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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 117,610 | $17.1M | 0.51% | +96,245+450.5% | Added |
| Clearstead Advisors, LLC | 117,525 | $17.0M | 1.05% | +1,873+1.6% | Added |
| Motco | 117,242 | $17.0M | 1.16% | −2,346−2.0% | Reduced |
| Savant Capital, LLC | 116,777 | $16.9M | 0.25% | −2,898−2.4% | Reduced |
| Private Capital Management, LLC | 116,191 | $16.9M | 2.03% | −4,534−3.8% | Reduced |
| Stillwater Capital Advisors, LLC | 116,066 | $16.8M | 3.06% | +436+0.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 115,955 | $16.8M | 0.58% | +2,308+2.0% | Added |
| Courant Investment Management LLC | 114,592 | $16.6M | 18.33% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 113,489 | $16.6M | 1.86% | −6,160−5.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 114,328 | $16.6M | 2.25% | +21,439+23.1% | Added |
| Drexel Morgan & Co. | 112,950 | $16.4M | 4.46% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 112,712 | $16.3M | 2.12% | +564+0.5% | Added |
| Fred Alger Management, LLC | 112,575 | $16.3M | 0.09% | −811,896−87.8% | Reduced |
| Adell Harriman & Carpenter Inc | 112,468 | $16.3M | 1.69% | +977+0.9% | Added |
| Congress Asset Management Co | 112,067 | $16.3M | 0.14% | −353−0.3% | Reduced |
| Shelton Capital Management | 111,244 | $16.1M | 0.59% | −3,129−2.7% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 111,161 | $16.1M | 3.47% | 00.0% | Unchanged |
| Dearborn Partners LLC | 111,115 | $16.1M | 0.63% | −235−0.2% | Reduced |
| Beach Investment Counsel Inc | 111,052 | $16.1M | 2.01% | +3,313+3.1% | Added |
| Washington Trust Bank | 110,988 | $16.1M | 1.68% | +190.0% | Added |
| Oak Harvest Investment Services | 110,715 | $16.1M | 3.40% | +1,915+1.8% | Added |
| Integrated Wealth Concepts LLC | 110,673 | $16.0M | 0.28% | +965+0.9% | Added |
| Canandaigua National Bank & Trust Co | 109,932 | $15.9M | 2.58% | −637−0.6% | Reduced |
| Texas Yale Capital Corp. | 109,442 | $15.9M | 0.72% | −146−0.1% | Reduced |
| Wealth Advisory Solutions, LLC | 100,369 | $15.8M | 3.10% | +46,931+87.8% | Added |
| Lincoln National Corp | 108,598 | $15.7M | 0.32% | +3,226+3.1% | Added |
| Cabot Wealth Management Inc | 108,592 | $15.7M | 2.41% | +1,065+1.0% | Added |
| Grassi Investment Management | 108,544 | $15.7M | 1.81% | −248−0.2% | Reduced |
| Banque Cantonale Vaudoise | 108,286 | $15.7M | 0.78% | −6,181−5.4% | Reduced |
| Kingsview Wealth Management, LLC | 108,104 | $15.7M | 0.56% | +4,273+4.1% | Added |
| Willis Investment Counsel | 107,180 | $15.5M | 1.18% | 00.0% | Unchanged |
| Colonial Trust Advisors | 107,163 | $15.5M | 1.78% | +730+0.7% | Added |
| Sonora Investment Management Group, LLC | 106,893 | $15.5M | 1.33% | −873−0.8% | Reduced |
| SS&H Financial Advisors, Inc. | 106,887 | $15.5M | 7.26% | +106,887 | New |
| CTC LLC | 106,813 | $15.5M | 0.70% | −79,334−42.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 106,681 | $15.5M | 2.32% | −655−0.6% | Reduced |
| Wolverine Trading, LLC | 105,740 | $15.3M | 0.15% | +45,741+76.2% | Added |
| Trust Co of Virginia | 105,221 | $15.3M | 1.68% | +2,709+2.6% | Added |
| Webster Bank, N. A. | 104,688 | $15.2M | 2.05% | −513−0.5% | Reduced |
| Anderson Hoagland & Co | 104,542 | $15.2M | 2.03% | +386+0.4% | Added |
| JGP Wealth Management, LLC | 104,505 | $15.2M | 2.54% | +2,420+2.4% | Added |
| MainStreet Investment Advisors LLC | 104,290 | $15.1M | 1.76% | −2,565−2.4% | Reduced |
| Verdence Capital Advisors LLC | 104,189 | $15.1M | 1.64% | +5,462+5.5% | Added |
| Thompson Siegel & Walmsley LLC | 104,133 | $15.1M | 0.25% | −90.0% | Reduced |
| Fiduciary Alliance LLC | 103,775 | $15.0M | 3.48% | +1,710+1.7% | Added |
| Bragg Financial Advisors, Inc | 103,631 | $15.0M | 0.79% | −1,245−1.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 103,395 | $15.0M | 1.50% | −2,067−2.0% | Reduced |
| United Bank | 103,346 | $15.0M | 1.97% | +2,443+2.4% | Added |
| Rothschild Capital Partners, LLC | 103,147 | $15.0M | 5.85% | 00.0% | Unchanged |
