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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 7,716 | $1.12M | 0.14% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 7,737 | $1.12M | 0.05% | −3,844−33.2% | Reduced |
| Veracity Capital LLC | 7,745 | $1.12M | 0.52% | +49+0.6% | Added |
| Pflug Koory, LLC | 7,777 | $1.13M | 0.65% | −25−0.3% | Reduced |
| Ambassador Advisors, LLC | 7,745 | $1.13M | 0.27% | +14+0.2% | Added |
| Dixon Fnancial Services, Inc. | 7,799 | $1.13M | 0.76% | +109+1.4% | Added |
| Alesco Advisors LLC | 7,809 | $1.13M | 0.04% | −10.0% | Reduced |
| Physicians Financial Services, Inc. | 7,812 | $1.13M | 0.46% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 7,817 | $1.13M | 0.10% | +210+2.8% | Added |
| Alta Wealth Advisors LLC | 7,817 | $1.13M | 0.69% | +201+2.6% | Added |
| Geller Advisors LLC | 7,845 | $1.14M | 0.13% | −3,502−30.9% | Reduced |
| Accel Wealth Management | 7,855 | $1.14M | 0.63% | +27+0.3% | Added |
| SignalPoint Asset Management, LLC | 7,872 | $1.14M | 0.36% | +112+1.4% | Added |
| RFP Financial Group LLC | 7,869 | $1.14M | 0.50% | −299−3.7% | Reduced |
| Icon Wealth Partners, LLC | 7,878 | $1.14M | 0.13% | −3,831−32.7% | Reduced |
| Investors Research Corp | 7,894 | $1.14M | 0.30% | −125−1.6% | Reduced |
| Keystone Financial Services | 7,905 | $1.15M | 0.61% | −45−0.6% | Reduced |
| Commons Capital, LLC | 7,915 | $1.15M | 1.98% | −1,867−19.1% | Reduced |
| Hyperion Partners, LLC | 7,916 | $1.15M | 0.99% | −17−0.2% | Reduced |
| Coastwise Capital Group, LLC | 7,963 | $1.15M | 1.32% | −407−4.9% | Reduced |
| First Dallas Securities Inc. | 7,982 | $1.16M | 0.27% | −3,833−32.4% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $1.16M | 0.61% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.16M | 1.04% | – | – |
| Stephens Consulting, LLC | 8,003 | $1.16M | 0.47% | −15−0.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,032 | $1.16M | 0.59% | −321−3.8% | Reduced |
| Beacon Financial Advisory LLC | 8,042 | $1.17M | 0.64% | +51+0.6% | Added |
| PDT Partners, LLC | 8,050 | $1.17M | 0.15% | −19,600−70.9% | Reduced |
| ELCO Management Co., LLC | 8,052 | $1.17M | 0.84% | +20+0.2% | Added |
| Eukles Asset Management | 8,058 | $1.17M | 0.62% | +145+1.8% | Added |
| Purus Wealth Management, LLC | 8,101 | $1.17M | 0.79% | +387+5.0% | Added |
| Apella Capital, LLC | 8,105 | $1.18M | 0.08% | −142−1.7% | Reduced |
| Orca Investment Management, LLC | 8,114 | $1.18M | 1.31% | −180−2.2% | Reduced |
| Provence Wealth Management Group | 8,114 | $1.18M | 0.72% | +113+1.4% | Added |
| Capital Square, LLC | 8,073 | $1.18M | 1.59% | −2,344−22.5% | Reduced |
| Zions Bancorporation, N.A. | 8,124 | $1.18M | 0.10% | −388−4.6% | Reduced |
| Syntax Research, Inc. | 8,134 | $1.18M | 0.96% | +8,134 | New |
| Montz Harcus Wealth Management LLC | 8,141 | $1.18M | 1.01% | +69+0.9% | Added |
| ASB Consultores, LLC | 8,144 | $1.18M | 0.46% | −3,542−30.3% | Reduced |
| Cora Capital Advisors LLC | 8,151 | $1.18M | 0.79% | −128−1.5% | Reduced |
| Alera Investment Advisors, LLC | 8,194 | $1.19M | 0.20% | −46−0.6% | Reduced |
| Monte Financial Group, LLC | 8,198 | $1.19M | 0.60% | 00.0% | Unchanged |
| Breakwater Capital Group | 8,558 | $1.19M | 0.41% | +934+12.3% | Added |
| Lazari Capital Management, Inc. | 8,208 | $1.19M | 0.71% | +63+0.8% | Added |
| Walkner Condon Financial Advisors LLC | 8,208 | $1.19M | 0.32% | −31−0.4% | Reduced |
| CPA Asset Management LLC | 8,209 | $1.19M | 0.83% | +34+0.4% | Added |
| ERn Financial, LLC | 8,210 | $1.19M | 0.26% | +751+10.1% | Added |
| Northwest Wealth Management, LLC | 8,218 | $1.19M | 0.43% | −125−1.5% | Reduced |
| General Partner, Inc. | 8,276 | $1.19M | 1.06% | −1,000−10.8% | Reduced |
| Addison Advisors LLC | 8,243 | $1.20M | 0.56% | +47+0.6% | Added |
| M. Kraus & Co | 8,249 | $1.20M | 0.42% | 00.0% | Unchanged |
