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 |
|---|---|---|---|---|---|
| Centennial Bank | 12,853 | $1.86M | 1.29% | +151+1.2% | Added |
| FinTrust Capital Advisors, LLC | 12,891 | $1.87M | 0.42% | +579+4.7% | Added |
| Neumann Capital Management, LLC | 12,895 | $1.87M | 0.82% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 12,917 | $1.87M | 0.25% | +259+2.0% | Added |
| Fortem Financial Group, LLC | 12,920 | $1.87M | 1.10% | −2,723−17.4% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12,723 | $1.87M | 0.95% | +33+0.3% | Added |
| Beck Capital Management, LLC | 12,965 | $1.88M | 0.72% | −6,815−34.5% | Reduced |
| Donald L. Hagan, LLC | 12,986 | $1.88M | 1.13% | −82−0.6% | Reduced |
| Yarger Wealth Strategies, LLC | 13,005 | $1.89M | 1.60% | +9,356+256.4% | Added |
| Cutler Group LP | 13,016 | $1.89M | 0.30% | −33,052−71.7% | Reduced |
| Warther Private Wealth, LLC | 13,081 | $1.90M | 1.26% | −3,465−20.9% | Reduced |
| Orleans Capital Management Corp | 13,102 | $1.90M | 1.41% | +2,375+22.1% | Added |
| Aristotle Capital Management, LLC | 13,136 | $1.90M | 0.00% | −23−0.2% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12,849 | $1.91M | 0.41% | 00.0% | Unchanged |
| Peoples Bank | 13,190 | $1.91M | 1.64% | +13,190 | New |
| Accredited Investors Inc. | 13,198 | $1.91M | 0.14% | −483−3.5% | Reduced |
| TKG Advisors, LLC | 13,205 | $1.91M | 1.28% | +6,521+97.6% | Added |
| Pinnacle Holdings, LLC | 13,205 | $1.91M | 0.90% | −872−6.2% | Reduced |
| Joseph Group Capital Management | 13,293 | $1.93M | 1.39% | +335+2.6% | Added |
| Avestar Capital, LLC | 13,322 | $1.93M | 0.29% | +1,291+10.7% | Added |
| Kiley Juergens Wealth Management, LLC | 13,350 | $1.94M | 0.70% | −293−2.1% | Reduced |
| LCNB Corp | 13,360 | $1.94M | 0.86% | −900−6.3% | Reduced |
| Ellerson Group Inc | 13,413 | $1.95M | 1.81% | +480+3.7% | Added |
| Connolly Sarah T. | 13,415 | $1.95M | 1.28% | −10,665−44.3% | Reduced |
| WBH Advisory Inc | 13,416 | $1.95M | 0.24% | +71+0.5% | Added |
| Mastrapasqua Asset Management Inc | 13,432 | $1.95M | 0.23% | +1,054+8.5% | Added |
| Verus Capital Partners, LLC | 13,436 | $1.95M | 0.27% | −417−3.0% | Reduced |
| Byrne Asset Management LLC | 13,447 | $1.95M | 1.62% | +45+0.3% | Added |
| Aft, Forsyth & Sober, LLC | 13,450 | $1.95M | 0.82% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 13,465 | $1.95M | 2.90% | −138−1.0% | Reduced |
| United Community Bank | 13,498 | $1.96M | 0.96% | +10,165+305.0% | Added |
| Summit Financial Group Inc | 13,502 | $1.96M | 0.82% | −670−4.7% | Reduced |
| Segment Wealth Management, LLC | 13,536 | $1.96M | 0.20% | +252+1.9% | Added |
| Cim Investment Mangement Inc | 13,553 | $1.97M | 0.72% | −318−2.3% | Reduced |
| LMG Wealth Partners, LLC | 13,575 | $1.97M | 0.60% | −14−0.1% | Reduced |
| Union Savings Bank | 13,578 | $1.97M | 1.23% | +627+4.8% | Added |
| MRP Capital Investments, LLC | 28,333 | $1.97M | 2.19% | −27,567−49.3% | Reduced |
| True North Advisors, LLC | 13,649 | $1.98M | 0.61% | −4,378−24.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 13,666 | $1.98M | 0.13% | +522+4.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,679 | $1.98M | 0.19% | −6,960−33.7% | Reduced |
| High Net Worth Advisory Group LLC | 13,702 | $1.99M | 0.80% | −1,372−9.1% | Reduced |
| Exchange Bank | 13,720 | $1.99M | 1.91% | +373+2.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 13,721 | $1.99M | 0.60% | −6,625−32.6% | Reduced |
| Chapman Investment Management, LLC | 13,727 | $1.99M | 1.69% | −235−1.7% | Reduced |
| Hamel Associates, Inc. | 13,747 | $1.99M | 0.73% | −70−0.5% | Reduced |
| Washington Capital Management Inc | 13,825 | $2.00M | 1.84% | −105−0.8% | Reduced |
| Main Street Financial Solutions, LLC | 13,841 | $2.01M | 0.28% | −13−0.1% | Reduced |
| Virtue Capital Management, LLC | 13,902 | $2.01M | 0.34% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 13,935 | $2.02M | 0.55% | −260−1.8% | Reduced |
