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 |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 2,257 | $327.3K | 0.05% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 2,257 | $327.3K | 0.42% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 2,259 | $327.6K | 0.23% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2,260 | $327.7K | 0.16% | −40−1.7% | Reduced |
| Willow Creek Wealth Management Inc. | 2,261 | $327.9K | 0.05% | −703−23.7% | Reduced |
| Hutchinson Capital Management | 2,266 | $328.6K | 0.08% | +77+3.5% | Added |
| Northern Capital Management, Inc. | 2,267 | $328.8K | 0.31% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 2,273 | $329.6K | 0.26% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 2,290 | $332.1K | 0.18% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,292 | $332.4K | 0.25% | −32−1.4% | Reduced |
| Somerville Kurt F | 2,294 | $332.7K | 0.07% | +264+13.0% | Added |
| Websterrogers Financial Advisors, LLC | 2,294 | $332.7K | 0.15% | +14+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 2,296 | $333.0K | 0.02% | −99,733−97.7% | Reduced |
| Vance Wealth, Inc. | 2,301 | $333.7K | 0.16% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 2,306 | $334.4K | 0.47% | +2+0.1% | Added |
| Tacita Capital Inc | 2,320 | $336.4K | 0.26% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,324 | $337.0K | 0.09% | −5−0.2% | Reduced |
| Tarbox Family Office, Inc. | 2,326 | $337.3K | 0.07% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 2,327 | $337.4K | 0.49% | +2+0.1% | Added |
| Fulcrum Equity Management | 2,340 | $339.3K | 0.40% | +2,340 | New |
| Wilson & Boucher Capital Management, LLC | 2,340 | $339.4K | 0.32% | 00.0% | Unchanged |
| Truadvice, LLC | 2,319 | $339.6K | 0.13% | −138−5.6% | Reduced |
| Planned Solutions, Inc. | 2,343 | $339.8K | 0.20% | −30−1.3% | Reduced |
| TAGStone Capital, Inc. | 2,343 | $340.0K | 0.25% | +117+5.3% | Added |
| Milestone Asset Management, LLC | 2,369 | $340.6K | 0.12% | +153+6.9% | Added |
| Heritage Financial Services, LLC | 2,349 | $340.7K | 0.07% | +615+35.5% | Added |
| Penn Davis McFarland Inc | 2,350 | $340.8K | 0.06% | 00.0% | Unchanged |
| Wealthgate Family Office, LLC | 2,360 | $342.2K | 1.06% | 00.0% | Unchanged |
| Granite FO LLC | 2,360 | $342.2K | 0.24% | +250+11.8% | Added |
| BEAM Asset Management, LLC | 2,360 | $342.3K | 0.24% | +60+2.6% | Added |
| Summit Wealth Group, LLC | 2,364 | $343.0K | 0.31% | 00.0% | Unchanged |
| Builder Investment Group Inc | 2,370 | $343.7K | 0.13% | −50−2.1% | Reduced |
| Vawter Financial, Ltd. | 2,374 | $344.3K | 0.31% | +1,060+80.7% | Added |
| McGowan Group Asset Management, Inc. | 2,375 | $344.4K | 0.05% | −737−23.7% | Reduced |
| Solitude Financial Services | 2,380 | $345.1K | 0.19% | −375−13.6% | Reduced |
| Campbell Wealth Management | 2,386 | $346.0K | 0.04% | +161+7.2% | Added |
| Sepio Capital, LP | 2,386 | $346.0K | 0.03% | +392+19.7% | Added |
| Apeiron RIA LLC | 2,393 | $347.0K | 0.12% | +15+0.6% | Added |
| Truvestments Capital LLC | 2,394 | $347.2K | 0.18% | +106+4.6% | Added |
| SP Asset Management LLC | 2,399 | $347.9K | 0.04% | +7+0.3% | Added |
| Shay Capital LLC | 2,400 | $348.0K | 0.10% | −8,650−78.3% | Reduced |
| Atticus Wealth Management, LLC | 2,405 | $348.7K | 0.13% | +8+0.3% | Added |
| Garner Asset Management Corp | 2,406 | $349.0K | 0.21% | −58−2.4% | Reduced |
| Kraematon Investment Advisors, Inc | 2,409 | $349.4K | 0.43% | +14+0.6% | Added |
| Westshore Wealth, LLC | 2,415 | $350.2K | 0.19% | +83+3.6% | Added |
| Foundation Wealth Management, LLC | 2,420 | $350.9K | 0.35% | −69−2.8% | Reduced |
| Jacobs & Co | 2,424 | $351.0K | 0.04% | −320−11.7% | Reduced |
| Lathrop Investment Management Corp | 2,431 | $353.0K | 0.08% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 2,436 | $353.2K | 0.22% | +158+6.9% | Added |
| Cable Hill Partners, LLC | 2,437 | $353.3K | 0.05% | +189+8.4% | Added |
