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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| TCWP LLC | 15,100 | $2.19M | 1.67% | +155+1.0% | Added |
| Krilogy Financial LLC | 15,135 | $2.19M | 0.20% | −2,539−14.4% | Reduced |
| L.M. Kohn & Company | 15,139 | $2.20M | 0.80% | −74−0.5% | Reduced |
| Manchester Capital Management LLC | 15,163 | $2.20M | 0.33% | +577+4.0% | Added |
| TCI Wealth Advisors, Inc. | 15,204 | $2.20M | 0.28% | −105−0.7% | Reduced |
| Catalyst Financial Partners LLC | 15,241 | $2.21M | 0.71% | +4,137+37.3% | Added |
| Roof Eidam & Maycock | 15,292 | $2.22M | 0.73% | −15−0.1% | Reduced |
| Founders Financial Securities LLC | 15,293 | $2.22M | 0.29% | −1,556−9.2% | Reduced |
| Resolute Wealth Strategies, LLC | 15,296 | $2.22M | 1.66% | −137−0.9% | Reduced |
| BigSur Wealth Management LLC | 15,303 | $2.22M | 1.12% | −1,100−6.7% | Reduced |
| Guardian Capital LP | 15,304 | $2.22M | 0.08% | +49+0.3% | Added |
| Townsend & Associates, Inc | 16,359 | $2.22M | 0.47% | −3,369−17.1% | Reduced |
| Alaethes Wealth LLC | 15,340 | $2.22M | 1.22% | −23−0.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 15,359 | $2.23M | 1.50% | −159−1.0% | Reduced |
| Chatham Capital Group, Inc. | 15,407 | $2.23M | 0.50% | +42+0.3% | Added |
| Sutton Wealth Advisors Inc. | 15,408 | $2.23M | 1.10% | +361+2.4% | Added |
| Wealth Alliance | 15,412 | $2.24M | 0.35% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 15,416 | $2.24M | 0.21% | −153−1.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 15,416 | $2.24M | 0.27% | −368−2.3% | Reduced |
| Channel Wealth LLC | 15,499 | $2.25M | 1.26% | +2,403+18.3% | Added |
| Chilton Investment Co LLC | 15,519 | $2.25M | 0.07% | −910−5.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 15,532 | $2.25M | 0.51% | −309−2.0% | Reduced |
| All Terrain Financial Advisors, LLC | 15,547 | $2.25M | 1.14% | +494+3.3% | Added |
| Bell Bank | 15,590 | $2.26M | 0.25% | +968+6.6% | Added |
| Continental Advisors LLC | 15,635 | $2.27M | 2.05% | −1,000−6.0% | Reduced |
| Birmingham Capital Management Co Inc | 15,702 | $2.28M | 0.94% | +3,845+32.4% | Added |
| Blueprint Investment Partners LLC | 15,706 | $2.28M | 0.73% | +596+3.9% | Added |
| Aberdeen Wealth Management LLC | 15,714 | $2.28M | 1.72% | 00.0% | Unchanged |
| Ironwood Financial, llc | 15,757 | $2.29M | 0.61% | 00.0% | Unchanged |
| Gleason Group, Inc. | 15,787 | $2.29M | 0.60% | −102−0.6% | Reduced |
| Optimum Investment Advisors | 15,799 | $2.29M | 1.17% | +430+2.8% | Added |
| Perkins Coie Trust Co | 15,827 | $2.30M | 0.65% | +5,717+56.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 15,849 | $2.30M | 1.00% | +49+0.3% | Added |
| Balentine LLC | 15,854 | $2.30M | 0.08% | −2,584−14.0% | Reduced |
| Dillon & Associates Inc | 15,865 | $2.30M | 0.44% | −274−1.7% | Reduced |
| Venturi Wealth Management, LLC | 15,868 | $2.30M | 0.18% | −251−1.6% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 15,913 | $2.31M | 1.26% | −25−0.2% | Reduced |
| Marion Wealth Management | 15,918 | $2.31M | 0.81% | −174−1.1% | Reduced |
| Cohen Lawrence B | 15,923 | $2.31M | 1.56% | −10,359−39.4% | Reduced |
| Dark Forest Capital Management LP | 15,934 | $2.31M | 0.19% | +9,229+137.6% | Added |
| Abundance Wealth Counselors | 15,933 | $2.31M | 0.66% | −806−4.8% | Reduced |
| Delta Asset Management LLC | 15,939 | $2.31M | 0.24% | +11+0.1% | Added |
| Weik Capital Management | 15,950 | $2.31M | 1.14% | −50.0% | Reduced |
| CFS Investment Advisory Services, LLC | 15,985 | $2.32M | 0.37% | +2,321+17.0% | Added |
| Park Place Capital Corp | 16,044 | $2.33M | 0.68% | −1,068−6.2% | Reduced |
| Ruffer LLP | 15,844 | $2.34M | 0.13% | +1,774+12.6% | Added |
| Stevens Capital Management LP | 16,117 | $2.34M | 0.68% | −28,165−63.6% | Reduced |
| Boltwood Capital Management | 16,129 | $2.34M | 0.87% | −530−3.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 16,155 | $2.34M | 1.22% | +16,155 | New |
| Weaver C. Barksdale & Associates, Inc. | 16,280 | $2.36M | 2.01% | +2,768+20.5% | Added |