| Transform Wealth, LLC | 102,994 | $14.9M | 1.58% | −20,959−16.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 102,909 | $14.9M | 0.80% | +35,318+52.3% | Added |
| Empirical Finance, LLC | 102,357 | $14.8M | 1.09% | +9,661+10.4% | Added |
| Torray LLC | 102,159 | $14.8M | 2.61% | −3,109−3.0% | Reduced |
| First Citizens Bank & Trust Co | 101,919 | $14.8M | 0.29% | −12,127−10.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 101,899 | $14.8M | 1.15% | −3,004−2.9% | Reduced |
| BTC Capital Management, Inc. | 101,844 | $14.8M | 1.70% | +3,903+4.0% | Added |
| Fiduciary Group LLC | 101,741 | $14.8M | 1.88% | −901−0.9% | Reduced |
| Brown Brothers Harriman & Co | 101,656 | $14.7M | 0.13% | +2,256+2.3% | Added |
| Perfromance Wealth Partners, LLC | 101,644 | $14.7M | 0.72% | −215−0.2% | Reduced |
| CSM Advisors, LLC | 101,509 | $14.7M | 1.28% | −1,640−1.6% | Reduced |
| Freestone Capital Holdings, LLC | 101,483 | $14.7M | 0.78% | +10,634+11.7% | Added |
| Quantinno Capital Management LP | 100,795 | $14.6M | 0.67% | +21,365+26.9% | Added |
| First American Trust, FSB | 100,789 | $14.6M | 2.07% | −1,821−1.8% | Reduced |
| Curi Capital | 100,660 | $14.6M | 2.24% | −6,151−5.8% | Reduced |
| Artemis Investment Management LLP | 100,506 | $14.6M | 0.20% | +7,533+8.1% | Added |
| Farmers Trust Co | 100,336 | $14.6M | 3.36% | +4,801+5.0% | Added |
| Empowered Funds, LLC | 100,178 | $14.5M | 0.43% | +5,334+5.6% | Added |
| Spire Wealth Management | 99,713 | $14.5M | 0.55% | +50,176+101.3% | Added |
| United Asset Strategies, Inc. | 99,094 | $14.4M | 1.86% | −3,152−3.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 98,857 | $14.3M | 0.38% | +22,407+29.3% | Added |
| Miramar Capital, LLC | 98,519 | $14.3M | 3.88% | −27,323−21.7% | Reduced |
| Alerus Financial NA | 98,477 | $14.3M | 1.26% | +34,344+53.6% | Added |
| Wedbush Securities Inc | 97,945 | $14.2M | 0.71% | −4,204−4.1% | Reduced |
| Yarbrough Capital, LLC | 97,875 | $14.2M | 0.83% | 00.0% | Unchanged |
| Ossiam | 97,725 | $14.2M | 0.25% | +51,828+112.9% | Added |
| Private Asset Management Inc | 96,494 | $14.0M | 3.29% | −15,460−13.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 96,242 | $14.0M | 0.65% | +7,084+7.9% | Added |
| First Financial Bank - Trust Division | 95,927 | $13.9M | 1.53% | −2,591−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 95,871 | $13.9M | 0.32% | −52−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 95,823 | $13.9M | 1.36% | +32,583+51.5% | Added |
| Baxter Bros Inc | 95,780 | $13.9M | 2.11% | −4,774−4.7% | Reduced |
| Wetherby Asset Management Inc | 95,764 | $13.9M | 0.79% | +2,430+2.6% | Added |
| Assenagon Asset Management S.A. | 95,539 | $13.9M | 0.05% | +1,817+1.9% | Added |
| Courier Capital LLC | 95,313 | $13.8M | 1.15% | −3,343−3.4% | Reduced |
| Edge Wealth Management LLC | 95,238 | $13.8M | 3.23% | −1,112−1.2% | Reduced |
| Ledyard National Bank | 95,054 | $13.8M | 1.57% | +1,114+1.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,916 | $13.8M | 1.60% | −2,829−2.9% | Reduced |
| Westchester Capital Management, Inc. | 94,587 | $13.7M | 3.93% | +245+0.3% | Added |
| Greenwood Gearhart Inc | 94,551 | $13.7M | 1.62% | +1,315+1.4% | Added |
| Ashburton (Jersey) Ltd | 93,912 | $13.7M | 6.65% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 94,167 | $13.7M | 1.77% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 94,092 | $13.6M | 1.50% | +1,800+2.0% | Added |
| Peak Asset Management, LLC | 93,908 | $13.6M | 3.29% | −551−0.6% | Reduced |
| Sawtooth Solutions, LLC | 93,609 | $13.6M | 0.44% | −8,683−8.5% | Reduced |
| Vantage Investment Partners, LLC | 93,188 | $13.5M | 1.77% | +5,685+6.5% | Added |
| Rossmore Private Capital | 93,057 | $13.5M | 2.04% | −109−0.1% | Reduced |
| Cincinnati Casualty Co | 93,000 | $13.5M | 8.61% | 00.0% | Unchanged |
| Cincinnati Specialty Underwriters Insurance CO | 93,000 | $13.5M | 5.14% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 92,854 | $13.5M | 1.86% | +407+0.4% | Added |
| New England Asset Management Inc | 92,790 | $13.5M | 2.21% | −5,552−5.6% | Reduced |