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 |
|---|---|---|---|---|---|
| Green Harvest Asset Management LLC | 3,190 | $462.7K | 0.02% | +367+13.0% | Added |
| J. L. Bainbridge & Co., Inc. | 3,198 | $463.7K | 0.06% | +36+1.1% | Added |
| Wolff Financial Management LLC | 3,209 | $465.0K | 0.16% | −7−0.2% | Reduced |
| BCJ Capital Management, LLC | 3,216 | $466.4K | 0.04% | −214−6.2% | Reduced |
| Merriman Wealth Management, LLC | 3,220 | $467.0K | 0.02% | −127−3.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,209 | $467.4K | 0.34% | +165+5.4% | Added |
| Deltec Asset Management LLC | 3,225 | $467.7K | 0.11% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,236 | $469.3K | 2.99% | +90+2.9% | Added |
| Heck Capital Advisors, LLC | 3,245 | $470.6K | 0.09% | +146+4.7% | Added |
| First Community Trust NA | 3,251 | $471.5K | 0.54% | −155−4.6% | Reduced |
| Financial Advisory Group | 3,255 | $472.1K | 0.10% | −359−9.9% | Reduced |
| Hoxton Planning & Management, LLC | 3,268 | $474.0K | 0.31% | −174−5.1% | Reduced |
| Operose Advisors LLC | 3,271 | $474.4K | 0.19% | +2,021+161.7% | Added |
| Pacific Center for Financial Services | 3,274 | $474.8K | 0.16% | −675−17.1% | Reduced |
| Alliance Wealth Advisors, LLC | 3,274 | $474.9K | 0.18% | −306−8.5% | Reduced |
| McAdam, LLC | 3,274 | $474.9K | 0.04% | +387+13.4% | Added |
| Koss-Olinger Consulting, LLC | 3,277 | $475.0K | 0.07% | 00.0% | Unchanged |
| Flagstone Financial Management | 3,278 | $475.4K | 0.22% | −1,680−33.9% | Reduced |
| Cahaba Wealth Management, Inc. | 3,289 | $476.9K | 0.05% | −341−9.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 3,289 | $477.0K | 0.32% | +117+3.7% | Added |
| Carmel Capital Partners, LLC | 3,292 | $477.4K | 0.21% | +858+35.3% | Added |
| OneAscent Wealth Management LLC | 3,297 | $478.0K | 0.21% | −372−10.1% | Reduced |
| Live Oak Investment Partners | – | $478.9K | 0.41% | – | – |
| Westwood Management Corp | 3,300 | $479.0K | 0.07% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 3,304 | $479.2K | 0.03% | +751+29.4% | Added |
| Coco Enterprises, LLC | 3,305 | $479.3K | 0.38% | −220−6.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3,305 | $479.3K | 0.27% | +62+1.9% | Added |
| Fortis Group Advisors, LLC | 3,647 | $479.7K | 0.15% | +301+9.0% | Added |
| Milestone Investment Advisors LLC | 3,308 | $479.7K | 0.14% | +3,308 | New |
| Pitti Group Wealth Management, LLC | 3,309 | $479.9K | 0.55% | +23+0.7% | Added |
| Watershed Private Wealth LLC | 3,318 | $481.2K | 0.30% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 3,318 | $481.3K | 0.38% | −73−2.2% | Reduced |
| Holland Advisory Services, Inc. | 3,321 | $481.6K | 0.61% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,330 | $482.9K | 0.36% | +179+5.7% | Added |
| TSFG, LLC | 3,343 | $485.0K | 0.17% | +1,001+42.7% | Added |
| Keating Investment Counselors Inc | 3,350 | $485.8K | 0.16% | −118−3.4% | Reduced |
| Lockerman Financial Group, Inc. | 3,350 | $485.8K | 1.31% | +22+0.7% | Added |
| Pasadena Private Wealth, LLC | 3,352 | $486.1K | 0.15% | −145−4.1% | Reduced |
| Advance Capital Management, Inc. | 3,360 | $487.3K | 0.05% | +71+2.2% | Added |
| Paloma Partners Management Co | 3,368 | $488.4K | 0.10% | +3,368 | New |
| Prosperity Financial Group, Inc. | 3,385 | $490.9K | 0.41% | +153+4.7% | Added |
| GeoWealth Management, LLC | 3,387 | $491.0K | 0.06% | +39+1.2% | Added |
| Full Sail Capital, LLC | 3,386 | $491.0K | 0.04% | +34+1.0% | Added |
| Selective Wealth Management, Inc. | 3,433 | $492.1K | 0.27% | −402−10.5% | Reduced |
| Youngs Advisory Group, Inc. | 3,395 | $492.4K | 0.27% | 00.0% | Unchanged |
| Hilltop Partners LLC | 3,403 | $493.5K | 0.21% | +401+13.4% | Added |
| Unionview, LLC | 3,413 | $495.0K | 0.47% | −10−0.3% | Reduced |
| Borer Denton & Associates, Inc. | 3,415 | $495.2K | 0.20% | +34+1.0% | Added |
| GSG Advisors LLC | 3,422 | $496.2K | 0.24% | +3,422 | New |
