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 |
|---|---|---|---|---|---|
| WealthPlan Investment Management, LLC | 22,605 | $3.28M | 0.58% | +10,731+90.4% | Added |
| Baker Tilly Wealth Management, LLC | 22,643 | $3.28M | 0.54% | −20,641−47.7% | Reduced |
| Seascape Capital Management | 22,671 | $3.29M | 1.56% | +85+0.4% | Added |
| Advisors Management Group Inc | 22,703 | $3.29M | 0.99% | −91−0.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 22,748 | $3.30M | 1.11% | −798−3.4% | Reduced |
| NCM Capital Management, LLC | 22,769 | $3.30M | 2.35% | −153−0.7% | Reduced |
| Symmetry Investments LP | 22,772 | $3.30M | 0.96% | +22,772 | New |
| Dudley Capital Management, LLC | 22,797 | $3.31M | 2.32% | −892−3.8% | Reduced |
| NVWM, LLC | 22,822 | $3.31M | 1.08% | +434+1.9% | Added |
| Altfest L J & Co Inc | 22,825 | $3.31M | 0.52% | −345−1.5% | Reduced |
| Clear Creek Financial Management, LLC | 22,872 | $3.32M | 0.58% | +552+2.5% | Added |
| Wunderlich Capital Managemnt | 22,884 | $3.32M | 1.64% | −192−0.8% | Reduced |
| Bank of Stockton | 23,579 | $3.32M | 1.24% | +2,201+10.3% | Added |
| Trinity Legacy Partners, LLC | 22,926 | $3.32M | 1.15% | +18,163+381.3% | Added |
| Larson Financial Group LLC | 22,927 | $3.32M | 0.33% | +4,868+27.0% | Added |
| Gables Capital Management Inc. | 23,004 | $3.34M | 2.32% | −80.0% | Reduced |
| Pacifica Partners Inc. | 23,351 | $3.34M | 1.82% | +3,341+16.7% | Added |
| Trustmark National Bank Trust Department | 23,064 | $3.34M | 0.33% | +2,481+12.1% | Added |
| Wealthsource Partners, LLC | 23,121 | $3.35M | 0.23% | −1,340−5.5% | Reduced |
| Pavion Blue Capital, LLC | 23,431 | $3.35M | 2.04% | +72+0.3% | Added |
| Norway Savings Bank | 23,156 | $3.36M | 1.66% | +23,156 | New |
| SWS Partners | 23,300 | $3.38M | 1.25% | +47+0.2% | Added |
| Fidelis Capital Partners, LLC | 23,318 | $3.38M | 1.16% | +1,476+6.8% | Added |
| Jefferies Financial Group Inc. | 23,496 | $3.41M | 0.08% | −14,778−38.6% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 23,500 | $3.41M | 0.19% | 00.0% | Unchanged |
| Adirondack Trust Co | 23,512 | $3.41M | 1.70% | −25−0.1% | Reduced |
| Delta Financial Group, Inc. | 23,549 | $3.42M | 1.18% | +352+1.5% | Added |
| RB Capital Management, LLC | 23,632 | $3.43M | 1.11% | +137+0.6% | Added |
| Regal Investment Advisors LLC | 23,704 | $3.44M | 0.30% | +1,888+8.7% | Added |
| Guardian Wealth Advisors, LLC | 23,708 | $3.44M | 0.58% | +167+0.7% | Added |
| Nicolet Bankshares Inc | 23,823 | $3.45M | 1.06% | −8,896−27.2% | Reduced |
| Sheets Smith Wealth Management | 23,834 | $3.46M | 0.53% | +85+0.4% | Added |
| Red Cedar Investment Management, LLC | 23,843 | $3.46M | 0.53% | +229+1.0% | Added |
| Curbstone Financial Management Corp | 23,870 | $3.46M | 0.86% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 23,943 | $3.47M | 0.26% | +150+0.6% | Added |
| Certified Advisory Corp | 55,025 | $3.48M | 0.64% | +33,257+152.8% | Added |
| Studio Investment Management LLC | 23,977 | $3.48M | 0.97% | +1,206+5.3% | Added |
| Winch Advisory Services, LLC | 24,089 | $3.49M | 1.28% | −160−0.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 24,089 | $3.49M | 1.15% | −379−1.5% | Reduced |
| PFG Investments, LLC | 24,126 | $3.50M | 0.66% | +2,459+11.3% | Added |
| Harbor Advisors LLC | 24,148 | $3.50M | 0.75% | 00.0% | Unchanged |
| Essex Savings Bank | 24,168 | $3.50M | 1.18% | +504+2.1% | Added |
| BBR Partners, LLC | 24,171 | $3.51M | 0.39% | +4,012+19.9% | Added |
| Grove Bank & Trust | 24,314 | $3.53M | 0.72% | +293+1.2% | Added |
| Trustco Bank Corp N Y | 24,369 | $3.53M | 4.03% | −175−0.7% | Reduced |
| Mystic Asset Management, Inc. | 24,372 | $3.53M | 1.99% | −104−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 24,395 | $3.54M | 0.35% | −1,559−6.0% | Reduced |
| Charles Schwab Trust Co | 24,396 | $3.54M | 0.40% | +253+1.0% | Added |
| Triasima Portfolio Management inc. | 24,408 | $3.54M | 0.32% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 24,425 | $3.54M | 1.22% | +915+3.9% | Added |
