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 |
|---|---|---|---|---|---|
| Private Asset Management Inc | 111,954 | $16.3M | 3.13% | −23,143−17.1% | Reduced |
| Dearborn Partners LLC | 111,350 | $16.2M | 0.62% | −1,159−1.0% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 111,161 | $16.2M | 3.37% | −434−0.4% | Reduced |
| Washington Trust Bank | 110,969 | $16.1M | 1.65% | +2,400+2.2% | Added |
| Canandaigua National Bank & Trust Co | 110,569 | $16.1M | 2.61% | −2,442−2.2% | Reduced |
| WSFS Capital Management, LLC | 109,833 | $16.0M | 1.50% | −15,461−12.3% | Reduced |
| Integrated Wealth Concepts LLC | 109,708 | $16.0M | 0.27% | +8,918+8.8% | Added |
| Texas Yale Capital Corp. | 109,588 | $15.9M | 0.75% | −63−0.1% | Reduced |
| Oak Harvest Investment Services | 108,800 | $15.8M | 3.55% | +41,150+60.8% | Added |
| Grassi Investment Management | 108,792 | $15.8M | 1.74% | +30.0% | Added |
| Sonora Investment Management Group, LLC | 107,766 | $15.7M | 1.31% | +1,387+1.3% | Added |
| Beach Investment Counsel Inc | 107,739 | $15.7M | 1.86% | +34,355+46.8% | Added |
| Cabot Wealth Management Inc | 107,527 | $15.6M | 2.34% | −676−0.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 107,336 | $15.6M | 2.24% | +1,205+1.1% | Added |
| Willis Investment Counsel | 107,180 | $15.6M | 1.02% | −27,742−20.6% | Reduced |
| Choate Investment Advisors | 106,890 | $15.5M | 0.65% | +9,368+9.6% | Added |
| MainStreet Investment Advisors LLC | 106,855 | $15.5M | 1.69% | −3,222−2.9% | Reduced |
| Curi Capital | 106,811 | $15.5M | 2.11% | −5,486−4.9% | Reduced |
| Colonial Trust Advisors | 106,433 | $15.5M | 1.72% | −460−0.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 105,462 | $15.3M | 1.42% | −2,022−1.9% | Reduced |
| Lincoln National Corp | 105,372 | $15.3M | 0.30% | +2,408+2.3% | Added |
| Torray LLC | 105,268 | $15.3M | 2.65% | +577+0.6% | Added |
| Webster Bank, N. A. | 105,201 | $15.3M | 1.98% | −2,208−2.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 104,903 | $15.3M | 1.14% | +532+0.5% | Added |
| Bragg Financial Advisors, Inc | 104,876 | $15.3M | 0.84% | +1,420+1.4% | Added |
| Anderson Hoagland & Co | 104,156 | $15.1M | 1.95% | −703−0.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 104,142 | $15.1M | 0.24% | −448−0.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 103,965 | $15.1M | 0.97% | −1,039−1.0% | Reduced |
| Kingsview Wealth Management, LLC | 103,831 | $15.1M | 0.59% | −1,149−1.1% | Reduced |
| CSM Advisors, LLC | 103,149 | $15.0M | 1.14% | −4,140−3.9% | Reduced |
| Rothschild Capital Partners, LLC | 103,147 | $15.0M | 5.53% | 00.0% | Unchanged |
| Fiduciary Group LLC | 102,642 | $14.9M | 1.83% | −430−0.4% | Reduced |
| First American Trust, FSB | 102,610 | $14.9M | 2.06% | −139−0.1% | Reduced |
| Trust Co of Virginia | 102,512 | $14.9M | 1.59% | −1,314−1.3% | Reduced |
| Sawtooth Solutions, LLC | 102,292 | $14.9M | 0.41% | +3,288+3.3% | Added |
| United Asset Strategies, Inc. | 102,246 | $14.9M | 1.85% | −9,421−8.4% | Reduced |
| Wedbush Securities Inc | 102,149 | $14.9M | 0.71% | −9,878−8.8% | Reduced |
| JGP Wealth Management, LLC | 102,085 | $14.8M | 2.43% | +702+0.7% | Added |
| Fiduciary Alliance LLC | 102,065 | $14.8M | 3.19% | +2,180+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 102,029 | $14.8M | 0.57% | −2,209−2.1% | Reduced |
| Perfromance Wealth Partners, LLC | 101,859 | $14.7M | 0.68% | −6,603−6.1% | Reduced |
| United Bank | 100,903 | $14.7M | 1.80% | −361−0.4% | Reduced |
| Baxter Bros Inc | 100,554 | $14.6M | 2.18% | −3,758−3.6% | Reduced |
| Hudson Bay Capital Management LP | 100,000 | $14.5M | 0.15% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 99,571 | $14.5M | 0.63% | −2,560−2.5% | Reduced |
| Brown Brothers Harriman & Co | 99,400 | $14.5M | 0.12% | −6,645−6.3% | Reduced |
| Verdence Capital Advisors LLC | 98,727 | $14.4M | 1.67% | +3,228+3.4% | Added |
| Courier Capital LLC | 98,656 | $14.3M | 1.13% | +19,350+24.4% | Added |
| BTC Capital Management, Inc. | 97,941 | $14.3M | 1.55% | −2,798−2.8% | Reduced |