| Royal Harbor Partners, LLC | 16,291 | $2.36M | 1.23% | +361+2.3% | Added |
| Nvest Financial, LLC | 16,294 | $2.36M | 2.21% | +431+2.7% | Added |
| Rollins Financial | 16,307 | $2.36M | 0.58% | +1,043+6.8% | Added |
| Vista Wealth Management Group, LLC | 16,315 | $2.37M | 0.23% | −52−0.3% | Reduced |
| Riverview Trust Co | 16,315 | $2.37M | 2.10% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 16,371 | $2.37M | 1.63% | −947−5.5% | Reduced |
| TriaGen Wealth Management LLC | 16,389 | $2.38M | 1.21% | −11,862−42.0% | Reduced |
| Cumberland Advisors Inc | 16,420 | $2.38M | 1.06% | −340−2.0% | Reduced |
| Institute for Wealth Management, LLC. | 16,437 | $2.38M | 0.44% | −295−1.8% | Reduced |
| HWG Holdings LP | 16,493 | $2.39M | 1.33% | +16,430+26,079.4% | Added |
| Alaska Permanent Fund Corp | 16,500 | $2.39M | 0.05% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 16,557 | $2.40M | 1.08% | +522+3.3% | Added |
| Naviter Wealth, LLC | 16,605 | $2.41M | 0.58% | +791+5.0% | Added |
| Hudson Canyon Capital Management | 16,620 | $2.41M | 1.97% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 16,643 | $2.41M | 0.81% | +33+0.2% | Added |
| Slocum, Gordon & Co LLP | 16,650 | $2.41M | 2.10% | −1,100−6.2% | Reduced |
| Peak Planning Group, LLC | 16,654 | $2.42M | 1.89% | −751−4.3% | Reduced |
| Voya Financial Advisors, Inc. | 16,365 | $2.42M | 0.30% | +494+3.1% | Added |
| Oak Family Advisors, LLC | 16,754 | $2.43M | 1.15% | +1,433+9.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,795 | $2.44M | 0.10% | −1,421−7.8% | Reduced |
| Lederer & Associates Investment Counsel | 16,827 | $2.44M | 1.94% | −186−1.1% | Reduced |
| Sentry Investment Management LLC | 16,876 | $2.45M | 1.17% | −3,888−18.7% | Reduced |
| River Street Advisors LLC | 16,892 | $2.45M | 2.31% | +44+0.3% | Added |
| FDx Advisors, Inc. | 16,900 | $2.45M | 0.20% | −15,707−48.2% | Reduced |
| Landscape Capital Management, L.L.C. | 16,909 | $2.45M | 0.32% | +6,585+63.8% | Added |
| Cedar Brook Financial Partners, LLC | 16,987 | $2.46M | 0.64% | −875−4.9% | Reduced |
| First City Capital Management, Inc. | 17,006 | $2.47M | 1.55% | −189−1.1% | Reduced |
| Ignite Planners, LLC | 17,261 | $2.47M | 0.75% | +6,640+62.5% | Added |
| Monograph Wealth Advisors, LLC | 17,040 | $2.47M | 0.49% | +17,040 | New |
| Mission Creek Capital Partners, Inc. | 17,043 | $2.47M | 0.83% | +189+1.1% | Added |
| Valley Brook Capital Group | 17,053 | $2.47M | 2.44% | −2,409−12.4% | Reduced |
| Bremer Bank National Association | 17,087 | $2.48M | 0.49% | −1,795−9.5% | Reduced |
| First Commonwealth Financial Corp | 17,114 | $2.48M | 0.83% | −38−0.2% | Reduced |
| Spreng Capital Management, Inc. | 17,132 | $2.48M | 1.82% | +3,856+29.0% | Added |
| 3Chopt Investment Partners, LLC | 17,160 | $2.49M | 1.47% | +622+3.8% | Added |
| Kensington Investment Counsel, LLC | 17,182 | $2.49M | 1.55% | +1,361+8.6% | Added |
| Heritage Wealth Advisors | 17,196 | $2.49M | 0.14% | −333−1.9% | Reduced |
| Martin & Co Inc | 17,203 | $2.49M | 0.65% | +806+4.9% | Added |
| Worth Financial Advisory Group, LLC | 17,224 | $2.50M | 2.25% | +347+2.1% | Added |
| Magnolia Capital Advisors LLC | 18,179 | $2.50M | 2.40% | +268+1.5% | Added |
| Coppell Advisory Solutions LLC | 18,704 | $2.51M | 0.90% | +3,839+25.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,298 | $2.51M | 1.27% | −130−0.7% | Reduced |
| Kinsale Capital Group, Inc. | 17,314 | $2.51M | 1.43% | +5,504+46.6% | Added |
| Financial Planning & Information Services, Inc. | 17,452 | $2.53M | 0.47% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17,454 | $2.53M | 0.55% | +739+4.4% | Added |
| Moser Wealth Advisors, LLC | 17,479 | $2.53M | 1.78% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 17,481 | $2.54M | 0.29% | −12,175−41.1% | Reduced |
| New Potomac Partners, LLC | 17,492 | $2.54M | 1.75% | −104−0.6% | Reduced |
| Bull Street Advisors, LLC | 17,515 | $2.54M | 1.34% | +481+2.8% | Added |
| Benin Management CORP | 17,596 | $2.55M | 0.95% | +800+4.8% | Added |