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 |
|---|---|---|---|---|---|
| Source Financial Advisors LLC | 29,343 | $4.26M | 1.44% | −1,193−3.9% | Reduced |
| Strategic Financial Services, Inc, | 29,366 | $4.26M | 0.33% | −728−2.4% | Reduced |
| First Business Financial Services, Inc. | 29,373 | $4.26M | 0.54% | +906+3.2% | Added |
| Redwood Investments, LLC | 29,408 | $4.26M | 0.58% | −6,634−18.4% | Reduced |
| MV Capital Management, Inc. | 29,410 | $4.27M | 0.57% | +410+1.4% | Added |
| Atlas Wealth LLC | 29,423 | $4.27M | 0.80% | −309−1.0% | Reduced |
| RFG Advisory, LLC | 29,464 | $4.27M | 0.19% | −433−1.4% | Reduced |
| Independence Bank of Kentucky | 29,511 | $4.28M | 1.81% | −450−1.5% | Reduced |
| Amarillo National Bank | 29,514 | $4.28M | 0.90% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 29,558 | $4.29M | 0.46% | −492−1.6% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 29,600 | $4.29M | 0.01% | +29,600 | New |
| Wasatch Advisors Inc | 29,630 | $4.30M | 0.03% | −2,529−7.9% | Reduced |
| Atomi Financial Group, Inc. | 29,645 | $4.30M | 1.44% | +599+2.1% | Added |
| Gunn & Co Investment Management, Inc. | 29,663 | $4.30M | 3.78% | +29,663 | New |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $4.31M | 1.62% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29,728 | $4.31M | 0.75% | −1,374−4.4% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $4.32M | 0.32% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 29,827 | $4.33M | 0.48% | −11,313−27.5% | Reduced |
| Verition Fund Management LLC | 29,849 | $4.33M | 0.06% | −30,049−50.2% | Reduced |
| Wealth Effects LLC | 29,872 | $4.33M | 2.14% | −297−1.0% | Reduced |
| Headinvest, LLC | 30,139 | $4.33M | 0.94% | −60.0% | Reduced |
| Hodges Capital Management Inc. | 29,918 | $4.34M | 0.52% | −7,163−19.3% | Reduced |
| Allen Holding Inc | 30,000 | $4.35M | 0.61% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.35M | 1.07% | 00.0% | Unchanged |
| Connable Office Inc | 30,003 | $4.35M | 0.60% | −1,252−4.0% | Reduced |
| Anchor Investment Management, LLC | 30,004 | $4.35M | 0.57% | +491+1.7% | Added |
| Two Sigma Securities, LLC | 30,029 | $4.35M | 0.20% | +27,993+1,374.9% | Added |
| Covenant Asset Management, LLC | 30,054 | $4.36M | 1.34% | +133+0.4% | Added |
| Csenge Advisory Group | 30,098 | $4.36M | 0.30% | +414+1.4% | Added |
| RDA Financial Network | 30,105 | $4.37M | 1.89% | +266+0.9% | Added |
| BlueCrest Capital Management Ltd | 30,173 | $4.38M | 0.68% | +17,345+135.2% | Added |
| 9258 Wealth Management, LLC | 30,185 | $4.38M | 0.85% | +527+1.8% | Added |
| Clarity Wealth Advisors, LLC | 30,258 | $4.39M | 1.99% | +2,371+8.5% | Added |
| Monarch Capital Management Inc | 30,310 | $4.40M | 1.41% | −20−0.1% | Reduced |
| Americana Partners, LLC | 30,608 | $4.40M | 0.48% | −2,075−6.3% | Reduced |
| Fairhaven Wealth Management, LLC | 30,393 | $4.41M | 1.76% | +90+0.3% | Added |
| Univest Financial Corp | 30,455 | $4.42M | 1.47% | −3,282−9.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 30,541 | $4.43M | 1.61% | +611+2.0% | Added |
| Churchill Management Corp | 30,622 | $4.44M | 0.08% | +778+2.6% | Added |
| SYSTM Wealth Solutions LLC | 30,637 | $4.44M | 0.68% | −3,693−10.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 30,668 | $4.45M | 0.28% | −4,371−12.5% | Reduced |
| Investors Asset Management of Georgia Inc | 31,196 | $4.46M | 2.47% | +20.0% | Added |
| First National Advisers, LLC | 30,812 | $4.47M | 2.00% | +14,442+88.2% | Added |
| MTM Investment Management, LLC | 30,848 | $4.47M | 2.26% | −200−0.6% | Reduced |
| Hengehold Capital Management LLC | 30,856 | $4.47M | 0.58% | +369+1.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 30,894 | $4.48M | 1.49% | +572+1.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 30,930 | $4.49M | 2.36% | +1,580+5.4% | Added |
| Hamilton Point Investment Advisors, LLC | 30,953 | $4.49M | 1.11% | −1,475−4.5% | Reduced |
| Cigna Investments Inc | 30,989 | $4.49M | 1.03% | −4,483−12.6% | Reduced |
