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
- +81 vs. Q2 2023
- Shares held
- 2.05B
- +3.21M (+0.2%) vs. Q2 2023
- Total value
- $297.0B
- +$1.78M (0.0%) vs. Q2 2023
- New holders
- 161
- 1,580 more added
- Sold out
- 80
- 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 | 5,103 | $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, 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 |
|---|---|---|---|---|---|
| Paragon Advisors, LLC | 6,780 | $983.0K | 0.41% | +1,237+22.3% | Added |
| Winmill & Co. Inc | 6,800 | $986.1K | 0.36% | 00.0% | Unchanged |
| Port Capital LLC | 6,805 | $987.0K | 0.06% | +134+2.0% | Added |
| Glassman Wealth Services | 6,809 | $987.4K | 0.16% | +47+0.7% | Added |
| XTX Topco Ltd | 6,811 | $987.7K | 0.17% | +6,811 | New |
| Sunflower Bank, N.A. | 6,812 | $987.9K | 0.24% | −122−1.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,821 | $989.1K | 0.49% | +10.0% | Added |
| Palogic Value Management, L.P. | 6,824 | $989.6K | 0.49% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 6,844 | $992.5K | 0.48% | +329+5.0% | Added |
| Richard W. Paul & Associates, LLC | 6,853 | $993.8K | 0.45% | +153+2.3% | Added |
| Wagner Wealth Management, LLC | 6,861 | $994.9K | 0.37% | +19+0.3% | Added |
| Credential Qtrade Securities Inc. | 6,903 | $1.00M | 0.07% | +183+2.7% | Added |
| BluePath Capital Management, LLC | 6,904 | $1.00M | 0.92% | +6,904 | New |
| Meeder Asset Management Inc | 6,931 | $1.01M | 0.08% | −265−3.7% | Reduced |
| Grey Street Capital, LLC | 6,934 | $1.01M | 0.58% | +25+0.4% | Added |
| Advisory Alpha, LLC | 6,945 | $1.01M | 0.05% | +996+16.7% | Added |
| Wills Financial Group, Inc. | 6,947 | $1.01M | 0.55% | +10.0% | Added |
| Stiles Financial Services Inc | 6,960 | $1.01M | 0.52% | +215+3.2% | Added |
| Gray Wealth Management Inc. | 6,966 | $1.01M | 0.52% | −342−4.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,981 | $1.01M | 0.09% | −638−8.4% | Reduced |
| Jump Financial, LLC | 6,994 | $1.01M | 0.04% | +6,994 | New |
| Meridian Investment Counsel Inc. | 7,003 | $1.02M | 0.38% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 7,006 | $1.02M | 0.90% | −115−1.6% | Reduced |
| Sippican Capital Advisors | 7,018 | $1.02M | 0.93% | +210+3.1% | Added |
| Fidelity D & D Bancorp Inc | 7,019 | $1.02M | 1.05% | +7,019 | New |
| Bluesphere Advisors, LLC | 7,029 | $1.02M | 0.73% | +20.0% | Added |
| Highline Wealth Partners LLC | 7,040 | $1.02M | 0.63% | +46+0.7% | Added |
| Capital Planning Advisors, LLC | 7,045 | $1.02M | 0.21% | +311+4.6% | Added |
| Column Capital Advisors, LLC | 7,054 | $1.02M | 0.15% | −326−4.4% | Reduced |
| Birchcreek Wealth Management, LLC | 7,066 | $1.02M | 0.69% | +291+4.3% | Added |
| Amica Retiree Medical Trust | 7,073 | $1.03M | 1.21% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 7,078 | $1.03M | 1.72% | −4,450−38.6% | Reduced |
| O'Brien Greene & Co. Inc | 7,078 | $1.03M | 0.38% | −125−1.7% | Reduced |
| KC Investment Advisors, LLC | 7,082 | $1.03M | 0.67% | −214−2.9% | Reduced |
| Cookson Peirce & Co Inc | 7,096 | $1.03M | 0.07% | +4,481+171.4% | Added |
| Denali Advisors LLC | 7,100 | $1.03M | 0.36% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7,102 | $1.03M | 0.17% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 7,103 | $1.03M | 0.60% | +32+0.5% | Added |
| Spinnaker Investment Group, LLC | 7,107 | $1.03M | 0.35% | −231−3.1% | Reduced |
| Sym Financial Corp | 7,121 | $1.03M | 0.18% | +5,206+271.9% | Added |
| Capital Investment Counsel, Inc | 7,144 | $1.04M | 0.21% | +15+0.2% | Added |
| Affiance Financial, LLC | 7,148 | $1.04M | 0.53% | −40−0.6% | Reduced |
| Allegheny Financial Group LTD | 7,162 | $1.04M | 0.39% | −972−11.9% | Reduced |
| Five Oceans Advisors | 7,173 | $1.04M | 0.67% | +25+0.3% | Added |
| Schear Investment Advisers, LLC | 7,186 | $1.04M | 1.12% | −331−4.4% | Reduced |
| Cladis Investment Advisory, LLC | 7,189 | $1.04M | 0.91% | +87+1.2% | Added |
| SRS Capital Advisors, Inc. | 7,204 | $1.04M | 0.13% | −234−3.1% | Reduced |
| Armbruster Capital Management, Inc. | 7,205 | $1.04M | 0.26% | −328−4.4% | Reduced |
