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 |
|---|---|---|---|---|---|
| David R. Rahn & Associates Inc. | 1,576 | $228.6K | 0.12% | +1,576 | New |
| Riverstone Advisors, LLC | 1,579 | $229.0K | 0.16% | −213−11.9% | Reduced |
| Sage Capital Advisors,llc | 1,581 | $229.3K | 0.08% | +30+1.9% | Added |
| Kendall Capital Management | 1,596 | $231.0K | 0.10% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,608 | $233.2K | 0.00% | −403−20.0% | Reduced |
| Copperleaf Capital, LLC | 1,608 | $233.2K | 0.25% | +31+2.0% | Added |
| Graham Capital Wealth Management, LLC | 1,605 | $233.4K | 0.55% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,610 | $233.5K | 0.21% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 1,673 | $234.0K | 0.13% | −93,620−98.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,615 | $234.2K | 0.14% | 00.0% | Unchanged |
| Petix & Botte Co | 1,616 | $234.4K | 0.07% | +1,616 | New |
| Smallwood Wealth Investment Management, LLC | 1,617 | $234.5K | 0.21% | +1,617 | New |
| Jacobson & Schmitt Advisors, LLC | 1,624 | $235.5K | 0.07% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,625 | $235.7K | 0.21% | −750−31.6% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,627 | $235.9K | 0.11% | +88+5.7% | Added |
| KFG Wealth Management, LLC | 1,631 | $236.5K | 0.13% | +93+6.0% | Added |
| DAGCO, Inc. | 2,132 | $236.8K | 0.14% | −11,735−84.6% | Reduced |
| Detalus Advisors, LLC | 1,635 | $237.1K | 0.11% | −100−5.8% | Reduced |
| Rain Capital Management, LLC | 1,640 | $237.8K | 0.23% | +26+1.6% | Added |
| Matthew Goff Investment Advisor, LLC | 1,640 | $237.8K | 0.06% | −712−30.3% | Reduced |
| Elequin Capital LP | 1,642 | $238.1K | 0.05% | +1,642 | New |
| Manchester Financial Inc | 1,647 | $238.8K | 0.07% | −532−24.4% | Reduced |
| Morling Financial Advisors, LLC | 1,648 | $239.0K | 0.24% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 1,648 | $239.1K | 0.13% | +65+4.1% | Added |
| Client 1st Advisory Group, LLC | 1,650 | $239.3K | 0.13% | −15−0.9% | Reduced |
| Rebalance, LLC | 1,650 | $239.3K | 0.02% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 1,654 | $239.9K | 0.11% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,655 | $240.0K | 0.04% | +125+8.2% | Added |
| East Coast Asset Management, LLC. | 1,656 | $240.2K | 0.11% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 1,657 | $240.3K | 0.12% | +359+27.7% | Added |
| Trevian Wealth Management LLC | 1,662 | $241.0K | 0.22% | +20+1.2% | Added |
| Covestor Ltd | 1,669 | $242.0K | 0.18% | +403+31.8% | Added |
| TNF LLC | 1,670 | $242.7K | 0.11% | −319−16.0% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,674 | $242.8K | 0.14% | +2+0.1% | Added |
| Boyd Wealth Management, LLC | 1,677 | $243.2K | 0.16% | +150+9.8% | Added |
| Sonoma Private Wealth LLC | 1,679 | $243.5K | 0.44% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,684 | $244.2K | 0.08% | +1,684 | New |
| Western Pacific Wealth Management, LP | 1,686 | $244.5K | 0.20% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,689 | $244.9K | 0.12% | +34+2.1% | Added |
| Ade, LLC | 1,692 | $245.3K | 0.19% | +1+0.1% | Added |
| Asset Management Group, Inc. | 1,694 | $245.6K | 0.05% | +64+3.9% | Added |
| Capital Counsel LLC | 1,694 | $245.7K | 0.01% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 1,695 | $245.8K | 0.18% | −33−1.9% | Reduced |
| Riversedge Advisors, LLC | 1,700 | $246.5K | 0.07% | +225+15.3% | Added |
| Lakeside Advisors, INC. | 1,704 | $247.1K | 0.19% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,705 | $247.3K | 0.13% | +66+4.0% | Added |
| Syverson Strege & Co | 1,706 | $247.4K | 0.11% | +48+2.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,707 | $247.7K | 0.14% | +1,707 | New |
| Waller Financial Planning Group, Inc | 1,713 | $248.4K | 0.07% | −90−5.0% | Reduced |
