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 |
|---|---|---|---|---|---|
| Round Rock Advisors, LLC | 8,925 | $1.29M | 0.49% | 00.0% | Unchanged |
| Hardy Reed LLC | 8,935 | $1.30M | 0.23% | +328+3.8% | Added |
| Citadel Investment Advisory, Inc. | 8,936 | $1.30M | 0.85% | −25−0.3% | Reduced |
| Members Capital Advisors Inc | 8,940 | $1.30M | 1.61% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 8,948 | $1.30M | 0.23% | +532+6.3% | Added |
| Atlas Private Wealth Advisors | 8,981 | $1.30M | 0.25% | +5,279+142.6% | Added |
| West Family Investments, Inc. | 8,995 | $1.30M | 0.45% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 8,999 | $1.31M | 0.13% | −149−1.6% | Reduced |
| Tortoise Investment Management, LLC | 9,020 | $1.31M | 0.19% | +2,299+34.2% | Added |
| Kowal Investment Group, LLC | 9,030 | $1.31M | 0.35% | +267+3.0% | Added |
| Round Hill Asset Management | 9,041 | $1.31M | 0.86% | −488−5.1% | Reduced |
| Cheviot Value Management, LLC | 9,041 | $1.31M | 0.29% | −300−3.2% | Reduced |
| Masso Torrence Wealth Management Inc. | 9,041 | $1.31M | 1.01% | +263+3.0% | Added |
| Tempus Wealth Planning, LLC | 9,060 | $1.31M | 0.66% | −3,432−27.5% | Reduced |
| Windsor Group LTD | 9,060 | $1.31M | 0.24% | −536−5.6% | Reduced |
| CFO4Life Group, LLC | 9,078 | $1.32M | 0.30% | −237−2.5% | Reduced |
| Savoie Capital LLC | 9,084 | $1.32M | 0.35% | +9,084 | New |
| Bennett Selby Investments LP | 9,101 | $1.32M | 0.77% | −171−1.8% | Reduced |
| Keel Point, LLC | 9,104 | $1.32M | 0.18% | −571−5.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 9,179 | $1.32M | 0.32% | +729+8.6% | Added |
| Renasant Bank | 9,122 | $1.32M | 1.11% | −104−1.1% | Reduced |
| City State Bank | 9,150 | $1.33M | 0.73% | −10−0.1% | Reduced |
| Financial Perspectives, Inc | 9,158 | $1.33M | 0.61% | −17−0.2% | Reduced |
| Access Financial Services, Inc. | 9,201 | $1.33M | 0.80% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 9,215 | $1.34M | 0.67% | −479−4.9% | Reduced |
| MJP Associates Inc | 9,216 | $1.34M | 0.39% | −2,922−24.1% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 9,220 | $1.34M | 0.54% | −467−4.8% | Reduced |
| Hemington Wealth Management | 9,233 | $1.34M | 0.64% | −448−4.6% | Reduced |
| Wealthquest Corp | 9,232 | $1.34M | 0.16% | +10+0.1% | Added |
| Kozak & Associates, Inc. | 9,236 | $1.34M | 0.49% | −383−4.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,243 | $1.34M | 0.74% | −351−3.7% | Reduced |
| Meridian Financial Partners LLC | 9,239 | $1.34M | 1.37% | −213−2.3% | Reduced |
| Fortress Wealth Group, LLC | 9,420 | $1.34M | 0.90% | +182+2.0% | Added |
| Total Clarity Wealth Management, Inc. | 9,279 | $1.35M | 0.65% | −194−2.0% | Reduced |
| Greenup Street Wealth Management LLC | 9,310 | $1.35M | 0.44% | +2,008+27.5% | Added |
| Wealth Management Associates, Inc. | 9,319 | $1.35M | 0.79% | +498+5.6% | Added |
| Iron Financial, LLC | 9,328 | $1.35M | 0.79% | −74−0.8% | Reduced |
| Community Financial Services Group, LLC | 9,334 | $1.35M | 0.34% | +9,334 | New |
| Ridgecrest Wealth Partners, LLC | 9,367 | $1.36M | 0.95% | −15−0.2% | Reduced |
| Prosperitas Financial LLC | 9,376 | $1.36M | 1.06% | +9,376 | New |
| Fiduciary Planning LLC | 9,397 | $1.36M | 0.64% | −3,233−25.6% | Reduced |
| LVM Capital Management Ltd | 9,396 | $1.36M | 0.19% | +70+0.8% | Added |
| Ami Asset Management Corp | 9,406 | $1.36M | 0.08% | +1,022+12.2% | Added |
| Newbridge Financial Services Group, Inc. | 9,417 | $1.37M | 0.69% | −469−4.7% | Reduced |
| Zhang Financial LLC | 9,434 | $1.37M | 0.14% | +70+0.7% | Added |
| Morton Capital Management LLC | 9,473 | $1.37M | 0.49% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 9,323 | $1.38M | 2.44% | −1,000−9.7% | Reduced |
| Coastal Bridge Advisors, LLC | 9,495 | $1.38M | 0.37% | +344+3.8% | Added |
| MWA Asset Management | 9,500 | $1.38M | 1.33% | +9,500 | New |
| Mendel Capital Management LLC | 9,522 | $1.38M | 1.13% | +16+0.2% | Added |