| Twin Lakes Capital Management, LLC | 13,949 | $2.02M | 1.49% | +57+0.4% | Added |
| Advisory Research Inc | 13,977 | $2.03M | 0.28% | −1,180−7.8% | Reduced |
| Wulff, Hansen & Co. | 13,990 | $2.03M | 2.37% | −95−0.7% | Reduced |
| Insight Inv LLC | 13,971 | $2.03M | 2.25% | −142−1.0% | Reduced |
| Concord Asset Management, LLC | 14,003 | $2.03M | 0.68% | +3,057+27.9% | Added |
| Boit C F David | 14,137 | $2.03M | 1.39% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 14,044 | $2.04M | 0.55% | +478+3.5% | Added |
| Notis-McConarty Edward | 14,067 | $2.04M | 0.83% | −130−0.9% | Reduced |
| First County Bank | 14,112 | $2.05M | 1.07% | +184+1.3% | Added |
| Imprint Wealth LLC | 14,134 | $2.05M | 1.73% | −2,846−16.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 14,155 | $2.05M | 0.18% | +5,000+54.6% | Added |
| Amplius Wealth Advisors, LLC | 14,201 | $2.06M | 0.28% | −3,173−18.3% | Reduced |
| Rockingstone Advisors LLC | 14,229 | $2.06M | 1.14% | +496+3.6% | Added |
| Ramirez Asset Management, Inc. | 14,258 | $2.07M | 0.44% | +14,258 | New |
| Y.D. More Investments Ltd | 14,343 | $2.08M | 0.43% | −190−1.3% | Reduced |
| Carl P. Sherr & Co., LLC | 14,369 | $2.08M | 1.41% | +18+0.1% | Added |
| MB, Levis & Associates, LLC | 14,393 | $2.09M | 1.35% | −65−0.4% | Reduced |
| Insight Wealth Strategies, LLC | 14,420 | $2.09M | 0.40% | +1,004+7.5% | Added |
| Benedict Financial Advisors Inc | 14,467 | $2.10M | 0.61% | −40.0% | Reduced |
| Kapstone Financial Advisors LLC | 14,469 | $2.10M | 1.89% | +6,000+70.8% | Added |
| Jackson Hole Capital Partners, LLC | 14,484 | $2.10M | 0.61% | −2,000−12.1% | Reduced |
| Commonwealth Financial Services, LLC | 14,490 | $2.10M | 0.63% | +14,490 | New |
| Nixon Peabody Trust Co | 14,513 | $2.10M | 1.76% | −5,348−26.9% | Reduced |
| Hudson Value Partners, LLC | 14,533 | $2.11M | 1.11% | +345+2.4% | Added |
| Truepoint, Inc. | 14,536 | $2.11M | 0.07% | +3,228+28.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,537 | $2.11M | 0.51% | +1,418+10.8% | Added |
| Arbor Capital Management Inc | 14,677 | $2.11M | 1.88% | −408−2.7% | Reduced |
| Davidson Trust Co | 14,603 | $2.12M | 1.57% | +43+0.3% | Added |
| AustralianSuper Pty Ltd | 14,619 | $2.12M | 0.01% | +721+5.2% | Added |
| Jeppson Wealth Management, LLC | 14,651 | $2.12M | 0.97% | −700−4.6% | Reduced |
| Holistic Financial Partners | 14,693 | $2.13M | 1.41% | +599+4.3% | Added |
| Gs Investments, Inc. | 14,762 | $2.14M | 1.22% | −25−0.2% | Reduced |
| Next Capital Management LLC | 14,817 | $2.15M | 0.97% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14,836 | $2.15M | 1.75% | −308−2.0% | Reduced |
| Fragasso Group Inc. | 14,848 | $2.15M | 0.23% | −175−1.2% | Reduced |
| First Bank & Trust | 14,866 | $2.16M | 0.56% | −272−1.8% | Reduced |
| Brady Family Wealth, LLC | 14,887 | $2.16M | 0.83% | +376+2.6% | Added |
| Hartline Investment Corp | 14,891 | $2.16M | 0.39% | +1,634+12.3% | Added |
| Grandview Asset Management LLC | 14,909 | $2.16M | 1.24% | −4,928−24.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,915 | $2.16M | 2.12% | +725+5.1% | Added |
| Altman Advisors, Inc. | 14,919 | $2.16M | 1.35% | +14,919 | New |
| Delta Financial Advisors LLC | 14,924 | $2.16M | 0.98% | +983+7.1% | Added |
| Titleist Asset Management, LLC | 14,935 | $2.17M | 0.44% | −4,269−22.2% | Reduced |
| Armor Investment Advisors, LLC | 14,942 | $2.17M | 1.29% | +424+2.9% | Added |
| S.E.E.D. Planning Group LLC | 14,971 | $2.17M | 0.84% | −574−3.7% | Reduced |
| Wambolt & Associates, LLC | 15,108 | $2.17M | 0.79% | +614+4.2% | Added |
| Gryphon Financial Partners LLC | 14,979 | $2.17M | 0.52% | +408+2.8% | Added |
| SFMG, LLC | 14,998 | $2.18M | 0.22% | −101−0.7% | Reduced |
| Sittner & Nelson, LLC | 15,050 | $2.18M | 1.26% | −376−2.4% | Reduced |
| Advisor OS, LLC | 15,053 | $2.18M | 0.33% | −4,417−22.7% | Reduced |
| LS Investment Advisors, LLC | 15,056 | $2.18M | 0.41% | −201−1.3% | Reduced |