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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

Q3 2023 vs. Q2 2023

How the institutions holding JPMorgan Chase & Co changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of JPM: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders3,672433,710+81
Shares2.05B4.33M2.05B+3.21M (+0.2%)
Value$297.6B$629.0M$297.0B+$1.76M (0.0%)

43 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (161)

Institutions that held JPMorgan Chase & Co at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 161 by value.

Institutions new to JPM in Q3 2023
InstitutionSharesValue% of portfolio
First Republic Investment Management, Inc.1,745,109$253.1M0.72%
Pictet Asset Management Holding SA1,486,848$215.6M0.27%
Menora Mivtachim Holdings Ltd.1,200,074$174.0M1.58%
Tiaa Trust, National Association495,979$71.9M0.26%
QRG Capital Management, Inc.392,467$56.9M0.99%
Envestnet Portfolio Solutions, Inc.294,628$42.7M0.20%
Azora Capital LP294,031$42.6M4.70%
IMC-Chicago, LLC282,486$41.0M2.64%
Samlyn Capital, LLC282,045$40.9M0.72%
Laurion Capital Management LP207,669$30.1M0.79%
Capital Investment Advisors, LLC206,048$29.9M0.83%
Payden & Rygel Investment Group196,680$28.5M2.24%
Ardevora Asset Management LLP177,902$25.8M1.27%
Mizuho Markets Americas LLC170,060$24.7M0.92%
SS&H Financial Advisors, Inc.106,887$15.5M7.26%
Quantitative Investment Management, LLC81,517$11.8M1.82%
Archon Partners LLC78,000$11.3M1.77%
Financiere des Professionnels - Fonds d,investissement inc.66,043$9.58M0.92%
Twin Tree Management, LP61,108$8.86M0.30%
HRT Financial LP55,137$8.00M0.08%
CMT Capital Markets Trading GmbH52,000$7.54M4.29%
Claudia M.P. Batlle, CRP (R) LLC51,887$7.52M2.51%
Parallax Volatility Advisers, L.P.51,723$7.50M0.26%
Key Bridge Compliance, LLC50,440$7.31M2.29%
Jamison Private Wealth Management, Inc.49,403$7.16M1.48%
Semmax Financial Advisors Inc.44,984$6.56M2.63%
Gladius Capital Management LP44,796$6.50M1.87%
NBC Securities, Inc.41,015$5.95M0.65%
Herr Investment Group LLC40,544$5.88M1.83%
Pathway Financial Advisers, LLC36,456$5.29M2.18%
Walleye Trading LLC35,186$5.10M0.12%
Silphium Asset Management Ltd34,000$4.93M1.60%
NEOS Investment Management LLC33,258$4.82M0.62%
Bedel Financial Consulting Inc32,088$4.65M0.94%
Gunn & Co Investment Management, Inc.29,663$4.30M3.78%
Gates Foundation TrustSuperinvestorGates Foundation Trust29,600$4.29M0.01%
Old Port Advisors27,830$4.04M1.46%
Caas Capital Management LP25,645$3.72M0.83%
Vident Advisory, LLC25,498$3.70M0.11%
Syon Capital LLC25,010$3.63M0.45%
Team Hewins, LLC24,953$3.62M0.83%
Greenfield Savings Bank24,930$3.62M2.27%
