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 |
|---|---|---|---|---|---|
| Twelve Points Wealth Management LLC | 17,611 | $2.55M | 1.27% | +196+1.1% | Added |
| Pegasus Partners Ltd. | 17,649 | $2.56M | 0.36% | −38−0.2% | Reduced |
| Snider Financial Group | 17,659 | $2.56M | 1.24% | +233+1.3% | Added |
| Court Place Advisors, LLC | 17,678 | $2.56M | 0.91% | −87−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 17,697 | $2.57M | 0.90% | −291−1.6% | Reduced |
| Everett Harris & Co | 17,742 | $2.57M | 0.04% | −402−2.2% | Reduced |
| Vectors Research Management, LLC | 19,083 | $2.58M | 0.84% | −3,338−14.9% | Reduced |
| Home Federal Bank of Tennessee | 17,833 | $2.59M | 0.96% | −83−0.5% | Reduced |
| World Equity Group, Inc. | 17,829 | $2.59M | 0.54% | +445+2.6% | Added |
| Ledge Wealth Management, Inc. | 17,853 | $2.59M | 1.16% | +1,730+10.7% | Added |
| Hoey Investments, Inc | 17,879 | $2.59M | 0.87% | +10,675+148.2% | Added |
| Integrated Investment Consultants, LLC | 17,881 | $2.59M | 0.94% | −681−3.7% | Reduced |
| Occidental Asset Management, LLC | 17,966 | $2.61M | 0.60% | +295+1.7% | Added |
| Trivant Custom Portfolio Group, LLC | 17,970 | $2.61M | 1.92% | +17,970 | New |
| Smith, Moore & Co. | 17,997 | $2.61M | 0.34% | −913−4.8% | Reduced |
| Pentwater Capital Management LP | 18,000 | $2.61M | 0.03% | −7,500−29.4% | Reduced |
| Eclectic Associates Inc | 18,003 | $2.61M | 1.33% | +92+0.5% | Added |
| Aull & Monroe Investment Management Corp | 18,016 | $2.61M | 1.36% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 18,053 | $2.62M | 1.81% | +80.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 18,062 | $2.62M | 0.89% | +19+0.1% | Added |
| Finer Wealth Management, Inc. | 18,071 | $2.62M | 2.10% | +2,179+13.7% | Added |
| Moseley Investment Management Inc | 18,104 | $2.63M | 1.57% | +47+0.3% | Added |
| WP Advisors, LLC | 18,110 | $2.63M | 1.09% | −49−0.3% | Reduced |
| Sage Investment Advisers LLC | 18,110 | $2.63M | 3.60% | −44−0.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 18,138 | $2.63M | 1.11% | +974+5.7% | Added |
| RKL Wealth Management LLC | 18,139 | $2.63M | 0.32% | −394−2.1% | Reduced |
| DRW Securities, LLC | 18,158 | $2.63M | 0.21% | −10,311−36.2% | Reduced |
| Goldstone Financial Group, LLC | 18,169 | $2.63M | 0.78% | −372−2.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 18,203 | $2.64M | 0.44% | −83−0.5% | Reduced |
| Farther Finance Advisors, LLC | 18,215 | $2.64M | 0.41% | +3,694+25.4% | Added |
| Ameliora Wealth Management Ltd. | 18,241 | $2.65M | 1.57% | +785+4.5% | Added |
| Guerra Pan Advisors, LLC | 18,243 | $2.65M | 3.05% | −115−0.6% | Reduced |
| Kampmann Melissa S. | 18,322 | $2.66M | 2.56% | +18,322 | New |
| Register Financial Advisors LLC | 18,330 | $2.66M | 1.95% | −1,900−9.4% | Reduced |
| Hanson & Doremus Investment Management | 18,347 | $2.66M | 0.55% | −60.0% | Reduced |
| Garrett Investment Advisors LLC | 18,349 | $2.66M | 0.36% | +279+1.5% | Added |
| Aureus Asset Management, LLC | 18,355 | $2.66M | 0.21% | +1,009+5.8% | Added |
| BCGM Wealth Management, LLC | 18,434 | $2.67M | 1.23% | +601+3.4% | Added |
| Aspen Investment Management Inc | 18,528 | $2.69M | 1.63% | +123+0.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 18,524 | $2.69M | 1.77% | +61+0.3% | Added |
| Keystone Financial Group | 18,551 | $2.69M | 0.45% | +976+5.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 18,571 | $2.69M | 0.20% | +45+0.2% | Added |
| Connecticut Wealth Management, LLC | 18,581 | $2.69M | 0.18% | +8,028+76.1% | Added |
| Eads & Heald Wealth Management | 18,659 | $2.71M | 1.42% | −454−2.4% | Reduced |
| Eisler Capital (US) LLC | 18,706 | $2.71M | 1.00% | +18,706 | New |
| Graybill Bartz & Assoc Ltd | 18,719 | $2.71M | 1.32% | −206−1.1% | Reduced |
| Peoples Financial Services Corp. | 18,744 | $2.72M | 1.28% | −857−4.4% | Reduced |
| Fortune Financial Advisors, LLC | 18,748 | $2.72M | 2.08% | +56+0.3% | Added |
| Family Management Corp | 18,811 | $2.73M | 0.63% | −14,294−43.2% | Reduced |
