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 |
|---|---|---|---|---|---|
| LifeSteps Financial, Inc. | 10,156 | $1.47M | 1.50% | +11+0.1% | Added |
| Focused Wealth Management, Inc | 10,170 | $1.47M | 0.26% | +72+0.7% | Added |
| Armstrong, Fleming & Moore, Inc | 10,195 | $1.48M | 1.43% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 10,198 | $1.48M | 0.81% | −2,927−22.3% | Reduced |
| Allstate Corp | 10,238 | $1.48M | 0.09% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 10,262 | $1.49M | 0.21% | +1,855+22.1% | Added |
| Towercrest Capital Management | 10,277 | $1.49M | 0.29% | +20.0% | Added |
| BHK Investment Advisors, LLC | 10,299 | $1.49M | 0.69% | −1,205−10.5% | Reduced |
| Credit Capital Investments LLC | 10,300 | $1.49M | 1.98% | −6,200−37.6% | Reduced |
| Taika Capital, LP | 10,320 | $1.50M | 0.74% | −80−0.8% | Reduced |
| Old Mission Investment Co LLC | 10,343 | $1.50M | 0.58% | +81+0.8% | Added |
| Sterling Investment Counsel, LLC | 10,366 | $1.50M | 0.86% | −97−0.9% | Reduced |
| Financial Management Professionals, Inc. | 10,380 | $1.50M | 0.26% | −1,136−9.9% | Reduced |
| Sky Investment Group LLC | 10,387 | $1.51M | 0.34% | −19−0.2% | Reduced |
| JSF Financial, LLC | 10,395 | $1.51M | 0.58% | −285−2.7% | Reduced |
| Gilman Hill Asset Management, LLC | 10,397 | $1.51M | 0.30% | −126−1.2% | Reduced |
| Capital Advisors, Ltd. LLC | 10,397 | $1.51M | 0.23% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 10,400 | $1.51M | 1.25% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 10,412 | $1.51M | 0.16% | +819+8.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,425 | $1.51M | 1.14% | −900−7.9% | Reduced |
| Hollow Brook Wealth Management LLC | 10,433 | $1.51M | 0.63% | −375−3.5% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 10,460 | $1.52M | 0.93% | +340+3.4% | Added |
| CVA Family Office, LLC | 10,486 | $1.52M | 0.35% | +501+5.0% | Added |
| Select Asset Management & Trust | 10,490 | $1.52M | 0.88% | 00.0% | Unchanged |
| Accuvest Global Advisors | 10,505 | $1.52M | 0.83% | +855+8.9% | Added |
| Aldebaran Financial Inc. | 10,521 | $1.53M | 2.49% | −396−3.6% | Reduced |
| Cape Ann Savings Bank | 10,523 | $1.53M | 1.07% | −203−1.9% | Reduced |
| Global Trust Asset Management, LLC | 10,552 | $1.53M | 0.73% | +236+2.3% | Added |
| Matrix Private Capital Group LLC | 10,567 | $1.53M | 1.14% | +30.0% | Added |
| Costello Asset Management, INC | 10,568 | $1.53M | 1.41% | −494−4.5% | Reduced |
| Richard P Slaughter Associates Inc | 10,586 | $1.54M | 0.41% | +467+4.6% | Added |
| Trust Investment Advisors | 10,596 | $1.54M | 1.32% | −413−3.8% | Reduced |
| Wolverine Asset Management LLC | 10,614 | $1.54M | 0.03% | +10,614 | New |
| My Legacy Advisors, LLC | 10,596 | $1.54M | 0.63% | −686−6.1% | Reduced |
| Consilium Wealth Advisory, LLC | 10,629 | $1.54M | 1.08% | +1,272+13.6% | Added |
| Norris Perne & French LLP | 10,633 | $1.54M | 0.13% | −663−5.9% | Reduced |
| Financial Insights, Inc. | 11,101 | $1.54M | 0.55% | +994+9.8% | Added |
| Applied Capital LLC | 10,660 | $1.55M | 1.54% | −90−0.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,662 | $1.55M | 0.43% | +2,832+36.2% | Added |
| IMS Capital Management | 10,679 | $1.55M | 0.92% | −2,997−21.9% | Reduced |
| Corundum Group, Inc. | 10,708 | $1.55M | 0.88% | −985−8.4% | Reduced |
| Foresight Global Investors, Inc. | 10,712 | $1.55M | 0.86% | −3,420−24.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 10,733 | $1.56M | 1.57% | −864−7.5% | Reduced |
| First Citizens Financial Corp | 10,756 | $1.56M | 1.10% | +609+6.0% | Added |
| Gateway Advisory, LLC | 10,759 | $1.56M | 0.32% | −1,195−10.0% | Reduced |
| De Burlo Group Inc | 10,773 | $1.56M | 0.27% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 10,774 | $1.56M | 0.90% | −300−2.7% | Reduced |
| NWK Group, Inc. | 10,791 | $1.56M | 0.96% | +738+7.3% | Added |
| Quent Capital, LLC | 10,792 | $1.57M | 0.24% | +823+8.3% | Added |
| LGT Fund Management Co Ltd. | 10,900 | $1.57M | 0.76% | +650+6.3% | Added |