Norway Savings Bank23,156$3.36M1.66%
Symmetry Investments LP22,772$3.30M0.96%
HAP Trading, LLC21,177$3.07M0.76%
Eisler Capital (US) LLC18,706$2.71M1.00%
Kampmann Melissa S.18,322$2.66M2.56%
Trivant Custom Portfolio Group, LLC17,970$2.61M1.92%
Monograph Wealth Advisors, LLC17,040$2.47M0.49%
Prevail Innovative Wealth Advisors, LLC16,155$2.34M1.22%
Altman Advisors, Inc.14,919$2.16M1.35%
Commonwealth Financial Services, LLC14,490$2.10M0.63%
Ramirez Asset Management, Inc.14,258$2.07M0.44%
Peoples Bank13,190$1.91M1.64%
1620 Investment Advisors, Inc.12,673$1.84M2.13%
Iams Wealth Management, LLC12,494$1.81M1.25%
Readystate Asset Management LP12,430$1.80M0.15%
Lighthouse Investment Partners, LLC12,162$1.76M0.10%
KPP Advisory Services LLC12,157$1.76M0.58%
Aigen Investment Management, LP11,987$1.74M0.33%
Headlands Technologies LLC11,934$1.73M0.85%
Sciencast Management LP11,679$1.69M0.77%
Camarda Financial Advisors, LLC11,414$1.66M1.07%
Strategic Investment Advisors11,025$1.60M0.26%
Lakeshore Financial Planning, Inc.10,854$1.57M0.90%
Wolverine Asset Management LLC10,614$1.54M0.03%
Equitec Proprietary Markets, LLC9,700$1.41M1.41%
MWA Asset Management9,500$1.38M1.33%
Prosperitas Financial LLC9,376$1.36M1.06%
Community Financial Services Group, LLC9,334$1.35M0.34%
Savoie Capital LLC9,084$1.32M0.35%
Rogco, LP8,625$1.25M0.62%
Householder Group Estate & Retirement Specialist, LLC8,275$1.20M0.43%
Syntax Research, Inc.8,134$1.18M0.96%
Mizuho Markets Cayman LP7,211$1.05M0.46%
Fidelity D & D Bancorp Inc7,019$1.02M1.05%
Jump Financial, LLC6,994$1.01M0.04%
BluePath Capital Management, LLC6,904$1.00M0.92%
XTX Topco Ltd6,811$987.7K0.17%
Banco BTG Pactual S.A.6,380$925.2K0.38%
Legacy Capital Wealth Partners, LLC5,879$852.5K0.23%
Peregrine Asset Advisers, Inc.5,826$844.9K0.44%
Fiducient Advisors LLC5,473$793.7K0.04%
Westhampton Capital, LLC4,960$719.3K0.46%
Annis Gardner Whiting Capital Advisors, LLC4,667$676.8K0.36%
Oakwell Private Wealth Management, LLC4,493$651.6K0.28%
Marathon Trading Investment Management LLC4,314$625.6K0.48%
Mainsail Financial Group, LLC4,227$607.7K0.55%
Karani Asset Management LLC4,000$580.1K0.84%
Central Asset Investments & Management Holdings (HK) Ltd3,900$565.6K0.64%
Compass Ion Advisors, LLC3,807$552.2K0.09%
Hibernia Wealth Partners, LLC3,457$501.3K0.39%
Northstar Advisory Group, LLC3,432$497.7K0.36%
GSG Advisors LLC3,422$496.2K0.24%
Paloma Partners Management Co3,368$488.4K0.10%
Milestone Investment Advisors LLC3,308$479.7K0.14%
WestHill Financial Advisors, Inc.3,070$445.3K0.13%
Crestone Asset Management LLC3,065$444.5K0.11%
Par Capital Management Inc3,000$435.1K0.02%
Arlington Trust Co LLC2,828$410.1K0.17%

