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; 5,156 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
- +82 vs. Q2 2023
- Shares held
- 2.05B
- +3.21M (+0.2%) vs. Q2 2023
- Total value
- $297.0B
- +$2.01M (0.0%) vs. Q2 2023
- New holders
- 161
- 1,580 more added
- Sold out
- 79
- 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 | 5,156 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 1,065 | $154.4K | 0.01% | −18,411−94.5% | Reduced |
| Tradewinds Capital Management, LLC | 1,072 | $155.5K | 0.05% | +3+0.3% | Added |
| Flaharty Asset Management, LLC | 1,089 | $157.9K | 0.03% | +1,089 | New |
| PFS Partners, LLC | 1,098 | $159.2K | 0.14% | −155−12.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,115 | $162.0K | 0.11% | +160+16.8% | Added |
| Tfo-TDC, LLC | 1,114 | $162.0K | 0.03% | +578+107.8% | Added |
| Intrepid Capital Management Inc | 1,118 | $162.1K | 0.11% | −226−16.8% | Reduced |
| Raffa Wealth Management, LLC | 1,176 | $170.6K | 0.06% | +4+0.3% | Added |
| TD Capital Management LLC | 1,183 | $171.5K | 0.02% | +3+0.3% | Added |
| Abound Wealth Management | 1,191 | $172.8K | 0.07% | −12−1.0% | Reduced |
| Gibson Capital, LLC | 1,216 | $176.3K | 0.05% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,231 | $178.0K | 0.22% | −101−7.6% | Reduced |
| Coston, McIsaac & Partners | 1,266 | $183.0K | 0.07% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,264 | $183.3K | 0.19% | +523+70.6% | Added |
| Rise Advisors, LLC | 1,274 | $184.7K | 0.15% | −168−11.7% | Reduced |
| Northwest Capital Management Inc | 1,304 | $189.1K | 0.07% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,337 | $194.0K | 0.09% | −10−0.7% | Reduced |
| KB Financial Partners, LLC | 1,363 | $198.0K | 0.06% | −3−0.2% | Reduced |
| Impact Partnership Wealth, LLC | 1,368 | $198.3K | 0.06% | +607+79.8% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,379 | $200.0K | 0.17% | +1,379 | New |
| Bank Pictet & Cie (Asia) Ltd | 1,380 | $200.1K | 0.06% | +1,380 | New |
| Arrowroot Family Office, LLC | 1,382 | $200.4K | 0.16% | +5+0.4% | Added |
| LFA - Lugano Financial Advisors SA | 1,385 | $200.9K | 0.17% | −1,215−46.7% | Reduced |
| Sicart Associates LLC | 1,385 | $200.9K | 0.08% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 1,389 | $201.4K | 0.12% | −118−7.8% | Reduced |
| Centennial Wealth Advisory LLC | 1,396 | $202.4K | 0.11% | +1,396 | New |
| Wealth Advisors of Tampa Bay, LLC | 1,402 | $203.3K | 0.06% | +1,402 | New |
| Fermata Advisors, LLC | 1,404 | $203.7K | 0.06% | +1,404 | New |
| Private Ocean, LLC | 1,406 | $203.9K | 0.03% | +155+12.4% | Added |
| Rezny Wealth Management, Inc. | 1,410 | $204.5K | 0.07% | +28+2.0% | Added |
| Keystone Financial Planning, Inc. | 1,413 | $204.9K | 0.07% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 1,417 | $205.5K | 0.13% | −15−1.0% | Reduced |
| Empirical Asset Management, LLC | 1,420 | $205.9K | 0.18% | +1,420 | New |
| W.H. Cornerstone Investments Inc. | 1,420 | $206.0K | 0.18% | +1,420 | New |
| Hanlon Investment Management, Inc. | 1,422 | $206.2K | 0.06% | +1,422 | New |
| Roth Financial Partners LLC | 1,423 | $206.4K | 0.13% | −219−13.3% | Reduced |
| Peterson Wealth Advisors, LLC | 1,423 | $206.4K | 0.06% | +23+1.6% | Added |
| Beaird Harris Wealth Management, LLC | 1,427 | $206.9K | 0.02% | +13+0.9% | Added |
| V-Square Quantitative Management LLC | 1,431 | $207.5K | 0.09% | +1,431 | New |
| Ironwood Investment Counsel, LLC | 27,961 | $207.9K | 0.05% | +3,817+15.8% | Added |
| PrairieView Partners, LLC | 1,439 | $208.0K | 0.03% | +2+0.1% | Added |
| DB Wealth Management Group, LLC | 1,438 | $208.6K | 0.13% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,439 | $208.7K | 0.13% | −927−39.2% | Reduced |
| Paragon Capital Management LLC | 1,442 | $209.1K | 0.12% | −102−6.6% | Reduced |
| Joseph P. Lucia & Associates, LLC | 1,442 | $209.1K | 0.15% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,446 | $209.7K | 0.07% | +126+9.5% | Added |
| Advanced Research Investment Solutions, LLC | 1,446 | $209.7K | 0.14% | +1,446 | New |