| SNS Financial Group, LLC | 2,438 | $353.6K | 0.05% | −207−7.8% | Reduced |
| Indie Asset Partners, LLC | 2,440 | $353.8K | 0.36% | +34+1.4% | Added |
| PRW Wealth Management LLC | 2,581 | $354.7K | 0.14% | 00.0% | Unchanged |
| Milestone Advisory Partners | 2,446 | $354.7K | 0.30% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 2,450 | $355.3K | 0.50% | 00.0% | Unchanged |
| Marotta Asset Management | 2,460 | $356.7K | 0.08% | +38+1.6% | Added |
| Charles Schwab Investment Advisory, Inc. | 2,472 | $358.4K | 0.00% | −41−1.6% | Reduced |
| Mascoma Wealth Management LLC | 2,473 | $358.6K | 0.11% | −92−3.6% | Reduced |
| Lifeworks Advisors, LLC | 2,473 | $358.6K | 0.14% | +506+25.7% | Added |
| Blackston Financial Advisory Group, LLC | 2,475 | $358.9K | 0.25% | +183+8.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,481 | $360.0K | 0.26% | −2,490−50.1% | Reduced |
| Motive Wealth Advisors | 2,490 | $361.1K | 0.40% | −141−5.4% | Reduced |
| Wedgewood Investors Inc | 2,491 | $361.2K | 0.49% | −150−5.7% | Reduced |
| SJS Investment Consulting Inc. | 2,491 | $361.3K | 0.09% | +273+12.3% | Added |
| NovaPoint Capital, LLC | 2,492 | $361.3K | 0.14% | +72+3.0% | Added |
| Arnhold LLC | 2,492 | $361.4K | 0.04% | +40+1.6% | Added |
| Alethea Capital Management, LLC | 2,500 | $362.6K | 0.45% | −500−16.7% | Reduced |
| Tower Wealth Partners, Inc. | 2,502 | $362.8K | 0.30% | −270−9.7% | Reduced |
| First Affirmative Financial Network | 2,514 | $364.6K | 0.36% | +342+15.7% | Added |
| MKT Advisors LLC | 2,537 | $364.7K | 0.28% | −5−0.2% | Reduced |
| Coury Firm Asset Management LLC | 2,517 | $364.9K | 0.58% | −104−4.0% | Reduced |
| Claret Asset Management Corp | 2,515 | $365.0K | 0.07% | −169−6.3% | Reduced |
| Lanham O'Dell & Company, Inc. | 2,525 | $366.2K | 0.30% | +10.0% | Added |
| America First Investment Advisors, LLC | 2,529 | $366.8K | 0.10% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,532 | $367.3K | 0.17% | +2,532 | New |
| Southern Capital Advisors, LLC | 2,533 | $367.3K | 0.31% | −10−0.4% | Reduced |
| Peninsula Wealth, LLC | 2,617 | $369.0K | 0.09% | +358+15.8% | Added |
| ICW Investment Advisors LLC | 2,550 | $369.8K | 0.20% | +202+8.6% | Added |
| Teamwork Financial Advisors, LLC | 2,550 | $369.8K | 0.06% | +373+17.1% | Added |
| SFG Wealth Management, LLC. | 2,554 | $370.4K | 0.29% | +2+0.1% | Added |
| Arbor Investment Advisors, LLC | 2,556 | $370.7K | 0.06% | −25−1.0% | Reduced |
| Alpha Financial Partners, LLC | 2,563 | $371.7K | 0.43% | −1,268−33.1% | Reduced |
| S&T Bank | 2,567 | $372.0K | 0.07% | +237+10.2% | Added |
| Dock Street Asset Management Inc | 2,570 | $372.7K | 0.07% | −100−3.7% | Reduced |
| Mayport, LLC | 2,578 | $373.9K | 0.21% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,582 | $374.0K | 0.00% | +1,010+64.2% | Added |
| Sloy Dahl & Holst, LLC | 2,583 | $374.6K | 0.08% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,605 | $377.8K | 0.14% | −191−6.8% | Reduced |
| Wealth Advisors, Inc. | 2,612 | $378.8K | 0.17% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,612 | $378.8K | 0.07% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 2,614 | $379.1K | 0.00% | +2,614 | New |
| North Point Portfolio Managers Corp | 2,624 | $380.5K | 0.08% | +23+0.9% | Added |
| Saranac Partners Ltd | 2,627 | $381.0K | 0.21% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,629 | $381.3K | 0.26% | −771−22.7% | Reduced |
| Okabena Investment Services Inc | 2,634 | $382.0K | 0.30% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 2,641 | $382.7K | 0.07% | +2,641 | New |
| AIMZ Investment Advisors, LLC | 2,639 | $382.7K | 0.17% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2,639 | $382.7K | 0.09% | +16+0.6% | Added |
| Murphy Pohlad Asset Management LLC | 2,640 | $382.9K | 0.17% | −800−23.3% | Reduced |
| Heritage Wealth Partners, LLC | 2,643 | $383.3K | 0.82% | +10.0% | Added |