| Van Cleef Asset Management,Inc | 18,838 | $2.73M | 0.43% | −798−4.1% | Reduced |
| Chesapeake Asset Management LLC | 18,864 | $2.74M | 2.66% | +178+1.0% | Added |
| Mather Group, LLC. | 18,881 | $2.74M | 0.05% | +1,223+6.9% | Added |
| Tandem Capital Management Corp | 18,900 | $2.74M | 1.88% | −296−1.5% | Reduced |
| Everhart Financial Group, Inc. | 18,920 | $2.74M | 1.16% | +485+2.6% | Added |
| Coastal Investment Advisors, Inc. | 18,874 | $2.74M | 0.63% | −349−1.8% | Reduced |
| Miller Investment Management, LP | 18,935 | $2.75M | 0.43% | 00.0% | Unchanged |
| WMS Partners, LLC | 18,961 | $2.75M | 0.22% | −623−3.2% | Reduced |
| Emfo, LLC | 18,986 | $2.75M | 2.59% | −8,127−30.0% | Reduced |
| Key Financial Inc | 19,000 | $2.76M | 0.93% | +25+0.1% | Added |
| Beaumont Financial Advisors, LLC | 19,001 | $2.76M | 0.28% | +894+4.9% | Added |
| Affinity Wealth Management LLC | 19,040 | $2.76M | 0.64% | −42−0.2% | Reduced |
| St. Louis Trust Co | 19,040 | $2.76M | 0.52% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 19,076 | $2.77M | 0.94% | −47−0.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 19,128 | $2.77M | 0.81% | +2,075+12.2% | Added |
| Cito Capital Group, LLC | 19,148 | $2.78M | 1.34% | +507+2.7% | Added |
| Perpetual Ltd | 19,162 | $2.78M | 0.03% | −236−1.2% | Reduced |
| Hedeker Wealth, LLC | 19,164 | $2.78M | 0.96% | −12,751−40.0% | Reduced |
| Regatta Capital Group, LLC | 19,226 | $2.79M | 0.88% | −736−3.7% | Reduced |
| Harvey Investment Co LLC | 19,266 | $2.79M | 0.37% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 19,272 | $2.79M | 0.99% | +14+0.1% | Added |
| HCR Wealth Advisors | 19,290 | $2.80M | 0.61% | −5,384−21.8% | Reduced |
| Simon Quick Advisors, LLC | 19,333 | $2.80M | 0.26% | +2,750+16.6% | Added |
| Holderness Investments Co | 19,342 | $2.80M | 1.09% | −152−0.8% | Reduced |
| Tranquility Partners, LLC | 19,360 | $2.81M | 1.20% | +1,372+7.6% | Added |
| Condor Capital Management | 19,365 | $2.81M | 0.34% | +332+1.7% | Added |
| Huber Capital Management LLC | 19,372 | $2.81M | 0.66% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 19,402 | $2.81M | 1.31% | −60−0.3% | Reduced |
| Concord Wealth Partners | 19,414 | $2.82M | 0.60% | +2,457+14.5% | Added |
| C2C Wealth Management, LLC | 19,732 | $2.82M | 0.40% | +59+0.3% | Added |
| First United Bank Trust | 19,530 | $2.83M | 1.32% | −335−1.7% | Reduced |
| Tiemann Investment Advisors, LLC | 19,584 | $2.84M | 1.52% | +50+0.3% | Added |
| JT Stratford LLC | 19,588 | $2.84M | 0.73% | −1,550−7.3% | Reduced |
| Oak Asset Management, LLC | 19,595 | $2.84M | 1.22% | −35−0.2% | Reduced |
| Aries Wealth Management | 19,245 | $2.85M | 1.11% | +1,573+8.9% | Added |
| Investment Advisory Services Inc | 19,624 | $2.85M | 1.22% | +81+0.4% | Added |
| Canton Hathaway, LLC | 19,639 | $2.85M | 0.90% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 19,684 | $2.85M | 0.64% | +1,210+6.5% | Added |
| Corrado Advisors, LLC | 19,698 | $2.86M | 1.97% | +211+1.1% | Added |
| Buckingham Strategic Partners | 19,705 | $2.86M | 0.14% | +5,279+36.6% | Added |
| G&S Capital LLC | 19,716 | $2.86M | 1.46% | +8,709+79.1% | Added |
| Investment Partners, Ltd. | 19,753 | $2.86M | 1.51% | −1,130−5.4% | Reduced |
| Wakefield Asset Management LLLP | 19,862 | $2.88M | 1.30% | −688−3.3% | Reduced |
| White Pine Capital LLC | 19,890 | $2.88M | 1.16% | +925+4.9% | Added |
| Zullo Investment Group, Inc. | 19,899 | $2.89M | 1.69% | +580+3.0% | Added |
| Agate Pass Investment Management, LLC | 19,902 | $2.89M | 1.96% | −360−1.8% | Reduced |
| Acropolis Investment Management, LLC | 19,925 | $2.89M | 0.22% | +899+4.7% | Added |
| Laidlaw Wealth Management LLC | 19,945 | $2.89M | 0.96% | −21,736−52.1% | Reduced |
| Platte River Wealth Advisors, LLC | 20,005 | $2.90M | 1.06% | +59+0.3% | Added |
| Intrua Financial, LLC | 20,046 | $2.91M | 0.53% | +110+0.6% | Added |
| Legacy Advisors, LLC | 20,060 | $2.91M | 0.47% | −245−1.2% | Reduced |