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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 92,573 | $13.4M | 0.66% | +23,120+33.3% | Added |
| Strategic Investment Solutions, Inc. | 89,362 | $13.4M | 0.17% | +87,964+6,292.1% | Added |
| Sand Hill Global Advisors, LLC | 92,173 | $13.4M | 0.74% | −1,091−1.2% | Reduced |
| Middleton & Co Inc | 91,949 | $13.3M | 1.84% | −2,711−2.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 91,727 | $13.3M | 0.36% | −452−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 89,805 | $13.3M | 0.81% | +1,444+1.6% | Added |
| Annex Advisory Services, LLC | 91,474 | $13.3M | 0.80% | +13,639+17.5% | Added |
| Biondo Investment Advisors, LLC | 91,346 | $13.2M | 2.50% | +927+1.0% | Added |
| Mutual Advisors, LLC | 91,261 | $13.2M | 0.52% | +232+0.3% | Added |
| Kornitzer Capital Management Inc | 91,066 | $13.2M | 0.27% | +337+0.4% | Added |
| Overbrook Management Corp | 90,947 | $13.2M | 3.07% | −517−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 90,850 | $13.2M | 0.51% | −5,101−5.3% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 90,650 | $13.1M | 0.88% | −13,315−12.8% | Reduced |
| Telemus Capital, LLC | 90,460 | $13.1M | 1.21% | −5,568−5.8% | Reduced |
| Cincinnati Financial Corp | 90,000 | $13.1M | 0.32% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 89,782 | $13.0M | 1.47% | +364+0.4% | Added |
| Forum Financial Management, LP | 89,369 | $13.0M | 0.29% | +110.0% | Added |
| Capstone Investment Advisors, LLC | 88,736 | $12.9M | 0.34% | +87,797+9,350.1% | Added |
| Grimes & Company, Inc. | 88,622 | $12.9M | 0.50% | −151−0.2% | Reduced |
| TD Private Client Wealth LLC | 88,489 | $12.8M | 0.56% | −11,082−11.1% | Reduced |
| Leavell Investment Management, Inc. | 88,112 | $12.8M | 0.89% | +94+0.1% | Added |
| Talbot Financial, LLC | 88,080 | $12.8M | 2.23% | +169+0.2% | Added |
| CWA Asset Management Group, LLC | 87,926 | $12.8M | 0.94% | +2,092+2.4% | Added |
| Earnest Partners LLC | 87,684 | $12.7M | 0.07% | −4,906−5.3% | Reduced |
| James Investment Research Inc | 87,668 | $12.7M | 1.68% | −694−0.8% | Reduced |
| Montag A & Associates Inc | 87,603 | $12.7M | 0.80% | +617+0.7% | Added |
| Pallas Capital Advisors LLC | 92,438 | $12.7M | 0.77% | +5,620+6.5% | Added |
| Trust Co of Toledo NA | 87,432 | $12.7M | 2.49% | +4,208+5.1% | Added |
| Viking Fund Management LLC | 87,000 | $12.6M | 2.54% | −6,000−6.5% | Reduced |
| Tufton Capital Management | 86,897 | $12.6M | 2.81% | −135−0.2% | Reduced |
| Sowell Financial Services LLC | 86,851 | $12.6M | 0.79% | +15,178+21.2% | Added |
| Hudson Valley Investment Advisors Inc | 86,789 | $12.6M | 1.77% | +301+0.3% | Added |
| JB Capital LLC | 86,738 | $12.6M | 1.06% | +5,736+7.1% | Added |
| Cohen Capital Management, Inc. | 86,553 | $12.6M | 2.57% | 00.0% | Unchanged |
| Hoylecohen, LLC | 86,367 | $12.5M | 1.16% | +282+0.3% | Added |
| Charter Trust Co | 86,241 | $12.5M | 1.00% | −1,642−1.9% | Reduced |
| SG Americas Securities, LLC | 85,971 | $12.5M | 0.17% | −8,652−9.1% | Reduced |
| Novare Capital Management LLC | 85,781 | $12.4M | 1.40% | −696−0.8% | Reduced |
| Means Investment Co., Inc. | 85,770 | $12.4M | 2.04% | −3,948−4.4% | Reduced |
| Lyell Wealth Management, LP | 85,603 | $12.4M | 1.67% | −1,366−1.6% | Reduced |
| Matthew 25 Management Corp | 85,000 | $12.3M | 4.69% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 85,000 | $12.3M | 3.01% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 84,556 | $12.3M | 2.75% | −1,877−2.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 84,520 | $12.3M | 2.61% | +3,340+4.1% | Added |
| Bleakley Financial Group, LLC | 84,460 | $12.2M | 0.43% | −7,208−7.9% | Reduced |
| Diversified Trust Co | 84,353 | $12.2M | 0.46% | −30,903−26.8% | Reduced |
| Grand Jean Capital Management Inc | 83,443 | $12.2M | 3.79% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 83,905 | $12.2M | 1.06% | +1,085+1.3% | Added |
| Palisade Asset Management, LLC | 83,801 | $12.2M | 1.48% | +380.0% | Added |
| Everence Capital Management Inc | 83,705 | $12.1M | 0.94% | +8,280+11.0% | Added |
