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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,679 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,175 | $750.5K | 0.00% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,175 | $750.5K | 0.69% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 5,224 | $751.0K | 0.57% | +20+0.4% | Added |
| Kennedy Investment Group | 5,185 | $751.9K | 0.45% | −4−0.1% | Reduced |
| WealthTrust Axiom LLC | 5,198 | $753.8K | 0.27% | −630−10.8% | Reduced |
| ABLE Financial Group, LLC | 5,208 | $755.3K | 0.38% | −204−3.8% | Reduced |
| McNaughton Wealth Management, LLC | 5,222 | $757.3K | 0.50% | −132−2.5% | Reduced |
| Horan Securities, Inc. | 5,227 | $758.0K | 0.40% | −38−0.7% | Reduced |
| LVZ Advisors, Inc. | 5,228 | $758.1K | 0.12% | +30+0.6% | Added |
| Cidel Asset Management Inc | 5,243 | $760.3K | 0.04% | −80−1.5% | Reduced |
| Copperwynd Financial, LLC | 5,270 | $764.2K | 0.36% | −142−2.6% | Reduced |
| Eagle Harbor Asset Management Inc | 5,349 | $775.7K | 1.02% | +329+6.6% | Added |
| Investment House LLC | 5,351 | $776.0K | 0.06% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 5,352 | $776.2K | 0.02% | +1,645+44.4% | Added |
| Roberts Glore & Co Inc | 5,360 | $777.3K | 0.26% | −220−3.9% | Reduced |
| Ullmann Financial Group, Inc. | 5,368 | $778.4K | 0.15% | +688+14.7% | Added |
| Hall Laurie J Trustee | 5,380 | $779.0K | 0.33% | −425−7.3% | Reduced |
| Great Diamond Partners, LLC | 5,391 | $781.8K | 0.21% | +469+9.5% | Added |
| Silicon Valley Capital Partners | 5,409 | $784.5K | 0.15% | +13+0.2% | Added |
| Burt Wealth Advisors | 5,426 | $786.9K | 0.24% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 5,433 | $788.0K | 0.21% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,436 | $788.3K | 0.77% | −442−7.5% | Reduced |
| Arcataur Capital Management LLC | 5,437 | $788.5K | 0.33% | −5−0.1% | Reduced |
| Sandbox Financial Partners, LLC | 5,438 | $788.7K | 0.42% | −154−2.8% | Reduced |
| Harvest Fund Management Co., Ltd | 5,443 | $790.0K | 0.14% | +2,559+88.7% | Added |
| Aspen Grove Capital, LLC | 5,451 | $790.5K | 0.29% | −7,566−58.1% | Reduced |
| Retirement Planning Group | 5,453 | $790.8K | 0.08% | +117+2.2% | Added |
| Cutter & CO Brokerage, Inc. | 5,454 | $791.0K | 0.23% | +1,919+54.3% | Added |
| Clearview Wealth Advisors LLC | 5,455 | $791.1K | 0.98% | −211−3.7% | Reduced |
| Fiducient Advisors LLC | 5,473 | $793.7K | 0.04% | +5,473 | New |
| Hurlow Wealth Management Group, Inc. | 5,477 | $794.3K | 0.35% | −425−7.2% | Reduced |
| Dechtman Wealth Management, LLC | 5,491 | $796.0K | 0.24% | +35+0.6% | Added |
| Wilkins Investment Counsel Inc | 5,498 | $797.0K | 0.22% | +150+2.8% | Added |
| Drake & Associates, LLC | 5,500 | $797.6K | 0.36% | +290+5.6% | Added |
| Crew Capital Management, Ltd. | 5,500 | $797.6K | 0.86% | −66−1.2% | Reduced |
| Bellevue Asset Management, LLC | 5,500 | $797.6K | 0.54% | −7−0.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 5,502 | $797.8K | 0.21% | +262+5.0% | Added |
| Grant Street Asset Management, Inc. | 5,514 | $799.7K | 0.32% | −176−3.1% | Reduced |
| Black Diamond Financial, LLC | 5,515 | $799.8K | 0.25% | +217+4.1% | Added |
| Eagle Strategies LLC | 5,522 | $800.9K | 0.20% | +25+0.5% | Added |
| Westside Investment Management, Inc. | 5,529 | $801.8K | 0.23% | +300+5.7% | Added |
| First National Bank | 5,539 | $803.3K | 0.70% | −104−1.8% | Reduced |
| Allie Family Office LLC | 5,541 | $803.6K | 0.65% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 5,550 | $804.9K | 0.58% | +489+9.7% | Added |
| Ramiah Investment Group | 5,556 | $805.7K | 0.84% | −1,515−21.4% | Reduced |
| High Falls Advisors, Inc | 5,560 | $806.3K | 0.24% | +103+1.9% | Added |
| One Wealth Advisors, LLC | 5,575 | $808.5K | 0.18% | −87−1.5% | Reduced |
| Moller Financial Services | 5,576 | $808.6K | 0.26% | 00.0% | Unchanged |
| Menard Financial Group LLC | 5,576 | $808.7K | 1.17% | +311+5.9% | Added |
