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 |
|---|---|---|---|---|---|
| Family Firm, Inc. | 4,366 | $633.2K | 0.18% | +17+0.4% | Added |
| Elgethun Capital Management | 4,359 | $633.5K | 0.19% | +10.0% | Added |
| California First Leasing Corp | 4,380 | $635.2K | 0.37% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4,381 | $635.4K | 0.39% | −28−0.6% | Reduced |
| Twinbeech Capital LP | 4,424 | $641.6K | 0.01% | −43,132−90.7% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,433 | $642.9K | 0.17% | +257+6.2% | Added |
| Tanager Wealth Management LLP | 4,441 | $644.0K | 0.13% | +82+1.9% | Added |
| Moss Adams Wealth Advisors LLC | 4,456 | $646.2K | 0.22% | −35−0.8% | Reduced |
| Sunburst Financial Group, LLC | 4,467 | $647.8K | 0.23% | +154+3.6% | Added |
| Curated Wealth Partners LLC | 4,476 | $649.1K | 0.12% | −23−0.5% | Reduced |
| Planning Center, Inc. | 4,484 | $650.3K | 0.17% | −100−2.2% | Reduced |
| Meridian Management Co | 4,485 | $650.5K | 0.21% | +309+7.4% | Added |
| Retirement Income Solutions, Inc | 4,490 | $651.1K | 0.18% | 00.0% | Unchanged |
| KilterHowling LLC | 4,491 | $651.3K | 0.57% | +12+0.3% | Added |
| Oakwell Private Wealth Management, LLC | 4,493 | $651.6K | 0.28% | +4,493 | New |
| Affinity Capital Advisors, LLC | 4,500 | $652.6K | 0.18% | +308+7.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,515 | $654.8K | 0.26% | +6+0.1% | Added |
| Fca Corp | 4,527 | $656.5K | 0.24% | −106−2.3% | Reduced |
| E Fund Management Co., Ltd. | 4,536 | $658.0K | 0.05% | −345−7.1% | Reduced |
| Merrion Investment Management Co, LLC | 4,544 | $659.0K | 0.57% | 00.0% | Unchanged |
| Wendell David Associates Inc | 4,546 | $659.0K | 0.08% | −258−5.4% | Reduced |
| Luts & Greenleigh Group, Inc | 4,548 | $659.6K | 0.82% | −49−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 4,557 | $660.9K | 0.00% | +760+20.0% | Added |
| Eldridge Investment Advisors, Inc. | 4,559 | $661.0K | 0.22% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 4,560 | $661.3K | 0.09% | +85+1.9% | Added |
| Derbend Asset Management | 4,566 | $662.1K | 0.45% | −128−2.7% | Reduced |
| Sax Wealth Advisors, LLC | 4,568 | $662.4K | 0.13% | +298+7.0% | Added |
| Day & Ennis, LLC | 4,571 | $662.9K | 0.25% | 00.0% | Unchanged |
| Archetype Wealth Partners | 4,571 | $663.0K | 0.14% | +1,507+49.2% | Added |
| Matisse Capital | 4,581 | $664.3K | 0.47% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4,596 | $666.5K | 0.13% | −1,775−27.9% | Reduced |
| Southland Equity Partners LLC | 4,605 | $667.8K | 0.23% | +170+3.8% | Added |
| Engrave Wealth Partners LLC | 4,611 | $668.7K | 0.21% | +441+10.6% | Added |
| Hamilton Capital, LLC | 4,617 | $669.6K | 0.05% | −234−4.8% | Reduced |
| Private Wealth Strategies, L.L.C. | 4,625 | $670.7K | 0.17% | −75−1.6% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,626 | $670.8K | 0.22% | +105+2.3% | Added |
| Pine Haven Investment Counsel, Inc | 4,634 | $672.0K | 0.70% | −375−7.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,649 | $674.2K | 0.31% | 00.0% | Unchanged |
| Sierra Capital LLC | 4,656 | $675.0K | 0.11% | −2,519−35.1% | Reduced |
| Garde Capital, Inc. | 4,655 | $675.0K | 0.06% | −2,496−34.9% | Reduced |
| Financial Partners Group, Inc | 4,686 | $676.2K | 0.14% | +127+2.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,667 | $676.8K | 0.36% | +4,667 | New |
| GPS Wealth Strategies Group, LLC | 4,670 | $677.2K | 0.13% | −222−4.5% | Reduced |
| Diamant Asset Management, Inc. | 4,671 | $677.4K | 0.56% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,675 | $678.0K | 0.16% | −3−0.1% | Reduced |
| Harvest Investment Services, LLC | 4,685 | $679.4K | 0.44% | +3,066+189.4% | Added |
| Sutton Place Investors LLC | 4,687 | $679.8K | 0.88% | +42+0.9% | Added |
| Requisite Capital Management, LLC | 4,688 | $679.9K | 0.17% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 4,692 | $680.5K | 0.69% | +93+2.0% | Added |