| Eagle Rock Investment Company, LLC | 83,063 | $12.0M | 2.72% | −2,993−3.5% | Reduced |
| Allworth Financial LP | 82,789 | $12.0M | 0.10% | +3,158+4.0% | Added |
| Procyon Private Wealth Partners, LLC | 82,605 | $12.0M | 1.23% | +13,530+19.6% | Added |
| Genus Capital Management Inc. | 82,515 | $12.0M | 1.88% | +12,520+17.9% | Added |
| Community Bank, N.A. | 82,489 | $12.0M | 1.68% | −1,213−1.4% | Reduced |
| Apollon Wealth Management, LLC | 82,309 | $11.9M | 0.60% | −1,422−1.7% | Reduced |
| Rice Partnership, LLC | 82,234 | $11.9M | 3.38% | +520+0.6% | Added |
| Cannell Peter B & Co Inc | 82,233 | $11.9M | 0.41% | +407+0.5% | Added |
| Stockman Wealth Management, Inc. | 82,069 | $11.9M | 2.62% | −3,049−3.6% | Reduced |
| Integrated Advisors Network LLC | 81,994 | $11.9M | 0.73% | −1,564−1.9% | Reduced |
| Haverford Financial Services, Inc. | 81,881 | $11.9M | 3.83% | −228−0.3% | Reduced |
| Strategic Global Advisors, LLC | 81,587 | $11.8M | 1.97% | −4,082−4.8% | Reduced |
| Quantitative Investment Management, LLC | 81,517 | $11.8M | 1.82% | +81,517 | New |
| Woodmont Investment Counsel LLC | 81,421 | $11.8M | 1.25% | −425−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 83,434 | $11.8M | 0.63% | −5,052−5.7% | Reduced |
| FourThought Financial Partners, LLC | 81,084 | $11.8M | 1.64% | −156−0.2% | Reduced |
| We Are One Seven, LLC | 81,080 | $11.8M | 0.92% | +2,568+3.3% | Added |
| Fort Sheridan Advisors LLC | 80,738 | $11.7M | 2.66% | +3,976+5.2% | Added |
| Burns J W & Co Inc | 80,560 | $11.7M | 1.89% | −825−1.0% | Reduced |
| Coldstream Capital Management Inc | 80,061 | $11.6M | 0.38% | +1,795+2.3% | Added |
| General American Investors Co Inc | 80,000 | $11.6M | 1.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 79,976 | $11.6M | 0.77% | +18,601+30.3% | Added |
| Valicenti Advisory Services Inc | 79,891 | $11.6M | 3.96% | +2,220+2.9% | Added |
| Thompson Investment Management, Inc. | 79,629 | $11.5M | 2.05% | −2,035−2.5% | Reduced |
| Pictet North America Advisors SA | 79,419 | $11.5M | 1.64% | −14,226−15.2% | Reduced |
| Transcend Wealth Collective, LLC | 79,272 | $11.5M | 1.12% | −1,345−1.7% | Reduced |
| Sigma Planning Corp | 79,118 | $11.5M | 0.43% | −6,570−7.7% | Reduced |
| GAM Holding AG | 78,971 | $11.5M | 0.85% | −266−0.3% | Reduced |
| King Wealth | 78,616 | $11.4M | 2.40% | +530+0.7% | Added |
| Shell Asset Management Co | 78,450 | $11.4M | 0.47% | −10,871−12.2% | Reduced |
| Whitener Capital Management, Inc. | 78,402 | $11.4M | 4.55% | −318−0.4% | Reduced |
| Lockheed Martin Investment Management Co | 80,770 | $11.4M | 0.87% | −13,600−14.4% | Reduced |
| Picton Mahoney Asset Management | 78,237 | $11.3M | 0.52% | +44,047+128.8% | Added |
| Archon Partners LLC | 78,000 | $11.3M | 1.77% | +78,000 | New |
| Circle Wealth Management, LLC | 77,779 | $11.3M | 0.28% | +2,448+3.2% | Added |
| Barometer Capital Management Inc. | 78,193 | $11.3M | 3.55% | +19,135+32.4% | Added |
| Punch & Associates Investment Management, Inc. | 77,430 | $11.2M | 0.72% | +644+0.8% | Added |
| Connors Investor Services Inc | 77,345 | $11.2M | 1.38% | +410+0.5% | Added |
| Winslow Asset Management Inc | 77,059 | $11.2M | 2.59% | −1,398−1.8% | Reduced |
| Horizon Investments, LLC | 77,341 | $11.1M | 0.34% | −717−0.9% | Reduced |
| German American Bancorp, Inc. | 76,703 | $11.1M | 1.62% | +1,183+1.6% | Added |
| Telos Capital Management, Inc. | 76,360 | $11.1M | 1.54% | −730−0.9% | Reduced |
| 1st Source Bank | 76,312 | $11.1M | 0.75% | −354−0.5% | Reduced |
| Iowa State Bank | 76,201 | $11.1M | 2.87% | −340−0.4% | Reduced |
| Alberta Investment Management Corp | 76,100 | $11.0M | 0.12% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 76,050 | $11.0M | 0.77% | −7,400−8.9% | Reduced |
| Simmons Bank | 75,973 | $11.0M | 0.98% | −2,470−3.1% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 75,956 | $11.0M | 0.35% | +3,742+5.2% | Added |
| WoodTrust Financial Corp | 75,931 | $11.0M | 2.11% | +90.0% | Added |
| North Star Asset Management Inc | 75,903 | $11.0M | 0.63% | −84−0.1% | Reduced |