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 |
|---|---|---|---|---|---|
| Skylands Capital, LLC | 61,725 | $8.95M | 1.35% | −1,525−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 61,630 | $8.94M | 0.97% | −3,467−5.3% | Reduced |
| D L Carlson Investment Group Inc | 61,598 | $8.93M | 1.80% | −488−0.8% | Reduced |
| Bridgecreek Investment Management, LLC | 61,576 | $8.93M | 1.82% | −739−1.2% | Reduced |
| BancorpSouth Bank | 61,514 | $8.92M | 0.78% | −30.0% | Reduced |
| Bank of Hawaii | 61,350 | $8.90M | 0.51% | −3,509−5.4% | Reduced |
| Twin Tree Management, LP | 61,108 | $8.86M | 0.30% | +61,108 | New |
| Moreno Evelyn V | 60,926 | $8.84M | 1.92% | −12,769−17.3% | Reduced |
| Lynch & Associates | 60,871 | $8.83M | 2.33% | +818+1.4% | Added |
| Zuckerman Investment Group, LLC | 60,569 | $8.78M | 1.26% | +381+0.6% | Added |
| Fundamentun, LLC | 60,548 | $8.78M | 1.31% | +2,988+5.2% | Added |
| Boyer & Corporon Wealth Management, LLC | 60,452 | $8.77M | 3.20% | −1,766−2.8% | Reduced |
| Ritholtz Wealth Management | 60,388 | $8.76M | 0.39% | +6,852+12.8% | Added |
| Merit Financial Group, LLC | 60,305 | $8.75M | 0.29% | +5,114+9.3% | Added |
| XML Financial, LLC | 60,223 | $8.73M | 1.05% | +251+0.4% | Added |
| Stolper Co | 60,217 | $8.73M | 3.79% | +198+0.3% | Added |
| First Hawaiian Bank | 60,160 | $8.72M | 0.30% | +1,491+2.5% | Added |
| Nwi Management LP | 60,000 | $8.70M | 1.51% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 59,978 | $8.70M | 2.47% | +2,396+4.2% | Added |
| Greenwood Capital Associates LLC | 59,873 | $8.68M | 1.26% | +1,007+1.7% | Added |
| Lakeview Capital Partners, LLC | 59,847 | $8.68M | 1.69% | −74−0.1% | Reduced |
| Camden National Bank | 59,758 | $8.67M | 1.78% | −933−1.5% | Reduced |
| Mark Stevens | 59,632 | $8.65M | 1.16% | −370−0.6% | Reduced |
| Harrell Investment Partners, LLC | 60,112 | $8.64M | 2.94% | +2,959+5.2% | Added |
| Socorro Asset Management LP | 59,519 | $8.63M | 4.03% | −19,356−24.5% | Reduced |
| Meritage Portfolio Management | 59,477 | $8.63M | 0.64% | −861−1.4% | Reduced |
| Shorepoint Capital Partners LLC | 59,357 | $8.61M | 2.53% | +6,315+11.9% | Added |
| Perennial Advisors, LLC | 59,314 | $8.60M | 2.32% | +198+0.3% | Added |
| NatWest Group plc | 59,313 | $8.60M | 4.48% | +2,788+4.9% | Added |
| Plimoth Trust Co LLC | 59,311 | $8.60M | 2.69% | −732−1.2% | Reduced |
| Royal Fund Management, LLC | 59,277 | $8.60M | 1.23% | −1,285−2.1% | Reduced |
| Freemont Management S.A. | 59,100 | $8.57M | 1.38% | −10,000−14.5% | Reduced |
| IHT Wealth Management, LLC | 59,052 | $8.56M | 0.43% | +3,079+5.5% | Added |
| Radnor Capital Management, LLC | 58,904 | $8.54M | 1.70% | −440−0.7% | Reduced |
| Soltis Investment Advisors LLC | 58,803 | $8.53M | 1.10% | −893−1.5% | Reduced |
| Bard Financial Services, Inc. | 58,715 | $8.51M | 1.05% | +250+0.4% | Added |
| Cyrus J. Lawrence, LLC | 58,392 | $8.47M | 2.32% | +310+0.5% | Added |
| Mengis Capital Management, Inc. | 57,938 | $8.40M | 1.75% | +139+0.2% | Added |
| M&R Capital Management Inc | 57,671 | $8.36M | 2.29% | +1,099+1.9% | Added |
| River Wealth Advisors LLC | 57,449 | $8.33M | 1.49% | +1,168+2.1% | Added |
| Covington Investment Advisors Inc. | 57,308 | $8.31M | 1.70% | −170−0.3% | Reduced |
| Sigma Investment Counselors Inc | 57,278 | $8.31M | 0.63% | −390−0.7% | Reduced |
| Paradiem, LLC | 57,266 | $8.30M | 2.49% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 57,240 | $8.30M | 4.05% | −200−0.3% | Reduced |
| Apriem Advisors | 56,990 | $8.26M | 1.21% | −89−0.2% | Reduced |
| Boyar Asset Management Inc. | 56,980 | $8.26M | 6.49% | −998−1.7% | Reduced |
| Independent Investors Inc | 56,949 | $8.26M | 2.10% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 56,915 | $8.25M | 2.40% | −806−1.4% | Reduced |
| First Western Trust Bank | 56,708 | $8.22M | 0.44% | −1,603−2.7% | Reduced |
| Miracle Mile Advisors, LLC | 56,647 | $8.21M | 0.25% | −1,892−3.2% | Reduced |
