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; 5,158 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
- 3,710
- +81 vs. Q2 2023
- Shares held
- 2.05B
- +3.21M (+0.2%) vs. Q2 2023
- Total value
- $297.0B
- +$1.76M (0.0%) vs. Q2 2023
- New holders
- 161
- 1,579 more added
- Sold out
- 80
- 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $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 | 4,680 | $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 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 75,725 | $11.0M | 0.71% | −13,194−14.8% | Reduced |
| Motley Fool Asset Management LLC | 75,641 | $11.0M | 0.88% | +5,764+8.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 75,636 | $11.0M | 0.89% | −282−0.4% | Reduced |
| Westpac Banking Corp | 75,601 | $11.0M | 0.82% | +37,216+97.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 75,528 | $11.0M | 1.10% | −699−0.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 74,800 | $10.8M | 1.65% | 00.0% | Unchanged |
| Tompkins Financial Corp | 74,682 | $10.8M | 1.71% | +6,250+9.1% | Added |
| Girard Partners Ltd. | 74,493 | $10.8M | 1.22% | −2,913−3.8% | Reduced |
| Altrafin AG | 74,449 | $10.8M | 4.71% | +5,543+8.0% | Added |
| Vestor Capital, LLC | 74,335 | $10.8M | 1.17% | +686+0.9% | Added |
| Twin Capital Management Inc | 74,205 | $10.8M | 1.55% | −164−0.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 74,196 | $10.8M | 0.82% | −14,271−16.1% | Reduced |
| NewSquare Capital LLC | 74,749 | $10.7M | 1.13% | +4,540+6.5% | Added |
| Toroso Investments, LLC | 73,882 | $10.7M | 0.33% | +8,453+12.9% | Added |
| ARS Wealth Advisors Group, LLC | 73,846 | $10.7M | 1.75% | −1,263−1.7% | Reduced |
| SFE Investment Counsel | 73,711 | $10.7M | 3.11% | −896−1.2% | Reduced |
| WealthBridge Investment Counsel Inc. | 73,516 | $10.7M | 4.65% | −1,050−1.4% | Reduced |
| Allied Investment Advisors, LLC | 73,462 | $10.7M | 3.19% | +607+0.8% | Added |
| Ashton Thomas Private Wealth, LLC | 73,322 | $10.6M | 0.78% | +94+0.1% | Added |
| Heritage Trust Co | 73,068 | $10.6M | 1.65% | −132−0.2% | Reduced |
| Country Club Bank | 71,774 | $10.6M | 0.86% | −546−0.8% | Reduced |
| Cypress Capital Group | 73,008 | $10.6M | 1.53% | +306+0.4% | Added |
| Bank of Nova Scotia Trust Co | 72,987 | $10.6M | 1.26% | −3,024−4.0% | Reduced |
| Cohen Klingenstein LLC | 72,700 | $10.5M | 0.48% | 00.0% | Unchanged |
| Spinnaker Trust | 72,449 | $10.5M | 0.79% | −1,459−2.0% | Reduced |
| Foundations Investment Advisors, LLC | 72,419 | $10.5M | 0.32% | +4,116+6.0% | Added |
| Holowesko Partners Ltd. | 72,100 | $10.5M | 4.62% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 72,015 | $10.4M | 2.40% | −1,078−1.5% | Reduced |
| Ally Financial Inc. | 72,000 | $10.4M | 1.53% | 00.0% | Unchanged |
| Caldwell Trust Co | 71,801 | $10.4M | 1.42% | +432+0.6% | Added |
| Gyroscope Capital Management Group, LLC | 71,714 | $10.4M | 2.39% | −1,704−2.3% | Reduced |
| Siemens Fonds Invest GmbH | 71,711 | $10.4M | 1.05% | +1,369+1.9% | Added |
| Eagle Ridge Investment Management | 71,700 | $10.4M | 1.13% | −660−0.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 71,549 | $10.4M | 1.08% | +20,979+41.5% | Added |
| Legacy Private Trust Co. | 71,534 | $10.4M | 0.89% | +466+0.7% | Added |
| Strategic Wealth Designers | 71,520 | $10.4M | 1.88% | −5,231−6.8% | Reduced |
| Boston Financial Mangement LLC | 71,411 | $10.4M | 0.39% | −1,305−1.8% | Reduced |
| Journey Advisory Group, LLC | 71,252 | $10.3M | 1.54% | +1,651+2.4% | Added |
| Worldquant Millennium Advisors LLC | 71,106 | $10.3M | 0.16% | −180,535−71.7% | Reduced |
| Stamos Capital Partners, L.P. | 71,000 | $10.3M | 2.29% | −22,150−23.8% | Reduced |
| Strategy Asset Managers LLC | 70,987 | $10.3M | 2.69% | −8,180−10.3% | Reduced |
| Woodstock Corp | 70,967 | $10.3M | 1.29% | +78+0.1% | Added |
| Dynamic Advisor Solutions LLC | 70,938 | $10.3M | 0.49% | +2,246+3.3% | Added |
| Camden Capital, LLC | 70,815 | $10.3M | 1.22% | +1,855+2.7% | Added |
| Pettee Investors, Inc. | 70,756 | $10.3M | 4.88% | −228−0.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 70,187 | $10.2M | 2.40% | +713+1.0% | Added |
| Community Bank of Raymore | 69,786 | $10.1M | 4.71% | −190−0.3% | Reduced |
