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 |
|---|---|---|---|---|---|
| Prudent Man Advisors, LLC | 20,075 | $2.91M | 1.16% | +2,687+15.5% | Added |
| Karpas Strategies, LLC | 20,079 | $2.91M | 1.07% | −1,242−5.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 20,111 | $2.92M | 1.77% | +168+0.8% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.92M | 1.90% | 00.0% | Unchanged |
| FLC Capital Advisors | 20,144 | $2.92M | 0.89% | −3,058−13.2% | Reduced |
| Congress Park Capital LLC | 20,147 | $2.92M | 1.68% | −8,620−30.0% | Reduced |
| DeDora Capital, Inc. | 20,164 | $2.92M | 1.15% | +411+2.1% | Added |
| Keebeck Wealth Management, LLC | 20,187 | $2.93M | 0.51% | +90.0% | Added |
| O'Dell Group, LLC | 20,189 | $2.93M | 0.89% | −386−1.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 20,201 | $2.93M | 0.64% | −282−1.4% | Reduced |
| Sculati Wealth Management, LLC | 20,219 | $2.93M | 1.50% | +632+3.2% | Added |
| Signature Wealth Management Partners, LLC | 20,259 | $2.94M | 2.87% | +536+2.7% | Added |
| Ethos Financial Group, LLC | 20,310 | $2.95M | 0.76% | +3,399+20.1% | Added |
| Royal Capital Wealth Management, LLC | 20,345 | $2.95M | 2.83% | −639−3.0% | Reduced |
| Glen Eagle Advisors, LLC | 20,379 | $2.96M | 0.69% | −153−0.7% | Reduced |
| Marathon Capital Management | 20,394 | $2.96M | 0.74% | +335+1.7% | Added |
| Coastline Trust Co | 20,432 | $2.96M | 0.44% | −533−2.5% | Reduced |
| Landmark Financial Advisors, LLC | 20,436 | $2.96M | 1.20% | −142−0.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 20,449 | $2.97M | 0.12% | −824−3.9% | Reduced |
| Archer Investment Corp | 20,503 | $2.97M | 1.05% | +127+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 20,551 | $2.98M | 0.75% | −196−0.9% | Reduced |
| River & Mercantile Asset Management LLP | 20,559 | $2.98M | 0.70% | −2,781−11.9% | Reduced |
| Liberty One Investment Management, LLC | 20,584 | $2.99M | 0.43% | +848+4.3% | Added |
| Forza Wealth Management, LLC | 20,599 | $2.99M | 1.54% | +300+1.5% | Added |
| Cobblestone Capital Advisors LLC | 20,656 | $3.00M | 0.22% | +299+1.5% | Added |
| Ostrum Asset Management | 20,669 | $3.00M | 0.28% | −18,967−47.9% | Reduced |
| Poehling Capital Management, LLC | 20,696 | $3.00M | 1.05% | −712−3.3% | Reduced |
| Parkside Financial Bank & Trust | 20,708 | $3.00M | 0.70% | +460+2.3% | Added |
| Northstar Asset Management LLC | 20,741 | $3.01M | 0.87% | +208+1.0% | Added |
| Providence Wealth Advisors, LLC | 21,094 | $3.02M | 3.37% | +85+0.4% | Added |
| Nwam LLC | 20,804 | $3.02M | 0.31% | −723−3.4% | Reduced |
| Eagle Capital Management, LLC | 20,841 | $3.02M | 1.66% | +9,781+88.4% | Added |
| KCS Wealth Advisory | 20,839 | $3.02M | 1.29% | −3,136−13.1% | Reduced |
| Beech Hill Advisors, Inc. | 20,849 | $3.02M | 1.52% | −1,473−6.6% | Reduced |
| Bowman & Co S.C. | 20,907 | $3.03M | 2.41% | +1,269+6.5% | Added |
| Sanders Morris Harris LLC | 21,005 | $3.03M | 0.62% | +660+3.2% | Added |
| Banco de Sabadell, S.A | 20,973 | $3.04M | 2.64% | −1,673−7.4% | Reduced |
| Knott David M Jr | 20,985 | $3.04M | 1.20% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 20,988 | $3.04M | 1.94% | −695−3.2% | Reduced |
| Spirit of America Management Corp | 20,992 | $3.04M | 0.69% | +200+1.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 21,000 | $3.04M | 2.14% | +5,000+31.3% | Added |
| Abacus Planning Group, Inc. | 20,998 | $3.05M | 0.74% | +40.0% | Added |
| Crescent Sterling, Ltd. | 21,000 | $3.05M | 3.22% | −1,650−7.3% | Reduced |
| Portside Wealth Group, LLC | 21,006 | $3.05M | 0.57% | −1,326−5.9% | Reduced |
| Sawgrass Asset Management LLC | 21,060 | $3.05M | 0.37% | −145−0.7% | Reduced |
| L & S Advisors Inc | 21,070 | $3.06M | 0.44% | −1,426−6.3% | Reduced |
| Resurgent Financial Advisors LLC | 21,078 | $3.06M | 2.09% | +259+1.2% | Added |
| Heartland Bank & Trust Co | 21,098 | $3.06M | 2.41% | +67+0.3% | Added |
| West Michigan Advisors, LLC | 21,136 | $3.07M | 1.64% | +271+1.3% | Added |
