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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 3,772 | $541.6K | 0.13% | +619+19.6% | Added |
| Arthur M. Cohen & Associates, LLC | 3,740 | $542.3K | 0.14% | +160+4.5% | Added |
| Dempze Nancy E | 3,743 | $542.8K | 0.49% | −35−0.9% | Reduced |
| RBA Wealth Management, LLC | 3,743 | $542.9K | 0.26% | −13−0.3% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,748 | $543.6K | 0.27% | +55+1.5% | Added |
| S.A. Mason LLC | 3,756 | $544.7K | 0.39% | 00.0% | Unchanged |
| Jacobsen Capital Management | 3,759 | $545.2K | 0.30% | +278+8.0% | Added |
| LGT Financial Advisors LLC | 3,765 | $546.0K | 0.69% | −7,177−65.6% | Reduced |
| Santori & Peters | 3,772 | $547.1K | 0.29% | +11+0.3% | Added |
| Bridge Advisory, LLC | 3,778 | $547.9K | 0.19% | +367+10.8% | Added |
| Tillman Hartley LLC | 3,779 | $548.0K | 0.23% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 3,802 | $551.0K | 0.09% | +27+0.7% | Added |
| Cavalier Investments, LLC | 3,803 | $551.5K | 0.22% | +140+3.8% | Added |
| Compass Ion Advisors, LLC | 3,807 | $552.2K | 0.09% | +3,807 | New |
| LCM Capital Management Inc | 3,810 | $552.6K | 0.45% | +28+0.7% | Added |
| Westwood Wealth Management | 3,812 | $552.8K | 0.43% | −3,750−49.6% | Reduced |
| Paragon Capital Management Ltd | 3,827 | $555.0K | 0.12% | +3+0.1% | Added |
| Silverlake Wealth Management LLC | 3,844 | $557.5K | 0.31% | +32+0.8% | Added |
| CM Wealth Advisors LLC | 3,765 | $558.9K | 0.22% | −3,086−45.0% | Reduced |
| High Pines Wealth Management, LLC | 3,856 | $559.3K | 0.92% | +150+4.0% | Added |
| Baron Wealth Management LLC | 3,865 | $560.5K | 0.36% | +86+2.3% | Added |
| Cassia Capital Partners, LLC | 3,886 | $563.5K | 0.46% | +76+2.0% | Added |
| Invenio Wealth Partners LLC | 3,889 | $564.0K | 0.51% | +262+7.2% | Added |
| Park Circle Co | 3,900 | $565.6K | 0.53% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 3,900 | $565.6K | 0.64% | +3,900 | New |
| Semus Wealth Partners LLC | 3,901 | $565.7K | 0.53% | −30−0.8% | Reduced |
| Auto-Owners Insurance Co | 3,915 | $567.8K | 0.02% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 3,920 | $568.5K | 0.49% | +2,400+157.9% | Added |
| Goldstein Advisors, LLC | 3,922 | $568.8K | 0.12% | −524−11.8% | Reduced |
| Corundum Trust Company, INC | 3,933 | $570.4K | 1.70% | −7−0.2% | Reduced |
| IVC Wealth Advisors LLC | 3,934 | $570.6K | 0.38% | +5+0.1% | Added |
| Thomas Story & Son LLC | 3,940 | $571.0K | 0.28% | +58+1.5% | Added |
| Dimension Capital Management LLC | 3,944 | $572.0K | 0.13% | +341+9.5% | Added |
| Centric Wealth Management | 3,945 | $572.1K | 0.24% | +4+0.1% | Added |
| Financial Advisors, LLC | 3,950 | $572.8K | 0.14% | −106−2.6% | Reduced |
| LWMG, LLC | 3,956 | $573.7K | 0.16% | −11−0.3% | Reduced |
| ML & R Wealth Management LLC | 3,957 | $573.8K | 0.15% | +482+13.9% | Added |
| Cherry Tree Wealth Management, LLC | 3,961 | $574.4K | 0.17% | +334+9.2% | Added |
| Mogy Joel R Investment Counsel Inc | 3,966 | $575.1K | 0.05% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,986 | $578.2K | 0.08% | +855+27.3% | Added |
| Heritage Investment Group, Inc. | 3,991 | $579.0K | 0.16% | +49+1.2% | Added |
| Sage Private Wealth Group, LLC | 3,993 | $579.2K | 0.80% | +38+1.0% | Added |
| Stanley-Laman Group, Ltd. | 4,000 | $580.1K | 0.10% | 00.0% | Unchanged |
| Karani Asset Management LLC | 4,000 | $580.1K | 0.84% | +4,000 | New |
| Oberweis Asset Management Inc | 4,004 | $580.7K | 0.06% | −91−2.2% | Reduced |
| Kaydan Wealth Management, Inc. | 4,006 | $581.0K | 0.23% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,007 | $581.2K | 0.41% | −2,046−33.8% | Reduced |
| Triumph Capital Management | 4,008 | $581.2K | 0.26% | −728−15.4% | Reduced |
| Garden State Investment Advisory Services LLC | 4,011 | $582.1K | 0.27% | +105+2.7% | Added |
| Cranbrook Wealth Management, LLC | 4,015 | $582.3K | 0.17% | 00.0% | Unchanged |
