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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 44,083 | $6.39M | 1.13% | −1,800−3.9% | Reduced |
| Brown Miller Wealth Management, LLC | 44,074 | $6.39M | 3.57% | +577+1.3% | Added |
| Evexia Wealth LLC | 45,475 | $6.38M | 3.23% | −7,916−14.8% | Reduced |
| Hilltop Holdings Inc. | 44,026 | $6.38M | 0.79% | +9,947+29.2% | Added |
| Strategic Advisors LLC | 43,914 | $6.37M | 1.26% | +1,720+4.1% | Added |
| Lake Street Financial LLC | 43,130 | $6.37M | 1.14% | +10,311+31.4% | Added |
| RPG Investment Advisory, LLC | 43,682 | $6.33M | 1.16% | −60−0.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 43,668 | $6.33M | 1.77% | +489+1.1% | Added |
| Granite Investment Partners, LLC | 43,630 | $6.33M | 0.26% | +210.0% | Added |
| AIA Group Ltd | 43,464 | $6.30M | 0.31% | +17,642+68.3% | Added |
| Beacon Financial Group | 43,035 | $6.30M | 0.89% | −299−0.7% | Reduced |
| Harvey Capital Management Inc | 43,392 | $6.29M | 2.21% | −2,850−6.2% | Reduced |
| Harbour Investments, Inc. | 43,360 | $6.29M | 0.32% | +960+2.3% | Added |
| Strategic Wealth Partners, Ltd. | 43,319 | $6.28M | 0.83% | +630+1.5% | Added |
| Summit Financial, LLC | 43,301 | $6.28M | 0.46% | +8,512+24.5% | Added |
| Intrust Bank NA | 43,185 | $6.26M | 0.80% | −1,243−2.8% | Reduced |
| McDonald Partners LLC | 42,867 | $6.22M | 2.02% | −1,347−3.0% | Reduced |
| Argyle Capital Management Inc. | 42,827 | $6.21M | 2.27% | +1,500+3.6% | Added |
| Canal Capital Management, LLC | 42,799 | $6.21M | 1.27% | +203+0.5% | Added |
| Wealthcare Advisory Partners LLC | 42,791 | $6.21M | 0.28% | −331−0.8% | Reduced |
| Alpha Omega Wealth Management LLC | 42,703 | $6.19M | 1.07% | −678−1.6% | Reduced |
| Quadrant Capital Group LLC | 42,667 | $6.19M | 0.62% | +898+2.1% | Added |
| Bank Hapoalim BM | 42,644 | $6.18M | 1.00% | −44,017−50.8% | Reduced |
| Joel Isaacson & Co., LLC | 42,639 | $6.18M | 0.42% | +275+0.6% | Added |
| Flagship Harbor Advisors, LLC | 42,622 | $6.18M | 0.51% | −1,112−2.5% | Reduced |
| Concentric Wealth Management, LLC | 42,524 | $6.17M | 2.03% | −58−0.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 42,520 | $6.17M | 0.87% | −3,600−7.8% | Reduced |
| Sage Mountain Advisors LLC | 42,399 | $6.15M | 0.85% | +470+1.1% | Added |
| Laffer Tengler Investments | 42,282 | $6.13M | 1.80% | +7,558+21.8% | Added |
| City Holding Co | 42,086 | $6.10M | 1.09% | +617+1.5% | Added |
| Buck Wealth Strategies, LLC | 42,081 | $6.10M | 2.45% | +115+0.3% | Added |
| Waldron Private Wealth LLC | 42,022 | $6.09M | 0.32% | +1,302+3.2% | Added |
| Patton Albertson Miller Group, LLC | 41,911 | $6.08M | 1.19% | +244+0.6% | Added |
| Berkshire Bank | 41,866 | $6.07M | 1.75% | −164−0.4% | Reduced |
| John G Ullman & Associates Inc | 41,854 | $6.07M | 0.99% | −400−0.9% | Reduced |
| First Nebraska Trust Co | 41,815 | $6.06M | 0.75% | +58+0.1% | Added |
| K.J. Harrison & Partners Inc | 41,600 | $6.03M | 1.36% | +14,977+56.3% | Added |
| Fund Management at Engine No. 1 LLC | 41,561 | $6.03M | 0.95% | +3,517+9.2% | Added |
| Confluence Wealth Services, Inc. | 41,523 | $6.02M | 1.19% | +1,589+4.0% | Added |
| Unison Asset Management LLC | 41,515 | $6.02M | 3.96% | +528+1.3% | Added |
| Providence Capital Advisors, LLC | 41,514 | $6.02M | 1.58% | +53+0.1% | Added |
| Traynor Capital Management, Inc. | 41,513 | $6.02M | 0.81% | +303+0.7% | Added |
| Mandatum Life Insurance Co Ltd | 41,502 | $6.02M | 2.51% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 41,454 | $6.01M | 0.47% | −49−0.1% | Reduced |
| Coerente Capital Management | 41,252 | $5.98M | 1.33% | +7,785+23.3% | Added |
| Fusion Capital, LLC | 41,091 | $5.96M | 3.36% | +1,391+3.5% | Added |
| Souders Financial Advisors | 41,088 | $5.96M | 1.14% | −3,182−7.2% | Reduced |
| Ardent Capital Management, Inc. | 41,045 | $5.95M | 3.36% | −38,500−48.4% | Reduced |
| DT Investment Partners, LLC | 41,044 | $5.95M | 0.72% | −24−0.1% | Reduced |
| NBC Securities, Inc. | 41,015 | $5.95M | 0.65% | +41,015 | New |
