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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 157,098 | $22.8M | 3.18% | −476−0.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 156,418 | $22.7M | 2.66% | −35,175−18.4% | Reduced |
| Oak Associates, Ltd | 156,117 | $22.6M | 1.88% | +2,611+1.7% | Added |
| Brookstone Capital Management | 155,511 | $22.6M | 0.50% | +574+0.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 155,651 | $22.6M | 5.30% | −4,992−3.1% | Reduced |
| Arvest Trust Co N A | 155,269 | $22.5M | 1.47% | −811−0.5% | Reduced |
| HB Wealth Management, LLC | 154,201 | $22.4M | 0.36% | +15,357+11.1% | Added |
| Stonebridge Capital Advisors LLC | 153,907 | $22.3M | 2.46% | +2,102+1.4% | Added |
| Absher Wealth Management, LLC | 153,721 | $22.3M | 3.71% | +3,860+2.6% | Added |
| GYL Financial Synergies, LLC | 153,055 | $22.2M | 2.16% | −384−0.3% | Reduced |
| Gratus Capital LLC | 152,626 | $22.1M | 1.52% | +1,223+0.8% | Added |
| New Mexico Educational Retirement Board | 152,050 | $22.1M | 0.94% | +9,500+6.7% | Added |
| Credit Agricole S A | 151,060 | $21.9M | 0.67% | +30,079+24.9% | Added |
| FineMark National Bank & Trust | 150,952 | $21.9M | 0.95% | −1,745−1.1% | Reduced |
| Harvest Portfolios Group Inc. | 150,637 | $21.8M | 1.03% | −9,315−5.8% | Reduced |
| Ziegler Capital Management, LLC | 150,429 | $21.8M | 0.87% | −6,183−3.9% | Reduced |
| Wesleyan Assurance Society | 150,207 | $21.8M | 2.42% | 00.0% | Unchanged |
| Main Street Research LLC | 149,881 | $21.7M | 2.24% | +66,334+79.4% | Added |
| Easterly Investment Partners LLC | 149,775 | $21.7M | 2.39% | −7,557−4.8% | Reduced |
| Valeo Financial Advisors, LLC | 173,557 | $21.6M | 0.99% | +802+0.5% | Added |
| Tower Bridge Advisors | 149,184 | $21.6M | 2.00% | +303+0.2% | Added |
| Core Alternative Capital | 147,825 | $21.4M | 3.31% | −5,382−3.5% | Reduced |
| Foster Dykema Cabot & Co Inc | 147,344 | $21.4M | 2.58% | +354+0.2% | Added |
| Parsons Capital Management Inc | 146,913 | $21.3M | 1.68% | −927−0.6% | Reduced |
| Bollard Group LLC | 146,435 | $21.2M | 0.78% | −1,565−1.1% | Reduced |
| Verity & Verity, LLC | 145,933 | $21.2M | 2.65% | −37,957−20.6% | Reduced |
| TownSquare Capital, LLC | 145,780 | $21.1M | 0.39% | −5,663−3.7% | Reduced |
| Moran Wealth Management, LLC | 145,468 | $21.1M | 0.82% | +141,030+3,177.8% | Added |
| Abner Herrman & Brock LLC | 144,287 | $20.9M | 3.21% | −3,320−2.2% | Reduced |
| South State Corp. | 144,071 | $20.9M | 1.98% | +586+0.4% | Added |
| NBT Bank N A | 143,586 | $20.8M | 2.00% | +45,699+46.7% | Added |
| Patten & Patten Inc | 142,398 | $20.7M | 1.81% | −535−0.4% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 140,126 | $20.3M | 1.23% | −11,699−7.7% | Reduced |
| Logan Capital Management Inc | 139,997 | $20.3M | 1.03% | −14,496−9.4% | Reduced |
| Neville Rodie & Shaw Inc | 138,542 | $20.1M | 1.79% | −344−0.2% | Reduced |
| DuPont Capital Management Corp | 138,486 | $20.1M | 1.75% | +70,852+104.8% | Added |
| Resources Management Corp | 137,907 | $20.0M | 3.26% | −1,006−0.7% | Reduced |
| Callahan Advisors, LLC | 137,560 | $19.9M | 2.51% | +362+0.3% | Added |
| Bailard, Inc. | 137,404 | $19.9M | 0.66% | +11,423+9.1% | Added |
| HBK Sorce Advisory LLC | 136,799 | $19.8M | 0.87% | −3,201−2.3% | Reduced |
| Meridian Wealth Management, LLC | 136,566 | $19.8M | 1.21% | +14,310+11.7% | Added |
| Metis Global Partners, LLC | 136,509 | $19.8M | 0.96% | +19,099+16.3% | Added |
| Alpine Woods Capital Investors, LLC | 135,822 | $19.7M | 3.17% | −3,335−2.4% | Reduced |
| Kanawha Capital Management LLC | 135,787 | $19.7M | 1.91% | +2,767+2.1% | Added |
| Rbo & Co LLC | 135,215 | $19.6M | 3.56% | −721−0.5% | Reduced |
| Prospera Financial Services Inc | 135,093 | $19.6M | 0.76% | +606+0.5% | Added |
| Axxcess Wealth Management, LLC | 135,014 | $19.6M | 0.67% | +67,243+99.2% | Added |
| Snowden Capital Advisors LLC | 169,306 | $19.5M | 0.83% | +21,690+14.7% | Added |
| Osborne Partners Capital Management, LLC | 134,266 | $19.5M | 1.44% | −500.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 134,177 | $19.5M | 0.40% | +1,745+1.3% | Added |
