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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 89,418 | $13.0M | 1.41% | +568+0.6% | Added |
| Forum Financial Management, LP | 89,358 | $13.0M | 0.29% | +3,780+4.4% | Added |
| Shell Asset Management Co | 89,321 | $13.0M | 0.51% | −1,696−1.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 89,158 | $13.0M | 0.65% | −5,810−6.1% | Reduced |
| Mitchell Sinkler & Starr | 89,063 | $13.0M | 3.68% | −4,164−4.5% | Reduced |
| Level Four Advisory Services, LLC | 88,919 | $12.9M | 0.78% | +2,725+3.2% | Added |
| Grimes & Company, Inc. | 88,773 | $12.9M | 0.46% | +1,131+1.3% | Added |
| Verde Servicos Internacionais S.A. | 88,563 | $12.9M | 3.21% | +88,563 | New |
| Gluskin Sheff & Assoc Inc | 88,467 | $12.9M | 0.78% | −13,438−13.2% | Reduced |
| James Investment Research Inc | 88,362 | $12.9M | 1.64% | −12,007−12.0% | Reduced |
| Leavell Investment Management, Inc. | 88,018 | $12.8M | 0.87% | +286+0.3% | Added |
| Talbot Financial, LLC | 87,911 | $12.8M | 2.17% | +376+0.4% | Added |
| Charter Trust Co | 87,883 | $12.8M | 0.98% | −3,712−4.1% | Reduced |
| Vantage Investment Partners, LLC | 87,503 | $12.7M | 1.65% | +954+1.1% | Added |
| Tufton Capital Management | 87,032 | $12.7M | 2.73% | −2,642−2.9% | Reduced |
| Montag A & Associates Inc | 86,986 | $12.7M | 0.78% | −2,403−2.7% | Reduced |
| Lyell Wealth Management, LP | 86,969 | $12.6M | 1.62% | +1,137+1.3% | Added |
| Bank Hapoalim BM | 86,661 | $12.6M | 1.80% | −8,631−9.1% | Reduced |
| Cohen Capital Management, Inc. | 86,553 | $12.6M | 2.45% | −60.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 86,488 | $12.6M | 1.70% | +2,150+2.5% | Added |
| Novare Capital Management LLC | 86,477 | $12.6M | 1.35% | +675+0.8% | Added |
| Schnieders Capital Management LLC | 86,433 | $12.6M | 2.63% | −925−1.1% | Reduced |
| Hoylecohen, LLC | 86,085 | $12.5M | 1.10% | +688+0.8% | Added |
| CWA Asset Management Group, LLC | 85,834 | $12.5M | 0.86% | +7,749+9.9% | Added |
| Sigma Planning Corp | 85,688 | $12.5M | 0.45% | −17,337−16.8% | Reduced |
| Strategic Global Advisors, LLC | 85,669 | $12.5M | 1.92% | −2,683−3.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 85,443 | $12.4M | 1.31% | +953+1.1% | Added |
| Stockman Wealth Management, Inc. | 85,118 | $12.4M | 2.66% | +111+0.1% | Added |
| Matthew 25 Management Corp | 85,000 | $12.4M | 4.57% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 85,000 | $12.4M | 2.88% | 00.0% | Unchanged |
| New Republic Capital, LLC | 83,784 | $12.2M | 8.46% | +443+0.5% | Added |
| Palisade Asset Management, LLC | 83,763 | $12.2M | 1.41% | +277+0.3% | Added |
| BKD Wealth Advisors, LLC | 83,758 | $12.2M | 0.36% | +19,819+31.0% | Added |
| Apollon Wealth Management, LLC | 83,731 | $12.2M | 0.59% | +5,244+6.7% | Added |
| Community Bank, N.A. | 83,702 | $12.2M | 1.61% | −195−0.2% | Reduced |
| Integrated Advisors Network LLC | 83,558 | $12.2M | 0.70% | −2,248−2.6% | Reduced |
| Main Street Research LLC | 83,547 | $12.2M | 1.94% | +83,547 | New |
| Hennessy Advisors Inc | 83,450 | $12.1M | 0.87% | −6,950−7.7% | Reduced |
| Grand Jean Capital Management Inc | 83,443 | $12.1M | 4.11% | −151−0.2% | Reduced |
| Gillson Capital LP | 83,384 | $12.1M | 1.07% | −105,259−55.8% | Reduced |
| Trust Co of Toledo NA | 83,224 | $12.1M | 2.04% | +10,611+14.6% | Added |
| Dorsey & Whitney Trust CO LLC | 82,820 | $12.0M | 0.99% | +9,831+13.5% | Added |
| Haverford Financial Services, Inc. | 82,109 | $11.9M | 3.56% | −372−0.5% | Reduced |
| Woodmont Investment Counsel LLC | 81,846 | $11.9M | 1.23% | −460−0.6% | Reduced |
| Cannell Peter B & Co Inc | 81,826 | $11.9M | 0.40% | −36,275−30.7% | Reduced |
| Rice Partnership, LLC | 81,714 | $11.9M | 3.26% | +333+0.4% | Added |
| Thompson Investment Management, Inc. | 81,664 | $11.9M | 1.93% | +315+0.4% | Added |
| Burns J W & Co Inc | 81,385 | $11.8M | 1.90% | −679−0.8% | Reduced |
| FourThought Financial Partners, LLC | 81,240 | $11.8M | 1.55% | +880+1.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 81,180 | $11.8M | 2.61% | +113+0.1% | Added |