| Phocas Financial Corp. | 4,041 | $586.0K | 0.09% | −330−7.5% | Reduced |
| Wallington Asset Management, LLC | 4,054 | $588.0K | 0.11% | −180−4.3% | Reduced |
| AJ Advisors, LLC | 4,057 | $588.3K | 0.44% | +2,523+164.5% | Added |
| Fortis Capital Advisors, LLC | 4,057 | $588.3K | 0.38% | −116−2.8% | Reduced |
| Wealthstream Advisors, Inc. | 4,063 | $589.2K | 0.30% | +246+6.4% | Added |
| Single Point Partners, LLC | 4,065 | $590.0K | 0.15% | −3,692−47.6% | Reduced |
| Arkansas Financial Group, Inc. | 4,087 | $592.7K | 0.12% | −116−2.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,108 | $595.7K | 0.56% | +39+1.0% | Added |
| Twin Focus Capital Partners, LLC | 4,122 | $597.8K | 0.13% | −3,728−47.5% | Reduced |
| Maltin Wealth Management, Inc. | 4,126 | $598.3K | 0.42% | +22+0.5% | Added |
| Schoolcraft Capital LLC | 4,151 | $601.9K | 0.17% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,221 | $603.6K | 0.24% | +206+5.1% | Added |
| Crown Wealth Group, LLC | 4,166 | $604.2K | 0.45% | −360−8.0% | Reduced |
| Fiera Capital Corp | 4,175 | $605.5K | 0.00% | −4,800−53.5% | Reduced |
| S. R. Schill & Associates | 4,178 | $605.9K | 0.29% | −426−9.3% | Reduced |
| Sterling Group Wealth Management, LLC | 4,185 | $606.9K | 0.57% | +10.0% | Added |
| Mainsail Financial Group, LLC | 4,227 | $607.7K | 0.55% | +4,227 | New |
| VELA Investment Management, LLC | 4,193 | $608.1K | 0.27% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,206 | $610.0K | 0.09% | −183−4.2% | Reduced |
| Summit X, LLC | 4,208 | $610.5K | 0.19% | −11,267−72.8% | Reduced |
| Humankind Investments LLC | 4,211 | $610.7K | 0.25% | −342−7.5% | Reduced |
| D'Orazio & Associates, Inc. | 4,213 | $611.0K | 0.14% | +179+4.4% | Added |
| Zimmermann Investment Management & Planning LLC | 4,216 | $611.5K | 0.29% | +24+0.6% | Added |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $611.5K | 0.44% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 4,220 | $612.0K | 0.38% | +55+1.3% | Added |
| Investmark Advisory Group LLC | 4,231 | $613.6K | 0.42% | +210+5.2% | Added |
| Bridgewealth Advisory Group, LLC | 4,232 | $613.7K | 0.75% | +3+0.1% | Added |
| Alan B. Lancz & Associates, Inc. | 4,233 | $613.9K | 0.70% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 4,253 | $616.8K | 0.94% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,261 | $617.9K | 0.53% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 4,261 | $618.0K | 0.15% | −275−6.1% | Reduced |
| Sovereign Financial Group, Inc. | 4,262 | $618.1K | 0.22% | −565−11.7% | Reduced |
| Ssi Investment Management LLC | 4,279 | $620.5K | 0.05% | −55−1.3% | Reduced |
| Old North State Trust, LLC | 4,280 | $621.0K | 0.48% | −23−0.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,283 | $621.0K | 0.26% | +1,226+40.1% | Added |
| Astoria Portfolio Advisors LLC. | 4,421 | $622.4K | 0.30% | +47+1.1% | Added |
| Shulman DeMeo Asset Management LLC | 4,305 | $624.3K | 0.21% | −32−0.7% | Reduced |
| First National Corp | 4,308 | $624.7K | 0.17% | −44−1.0% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $625.0K | 0.36% | 00.0% | Unchanged |
| Avalon Trust Co | 4,310 | $625.0K | 0.06% | −300−6.5% | Reduced |
| Spartan Fund Management Inc. | 4,312 | $625.3K | 0.47% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 4,314 | $625.6K | 0.48% | +4,314 | New |
| NFP Retirement, Inc. | 4,314 | $625.6K | 0.12% | −186−4.1% | Reduced |
| Pensionmark Financial Group, LLC | 4,325 | $627.2K | 0.12% | +213+5.2% | Added |
| Jag Capital Management, LLC | 4,325 | $627.2K | 0.08% | 00.0% | Unchanged |
| PFW Advisors LLC | 4,337 | $629.0K | 0.22% | 00.0% | Unchanged |
| Vigilare Wealth Management | 4,348 | $630.6K | 0.40% | −490−10.1% | Reduced |
| Granite Harbor Advisors, Inc. | 4,352 | $631.1K | 0.51% | +100+2.4% | Added |
| Keystone Wealth Services, LLC | 4,357 | $631.8K | 0.24% | +228+5.5% | Added |
| Tyler-Stone Wealth Management | 4,356 | $632.0K | 0.36% | −144−3.2% | Reduced |