| First Financial Bank - Trust Division | 98,518 | $14.3M | 1.50% | −2,520−2.5% | Reduced |
| New England Asset Management Inc | 98,342 | $14.3M | 2.07% | 00.0% | Unchanged |
| NBT Bank N A | 97,887 | $14.2M | 2.03% | −1,111−1.1% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $14.2M | 0.81% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 97,745 | $14.2M | 1.55% | +653+0.7% | Added |
| Edge Wealth Management LLC | 96,350 | $14.0M | 3.06% | +2,141+2.3% | Added |
| Telemus Capital, LLC | 96,028 | $14.0M | 1.18% | −734−0.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 95,951 | $14.0M | 0.53% | −1,184−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 95,923 | $14.0M | 0.31% | −2,708−2.7% | Reduced |
| Farmers Trust Co | 95,535 | $13.9M | 2.97% | −339−0.4% | Reduced |
| Empowered Funds, LLC | 94,844 | $13.8M | 0.48% | −4,127−4.2% | Reduced |
| EA Series Trust | 94,844 | $13.8M | 0.48% | +94,844 | New |
| Middleton & Co Inc | 94,660 | $13.8M | 1.83% | −6,101−6.1% | Reduced |
| SG Americas Securities, LLC | 94,623 | $13.8M | 0.12% | −8,282−8.0% | Reduced |
| Chicago Partners Investment Group LLC | 88,486 | $13.8M | 0.71% | +784+0.9% | Added |
| Peak Asset Management, LLC | 94,459 | $13.7M | 3.18% | −120.0% | Reduced |
| Lockheed Martin Investment Management Co | 94,370 | $13.7M | 0.79% | −77,890−45.2% | Reduced |
| Westchester Capital Management, Inc. | 94,342 | $13.7M | 3.82% | −577−0.6% | Reduced |
| Vancity Investment Management Ltd | 94,167 | $13.7M | 1.76% | 00.0% | Unchanged |
| Ledyard National Bank | 93,940 | $13.7M | 1.49% | +323+0.3% | Added |
| Ashburton (Jersey) Ltd | 93,912 | $13.7M | 6.65% | +93,912 | New |
| GHP Investment Advisors, Inc. | 88,361 | $13.6M | 0.80% | +5,774+7.0% | Added |
| Assenagon Asset Management S.A. | 93,722 | $13.6M | 0.05% | +1,170+1.3% | Added |
| Pictet North America Advisors SA | 93,645 | $13.6M | 1.89% | +1,674+1.8% | Added |
| Wetherby Asset Management Inc | 93,334 | $13.6M | 0.73% | +1,560+1.7% | Added |
| Sand Hill Global Advisors, LLC | 93,264 | $13.6M | 0.67% | −86−0.1% | Reduced |
| Greenwood Gearhart Inc | 93,236 | $13.6M | 1.58% | +3,591+4.0% | Added |
| Rossmore Private Capital | 93,166 | $13.6M | 2.02% | −912−1.0% | Reduced |
| Stamos Capital Partners, L.P. | 93,150 | $13.5M | 3.17% | +7,090+8.2% | Added |
| Cincinnati Casualty Co | 93,000 | $13.5M | 8.20% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $13.5M | 4.95% | 00.0% | Unchanged |
| Viking Fund Management LLC | 93,000 | $13.5M | 2.56% | +3,000+3.3% | Added |
| Penobscot Investment Management Company, Inc. | 92,889 | $13.5M | 2.22% | +179+0.2% | Added |
| Artemis Investment Management LLP | 92,973 | $13.5M | 0.17% | +34,337+58.6% | Added |
| Empirical Finance, LLC | 92,696 | $13.5M | 1.04% | +9,736+11.7% | Added |
| Earnest Partners LLC | 92,590 | $13.5M | 0.08% | +6,174+7.1% | Added |
| CCM Investment Advisers LLC | 92,447 | $13.4M | 1.81% | −1,721−1.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 92,292 | $13.4M | 1.39% | −9,100−9.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 92,179 | $13.4M | 0.35% | −230.0% | Reduced |
| Bleakley Financial Group, LLC | 91,668 | $13.3M | 0.42% | +9,867+12.1% | Added |
| Endurance Wealth Management, Inc. | 91,639 | $13.3M | 1.82% | −53−0.1% | Reduced |
| Pallas Capital Advisors LLC | 86,818 | $13.3M | 0.60% | −1,975−2.2% | Reduced |
| Overbrook Management Corp | 91,464 | $13.3M | 3.16% | −1,420−1.5% | Reduced |
| Mutual Advisors, LLC | 91,029 | $13.2M | 0.50% | +4,677+5.4% | Added |
| Freestone Capital Holdings, LLC | 90,849 | $13.2M | 0.53% | +4,187+4.8% | Added |
| Eagle Rock Investment Company, LLC | 86,056 | $13.2M | 2.84% | −6,503−7.0% | Reduced |
| Kornitzer Capital Management Inc | 90,729 | $13.2M | 0.26% | −94−0.1% | Reduced |
| Biondo Investment Advisors, LLC | 90,419 | $13.2M | 2.43% | +51+0.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 95,293 | $13.1M | 0.41% | +93,590+5,495.6% | Added |
| Cincinnati Financial Corp | 90,000 | $13.1M | 0.30% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 89,718 | $13.0M | 2.07% | −275−0.3% | Reduced |