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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

Q4 2023 vs. Q3 2023

How the institutions holding JPMorgan Chase & Co changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of JPM: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders3,710654,001+356
Shares2.05B5.64M2.07B+27.1M (+1.3%)
Value$297.0B$817.4M$351.8B+$55.6B (+18.8%)

65 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (459)

Institutions that held JPMorgan Chase & Co at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 459 by value.

Institutions new to JPM in Q4 2023
InstitutionSharesValue% of portfolio
Unisphere Establishment5,600,000$952.6M9.85%
Kames Capital plc1,072,836$182.6M2.91%
Renaissance Technologies LLC893,193$151.9M0.24%
First Financial Bankshares Inc834,843$142.0M3.41%
Aware Super Pty Ltd as trustee of Aware Super317,953$102.5M1.41%
Colony Group, LLC556,793$94.7M1.24%
Actiam N.V.622,006$94.1M3.90%
Capitolis Liquid Global Markets LLC550,000$93.6M3.85%
Sculptor Capital LP477,300$81.2M2.04%
Groupama Asset Managment469,646$79.9M2.08%
Degroof Petercam Asset Management457,383$77.8M1.02%
Pathstone Holdings, LLC410,466$70.1M0.38%
Sapient Capital LLC375,062$63.8M1.65%
Susquehanna Portfolio Strategies, LLC304,609$51.8M0.92%
JPB Foundation299,855$51.0M5.47%
Aquatic Capital Management LLC251,800$42.8M1.09%
Sanibel Captiva Trust Company, Inc.236,558$40.2M1.48%
HighPoint Advisor Group LLC186,490$36.3M2.61%
Clear Street LLC200,000$34.0M1.67%
FreeGulliver LLC190,908$32.5M43.11%
Rothschild Investment LLC171,033$29.1M2.44%
Trexquant Investment LP166,261$28.3M0.64%
Smith Group Asset Management, LLC166,212$28.3M1.65%
VGI Partners Ltd156,236$26.6M2.83%
Focus Financial Network Inc150,980$25.7M0.97%
Cantor Fitzgerald Investment Adviser L.P.149,589$25.4M1.97%
Natixis Investment Managers International146,240$24.9M1.76%
Foster Dykema Cabot & Partners, LLC139,800$23.8M2.52%
Exane Asset Management126,800$21.6M18.31%
Mesirow Financial Investment Management, Inc.300,089$19.5M0.71%
Cullen Investment Group, Ltd.101,101$17.2M3.01%
Tritonpoint Wealth, LLC100,642$17.1M1.67%
Harbour Trust & Investment Management Co92,124$15.7M2.21%
GLOBALT Investments LLC77,997$13.3M0.55%
Barlow Wealth Partners, Inc.77,923$13.3M1.88%
Point72 Asset Management, L.P.77,630$13.2M0.04%
FJ Investments, LLC75,404$12.8M0.61%
TAM Capital Management Inc.71,757$12.2M8.14%
Concurrent Investment Advisors, LLC68,218$11.6M0.55%
Generate Investment Management Ltd65,069$11.1M0.96%
Spectrum Wealth Counsel, LLC60,847$10.4M1.43%
Access Investment Management LLC60,000$10.2M3.81%
