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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 33,258 | $4.82M | 1.42% | +541+1.7% | Added |
| NEOS Investment Management LLC | 33,258 | $4.82M | 0.62% | +33,258 | New |
| Independent Financial Group, LLC | 33,197 | $4.81M | 0.31% | +5,470+19.7% | Added |
| Ronald Blue Trust, Inc. | 33,024 | $4.80M | 0.07% | +4,827+17.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 33,119 | $4.80M | 3.74% | −1,175−3.4% | Reduced |
| Mach-1 Financial Group, Inc. | 33,018 | $4.79M | 2.01% | −1,416−4.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $4.79M | 1.37% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 32,910 | $4.77M | 0.27% | −352−1.1% | Reduced |
| Charles Carroll Financial Partners, LLC | 32,905 | $4.77M | 5.93% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 32,850 | $4.76M | 4.24% | −160.0% | Reduced |
| Qtron Investments LLC | 32,834 | $4.76M | 0.91% | 00.0% | Unchanged |
| Arden Trust Co | 32,785 | $4.75M | 0.79% | −1,571−4.6% | Reduced |
| Centre Asset Management, LLC | 32,706 | $4.74M | 1.16% | −1,141−3.4% | Reduced |
| apricus wealth, LLC | 32,023 | $4.74M | 4.14% | −1,210−3.6% | Reduced |
| Golden State Equity Partners | 32,598 | $4.73M | 1.32% | +1,814+5.9% | Added |
| IFG Advisory, LLC | 32,597 | $4.73M | 0.40% | −507−1.5% | Reduced |
| Greenline Partners, LLC | 32,576 | $4.72M | 0.89% | −79−0.2% | Reduced |
| NorthRock Partners, LLC | 32,539 | $4.72M | 0.49% | +5,353+19.7% | Added |
| Washington Trust Advisors, Inc. | 32,407 | $4.70M | 0.48% | +284+0.9% | Added |
| E&G Advisors, LP | 32,397 | $4.70M | 1.72% | −130−0.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 32,397 | $4.70M | 1.90% | +7,406+29.6% | Added |
| Saber Capital Managment, LLC | 32,389 | $4.70M | 8.27% | +240+0.7% | Added |
| CAPROCK Group, Inc. | 32,305 | $4.69M | 0.35% | +61+0.2% | Added |
| Paradigm Financial Partners, LLC | 32,829 | $4.68M | 1.29% | +203+0.6% | Added |
| Bank of New Hampshire | 32,299 | $4.68M | 1.40% | −352−1.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,287 | $4.68M | 3.54% | −464−1.4% | Reduced |
| Chapin Davis, Inc. | 32,245 | $4.68M | 2.23% | +850+2.7% | Added |
| Field & Main Bank | 32,219 | $4.67M | 2.19% | +13,348+70.7% | Added |
| Nikulski Financial, Inc. | 32,189 | $4.67M | 1.93% | +844+2.7% | Added |
| Duff & Phelps Investment Management Co | 32,122 | $4.66M | 0.06% | +70.0% | Added |
| Bedel Financial Consulting, Inc. | 32,088 | $4.65M | 0.94% | +798+2.6% | Added |
| Bedel Financial Consulting Inc | 32,088 | $4.65M | 0.94% | +32,088 | New |
| SeaCrest Wealth Management, LLC | 32,005 | $4.64M | 0.60% | −6,329−16.5% | Reduced |
| Argent Advisors, Inc. | 31,982 | $4.64M | 2.12% | −3,319−9.4% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 31,970 | $4.64M | 3.54% | −3,920−10.9% | Reduced |
| Mission Wealth Management, LP | 31,956 | $4.63M | 0.18% | +1,838+6.1% | Added |
| Centaurus Financial, Inc. | 31,930 | $4.63M | 0.40% | +5,395+20.3% | Added |
| Lincoln Capital LLC | 31,916 | $4.63M | 1.21% | −264−0.8% | Reduced |
| Nicholas Investment Partners, LP | 31,897 | $4.63M | 0.35% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,182 | $4.62M | 2.22% | −29,034−96.1% | Reduced |
| WealthPLAN Partners, LLC | 31,861 | $4.62M | 0.54% | +9,160+40.4% | Added |
| Romano Brothers and Company | 31,805 | $4.61M | 0.72% | +252+0.8% | Added |
| Comerica Securities,inc. | 31,797 | $4.61M | 0.38% | −3,757−10.6% | Reduced |
| Alpha DNA Investment Management LLC | 31,664 | $4.59M | 2.95% | −751−2.3% | Reduced |
| Nilsine Partners, LLC | 31,660 | $4.59M | 0.69% | +491+1.6% | Added |
| Clarius Group, LLC | 31,647 | $4.59M | 0.44% | −8,061−20.3% | Reduced |
| Abbot Financial Management, Inc. | 31,619 | $4.59M | 3.08% | −334−1.0% | Reduced |
| Fairfield, Bush & Co. | 31,597 | $4.58M | 2.99% | −17,800−36.0% | Reduced |
| Belpointe Asset Management LLC | 31,582 | $4.58M | 0.47% | −1,115−3.4% | Reduced |
| Pegasus Asset Management, Inc. | 31,423 | $4.56M | 2.12% | +364+1.2% | Added |
