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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 29,511 | $4.28M | 1.81% | −450−1.5% | Reduced |
| RFG Advisory, LLC | 29,464 | $4.27M | 0.19% | −433−1.4% | Reduced |
| Atlas Wealth LLC | 29,423 | $4.27M | 0.80% | −309−1.0% | Reduced |
| MV Capital Management, Inc. | 29,410 | $4.27M | 0.57% | +410+1.4% | Added |
| Redwood Investments, LLC | 29,408 | $4.26M | 0.58% | −6,634−18.4% | Reduced |
| First Business Financial Services, Inc. | 29,373 | $4.26M | 0.54% | +906+3.2% | Added |
| Strategic Financial Services, Inc, | 29,366 | $4.26M | 0.33% | −728−2.4% | Reduced |
| Source Financial Advisors LLC | 29,343 | $4.26M | 1.44% | −1,193−3.9% | Reduced |
| Lake Street Advisors Group, LLC | 29,329 | $4.25M | 0.25% | +445+1.5% | Added |
| Lauterbach Financial Advisors, LLC | 29,325 | $4.25M | 3.34% | 00.0% | Unchanged |
| Hudock, Inc. | 29,314 | $4.25M | 1.01% | −344−1.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 29,267 | $4.24M | 0.34% | −26−0.1% | Reduced |
| Triangle Securities Wealth Management | 29,258 | $4.24M | 1.51% | −76−0.3% | Reduced |
| West Branch Capital LLC | 29,247 | $4.24M | 2.23% | −40−0.1% | Reduced |
| Brookmont Capital Management | 29,217 | $4.24M | 2.64% | −294−1.0% | Reduced |
| Peddock Capital Advisors, LLC | 29,216 | $4.24M | 1.41% | +349+1.2% | Added |
| DF Dent & Co Inc | 29,162 | $4.23M | 0.06% | −35−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 29,143 | $4.23M | 0.57% | +520+1.8% | Added |
| Sunbelt Securities, Inc. | 29,143 | $4.23M | 0.58% | +1,345+4.8% | Added |
| EULAV Asset Management | 29,012 | $4.21M | 0.15% | −6,988−19.4% | Reduced |
| Shelter Mutual Insurance Co | 29,000 | $4.21M | 1.17% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 28,931 | $4.20M | 0.65% | +3,657+14.5% | Added |
| Crystal Rock Capital Management | 28,843 | $4.18M | 3.19% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 28,798 | $4.18M | 0.11% | −155−0.5% | Reduced |
| Smithfield Trust Co | 28,815 | $4.17M | 0.26% | +1,876+7.0% | Added |
| Exencial Wealth Advisors, LLC | 28,789 | $4.17M | 0.20% | −2,575−8.2% | Reduced |
| Richard Bernstein Advisors LLC | 28,786 | $4.17M | 0.09% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 28,760 | $4.17M | 0.32% | +1,914+7.1% | Added |
| Mill Creek Capital Advisors, LLC | 28,684 | $4.16M | 0.14% | −2,457−7.9% | Reduced |
| Aspiriant, LLC | 28,619 | $4.15M | 0.21% | +2,173+8.2% | Added |
| Virginia Wealth Management Group, Inc. | 28,529 | $4.14M | 2.80% | −103−0.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 28,509 | $4.13M | 1.22% | +67+0.2% | Added |
| M Holdings Securities, Inc. | 28,504 | $4.13M | 0.55% | +24,309+579.5% | Added |
| Manhattan West Asset Management, LLC | 29,275 | $4.13M | 1.27% | +3,545+13.8% | Added |
| Buckhead Capital Management LLC | 28,369 | $4.11M | 1.71% | −1,270−4.3% | Reduced |
| Athena Investment Management | 28,302 | $4.10M | 2.94% | −10.0% | Reduced |
| Hall Capital Management Co Inc | 28,256 | $4.10M | 2.63% | −302−1.1% | Reduced |
| Valmark Advisers, Inc. | 28,051 | $4.07M | 0.08% | +1,259+4.7% | Added |
| Scissortail Wealth Management, LLC | 28,428 | $4.06M | 3.20% | +429+1.5% | Added |
| SkyOak Wealth, LLC | 28,019 | $4.06M | 1.19% | +71+0.3% | Added |
| Marino, Stram & Associates LLC | 28,016 | $4.06M | 1.19% | +47+0.2% | Added |
| Monetta Financial Services Inc | 28,000 | $4.06M | 4.42% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 27,985 | $4.06M | 0.43% | +1,472+5.6% | Added |
| Enterprise Bank & Trust Co | 27,871 | $4.04M | 1.67% | −196−0.7% | Reduced |
| Moloney Securities Asset Management, LLC | 27,863 | $4.04M | 0.73% | −1,334−4.6% | Reduced |
| Old Port Advisors | 27,830 | $4.04M | 1.46% | +27,830 | New |
| Act Two Investors LLC | 27,773 | $4.03M | 1.08% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 27,694 | $4.02M | 0.53% | +410+1.5% | Added |
| Consolidated Investment Group LLC | 27,692 | $4.02M | 0.78% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27,670 | $4.01M | 0.36% | −6,160−18.2% | Reduced |