| Financial Advocates Investment Management | 24,432 | $3.54M | 0.26% | +213+0.9% | Added |
| Signet Investment Advisory Group, Inc. | 24,432 | $3.54M | 2.35% | +792+3.4% | Added |
| Benjamin Edwards Inc | 24,478 | $3.55M | 0.84% | +7,344+42.9% | Added |
| VisionPoint Advisory Group, LLC | 24,489 | $3.55M | 1.52% | +1,978+8.8% | Added |
| Argus Investors' Counsel, Inc. | 24,514 | $3.56M | 2.56% | −56−0.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,518 | $3.56M | 2.33% | −49−0.2% | Reduced |
| Roanoke Asset Management Corp | 24,535 | $3.56M | 1.46% | −63−0.3% | Reduced |
| Grandfield & Dodd, LLC | 24,549 | $3.56M | 0.26% | −137−0.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 24,736 | $3.59M | 0.77% | −10,046−28.9% | Reduced |
| Blume Capital Management, Inc. | 24,743 | $3.59M | 1.07% | −2,477−9.1% | Reduced |
| SeaBridge Investment Advisors LLC | 24,929 | $3.62M | 1.19% | −51−0.2% | Reduced |
| Greenfield Savings Bank | 24,930 | $3.62M | 2.27% | +24,930 | New |
| Change Path, LLC | 24,950 | $3.62M | 0.26% | −5,967−19.3% | Reduced |
| Team Hewins, LLC | 24,953 | $3.62M | 0.83% | +24,953 | New |
| B.O.S.S. Retirement Advisors, LLC | 24,954 | $3.62M | 0.78% | +2,409+10.7% | Added |
| Mathes Company, Inc. | 20,240 | $3.62M | 1.68% | −4,701−18.8% | Reduced |
| S&CO Inc | 24,999 | $3.63M | 0.30% | +200+0.8% | Added |
| Eos Management, L.P. | 25,000 | $3.63M | 1.70% | 00.0% | Unchanged |
| Syon Capital LLC | 25,010 | $3.63M | 0.45% | +25,010 | New |
| Proquility Private Wealth Partners, LLC | 25,011 | $3.63M | 1.49% | −171−0.7% | Reduced |
| Midwest Professional Planners, LTD. | 25,042 | $3.63M | 1.63% | +1,696+7.3% | Added |
| High Note Wealth, LLC | 25,082 | $3.64M | 1.50% | +199+0.8% | Added |
| Founders Financial Alliance, LLC | 25,089 | $3.64M | 1.59% | −1,106−4.2% | Reduced |
| Marks Group Wealth Management, Inc | 25,091 | $3.64M | 0.45% | −1,304−4.9% | Reduced |
| Octavia Wealth Advisors, LLC | 25,106 | $3.64M | 0.74% | +1,205+5.0% | Added |
| Investment Research & Advisory Group, Inc. | 25,176 | $3.65M | 2.09% | −90.0% | Reduced |
| Owen LaRue, LLC | 25,189 | $3.65M | 4.02% | +10,436+70.7% | Added |
| Sterling Investment Advisors, Ltd. | 25,189 | $3.65M | 1.28% | −493−1.9% | Reduced |
| Lincoln Capital Corp | 25,217 | $3.66M | 1.97% | −627−2.4% | Reduced |
| Continuum Advisory, LLC | 51,611 | $3.66M | 0.59% | +326+0.6% | Added |
| Evoke Wealth, LLC | 25,269 | $3.66M | 0.13% | −1,355−5.1% | Reduced |
| Rowland & Co Investment Counsel | 25,333 | $3.67M | 0.91% | +1,496+6.3% | Added |
| Gradient Capital Advisors, LLC | 25,375 | $3.68M | 1.54% | +734+3.0% | Added |
| Mechanics Financial Corp | 25,388 | $3.68M | 2.03% | −50−0.2% | Reduced |
| Financial Advisory Partners, LLC | 25,407 | $3.68M | 1.49% | −14−0.1% | Reduced |
| United Bank | 25,440 | $3.69M | 2.21% | −581−2.2% | Reduced |
| Modus Advisors, LLC | 25,458 | $3.69M | 1.61% | +292+1.2% | Added |
| Affinity Investment Advisors, LLC | 25,470 | $3.69M | 2.38% | −377−1.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 25,480 | $3.69M | 0.04% | 00.0% | Unchanged |
| Vident Advisory, LLC | 25,498 | $3.70M | 0.11% | +25,498 | New |
| WD Rutherford LLC | 25,505 | $3.70M | 2.54% | +2,485+10.8% | Added |
| Pinnacle Bancorp, Inc. | 25,520 | $3.70M | 1.32% | −6,783−21.0% | Reduced |
| Slagle Financial, LLC | 25,570 | $3.71M | 2.27% | +1,256+5.2% | Added |
| Lee Danner & Bass Inc | 25,580 | $3.71M | 0.34% | −175−0.7% | Reduced |
| Union Heritage Capital, LLC | 25,600 | $3.71M | 2.11% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 25,612 | $3.71M | 4.11% | +110+0.4% | Added |
| Caas Capital Management LP | 25,645 | $3.72M | 0.83% | +25,645 | New |
| StrategIQ Financial Group, LLC | 25,647 | $3.72M | 0.43% | −2,789−9.8% | Reduced |
| Liberty Capital Management, Inc. | 25,660 | $3.72M | 1.10% | +302+1.2% | Added |
| NWF Advisory Services Inc. | 25,667 | $3.72M | 0.88% | −1,054−3.9% | Reduced |