Sold out (80)

Institutions that held JPMorgan Chase & Co at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of JPM in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Ontario Teachers Pension Plan Board3,856,515$560.9M
Holocene Advisors, LP260,989$38.0M
Veritable, L.P.168,916$24.6M
Brookfield Asset Management Inc.155,013$22.5M
Pearl River Capital, LLC44,670$6.50M
Opus Investment Management Inc40,350$5.87M
Winton Group Ltd39,591$5.76M
Arete Wealth Advisors, LLC32,321$4.70M
WS Portfolio Advisory, LLC30,991$4.51M
NEIRG Wealth Management, LLC29,814$4.34M
Crestline Management, LP25,000$3.64M
Alyeska Investment Group, L.P.20,565$2.99M
Vident Investment Advisory, LLC19,756$2.87M
HPC Germany GmbH & Co. KG18,600$2.71M
Surience Private Wealth LLC18,423$2.68M
Mirabella Financial Services LLP15,800$2.30M
Glaxis Capital Management, LLC15,000$2.18M
Connective Portfolio Management, LLC12,080$1.77M
Algert Global LLC12,061$1.75M
Cubist Systematic Strategies, LLC10,131$1.47M
Advanced Portfolio Management, LLC9,336$1.36M
Verdad Advisers, LP9,267$1.35M
Saxon Interests, Inc.9,129$1.33M
Fox Run Management, L.L.C.8,853$1.29M
Virtu Financial LLC8,044$1.17M
Two Sigma Advisers, LP7,800$1.13M
PKO Investment Management Joint-Stock Co7,403$1.08M
Harvest Volatility Management LLC6,673$970.5K
Reitz Capital Advisors LLC5,806$844.4K
Vision Capital Management, Inc.5,644$820.9K
Mid-American Wealth Advisory Group, Inc.5,481$812.1K
Industrial Alliance Investment Management Inc.5,397$785.0K
Crewe Advisors LLC5,122$744.9K
Forum Private Client Group LLC4,681$680.8K
Inceptionr LLC4,654$676.9K
First Pacific Advisors, LP4,450$647.2K
TD Ameritrade Investment Management, LLC4,333$630.0K
Ninepoint Partners LP4,324$628.9K
MQS Management LLC3,843$558.9K
National Wealth Management Group, LLC3,397$529.5K
Plan Group Financial, LLC3,600$526.8K
Braun-Bostich & Associates Inc.3,607$524.6K
Stelac Advisory Services LLC3,478$505.8K
Gsa Capital Partners LLP3,278$477.0K
ISAM Funds (UK) Ltd3,221$468.5K
Sassicaia Capital Advisers LLC3,081$448.1K
CenterStar Asset Management, LLC3,072$447.0K
Silver Lake Advisory, LLC3,017$438.8K
Quinn Opportunity Partners LLC3,000$436.3K
Rappaport Reiches Capital Management, LLC2,737$398.1K
Redwood Investment Management, LLC2,703$393.0K
Corrigan Financial, Inc.2,681$390.0K
BIT Capital GmbH2,358$342.9K
WMG Financial Advisors, LLC2,337$339.9K
G2 Capital Management, LLC2,121$308.5K
Crabel Capital Management, LLC1,916$279.0K
Pinnacle Financial Group, LLC1,882$273.7K
Boothbay Fund Management, LLC1,860$270.5K
Lazard Freres Gestion S.A.S.1,864$267.0K
Triton Wealth Management, PLLC1,518$235.8K
Cipher Capital LP1,621$235.8K
Brooktree Capital Management1,613$234.6K
Western Financial Corp1,601$232.8K
Versor Investments LP1,600$232.7K
Paul Damon & Associates, Inc.1,576$229.2K
Woodward Financial Advisors, Inc.1,570$228.3K
Financial Services Advisory Inc1,533$223.0K
Oak Ridge Investments LLC1,524$221.7K
Redmont Wealth Advisors LLC1,516$220.5K
Coyle Financial Counsel LLC1,454$211.5K
Worth Asset Management, LLC1,445$210.2K
Willis Johnson & Associates, Inc.1,434$208.5K
Lountzis Asset Management, LLC1,340$207.0K
Clearwater Capital Advisors, LLC1,421$206.7K
AAFCPAs Wealth Management, LLC1,387$201.7K
Old Point Trust & Financial Services N A1,227$178.5K
25 LLC897$133.6K
Ridgewood Investments LLC719$104.6K
Adirondack Retirement Specialists, Inc.37$5.38K
FNY Investment Advisers, LLC25$3.00K

Not filed for Q3 2023 yet (43)

Institutions that held JPMorgan Chase & Co at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA1,406,758$204.6M
Kames Capital plc981,970$142.7M
Tiaa, FSB517,151$75.2M
PFS Investments Inc.417,575$60.7M
Vigilant Capital Management, LLC316,682$46.1M
EA Series Trust94,844$13.8M
Endurance Wealth Management, Inc.91,639$13.3M
Efg Capital International Corp.49,949$7.26M
BDO Wealth Advisors, LLC46,224$6.72M
BerganKDV Wealth Management, LLC39,777$5.79M
Bell & Brown Wealth Advisors, LLC33,440$4.86M
Signature Wealth Management Group27,337$3.98M
Montchanin Asset Management, LLC26,667$3.88M
Aj Wealth Strategies, LLC20,894$3.04M
Intercontinental Wealth Advisors, LLC19,439$2.83M
Kistler-Tiffany Companies, LLC17,046$2.48M
Financial Architects, Inc16,842$2.45M
Northwest Bank & Trust Co16,258$2.36M
First Capital Advisors Group, LLC.15,560$2.26M
Bradley Mark J.15,505$2.26M
Thomas White International Ltd13,647$1.98M
Heron Financial Group, LLC11,638$1.69M
McMillion Capital Management Inc11,357$1.65M
Sabadell Asset Management, S.A S.G.I.I.C11,214$1.64M
44 Wealth Management LLC10,679$1.55M
First National Bank of South Miami10,417$1.52M
Silicon Hills Wealth Management, LLC9,614$1.40M
Sentinus, LLC9,482$1.38M
BFT Financial Group, LLC9,355$1.36M
US Asset Management LLC9,299$1.35M
Ascension Asset Management LLC8,804$1.28M
First Command Bank7,152$1.04M
First Command Financial Services, Inc.7,152$1.04M
Alliance Wealth Management Group4,991$725.9K
BMS Financial Advisors, LLC4,488$652.7K
Lumature Wealth Partners, LLC4,161$605.2K
Ten Capital Wealth Advisors, LLC3,025$439.0K
Clarus Wealth Advisors1,802$260.1K
Cowen Prime Advisors LLC1,449$210.7K
Compton Capital Management Inc1,400$203.6K
Linker Capital Management Inc.1,318$191.7K
Coastal Capital Group, Inc.1,091$158.7K
Lansing Street Advisors681$99.1K