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
- 3,710
- +81 vs. Q2 2023
- Shares held
- 2.05B
- +3.21M (+0.2%) vs. Q2 2023
- Total value
- $297.0B
- +$1.76M (0.0%) vs. Q2 2023
- New holders
- 161
- 1,579 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 |
|---|---|---|---|---|---|
| Patriot Investment Management Inc. | 11,316 | $1.64M | 0.15% | −17−0.2% | Reduced |
| Carson Advisory Inc. | 11,371 | $1.65M | 1.45% | +1,290+12.8% | Added |
| Game Creek Capital, LP | 11,375 | $1.65M | 1.10% | −875−7.1% | Reduced |
| Caldwell Investment Management Ltd. | 11,460 | $1.65M | 1.61% | 00.0% | Unchanged |
| Axq Capital, LP | 11,400 | $1.65M | 0.58% | +6,900+153.3% | Added |
| Camarda Financial Advisors, LLC | 11,414 | $1.66M | 1.07% | +11,414 | New |
| Schrum Private Wealth Management LLC | 11,449 | $1.66M | 1.89% | +6+0.1% | Added |
| One Charles Private Wealth Services, LLC | 11,450 | $1.66M | 0.97% | +241+2.2% | Added |
| Consolidated Portfolio Review Corp | 11,456 | $1.66M | 0.40% | +180+1.6% | Added |
| Elmwood Wealth Management, Inc. | 11,465 | $1.66M | 0.80% | −383−3.2% | Reduced |
| Kidder Stephen W | 11,467 | $1.66M | 0.58% | −100−0.9% | Reduced |
| HMS Capital Management, LLC | 11,473 | $1.66M | 1.10% | −463−3.9% | Reduced |
| Odey Asset Management LLP | 11,475 | $1.66M | 2.08% | −3,092−21.2% | Reduced |
| Personal Cfo Solutions, LLC | 11,481 | $1.66M | 0.33% | +551+5.0% | Added |
| Essex Investment Management Co LLC | 11,555 | $1.68M | 0.27% | −1,250−9.8% | Reduced |
| Roman Butler Fullerton & Co | 11,354 | $1.68M | 0.79% | +139+1.2% | Added |
| Audent Global Asset Management, LLC | 11,592 | $1.68M | 1.93% | −2,301−16.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,617 | $1.68M | 0.94% | +6,687+135.6% | Added |
| Fortitude Advisory Group L.L.C. | 11,621 | $1.69M | 1.14% | +4,526+63.8% | Added |
| Oak Hill Wealth Advisors, LLC | 11,625 | $1.69M | 0.65% | +64+0.6% | Added |
| Aaron Wealth Advisors | 11,628 | $1.69M | 0.22% | +215+1.9% | Added |
| Central Bank & Trust Co | 11,649 | $1.69M | 0.29% | +1,298+12.5% | Added |
| Peoples Bank | 11,656 | $1.69M | 1.10% | +13+0.1% | Added |
| TBH Global Asset Management, LLC | 11,677 | $1.69M | 0.33% | +441+3.9% | Added |
| Sciencast Management LP | 11,679 | $1.69M | 0.77% | +11,679 | New |
| Trillium Asset Management, LLC | 11,691 | $1.70M | 0.05% | −198−1.7% | Reduced |
| Money Concepts Capital Corp | 11,701 | $1.70M | 0.18% | −1,140−8.9% | Reduced |
| ORG Partners LLC | 11,707 | $1.70M | 0.50% | −274−2.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 11,724 | $1.70M | 1.35% | +38+0.3% | Added |
| Aft, Forsyth & Company, Inc. | 11,744 | $1.70M | 1.25% | +205+1.8% | Added |
| New Republic Capital, LLC | 11,744 | $1.70M | 1.39% | −72,040−86.0% | Reduced |
| Blue Square Asset Management, LLC | 11,745 | $1.70M | 1.25% | +655+5.9% | Added |
| MBA Advisors LLC | 11,787 | $1.71M | 1.05% | +40.0% | Added |
| Drive Wealth Management, LLC | 11,797 | $1.71M | 0.62% | −1,015−7.9% | Reduced |
| BSW Wealth Partners | 11,801 | $1.71M | 0.38% | −134−1.1% | Reduced |
| Wealth Management Partners, LLC | 11,801 | $1.71M | 1.07% | +992+9.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 11,824 | $1.71M | 1.79% | −600−4.8% | Reduced |
| Marietta Investment Partners LLC | 11,834 | $1.72M | 0.48% | −6−0.1% | Reduced |
| Allred Capital Management, LLC | 11,849 | $1.72M | 0.86% | +245+2.1% | Added |
| Chesapeake Wealth Management | 11,871 | $1.72M | 0.72% | −499−4.0% | Reduced |
| Vicus Capital | 11,906 | $1.73M | 0.18% | +2,150+22.0% | Added |
| Aldebaran Capital, LLC | 11,907 | $1.73M | 1.76% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 11,925 | $1.73M | 0.53% | +89+0.8% | Added |
| Kelly Lawrence W & Associates Inc | 11,926 | $1.73M | 0.46% | +160+1.4% | Added |
| Headlands Technologies LLC | 11,934 | $1.73M | 0.85% | +11,934 | New |
| Fort Point Capital Partners LLC | 11,939 | $1.73M | 0.28% | −22−0.2% | Reduced |
| Windsor Capital Management, LLC | 11,940 | $1.73M | 0.60% | +189+1.6% | Added |
