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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 25,928 | $3.76M | 0.75% | −46−0.2% | Reduced |
| Parisi Gray Wealth Management | 25,837 | $3.75M | 1.70% | +507+2.0% | Added |
| Scott & Selber, Inc. | 25,808 | $3.74M | 1.55% | −61−0.2% | Reduced |
| Papp L Roy & Associates | 25,800 | $3.74M | 0.51% | +635+2.5% | Added |
| Brandywine Oak Private Wealth LLC | 25,786 | $3.74M | 0.44% | −1,271−4.7% | Reduced |
| Shoker Investment Counsel, Inc. | 25,784 | $3.74M | 1.62% | −158−0.6% | Reduced |
| Am Investment Strategies LLC | 25,778 | $3.74M | 1.21% | +23+0.1% | Added |
| SOL Capital Management CO | 25,703 | $3.73M | 0.58% | −8,029−23.8% | Reduced |
| NWF Advisory Services Inc. | 25,667 | $3.72M | 0.88% | −1,054−3.9% | Reduced |
| Liberty Capital Management, Inc. | 25,660 | $3.72M | 1.10% | +302+1.2% | Added |
| StrategIQ Financial Group, LLC | 25,647 | $3.72M | 0.43% | −2,789−9.8% | Reduced |
| Caas Capital Management LP | 25,645 | $3.72M | 0.83% | +25,645 | New |
| Mount Vernon Associates Inc | 25,612 | $3.71M | 4.11% | +110+0.4% | Added |
| Union Heritage Capital, LLC | 25,600 | $3.71M | 2.11% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 25,580 | $3.71M | 0.34% | −175−0.7% | Reduced |
| Slagle Financial, LLC | 25,570 | $3.71M | 2.27% | +1,256+5.2% | Added |
| Pinnacle Bancorp, Inc. | 25,520 | $3.70M | 1.32% | −6,783−21.0% | Reduced |
| WD Rutherford LLC | 25,505 | $3.70M | 2.54% | +2,485+10.8% | Added |
| Vident Advisory, LLC | 25,498 | $3.70M | 0.11% | +25,498 | New |
| Vaughan Nelson Investment Management, L.P. | 25,480 | $3.69M | 0.04% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 25,470 | $3.69M | 2.38% | −377−1.5% | Reduced |
| Modus Advisors, LLC | 25,458 | $3.69M | 1.61% | +292+1.2% | Added |
| United Bank | 25,440 | $3.69M | 2.21% | −581−2.2% | Reduced |
| Financial Advisory Partners, LLC | 25,407 | $3.68M | 1.49% | −14−0.1% | Reduced |
| Mechanics Financial Corp | 25,388 | $3.68M | 2.03% | −50−0.2% | Reduced |
| Gradient Capital Advisors, LLC | 25,375 | $3.68M | 1.54% | +734+3.0% | Added |
| Rowland & Co Investment Counsel | 25,333 | $3.67M | 0.91% | +1,496+6.3% | Added |
| Evoke Wealth, LLC | 25,269 | $3.66M | 0.13% | −1,355−5.1% | Reduced |
| Continuum Advisory, LLC | 51,611 | $3.66M | 0.59% | +326+0.6% | Added |
| Lincoln Capital Corp | 25,217 | $3.66M | 1.97% | −627−2.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 25,189 | $3.65M | 1.28% | −493−1.9% | Reduced |
| Owen LaRue, LLC | 25,189 | $3.65M | 4.02% | +10,436+70.7% | Added |
| Investment Research & Advisory Group, Inc. | 25,176 | $3.65M | 2.09% | −90.0% | Reduced |
| Octavia Wealth Advisors, LLC | 25,106 | $3.64M | 0.74% | +1,205+5.0% | Added |
| Marks Group Wealth Management, Inc | 25,091 | $3.64M | 0.45% | −1,304−4.9% | Reduced |
| Founders Financial Alliance, LLC | 25,089 | $3.64M | 1.59% | −1,106−4.2% | Reduced |
| High Note Wealth, LLC | 25,082 | $3.64M | 1.50% | +199+0.8% | Added |
| Midwest Professional Planners, LTD. | 25,042 | $3.63M | 1.63% | +1,696+7.3% | Added |
| Proquility Private Wealth Partners, LLC | 25,011 | $3.63M | 1.49% | −171−0.7% | Reduced |
| Syon Capital LLC | 25,010 | $3.63M | 0.45% | +25,010 | New |
| Eos Management, L.P. | 25,000 | $3.63M | 1.70% | 00.0% | Unchanged |
| S&CO Inc | 24,999 | $3.63M | 0.30% | +200+0.8% | Added |
| Mathes Company, Inc. | 20,240 | $3.62M | 1.68% | −4,701−18.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 24,954 | $3.62M | 0.78% | +2,409+10.7% | Added |
| Team Hewins, LLC | 24,953 | $3.62M | 0.83% | +24,953 | New |
| Change Path, LLC | 24,950 | $3.62M | 0.26% | −5,967−19.3% | Reduced |
| Greenfield Savings Bank | 24,930 | $3.62M | 2.27% | +24,930 | New |
| SeaBridge Investment Advisors LLC | 24,929 | $3.62M | 1.19% | −51−0.2% | Reduced |
| Blume Capital Management, Inc. | 24,743 | $3.59M | 1.07% | −2,477−9.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 24,736 | $3.59M | 0.77% | −10,046−28.9% | Reduced |
