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; 5,157 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
- 3,711
- +81 vs. Q2 2023
- Shares held
- 2.05B
- +3.21M (+0.2%) vs. Q2 2023
- Total value
- $297.0B
- +$1.78M (0.0%) vs. Q2 2023
- New holders
- 161
- 1,580 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 | 5,157 | $643.7B |
| Q1 2026 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 463,558 | $67.2M | 0.40% | +30,092+6.9% | Added |
| Glenview Trust Co | 457,933 | $66.4M | 1.83% | +12,428+2.8% | Added |
| Kestra Advisory Services, LLC | 455,957 | $66.1M | 0.65% | +5,775+1.3% | Added |
| Yousif Capital Management, LLC | 455,010 | $66.0M | 0.84% | −20,321−4.3% | Reduced |
| Eisler Capital (UK) Ltd. | 453,276 | $65.7M | 2.87% | +339,321+297.8% | Added |
| Berkshire Asset Management LLC | 453,261 | $65.7M | 4.10% | −4,337−0.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 452,578 | $65.6M | 0.87% | −35,000−7.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 444,714 | $64.5M | 1.12% | −3,845−0.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 442,193 | $64.1M | 4.29% | −83,811−15.9% | Reduced |
| Gabelli Funds LLC | 442,072 | $64.1M | 0.52% | −800−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 436,198 | $63.3M | 0.79% | +131,595+43.2% | Added |
| Locust Wood Capital Advisers, LLC | 432,162 | $62.7M | 2.99% | +47,864+12.5% | Added |
| Capital International Inc | 432,076 | $62.7M | 1.20% | −1,241−0.3% | Reduced |
| Beck Mack & Oliver LLC | 429,763 | $62.3M | 1.63% | −14,099−3.2% | Reduced |
| Mutual of America Capital Management LLC | 425,092 | $61.6M | 0.76% | −14,349−3.3% | Reduced |
| Ofi Invest Asset Management | 449,527 | $61.6M | 2.22% | +24,575+5.8% | Added |
| Stock Yards Bank & Trust Co | 423,327 | $61.4M | 2.37% | −9,052−2.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 414,492 | $61.2M | 1.63% | 00.0% | Unchanged |
| Abrams Bison Investments, LLC | 420,000 | $60.9M | 6.69% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 415,293 | $60.2M | 0.65% | −640.0% | Reduced |
| Cornerstone Investment Partners, LLC | 405,935 | $58.9M | 3.68% | −93,481−18.7% | Reduced |
| RNC Capital Management LLC | 403,652 | $58.5M | 3.63% | −22,108−5.2% | Reduced |
| Becker Capital Management Inc | 403,057 | $58.5M | 2.32% | +1,791+0.4% | Added |
| Investment Management Corp of Ontario | 403,006 | $58.4M | 2.30% | −1,637−0.4% | Reduced |
| Guidance Point Advisors, LLC | 400,796 | $58.1M | 23.66% | +1440.0% | Added |
| GWM Advisors LLC | 400,273 | $58.0M | 0.64% | +17,491+4.6% | Added |
| Associated Banc-Corp | 399,362 | $57.9M | 2.24% | +3,395+0.9% | Added |
| Mercer Global Advisors Inc | 399,025 | $57.9M | 0.22% | +7,189+1.8% | Added |
| QRG Capital Management, Inc. | 392,467 | $56.9M | 0.99% | +392,467 | New |
| Cantor Fitzgerald, L. P. | 390,700 | $56.7M | 1.52% | −10,161−2.5% | Reduced |
| Prio Wealth Limited Partnership | 389,489 | $56.5M | 2.17% | −16,115−4.0% | Reduced |
| Waters Parkerson & Co., LLC | 388,876 | $56.4M | 3.37% | +590+0.2% | Added |
| TCTC Holdings, LLC | 387,509 | $56.2M | 2.17% | −780.0% | Reduced |
| D.A. Davidson & Co. | 387,415 | $56.2M | 0.61% | +5,680+1.5% | Added |
| Synovus Financial Corp | 387,144 | $56.2M | 0.64% | −8,623−2.2% | Reduced |
| RMB Capital Management, LLC | 383,912 | $55.7M | 1.90% | −2,204−0.6% | Reduced |
| Xponance, Inc. | 383,086 | $55.6M | 0.76% | +12,317+3.3% | Added |
| Smith Chas P & Associates Pa Cpas | 382,480 | $55.5M | 4.04% | −9,896−2.5% | Reduced |
| Nicholas Company, Inc. | 382,295 | $55.4M | 1.11% | −1750.0% | Reduced |
| Meitav Dash Investments Ltd | 371,964 | $55.2M | 0.89% | −130,778−26.0% | Reduced |
| Advisors Capital Management, LLC | 380,185 | $55.1M | 1.40% | +4,429+1.2% | Added |
| Cetera Advisor Networks LLC | 379,478 | $55.0M | 0.35% | +29,287+8.4% | Added |
| Seizert Capital Partners, LLC | 379,401 | $55.0M | 2.92% | +5,828+1.6% | Added |
| Swiss Life Asset Management Ltd | 375,322 | $54.4M | 0.84% | +69,872+22.9% | Added |
| Vaughan David Investments LLC | 372,507 | $54.0M | 1.64% | +2,271+0.6% | Added |
| iA Global Asset Management Inc. | 369,136 | $53.5M | 1.41% | −12,550−3.3% | Reduced |
| Oppenheimer & Co Inc | 365,651 | $53.0M | 1.09% | +5,696+1.6% | Added |