| JB Capital LLC | 81,002 | $11.8M | 0.99% | +2,890+3.7% | Added |
| Transcend Wealth Collective, LLC | 80,617 | $11.7M | 1.12% | −1,356−1.7% | Reduced |
| General American Investors Co Inc | 80,000 | $11.6M | 1.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 79,769 | $11.6M | 0.71% | +9,278+13.2% | Added |
| Allworth Financial LP | 79,631 | $11.6M | 0.10% | −3,319−4.0% | Reduced |
| Ardent Capital Management, Inc. | 79,545 | $11.6M | 7.11% | +813+1.0% | Added |
| Quantinno Capital Management LP | 79,430 | $11.6M | 0.66% | +8,206+11.5% | Added |
| GAM Holding AG | 79,237 | $11.5M | 0.80% | −112−0.1% | Reduced |
| Strategy Asset Managers LLC | 79,167 | $11.5M | 2.56% | +4,697+6.3% | Added |
| Socorro Asset Management LP | 78,875 | $11.5M | 4.85% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 78,720 | $11.4M | 4.39% | −637−0.8% | Reduced |
| We Are One Seven, LLC | 78,512 | $11.4M | 1.05% | −17,051−17.8% | Reduced |
| Winslow Asset Management Inc | 78,457 | $11.4M | 2.46% | −514−0.7% | Reduced |
| Simmons Bank | 78,443 | $11.4M | 0.96% | −2,837−3.5% | Reduced |
| Coldstream Capital Management Inc | 78,266 | $11.4M | 0.36% | −1,090−1.4% | Reduced |
| King Wealth | 78,086 | $11.4M | 2.30% | +1,828+2.4% | Added |
| Annex Advisory Services, LLC | 77,835 | $11.3M | 0.63% | +3,037+4.1% | Added |
| Valicenti Advisory Services Inc | 77,671 | $11.3M | 3.58% | +362+0.5% | Added |
| Horizon Investments, LLC | 78,058 | $11.3M | 0.32% | −12,024−13.3% | Reduced |
| Girard Partners Ltd. | 77,406 | $11.3M | 1.19% | −2,024−2.5% | Reduced |
| Telos Capital Management, Inc. | 77,090 | $11.2M | 1.49% | −2,419−3.0% | Reduced |
| Connors Investor Services Inc | 76,935 | $11.2M | 1.27% | +67,004+674.7% | Added |
| Punch & Associates Investment Management, Inc. | 76,786 | $11.2M | 0.68% | −1,085−1.4% | Reduced |
| Fort Sheridan Advisors LLC | 76,762 | $11.2M | 2.55% | +768+1.0% | Added |
| Strategic Wealth Designers | 76,751 | $11.2M | 1.77% | +11,172+17.0% | Added |
| 1st Source Bank | 76,666 | $11.2M | 0.72% | −515−0.7% | Reduced |
| Iowa State Bank | 76,541 | $11.1M | 2.79% | −1,851−2.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 76,450 | $11.1M | 0.29% | +4,403+6.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 76,227 | $11.1M | 1.07% | −28,025−26.9% | Reduced |
| Alberta Investment Management Corp | 76,100 | $11.1M | 0.11% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 76,011 | $11.1M | 1.15% | +5,107+7.2% | Added |
| North Star Asset Management Inc | 75,987 | $11.1M | 0.61% | +1,754+2.4% | Added |
| WoodTrust Financial Corp | 75,922 | $11.0M | 2.05% | +2,100+2.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 75,918 | $11.0M | 0.88% | −32,878−30.2% | Reduced |
| German American Bancorp, Inc. | 75,520 | $11.0M | 1.55% | +309+0.4% | Added |
| Circle Wealth Management, LLC | 75,331 | $11.0M | 1.45% | +336+0.4% | Added |
| ARS Wealth Advisors Group, LLC | 75,109 | $10.9M | 1.74% | −1,415−1.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 74,800 | $10.9M | 1.57% | 00.0% | Unchanged |
| SFE Investment Counsel | 74,607 | $10.9M | 3.07% | −446−0.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 74,566 | $10.8M | 4.57% | −40−0.1% | Reduced |
| Twin Capital Management Inc | 74,369 | $10.8M | 1.41% | +2,541+3.5% | Added |
| Group One Trading, L.P. | 74,131 | $10.8M | 0.46% | −114,268−60.7% | Reduced |
| Addenda Capital Inc. | 74,117 | $10.8M | 0.45% | −14,865−16.7% | Reduced |
| Spinnaker Trust | 73,908 | $10.7M | 0.78% | +395+0.5% | Added |
| Moreno Evelyn V | 73,695 | $10.7M | 2.29% | −3,778−4.9% | Reduced |
| Vestor Capital, LLC | 73,649 | $10.7M | 1.13% | −223−0.3% | Reduced |
| Gyroscope Capital Management Group, LLC | 73,418 | $10.7M | 2.47% | −434−0.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 73,228 | $10.7M | 0.81% | +9,359+14.7% | Added |
| Heritage Trust Co | 73,200 | $10.6M | 1.56% | +4,856+7.1% | Added |
| Chemung Canal Trust Co | 73,093 | $10.6M | 2.28% | +9,006+14.1% | Added |