| Evergreen Capital Management LLC | 133,849 | $19.4M | 0.85% | −612−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 133,546 | $19.4M | 0.42% | +6,556+5.2% | Added |
| Moors & Cabot, Inc. | 133,043 | $19.3M | 1.31% | +3,270+2.5% | Added |
| Edmond de Rothschild Holding S.A. | 132,767 | $19.3M | 0.39% | −8,755−6.2% | Reduced |
| Azimuth Capital Investment Management LLC | 132,737 | $19.2M | 0.95% | −2,287−1.7% | Reduced |
| Rempart Asset Management Inc. | 132,710 | $19.2M | 4.29% | +950+0.7% | Added |
| First Long Island Investors, LLC | 132,674 | $19.2M | 1.86% | +5,420+4.3% | Added |
| Noesis Capital Mangement Corp | 130,766 | $19.0M | 4.97% | +81+0.1% | Added |
| Kempen Capital Management N.V. | 130,259 | $18.9M | 0.35% | −12,753−8.9% | Reduced |
| Albion Financial Group | 129,710 | $18.8M | 1.74% | −199−0.2% | Reduced |
| Jones Financial Companies LLLP | 129,281 | $18.7M | 0.03% | −8,061−5.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 129,203 | $18.7M | 2.86% | +627+0.5% | Added |
| Northwest & Ethical Investments L.P. | 129,071 | $18.7M | 0.63% | −4,352−3.3% | Reduced |
| Bourgeon Capital Management LLC | 129,065 | $18.7M | 4.39% | −1,918−1.5% | Reduced |
| Osher Van de Voorde Investment Management | 128,543 | $18.6M | 4.67% | −951−0.7% | Reduced |
| Nomura Holdings Inc | 128,363 | $18.6M | 0.20% | −157,602−55.1% | Reduced |
| Empyrean Capital Partners, LP | 128,000 | $18.6M | 1.15% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 127,905 | $18.5M | 0.77% | +8,625+7.2% | Added |
| BLB&B Advisors, LLC | 127,489 | $18.5M | 1.32% | −1,409−1.1% | Reduced |
| Alley Investment Management Company, LLC | 126,913 | $18.4M | 3.12% | +530+0.4% | Added |
| Norinchukin Bank, The | 126,849 | $18.4M | 0.43% | −122,201−49.1% | Reduced |
| Optiver Holding B.V. | 126,026 | $18.3M | 0.52% | +119,594+1,859.4% | Added |
| Martingale Asset Management L P | 125,609 | $18.2M | 0.38% | +7,606+6.4% | Added |
| Advisory Services Network, LLC | 125,601 | $18.2M | 0.49% | +9,785+8.4% | Added |
| TruWealth Advisors, LLC | 125,558 | $18.2M | 1.57% | +1,921+1.6% | Added |
| Culbertson A N & Co Inc | 125,256 | $18.2M | 3.65% | 00.0% | Unchanged |
| Narwhal Capital Management | 124,773 | $18.1M | 2.21% | −1,396−1.1% | Reduced |
| Assetmark, Inc | 124,773 | $18.1M | 0.07% | +10,137+8.8% | Added |
| Applied Finance Capital Management, LLC | 124,500 | $18.1M | 1.96% | +5,073+4.2% | Added |
| KMG Fiduciary Partners, LLC | 124,044 | $18.0M | 2.38% | +1,261+1.0% | Added |
| Parallel Advisors, LLC | 124,030 | $18.0M | 0.60% | +4,277+3.6% | Added |
| Perigon Wealth Management, LLC | 123,652 | $17.9M | 0.73% | −1,552−1.2% | Reduced |
| Natixis | 123,651 | $17.9M | 0.14% | −142,249−53.5% | Reduced |
| Greenleaf Trust | 122,013 | $17.7M | 0.20% | +9,188+8.1% | Added |
| Nemes Rush Group LLC | 121,866 | $17.7M | 3.20% | +1,508+1.3% | Added |
| Clear Harbor Asset Management, LLC | 121,454 | $17.6M | 1.84% | −3,371−2.7% | Reduced |
| Birch Hill Investment Advisors LLC | 120,820 | $17.5M | 1.05% | −1,589−1.3% | Reduced |
| First American Bank | 120,609 | $17.5M | 1.58% | −3,686−3.0% | Reduced |
| ProVise Management Group, LLC | 120,450 | $17.5M | 1.62% | +1,249+1.0% | Added |
| Metropolitan Life Insurance Co | 120,238 | $17.4M | 0.91% | −7,114−5.6% | Reduced |
| Verde Servicos Internacionais S.A. | 120,093 | $17.4M | 6.78% | +31,530+35.6% | Added |
| Longbow Finance SA | 119,845 | $17.4M | 2.09% | −390−0.3% | Reduced |
| Acadian Asset Management LLC | 119,887 | $17.4M | 0.07% | −23,816−16.6% | Reduced |
| Linscomb & Williams, Inc. | 119,784 | $17.4M | 1.02% | −6,361−5.0% | Reduced |
| Gladstone Institutional Advisory LLC | 119,330 | $17.3M | 1.12% | +39,561+49.6% | Added |
| Atlantic Union Bankshares Corp | 119,263 | $17.3M | 1.77% | +442+0.4% | Added |
| Park Avenue Securities LLC | 118,761 | $17.2M | 0.27% | +2,754+2.4% | Added |
| Choate Investment Advisors | 118,644 | $17.2M | 0.67% | +11,754+11.0% | Added |
| Hi-Line Capital Management, LLC | 118,471 | $17.2M | 6.33% | −292−0.2% | Reduced |
| Steel Peak Wealth Management LLC | 117,934 | $17.1M | 1.08% | −35,788−23.3% | Reduced |