| Synergy Financial Management, LLC | 31,003 | $4.50M | 0.89% | +9,694+45.5% | Added |
| BFSG, LLC | 31,034 | $4.50M | 0.73% | +3,842+14.1% | Added |
| Ironvine Capital Partners, LLC | 31,163 | $4.52M | 0.58% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 31,271 | $4.54M | 0.49% | −9,295−22.9% | Reduced |
| EPG Wealth Management LLC | 31,292 | $4.54M | 1.37% | +157+0.5% | Added |
| Little House Capital LLC | 31,304 | $4.54M | 1.86% | +4,469+16.7% | Added |
| Silvant Capital Management LLC | 31,340 | $4.54M | 0.27% | 00.0% | Unchanged |
| Summit Global Investments | 31,365 | $4.55M | 0.30% | −26,454−45.8% | Reduced |
| Tiedemann Advisors, LLC | 31,423 | $4.56M | 0.20% | +7,983+34.1% | Added |
| Pegasus Asset Management, Inc. | 31,423 | $4.56M | 2.12% | +364+1.2% | Added |
| Belpointe Asset Management LLC | 31,582 | $4.58M | 0.47% | −1,115−3.4% | Reduced |
| Fairfield, Bush & Co. | 31,597 | $4.58M | 2.99% | −17,800−36.0% | Reduced |
| Abbot Financial Management, Inc. | 31,619 | $4.59M | 3.08% | −334−1.0% | Reduced |
| Clarius Group, LLC | 31,647 | $4.59M | 0.44% | −8,061−20.3% | Reduced |
| Nilsine Partners, LLC | 31,660 | $4.59M | 0.69% | +491+1.6% | Added |
| Alpha DNA Investment Management LLC | 31,664 | $4.59M | 2.95% | −751−2.3% | Reduced |
| Comerica Securities,inc. | 31,797 | $4.61M | 0.38% | −3,757−10.6% | Reduced |
| Romano Brothers and Company | 31,805 | $4.61M | 0.72% | +252+0.8% | Added |
| WealthPLAN Partners, LLC | 31,861 | $4.62M | 0.54% | +9,160+40.4% | Added |
| L2 Asset Management, LLC | 1,182 | $4.62M | 2.22% | −29,034−96.1% | Reduced |
| Nicholas Investment Partners, LP | 31,897 | $4.63M | 0.35% | 00.0% | Unchanged |
| Lincoln Capital LLC | 31,916 | $4.63M | 1.21% | −264−0.8% | Reduced |
| Centaurus Financial, Inc. | 31,930 | $4.63M | 0.40% | +5,395+20.3% | Added |
| Mission Wealth Management, LP | 31,956 | $4.63M | 0.18% | +1,838+6.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 31,970 | $4.64M | 3.54% | −3,920−10.9% | Reduced |
| Argent Advisors, Inc. | 31,982 | $4.64M | 2.12% | −3,319−9.4% | Reduced |
| SeaCrest Wealth Management, LLC | 32,005 | $4.64M | 0.60% | −6,329−16.5% | Reduced |
| Bedel Financial Consulting, Inc. | 32,088 | $4.65M | 0.94% | +798+2.6% | Added |
| Bedel Financial Consulting Inc | 32,088 | $4.65M | 0.94% | +32,088 | New |
| Duff & Phelps Investment Management Co | 32,122 | $4.66M | 0.06% | +70.0% | Added |
| Nikulski Financial, Inc. | 32,189 | $4.67M | 1.93% | +844+2.7% | Added |
| Field & Main Bank | 32,219 | $4.67M | 2.19% | +13,348+70.7% | Added |
| Chapin Davis, Inc. | 32,245 | $4.68M | 2.23% | +850+2.7% | Added |
| Brooks, Moore & Associates, Inc. | 32,287 | $4.68M | 3.54% | −464−1.4% | Reduced |
| Bank of New Hampshire | 32,299 | $4.68M | 1.40% | −352−1.1% | Reduced |
| Paradigm Financial Partners, LLC | 32,829 | $4.68M | 1.29% | +203+0.6% | Added |
| CAPROCK Group, Inc. | 32,305 | $4.69M | 0.35% | +61+0.2% | Added |
| Saber Capital Managment, LLC | 32,389 | $4.70M | 8.27% | +240+0.7% | Added |
| Fifth Third Wealth Advisors LLC | 32,397 | $4.70M | 1.90% | +7,406+29.6% | Added |
| E&G Advisors, LP | 32,397 | $4.70M | 1.72% | −130−0.4% | Reduced |
| Washington Trust Advisors, Inc. | 32,407 | $4.70M | 0.48% | +284+0.9% | Added |
| NorthRock Partners, LLC | 32,539 | $4.72M | 0.49% | +5,353+19.7% | Added |
| Greenline Partners, LLC | 32,576 | $4.72M | 0.89% | −79−0.2% | Reduced |
| IFG Advisory, LLC | 32,597 | $4.73M | 0.40% | −507−1.5% | Reduced |
| Golden State Equity Partners | 32,598 | $4.73M | 1.32% | +1,814+5.9% | Added |
| apricus wealth, LLC | 32,023 | $4.74M | 4.14% | −1,210−3.6% | Reduced |
| Centre Asset Management, LLC | 32,706 | $4.74M | 1.16% | −1,141−3.4% | Reduced |
| Arden Trust Co | 32,785 | $4.75M | 0.79% | −1,571−4.6% | Reduced |
| Qtron Investments LLC | 32,834 | $4.76M | 0.91% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 32,850 | $4.76M | 4.24% | −160.0% | Reduced |
| Charles Carroll Financial Partners, LLC | 32,905 | $4.77M | 5.93% | 00.0% | Unchanged |