| Tiedemann Advisors, LLC | 31,423 | $4.56M | 0.20% | +7,983+34.1% | Added |
| Summit Global Investments | 31,365 | $4.55M | 0.30% | −26,454−45.8% | Reduced |
| Silvant Capital Management LLC | 31,340 | $4.54M | 0.27% | 00.0% | Unchanged |
| Little House Capital LLC | 31,304 | $4.54M | 1.86% | +4,469+16.7% | Added |
| EPG Wealth Management LLC | 31,292 | $4.54M | 1.37% | +157+0.5% | Added |
| Desjardins Global Asset Management Inc. | 31,271 | $4.54M | 0.49% | −9,295−22.9% | Reduced |
| Ironvine Capital Partners, LLC | 31,163 | $4.52M | 0.58% | 00.0% | Unchanged |
| BFSG, LLC | 31,034 | $4.50M | 0.73% | +3,842+14.1% | Added |
| Synergy Financial Management, LLC | 31,003 | $4.50M | 0.89% | +9,694+45.5% | Added |
| Cigna Investments Inc | 30,989 | $4.49M | 1.03% | −4,483−12.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 30,953 | $4.49M | 1.11% | −1,475−4.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 30,930 | $4.49M | 2.36% | +1,580+5.4% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 30,894 | $4.48M | 1.49% | +572+1.9% | Added |
| Hengehold Capital Management LLC | 30,856 | $4.47M | 0.58% | +369+1.2% | Added |
| MTM Investment Management, LLC | 30,848 | $4.47M | 2.26% | −200−0.6% | Reduced |
| First National Advisers, LLC | 30,812 | $4.47M | 2.00% | +14,442+88.2% | Added |
| Investors Asset Management of Georgia Inc | 31,196 | $4.46M | 2.47% | +20.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,668 | $4.45M | 0.28% | −4,371−12.5% | Reduced |
| SYSTM Wealth Solutions LLC | 30,637 | $4.44M | 0.68% | −3,693−10.8% | Reduced |
| Churchill Management Corp | 30,622 | $4.44M | 0.08% | +778+2.6% | Added |
| Butensky & Cohen Financial Security, Inc | 30,541 | $4.43M | 1.61% | +611+2.0% | Added |
| Univest Financial Corp | 30,455 | $4.42M | 1.47% | −3,282−9.7% | Reduced |
| Fairhaven Wealth Management, LLC | 30,393 | $4.41M | 1.76% | +90+0.3% | Added |
| Americana Partners, LLC | 30,608 | $4.40M | 0.48% | −2,075−6.3% | Reduced |
| Monarch Capital Management Inc | 30,310 | $4.40M | 1.41% | −20−0.1% | Reduced |
| Clarity Wealth Advisors, LLC | 30,258 | $4.39M | 1.99% | +2,371+8.5% | Added |
| 9258 Wealth Management, LLC | 30,185 | $4.38M | 0.85% | +527+1.8% | Added |
| BlueCrest Capital Management Ltd | 30,173 | $4.38M | 0.68% | +17,345+135.2% | Added |
| RDA Financial Network | 30,105 | $4.37M | 1.89% | +266+0.9% | Added |
| Csenge Advisory Group | 30,098 | $4.36M | 0.30% | +414+1.4% | Added |
| Covenant Asset Management, LLC | 30,054 | $4.36M | 1.34% | +133+0.4% | Added |
| Two Sigma Securities, LLC | 30,029 | $4.35M | 0.20% | +27,993+1,374.9% | Added |
| Anchor Investment Management, LLC | 30,004 | $4.35M | 0.57% | +491+1.7% | Added |
| Connable Office Inc | 30,003 | $4.35M | 0.60% | −1,252−4.0% | Reduced |
| Allen Holding Inc | 30,000 | $4.35M | 0.61% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.35M | 1.07% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 29,918 | $4.34M | 0.52% | −7,163−19.3% | Reduced |
| Headinvest, LLC | 30,139 | $4.33M | 0.94% | −60.0% | Reduced |
| Wealth Effects LLC | 29,872 | $4.33M | 2.14% | −297−1.0% | Reduced |
| Verition Fund Management LLC | 29,849 | $4.33M | 0.06% | −30,049−50.2% | Reduced |
| Concentric Capital Strategies, LP | 29,827 | $4.33M | 0.48% | −11,313−27.5% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $4.32M | 0.32% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29,728 | $4.31M | 0.75% | −1,374−4.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $4.31M | 1.62% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 29,663 | $4.30M | 3.78% | +29,663 | New |
| Atomi Financial Group, Inc. | 29,645 | $4.30M | 1.44% | +599+2.1% | Added |
| Wasatch Advisors Inc | 29,630 | $4.30M | 0.03% | −2,529−7.9% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 29,600 | $4.29M | 0.01% | +29,600 | New |
| Resonant Capital Advisors, LLC | 29,558 | $4.29M | 0.46% | −492−1.6% | Reduced |
| Amarillo National Bank | 29,514 | $4.28M | 0.90% | 00.0% | Unchanged |