| EagleClaw Capital Managment, LLC | 56,615 | $8.21M | 1.86% | +880+1.6% | Added |
| Red Door Wealth Management, LLC | 56,509 | $8.19M | 2.05% | −5,863−9.4% | Reduced |
| Amica Mutual Insurance Co | 56,456 | $8.19M | 0.96% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 56,237 | $8.16M | 0.41% | +378+0.7% | Added |
| Terry L. Blaker | 56,116 | $8.14M | 0.73% | −1,765−3.0% | Reduced |
| Family Capital Trust Co | 56,093 | $8.13M | 2.88% | −551−1.0% | Reduced |
| Hartford Financial Management Inc. | 55,983 | $8.12M | 2.07% | −225−0.4% | Reduced |
| Martin Capital Partners, LLC | 55,921 | $8.11M | 3.41% | −281−0.5% | Reduced |
| Inlet Private Wealth, LLC | 55,746 | $8.08M | 2.66% | −7,360−11.7% | Reduced |
| Next Level Private LLC | 55,814 | $8.02M | 5.32% | +115+0.2% | Added |
| Chicago Capital, LLC | 55,178 | $8.00M | 0.37% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 55,176 | $8.00M | 0.63% | +191+0.3% | Added |
| HRT Financial LP | 55,137 | $8.00M | 0.08% | +55,137 | New |
| Mitchell Capital Management Co | 55,065 | $7.99M | 1.90% | +730+1.3% | Added |
| Cardinal Capital Management | 55,051 | $7.98M | 1.63% | +526+1.0% | Added |
| Gotham Asset Management, LLC | 54,961 | $7.97M | 0.16% | +1,029+1.9% | Added |
| Brown Shipley& Co Ltd | 54,927 | $7.97M | 4.39% | +5,025+10.1% | Added |
| Sumitomo Life Insurance Co | 54,704 | $7.93M | 0.22% | +265+0.5% | Added |
| Wright Investors Service Inc | 54,525 | $7.91M | 2.29% | −785−1.4% | Reduced |
| Capital Analysts, LLC | 54,353 | $7.88M | 0.44% | +1,216+2.3% | Added |
| Compass Wealth Management LLC | 54,206 | $7.86M | 2.47% | −601−1.1% | Reduced |
| Pioneer Trust Bank N A | 54,140 | $7.85M | 2.60% | −6,670−11.0% | Reduced |
| Gillson Capital LP | 54,097 | $7.84M | 0.58% | −29,287−35.1% | Reduced |
| Rench Wealth Management, Inc. | 53,952 | $7.82M | 3.60% | −90.0% | Reduced |
| Fulton Bank, N.A. | 53,865 | $7.81M | 0.39% | +1,949+3.8% | Added |
| GDS Wealth Management | 53,257 | $7.72M | 1.21% | +4,249+8.7% | Added |
| Cutler Investment Counsel LLC | 53,188 | $7.71M | 1.22% | −46−0.1% | Reduced |
| Nations Financial Group Inc, | 53,156 | $7.71M | 0.78% | +1,819+3.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 52,953 | $7.68M | 0.97% | −13,846−20.7% | Reduced |
| Northern Oak Wealth Management Inc | 52,907 | $7.67M | 0.95% | −8,991−14.5% | Reduced |
| Stony Point Wealth Management Inc. | 52,767 | $7.64M | 3.97% | −809−1.5% | Reduced |
| AMG National Trust Bank | 52,642 | $7.63M | 0.27% | −358−0.7% | Reduced |
| KG&L Capital Management,LLC | 52,623 | $7.63M | 3.68% | +175+0.3% | Added |
| HGK Asset Management Inc | 52,594 | $7.63M | 2.49% | −4,357−7.7% | Reduced |
| Geneos Wealth Management Inc. | 52,426 | $7.60M | 0.39% | +1,435+2.8% | Added |
| Bray Capital Advisors | 52,314 | $7.59M | 2.31% | +210+0.4% | Added |
| Pacific Global Investment Management CO | 52,288 | $7.58M | 1.67% | −420−0.8% | Reduced |
| Brave Asset Management Inc | 52,214 | $7.57M | 2.31% | −319−0.6% | Reduced |
| Intact Investment Management Inc. | 52,100 | $7.56M | 0.33% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 52,048 | $7.55M | 1.89% | +974+1.9% | Added |
| CMT Capital Markets Trading GmbH | 52,000 | $7.54M | 4.29% | +52,000 | New |
| Exchange Traded Concepts, LLC | 51,890 | $7.53M | 0.21% | +1,452+2.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 51,887 | $7.52M | 2.51% | +51,887 | New |
| Harbor Investment Advisory, LLC | 65,618 | $7.52M | 0.98% | +55+0.1% | Added |
| Gibraltar Capital Management, Inc. | 51,836 | $7.52M | 3.33% | +95+0.2% | Added |
| Dean Investment Associates, LLC | 51,788 | $7.51M | 1.23% | −274−0.5% | Reduced |
| Castleark Management LLC | 51,730 | $7.50M | 0.38% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 51,723 | $7.50M | 0.26% | +51,723 | New |
| Redmond Asset Management, LLC | 51,707 | $7.50M | 2.67% | −42−0.1% | Reduced |
| Marietta Wealth Management, LLC | 51,705 | $7.50M | 1.49% | −1,325−2.5% | Reduced |