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 |
|---|---|---|---|---|---|
| Cascade Investment Group, Inc. | 5,941 | $861.6K | 0.81% | +115+2.0% | Added |
| Alpha Family Trust | 5,950 | $862.9K | 0.66% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 5,953 | $863.0K | 0.13% | −1,012−14.5% | Reduced |
| Quantum Financial Advisors, LLC | 5,953 | $863.4K | 0.25% | +1,562+35.6% | Added |
| BNC Wealth Management, LLC | 5,962 | $864.6K | 0.46% | −505−7.8% | Reduced |
| Sterneck Capital Management, LLC | 5,962 | $864.7K | 0.58% | −477−7.4% | Reduced |
| Viewpoint Capital Management LLC | 5,965 | $865.0K | 0.69% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 5,967 | $865.3K | 0.66% | −336−5.3% | Reduced |
| Private Wealth Advisors | 5,985 | $868.0K | 0.38% | −112−1.8% | Reduced |
| Pathway Financial Advisors LLC | 5,988 | $868.4K | 0.30% | −26−0.4% | Reduced |
| Aurora Private Wealth, Inc. | 5,995 | $869.0K | 0.96% | −506−7.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 5,994 | $869.3K | 0.55% | +92+1.6% | Added |
| Centerpoint Advisors, LLC | 6,000 | $870.0K | 0.37% | +10.0% | Added |
| Concorde Financial Corp | 6,000 | $870.1K | 1.48% | −40,186−87.0% | Reduced |
| Salomon & Ludwin, LLC | 6,012 | $871.9K | 0.09% | +129+2.2% | Added |
| Reynders McVeigh Capital Management, LLC | 6,014 | $872.0K | 0.06% | −608−9.2% | Reduced |
| Davis Investment Partners, LLC | 6,106 | $872.6K | 0.46% | 00.0% | Unchanged |
| Clarity Financial LLC | 6,027 | $874.0K | 0.15% | +2,313+62.3% | Added |
| Beaumont Asset Management, L.L.C. | 6,028 | $874.2K | 0.72% | −28−0.5% | Reduced |
| Vivaldi Capital Management, LLC | 6,045 | $876.6K | 0.29% | −279−4.4% | Reduced |
| TrueWealth Advisors, LLC | 6,054 | $877.9K | 0.37% | +1,923+46.6% | Added |
| Cravens & Co Advisors, LLC | 6,057 | $878.3K | 0.83% | +157+2.7% | Added |
| Hexagon Capital Partners LLC | 6,058 | $878.5K | 0.23% | −2,289−27.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 6,060 | $878.8K | 0.88% | −558−8.4% | Reduced |
| First Heartland Consultants, Inc. | 6,066 | $880.0K | 0.11% | +246+4.2% | Added |
| Systematic Financial Management LP | 6,075 | $881.0K | 0.03% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 6,122 | $882.6K | 0.95% | +844+16.0% | Added |
| HBW Advisory Services LLC | 6,104 | $885.0K | 0.18% | +444+7.8% | Added |
| Plancorp, LLC | 6,104 | $885.2K | 0.05% | −468−7.1% | Reduced |
| InTrack Investment Management Inc | 6,116 | $886.9K | 0.78% | −528−7.9% | Reduced |
| Gries Financial LLC | 6,118 | $887.3K | 0.24% | −10,819−63.9% | Reduced |
| Angeles Investment Advisors, LLC | 6,125 | $888.2K | 0.07% | −2,671−30.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 6,127 | $888.6K | 0.32% | −241−3.8% | Reduced |
| Barden Capital Management, Inc. | 6,131 | $889.1K | 0.87% | +116+1.9% | Added |
| Summit Asset Management, LLC | 6,156 | $892.7K | 0.24% | +300+5.1% | Added |
| Berger Financial Group, Inc | 6,178 | $895.9K | 0.10% | +41+0.7% | Added |
| Millennium Capital Advisors, LLC | 6,180 | $896.2K | 0.76% | −50−0.8% | Reduced |
| PSI Advisors, LLC | 6,183 | $896.7K | 0.39% | −2,489−28.7% | Reduced |
| McIlrath & Eck, LLC | 6,200 | $899.2K | 0.18% | −10−0.2% | Reduced |
| PCA Investment Advisory Services Inc. | 6,208 | $900.4K | 0.64% | +5+0.1% | Added |
| Shakespeare Wealth Management, Inc. | 6,210 | $900.6K | 0.32% | 00.0% | Unchanged |
| Solstein Capital, LLC | 6,232 | $903.8K | 0.78% | 00.0% | Unchanged |
| Foster Group, Inc. | 6,233 | $903.9K | 0.06% | −190−3.0% | Reduced |
| Aprio Wealth Management, LLC | 6,239 | $904.8K | 0.25% | +2,061+49.3% | Added |
| Cubic Asset Management, LLC | 6,244 | $905.5K | 0.25% | −1,360−17.9% | Reduced |
| Greatmark Investment Partners, Inc. | 6,247 | $905.9K | 0.16% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 6,250 | $906.4K | 0.16% | −500−7.4% | Reduced |
| HHM Wealth Advisors, LLC | 6,259 | $907.7K | 0.18% | −219−3.4% | Reduced |
| Joule Financial, LLC | 6,259 | $907.7K | 0.46% | +1,028+19.7% | Added |