| Acorn Wealth Advisors, LLC | 11,955 | $1.73M | 1.15% | +34+0.3% | Added |
| Aigen Investment Management, LP | 11,987 | $1.74M | 0.33% | +11,987 | New |
| V Wealth Advisors LLC | 11,987 | $1.74M | 1.41% | −22,722−65.5% | Reduced |
| Sonata Capital Group Inc | 11,996 | $1.74M | 0.93% | +513+4.5% | Added |
| U S Global Investors Inc | 12,000 | $1.74M | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 12,000 | $1.74M | 0.00% | 00.0% | Unchanged |
| Ulysses Management LLC | 12,000 | $1.74M | 0.49% | 00.0% | Unchanged |
| 626 Financial, LLC | 12,045 | $1.75M | 1.18% | −244−2.0% | Reduced |
| Lion Street Advisors, LLC | 12,058 | $1.75M | 0.57% | +305+2.6% | Added |
| Longfellow Investment Management Co LLC | 12,060 | $1.75M | 0.46% | −1,343−10.0% | Reduced |
| Mendel Money Management | 12,070 | $1.75M | 0.94% | −144−1.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 12,079 | $1.75M | 0.23% | +880+7.9% | Added |
| Front Row Advisors LLC | 12,105 | $1.76M | 0.81% | +488+4.2% | Added |
| Auxano Advisors, LLC | 12,144 | $1.76M | 0.72% | +2,057+20.4% | Added |
| Oder Investment Management, LLC | 12,149 | $1.76M | 1.91% | −103−0.8% | Reduced |
| Dover Advisors, LLC | 12,152 | $1.76M | 1.78% | +30+0.2% | Added |
| Peachtree Investment Partners, LLC | 12,157 | $1.76M | 0.90% | +378+3.2% | Added |
| KPP Advisory Services LLC | 12,157 | $1.76M | 0.58% | +12,157 | New |
| Lighthouse Investment Partners, LLC | 12,162 | $1.76M | 0.10% | +12,162 | New |
| Falcon Wealth Planning | 12,173 | $1.77M | 0.38% | −373−3.0% | Reduced |
| Bath Savings Trust Co | 12,174 | $1.77M | 0.22% | −57−0.5% | Reduced |
| Vista Investment Management | 12,199 | $1.77M | 0.93% | −101−0.8% | Reduced |
| Paulson Wealth Management Inc. | 12,208 | $1.77M | 0.62% | +1,604+15.1% | Added |
| Autumn Glory Partners, LLC | 12,254 | $1.78M | 1.09% | +196+1.6% | Added |
| Weatherly Asset Management L. P. | 12,296 | $1.78M | 0.21% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 12,379 | $1.80M | 0.23% | +150+1.2% | Added |
| Trail Ridge Investment Advisors, LLC | 12,381 | $1.80M | 1.22% | −207−1.6% | Reduced |
| Lindenwold Advisors | 12,407 | $1.80M | 1.12% | −90−0.7% | Reduced |
| Eqis Capital Management, Inc. | 12,427 | $1.80M | 0.22% | −2,680−17.7% | Reduced |
| Invesco, LLC | 12,428 | $1.80M | 0.91% | +266+2.2% | Added |
| Readystate Asset Management LP | 12,430 | $1.80M | 0.15% | +12,430 | New |
| Cornerstone Advisory, LLC | 12,471 | $1.81M | 0.32% | −595−4.6% | Reduced |
| WT Wealth Management | 12,471 | $1.81M | 0.78% | +854+7.4% | Added |
| Iams Wealth Management, LLC | 12,494 | $1.81M | 1.25% | +12,494 | New |
| Wrapmanager Inc | 12,518 | $1.82M | 0.58% | −132−1.0% | Reduced |
| Avidian Wealth Solutions, LLC | 12,521 | $1.82M | 0.13% | −15−0.1% | Reduced |
| Waddell & Associates, LLC | 12,524 | $1.82M | 0.27% | −33−0.3% | Reduced |
| Ballast, Inc. | 12,539 | $1.82M | 0.72% | +331+2.7% | Added |
| First Financial Corp | 12,577 | $1.82M | 1.07% | +2,779+28.4% | Added |
| Maven Securities LTD | 12,585 | $1.83M | 0.20% | −8,284−39.7% | Reduced |
| Stableford Capital II LLC | 13,019 | $1.83M | 0.84% | −239−1.8% | Reduced |
| Greenwich Wealth Management LLC | 12,647 | $1.83M | 0.19% | +143+1.1% | Added |
| Legacy Wealth Management, LLC | 12,668 | $1.84M | 0.95% | −146−1.1% | Reduced |
| 1620 Investment Advisors, Inc. | 12,673 | $1.84M | 2.13% | +12,673 | New |
| Blodgett Wealth Advisors, LLC | 12,680 | $1.84M | 2.02% | −999−7.3% | Reduced |
| IPG Investment Advisors LLC | 12,691 | $1.84M | 0.41% | −30−0.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,169 | $1.85M | 0.86% | +71+0.5% | Added |
| Pointe Capital Management LLC | 12,768 | $1.85M | 1.45% | −850−6.2% | Reduced |
| Invst, LLC | 12,785 | $1.85M | 0.27% | +965+8.2% | Added |
| Nicholas Hoffman & Company, LLC. | 12,806 | $1.86M | 0.14% | +110+0.9% | Added |
| Pacitti Group Inc. | 12,809 | $1.86M | 1.30% | −97−0.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 12,811 | $1.86M | 1.43% | −3,791−22.8% | Reduced |
| Violich Capital Management, Inc. | 12,835 | $1.86M | 0.32% | −300−2.3% | Reduced |