Trueblood Wealth Management, LLC56,652$9.64M6.05%
Principal Securities, Inc.56,650$9.64M0.36%
HTLF Bank56,603$9.63M1.14%
GAMMA Investing LLC51,737$9.02M2.44%
Embree Financial Group48,152$8.19M1.72%
Wetzel Investment Advisors, Inc.47,015$8.00M4.91%
Arvest Investments, Inc.45,800$7.79M1.27%
AlTi Global, Inc.44,404$7.55M0.23%
Stablepoint Partners, LLC43,440$7.39M1.89%
DLK Investment Management, LLC38,227$6.50M2.96%
MSA Advisors, LLC37,150$6.32M2.20%
Myriad Asset Management US LP36,880$6.27M3.47%
MN Wealth Advisors, LLC35,353$6.01M4.14%
International Assets Investment Management, LLC323,532$5.98M0.76%
Arete Wealth Advisors, LLC34,862$5.85M0.45%
Turtle Creek Wealth Advisors, LLC33,780$5.75M1.69%
Bell & Brown Wealth Advisors, LLC33,706$5.73M2.66%
Napa Wealth Management33,641$5.72M3.11%
Everpar Advisors LLC32,302$5.49M2.56%
Stonebrook Private Inc.30,375$5.17M1.73%
MYDA Advisors LLC30,000$5.10M2.25%
Berry Wealth Group, LP29,930$5.09M4.68%
Rockline Wealth Management, LLC29,874$5.08M2.11%
Trust Point Inc.29,321$4.99M0.41%
Evergreen Private Wealth LLC29,221$4.97M2.68%
Invera Wealth Advisors, LLC27,832$4.73M2.96%
Midland Wealth Advisors LLC26,860$4.57M0.31%
Ables, Iannone, Moore & Associates, Inc.26,189$4.45M3.40%
Signature Wealth Management Group25,728$4.38M2.02%
Morton Community Bank24,822$4.22M1.38%
Tyche Wealth Partners LLC24,769$4.21M1.02%
Premier Path Wealth Partners, LLC24,087$4.08M0.90%
Gilliland Jeter Wealth Management LLC23,954$4.07M1.69%
Patrick M Sweeney & Associates, Inc23,940$4.07M3.72%
Brevan Howard Capital Management LP23,882$4.06M0.41%
Steward Partners Investment Solutions, LLC23,836$4.05M1.69%
Handelsinvest Investeringsforvaltning23,483$3.99M1.63%
Central Valley Advisors, LLC23,011$3.91M2.30%
Maxwell Wealth Strategies Inc.22,850$3.89M2.54%
Mirabaud & Cie SA22,812$3.88M1.29%
Quadcap Wealth Management, LLC22,553$3.84M0.99%
Strategic Planning Group, LLC21,121$3.59M1.19%
Canopy Partners, LLC20,570$3.50M2.13%
Capital Investment Counsel, LLC20,151$3.43M1.29%
Advent Capital Management20,000$3.40M0.08%
Cetera Trust Company, N.A19,766$3.36M2.10%
Raelipskie Partnership19,517$3.32M2.02%
Gold Investment Management Ltd.19,343$3.29M1.41%
Campbell & CO Investment Adviser LLC18,970$3.23M0.29%
MeadowBrook Investment Advisors LLC18,955$3.22M3.08%
Alexander Randolph Advisory, Inc.18,929$3.22M2.93%
Winton Group Ltd18,716$3.18M0.23%
Andrew Hill Investment Advisors, Inc.18,571$3.16M3.29%
Processus Wealth & Capital Management, LLC18,565$3.16M3.16%
Wynn Capital, LLC18,564$3.16M2.58%
Cove Private Wealth, LLC18,400$3.13M2.97%
Black Swift Group, LLC18,315$3.12M0.94%
Second Line Capital, LLC18,238$3.10M1.24%

