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 |
|---|---|---|---|---|---|
| NBW Capital LLC | 51,653 | $7.49M | 1.83% | −203−0.4% | Reduced |
| Ballast Advisors LLC | 51,513 | $7.47M | 2.98% | −3,700−6.7% | Reduced |
| Ascent Wealth Partners, LLC | 51,479 | $7.47M | 1.38% | −1,073−2.0% | Reduced |
| Dividend Assets Capital, LLC | 51,474 | $7.46M | 1.55% | +7,125+16.1% | Added |
| Bridge Creek Capital Management LLC | 51,245 | $7.43M | 2.82% | −190−0.4% | Reduced |
| American National Bank | 51,206 | $7.43M | 1.26% | +1,242+2.5% | Added |
| Smithbridge Asset Management Inc | 51,114 | $7.41M | 1.84% | +278+0.5% | Added |
| Roundview Capital LLC | 50,890 | $7.38M | 0.74% | −463−0.9% | Reduced |
| Baker Ellis Asset Management LLC | 50,846 | $7.37M | 1.32% | +325+0.6% | Added |
| American Money Management, LLC | 50,835 | $7.37M | 1.88% | +181+0.4% | Added |
| Commonwealth Retirement Investments LLC | 50,822 | $7.37M | 4.25% | +596+1.2% | Added |
| Mirador Capital Partners LP | 50,801 | $7.37M | 1.68% | +979+2.0% | Added |
| Dana Investment Advisors, Inc. | 50,770 | $7.36M | 0.38% | +8,001+18.7% | Added |
| Avitas Wealth Management LLC | 50,724 | $7.36M | 1.40% | −151−0.3% | Reduced |
| RiverFront Investment Group, LLC | 50,648 | $7.35M | 0.26% | +4,688+10.2% | Added |
| Aviance Capital Partners, LLC | 50,475 | $7.32M | 1.65% | −1,447−2.8% | Reduced |
| Key Bridge Compliance, LLC | 50,440 | $7.31M | 2.29% | +50,440 | New |
| Boston Family Office LLC | 50,273 | $7.29M | 0.60% | −13,085−20.7% | Reduced |
| Western Wealth Management, LLC | 50,195 | $7.28M | 0.62% | +3,326+7.1% | Added |
| Baldwin Investment Management, LLC | 50,175 | $7.28M | 1.22% | −816−1.6% | Reduced |
| Old Second National Bank of Aurora | 50,041 | $7.26M | 2.21% | −3,550−6.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 50,034 | $7.26M | 0.70% | +1,278+2.6% | Added |
| Arkadios Wealth Advisors | 49,836 | $7.23M | 0.69% | +5,538+12.5% | Added |
| Bangor Savings Bank | 49,748 | $7.21M | 0.86% | −405−0.8% | Reduced |
| Goelzer Investment Management, Inc. | 49,677 | $7.20M | 0.51% | −1,011−2.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 49,650 | $7.20M | 1.73% | −299−0.6% | Reduced |
| AlphaCore Capital LLC | 49,551 | $7.19M | 1.13% | +704+1.4% | Added |
| Whalerock Point Partners, LLC | 49,544 | $7.18M | 2.49% | −131−0.3% | Reduced |
| Tudor Investment Corp Et Al | 49,457 | $7.17M | 0.11% | +35,375+251.2% | Added |
| Jamison Private Wealth Management, Inc. | 49,403 | $7.16M | 1.48% | +49,403 | New |
| Burney Co | 49,324 | $7.15M | 0.34% | +502+1.0% | Added |
| Wealthspire Advisors, LLC | 49,294 | $7.15M | 0.12% | +13,049+36.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50,251 | $7.11M | 0.08% | −398−0.8% | Reduced |
| Consolidated Planning Corp | 48,995 | $7.11M | 1.57% | +9,827+25.1% | Added |
| Asset Dedication, LLC | 49,144 | $7.11M | 0.61% | +84+0.2% | Added |
| Private Trust Co NA | 48,983 | $7.10M | 0.94% | +1,223+2.6% | Added |
| Equitable Trust Co | 48,965 | $7.10M | 0.59% | +2,222+4.8% | Added |
| Sompo Asset Management Co., Ltd. | 48,930 | $7.10M | 1.55% | −23,300−32.3% | Reduced |
| Elk River Wealth Management, LLC | 48,862 | $7.09M | 1.57% | −331−0.7% | Reduced |
| Edge Capital Group, LLC | 48,783 | $7.07M | 0.46% | −18,586−27.6% | Reduced |
| McGinn Investment Management, Inc. | 48,759 | $7.07M | 5.57% | −1,648−3.3% | Reduced |
| Wellington Shields & Co., LLC | 48,700 | $7.06M | 1.77% | −296−0.6% | Reduced |
| IFP Advisors, Inc | 48,596 | $7.05M | 0.32% | −15,107−23.7% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 48,573 | $7.04M | 0.77% | −111,460−69.6% | Reduced |
| Wintrust Investments LLC | 48,557 | $7.04M | 0.74% | +871+1.8% | Added |
| Garland Capital Management Inc | 48,495 | $7.03M | 4.96% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 48,427 | $7.02M | 1.64% | −2,133−4.2% | Reduced |
| Jessup Wealth Management, Inc | 48,390 | $7.02M | 4.04% | +33,376+222.3% | Added |
| Adalta Capital Management LLC | 48,349 | $7.01M | 4.78% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 48,338 | $7.01M | 2.10% | +90+0.2% | Added |
