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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 25,703 | $3.73M | 0.58% | −8,029−23.8% | Reduced |
| Am Investment Strategies LLC | 25,778 | $3.74M | 1.21% | +23+0.1% | Added |
| Shoker Investment Counsel, Inc. | 25,784 | $3.74M | 1.62% | −158−0.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 25,786 | $3.74M | 0.44% | −1,271−4.7% | Reduced |
| Papp L Roy & Associates | 25,800 | $3.74M | 0.51% | +635+2.5% | Added |
| Scott & Selber, Inc. | 25,808 | $3.74M | 1.55% | −61−0.2% | Reduced |
| Parisi Gray Wealth Management | 25,837 | $3.75M | 1.70% | +507+2.0% | Added |
| TrinityPoint Wealth, LLC | 25,928 | $3.76M | 0.75% | −46−0.2% | Reduced |
| LJI Wealth Management, LLC | 25,986 | $3.77M | 1.08% | −275,062−91.4% | Reduced |
| Citizens & Northern Corp | 26,022 | $3.77M | 1.52% | −548−2.1% | Reduced |
| Alta Capital Management LLC | 26,039 | $3.78M | 0.27% | −508−1.9% | Reduced |
| Rehmann Capital Advisory Group | 26,122 | $3.79M | 0.35% | −157−0.6% | Reduced |
| KLCM Advisors, Inc. | 26,192 | $3.80M | 0.71% | +128+0.5% | Added |
| GM Advisory Group, Inc. | 26,240 | $3.81M | 0.31% | +194+0.7% | Added |
| Fullerton Fund Management Co Ltd. | 26,266 | $3.81M | 0.27% | +16,449+167.6% | Added |
| Uncommon Cents Investing LLC | 26,285 | $3.81M | 1.40% | +570+2.2% | Added |
| Accurate Wealth Management, LLC | 25,891 | $3.82M | 1.20% | +1,314+5.3% | Added |
| Wedmont Private Capital | 26,390 | $3.82M | 0.39% | +2,188+9.0% | Added |
| Prosperity Consulting Group, LLC | 26,418 | $3.83M | 1.76% | +6,736+34.2% | Added |
| Atlas Brown,Inc. | 26,431 | $3.83M | 1.75% | +125+0.5% | Added |
| Legacy CG, LLC | 26,452 | $3.84M | 1.78% | +993+3.9% | Added |
| Long Run Wealth Advisors, LLC | 26,485 | $3.84M | 1.25% | +105+0.4% | Added |
| Mountain Pacific Investment Advisers Inc | 26,578 | $3.85M | 0.27% | −976−3.5% | Reduced |
| J. W. Coons Advisors, LLC | 26,591 | $3.86M | 1.11% | −1,300−4.7% | Reduced |
| Monetary Management Group Inc | 26,619 | $3.86M | 1.29% | −3,600−11.9% | Reduced |
| Indiana Trust & Investment Management CO | 26,653 | $3.87M | 1.95% | +553+2.1% | Added |
| Vise Technologies, Inc. | 26,673 | $3.87M | 0.95% | +1,367+5.4% | Added |
| First PREMIER Bank | 26,728 | $3.88M | 1.19% | +6,017+29.1% | Added |
| EverSource Wealth Advisors, LLC | 26,749 | $3.88M | 0.41% | −755−2.7% | Reduced |
| FengHe Fund Management Pte. Ltd. | 26,800 | $3.89M | 0.92% | +12,200+83.6% | Added |
| RMR Wealth Builders | 26,911 | $3.90M | 0.62% | +3,348+14.2% | Added |
| Ethic Inc. | 26,984 | $3.91M | 0.14% | +7,607+39.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 27,000 | $3.92M | 0.67% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 27,018 | $3.92M | 1.01% | −506−1.8% | Reduced |
| Cornerstone Wealth Management, LLC | 27,047 | $3.92M | 0.37% | +2,188+8.8% | Added |
| Mattern Wealth Management LLC | 27,073 | $3.93M | 1.15% | +2,676+11.0% | Added |
| Piscataqua Savings Bank | 27,092 | $3.93M | 3.43% | −1,494−5.2% | Reduced |
| CFM Wealth Partners LLC | 27,160 | $3.94M | 1.03% | +867+3.3% | Added |
| Delta Capital Management LLC | 27,210 | $3.95M | 2.96% | −720−2.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 27,213 | $3.95M | 1.34% | +255+0.9% | Added |
| Malaga Cove Capital, LLC | 27,232 | $3.95M | 1.82% | −285−1.0% | Reduced |
| Hayek Kallen Investment Management | 27,239 | $3.95M | 1.77% | −133−0.5% | Reduced |
| Platform Technology Partners | 27,296 | $3.96M | 1.85% | +2,440+9.8% | Added |
| Altrius Capital Management Inc | 27,315 | $3.96M | 1.18% | +55+0.2% | Added |
| Hudson Capital Management LLC | 27,323 | $3.96M | 1.58% | −93−0.3% | Reduced |
| Sargent Investment Group, LLC | 27,347 | $3.97M | 0.96% | +3,477+14.6% | Added |
| Arlington Financial Advisors, LLC | 27,392 | $3.97M | 1.41% | −203−0.7% | Reduced |
| StoneX Group Inc. | 27,437 | $3.98M | 0.43% | +92+0.3% | Added |
| Goodwin Daniel L | 27,450 | $3.98M | 1.92% | −100−0.4% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 27,483 | $3.99M | 3.70% | −184−0.7% | Reduced |