| Garrett Wealth Advisory Group, LLC | 1,449 | $210.1K | 0.10% | +1,449 | New |
| Basso Capital Management, L.P. | 1,451 | $210.4K | 0.23% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,454 | $210.9K | 0.03% | +1,454 | New |
| Morse Asset Management, Inc | 1,457 | $211.0K | 0.07% | +1,457 | New |
| Sterling Financial Planning, Inc. | 1,456 | $211.1K | 0.11% | −18−1.2% | Reduced |
| Flower City Capital | 1,461 | $211.9K | 0.22% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,465 | $212.0K | 0.09% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,463 | $212.1K | 0.14% | +29+2.0% | Added |
| KWMG, LLC | 1,464 | $212.3K | 0.03% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,465 | $212.4K | 0.05% | +8+0.5% | Added |
| Capital Market Strategies LLC | 1,495 | $213.4K | 0.21% | −153−9.3% | Reduced |
| ShoreHaven Wealth Partners, LLC | 1,474 | $213.8K | 0.15% | −67−4.3% | Reduced |
| Acas, LLC | 1,480 | $214.6K | 0.27% | −25−1.7% | Reduced |
| Parkside Advisors LLC | 1,481 | $214.8K | 0.07% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,483 | $215.0K | 0.05% | +1,483 | New |
| Family Investment Center, Inc. | 1,484 | $215.2K | 0.13% | −210−12.4% | Reduced |
| Unio Capital LLC | 1,485 | $215.4K | 0.12% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 1,488 | $216.0K | 0.02% | +25+1.7% | Added |
| Lokken Investment Group LLC | 1,492 | $216.4K | 0.14% | −17−1.1% | Reduced |
| Clientfirst Wealth Management, LLC | 1,504 | $216.7K | 0.26% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 1,496 | $216.9K | 0.24% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,497 | $217.1K | 0.13% | 00.0% | Unchanged |
| Elevatus Welath Management | 1,499 | $217.3K | 0.20% | +1,499 | New |
| Curtis Advisory Group, LLC | 1,500 | $217.5K | 0.07% | −125−7.7% | Reduced |
| Bourne Lent Asset Management Inc | 1,500 | $217.5K | 0.10% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,500 | $218.0K | 0.15% | −2,607−63.5% | Reduced |
| Roble, Belko & Company, Inc | 1,504 | $218.0K | 0.04% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 1,500 | $218.0K | 0.01% | 00.0% | Unchanged |
| Family Asset Management, LLC | 1,510 | $218.9K | 0.16% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,514 | $219.6K | 0.20% | +8+0.5% | Added |
| Warwick Investment Management, Inc. | 1,516 | $219.8K | 0.08% | +1+0.1% | Added |
| LifePro Asset Management | 1,517 | $220.0K | 0.18% | +136+9.8% | Added |
| Yoder Wealth Management, Inc. | 1,518 | $220.1K | 0.18% | +123+8.8% | Added |
| Seneca Financial Advisors LLC | 1,524 | $221.0K | 0.15% | −220−12.6% | Reduced |
| Lipe & Dalton | 1,530 | $222.0K | 0.13% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 1,600 | $222.0K | 0.03% | +1,600 | New |
| Bensler, LLC | 1,534 | $222.4K | 0.04% | +99+6.9% | Added |
| Cedar Wealth Management, LLC | 1,534 | $222.5K | 0.09% | 00.0% | Unchanged |
| Essential Planning, LLC. | 1,534 | $222.5K | 0.12% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 1,536 | $222.8K | 0.16% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 1,537 | $222.9K | 0.02% | +36+2.4% | Added |
| Clare Market Investments LLC | 1,539 | $223.2K | 0.09% | −606−28.3% | Reduced |
| Shira Ridge Wealth Management | 1,543 | $223.7K | 0.15% | +1,543 | New |
| Valtinson Bruner Financial Planning LLC | 1,543 | $223.8K | 0.12% | +1+0.1% | Added |
| Maripau Wealth Management LLC | 1,546 | $224.3K | 0.21% | +1,546 | New |
| Nova R Wealth, Inc. | 1,548 | $224.5K | 0.16% | −390−20.1% | Reduced |
| MBE Wealth Management, LLC | 1,555 | $225.5K | 0.13% | +4+0.3% | Added |
| Old North State Wealth Management, LLC | 1,556 | $225.9K | 0.20% | +79+5.3% | Added |
| Dentgroup LLC | 1,559 | $226.1K | 0.17% | +9+0.6% | Added |
| Toth Financial Advisory Corp | 1,567 | $227.2K | 0.03% | +57+3.8% | Added |
| Madison Wealth Partners, Inc | 1,572 | $228.0K | 0.12% | +41+2.7% | Added |
| Paragon Financial Partners, Inc. | 1,572 | $228.0K | 0.24% | +1+0.1% | Added |
| Carroll Investors, Inc | 1,546 | $228.1K | 0.20% | +1,546 | New |