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; 5,157 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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Raymond James Trust Co. of NH | 1,892 | $274.4K | 3.59% | −48−2.5% | Reduced |
| KFA Private Wealth Group, LLC | 1,900 | $275.6K | 0.11% | +100+5.6% | Added |
| Columbus Macro, LLC | 1,901 | $275.7K | 0.12% | −59−3.0% | Reduced |
| Resource Planning Group | 1,902 | $275.8K | 0.23% | −393−17.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,903 | $276.0K | 0.14% | −782−29.1% | Reduced |
| TCP Asset Management, LLC | 1,905 | $276.3K | 0.12% | −17−0.9% | Reduced |
| Adams Wealth Management | 1,908 | $276.7K | 0.09% | −20−1.0% | Reduced |
| Redwood Wealth Management Group, LLC | 1,909 | $276.9K | 0.32% | +1+0.1% | Added |
| Capstone Triton Financial Group, LLC | 1,922 | $278.7K | 0.20% | +18+0.9% | Added |
| Raub Brock Capital Management LP | 1,922 | $278.7K | 0.06% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 1,927 | $279.0K | 0.16% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,932 | $280.2K | 0.16% | −165−7.9% | Reduced |
| Front Street Capital Management, Inc. | 1,937 | $281.0K | 0.06% | −50−2.5% | Reduced |
| WESPAC Advisors, LLC | 1,948 | $282.5K | 0.21% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 1,951 | $282.9K | 0.17% | +38+2.0% | Added |
| MPS Loria Financial Planners, LLC | 1,952 | $283.1K | 0.11% | +441+29.2% | Added |
| Beacon Investment Advisors LLC | 1,953 | $283.2K | 0.20% | +7+0.4% | Added |
| Horizon Family Wealth, Inc. | 1,955 | $283.5K | 0.27% | +12+0.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,958 | $283.9K | 0.15% | +1,958 | New |
| Garrison Asset Management, LLC | 1,959 | $284.1K | 0.17% | 00.0% | Unchanged |
| Kearns & Associates LLC | 1,960 | $284.2K | 0.27% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 1,962 | $284.5K | 0.13% | +246+14.3% | Added |
| Palo Alto Wealth Advisors, LLC | 1,964 | $284.8K | 0.24% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 1,966 | $285.1K | 0.01% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 1,968 | $285.4K | 0.18% | +1,968 | New |
| Compass Financial Group, INC | 1,970 | $285.8K | 0.09% | +5+0.3% | Added |
| Intelligence Driven Advisers, LLC | 2,000 | $286.6K | 0.05% | −148−6.9% | Reduced |
| EdgeRock Capital LLC | 1,977 | $286.7K | 0.17% | +1,977 | New |
| Encompass Wealth Advisors, LLC | 1,988 | $288.2K | 0.10% | −196−9.0% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,994 | $289.2K | 0.25% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,996 | $289.5K | 0.07% | +1,996 | New |
| Knuff & Co LLC | 2,002 | $290.3K | 0.12% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,003 | $290.4K | 0.03% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 2,014 | $291.9K | 0.13% | +501+33.1% | Added |
| BCS Wealth Management | 2,012 | $292.0K | 0.12% | +443+28.2% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 2,014 | $292.0K | 0.18% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,019 | $292.8K | 0.15% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,025 | $293.7K | 0.20% | −3−0.1% | Reduced |
| Arcadia Investment Management Corp | 2,027 | $294.0K | 0.06% | 00.0% | Unchanged |
| Exeter Financial, LLC | 2,028 | $294.1K | 0.16% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,029 | $294.2K | 0.33% | −2,330−53.5% | Reduced |
| One Day In July LLC | 2,034 | $295.0K | 0.05% | +2,034 | New |
| JJJ Advisors Inc. | 2,036 | $295.3K | 0.08% | +711+53.7% | Added |
| Three Bridge Wealth Advisors, LLC | 2,040 | $295.8K | 0.12% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,049 | $297.1K | 0.09% | 00.0% | Unchanged |
| First Pacific Financial | 2,051 | $297.4K | 0.13% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 2,052 | $297.6K | 0.04% | +245+13.6% | Added |
| Rice Hall James & Associates, LLC | 2,058 | $298.5K | 0.02% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 2,063 | $299.0K | 0.10% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 2,063 | $299.2K | 0.31% | −170−7.6% | Reduced |
