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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 38,217 | $5.54M | 0.31% | −1,170−3.0% | Reduced |
| Ami Investment Management Inc | 38,199 | $5.54M | 2.49% | −138−0.4% | Reduced |
| Philadelphia Trust Co | 38,152 | $5.53M | 0.57% | +90+0.2% | Added |
| Parkwood LLC | 38,130 | $5.53M | 1.01% | −2,729−6.7% | Reduced |
| Roberts Wealth Advisors, LLC | 37,377 | $5.53M | 2.43% | −123−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 38,088 | $5.52M | 0.51% | −1,359−3.4% | Reduced |
| Sitrin Capital Management LLC | 37,952 | $5.50M | 3.44% | −4,392−10.4% | Reduced |
| Bowen Hanes & Co Inc | 37,835 | $5.49M | 0.18% | +891+2.4% | Added |
| Werlinich Asset Management, LLC | 37,832 | $5.49M | 4.53% | −378−1.0% | Reduced |
| Empire Financial Management Company, LLC | 37,660 | $5.46M | 2.38% | −3,959−9.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 37,657 | $5.46M | 0.03% | +3,471+10.2% | Added |
| Weil Company, Inc. | 37,619 | $5.46M | 2.71% | +2,346+6.7% | Added |
| MSD Partners, L.P. | 37,500 | $5.44M | 0.44% | 00.0% | Unchanged |
| Boston Research & Management Inc | 37,445 | $5.43M | 1.60% | +143+0.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 37,442 | $5.43M | 1.87% | −1,364−3.5% | Reduced |
| Exchange Capital Management, Inc. | 37,435 | $5.43M | 1.02% | −867−2.3% | Reduced |
| Stone Point Wealth LLC | 37,349 | $5.42M | 2.32% | −594−1.6% | Reduced |
| Chemistry Wealth Management LLC | 37,324 | $5.41M | 1.79% | −41−0.1% | Reduced |
| PDS Planning, Inc | 37,322 | $5.41M | 0.70% | +185+0.5% | Added |
| New Hampshire Trust | 37,284 | $5.41M | 1.47% | −333−0.9% | Reduced |
| Centiva Capital, LP | 37,214 | $5.40M | 0.27% | +20,876+127.8% | Added |
| Ameritas Investment Partners, Inc. | 37,178 | $5.39M | 0.22% | −1,562−4.0% | Reduced |
| YHB Investment Advisors, Inc. | 37,126 | $5.38M | 0.50% | +10,337+38.6% | Added |
| Unigestion Holding SA | 37,052 | $5.37M | 0.33% | −654−1.7% | Reduced |
| Founders Capital Management | 36,993 | $5.36M | 4.10% | +385+1.1% | Added |
| Essex LLC | 36,957 | $5.36M | 1.51% | +1,773+5.0% | Added |
| Excalibur Management Corp | 36,892 | $5.35M | 2.78% | −813−2.2% | Reduced |
| Allen Capital Group, LLC | 37,192 | $5.35M | 0.99% | −414−1.1% | Reduced |
| Mechanics Bank Trust Department | 36,870 | $5.35M | 0.89% | −185−0.5% | Reduced |
| Systematic Alpha Investments, LLC | 36,804 | $5.34M | 0.27% | 00.0% | Unchanged |
| First Personal Financial Services | 36,751 | $5.33M | 1.39% | −603−1.6% | Reduced |
| Baugh & Associates, LLC | 36,742 | $5.33M | 3.33% | −64−0.2% | Reduced |
| Schmidt P J Investment Management Inc | 36,582 | $5.31M | 1.14% | −493−1.3% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 36,606 | $5.31M | 0.29% | +2,511+7.4% | Added |
| Blue Fin Capital, Inc. | 36,591 | $5.31M | 1.55% | −243−0.7% | Reduced |
| Bridgewater Advisors Inc. | 36,534 | $5.30M | 0.85% | +421+1.2% | Added |
| Hollencrest Capital Management | 36,515 | $5.30M | 0.60% | +2,421+7.1% | Added |
| Westover Capital Advisors, LLC | 36,504 | $5.29M | 1.92% | +4,664+14.6% | Added |
| Pathway Financial Advisers, LLC | 36,456 | $5.29M | 2.18% | +36,456 | New |
| Brick & Kyle, Associates | 36,418 | $5.28M | 2.80% | +1,723+5.0% | Added |
| Horan Capital Advisors, LLC. | 36,324 | $5.27M | 2.12% | −1,196−3.2% | Reduced |
| Legacy Trust | 36,303 | $5.26M | 1.53% | +714+2.0% | Added |
| Robertson Stephens Wealth Management, LLC | 36,211 | $5.25M | 0.35% | +1,999+5.8% | Added |
| Cordatus Wealth Management LLC | 36,164 | $5.24M | 4.79% | −807−2.2% | Reduced |
| Capital Insight Partners, LLC | 35,837 | $5.20M | 1.18% | +1,565+4.6% | Added |
| PFG Advisors | 35,778 | $5.19M | 0.47% | −17,922−33.4% | Reduced |
| Citizens Business Bank | 35,716 | $5.18M | 1.22% | −16,643−31.8% | Reduced |
| Optimas Capital Ltd | 35,700 | $5.18M | 3.55% | −100−0.3% | Reduced |
