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 |
|---|---|---|---|---|---|
| Country Trust Bank | 282,150 | $40.9M | 1.20% | −50,990−15.3% | Reduced |
| Samlyn Capital, LLC | 282,045 | $40.9M | 0.72% | +282,045 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 277,939 | $40.3M | 1.76% | +25,017+9.9% | Added |
| Tocqueville Asset Management L.P. | 275,827 | $40.0M | 0.76% | +7,164+2.7% | Added |
| Beacon Investment Advisory Services, Inc. | 274,218 | $39.8M | 1.96% | −3,801−1.4% | Reduced |
| Sabal Trust CO | 273,398 | $39.6M | 2.65% | −4,256−1.5% | Reduced |
| Lido Advisors, LLC | 271,459 | $39.4M | 0.44% | +45,715+20.3% | Added |
| Atria Investments LLC | 270,852 | $39.3M | 0.70% | +22,249+8.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 270,772 | $39.3M | 1.34% | +8,808+3.4% | Added |
| Meyer Handelman Co | 270,107 | $39.2M | 1.58% | +20,650+8.3% | Added |
| NorthCrest Asset Manangement, LLC | 269,859 | $39.1M | 1.60% | −5,626−2.0% | Reduced |
| Gulf International Bank (UK) Ltd | 268,790 | $39.0M | 1.10% | −27,124−9.2% | Reduced |
| Destination Wealth Management | 267,282 | $38.8M | 1.51% | −4,187−1.5% | Reduced |
| Gamco Investors, Inc. Et Al | 267,235 | $38.8M | 0.45% | −27,603−9.4% | Reduced |
| British Columbia Investment Management Corp | 265,874 | $38.6M | 0.37% | +713+0.3% | Added |
| Nexus Investment Management ULC | 264,082 | $38.3M | 4.32% | −1,015−0.4% | Reduced |
| Conning Inc. | 264,426 | $38.3M | 1.40% | −10,645−3.9% | Reduced |
| Stephens Inc | 263,894 | $38.3M | 0.73% | −17,168−6.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 262,373 | $38.0M | 0.57% | −11,721−4.3% | Reduced |
| Hosking Partners LLP | 261,752 | $38.0M | 1.68% | +43,892+20.1% | Added |
| Polar Capital Holdings Plc | 261,277 | $37.9M | 0.28% | −1,112−0.4% | Reduced |
| Searle & Co. | 261,134 | $37.9M | 12.89% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 260,705 | $37.8M | 0.71% | −8,792−3.3% | Reduced |
| Ceredex Value Advisors LLC | 260,048 | $37.7M | 0.66% | −219−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 259,429 | $37.6M | 0.56% | +49,424+23.5% | Added |
| Argent Capital Management LLC | 259,346 | $37.6M | 1.34% | −25,437−8.9% | Reduced |
| Taurus Asset Management, LLC | 256,146 | $37.1M | 4.51% | −1,295−0.5% | Reduced |
| Bridges Investment Management Inc | 255,979 | $37.1M | 1.32% | −8,094−3.1% | Reduced |
| Madison Asset Management, LLC | 255,878 | $37.1M | 0.54% | −63,452−19.9% | Reduced |
| ZWJ Investment Counsel Inc | 254,468 | $36.9M | 2.05% | −1,853−0.7% | Reduced |
| McDonald Capital Investors Inc | 253,457 | $36.8M | 2.87% | −3,775−1.5% | Reduced |
| HM Payson & Co | 251,877 | $36.5M | 0.86% | −2,265−0.9% | Reduced |
| Man Group plc | – | $36.5M | 0.11% | – | – |
| Bokf, NA | 261,804 | $36.4M | 0.80% | +32,581+14.2% | Added |
| Wealthfront Advisers LLC | 251,039 | $36.4M | 0.16% | +3,044+1.2% | Added |
| Todd Asset Management LLC | 249,993 | $36.3M | 0.86% | +50,884+25.6% | Added |
| First Manhattan Co | 249,513 | $36.0M | 0.13% | −5,177−2.0% | Reduced |
| Achmea Investment Management B.V. | 247,687 | $35.9M | 0.78% | +11,327+4.8% | Added |
| Gradient Investments LLC | 246,294 | $35.7M | 0.94% | +5,608+2.3% | Added |
| Villere St Denis J & Co LLC | 245,240 | $35.6M | 3.03% | −1,116−0.5% | Reduced |
| First National Trust Co | 245,214 | $35.6M | 1.70% | −4,422−1.8% | Reduced |
| Elo Mutual Pension Insurance Co | 244,584 | $35.5M | 1.09% | −6,624−2.6% | Reduced |
| Crestwood Advisors Group LLC | 244,440 | $35.4M | 0.93% | +82,138+50.6% | Added |
| Venture Visionary Partners LLC | 242,030 | $35.1M | 2.12% | +3,214+1.3% | Added |
| Ingalls & Snyder LLC | 241,972 | $35.1M | 1.70% | −603−0.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 241,550 | $35.0M | 0.42% | +13,000+5.7% | Added |
| Brinker Capital Investments, LLC | 241,099 | $35.0M | 0.42% | −18,819−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 241,099 | $35.0M | 0.42% | −18,819−7.2% | Reduced |
| Daymark Wealth Partners, LLC | 337,626 | $34.6M | 2.38% | +137,532+68.7% | Added |
| Bryn Mawr Trust Co | 238,184 | $34.5M | 1.52% | −190−0.1% | Reduced |