| Edgestream Partners, L.P. | 9,524 | $1.38M | 0.11% | +6,778+246.8% | Added |
| BlackDiamond Wealth Management Inc. | 10,060 | $1.38M | 1.25% | −582−5.5% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 9,539 | $1.38M | 2.32% | +45+0.5% | Added |
| Philo Smith Capital Corp | 9,550 | $1.38M | 0.48% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 9,553 | $1.39M | 1.27% | +377+4.1% | Added |
| Lavaca Capital LLC | 9,572 | $1.39M | 0.50% | +88+0.9% | Added |
| Ausdal Financial Partners, Inc. | 9,602 | $1.39M | 0.19% | +108+1.1% | Added |
| Hemenway Trust Co LLC | 9,614 | $1.39M | 0.15% | 00.0% | Unchanged |
| Inscription Capital, LLC | 9,638 | $1.40M | 0.46% | −1,337−12.2% | Reduced |
| Sage Rhino Capital LLC | 9,658 | $1.40M | 0.39% | +19+0.2% | Added |
| Samalin Investment Counsel, LLC | 9,663 | $1.40M | 0.81% | −542−5.3% | Reduced |
| Atom Investors LP | 9,666 | $1.40M | 0.32% | −9,524−49.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 9,643 | $1.40M | 0.03% | +1,485+18.2% | Added |
| Equitec Proprietary Markets, LLC | 9,700 | $1.41M | 1.41% | +9,700 | New |
| Hunter Associates Investment Management LLC | 9,696 | $1.41M | 0.29% | +171+1.8% | Added |
| Orion Capital Management LLC | 9,714 | $1.41M | 0.92% | −1,330−12.0% | Reduced |
| Signet Financial Management, LLC | 9,722 | $1.41M | 0.23% | −679−6.5% | Reduced |
| Canvas Wealth Advisors, LLC | 9,871 | $1.41M | 0.58% | −427−4.1% | Reduced |
| Dohj, LLC | 9,819 | $1.41M | 0.63% | +382+4.0% | Added |
| Eley Financial Management, Inc | 9,566 | $1.41M | 0.72% | −180−1.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $1.41M | 0.31% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 9,741 | $1.41M | 2.24% | +142+1.5% | Added |
| Eudaimonia Advisors LLC | 9,822 | $1.42M | 1.00% | −45−0.5% | Reduced |
| Aspen Wealth Strategies, LLC | 9,822 | $1.42M | 1.11% | +172+1.8% | Added |
| Lincluden Management Ltd | 9,858 | $1.43M | 0.17% | −229−2.3% | Reduced |
| Apexium Financial, LP | 9,887 | $1.43M | 0.14% | −79−0.8% | Reduced |
| Cypress Wealth Services, LLC | 9,893 | $1.43M | 0.40% | +29+0.3% | Added |
| Prentice Wealth Management LLC | 9,895 | $1.43M | 0.65% | −311−3.0% | Reduced |
| Heartwood Wealth Advisors LLC | 9,907 | $1.44M | 0.21% | −1,394−12.3% | Reduced |
| N.E.W. Advisory Services LLC | 9,912 | $1.44M | 0.20% | +12+0.1% | Added |
| Traverso Chambers Private Wealth Management, LLC | 9,948 | $1.44M | 0.39% | +250+2.6% | Added |
| HF Advisory Group, LLC | 9,920 | $1.45M | 1.07% | +367+3.8% | Added |
| Aire Advisors, LLC | 9,994 | $1.45M | 0.39% | −1,333−11.8% | Reduced |
| United Fire Group Inc | 10,000 | $1.45M | 2.83% | −13,000−56.5% | Reduced |
| Maltese Capital Management LLC | 10,000 | $1.45M | 0.55% | −10,000−50.0% | Reduced |
| CRA Financial Services, LLC | 10,001 | $1.45M | 0.40% | −135−1.3% | Reduced |
| Navalign, LLC | 10,042 | $1.46M | 0.55% | +1,273+14.5% | Added |
| RW Investment Management LLC | 10,047 | $1.46M | 0.26% | −585−5.5% | Reduced |
| Matrix Trust Co | 10,046 | $1.46M | 0.38% | −3,226−24.3% | Reduced |
| South Street Advisors LLC | 10,047 | $1.46M | 0.29% | +623+6.6% | Added |
| Relative Value Partners Group, LLC | 10,061 | $1.46M | 0.10% | +2,671+36.1% | Added |
| Bigelow Investment Advisors, LLC | 10,081 | $1.46M | 0.84% | +51+0.5% | Added |
| Strait & Sound Wealth Management LLC | 10,114 | $1.47M | 1.26% | +2,912+40.4% | Added |
| Morris Financial Concepts, Inc. | 10,115 | $1.47M | 0.97% | −145−1.4% | Reduced |
| Cynosure Management, LLC | 10,117 | $1.47M | 0.45% | +632+6.7% | Added |
| Crescent Grove Advisors, LLC | 10,127 | $1.47M | 0.18% | +263+2.7% | Added |
| First National Bank of Hutchinson | 10,128 | $1.47M | 1.11% | +227+2.3% | Added |
| Perennial Investment Advisors, LLC | 10,127 | $1.47M | 0.27% | −51−0.5% | Reduced |
| London & Capital Asset Management Ltd | 10,133 | $1.47M | 0.13% | −14−0.1% | Reduced |
| Prelude Capital Management, LLC | 10,141 | $1.47M | 0.13% | +94+0.9% | Added |