,682−2.3% | Reduced |
| Phoenix Holdings Ltd. | 156,321 | $22.7M | 0.48% | −148,963−48.8% | Reduced |
| Abn Amro Investment Solutions | 155,029 | $22.5M | 0.45% | −30,418−16.4% | Reduced |
| Brookfield Asset Management Inc. | 155,013 | $22.5M | 0.09% | +7,747+5.3% | Added |
| Logan Capital Management Inc | 154,493 | $22.5M | 1.08% | +8,549+5.9% | Added |
| Brookstone Capital Management | 154,937 | $22.4M | 0.45% | −17,811−10.3% | Reduced |
| Steel Peak Wealth Management LLC | 153,722 | $22.4M | 1.34% | +12,977+9.2% | Added |
| Oak Associates, Ltd | 153,506 | $22.3M | 1.79% | −25,070−14.0% | Reduced |
| GYL Financial Synergies, LLC | 153,439 | $22.3M | 2.03% | +18,207+13.5% | Added |
| Balyasny Asset Management LLC | 153,301 | $22.3M | 0.06% | +78,214+104.2% | Added |
| Core Alternative Capital | 153,207 | $22.3M | 3.27% | −18,095−10.6% | Reduced |