| Independent Family Office, LLC | 3,422 | $496.3K | 0.31% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,426 | $496.8K | 0.28% | −72−2.1% | Reduced |
| Northstar Advisory Group, LLC | 3,432 | $497.7K | 0.36% | +3,432 | New |
| Albert D Mason Inc | 3,437 | $498.0K | 0.36% | −48−1.4% | Reduced |
| J2 Capital Management Inc | 3,440 | $498.9K | 0.63% | +60+1.8% | Added |
| Hibernia Wealth Partners, LLC | 3,457 | $501.3K | 0.39% | +3,457 | New |
| State of Wyoming | 3,462 | $502.1K | 0.11% | −3,604−51.0% | Reduced |
| Forefront Analytics, LLC | 3,472 | $503.5K | 0.29% | +22+0.6% | Added |
| Successful Portfolios LLC | 3,475 | $504.1K | 0.45% | −91−2.6% | Reduced |
| Meridian Financial, LLC | 3,485 | $505.4K | 0.47% | +30+0.9% | Added |
| 1776 Wealth LLC | 3,493 | $506.7K | 0.27% | +10.0% | Added |
| Glass Jacobson Investment Advisors llc | 3,494 | $506.7K | 0.23% | +182+5.5% | Added |
| Northstar Group, Inc. | 3,506 | $508.5K | 0.12% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 3,506 | $508.5K | 0.29% | −10,351−74.7% | Reduced |
| Collective Family Office LLC | 3,512 | $509.3K | 0.20% | −44−1.2% | Reduced |
| Keb Asset Management, LLC | 3,528 | $511.6K | 0.21% | +92+2.7% | Added |
| Reuter James Wealth Management, LLC | 3,529 | $511.7K | 0.38% | −11−0.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,535 | $512.6K | 0.00% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 3,535 | $512.7K | 0.25% | −15−0.4% | Reduced |
| Vanguard Capital Wealth Advisors | 3,536 | $512.7K | 0.48% | +900+34.1% | Added |
| Cascade Investment Advisors, Inc. | 3,538 | $513.1K | 0.41% | 00.0% | Unchanged |
| Rede Wealth, LLC | 3,550 | $514.8K | 0.26% | −139−3.8% | Reduced |
| Cape Investment Advisory, Inc. | 3,554 | $515.4K | 0.29% | +552+18.4% | Added |
| Prostatis Group LLC | 3,352 | $516.5K | 0.25% | −837,423−99.6% | Reduced |
| Kenfarb & Co. | 3,562 | $516.6K | 0.47% | 00.0% | Unchanged |
| Bender Robert & Associates | 3,566 | $517.1K | 0.15% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,568 | $517.5K | 0.31% | +25+0.7% | Added |
| WNY Asset Management, LLC | 3,572 | $518.0K | 0.10% | +379+11.9% | Added |
| Laraway Financial Inc | 3,573 | $518.2K | 0.54% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,604 | $522.7K | 0.06% | +13+0.4% | Added |
| Hourglass Capital, LLC | 3,613 | $524.0K | 0.18% | −100−2.7% | Reduced |
| HTG Investment Advisors, Inc. | 3,616 | $524.4K | 0.42% | +51+1.4% | Added |
| Per Stirling Capital Management, LLC. | 3,621 | $525.2K | 0.11% | +8+0.2% | Added |
| Meridian Wealth Partners, LLC | 3,624 | $525.5K | 0.11% | +24+0.7% | Added |
| Syntal Capital Partners, LLC | 3,625 | $525.8K | 0.41% | −4,691−56.4% | Reduced |
| Shilanski & Associates, Inc. | 3,637 | $527.4K | 0.22% | −55−1.5% | Reduced |
| BlueSky Wealth Advisors, LLC | 3,639 | $527.7K | 0.11% | −37−1.0% | Reduced |
| Cahill Financial Advisors Inc | 3,640 | $527.8K | 0.09% | −2,091−36.5% | Reduced |
| Hassell Wealth Management, LLC | 3,764 | $528.5K | 0.38% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,653 | $529.8K | 0.25% | −3−0.1% | Reduced |
| Harbor Group, Inc. | 3,654 | $529.8K | 0.30% | +10.0% | Added |
| Goldstream Capital Management Ltd | 3,656 | $530.2K | 0.43% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,668 | $531.9K | 0.09% | −26−0.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,670 | $532.2K | 0.10% | +15+0.4% | Added |
| Dougherty Wealth Advisers LLC | 3,674 | $532.8K | 0.62% | 00.0% | Unchanged |
| Total Investment Management Inc | 3,683 | $534.1K | 0.08% | +62+1.7% | Added |
| Kingdom Financial Group LLC. | 3,690 | $535.1K | 0.50% | +273+8.0% | Added |
| Diversified Portfolios, Inc. | 3,698 | $536.3K | 0.10% | −142−3.7% | Reduced |
| Nottingham Advisors, Inc. | 3,701 | $536.7K | 0.08% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,716 | $538.8K | 0.28% | +83+2.3% | Added |
| Ruggaard & Associates LLC | 3,729 | $540.8K | 0.32% | +39+1.1% | Added |