| CoreFirst Bank & Trust | 10,814 | $1.57M | 1.11% | −33−0.3% | Reduced |
| PYA Waltman Capital, LLC | 10,844 | $1.57M | 0.67% | +1,194+12.4% | Added |
| Lakeshore Financial Planning, Inc. | 10,854 | $1.57M | 0.90% | +10,854 | New |
| Woodward Diversified Capital, LLC | 10,868 | $1.58M | 1.14% | +729+7.2% | Added |
| Onyx Bridge Wealth Group LLC | 10,938 | $1.59M | 0.37% | +728+7.1% | Added |
| Westmount Partners, LLC | 10,939 | $1.59M | 0.70% | +124+1.1% | Added |
| Park Edge Advisors, LLC | 10,944 | $1.59M | 0.57% | +1,332+13.9% | Added |
| Oarsman Capital, Inc. | 10,949 | $1.59M | 0.66% | +165+1.5% | Added |
| CIC Wealth, LLC | 10,952 | $1.59M | 0.57% | +107+1.0% | Added |
| MBL Wealth, LLC | 10,960 | $1.59M | 0.22% | −168−1.5% | Reduced |
| American Investment Services, Inc. | 10,978 | $1.59M | 0.34% | −738−6.3% | Reduced |
| Waterloo Capital, L.P. | 10,985 | $1.59M | 0.47% | +1,068+10.8% | Added |
| Formidable Asset Management, LLC | 10,994 | $1.59M | 0.35% | −136−1.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,013 | $1.60M | 0.47% | +185+1.7% | Added |
| Redhawk Wealth Advisors, Inc. | 11,023 | $1.60M | 0.53% | −391−3.4% | Reduced |
| Strategic Investment Advisors | 11,025 | $1.60M | 0.26% | +11,025 | New |
| Tradition Wealth Management, LLC | 11,030 | $1.60M | 0.19% | +353+3.3% | Added |
| Biltmore Family Office, LLC | 11,050 | $1.60M | 0.36% | +10.0% | Added |
| Revolve Wealth Partners, LLC | 11,051 | $1.60M | 0.37% | +1,707+18.3% | Added |
| Baystate Wealth Management LLC | 11,057 | $1.60M | 0.13% | +1,258+12.8% | Added |
| Hazlett, Burt & Watson, Inc. | 11,071 | $1.61M | 1.20% | −213−1.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 11,102 | $1.61M | 0.70% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 11,103 | $1.61M | 0.74% | +331+3.1% | Added |
| Diligent Investors, LLC | 11,120 | $1.61M | 0.49% | +5,882+112.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,126 | $1.61M | 0.00% | +26+0.2% | Added |
| Wealth Architects, LLC | 11,128 | $1.61M | 0.27% | +175+1.6% | Added |
| Cacti Asset Management LLC | 11,110 | $1.62M | 0.15% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 11,147 | $1.62M | 0.13% | −3,221−22.4% | Reduced |
| WealthBridge Capital Management, LLC | 11,166 | $1.62M | 0.67% | +315+2.9% | Added |
| Bessemer Securities LLC | 11,170 | $1.62M | 2.24% | −9,659−46.4% | Reduced |
| Summit Financial Strategies, Inc. | 11,171 | $1.62M | 0.31% | +479+4.5% | Added |
| LexAurum Advisors, LLC | 11,181 | $1.62M | 0.47% | +801+7.7% | Added |
| Executive Wealth Management, LLC | 11,187 | $1.62M | 0.17% | +865+8.4% | Added |
| Well Done, LLC | 11,194 | $1.62M | 0.36% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 11,196 | $1.62M | 0.26% | +1,343+13.6% | Added |
| Winthrop Advisory Group LLC | 11,209 | $1.63M | 0.27% | +50+0.4% | Added |
| Evergreen Wealth Management, LLC | 11,213 | $1.63M | 1.29% | +157+1.4% | Added |
| Texas Capital Bancshares Inc | 11,218 | $1.63M | 0.90% | −69−0.6% | Reduced |
| CKW Financial Group | 11,226 | $1.63M | 0.25% | −69−0.6% | Reduced |
| Mainstay Capital Management LLC | 11,250 | $1.63M | 0.34% | +17+0.2% | Added |
| Birinyi Associates Inc | 11,253 | $1.63M | 0.65% | +10.0% | Added |
| Clarus Group, Inc. | 11,264 | $1.63M | 1.19% | −578−4.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 11,271 | $1.63M | 0.26% | −2,000−15.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 11,276 | $1.64M | 1.49% | +20+0.2% | Added |
| Colonial River Wealth Management, LLC | 11,277 | $1.64M | 1.07% | +8,626+325.4% | Added |
| St. Johns Investment Management Company, LLC | 11,285 | $1.64M | 0.93% | −89−0.8% | Reduced |
| Castle Rock Wealth Management, LLC | 11,259 | $1.64M | 0.55% | +84+0.8% | Added |
| Highview Capital Management LLC | 11,291 | $1.64M | 0.94% | −40−0.4% | Reduced |
| JNBA Financial Advisors | 11,303 | $1.64M | 0.20% | +246+2.2% | Added |
| Optas, LLC | 11,313 | $1.64M | 0.55% | −221−1.9% | Reduced |