| Cardiff Park Advisors, LLC | 5,583 | $809.7K | 0.10% | −572−9.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,589 | $810.5K | 0.16% | +21+0.4% | Added |
| Firestone Capital Management | 5,604 | $812.7K | 0.28% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,856 | $814.0K | 0.20% | −1,951−25.0% | Reduced |
| Verum Partners LLC | 5,617 | $814.6K | 0.36% | +1,577+39.0% | Added |
| Werba Rubin Papier Wealth Management | 5,618 | $814.7K | 0.29% | +6+0.1% | Added |
| Colton Groome Financial Advisors, LLC | 5,628 | $816.2K | 0.41% | −1,257−18.3% | Reduced |
| Crumly & Associates Inc. | 5,628 | $816.2K | 0.32% | +211+3.9% | Added |
| PBMares Wealth Management LLC | 5,630 | $816.5K | 0.29% | −33−0.6% | Reduced |
| Great Point Wealth Advisors, LLC | 5,642 | $818.2K | 0.25% | −18−0.3% | Reduced |
| Whitcomb & Hess, Inc. | 5,653 | $819.8K | 0.31% | −44−0.8% | Reduced |
| Oliver Luxxe Assets LLC | 5,671 | $822.4K | 0.21% | −111−1.9% | Reduced |
| Avaii Wealth Management, LLC | 5,673 | $822.6K | 0.62% | −152−2.6% | Reduced |
| Element Wealth, LLC | 5,675 | $823.0K | 0.60% | +3+0.1% | Added |
| Delta Investment Management, LLC | 5,682 | $824.0K | 0.23% | +226+4.1% | Added |
| Core Wealth Partners LLC | 5,692 | $825.5K | 0.75% | −1,444−20.2% | Reduced |
| F/M Investments LLC | 5,698 | $826.3K | 0.62% | +166+3.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 5,701 | $826.7K | 0.41% | +377+7.1% | Added |
| West Bancorporation Inc | 5,712 | $828.4K | 0.59% | +95+1.7% | Added |
| Strong Tower Advisory Services | 5,721 | $829.7K | 0.41% | +47+0.8% | Added |
| Skba Capital Management LLC | 5,732 | $831.3K | 0.15% | −200−3.4% | Reduced |
| Brown Capital Management LLC | 5,737 | $832.0K | 0.01% | −189−3.2% | Reduced |
| Providence First Trust Co | 5,737 | $832.0K | 0.46% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 5,740 | $832.4K | 0.76% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 5,744 | $833.0K | 0.55% | −1,069−15.7% | Reduced |
| Sendero Wealth Management, LLC | 5,749 | $833.7K | 0.18% | 00.0% | Unchanged |
| Carlson Capital Management | 5,765 | $836.0K | 0.05% | +261+4.7% | Added |
| Opal Wealth Advisors, LLC | 5,787 | $839.2K | 0.49% | +489+9.2% | Added |
| Oldfather Financial Services, LLC | 5,812 | $842.9K | 0.43% | −210−3.5% | Reduced |
| Legal Advantage Investments, Inc. | 5,818 | $843.7K | 0.60% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 5,825 | $844.7K | 0.19% | +829+16.6% | Added |
| Peregrine Asset Advisers, Inc. | 5,826 | $844.9K | 0.44% | +5,826 | New |
| Powers Advisory Group, LLC | 5,827 | $845.1K | 0.57% | −83−1.4% | Reduced |
| Financial Council Asset Management Inc | 5,836 | $846.3K | 0.67% | −220−3.6% | Reduced |
| Financial Engines Advisors L.L.C. | 5,838 | $846.7K | 0.00% | +2,966+103.3% | Added |
| St. Clair Advisors, LLC | 5,855 | $849.1K | 0.33% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 5,864 | $850.0K | 0.44% | +25+0.4% | Added |
| FirstPurpose Wealth LLC | 5,876 | $852.1K | 0.37% | +115+2.0% | Added |
| Legacy Capital Wealth Partners, LLC | 5,879 | $852.5K | 0.23% | +5,879 | New |
| Krane Funds Advisors LLC | 5,880 | $853.0K | 0.04% | +42+0.7% | Added |
| Rational Advisors LLC | 5,882 | $853.0K | 0.08% | −1,636−21.8% | Reduced |
| ICA Group Wealth Management, LLC | 5,890 | $853.8K | 0.24% | −159−2.6% | Reduced |
| Doheny Asset Management | 5,905 | $856.0K | 0.83% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,900 | $856.0K | 0.23% | +29+0.5% | Added |
| Disciplined Equity Management, Inc. | 5,913 | $857.5K | 0.72% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,916 | $858.0K | 0.04% | +1,413+31.4% | Added |
| Ellsworth Advisors, LLC | 5,905 | $858.0K | 0.30% | +1,668+39.4% | Added |
| KLK Capital Management LLC | 5,917 | $858.1K | 1.15% | −178−2.9% | Reduced |
| Lodestar Private Asset Management LLC | 5,921 | $858.6K | 0.15% | −337−5.4% | Reduced |
| McDaniel Terry & Co | 5,922 | $859.0K | 0.09% | +47+0.8% | Added |
| Clifford Group, LLC | 5,925 | $859.3K | 0.93% | −1,021−14.7% | Reduced |