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
- 3,710
- +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 | 5,157 | $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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 205,766 | $29.8M | 1.19% | +131,635+177.6% | Added |
| Rockland Trust Co | 205,527 | $29.8M | 1.79% | +11,335+5.8% | Added |
| Chesley Taft & Associates LLC | 205,070 | $29.7M | 1.93% | −680−0.3% | Reduced |
| Fort Pitt Capital Group, LLC | 204,952 | $29.7M | 1.11% | +3,885+1.9% | Added |
| Oakworth Capital, Inc. | 204,697 | $29.7M | 2.70% | −7,481−3.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 204,588 | $29.7M | 1.36% | +43,488+27.0% | Added |
| St Germain D J Co Inc | 202,592 | $29.4M | 1.65% | −6,034−2.9% | Reduced |
| Thomasville National Bank | 202,105 | $29.3M | 2.88% | −555−0.3% | Reduced |
| Estabrook Capital Management | 201,598 | $29.2M | 5.15% | −728−0.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 201,226 | $29.2M | 2.22% | +33,706+20.1% | Added |
| Cardinal Capital Management, Inc. | 200,517 | $29.1M | 1.51% | +204+0.1% | Added |
| Janney Capital Management LLC | 200,082 | $29.0M | 2.23% | +1,059+0.5% | Added |
| Central Securities Corp | 200,000 | $29.0M | 3.54% | −30,000−13.0% | Reduced |
| No Street GP LP | 200,000 | $29.0M | 3.50% | −25,000−11.1% | Reduced |
| Highland Capital Management, LLC | 199,864 | $29.0M | 1.99% | −6,784−3.3% | Reduced |
| Hartford Investment Management Co | 199,070 | $28.9M | 1.16% | −7,089−3.4% | Reduced |
| Wharton Business Group, LLC | 198,872 | $28.8M | 1.60% | +15,347+8.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 198,752 | $28.8M | 0.64% | −652−0.3% | Reduced |
| Trust Co of Vermont | 197,763 | $28.7M | 1.94% | +1,652+0.8% | Added |
| Anchor Capital Advisors LLC | 197,014 | $28.6M | 0.80% | +11,460+6.2% | Added |
| Payden & Rygel | 196,680 | $28.5M | 2.24% | +5,400+2.8% | Added |
| Payden & Rygel Investment Group | 196,680 | $28.5M | 2.24% | +196,680 | New |
| Capital Group Investment Management Pte. Ltd. | 196,274 | $28.5M | 1.85% | −54,494−21.7% | Reduced |
| LMCG Investments, LLC | 194,438 | $28.2M | 1.90% | −3,920−2.0% | Reduced |
| Cornerstone Advisors, LLC | 193,800 | $28.1M | 1.31% | −77,000−28.4% | Reduced |
| Chilton Capital Management LLC | 193,771 | $28.1M | 1.58% | −3,606−1.8% | Reduced |
| Howe & Rusling Inc | 192,847 | $28.0M | 3.30% | −250.0% | Reduced |
| Pictet & Cie (Europe) SA | 191,944 | $27.8M | 0.97% | −123−0.1% | Reduced |
| Hantz Financial Services, Inc. | 191,670 | $27.8M | 0.71% | +4,744+2.5% | Added |
| Eagle Global Advisors LLC | 190,475 | $27.6M | 1.79% | −713−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 189,737 | $27.5M | 0.21% | +700+0.4% | Added |
| Maple Capital Management, Inc. | 189,454 | $27.5M | 3.13% | +674+0.4% | Added |
| Moody Lynn & Lieberson, LLC | 189,094 | $27.4M | 2.35% | +15,121+8.7% | Added |
| Chartwell Investment Partners, LLC | 188,832 | $27.4M | 1.06% | −8,978−4.5% | Reduced |
| Avantax Advisory Services, Inc. | 188,781 | $27.4M | 0.31% | +16,124+9.3% | Added |
| Shufro Rose & Co LLC | 188,669 | $27.4M | 2.59% | −3,413−1.8% | Reduced |
| Dakota Wealth Management | 187,245 | $27.2M | 1.20% | +8,470+4.7% | Added |
| Independent Advisor Alliance | 186,484 | $27.0M | 1.22% | +9,140+5.2% | Added |
| Front Barnett Associates LLC | 186,351 | $27.0M | 3.24% | −6,253−3.2% | Reduced |
| Hyman Charles D | 186,059 | $27.0M | 1.75% | +1,229+0.7% | Added |
| Wilsey Asset Management Inc | 185,942 | $27.0M | 6.12% | +3,950+2.2% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 184,900 | $26.8M | 0.33% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 184,794 | $26.8M | 3.34% | −4,274−2.3% | Reduced |
| Franklin Street Advisors Inc | 184,445 | $26.7M | 2.37% | −8,648−4.5% | Reduced |
| Pacer Advisors, Inc. | 184,295 | $26.7M | 0.10% | +3,259+1.8% | Added |
| NS Partners Ltd | 182,767 | $26.5M | 1.43% | −1,644−0.9% | Reduced |
| Advisor Partners II, LLC | 182,619 | $26.5M | 1.06% | +13,339+7.9% | Added |
| NFJ Investment Group, LLC | 181,036 | $26.3M | 0.76% | −10,167−5.3% | Reduced |
| Illinois Municipal Retirement Fund | 180,174 | $26.1M | 0.49% | +34,474+23.7% | Added |