| Eudaimonia Partners, LLC | 35,673 | $5.17M | 1.25% | +31+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 35,599 | $5.16M | 0.05% | −34,109−48.9% | Reduced |
| SPC Financial, Inc. | 35,583 | $5.16M | 0.58% | −251−0.7% | Reduced |
| One River Asset Management, LLC | 35,038 | $5.15M | 2.40% | +29,719+558.7% | Added |
| Chicago Trust Co NA | 35,470 | $5.14M | 1.29% | +122+0.3% | Added |
| McBroom & Associates, LLC | 35,460 | $5.14M | 4.10% | +2,293+6.9% | Added |
| Monticello Wealth Management, LLC | 35,454 | $5.14M | 0.51% | −6,498−15.5% | Reduced |
| Security National Bank | 34,806 | $5.14M | 1.44% | −848−2.4% | Reduced |
| LVW Advisors, LLC | 35,422 | $5.14M | 1.10% | −4,586−11.5% | Reduced |
| NTV Asset Management LLC | 35,316 | $5.12M | 0.93% | +1,339+3.9% | Added |
| Gifford Fong Associates | 35,296 | $5.12M | 1.22% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 35,296 | $5.12M | 1.56% | +2,348+7.1% | Added |
| Augustine Asset Management Inc | 35,288 | $5.12M | 2.36% | +1,097+3.2% | Added |
| Pitcairn Co | 35,245 | $5.11M | 0.43% | +7,145+25.4% | Added |
| TFG Advisers LLC | 35,239 | $5.11M | 2.40% | +483+1.4% | Added |
| Brighton Jones LLC | 35,219 | $5.11M | 0.26% | +1,724+5.1% | Added |
| Marcum Wealth, LLC | 35,192 | $5.10M | 0.61% | −169−0.5% | Reduced |
| Walleye Trading LLC | 35,186 | $5.10M | 0.12% | +35,186 | New |
| Cottage Street Advisors LLC | 35,110 | $5.09M | 3.73% | +289+0.8% | Added |
| J.W. Cole Advisors, Inc. | 34,981 | $5.07M | 0.37% | +671+2.0% | Added |
| Sentinel Trust Co Lba | 34,974 | $5.07M | 0.72% | +614+1.8% | Added |
| Hallmark Capital Management Inc | 34,883 | $5.06M | 0.42% | −1,399−3.9% | Reduced |
| Johnson Financial Group, Inc. | 34,870 | $5.06M | 0.35% | −849−2.4% | Reduced |
| Insigneo Advisory Services, LLC | 34,805 | $5.05M | 1.03% | +2,640+8.2% | Added |
| Green Square Capital Advisors LLC | 34,781 | $5.04M | 0.67% | +171+0.5% | Added |
| Forte Capital LLC | 34,748 | $5.04M | 0.78% | +3,117+9.9% | Added |
| Buckingham Capital Management, Inc. | 34,572 | $5.01M | 0.76% | −9,705−21.9% | Reduced |
| Advocate Group LLC | 34,350 | $4.98M | 1.15% | +11,244+48.7% | Added |
| Lindbrook Capital, LLC | 34,313 | $4.98M | 0.56% | −1,511−4.2% | Reduced |
| Sandhill Capital Partners LLC | 34,304 | $4.97M | 0.47% | +66+0.2% | Added |
| Focus Financial Network, Inc. | 34,274 | $4.97M | 0.28% | +418+1.2% | Added |
| Strategic Blueprint, LLC | 34,228 | $4.96M | 0.46% | +1,008+3.0% | Added |
| Paradigm Asset Management Co LLC | 34,191 | $4.96M | 1.40% | −1,900−5.3% | Reduced |
| Trust Asset Management LLC | 34,191 | $4.96M | 0.53% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 34,000 | $4.93M | 1.60% | +34,000 | New |
| Kingswood Wealth Advisors, LLC | 12,005 | $4.93M | 0.85% | −4,251−26.2% | Reduced |
| Family Legacy, Inc. | 33,951 | $4.92M | 2.06% | +110.0% | Added |
| MidWestOne Financial Group, Inc. | 33,845 | $4.91M | 1.11% | −1,397−4.0% | Reduced |
| Kovack Advisors, Inc. | 33,831 | $4.91M | 0.69% | −21−0.1% | Reduced |
| Van Eck Associates Corp | 33,784 | $4.90M | 0.01% | −5,764−14.6% | Reduced |
| Patten Group, Inc. | 33,759 | $4.90M | 1.46% | −42−0.1% | Reduced |
| AFS Financial Group, LLC | 33,641 | $4.88M | 3.33% | −733−2.1% | Reduced |
| Bill Few Associates, Inc. | 33,598 | $4.87M | 2.55% | +810+2.5% | Added |
| MSH Capital Advisors LLC | 33,513 | $4.86M | 1.91% | +527+1.6% | Added |
| Cary Street Partners Asset Management LLC | 33,486 | $4.86M | 0.91% | −386−1.1% | Reduced |
| WealthShield Partners, LLC | 33,415 | $4.85M | 0.73% | +2,837+9.3% | Added |
| Community Bank & Trust, Waco, Texas | 46,353 | $4.84M | 1.72% | −295−0.6% | Reduced |
| Globeflex Capital L P | 33,400 | $4.84M | 0.57% | 00.0% | Unchanged |
| Palmer Knight Co | 33,377 | $4.84M | 3.25% | +56+0.2% | Added |
| Leonteq Securities AG | 33,321 | $4.83M | 0.51% | −18,488−35.7% | Reduced |
| Tradewinds, LLC. | 33,289 | $4.83M | 2.83% | +1,303+4.1% | Added |
| GQG Partners LLC | 33,276 | $4.83M | 0.01% | +9,136+37.8% | Added |