Sold out (103)

Institutions that held JPMorgan Chase & Co at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 103 by value.

Institutions that sold out of JPM in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Cantor Fitzgerald, L. P.390,700$56.7M
IMC-Chicago, LLC282,486$41.0M
Laurion Capital Management LP207,669$30.1M
Mizuho Markets Americas LLC170,060$24.7M
Empyrean Capital Partners, LP128,000$18.6M
Vancity Investment Management Ltd94,167$13.7M
Genus Capital Management Inc.82,515$12.0M
Ally Financial Inc.72,000$10.4M
Waycross Partners, LLC65,703$9.53M
Twin Tree Management, LP61,108$8.86M
Gillson Capital LP54,097$7.84M
Parallax Volatility Advisers, L.P.51,723$7.50M
Tudor Investment Corp Et Al49,457$7.17M
Kiwi Wealth Investments Limited Partnership48,573$7.04M
ExodusPoint Capital Management, LP48,254$7.00M
Quattro Financial Advisors LLC47,700$6.92M
Gladius Capital Management LP44,796$6.50M
Fund Management at Engine No. 1 LLC41,561$6.03M
Hudson Bay Capital Management LP40,000$5.80M
Hyperion Capital Advisors LP38,624$5.60M
MSD Partners, L.P.37,500$5.44M
Unigestion Holding SA37,052$5.37M
Walleye Trading LLC35,186$5.10M
Silphium Asset Management Ltd34,000$4.93M
Gates Foundation TrustSuperinvestorGates Foundation Trust29,600$4.29M
FengHe Fund Management Pte. Ltd.26,800$3.89M
Fullerton Fund Management Co Ltd.26,266$3.81M
Caas Capital Management LP25,645$3.72M
Evoke Wealth, LLC25,269$3.66M
Team Hewins, LLC24,953$3.62M
Alphadyne Asset Management LP22,365$3.24M
HAP Trading, LLC21,177$3.07M
C2C Wealth Management, LLC19,732$2.82M
Eisler Capital (US) LLC18,706$2.71M
Monograph Wealth Advisors, LLC17,040$2.47M
Landscape Capital Management, L.L.C.16,909$2.45M
Rollins Financial16,307$2.36M
Dark Forest Capital Management LP15,934$2.31M
Cohen Lawrence B15,923$2.31M
BigSur Wealth Management LLC15,303$2.22M
Connolly Sarah T.13,415$1.95M
Readystate Asset Management LP12,430$1.80M
Lighthouse Investment Partners, LLC12,162$1.76M
Axq Capital, LP11,400$1.65M
Bessemer Securities LLC11,170$1.62M
NWK Group, Inc.10,791$1.56M
Wolverine Asset Management LLC10,614$1.54M
Taika Capital, LP10,320$1.50M
Credit Capital Investments LLC10,300$1.49M
Equitec Proprietary Markets, LLC9,700$1.41M
Lavaca Capital LLC9,572$1.39M
Greenup Street Wealth Management LLC9,310$1.35M
Savoie Capital LLC9,084$1.32M
Members Capital Advisors Inc8,940$1.30M
PDT Partners, LLC8,050$1.17M
Lumina Fund Management LLC7,500$1.09M
Mizuho Markets Cayman LP7,211$1.05M
Paragon Advisors, LLC6,780$983.0K
Twinbeech Capital LP4,424$641.6K
Phocas Financial Corp.4,041$586.0K
Central Asset Investments & Management Holdings (HK) Ltd3,900$565.6K
Bridge Advisory, LLC3,778$547.9K
Goldstream Capital Management Ltd3,656$530.2K
Syntal Capital Partners, LLC3,625$525.8K
Milestone Investment Advisors LLC3,308$479.7K
Westwood Management Corp3,300$479.0K
Rock Creek Group, LP3,154$457.4K
Trellis Advisors, LLC3,122$452.8K
Sycomore Asset Management3,000$437.0K
Par Capital Management Inc3,000$435.1K
Chiron Capital Management, LLC2,908$421.7K
Deuterium Capital Management, LLC2,736$393.4K
H&H Retirement Design & Management INC2,609$386.1K
Echo Street Capital Management LLC2,614$379.1K
Cable Hill Partners, LLC2,437$353.3K
Shay Capital LLC2,400$348.0K
Hapanowicz & Associates Financial Services, Inc2,259$327.6K
Strategic Financial Concepts, LLC2,193$318.0K
Rooted Wealth Advisors, Inc.2,048$313.0K
CSS LLC2,100$304.5K
Raub Brock Capital Management LP1,922$278.7K
LaSalle St. Investment Advisors, LLC1,903$276.0K
Litman Gregory Asset Management LLC1,834$266.0K
Barings LLC1,790$259.6K
Engineers Gate Manager LP1,758$254.9K
RIA Advisory Group LLC1,724$250.0K
Carroll Investors, Inc1,546$228.1K
Parkside Advisors LLC1,481$214.8K
ShoreHaven Wealth Partners, LLC1,474$213.8K
Ellis Investment Partners, LLC1,465$212.4K
Rezny Wealth Management, Inc.1,410$204.5K
Wealth Advisors of Tampa Bay, LLC1,402$203.3K
Teramo Advisors, LLC1,000$145.0K
RVW Wealth, LLC868$125.9K
SkyView Investment Advisors, LLC548$79.0K
Legacy Financial Group LLC400$58.0K
Briaud Financial Planning, Inc277$40.0K
Capula Management Ltd237$34.4K
West Financial Advisors, LLC70$10.2K
Thomas J. Herzfeld Advisors, Inc.61$8.85K

