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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; 5,156 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, Q3 2023

Institutional positions in JPMorgan Chase & Co as of Sep 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
3,711
+82 vs. Q2 2023
Shares held
2.05B
+3.21M (+0.2%) vs. Q2 2023
Total value
$297.0B
+$2.01M (0.0%) vs. Q2 2023
New holders
161
1,580 more added
Sold out
79
1,564 more reduced

43 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 3,711 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,156 institutions
Value heldQ3 2023: $297.0B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,156$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2023.

Institutions holding JPM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Insight Financial Services10$1.57K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC12$1.74K0.00%00.0%Unchanged
Family CFO Inc15$2.17K0.00%+15New
Sanctuary Wealth Management, L.L.C.20$2.90K0.00%00.0%Unchanged
Team Financial Group, LLC29$4.17K0.00%+29New
Retirement Group, LLC33$4.79K0.00%−35−51.5%Reduced
USA Financial Portformulas Corp33$4.79K0.01%00.0%Unchanged
Activest Wealth Management36$5.17K0.00%−71−66.4%Reduced
Authentikos Wealth Advisory, LLC42$6.09K0.01%+42New
Your Advocates Ltd., LLP50$7.25K0.00%−100−66.7%Reduced
Gilfoyle & Co LLC50$7.72K19.81%+50New
Bay Harbor Wealth Management, LLC53$7.77K0.00%00.0%Unchanged
JDM Financial Group LLC60$8.70K0.01%00.0%Unchanged
HighMark Wealth Management LLC60$8.76K0.01%−49−45.0%Reduced
Thomas J. Herzfeld Advisors, Inc.61$8.85K0.00%−1−1.6%Reduced
Stone House Investment Management, LLC67$9.65K0.00%+1+1.5%Added
West Financial Advisors, LLC70$10.2K0.00%+70New
Quarry LP73$10.6K0.01%−435−85.6%Reduced
WestEnd Advisors, LLC73$10.6K0.00%+73New
Mizuho Securities Co. Ltd.80$11.6K0.05%−1,160−93.5%Reduced
MUFG Securities EMEA plc89$12.9K0.00%−3,135−97.2%Reduced
PayPay Securities Corp90$13.1K0.63%+11+13.9%Added
Goodman Advisory Group, LLC93$13.5K0.01%−656−87.6%Reduced
Johnson Midwest Financial, LLC98$14.2K0.03%+1+1.0%Added
Carolina Wealth Advisors, LLC99$14.4K0.01%00.0%Unchanged
Sturgeon Ventures LLP115$16.7K0.02%00.0%Unchanged
ClariVest Asset Management LLC131$18.0K0.00%+54+70.1%Added
Tobam127$18.0K0.00%+127New
New England Capital Financial Advisors LLC129$18.8K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC131$19.0K0.01%−742−85.0%Reduced
Clear Investment Research, LLC141$20.5K0.04%+3+2.2%Added
Lowe Wealth Advisors, LLC150$21.8K0.01%−20−11.8%Reduced
Robinswood Financial LLC174$25.2K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC213$31.2K0.04%00.0%Unchanged
Grayhawk Investment Strategies Inc.222$32.2K0.02%00.0%Unchanged
Capula Management Ltd237$34.4K0.00%+237New
Macroview Investment Management LLC238$34.5K0.05%+235+7,833.3%Added
Evolution Advisers, Inc.251$36.0K0.03%00.0%Unchanged
VitalStone Financial, LLC253$37.0K0.03%−211−45.5%Reduced
PFG Private Wealth Management, LLC262$38.0K0.03%−606−69.8%Reduced
Ulland Investment Advisors, LLC264$38.0K0.04%−86−24.6%Reduced
Creative Capital Management Investments LLC267$38.7K0.03%00.0%Unchanged
Tower View Investment Management & Research LLC279$40.0K0.03%+2+0.7%Added
Briaud Financial Planning, Inc277$40.0K0.03%+277New