| First Wilshire Securities Management Inc | 1,719 | $249.0K | 0.09% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 1,718 | $249.1K | 0.21% | +25+1.5% | Added |
| Lifestyle Asset Management, Inc. | 1,719 | $249.3K | 0.15% | −25−1.4% | Reduced |
| Ewa, LLC | 1,713 | $249.7K | 0.16% | +214+14.3% | Added |
| RIA Advisory Group LLC | 1,724 | $250.0K | 0.11% | −48−2.7% | Reduced |
| Annapolis Financial Services, LLC | 1,730 | $250.9K | 0.07% | +3+0.2% | Added |
| Baron Financial Group, LLC | 1,730 | $250.9K | 0.16% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,731 | $251.0K | 0.16% | −27−1.5% | Reduced |
| Asset Management Resources, LLC | 1,731 | $251.0K | 0.16% | −141−7.5% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,736 | $251.8K | 0.25% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,737 | $251.9K | 0.18% | +1+0.1% | Added |
| Jackson Thornton Asset Management, LLC | 1,739 | $252.2K | 0.05% | +127+7.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,740 | $252.3K | 0.16% | 00.0% | Unchanged |
| Capital Planning LLC | 1,745 | $253.1K | 0.10% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 1,753 | $254.2K | 0.22% | −20−1.1% | Reduced |
| David J Yvars Group | 1,757 | $254.8K | 0.21% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,758 | $254.9K | 0.01% | −7,735−81.5% | Reduced |
| Rockbridge Investment Management, LCC | 1,763 | $255.7K | 0.05% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,766 | $256.1K | 0.21% | +32+1.8% | Added |
| Argonautica Private Wealth Management, Inc | 1,775 | $257.4K | 0.12% | +1,775 | New |
| Hillsdale Investment Management Inc. | 1,780 | $258.1K | 0.02% | +810+83.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 1,781 | $258.2K | 0.18% | −265−13.0% | Reduced |
| JMG Financial Group, Ltd. | 1,785 | $258.9K | 0.01% | +335+23.1% | Added |
| Barings LLC | 1,790 | $259.6K | 0.01% | −1,244−41.0% | Reduced |
| Facet Wealth, Inc. | 1,885 | $262.1K | 0.01% | +1,885 | New |
| Van Leeuwen & Company, LLC | 1,809 | $262.3K | 0.16% | +11+0.6% | Added |
| Ameraudi Asset Management, Inc. | 1,816 | $263.4K | 0.13% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,826 | $264.7K | 0.15% | −384−17.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,528 | $264.8K | 0.25% | −15−1.0% | Reduced |
| Smith Shellnut Wilson LLC | 1,832 | $265.7K | 0.16% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1,834 | $266.0K | 0.03% | +1,834 | New |
| Sanchez Wealth Management Group | 1,834 | $266.0K | 0.11% | +18+1.0% | Added |
| Helen Stephens Group, LLC | 1,837 | $266.4K | 0.14% | +21+1.2% | Added |
| Etfidea, LLC | 1,837 | $266.4K | 0.11% | 00.0% | Unchanged |
| Schiavi & Co LLC | 1,847 | $267.9K | 0.11% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 1,848 | $268.0K | 0.17% | −400−17.8% | Reduced |
| HFR Wealth Management, LLC | 1,845 | $268.0K | 0.08% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,858 | $269.0K | 0.05% | −9−0.5% | Reduced |
| Defender Capital, LLC. | 1,857 | $269.3K | 0.10% | 00.0% | Unchanged |
| TMD Wealth Management, LLC | 1,862 | $270.0K | 0.08% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,863 | $270.1K | 0.39% | −8,686−82.3% | Reduced |
| Denver Wealth Management, Inc. | 1,865 | $270.5K | 0.17% | +117+6.7% | Added |
| Prentiss Smith & Co Inc | 1,869 | $271.0K | 0.20% | −87−4.4% | Reduced |
| American Planning Services, Inc. | 1,869 | $271.1K | 0.18% | 00.0% | Unchanged |
| Burton Enright Welch | 1,869 | $271.1K | 0.08% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,870 | $271.2K | 0.09% | −130−6.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,870 | $271.2K | 0.14% | −5−0.3% | Reduced |
| McDonough Capital Management, Inc | 1,866 | $271.6K | 0.26% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,879 | $272.5K | 0.04% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 1,880 | $272.6K | 0.17% | −28−1.5% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,891 | $274.2K | 0.10% | +76+4.2% | Added |