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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 152,697 | $22.2M | 0.91% | +3,096+2.1% | Added |
| Dixon Mitchell Investment Counsel Inc. | 151,825 | $22.1M | 1.26% | −268−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 151,805 | $22.1M | 2.35% | +2,976+2.0% | Added |
| TownSquare Capital, LLC | 151,443 | $22.0M | 0.40% | +27,256+21.9% | Added |
| Gratus Capital LLC | 151,403 | $22.0M | 1.52% | +2,311+1.6% | Added |
| Allen Investment Management LLC | 150,844 | $21.9M | 0.32% | −160−0.1% | Reduced |
| Wesleyan Assurance Society | 150,207 | $21.8M | 2.33% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 150,009 | $21.8M | 0.57% | +64,945+76.3% | Added |
| Absher Wealth Management, LLC | 149,861 | $21.8M | 3.61% | +908+0.6% | Added |
| Tower Bridge Advisors | 148,881 | $21.7M | 1.98% | −25,442−14.6% | Reduced |
| Erste Asset Management GmbH | 150,473 | $21.6M | 0.38% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 172,755 | $21.6M | 0.99% | +4,873+2.9% | Added |
| Bollard Group LLC | 148,000 | $21.5M | 0.73% | +1,021+0.7% | Added |
| Parsons Capital Management Inc | 147,840 | $21.5M | 1.64% | −697−0.5% | Reduced |
| Snowden Capital Advisors LLC | 147,616 | $21.5M | 0.77% | +7,144+5.1% | Added |
| Abner Herrman & Brock LLC | 147,607 | $21.5M | 3.15% | −13,182−8.2% | Reduced |
| Foster Dykema Cabot & Co Inc | 146,990 | $21.4M | 2.52% | +726+0.5% | Added |
| Illinois Municipal Retirement Fund | 145,700 | $21.2M | 0.43% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 146,051 | $21.1M | 5.22% | +120,919+481.1% | Added |
| Acadian Asset Management LLC | 143,703 | $20.9M | 0.09% | +26,353+22.5% | Added |
| South State Corp. | 143,485 | $20.9M | 1.87% | −3,547−2.4% | Reduced |
| Kempen Capital Management N.V. | 143,012 | $20.8M | 0.37% | +19,799+16.1% | Added |
| Patten & Patten Inc | 142,933 | $20.8M | 1.72% | −400−0.3% | Reduced |
| New Mexico Educational Retirement Board | 142,550 | $20.7M | 0.91% | +6,800+5.0% | Added |
| Edmond de Rothschild Holding S.A. | 141,522 | $20.6M | 0.41% | +8,881+6.7% | Added |
| HBK Sorce Advisory LLC | 140,000 | $20.4M | 0.86% | −10,365−6.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 139,157 | $20.2M | 3.16% | −194−0.1% | Reduced |
| Resources Management Corp | 138,913 | $20.2M | 3.15% | +101,131+267.7% | Added |
| Neville Rodie & Shaw Inc | 138,886 | $20.2M | 1.74% | −651−0.5% | Reduced |
| HB Wealth Management, LLC | 138,844 | $20.2M | 0.32% | +9,140+7.0% | Added |
| Jones Financial Companies LLLP | 137,342 | $20.0M | 0.03% | −8,614−5.9% | Reduced |
| Callahan Advisors, LLC | 137,198 | $20.0M | 2.42% | +4,569+3.4% | Added |
| Rbo & Co LLC | 135,936 | $19.8M | 3.36% | −148−0.1% | Reduced |
| Azimuth Capital Investment Management LLC | 135,024 | $19.6M | 0.93% | −3,440−2.5% | Reduced |
| Prospera Financial Services Inc | 134,487 | $19.6M | 0.75% | +13,287+11.0% | Added |
| Evergreen Capital Management LLC | 134,461 | $19.6M | 0.82% | +82+0.1% | Added |
| Osborne Partners Capital Management, LLC | 134,316 | $19.5M | 1.41% | +1,055+0.8% | Added |
| Northwest & Ethical Investments L.P. | 133,423 | $19.4M | 0.62% | −2,773−2.0% | Reduced |
| Kanawha Capital Management LLC | 133,020 | $19.3M | 1.78% | +348+0.3% | Added |
| Banque Pictet & Cie SA | 132,543 | $19.3M | 0.17% | +1,222+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 132,432 | $19.3M | 0.38% | +55,998+73.3% | Added |
| Rempart Asset Management Inc. | 131,760 | $19.2M | 4.00% | +928+0.7% | Added |
| Bourgeon Capital Management LLC | 130,983 | $19.1M | 4.44% | −1,838−1.4% | Reduced |
| Noesis Capital Mangement Corp | 130,685 | $19.0M | 4.68% | −3,373−2.5% | Reduced |
| Albion Financial Group | 129,909 | $18.9M | 1.65% | −1,969−1.5% | Reduced |
| Moors & Cabot, Inc. | 129,773 | $18.9M | 1.25% | −5,943−4.4% | Reduced |
| Osher Van de Voorde Investment Management | 129,494 | $18.8M | 4.84% | −1,015−0.8% | Reduced |
| BLB&B Advisors, LLC | 128,898 | $18.7M | 1.31% | −5,904−4.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 128,576 | $18.7M | 2.74% | +892+0.7% | Added |
