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 |
|---|---|---|---|---|---|
| Cowa, LLC | 2,659 | $385.6K | 0.26% | −50−1.8% | Reduced |
| Brown Wealth Management, LLC | 2,661 | $385.9K | 0.18% | −835−23.9% | Reduced |
| Islay Capital Management, LLC | 2,662 | $386.0K | 0.33% | −45−1.7% | Reduced |
| Options Solutions, LLC | 2,662 | $386.0K | 0.44% | −492−15.6% | Reduced |
| H&H Retirement Design & Management INC | 2,609 | $386.1K | 0.27% | +2,609 | New |
| Tamar Securities, LLC | 2,668 | $387.0K | 0.09% | +25+0.9% | Added |
| BIP Wealth, LLC | 2,669 | $387.1K | 0.04% | +98+3.8% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $388.2K | 0.20% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,678 | $388.5K | 0.32% | −26−1.0% | Reduced |
| Avenue 1 Advisors, LLC | 2,681 | $388.7K | 0.19% | +15+0.6% | Added |
| Contravisory Investment Management, Inc. | 2,686 | $389.5K | 0.11% | +2,686 | New |
| Kure Advisory, LLC | 2,686 | $389.5K | 0.22% | +2,686 | New |
| WorthPointe, LLC | 2,687 | $389.7K | 0.24% | +667+33.0% | Added |
| Godsey & Gibb Associates | 2,688 | $389.8K | 0.05% | −236−8.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,691 | $390.2K | 0.27% | −19−0.7% | Reduced |
| Firethorn Wealth Partners, LLC | 2,693 | $390.5K | 0.30% | −6−0.2% | Reduced |
| Ocean Capital Management, LLC | 2,700 | $391.6K | 0.18% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,701 | $391.7K | 0.11% | +106+4.1% | Added |
| Smith Anglin Financial, LLC | 2,702 | $391.9K | 0.05% | +511+23.3% | Added |
| Wescott Financial Advisory Group, LLC | 2,707 | $392.6K | 0.07% | −36−1.3% | Reduced |
| Deuterium Capital Management, LLC | 2,736 | $393.4K | 0.94% | −2,859−51.1% | Reduced |
| Summitry LLC | 2,721 | $394.6K | 0.03% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 2,730 | $396.0K | 0.24% | +130+5.0% | Added |
| Reik & Co., LLC | 2,732 | $396.2K | 0.12% | 00.0% | Unchanged |
| Financial Freedom, LLC | 2,736 | $396.8K | 0.28% | +9+0.3% | Added |
| Pennsylvania Capital Management Inc | 2,745 | $398.1K | 0.17% | +45+1.7% | Added |
| Parkside Investments, LLC | 2,751 | $398.9K | 0.07% | +10+0.4% | Added |
| Callan Family Office, LLC | 2,755 | $399.5K | 0.11% | −2,725−49.7% | Reduced |
| Altus Wealth Management, LLC | 2,756 | $399.7K | 0.28% | +52+1.9% | Added |
| Whelan Financial | 2,762 | $400.5K | 0.21% | +265+10.6% | Added |
| Ellevest, Inc. | 2,764 | $400.8K | 0.03% | +267+10.7% | Added |
| Wealth Management Solutions, LLC | 2,778 | $402.9K | 0.28% | +8+0.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $403.4K | 0.26% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 2,785 | $404.0K | 0.35% | −34,974−92.6% | Reduced |
| Avion Wealth | 2,788 | $404.0K | 0.12% | −227−7.5% | Reduced |
| Arlington Partners LLC | 2,828 | $410.1K | 0.17% | −6,607−70.0% | Reduced |
| Arlington Trust Co LLC | 2,828 | $410.1K | 0.17% | +2,828 | New |
| Cooper/Haims Advisors, LLC | 2,834 | $411.1K | 0.32% | +76+2.8% | Added |
| Horizon Kinetics Asset Management LLC | 2,843 | $412.3K | 0.01% | −175−5.8% | Reduced |
| Trilogy Capital Inc. | 2,864 | $415.3K | 0.03% | −853−22.9% | Reduced |
| Interchange Capital Partners, LLC | 2,872 | $416.5K | 0.33% | +991+52.7% | Added |
| Capital Financial Planning, LLC | 2,874 | $416.7K | 0.17% | −67−2.3% | Reduced |
| Shapiro Capital Management LLC | 2,880 | $417.7K | 0.01% | −1,000−25.8% | Reduced |
| My Personal CFO, LLC | 2,883 | $418.1K | 0.34% | +2+0.1% | Added |
| Integrity Financial Corp | 2,890 | $419.1K | 0.32% | +263+10.0% | Added |
| Safeguard Investment Advisory Group, LLC | 2,895 | $420.0K | 0.18% | −117−3.9% | Reduced |
| Strid Group, LLC | 2,897 | $420.1K | 0.09% | +97+3.5% | Added |
| Amussen Hunsaker Associates LLC | 2,851 | $420.5K | 0.10% | −376−11.7% | Reduced |
| Chiron Capital Management, LLC | 2,908 | $421.7K | 0.36% | −3,201−52.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,908 | $421.8K | 0.20% | +12+0.4% | Added |