| RBF Capital, LLC | 41,000 | $5.95M | 0.39% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 40,990 | $5.94M | 0.67% | +952+2.4% | Added |
| Parcion Private Wealth LLC | 40,912 | $5.93M | 0.62% | +767+1.9% | Added |
| RSM US Wealth Management LLC | 40,886 | $5.93M | 0.21% | +1,664+4.2% | Added |
| Selway Asset Management | 40,867 | $5.93M | 2.73% | −3,545−8.0% | Reduced |
| SlateStone Wealth, LLC | 40,861 | $5.93M | 0.86% | +27,821+213.4% | Added |
| Kavar Capital Partners Group, LLC | 40,848 | $5.92M | 1.29% | +747+1.9% | Added |
| Howland Capital Management LLC | 40,802 | $5.92M | 0.35% | −880−2.1% | Reduced |
| DCM Advisors, LLC | 40,788 | $5.92M | 2.67% | −1,636−3.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 40,751 | $5.91M | 1.74% | −1,607−3.8% | Reduced |
| Warren Averett Asset Management, LLC | 40,710 | $5.90M | 0.26% | +16,513+68.2% | Added |
| Herr Investment Group LLC | 40,544 | $5.88M | 1.83% | +40,544 | New |
| Bradley & Co. Private Wealth Management, LLC | 40,533 | $5.88M | 6.13% | −786−1.9% | Reduced |
| Claro Advisors LLC | 40,459 | $5.87M | 1.47% | +2,383+6.3% | Added |
| Citizens National Bank Trust Department | 40,391 | $5.86M | 1.61% | −1,132−2.7% | Reduced |
| Legacy Financial Advisors, Inc. | 40,370 | $5.85M | 1.17% | +855+2.2% | Added |
| Townsend Asset Management Corp | 40,319 | $5.85M | 2.95% | +1,464+3.8% | Added |
| Chronos Wealth Management, LLC | 40,223 | $5.83M | 4.08% | −80.0% | Reduced |
| Hilton Capital Management, LLC | 40,142 | $5.82M | 0.78% | −1,925−4.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 40,109 | $5.82M | 0.14% | −9,283−18.8% | Reduced |
| Andra AP-fonden | 40,100 | $5.82M | 0.34% | −1,400−3.4% | Reduced |
| Peloton Wealth Strategists | 40,018 | $5.80M | 2.68% | −1,715−4.1% | Reduced |
| Varma Mutual Pension Insurance Co | 40,006 | $5.80M | 0.07% | +3,881+10.7% | Added |
| Hudson Bay Capital Management LP | 40,000 | $5.80M | 0.06% | −60,000−60.0% | Reduced |
| Banque Pictet & Cie SA | 39,731 | $5.76M | 0.07% | −92,812−70.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 39,688 | $5.76M | 0.75% | +1,402+3.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,603 | $5.74M | 0.39% | −555−1.4% | Reduced |
| Principal Street Partners, LLC | 39,584 | $5.74M | 1.14% | −2,074−5.0% | Reduced |
| Davis-Rea Ltd. | 39,568 | $5.74M | 3.11% | −897−2.2% | Reduced |
| Van Strum & Towne Inc. | 39,565 | $5.74M | 2.42% | −485−1.2% | Reduced |
| Udine Wealth Management, Inc. | 39,524 | $5.73M | 5.54% | +602+1.5% | Added |
| Hohimer Wealth Management, LLC | 39,393 | $5.71M | 1.63% | −697−1.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 39,392 | $5.71M | 1.70% | −19,852−33.5% | Reduced |
| tru Independence LLC | 39,317 | $5.70M | 1.97% | +70.0% | Added |
| CX Institutional | 39,255 | $5.69M | 0.31% | +19,729+101.0% | Added |
| Capital Asset Advisory Services LLC | 38,918 | $5.69M | 0.39% | +2,276+6.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 39,219 | $5.69M | 2.19% | −360−0.9% | Reduced |
| White Pine Investment CO | 39,203 | $5.68M | 2.00% | −166−0.4% | Reduced |
| Close Asset Management Ltd | 39,182 | $5.68M | 0.29% | +3,302+9.2% | Added |
| Summit Trail Advisors, LLC | 39,114 | $5.67M | 0.21% | −681−1.7% | Reduced |
| Somerset Trust Co | 38,871 | $5.64M | 2.57% | −256−0.7% | Reduced |
| Claar Advisors LLC | 38,800 | $5.63M | 2.23% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 38,706 | $5.61M | 1.02% | +5,624+17.0% | Added |
| Hyperion Capital Advisors LP | 38,624 | $5.60M | 3.07% | −18,000−31.8% | Reduced |
| Bogart Wealth, LLC | 38,571 | $5.59M | 0.35% | +99+0.3% | Added |
| Harbor Advisory Corp | 38,504 | $5.58M | 2.02% | −195−0.5% | Reduced |
| Colonial Trust Co | 38,490 | $5.58M | 1.38% | −242−0.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 38,302 | $5.55M | 0.61% | +1,846+5.1% | Added |
| Advanced Asset Management Advisors Inc | 38,300 | $5.55M | 1.33% | +10.0% | Added |
| TRUE Private Wealth Advisors | 38,289 | $5.55M | 0.77% | −96−0.3% | Reduced |