| Busey Wealth Management | 238,138 | $34.5M | 1.48% | +394+0.2% | Added |
| CWM, LLC | 238,091 | $34.5M | 0.21% | +30,924+14.9% | Added |
| Pathstone Family Office, LLC | 236,172 | $34.5M | 0.27% | +174,527+283.1% | Added |
| Private Wealth Partners, LLC | 237,446 | $34.4M | 3.29% | +261+0.1% | Added |
| First Horizon Advisors, Inc. | 237,030 | $34.4M | 1.24% | +1,370+0.6% | Added |
| Banco Santander, S.A. | 236,757 | $34.3M | 0.49% | +11,176+5.0% | Added |
| Heritage Investors Management Corp | 236,048 | $34.2M | 1.43% | −4,121−1.7% | Reduced |
| Johnson Investment Counsel Inc | 235,762 | $34.2M | 0.44% | +10,573+4.7% | Added |
| Kestra Private Wealth Services, LLC | 234,891 | $34.1M | 1.07% | +32,681+16.2% | Added |
| JustInvest LLC | 233,877 | $33.9M | 1.01% | +15,425+7.1% | Added |
| NewEdge Wealth, LLC | 232,926 | $33.8M | 1.07% | +22,264+10.6% | Added |
| Ieq Capital, LLC | 232,798 | $33.8M | 0.69% | +3,871+1.7% | Added |
| Bridgeway Capital Management, LLC | 231,875 | $33.6M | 0.82% | −23,790−9.3% | Reduced |
| Cetera Advisors LLC | 231,619 | $33.6M | 0.52% | +7,480+3.3% | Added |
| Eastern Bank | 229,703 | $33.3M | 1.65% | −40,370−14.9% | Reduced |
| La Banque Postale Asset Management SA | 229,334 | $33.3M | 0.74% | +21,307+10.2% | Added |
| Kentucky Retirement Systems | 228,231 | $33.1M | 1.15% | −6,728−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 224,671 | $32.6M | 0.45% | −2,865−1.3% | Reduced |
| Salem Investment Counselors Inc | 224,409 | $32.5M | 1.24% | +2,676+1.2% | Added |
| Mill Capital Management, LLC | 224,153 | $32.5M | 3.18% | −130−0.1% | Reduced |
| Washington Trust Co | 224,141 | $32.5M | 1.43% | −12,007−5.1% | Reduced |
| Maryland State Retirement & Pension System | 222,348 | $32.2M | 0.74% | −1,314−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 221,342 | $32.1M | 0.56% | +3,666+1.7% | Added |
| Smith, Salley & Associates | 221,128 | $32.1M | 2.38% | +6,246+2.9% | Added |
| First National Bank of Omaha | 221,067 | $32.1M | 2.08% | −24,092−9.8% | Reduced |
| Stratos Wealth Partners, LTD. | 220,837 | $32.0M | 0.69% | +9,985+4.7% | Added |
| Spears Abacus Advisors LLC | 219,808 | $31.9M | 2.73% | −978−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 219,277 | $31.8M | 1.33% | +1,077+0.5% | Added |
| Interval Partners, LP | 219,228 | $31.8M | 1.30% | +191,228+683.0% | Added |
| Erste Asset Management GmbH | 216,953 | $31.8M | 0.55% | +66,480+44.2% | Added |
| Baker Avenue Asset Management, LP | 218,744 | $31.7M | 1.59% | −1,498−0.7% | Reduced |
| Klingenstein Fields & Co LP | 216,390 | $31.4M | 1.53% | −2,644−1.2% | Reduced |
| Stewart & Patten Co LLC | 215,079 | $31.2M | 5.42% | −1,162−0.5% | Reduced |
| Alpha Cubed Investments, LLC | 214,344 | $31.1M | 2.09% | +2,073+1.0% | Added |
| Capital International Sarl | 214,087 | $31.0M | 1.42% | −8,780−3.9% | Reduced |
| Northeast Investment Management | 213,692 | $31.0M | 1.82% | +10,003+4.9% | Added |
| Wade G W & Inc | 213,179 | $30.9M | 1.15% | +2,488+1.2% | Added |
| Matrix Asset Advisors Inc | 212,678 | $30.8M | 4.40% | −2,488−1.2% | Reduced |
| PGGM Investments | 209,318 | $30.4M | 0.52% | +48,711+30.3% | Added |
| Manitou Investment Management Ltd. | 209,275 | $30.3M | 7.21% | −810−0.4% | Reduced |
| Howard Capital Management Group, LLC | 209,120 | $30.3M | 2.93% | +1,530+0.7% | Added |
| PM Capital Ltd | 208,929 | $30.3M | 7.12% | −60,226−22.4% | Reduced |
| Braun Stacey Associates Inc | 208,740 | $30.3M | 1.47% | +2,430+1.2% | Added |
| Securian Asset Management, Inc | 208,545 | $30.2M | 0.90% | −29,861−12.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 208,370 | $30.2M | 1.86% | +48,680+30.5% | Added |
| Old National Bancorp | 207,728 | $30.1M | 0.87% | −5,400−2.5% | Reduced |
| Laurion Capital Management LP | 207,669 | $30.1M | 0.79% | +207,669 | New |
| ArrowMark Colorado Holdings LLC | 206,271 | $29.9M | 0.36% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 206,048 | $29.9M | 0.83% | +206,048 | New |
| MBB Public Markets I LLC | 205,868 | $29.9M | 2.00% | −64,165−23.8% | Reduced |