| Grandfield & Dodd, LLC | 24,549 | $3.56M | 0.26% | −137−0.6% | Reduced |
| Roanoke Asset Management Corp | 24,535 | $3.56M | 1.46% | −63−0.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,518 | $3.56M | 2.33% | −49−0.2% | Reduced |
| Argus Investors' Counsel, Inc. | 24,514 | $3.56M | 2.56% | −56−0.2% | Reduced |
| VisionPoint Advisory Group, LLC | 24,489 | $3.55M | 1.52% | +1,978+8.8% | Added |
| Benjamin Edwards Inc | 24,478 | $3.55M | 0.84% | +7,344+42.9% | Added |
| Signet Investment Advisory Group, Inc. | 24,432 | $3.54M | 2.35% | +792+3.4% | Added |
| Financial Advocates Investment Management | 24,432 | $3.54M | 0.26% | +213+0.9% | Added |
| Compton Wealth Advisory Group, LLC | 24,425 | $3.54M | 1.22% | +915+3.9% | Added |
| Triasima Portfolio Management inc. | 24,408 | $3.54M | 0.32% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 24,396 | $3.54M | 0.40% | +253+1.0% | Added |
| Capital Investment Advisory Services, LLC | 24,395 | $3.54M | 0.35% | −1,559−6.0% | Reduced |
| Mystic Asset Management, Inc. | 24,372 | $3.53M | 1.99% | −104−0.4% | Reduced |
| Trustco Bank Corp N Y | 24,369 | $3.53M | 4.03% | −175−0.7% | Reduced |
| Grove Bank & Trust | 24,314 | $3.53M | 0.72% | +293+1.2% | Added |
| BBR Partners, LLC | 24,171 | $3.51M | 0.39% | +4,012+19.9% | Added |
| Essex Savings Bank | 24,168 | $3.50M | 1.18% | +504+2.1% | Added |
| Harbor Advisors LLC | 24,148 | $3.50M | 0.75% | 00.0% | Unchanged |
| PFG Investments, LLC | 24,126 | $3.50M | 0.66% | +2,459+11.3% | Added |
| Newman Dignan & Sheerar, Inc. | 24,089 | $3.49M | 1.15% | −379−1.5% | Reduced |
| Winch Advisory Services, LLC | 24,089 | $3.49M | 1.28% | −160−0.7% | Reduced |
| Studio Investment Management LLC | 23,977 | $3.48M | 0.97% | +1,206+5.3% | Added |
| Certified Advisory Corp | 55,025 | $3.48M | 0.64% | +33,257+152.8% | Added |
| Nichols & Pratt Advisers LLP | 23,943 | $3.47M | 0.26% | +150+0.6% | Added |
| Curbstone Financial Management Corp | 23,870 | $3.46M | 0.86% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 23,843 | $3.46M | 0.53% | +229+1.0% | Added |
| Sheets Smith Wealth Management | 23,834 | $3.46M | 0.53% | +85+0.4% | Added |
| Nicolet Bankshares Inc | 23,823 | $3.45M | 1.06% | −8,896−27.2% | Reduced |
| Guardian Wealth Advisors, LLC | 23,708 | $3.44M | 0.58% | +167+0.7% | Added |
| Regal Investment Advisors LLC | 23,704 | $3.44M | 0.30% | +1,888+8.7% | Added |
| RB Capital Management, LLC | 23,632 | $3.43M | 1.11% | +137+0.6% | Added |
| Delta Financial Group, Inc. | 23,549 | $3.42M | 1.18% | +352+1.5% | Added |
| Adirondack Trust Co | 23,512 | $3.41M | 1.70% | −25−0.1% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 23,500 | $3.41M | 0.19% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 23,496 | $3.41M | 0.08% | −14,778−38.6% | Reduced |
| Fidelis Capital Partners, LLC | 23,318 | $3.38M | 1.16% | +1,476+6.8% | Added |
| SWS Partners | 23,300 | $3.38M | 1.25% | +47+0.2% | Added |
| Norway Savings Bank | 23,156 | $3.36M | 1.66% | +23,156 | New |
| Pavion Blue Capital, LLC | 23,431 | $3.35M | 2.04% | +72+0.3% | Added |
| Wealthsource Partners, LLC | 23,121 | $3.35M | 0.23% | −1,340−5.5% | Reduced |
| Trustmark National Bank Trust Department | 23,064 | $3.34M | 0.33% | +2,481+12.1% | Added |
| Pacifica Partners Inc. | 23,351 | $3.34M | 1.82% | +3,341+16.7% | Added |
| Gables Capital Management Inc. | 23,004 | $3.34M | 2.32% | −80.0% | Reduced |
| Larson Financial Group LLC | 22,927 | $3.32M | 0.33% | +4,868+27.0% | Added |
| Trinity Legacy Partners, LLC | 22,926 | $3.32M | 1.15% | +18,163+381.3% | Added |
| Bank of Stockton | 23,579 | $3.32M | 1.24% | +2,201+10.3% | Added |
| Wunderlich Capital Managemnt | 22,884 | $3.32M | 1.64% | −192−0.8% | Reduced |
| Clear Creek Financial Management, LLC | 22,872 | $3.32M | 0.58% | +552+2.5% | Added |
| Altfest L J & Co Inc | 22,825 | $3.31M | 0.52% | −345−1.5% | Reduced |
| NVWM, LLC | 22,822 | $3.31M | 1.08% | +434+1.9% | Added |