| Montecito Bank & Trust | 27,650 | $4.01M | 0.94% | −223−0.8% | Reduced |
| Proequities, Inc. | 27,605 | $4.00M | 0.31% | +505+1.9% | Added |
| BOK Financial Private Wealth, Inc. | 27,605 | $4.00M | 0.35% | −2,697−8.9% | Reduced |
| Atlantic Trust, LLC | 27,601 | $4.00M | 1.32% | −3,527−11.3% | Reduced |
| Icon Advisers Inc | 27,587 | $4.00M | 0.99% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 27,553 | $4.00M | 0.46% | −70.0% | Reduced |
| Atlas Private Wealth Management | 27,535 | $3.99M | 2.14% | +429+1.6% | Added |
| Doliver Advisors, LP | 27,495 | $3.99M | 1.20% | −179−0.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 27,483 | $3.99M | 3.70% | −184−0.7% | Reduced |
| Goodwin Daniel L | 27,450 | $3.98M | 1.92% | −100−0.4% | Reduced |
| StoneX Group Inc. | 27,437 | $3.98M | 0.43% | +92+0.3% | Added |
| Arlington Financial Advisors, LLC | 27,392 | $3.97M | 1.41% | −203−0.7% | Reduced |
| Sargent Investment Group, LLC | 27,347 | $3.97M | 0.96% | +3,477+14.6% | Added |
| Hudson Capital Management LLC | 27,323 | $3.96M | 1.58% | −93−0.3% | Reduced |
| Altrius Capital Management Inc | 27,315 | $3.96M | 1.18% | +55+0.2% | Added |
| Platform Technology Partners | 27,296 | $3.96M | 1.85% | +2,440+9.8% | Added |
| Hayek Kallen Investment Management | 27,239 | $3.95M | 1.77% | −133−0.5% | Reduced |
| Malaga Cove Capital, LLC | 27,232 | $3.95M | 1.82% | −285−1.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 27,213 | $3.95M | 1.34% | +255+0.9% | Added |
| Delta Capital Management LLC | 27,210 | $3.95M | 2.96% | −720−2.6% | Reduced |
| CFM Wealth Partners LLC | 27,160 | $3.94M | 1.03% | +867+3.3% | Added |
| Piscataqua Savings Bank | 27,092 | $3.93M | 3.43% | −1,494−5.2% | Reduced |
| Mattern Wealth Management LLC | 27,073 | $3.93M | 1.15% | +2,676+11.0% | Added |
| Cornerstone Wealth Management, LLC | 27,047 | $3.92M | 0.37% | +2,188+8.8% | Added |
| IMA Wealth, Inc. | 27,018 | $3.92M | 1.01% | −506−1.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 27,000 | $3.92M | 0.67% | 00.0% | Unchanged |
| Ethic Inc. | 26,984 | $3.91M | 0.14% | +7,607+39.3% | Added |
| RMR Wealth Builders | 26,911 | $3.90M | 0.62% | +3,348+14.2% | Added |
| FengHe Fund Management Pte. Ltd. | 26,800 | $3.89M | 0.92% | +12,200+83.6% | Added |
| EverSource Wealth Advisors, LLC | 26,749 | $3.88M | 0.41% | −755−2.7% | Reduced |
| First PREMIER Bank | 26,728 | $3.88M | 1.19% | +6,017+29.1% | Added |
| Vise Technologies, Inc. | 26,673 | $3.87M | 0.95% | +1,367+5.4% | Added |
| Indiana Trust & Investment Management CO | 26,653 | $3.87M | 1.95% | +553+2.1% | Added |
| Monetary Management Group Inc | 26,619 | $3.86M | 1.29% | −3,600−11.9% | Reduced |
| J. W. Coons Advisors, LLC | 26,591 | $3.86M | 1.11% | −1,300−4.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 26,578 | $3.85M | 0.27% | −976−3.5% | Reduced |
| Long Run Wealth Advisors, LLC | 26,485 | $3.84M | 1.25% | +105+0.4% | Added |
| Legacy CG, LLC | 26,452 | $3.84M | 1.78% | +993+3.9% | Added |
| Atlas Brown,Inc. | 26,431 | $3.83M | 1.75% | +125+0.5% | Added |
| Prosperity Consulting Group, LLC | 26,418 | $3.83M | 1.76% | +6,736+34.2% | Added |
| Wedmont Private Capital | 26,390 | $3.82M | 0.39% | +2,188+9.0% | Added |
| Accurate Wealth Management, LLC | 25,891 | $3.82M | 1.20% | +1,314+5.3% | Added |
| Uncommon Cents Investing LLC | 26,285 | $3.81M | 1.40% | +570+2.2% | Added |
| Fullerton Fund Management Co Ltd. | 26,266 | $3.81M | 0.27% | +16,449+167.6% | Added |
| GM Advisory Group, Inc. | 26,240 | $3.81M | 0.31% | +194+0.7% | Added |
| KLCM Advisors, Inc. | 26,192 | $3.80M | 0.71% | +128+0.5% | Added |
| Rehmann Capital Advisory Group | 26,122 | $3.79M | 0.35% | −157−0.6% | Reduced |
| Alta Capital Management LLC | 26,039 | $3.78M | 0.27% | −508−1.9% | Reduced |
| Citizens & Northern Corp | 26,022 | $3.77M | 1.52% | −548−2.1% | Reduced |
| LJI Wealth Management, LLC | 25,986 | $3.77M | 1.08% | −275,062−91.4% | Reduced |