| Harrington Investments, INC | 2,915 | $422.7K | 0.29% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,919 | $423.3K | 0.46% | +10.0% | Added |
| Bond & Devick Financial Network, Inc. | 2,923 | $423.9K | 0.27% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 2,925 | $424.0K | 0.41% | 00.0% | Unchanged |
| Avenir Corp | 2,924 | $424.0K | 0.04% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 2,946 | $427.2K | 0.38% | −21−0.7% | Reduced |
| Keene & Associates, Inc. | 2,949 | $427.7K | 0.34% | +168+6.0% | Added |
| Abacus Wealth Partners, LLC | 2,953 | $428.2K | 0.13% | +1,128+61.8% | Added |
| Intergy Private Wealth, LLC | 2,970 | $430.7K | 0.22% | +121+4.2% | Added |
| Wellspring Financial Advisors, LLC | 2,974 | $431.3K | 0.13% | +1,346+82.7% | Added |
| Codex Capital, L.L.C. | 3,000 | $431.9K | 0.28% | −500−14.3% | Reduced |
| FSA Wealth Management LLC | 2,984 | $432.8K | 0.24% | +108+3.8% | Added |
| Ackerman Capital Advisors, LLC | 2,987 | $433.2K | 0.12% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 2,990 | $433.6K | 0.06% | −198−6.2% | Reduced |
| Par Capital Management Inc | 3,000 | $435.1K | 0.02% | +3,000 | New |
| Mayfair Advisory Group, LLC | 2,994 | $436.1K | 0.42% | −120−3.9% | Reduced |
| Sycomore Asset Management | 3,000 | $437.0K | 0.11% | +553+22.6% | Added |
| Bridgeworth, LLC | 3,014 | $437.1K | 0.05% | −30−1.0% | Reduced |
| Cedrus LLC | 3,014 | $437.1K | 0.31% | −314−9.4% | Reduced |
| Fountainhead AM, LLC | 3,020 | $437.9K | 0.15% | +43+1.4% | Added |
| Howard Wealth Management, LLC | 3,022 | $438.3K | 0.40% | −40−1.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,029 | $439.3K | 0.18% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 3,033 | $439.8K | 0.40% | +295+10.8% | Added |
| Vista Capital Partners, Inc. | 3,035 | $440.1K | 0.07% | −100−3.2% | Reduced |
| Triune Financial Partners, LLC | 3,042 | $441.1K | 0.18% | +19+0.6% | Added |
| Isthmus Partners, LLC | 3,048 | $442.0K | 0.06% | +278+10.0% | Added |
| Cypress Capital Management LLC (WY) | 3,050 | $442.3K | 0.52% | −25−0.8% | Reduced |
| Crestone Asset Management LLC | 3,065 | $444.5K | 0.11% | +3,065 | New |
| Financial Advisory Corp | 3,070 | $445.0K | 0.21% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 3,070 | $445.2K | 0.11% | −2,027−39.8% | Reduced |
| WestHill Financial Advisors, Inc. | 3,070 | $445.3K | 0.13% | +3,070 | New |
| Cohen & Steers, Inc. | 3,077 | $446.0K | 0.00% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 3,091 | $448.2K | 0.29% | +13+0.4% | Added |
| Emerald Advisors, LLC | 3,110 | $451.0K | 0.10% | +5+0.2% | Added |
| Gitterman Wealth Management, LLC | 3,110 | $451.0K | 0.21% | −39−1.2% | Reduced |
| Levy Wealth Management Group, LLC | 3,112 | $451.3K | 0.14% | +17+0.5% | Added |
| Guidance Capital, Inc | 3,163 | $451.4K | 0.20% | +56+1.8% | Added |
| Lane & Associates LLC | 3,119 | $452.3K | 0.36% | +74+2.4% | Added |
| Trust Co of Oklahoma | 3,121 | $452.6K | 0.18% | −2,110−40.3% | Reduced |
| Trellis Advisors, LLC | 3,122 | $452.8K | 0.21% | +8+0.3% | Added |
| Cook Wealth Management Group LLC | 3,223 | $453.7K | 0.35% | +400+14.2% | Added |
| Pin Oak Investment Advisors Inc | 3,132 | $454.0K | 0.51% | +63+2.1% | Added |
| Weaver Consulting Group | 3,131 | $454.0K | 0.21% | −117−3.6% | Reduced |
| Concorde Asset Management, LLC | 3,138 | $455.1K | 0.41% | −1,106−26.1% | Reduced |
| Rock Creek Group, LP | 3,154 | $457.4K | 0.06% | −1,476−31.9% | Reduced |
| Legacy Financial Strategies, LLC | 3,165 | $458.0K | 0.15% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3,169 | $459.5K | 0.37% | +207+7.0% | Added |
| Syntegra Private Wealth Group, LLC | 3,176 | $460.6K | 0.07% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 3,184 | $461.7K | 0.02% | −460−12.6% | Reduced |
| Northwest Investment Counselors, LLC | 3,186 | $462.0K | 0.13% | +112+3.6% | Added |