| Hancock Whitney Corp | 180,174 | $26.1M | 1.08% | −4,034−2.2% | Reduced |
| Louisiana State Employees Retirement System | 180,100 | $26.1M | 0.60% | −700−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 179,766 | $26.1M | 0.37% | −9,704−5.1% | Reduced |
| Cullinan Associates Inc | 179,204 | $26.0M | 1.51% | +793+0.4% | Added |
| Central Trust Co | 179,176 | $26.0M | 0.75% | +3,937+2.2% | Added |
| Galvin, Gaustad & Stein, LLC | 179,155 | $26.0M | 2.63% | −8,684−4.6% | Reduced |
| Northeast Financial Consultants Inc | 178,875 | $25.9M | 1.63% | +1,053+0.6% | Added |
| Community Trust & Investment Co | 177,918 | $25.8M | 2.16% | −508−0.3% | Reduced |
| Ardevora Asset Management LLP | 177,902 | $25.8M | 1.27% | +177,902 | New |
| Congress Wealth Management LLC | 177,820 | $25.8M | 0.53% | +7,913+4.7% | Added |
| American Assets Investment Management, LLC | 177,600 | $25.8M | 2.87% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 177,321 | $25.7M | 3.26% | −16,159−8.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 176,638 | $25.6M | 1.87% | −2,301−1.3% | Reduced |
| Blue Chip Partners, Inc. | 175,994 | $25.5M | 3.04% | +1,379+0.8% | Added |
| Adviser Investments LLC | 175,674 | $25.5M | 0.56% | +3,520+2.0% | Added |
| KCM Investment Advisors LLC | 175,470 | $25.4M | 1.10% | −1,260−0.7% | Reduced |
| Gemsstock Limited | 174,900 | $25.4M | 11.12% | −115,500−39.8% | Reduced |
| Allen Investment Management LLC | 174,738 | $25.3M | 0.37% | +23,894+15.8% | Added |
| Fukoku Mutual Life Insurance Co | 174,600 | $25.3M | 2.32% | +14,500+9.1% | Added |
| Citizens Financial Group Inc | 174,342 | $25.3M | 1.03% | −11,526−6.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 173,992 | $25.2M | 1.37% | +88,549+103.6% | Added |
| Phoenix Holdings Ltd. | 173,423 | $25.2M | 0.47% | +17,102+10.9% | Added |
| Alps Advisors Inc | 173,528 | $25.2M | 0.21% | +165,309+2,011.3% | Added |
| Aptus Capital Advisors, LLC | 173,062 | $25.1M | 0.73% | +7,255+4.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 172,537 | $25.0M | 1.13% | −6,656−3.7% | Reduced |
| Palisade Capital Management LLC | 172,298 | $25.0M | 0.70% | −2,291−1.3% | Reduced |
| Appleton Partners Inc | 172,101 | $25.0M | 2.22% | −3,201−1.8% | Reduced |
| LaFleur & Godfrey LLC | 171,162 | $24.8M | 3.97% | −2,562−1.5% | Reduced |
| Randolph Co Inc | 170,654 | $24.7M | 3.97% | −655−0.4% | Reduced |
| Mizuho Markets Americas LLC | 170,060 | $24.7M | 0.92% | +170,060 | New |
| Sandy Spring Bank | 170,049 | $24.7M | 1.37% | −1,266−0.7% | Reduced |
| Crossmark Global Holdings, Inc. | 167,410 | $24.4M | 0.55% | +3,072+1.9% | Added |
| Equitable Holdings, Inc. | 167,421 | $24.3M | 0.35% | +7,769+4.9% | Added |
| Farmers & Merchants Investments Inc | 166,438 | $24.1M | 0.95% | −8,636−4.9% | Reduced |
| Ninety One SA (PTY) Ltd | 162,687 | $23.9M | 4.63% | +16,636+11.4% | Added |
| Rothschild Investment Corp | 165,058 | $23.9M | 2.02% | +2,572+1.6% | Added |
| Marco Investment Management LLC | 164,465 | $23.9M | 2.74% | −5,554−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 164,341 | $23.8M | 0.75% | +101,899+163.2% | Added |
| South Dakota Investment Council | 164,241 | $23.8M | 0.54% | −17,012−9.4% | Reduced |
| Abn Amro Investment Solutions | 164,062 | $23.8M | 0.47% | +9,033+5.8% | Added |
| Sit Investment Associates Inc | 163,349 | $23.7M | 0.65% | +13,340+8.9% | Added |
| Prudential PLC | 163,062 | $23.6M | 0.27% | −8,099−4.7% | Reduced |
| National Asset Management, Inc. | 162,967 | $23.6M | 0.64% | +3,837+2.4% | Added |
| MMBG Investment Advisors Co. | 162,885 | $23.6M | 2.98% | −7,550−4.4% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 162,283 | $23.5M | 0.64% | −144,990−47.2% | Reduced |
| WSFS Capital Management, LLC | 161,962 | $23.5M | 1.54% | +52,129+47.5% | Added |
| Capital International Ltd | 161,275 | $23.4M | 1.35% | −136−0.1% | Reduced |
| Advisors Asset Management, Inc. | 159,212 | $23.1M | 0.50% | −40,508−20.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 158,686 | $23.0M | 1.79% | −7,007−4.2% | Reduced |
| First Foundation Advisors | 158,508 | $23.0M | 1.07% | −14,337−8.3% | Reduced |
| Jupiter Asset Management Ltd | 158,260 | $23.0M | 0.25% | −128,144−44.7% | Reduced |