| X-Square Capital, LLC | 21,084 | $3.07M | 2.06% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 21,169 | $3.07M | 0.92% | +1,084+5.4% | Added |
| HAP Trading, LLC | 21,177 | $3.07M | 0.76% | +21,177 | New |
| SOA Wealth Advisors, LLC. | 21,206 | $3.08M | 0.76% | −625−2.9% | Reduced |
| Mayflower Financial Advisors, LLC | 21,206 | $3.08M | 0.46% | −465−2.1% | Reduced |
| Massachusetts Wealth Management | 21,210 | $3.08M | 2.82% | −200−0.9% | Reduced |
| MCF Advisors LLC | 21,228 | $3.08M | 0.28% | +406+1.9% | Added |
| Intellectus Partners, LLC | 21,236 | $3.08M | 0.97% | −752−3.4% | Reduced |
| Second Half Financial Partners, LLC | 21,303 | $3.09M | 1.54% | −5,281−19.9% | Reduced |
| Transatlantique Private Wealth LLC | 21,326 | $3.09M | 1.65% | +167+0.8% | Added |
| Sustainable Insight Capital Management, LLC | 21,348 | $3.10M | 3.03% | −5,900−21.7% | Reduced |
| Permanens Capital L.P. | 21,403 | $3.10M | 0.53% | +865+4.2% | Added |
| Edgewood Management LLC | 21,464 | $3.11M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 21,465 | $3.11M | 0.45% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 21,530 | $3.12M | 1.63% | −1,075−4.8% | Reduced |
| O'Rourke & Company, Inc | 21,492 | $3.12M | 2.27% | +276+1.3% | Added |
| Pine Ridge Advisers LLC | 21,500 | $3.12M | 0.66% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 21,550 | $3.13M | 2.51% | −643−2.9% | Reduced |
| Jmac Enterprises LLC | 21,609 | $3.13M | 0.77% | +1,362+6.7% | Added |
| Brown, Lisle/Cummings, Inc. | 21,627 | $3.14M | 1.42% | −110−0.5% | Reduced |
| CoreCap Advisors, LLC | 21,694 | $3.15M | 0.23% | −540−2.4% | Reduced |
| Phoenix Wealth Advisors | 21,695 | $3.15M | 1.85% | +382+1.8% | Added |
| VeraBank, N.A. | 21,697 | $3.15M | 1.21% | +80+0.4% | Added |
| Columbia Trust Co 01012016 | 21,760 | $3.16M | 1.83% | +134+0.6% | Added |
| Lodestone Wealth Management LLC | 21,907 | $3.18M | 2.24% | −178−0.8% | Reduced |
| Trifecta Capital Advisors, LLC | 21,927 | $3.18M | 1.02% | +1,368+6.7% | Added |
| Outfitter Financial LLC | 21,953 | $3.18M | 3.00% | −20−0.1% | Reduced |
| West Oak Capital, LLC | 22,002 | $3.19M | 1.58% | +610+2.9% | Added |
| Leisure Capital Management | 22,020 | $3.19M | 1.84% | −143−0.6% | Reduced |
| Financial Strategies Group, Inc. | 21,648 | $3.19M | 1.01% | +2,796+14.8% | Added |
| Prestige Wealth Management Group LLC | 22,057 | $3.20M | 0.79% | +7,984+56.7% | Added |
| Addison Capital Co | 22,073 | $3.20M | 2.49% | −2,381−9.7% | Reduced |
| Intrepid Financial Planning Group LLC | 22,081 | $3.20M | 1.66% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 22,100 | $3.20M | 0.64% | +970+4.6% | Added |
| Evermay Wealth Management LLC | 22,181 | $3.22M | 0.66% | −174−0.8% | Reduced |
| Highlander Capital Management, LLC | 22,197 | $3.22M | 1.27% | +7,917+55.4% | Added |
| Account Management LLC | 22,215 | $3.22M | 4.46% | −3,025−12.0% | Reduced |
| CNB Bank | 22,284 | $3.23M | 1.90% | +611+2.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 22,296 | $3.23M | 0.52% | +473+2.2% | Added |
| Alphadyne Asset Management LP | 22,365 | $3.24M | 1.56% | +18,100+424.4% | Added |
| Beaton Management Co. Inc. | 22,409 | $3.25M | 2.11% | −283−1.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 22,449 | $3.26M | 0.67% | +832+3.8% | Added |
| Leelyn Smith, LLC | 22,452 | $3.26M | 0.79% | +369+1.7% | Added |
| Convergence Investment Partners, LLC | 22,450 | $3.26M | 1.93% | +1,562+7.5% | Added |
| Trinity Financial Advisors LLC | 22,465 | $3.26M | 1.73% | +1,272+6.0% | Added |
| Guardian Investment Management | 22,468 | $3.26M | 2.98% | 00.0% | Unchanged |
| Bank Ozk | 22,488 | $3.26M | 1.79% | −5,873−20.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 22,489 | $3.26M | 0.05% | −107−0.5% | Reduced |
| Northcape Wealth Management, LLC | 22,492 | $3.26M | 1.25% | −330−1.4% | Reduced |
| Blue Edge Capital, LLC | 22,492 | $3.26M | 0.68% | +100.0% | Added |
| Great Lakes Retirement, Inc. | 22,567 | $3.27M | 0.59% | +399+1.8% | Added |