| Waratah Capital Advisors Ltd. | 69,445 | $10.1M | 0.46% | +38,624+125.3% | Added |
| Baldwin Brothers Inc | 69,317 | $10.1M | 0.86% | +51+0.1% | Added |
| One Capital Management, LLC | 68,441 | $9.93M | 0.44% | +1,957+2.9% | Added |
| Farmers National Bank | 68,356 | $9.91M | 3.44% | +3,348+5.2% | Added |
| Ballentine Partners, LLC | 68,217 | $9.89M | 0.23% | +4,258+6.7% | Added |
| Foster & Motley Inc | 68,207 | $9.89M | 0.81% | +5,608+9.0% | Added |
| Naples Global Advisors, LLC | 68,137 | $9.88M | 1.20% | +2,127+3.2% | Added |
| Addenda Capital Inc. | 68,030 | $9.87M | 0.43% | −6,087−8.2% | Reduced |
| GFS Advisors, LLC | 67,978 | $9.86M | 1.53% | +39,278+136.9% | Added |
| Symmetry Partners, LLC | 67,782 | $9.83M | 0.53% | +6,163+10.0% | Added |
| Wellington Shields Capital Management, LLC | 67,666 | $9.81M | 1.29% | −817−1.2% | Reduced |
| Stokes Family Office, LLC | 67,639 | $9.81M | 1.15% | +1,016+1.5% | Added |
| Ropes Wealth Advisors LLC | 67,450 | $9.78M | 1.90% | −2,728−3.9% | Reduced |
| Buckley Wealth Management, LLC | 67,422 | $9.78M | 3.66% | −2,095−3.0% | Reduced |
| Barbara Oil Co. | 67,000 | $9.72M | 4.60% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 66,415 | $9.63M | 1.37% | −5,286−7.4% | Reduced |
| JCIC Asset Management Inc. | 66,111 | $9.59M | 4.85% | −1,945−2.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 66,043 | $9.58M | 0.92% | +66,043 | New |
| Mitchell Sinkler & Starr | 65,809 | $9.54M | 2.94% | −23,254−26.1% | Reduced |
| Waycross Partners, LLC | 65,703 | $9.53M | 2.11% | +3,404+5.5% | Added |
| Buffington Mohr McNeal | 65,583 | $9.51M | 2.16% | +58+0.1% | Added |
| Ar Asset Management Inc | 65,231 | $9.46M | 2.65% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 65,200 | $9.46M | 0.52% | +26,564+68.8% | Added |
| Vinva Investment Management Ltd | 64,020 | $9.45M | 0.90% | −4,932−7.2% | Reduced |
| Xcel Wealth Management, LLC | 64,938 | $9.42M | 3.72% | −3,475−5.1% | Reduced |
| Dorchester Wealth Management Co | 64,889 | $9.41M | 1.90% | +100+0.2% | Added |
| Invictus Private Wealth, LLC | 64,604 | $9.37M | 1.02% | −637−1.0% | Reduced |
| BKD Wealth Advisors, LLC | 64,413 | $9.34M | 0.28% | −19,345−23.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 64,380 | $9.34M | 4.15% | +290.0% | Added |
| Global Retirement Partners, LLC | 65,120 | $9.33M | 0.47% | −3,516−5.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 64,191 | $9.31M | 1.26% | −2,496−3.7% | Reduced |
| Clough Capital Partners L P | 64,200 | $9.31M | 1.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 63,882 | $9.26M | 1.97% | −229−0.4% | Reduced |
| Visionary Wealth Advisors | 63,858 | $9.26M | 0.75% | −970−1.5% | Reduced |
| Signaturefd, LLC | 63,658 | $9.23M | 0.24% | −419−0.7% | Reduced |
| Hills Bank & Trust Co | 63,502 | $9.21M | 1.07% | −678−1.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 63,289 | $9.18M | 0.13% | +227+0.4% | Added |
| Moody National Bank Trust Division | 63,113 | $9.15M | 0.59% | +1,106+1.8% | Added |
| David Loasby | 63,772 | $9.14M | 1.01% | +1,910+3.1% | Added |
| Hoertkorn Richard Charles | 63,006 | $9.14M | 4.57% | −292−0.5% | Reduced |
| Greystone Financial Group, LLC | 62,786 | $9.11M | 2.27% | −699−1.1% | Reduced |
| Fagan Associates, Inc. | 62,664 | $9.09M | 2.20% | +49+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 62,595 | $9.08M | 1.13% | +3,902+6.6% | Added |
| Constitution Capital LLC | 62,595 | $9.08M | 6.18% | −1,808−2.8% | Reduced |
| Vestcor Inc | 62,561 | $9.07M | 0.33% | −5,693−8.3% | Reduced |
| Essex Financial Services, Inc. | 62,544 | $9.07M | 1.05% | +13,637+27.9% | Added |
| Veriti Management LLC | 62,444 | $9.06M | 1.04% | +2,099+3.5% | Added |
| Sara-Bay Financial | 62,256 | $9.03M | 4.58% | −120.0% | Reduced |
| Venator Management LLC | 62,250 | $9.03M | 3.33% | +150.0% | Added |
| Laurel Wealth Advisors LLC | 62,245 | $9.03M | 1.92% | −3,150−4.8% | Reduced |
| Cypress Asset Management Inc | 62,107 | $8.99M | 3.01% | +1,576+2.6% | Added |
| Carmel Capital Management L.L.C. | 61,953 | $8.98M | 5.09% | −400−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 61,943 | $8.98M | 0.57% | +4,906+8.6% | Added |