| Advisor Resource Council | 6,262 | $908.1K | 0.60% | +742+13.4% | Added |
| BOS Asset Management, LLC | 6,262 | $908.2K | 0.67% | +7+0.1% | Added |
| Regent Peak Wealth Advisors LLC | 6,274 | $909.9K | 0.28% | +265+4.4% | Added |
| Lantz Financial LLC | 6,275 | $910.0K | 0.36% | +40+0.6% | Added |
| GFG Capital, LLC | 6,298 | $913.3K | 0.30% | −25−0.4% | Reduced |
| Mason & Associates Inc | 6,300 | $913.7K | 0.29% | −2,410−27.7% | Reduced |
| Davidson Investment Advisors | 6,302 | $913.9K | 0.06% | +1,654+35.6% | Added |
| CapWealth Advisors, LLC | 6,315 | $915.8K | 0.12% | −80−1.3% | Reduced |
| Profit Investment Management, LLC | 6,327 | $917.5K | 0.65% | −219−3.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,333 | $918.4K | 0.21% | +505+8.7% | Added |
| Sentry LLC | 6,337 | $919.0K | 0.19% | 00.0% | Unchanged |
| McLean Asset Management Corp | 6,311 | $919.2K | 0.38% | +19+0.3% | Added |
| Monument Capital Management | 6,356 | $921.7K | 0.31% | +2,482+64.1% | Added |
| Global Financial Private Client, LLC | 6,427 | $924.0K | 0.48% | −9−0.1% | Reduced |
| Riverbridge Partners LLC | 6,376 | $924.6K | 0.01% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 6,380 | $925.2K | 0.38% | +6,380 | New |
| OneAscent Financial Services LLC | 6,388 | $926.0K | 0.24% | +75+1.2% | Added |
| Tennessee Valley Asset Management Partners | 6,400 | $928.1K | 0.30% | −55−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,406 | $929.0K | 0.75% | −989−13.4% | Reduced |
| Galibier Capital Management Ltd. | 6,410 | $929.6K | 0.21% | 00.0% | Unchanged |
| TFC Financial Management | 6,418 | $930.7K | 0.22% | −14−0.2% | Reduced |
| LWM Advisory Services, LLC | 6,443 | $933.2K | 1.00% | +56+0.9% | Added |
| Barrett & Company, Inc. | 6,456 | $936.3K | 0.55% | −176−2.7% | Reduced |
| New Jersey Better Educational Savings Trust | 6,461 | $937.0K | 2.30% | 00.0% | Unchanged |
| Steward Financial Group LLC | 6,466 | $937.0K | 0.30% | −7,092−52.3% | Reduced |
| Lebenthal Global Advisors, LLC | 6,477 | $939.3K | 0.28% | +443+7.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,484 | $940.3K | 0.44% | +310+5.0% | Added |
| QP Wealth Management, LLC | 6,495 | $941.9K | 1.64% | −1,091−14.4% | Reduced |
| Waypoint Capital Advisors, LLC | 6,500 | $942.6K | 0.32% | −112−1.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,532 | $947.4K | 0.11% | +10.0% | Added |
| Renaissance Group LLC | 6,549 | $949.7K | 0.04% | −69−1.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 6,559 | $951.2K | 0.51% | +713+12.2% | Added |
| JFS Wealth Advisors, LLC | 6,571 | $953.0K | 0.09% | +20.0% | Added |
| CWS Financial Advisors, LLC | 6,584 | $954.8K | 0.38% | +20.0% | Added |
| Bordeaux Wealth Advisors LLC | 6,584 | $954.8K | 0.39% | −36−0.5% | Reduced |
| Frank, Rimerman Advisors LLC | 6,585 | $955.0K | 0.23% | +2,509+61.6% | Added |
| Creative Financial Designs Inc | 6,586 | $955.1K | 0.11% | +307+4.9% | Added |
| Gould Asset Management LLC | 6,586 | $955.1K | 0.27% | +26+0.4% | Added |
| Caz Investments LP | 6,600 | $957.0K | 2.71% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,648 | $964.1K | 0.08% | +856+14.8% | Added |
| Rodgers Brothers Inc. | 6,659 | $965.7K | 0.16% | 00.0% | Unchanged |
| Viawealth, LLC | 6,675 | $968.0K | 0.71% | −43−0.6% | Reduced |
| Probity Advisors, Inc. | 6,676 | $968.1K | 0.22% | −200−2.9% | Reduced |
| Portland Investment Counsel Inc. | 6,680 | $969.0K | 0.45% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,700 | $969.6K | 0.81% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 6,696 | $971.1K | 0.50% | −376−5.3% | Reduced |
| Northside Capital Management, LLC | 6,700 | $971.6K | 0.22% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 6,700 | $971.6K | 0.35% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 6,682 | $971.8K | 0.70% | +262+4.1% | Added |
| waypoint wealth counsel | 6,731 | $976.2K | 0.92% | 00.0% | Unchanged |
| Security Financial Services, INC. | 6,742 | $977.7K | 0.28% | +10.0% | Added |