| Graypoint LLC | 48,318 | $7.01M | 0.66% | +1,437+3.1% | Added |
| ExodusPoint Capital Management, LP | 48,254 | $7.00M | 0.09% | +5,922+14.0% | Added |
| Van Hulzen Asset Management, LLC | 48,210 | $6.99M | 0.54% | +13,310+38.1% | Added |
| Knights of Columbus Asset Advisors LLC | 47,964 | $6.96M | 0.64% | +10,731+28.8% | Added |
| Davy Global Fund Management Ltd | 47,852 | $6.94M | 1.43% | +1,801+3.9% | Added |
| First Interstate Bank | 47,702 | $6.92M | 0.60% | −1,943−3.9% | Reduced |
| Quattro Financial Advisors LLC | 47,700 | $6.92M | 3.01% | −2,000−4.0% | Reduced |
| Schulhoff & Co Inc | 47,535 | $6.89M | 3.48% | −2,959−5.9% | Reduced |
| Nelson Capital Management, LLC | 47,303 | $6.86M | 1.68% | +10,034+26.9% | Added |
| Meeder Advisory Services, Inc. | 47,265 | $6.85M | 0.86% | −4,876−9.4% | Reduced |
| SevenBridge Financial Group, LLC | 47,127 | $6.83M | 1.77% | +1,074+2.3% | Added |
| Q Capital Solutions | 47,064 | $6.83M | 7.41% | +16,179+52.4% | Added |
| Baader Bank INC | 47,019 | $6.82M | 0.62% | +386+0.8% | Added |
| Walter & Keenan Financial Consulting Co | 46,960 | $6.81M | 2.65% | −9,623−17.0% | Reduced |
| Financial Partners Group, LLC | 46,907 | $6.80M | 3.26% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 46,077 | $6.80M | 0.32% | −1,115−2.4% | Reduced |
| Avantax Planning Partners, Inc. | 46,859 | $6.80M | 0.28% | +561+1.2% | Added |
| WCG Wealth Advisors LLC | 45,666 | $6.77M | 0.50% | +22,523+97.3% | Added |
| Jacobi Capital Management LLC | 46,659 | $6.77M | 0.76% | +111+0.2% | Added |
| Wittenberg Investment Management, Inc. | 46,440 | $6.73M | 2.47% | −175−0.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 46,289 | $6.71M | 2.27% | +247+0.5% | Added |
| Kinneret Advisory, LLC | 46,067 | $6.68M | 0.83% | −27−0.1% | Reduced |
| Stokes Capital Advisors, LLC | 46,039 | $6.68M | 2.33% | +544+1.2% | Added |
| Arrow Financial Corp | 45,928 | $6.66M | 0.78% | −7,671−14.3% | Reduced |
| Northwest Bancshares, Inc. | 45,773 | $6.64M | 1.27% | −1,676−3.5% | Reduced |
| Arjuna Capital | 45,715 | $6.63M | 2.37% | +628+1.4% | Added |
| Bernzott Capital Advisors | 45,697 | $6.63M | 2.28% | −7,357−13.9% | Reduced |
| Schechter Investment Advisors, LLC | 45,511 | $6.60M | 0.64% | +654+1.5% | Added |
| Ipswich Investment Management Co., Inc. | 45,435 | $6.59M | 1.80% | +404+0.9% | Added |
| Hixon Zuercher, LLC | 45,327 | $6.57M | 3.44% | +2,312+5.4% | Added |
| Semmax Financial Advisors Inc. | 44,984 | $6.56M | 2.63% | +44,984 | New |
| Peterson Wealth Services | 45,111 | $6.54M | 4.90% | +1,275+2.9% | Added |
| McRae Capital Management Inc | 45,082 | $6.54M | 1.94% | −128−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 44,910 | $6.54M | 0.33% | +21,457+91.5% | Added |
| Abbrea Capital, LLC | 45,013 | $6.53M | 1.04% | +313+0.7% | Added |
| DFPG Investments, LLC | 45,191 | $6.52M | 0.61% | +4,125+10.0% | Added |
| Institutional & Family Asset Management, LLC | 44,927 | $6.52M | 1.07% | −292−0.6% | Reduced |
| Oxford Financial Group Ltd | 44,906 | $6.51M | 0.57% | −2,354−5.0% | Reduced |
| American Trust | 44,873 | $6.51M | 0.50% | −4,216−8.6% | Reduced |
| Duncker Streett & Co Inc | 44,830 | $6.50M | 1.51% | −386−0.9% | Reduced |
| Shepherd Financial Partners LLC | 44,827 | $6.50M | 1.02% | +2,883+6.9% | Added |
| Gladius Capital Management LP | 44,796 | $6.50M | 1.87% | +44,796 | New |
| DoubleLine ETF Adviser LP | 44,760 | $6.49M | 2.33% | +2,319+5.5% | Added |
| Asset Planning Services Inc | 44,752 | $6.49M | 4.26% | +110+0.2% | Added |
| QV Investors Inc. | 44,650 | $6.47M | 0.67% | −1,010−2.2% | Reduced |
| Ascent Group, LLC | 44,869 | $6.47M | 0.71% | −5,423−10.8% | Reduced |
| Parthenon LLC | 44,519 | $6.46M | 0.97% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 44,479 | $6.45M | 2.62% | −221−0.5% | Reduced |
| Magnus Financial Group LLC | 44,474 | $6.45M | 0.94% | +409+0.9% | Added |
| Boyd Watterson Asset Management LLC | 44,175 | $6.41M | 2.80% | −78−0.2% | Reduced |