Horizons Wealth Management278$40.3K0.03%−70−20.1%Reduced
Bromfield Sneider Wealth Advisors290$42.1K0.03%00.0%Unchanged
Tanaka Capital Management Inc331$48.0K0.14%−20−5.7%Reduced
Red Tortoise LLC342$49.6K0.03%00.0%Unchanged
Cedar Mountain Advisors, LLC346$50.2K0.01%−63−15.4%Reduced
True Wealth Design, LLC354$51.3K0.02%−211−37.3%Reduced
New Millennium Group LLC356$51.6K0.05%00.0%Unchanged
Kapitalo Investimentos Ltda361$52.4K0.01%−713−66.4%Reduced
Veritas Investment Partners (UK) Ltd.380$55.1K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC387$56.1K0.06%+288+290.9%Added
Marquette Asset Management, LLC400$58.0K0.01%00.0%Unchanged
Legacy Financial Group LLC400$58.0K0.01%+400New
Robbins Farley LLC421$61.1K0.04%+96+29.5%Added
Nordwand Advisors, LLC439$63.7K0.01%+209+90.9%Added
Hoese & Co LLP445$64.5K0.07%00.0%Unchanged
Miller Wealth Advisors, LLC460$66.7K0.05%00.0%Unchanged
Iron Horse Wealth Management, LLC465$67.5K0.03%+10+2.2%Added
Aspire Private Capital, LLC467$67.8K0.02%+49+11.7%Added
Mendota Financial Group, LLC483$70.0K0.07%00.0%Unchanged
Copeland Capital Management, LLC500$72.5K0.00%−1,823−78.5%Reduced
Global Wealth Strategies & Associates515$74.7K0.03%00.0%Unchanged
CGC Financial Services, LLC534$77.4K0.05%−500−48.4%Reduced
SkyView Investment Advisors, LLC548$79.0K0.03%−15,559−96.6%Reduced
Horrell Capital Management, Inc.548$79.0K0.03%+1+0.2%Added
Valley Forge Investment Consultants Inc Adv563$81.6K0.04%00.0%Unchanged
Acima Private Wealth, LLC569$82.5K0.04%00.0%Unchanged
DecisionPoint Financial, LLC622$90.2K0.05%+12+2.0%Added
Antonetti Capital Management LLC629$91.2K0.14%−50−7.4%Reduced
Riggs Asset Managment Co. Inc.632$91.7K0.03%+130+25.9%Added
Disciplina Capital Management LLC674$97.8K0.02%+4+0.6%Added
Maryland Capital Advisors Inc.678$98.3K0.08%00.0%Unchanged
Guardian Wealth Management, Inc.715$103.8K0.10%+4+0.6%Added
ZRC Wealth Management, LLC735$106.6K0.09%+1+0.1%Added
Financial Avengers, Inc.748$108.5K0.07%+29+4.0%Added
Moisand Fitzgerald Tamayo, LLC773$112.1K0.02%+26+3.5%Added
Financial Synergies Wealth Advisors, Inc.783$113.5K0.02%−99−11.2%Reduced
WFA Asset Management Corp798$115.8K0.07%+5+0.6%Added
O'Brien Wealth Partners LLC836$121.2K0.03%+18+2.2%Added
RVW Wealth, LLC868$125.9K0.02%+868New
University of Texas/Texas Am Investment Managment Co871$126.3K0.05%+871New
FWL Investment Management, LLC905$131.2K0.09%+905New
Sander Capital Advisors Inc930$135.0K0.08%−125−11.8%Reduced
Ogorek Anthony Joseph950$137.0K0.05%00.0%Unchanged
Timber Creek Capital Management LLC950$137.8K0.05%−8−0.8%Reduced
Legend Financial Advisors, Inc.976$141.5K0.12%−210−17.7%Reduced
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.989$143.4K0.05%00.0%Unchanged
Core Wealth Advisors, Inc.992$143.9K0.06%00.0%Unchanged
IAG Wealth Partners, LLC997$144.6K0.04%00.0%Unchanged
Teramo Advisors, LLC1,000$145.0K0.07%00.0%Unchanged
HBC Financial Services, PLLC993$146.0K0.11%+1+0.1%Added
Cornerstone Planning Group LLC1,016$147.3K0.06%−39−3.7%Reduced
Newton One Investments LLC1,033$149.8K0.09%+7+0.7%Added
Virtus Investment Advisers, Inc.1,040$150.8K0.10%+1,040New
McClarren Financial Advisors, Inc.1,048$152.0K0.13%+4+0.4%Added
Dunhill Financial, LLC1,053$153.3K0.10%00.0%Unchanged
Spartan Planning & Wealth Management1,058$153.4K0.18%+1,058New