| Doliver Advisors, LP | 27,495 | $3.99M | 1.20% | −179−0.6% | Reduced |
| Atlas Private Wealth Management | 27,535 | $3.99M | 2.14% | +429+1.6% | Added |
| Koshinski Asset Management, Inc. | 27,553 | $4.00M | 0.46% | −70.0% | Reduced |
| Icon Advisers Inc | 27,587 | $4.00M | 0.99% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27,601 | $4.00M | 1.32% | −3,527−11.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 27,605 | $4.00M | 0.35% | −2,697−8.9% | Reduced |
| Proequities, Inc. | 27,605 | $4.00M | 0.31% | +505+1.9% | Added |
| Montecito Bank & Trust | 27,650 | $4.01M | 0.94% | −223−0.8% | Reduced |
| AdvisorNet Financial, Inc | 27,670 | $4.01M | 0.36% | −6,160−18.2% | Reduced |
| Consolidated Investment Group LLC | 27,692 | $4.02M | 0.78% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 27,694 | $4.02M | 0.53% | +410+1.5% | Added |
| Act Two Investors LLC | 27,773 | $4.03M | 1.08% | 00.0% | Unchanged |
| Old Port Advisors | 27,830 | $4.04M | 1.46% | +27,830 | New |
| Moloney Securities Asset Management, LLC | 27,863 | $4.04M | 0.73% | −1,334−4.6% | Reduced |
| Enterprise Bank & Trust Co | 27,871 | $4.04M | 1.67% | −196−0.7% | Reduced |
| Financial Advisory Service, Inc. | 27,985 | $4.06M | 0.43% | +1,472+5.6% | Added |
| Monetta Financial Services Inc | 28,000 | $4.06M | 4.42% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 28,016 | $4.06M | 1.19% | +47+0.2% | Added |
| SkyOak Wealth, LLC | 28,019 | $4.06M | 1.19% | +71+0.3% | Added |
| Scissortail Wealth Management, LLC | 28,428 | $4.06M | 3.20% | +429+1.5% | Added |
| Valmark Advisers, Inc. | 28,051 | $4.07M | 0.08% | +1,259+4.7% | Added |
| Hall Capital Management Co Inc | 28,256 | $4.10M | 2.63% | −302−1.1% | Reduced |
| Athena Investment Management | 28,302 | $4.10M | 2.94% | −10.0% | Reduced |
| Buckhead Capital Management LLC | 28,369 | $4.11M | 1.71% | −1,270−4.3% | Reduced |
| Manhattan West Asset Management, LLC | 29,275 | $4.13M | 1.27% | +3,545+13.8% | Added |
| M Holdings Securities, Inc. | 28,504 | $4.13M | 0.55% | +24,309+579.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 28,509 | $4.13M | 1.22% | +67+0.2% | Added |
| Virginia Wealth Management Group, Inc. | 28,529 | $4.14M | 2.80% | −103−0.4% | Reduced |
| Aspiriant, LLC | 28,619 | $4.15M | 0.21% | +2,173+8.2% | Added |
| Mill Creek Capital Advisors, LLC | 28,684 | $4.16M | 0.14% | −2,457−7.9% | Reduced |
| Calamos Wealth Management LLC | 28,760 | $4.17M | 0.32% | +1,914+7.1% | Added |
| Richard Bernstein Advisors LLC | 28,786 | $4.17M | 0.09% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 28,789 | $4.17M | 0.20% | −2,575−8.2% | Reduced |
| Smithfield Trust Co | 28,815 | $4.17M | 0.26% | +1,876+7.0% | Added |
| Zevenbergen Capital Investments LLC | 28,798 | $4.18M | 0.11% | −155−0.5% | Reduced |
| Crystal Rock Capital Management | 28,843 | $4.18M | 3.19% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 28,931 | $4.20M | 0.65% | +3,657+14.5% | Added |
| Shelter Mutual Insurance Co | 29,000 | $4.21M | 1.17% | 00.0% | Unchanged |
| EULAV Asset Management | 29,012 | $4.21M | 0.15% | −6,988−19.4% | Reduced |
| Sunbelt Securities, Inc. | 29,143 | $4.23M | 0.58% | +1,345+4.8% | Added |
| Transamerica Financial Advisors, Inc. | 29,143 | $4.23M | 0.57% | +520+1.8% | Added |
| DF Dent & Co Inc | 29,162 | $4.23M | 0.06% | −35−0.1% | Reduced |
| Peddock Capital Advisors, LLC | 29,216 | $4.24M | 1.41% | +349+1.2% | Added |
| Brookmont Capital Management | 29,217 | $4.24M | 2.64% | −294−1.0% | Reduced |
| West Branch Capital LLC | 29,247 | $4.24M | 2.23% | −40−0.1% | Reduced |
| Triangle Securities Wealth Management | 29,258 | $4.24M | 1.51% | −76−0.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 29,267 | $4.24M | 0.34% | −26−0.1% | Reduced |
| Hudock, Inc. | 29,314 | $4.25M | 1.01% | −344−1.2% | Reduced |
| Lauterbach Financial Advisors, LLC | 29,325 | $4.25M | 3.34% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 29,329 | $4.25M | 0.25% | +445+1.5% | Added |