| Mizuho Markets Cayman LP | 7,211 | $1.05M | 0.46% | +7,211 | New |
| Summit Wealth Partners, LLC | 7,224 | $1.05M | 0.27% | +323+4.7% | Added |
| AllSquare Wealth Management LLC | 7,229 | $1.05M | 0.68% | −12−0.2% | Reduced |
| Jupiter Wealth Management LLC | 7,187 | $1.05M | 0.68% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 7,257 | $1.05M | 0.63% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 7,288 | $1.06M | 0.69% | −441−5.7% | Reduced |
| First Command Advisory Services, Inc. | 7,294 | $1.06M | 0.01% | +7,293+729,300.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 7,297 | $1.06M | 0.25% | +331+4.8% | Added |
| Austin Private Wealth, LLC | 7,300 | $1.06M | 0.15% | +260+3.7% | Added |
| Driehaus Capital Management LLC | 7,302 | $1.06M | 0.01% | −915−11.1% | Reduced |
| Eagle Bay Advisors LLC | 7,316 | $1.06M | 0.49% | +1,639+28.9% | Added |
| Ironwood Investment Management LLC | 7,338 | $1.06M | 0.65% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 7,350 | $1.07M | 0.14% | −36−0.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 7,358 | $1.07M | 0.12% | −632−7.9% | Reduced |
| LBMC Investment Advisors, LLC | 7,490 | $1.07M | 0.11% | 00.0% | Unchanged |
| Financial Management Network Inc | 7,462 | $1.07M | 0.35% | +22+0.3% | Added |
| Prairie Sky Financial Group LLC | 7,384 | $1.07M | 0.75% | +152+2.1% | Added |
| Lionsbridge Wealth Management LLC | 7,426 | $1.08M | 1.02% | −6−0.1% | Reduced |
| Solidarilty Wealth, LLC | 7,430 | $1.08M | 0.39% | −1,159−13.5% | Reduced |
| Phillips Wealth Planners LLC | 7,421 | $1.08M | 1.46% | +36+0.5% | Added |
| Thrive Wealth Management, LLC | 7,442 | $1.08M | 0.29% | +386+5.5% | Added |
| Altus Wealth Group LLC | 7,442 | $1.08M | 0.68% | −163−2.1% | Reduced |
| Atwood & Palmer Inc | 7,445 | $1.08M | 0.09% | −500−6.3% | Reduced |
| Deseret Mutual Benefit Administrators | 7,462 | $1.08M | 0.53% | −1,440−16.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,478 | $1.08M | 0.60% | +137+1.9% | Added |
| Icapital Wealth LLC | 7,484 | $1.09M | 0.77% | −13−0.2% | Reduced |
| REDW Wealth LLC | 7,490 | $1.09M | 0.33% | +30.0% | Added |
| RF&L Wealth Management, LLC | 7,493 | $1.09M | 1.01% | 00.0% | Unchanged |
| Balboa Wealth Partners | 7,494 | $1.09M | 0.41% | +331+4.6% | Added |
| Stoneridge Investment Partners LLC | 7,497 | $1.09M | 0.51% | −331−4.2% | Reduced |
| Alta Advisers Ltd | 7,500 | $1.09M | 0.63% | 00.0% | Unchanged |
| Lumina Fund Management LLC | 7,500 | $1.09M | 0.52% | 00.0% | Unchanged |
| Madden Securities Corp | 7,520 | $1.09M | 0.62% | −1,000−11.7% | Reduced |
| Cooper Financial Group | 7,520 | $1.09M | 0.26% | −4−0.1% | Reduced |
| Covenant Partners, LLC | 7,531 | $1.09M | 0.40% | −578−7.1% | Reduced |
| Capital City Trust Co | 7,535 | $1.09M | 0.36% | +2,109+38.9% | Added |
| Kolinsky Wealth Management, LLC | 7,545 | $1.09M | 1.09% | +545+7.8% | Added |
| Trust Co | 7,550 | $1.09M | 0.18% | −3,185−29.7% | Reduced |
| DMG Group, LLC | 7,557 | $1.10M | 1.11% | +200+2.7% | Added |
| Community Capital Management, Inc. | 7,600 | $1.10M | 1.75% | +3,800+100.0% | Added |
| IFG Advisors, LLC | 7,602 | $1.10M | 0.39% | −30.0% | Reduced |
| Olistico Wealth, LLC | 7,605 | $1.10M | 0.99% | −100−1.3% | Reduced |
| SC&H Financial Advisors, Inc. | 7,607 | $1.10M | 0.37% | −10.0% | Reduced |
| Kessler Investment Group, LLC | 7,610 | $1.10M | 0.92% | +382+5.3% | Added |
| Cornerstone National Bank & Trust Co | 7,624 | $1.11M | 0.68% | −107−1.4% | Reduced |
| Monterey Private Wealth, Inc. | 7,632 | $1.11M | 0.56% | −700−8.4% | Reduced |
| Talisman Wealth Advisors LLC | 7,639 | $1.11M | 1.92% | −47−0.6% | Reduced |
| James J. Burns & Company, LLC | 7,662 | $1.11M | 0.30% | −191−2.4% | Reduced |
| Garrison Point Advisors, LLC | 7,679 | $1.11M | 0.86% | +34+0.4% | Added |
| Belmont Capital, LLC | 7,679 | $1.11M | 0.60% | +2,249+41.4% | Added |
| Alhambra Investment Partners LLC | 7,703 | $1.12M | 0.74% | −88−1.1% | Reduced |
| AlphaStar Capital Management, LLC | 7,705 | $1.12M | 0.14% | +337+4.6% | Added |