| Empyrean Capital Partners, LP | 128,000 | $18.6M | 0.97% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 127,352 | $18.5M | 0.90% | −3,844−2.9% | Reduced |
| First Long Island Investors, LLC | 127,254 | $18.5M | 1.78% | +1,620+1.3% | Added |
| Resources Investment Advisors, LLC. | 126,990 | $18.5M | 0.41% | +7,038+5.9% | Added |
| Alley Investment Management Company, LLC | 126,383 | $18.4M | 2.97% | −228−0.2% | Reduced |
| Narwhal Capital Management | 126,169 | $18.4M | 2.16% | −5,070−3.9% | Reduced |
| Linscomb & Williams, Inc. | 126,145 | $18.3M | 0.99% | −1,895−1.5% | Reduced |
| Bailard, Inc. | 125,981 | $18.3M | 0.64% | −241−0.2% | Reduced |
| Miramar Capital, LLC | 125,842 | $18.3M | 4.64% | −1,104−0.9% | Reduced |
| Culbertson A N & Co Inc | 125,256 | $18.2M | 3.52% | +924+0.7% | Added |
| Perigon Wealth Management, LLC | 125,204 | $18.2M | 0.72% | +51,416+69.7% | Added |
| Clear Harbor Asset Management, LLC | 124,825 | $18.2M | 1.78% | +22,735+22.3% | Added |
| First American Bank | 124,295 | $18.1M | 1.57% | −4,114−3.2% | Reduced |
| Transform Wealth, LLC | 123,953 | $18.0M | 1.62% | +868+0.7% | Added |
| TruWealth Advisors, LLC | 123,637 | $18.0M | 1.54% | +3,407+2.8% | Added |
| KMG Fiduciary Partners, LLC | 122,783 | $17.9M | 2.31% | +4,453+3.8% | Added |
| Birch Hill Investment Advisors LLC | 122,409 | $17.8M | 1.02% | −1,215−1.0% | Reduced |
| Meridian Wealth Management, LLC | 122,256 | $17.8M | 1.50% | +569+0.5% | Added |
| Guardian Capital Advisors LP | 119,649 | $17.7M | 2.02% | −5,762−4.6% | Reduced |
| Credit Agricole S A | 120,981 | $17.6M | 0.57% | −6,511−5.1% | Reduced |
| Private Capital Management, LLC | 120,725 | $17.6M | 2.12% | +109,588+984.0% | Added |
| Nemes Rush Group LLC | 120,358 | $17.5M | 3.09% | +120,358 | New |
| Longbow Finance SA | 120,235 | $17.5M | 2.04% | +38,014+46.2% | Added |
| Parallel Advisors, LLC | 119,753 | $17.4M | 0.56% | −582−0.5% | Reduced |
| Savant Capital, LLC | 119,675 | $17.4M | 0.27% | +32,637+37.5% | Added |
| Motco | 119,588 | $17.4M | 1.14% | −2,251−1.8% | Reduced |
| Applied Finance Capital Management, LLC | 119,427 | $17.4M | 1.97% | +7,762+7.0% | Added |
| Great Valley Advisor Group, Inc. | 119,280 | $17.3M | 0.73% | +6,145+5.4% | Added |
| ProVise Management Group, LLC | 119,201 | $17.3M | 1.57% | +6,656+5.9% | Added |
| Atlantic Union Bankshares Corp | 118,821 | $17.3M | 1.72% | +3,672+3.2% | Added |
| Hi-Line Capital Management, LLC | 118,763 | $17.3M | 6.42% | −14,397−10.8% | Reduced |
| Martingale Asset Management L P | 118,003 | $17.2M | 0.34% | −36,031−23.4% | Reduced |
| Metis Global Partners, LLC | 117,410 | $17.1M | 0.92% | −513−0.4% | Reduced |
| Park Avenue Securities LLC | 116,007 | $16.9M | 0.27% | +6,358+5.8% | Added |
| Advisory Services Network, LLC | 115,816 | $16.8M | 0.45% | +1,550+1.4% | Added |
| Clearstead Advisors, LLC | 115,652 | $16.8M | 1.02% | +15,498+15.5% | Added |
| Stillwater Capital Advisors, LLC | 115,630 | $16.8M | 2.97% | +560.0% | Added |
| Diversified Trust Co | 115,256 | $16.8M | 0.61% | +7,863+7.3% | Added |
| Assetmark, Inc | 114,636 | $16.7M | 0.07% | +6,101+5.6% | Added |
| Courant Investment Management LLC | 114,592 | $16.7M | 18.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 114,467 | $16.6M | 0.78% | −13,303−10.4% | Reduced |
| Shelton Capital Management | 114,373 | $16.6M | 0.60% | +34,035+42.4% | Added |
| First Citizens Bank & Trust Co | 114,046 | $16.6M | 0.30% | +12,759+12.6% | Added |
| Eisler Capital (UK) Ltd. | 113,955 | $16.6M | 1.78% | −26,643−18.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 113,647 | $16.5M | 0.55% | −5,619−4.7% | Reduced |
| Qube Research & Technologies Ltd | 113,585 | $16.5M | 0.06% | −337,679−74.8% | Reduced |
| Drexel Morgan & Co. | 112,950 | $16.4M | 4.26% | 00.0% | Unchanged |
| Greenleaf Trust | 112,825 | $16.4M | 0.17% | −1,018−0.9% | Reduced |
| Congress Asset Management Co | 112,420 | $16.4M | 0.14% | +296+0.3% | Added |
| Adell Harriman & Carpenter Inc | 111,491 | $16.3M | 1.66% | −2,354−2.1% | Reduced |
| Forbes J M & Co LLP | 112,148 | $16.3M | 2.03% | −16,287−12.7% | Reduced |