| Ninety One UK Ltd | 361,030 | $52.4M | 0.17% | −41,533−10.3% | Reduced |
| State of Alaska, Department of Revenue | 359,807 | $52.2M | 0.66% | −16,800−4.5% | Reduced |
| Edgar Lomax Co | 357,688 | $51.9M | 3.53% | −5,925−1.6% | Reduced |
| Davis R M Inc | 356,021 | $51.6M | 1.30% | −6,805−1.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 353,687 | $51.3M | 1.97% | +4,133+1.2% | Added |
| Principle Wealth Partners LLC | 353,381 | $51.2M | 5.15% | +843+0.2% | Added |
| Raymond James Trust N.A. | 347,519 | $50.4M | 1.50% | +13,954+4.2% | Added |
| Flputnam Investment Management Co | 346,701 | $50.3M | 1.39% | +5,633+1.7% | Added |
| Donaldson Capital Management, LLC | 344,759 | $50.0M | 2.36% | −70,584−17.0% | Reduced |
| Wesbanco Bank Inc | 339,065 | $49.2M | 2.15% | −2,020−0.6% | Reduced |
| Global Frontier Investments LLC | 339,000 | $49.2M | 21.31% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 338,379 | $49.1M | 0.45% | +2,750+0.8% | Added |
| Henshaw Capital LLC | 337,139 | $48.9M | 2.83% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 336,220 | $48.8M | 4.54% | −5,454−1.6% | Reduced |
| Boston Private Wealth LLC | 333,578 | $48.4M | 1.06% | −22,982−6.4% | Reduced |
| United Services Automobile Association | 332,579 | $48.2M | 1.21% | +10,100+3.1% | Added |
| Dodge & Cox | 330,510 | $47.9M | 0.03% | −15,875−4.6% | Reduced |
| Guggenheim Capital LLC | 330,407 | $47.9M | 0.41% | +10,027+3.1% | Added |
| Daiwa Securities Group Inc. | 329,979 | $47.9M | 0.34% | +16,794+5.4% | Added |
| Aristotle Atlantic Partners, LLC | 329,851 | $47.8M | 1.92% | −5,493−1.6% | Reduced |
| Adams Diversified Equity Fund, Inc. | 329,763 | $47.8M | 2.04% | +16,700+5.3% | Added |
| Cambiar Investors LLC | 329,171 | $47.7M | 2.03% | −3,741−1.1% | Reduced |
| Welch Group, LLC | 327,765 | $47.5M | 2.82% | −2,421−0.7% | Reduced |
| Private Advisor Group, LLC | 327,207 | $47.4M | 0.43% | −6,558−2.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 325,869 | $47.3M | 0.62% | 00.0% | Unchanged |
| Cetera Investment Advisers | 324,951 | $47.1M | 0.41% | −3,887−1.2% | Reduced |
| Massmutual Trust Co FSB | 322,907 | $46.8M | 1.73% | +517+0.2% | Added |
| Deprince Race & Zollo Inc | 321,022 | $46.6M | 1.13% | −3,616−1.1% | Reduced |
| Private Management Group Inc | 317,758 | $46.1M | 1.89% | −52,778−14.2% | Reduced |
| MAI Capital Management | 317,370 | $46.0M | 0.69% | +13,293+4.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 316,670 | $45.9M | 0.98% | +110,062+53.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 316,773 | $45.8M | 0.62% | +75,149+31.1% | Added |
| Intech Investment Management LLC | 315,360 | $45.7M | 0.67% | +87,996+38.7% | Added |
| Miller Howard Investments Inc | 312,817 | $45.4M | 1.66% | −1,276−0.4% | Reduced |
| Cambridge Trust Co | 308,588 | $44.8M | 2.06% | +3,161+1.0% | Added |
| Polaris Capital Management, LLC | 308,351 | $44.7M | 2.41% | −143,900−31.8% | Reduced |
| Wafra Inc. | 307,867 | $44.6M | 1.49% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 307,821 | $44.6M | 0.06% | −25,436−7.6% | Reduced |
| Patient Capital Management, LLC | 307,118 | $44.5M | 2.61% | −520.0% | Reduced |
| ABN AMRO Bank N.V. | 304,102 | $44.1M | 0.79% | +1,190+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 304,232 | $44.1M | 1.56% | −909−0.3% | Reduced |
| Fort Washington Investment Advisors Inc | 303,538 | $44.0M | 0.33% | −116,688−27.8% | Reduced |
| Ancora Advisors, LLC | 300,146 | $43.5M | 1.17% | +1,130+0.4% | Added |
| Foundry Partners, LLC | 299,672 | $43.5M | 2.71% | −2,562−0.8% | Reduced |
| Argent Trust Co | 296,154 | $42.9M | 2.35% | +11,706+4.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 294,628 | $42.7M | 0.20% | +294,628 | New |
| Azora Capital LP | 294,031 | $42.6M | 4.70% | +294,031 | New |
| Roffman Miller Associates Inc | 293,556 | $42.6M | 3.37% | −478−0.2% | Reduced |
| Fiduciary Trust Co | 291,904 | $42.3M | 0.77% | −1,590−0.5% | Reduced |
| North Star Investment Management Corp. | 291,695 | $42.3M | 3.57% | +661+0.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 291,183 | $42.2M | 0.16% | −399,009−57.8% | Reduced |
| Waverton Investment Management Ltd | 284,796 | $41.3M | 1.19% | +18,592+7.0% | Added |
| IMC-Chicago, LLC | 282,486 | $41.0M | 2.64% | +282,486 | New |