Not filed for Q4 2023 yet (65)

Institutions that held JPMorgan Chase & Co at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPM in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.1,745,109$253.1M
Virginia Retirement Systems Et Al602,638$87.4M
Colony Group LLC558,977$81.1M
Bryn Mawr Trust Co238,184$34.5M
Pathstone Family Office, LLC236,172$34.5M
PM Capital Ltd208,929$30.3M
Polaris Wealth Advisory Group, LLC201,226$29.2M
Payden & Rygel Investment Group196,680$28.5M
Front Barnett Associates LLC186,351$27.0M
Advisor Partners II, LLC182,619$26.5M
Rothschild Investment Corp165,058$23.9M
Foster Dykema Cabot & Co Inc147,344$21.4M
BTC Capital Management, Inc.101,844$14.8M
Private Asset Management Inc96,494$14.0M
Gyroscope Capital Management Group, LLC71,714$10.4M
Ropes Wealth Advisors LLC67,450$9.78M
Mark Stevens59,632$8.65M
Cyrus J. Lawrence, LLC58,392$8.47M
Key Bridge Compliance, LLC50,440$7.31M
Focus Financial Network, Inc.34,274$4.97M
Tradewinds, LLC.33,289$4.83M
Saber Capital Managment, LLC32,389$4.70M
Bedel Financial Consulting Inc32,088$4.65M
Comerica Securities,inc.31,797$4.61M
Tiedemann Advisors, LLC31,423$4.56M
Goodwin Daniel L27,450$3.98M
Sweeney & Michel, LLC21,530$3.12M
KCS Wealth Advisory20,839$3.02M
Sutton Wealth Advisors Inc.15,408$2.23M
Mastrapasqua Asset Management Inc13,432$1.95M
V Wealth Advisors LLC11,987$1.74M
Odey Asset Management LLP11,475$1.66M
Bassett Hargrove Investment Counsel, LLC9,539$1.38M
Community Financial Services Group, LLC9,334$1.35M
Windsor Group LTD9,060$1.31M
Innovis Asset Management LLC8,837$1.28M
Triad Financial Advisors, Inc.8,526$1.24M
Icon Wealth Partners, LLC7,878$1.14M
Community Capital Management, Inc.7,600$1.10M
Amica Retiree Medical Trust7,073$1.03M
Column Capital Advisors, LLC7,054$1.02M
QP Wealth Management, LLC6,495$941.9K
Steward Financial Group LLC6,466$937.0K
KLK Capital Management LLC5,917$858.1K
Old North State Trust, LLC4,280$621.0K
Karani Asset Management LLC4,000$580.1K
Corundum Trust Company, INC3,933$570.4K
Kenfarb & Co.3,562$516.6K
J2 Capital Management Inc3,440$498.9K
Capital Financial Planning, LLC2,874$416.7K
Wealth Management Solutions, LLC2,778$402.9K
Wealth Advisors, Inc.2,612$378.8K
Coury Firm Asset Management LLC2,517$364.9K
Milestone Advisory Partners2,446$354.7K
PRW Wealth Management LLC2,581$354.7K
Truadvice, LLC2,319$339.6K
Forefront Wealth Management Inc.2,306$334.4K
Madison Wealth Management2,202$319.4K
Cornerstone Retirement Group, Inc.2,092$303.4K
Clientfirst Wealth Management, LLC1,504$216.7K
KB Financial Partners, LLC1,363$198.0K
WFA of San Diego, LLC1,264$183.3K
Antonetti Capital Management LLC629$91.2K
Sturgeon Ventures LLP115$16.7K
Johnson Midwest Financial, LLC98$14.2K