| Sather Financial Group Inc | 8,258 | $1.20M | 0.10% | +743+9.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,275 | $1.20M | 0.43% | +8,275 | New |
| TLWM | 8,282 | $1.20M | 0.32% | +338+4.3% | Added |
| Salzhauer Michael | 8,298 | $1.20M | 1.31% | −362−4.2% | Reduced |
| Legacy Capital Group California, Inc. | 8,298 | $1.20M | 0.52% | +36+0.4% | Added |
| Israel Discount Bank of New York | 8,344 | $1.21M | 1.00% | −229−2.7% | Reduced |
| Diversified, LLC | 8,345 | $1.21M | 0.31% | +820+10.9% | Added |
| Hendershot Investments Inc. | 8,363 | $1.21M | 0.20% | 00.0% | Unchanged |
| W Advisors, LLC | 8,371 | $1.21M | 1.00% | +109+1.3% | Added |
| Seven Mile Advisory | 8,380 | $1.22M | 1.28% | +1,884+29.0% | Added |
| Benedetti & Gucer, Inc. | 8,414 | $1.22M | 0.67% | −553−6.2% | Reduced |
| Raleigh Capital Management Inc. | 8,426 | $1.22M | 0.62% | +339+4.2% | Added |
| Proffitt & Goodson Inc | 8,456 | $1.23M | 0.25% | −324−3.7% | Reduced |
| American State Bank (Iowa) | 8,474 | $1.23M | 0.88% | +33+0.4% | Added |
| Tilia Fiduciary Partners, Inc. | 8,476 | $1.23M | 1.28% | +16+0.2% | Added |
| Herbst Group, LLC | 8,485 | $1.23M | 0.88% | +700+9.0% | Added |
| Waterfront Wealth Inc. | 8,734 | $1.23M | 0.40% | +189+2.2% | Added |
| KRS Capital Management, LLC | 8,523 | $1.24M | 1.32% | −181−2.1% | Reduced |
| Triad Financial Advisors, Inc. | 8,526 | $1.24M | 0.44% | +152+1.8% | Added |
| Prossimo Advisors, LLC | 8,537 | $1.24M | 2.92% | −55−0.6% | Reduced |
| STAR Financial Bank | 8,546 | $1.24M | 1.27% | −752−8.1% | Reduced |
| Stephenson National Bank & Trust | 8,548 | $1.24M | 0.69% | −33−0.4% | Reduced |
| Legacy Bridge, LLC | 8,549 | $1.24M | 0.88% | −50−0.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,595 | $1.25M | 0.57% | −183−2.1% | Reduced |
| First National Bank Sioux Falls | 8,609 | $1.25M | 0.75% | +154+1.8% | Added |
| MEMBERS Trust Co | 8,472 | $1.25M | 0.04% | −441−4.9% | Reduced |
| Rogco, LP | 8,625 | $1.25M | 0.62% | +8,625 | New |
| Asio Capital, LLC | 8,673 | $1.26M | 0.33% | +573+7.1% | Added |
| Key Client Fiduciary Advisors, LLC | 8,674 | $1.26M | 0.77% | +73+0.8% | Added |
| WR Wealth Planners, LLC | 8,691 | $1.26M | 0.48% | +2,217+34.2% | Added |
| Childress Capital Advisors, LLC | 8,702 | $1.26M | 0.41% | +6,523+299.4% | Added |
| Defined Wealth Management, LLC | 8,706 | $1.26M | 1.08% | −27−0.3% | Reduced |
| West Paces Advisors Inc. | 8,720 | $1.26M | 0.40% | −821−8.6% | Reduced |
| Callan Capital, LLC | 8,729 | $1.27M | 0.14% | −1,093−11.1% | Reduced |
| Delphi Management Inc | 8,731 | $1.27M | 1.30% | −435−4.7% | Reduced |
| Bouchey Financial Group Ltd | 8,735 | $1.27M | 0.16% | +905+11.6% | Added |
| First National Bank & Trust Co of Newtown | 8,746 | $1.27M | 0.29% | −135−1.5% | Reduced |
| Navellier & Associates Inc | 8,760 | $1.27M | 0.22% | +7,060+415.3% | Added |
| Ti-Trust, Inc | 8,788 | $1.27M | 1.22% | +118+1.4% | Added |
| Bulltick Wealth Management, LLC | 8,797 | $1.28M | 0.32% | +2,407+37.7% | Added |
| Castle Wealth Management LLC | 8,799 | $1.28M | 0.91% | +860+10.8% | Added |
| Eagle Capital Management LLC | 8,808 | $1.28M | 0.01% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 8,814 | $1.28M | 0.70% | −25−0.3% | Reduced |
| Johnson & White Wealth Management, LLC | 8,818 | $1.28M | 1.16% | −38−0.4% | Reduced |
| Berkeley Capital Partners, LLC | 8,827 | $1.28M | 0.46% | +256+3.0% | Added |
| Innovis Asset Management LLC | 8,837 | $1.28M | 0.49% | −48−0.5% | Reduced |
| Hummer Financial Advisory Services Inc | 8,840 | $1.28M | 1.31% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 8,852 | $1.28M | 0.17% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 8,874 | $1.29M | 0.06% | −1,165−11.6% | Reduced |
| Private Portfolio Partners LLC | 8,884 | $1.29M | 0.33% | +107+1.2% | Added |