| Sweet Financial Partners, LLC | 4,694 | $680.7K | 0.18% | −118−2.5% | Reduced |
| Paladin Advisory Group, LLC | 4,696 | $681.0K | 0.57% | −87−1.8% | Reduced |
| Weinberger Asset Management, Inc | 4,700 | $681.6K | 0.39% | −10.0% | Reduced |
| Kathmere Capital Management, LLC | 4,704 | $682.2K | 0.10% | +1,110+30.9% | Added |
| Red Wave Investments LLC | 4,719 | $684.3K | 0.29% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 4,728 | $685.7K | 0.76% | +627+15.3% | Added |
| Wedge Capital Management L L P | 4,729 | $685.8K | 0.01% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 4,729 | $685.8K | 0.21% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 4,731 | $686.1K | 0.31% | +238+5.3% | Added |
| Latitude Advisors, LLC | 4,746 | $688.2K | 0.49% | −3−0.1% | Reduced |
| Centurion Wealth Management LLC | 4,748 | $688.6K | 0.34% | +29+0.6% | Added |
| SRN Advisors, LLC | 4,757 | $689.9K | 0.68% | −3,144−39.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 4,761 | $690.4K | 0.23% | +19+0.4% | Added |
| Horizon Wealth Management, LLC | 4,791 | $694.8K | 0.28% | +31+0.7% | Added |
| Axim Planning & Wealth | 4,809 | $697.4K | 0.62% | +89+1.9% | Added |
| Insight Advisors, LLC | 4,839 | $701.8K | 0.16% | −20.0% | Reduced |
| Michael B. Yongue | 4,844 | $702.5K | 0.68% | −118−2.4% | Reduced |
| Omnia Family Wealth, LLC | 4,848 | $703.1K | 0.44% | −216−4.3% | Reduced |
| KLR Investment Advisors, LLC | 5,403 | $704.1K | 0.64% | +32+0.6% | Added |
| Teza Capital Management LLC | 4,860 | $704.8K | 0.11% | +1,668+52.3% | Added |
| Silver Oak Securities, Inc | 4,871 | $706.5K | 0.15% | −835−14.6% | Reduced |
| Tectonic Advisors LLC | 4,872 | $706.5K | 0.07% | −85−1.7% | Reduced |
| Lee Financial Co | 4,872 | $706.5K | 0.13% | +52+1.1% | Added |
| Aua Capital Management, LLC | 4,898 | $710.3K | 0.51% | +581+13.5% | Added |
| Evolution Wealth Advisors, LLC | 4,900 | $710.6K | 0.16% | −150−3.0% | Reduced |
| Rosenberg Matthew Hamilton | 4,904 | $711.2K | 0.24% | −122−2.4% | Reduced |
| Landaas & Co | 4,960 | $716.0K | 0.31% | +5+0.1% | Added |
| Southeast Asset Advisors Inc. | 4,949 | $717.7K | 0.10% | +345+7.5% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $717.8K | 0.40% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 4,950 | $717.9K | 0.35% | +20.0% | Added |
| Taylor Hoffman Wealth Management | 4,954 | $718.4K | 0.37% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,960 | $719.3K | 0.46% | +4,960 | New |
| Security National Bank of So Dak | 4,966 | $720.2K | 0.53% | −200−3.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,988 | $723.4K | 0.52% | −186−3.6% | Reduced |
| Reston Wealth Management LLC | 4,989 | $723.5K | 0.37% | +82+1.7% | Added |
| Capital Management Associates | 4,993 | $724.0K | 1.07% | −139−2.7% | Reduced |
| JBF Capital, Inc. | 5,000 | $725.1K | 0.16% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 5,010 | $727.0K | 0.02% | −103−2.0% | Reduced |
| Fairview Capital Investment Management, LLC | 5,030 | $729.5K | 0.05% | −15−0.3% | Reduced |
| Tributary Capital Management, LLC | 5,035 | $730.2K | 0.07% | −57−1.1% | Reduced |
| Hofer & Associates. Inc | 5,042 | $731.2K | 0.75% | +63+1.3% | Added |
| GTS Securities LLC | 5,055 | $733.1K | 0.02% | +1,243+32.6% | Added |
| Bay Rivers Group | 5,069 | $735.1K | 0.57% | +105+2.1% | Added |
| Integral Investment Advisors, Inc. | 5,082 | $737.1K | 0.52% | +80+1.6% | Added |
| Hedges Asset Management LLC | 5,100 | $739.6K | 0.65% | +800+18.6% | Added |
| Private Capital Management LLC | 5,120 | $742.5K | 0.21% | −70−1.3% | Reduced |
| Narus Financial Partners, LLC | 5,157 | $747.9K | 0.38% | +35+0.7% | Added |
| TFB Advisors LLC | 5,164 | $748.8K | 0.91% | −901−14.9% | Reduced |
| Perritt Capital Management Inc | 5,168 | $749.5K | 0.43% | −30−0.6% | Reduced |
| AXS Investments LLC | 5,170 | $749.8K | 0.19% | −3,086−37.4% | Reduced |
| Oxler Private Wealth LLC | 5,166 | $749.8K | 0.38% | +23+0.4% | Added |