| Conestoga Capital Advisors, LLC | 2,066 | $299.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,068 | $299.9K | 0.07% | +894+76.1% | Added |
| Vista Private Wealth Partners. LLC | 2,095 | $300.4K | 0.13% | +236+12.7% | Added |
| Norwood Financial Corp | 2,073 | $300.6K | 0.49% | +15+0.7% | Added |
| Catalyst Private Wealth, LLC | 2,091 | $303.2K | 0.18% | +64+3.2% | Added |
| Wealth Quarterback LLC | 2,092 | $303.4K | 0.26% | +38+1.9% | Added |
| Cornerstone Retirement Group, Inc. | 2,092 | $303.4K | 0.09% | −133−6.0% | Reduced |
| Clean Yield Group | 2,078 | $303.7K | 0.13% | −147−6.6% | Reduced |
| Beacon Capital Management, LLC | 2,090 | $304.0K | 0.08% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 2,099 | $304.0K | 0.06% | +2,099 | New |
| CSS LLC | 2,100 | $304.5K | 0.03% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,119 | $304.6K | 0.24% | +2+0.1% | Added |
| Marex Group plc | 2,102 | $304.8K | 0.04% | +724+52.5% | Added |
| Nalls Sherbakoff Group, LLC | 2,108 | $305.7K | 0.30% | −317−13.1% | Reduced |
| Verus Financial Partners, Inc. | 2,069 | $306.2K | 0.04% | +10.0% | Added |
| Waterford Advisors, LLC | 2,117 | $307.0K | 0.17% | +325+18.1% | Added |
| Sykon Capital LLC | 2,119 | $307.3K | 0.13% | +2,119 | New |
| Consilio Wealth Advisors, LLC | 2,157 | $307.9K | 0.18% | −305−12.4% | Reduced |
| Kaizen Financial Strategies | 2,137 | $309.9K | 0.26% | +4+0.2% | Added |
| Wealthspan Partners, LLC | 2,140 | $310.4K | 0.25% | −98−4.4% | Reduced |
| MGO Private Wealth, LLC | 2,144 | $310.9K | 0.23% | +2,144 | New |
| Mezzasalma Advisors, LLC | 2,151 | $311.9K | 0.19% | +68+3.3% | Added |
| Inspire Advisors, LLC | 2,152 | $312.1K | 0.06% | +46+2.2% | Added |
| Rooted Wealth Advisors, Inc. | 2,048 | $313.0K | 0.19% | −130−6.0% | Reduced |
| Tucker Asset Management LLC | 2,161 | $313.4K | 0.08% | +261+13.7% | Added |
| Compton Financial Group, LLC | 2,165 | $314.0K | 0.12% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 2,168 | $314.4K | 0.11% | +108+5.2% | Added |
| Financial Advisors Network, Inc. | 2,170 | $314.7K | 0.07% | +2,170 | New |
| New World Advisors LLC | 2,174 | $315.3K | 0.11% | +202+10.2% | Added |
| Beirne Wealth Consulting Services, LLC | 2,169 | $315.5K | 0.25% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,179 | $316.0K | 0.10% | +91+4.4% | Added |
| Act Wealth Management, LLC | 2,184 | $316.7K | 0.21% | +34+1.6% | Added |
| Strategic Financial Concepts, LLC | 2,193 | $318.0K | 0.11% | +185+9.2% | Added |
| Acorn Financial Advisory Services Inc | 2,200 | $318.2K | 0.06% | −200−8.3% | Reduced |
| Level Financial Advisors, Inc. | 2,194 | $318.2K | 0.18% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 2,200 | $319.0K | 0.03% | −100−4.3% | Reduced |
| Madison Wealth Management | 2,202 | $319.4K | 0.07% | −87−3.8% | Reduced |
| RWM Asset Management, LLC | 2,205 | $319.8K | 0.06% | +2,205 | New |
| Marshall Financial Group Inc | 2,205 | $319.8K | 0.13% | +14+0.6% | Added |
| Arcus Capital Partners, LLC | 2,207 | $320.1K | 0.10% | 00.0% | Unchanged |
| Sensible Money, LLC | 2,224 | $322.5K | 0.23% | +3+0.1% | Added |
| Thrive Capital Management, LLC | 2,225 | $322.6K | 0.18% | +341+18.1% | Added |
| Castleview Partners, LLC | 2,225 | $322.7K | 0.30% | −81−3.5% | Reduced |
| Gouws Capital LLC | 2,225 | $322.7K | 0.27% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 2,220 | $323.0K | 0.21% | +1,145+106.5% | Added |
| Alterna Wealth Management, Inc | 2,238 | $324.6K | 0.41% | +122+5.8% | Added |
| Lakewood Asset Management LLC | 2,238 | $324.6K | 0.26% | +7+0.3% | Added |
| Clay Northam Wealth Management, LLC | 2,241 | $325.0K | 0.32% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 2,244 | $325.5K | 0.13% | +640+39.9% | Added |
| Permit Capital, LLC | 2,250 | $326.3K | 0.14% | 00.0% | Unchanged |