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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; 5,157 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, Q4 2023

Institutional positions in JPMorgan Chase & Co as of Dec 31, 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
4,001
+355 vs. Q3 2023
Shares held
2.07B
+27.1M (+1.3%) vs. Q3 2023
Total value
$351.8B
+$55.6B (+18.8%) vs. Q3 2023
New holders
458
1,575 more added
Sold out
103
1,643 more reduced

65 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 4,001 institutions
Q1 2021: 3,218 institutionsQ2 2021: 3,246 institutionsQ3 2021: 3,239 institutionsQ4 2021: 3,594 institutionsQ1 2022: 3,519 institutionsQ2 2022: 3,428 institutionsQ3 2022: 3,396 institutionsQ4 2022: 3,629 institutionsQ1 2023: 3,612 institutionsQ2 2023: 3,672 institutionsQ3 2023: 3,711 institutionsQ4 2023: 4,001 institutionsQ1 2024: 4,120 institutionsQ2 2024: 4,181 institutionsQ3 2024: 4,215 institutionsQ4 2024: 4,679 institutionsQ1 2025: 4,679 institutionsQ2 2025: 4,752 institutionsQ3 2025: 4,765 institutionsQ4 2025: 5,154 institutionsQ1 2026: 5,102 institutionsQ2 2026: 5,157 institutions
Value heldQ4 2023: $351.8B
Q1 2021: $330.3BQ2 2021: $329.3BQ3 2021: $342.0BQ4 2021: $330.1BQ1 2022: $278.9BQ2 2022: $229.3BQ3 2022: $212.9BQ4 2022: $278.3BQ1 2023: $266.3BQ2 2023: $297.6BQ3 2023: $297.0BQ4 2023: $351.8BQ1 2024: $414.5BQ2 2024: $416.2BQ3 2024: $429.4BQ4 2024: $490.0BQ1 2025: $494.6BQ2 2025: $582.4BQ3 2025: $618.0BQ4 2025: $639.5BQ1 2026: $572.0BQ2 2026: $643.7B
Institutions holding JPM and their total value by quarter
QuarterHoldersValue
Q2 20265,157$643.7B
Q1 20265,102$572.0B
Q4 20255,154$639.5B
Q3 20254,765$618.0B
Q2 20254,752$582.4B
Q1 20254,679$494.6B
Q4 20244,679$490.0B
Q3 20244,215$429.4B
Q2 20244,181$416.2B
Q1 20244,120$414.5B
Q4 20234,001$351.8B
Q3 20233,711$297.0B
Q2 20233,672$297.6B
Q1 20233,612$266.3B
Q4 20223,629$278.3B
Q3 20223,396$212.9B
Q2 20223,428$229.3B
Q1 20223,519$278.9B
Q4 20213,594$330.1B
Q3 20213,239$342.0B
Q2 20213,246$329.3B
Q1 20213,218$330.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2023.

Institutions holding JPM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ibex Wealth Advisors3$4500.10%−1,480−99.8%Reduced
Insight Financial Services10$1.85K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.20$3.40K0.00%00.0%Unchanged
Caitlin John, LLC22$3.81K0.00%+22New
JDM Financial Group LLC29$4.93K0.00%−31−51.7%Reduced
Team Financial Group, LLC29$4.93K0.00%00.0%Unchanged
PayPay Securities Corp41$7.06K0.35%−49−54.4%Reduced
Retirement Group, LLC48$8.16K0.00%+15+45.5%Added
Your Advocates Ltd., LLP50$8.51K0.00%00.0%Unchanged
Sofos Investments, Inc.48$8.53K0.00%−492−91.1%Reduced
WestEnd Advisors, LLC56$9.55K0.00%−17−23.3%Reduced
HighMark Wealth Management LLC61$10.3K0.01%+1+1.7%Added
PFG Private Wealth Management, LLC68$11.6K0.01%−194−74.0%Reduced
Goodman Advisory Group, LLC93$15.8K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC99$16.8K0.01%00.0%Unchanged
Mizuho Securities Co. Ltd.110$18.7K0.07%+30+37.5%Added
Clarity Asset Management, Inc.122$20.8K0.02%+122New
New England Capital Financial Advisors LLC130$22.1K0.01%+1+0.8%Added
Quarry LP130$22.1K0.01%+57+78.1%Added
ClariVest Asset Management LLC131$22.3K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC132$22.5K0.02%+1+0.8%Added
Clear Investment Research, LLC139$23.7K0.03%−2−1.4%Reduced
Lowe Wealth Advisors, LLC150$25.5K0.01%00.0%Unchanged
EntryPoint Capital, LLC152$25.9K0.02%+152New
Stone House Investment Management, LLC156$26.5K0.01%+89+132.8%Added
Headlands Technologies LLC173$29.4K0.01%−11,761−98.6%Reduced
Robinswood Financial LLC174$29.6K0.01%00.0%Unchanged
Lummis Asset Management, LP182$31.0K0.02%+182New
Bare Financial Services, Inc203$34.5K0.07%+203New
Mowery & Schoenfeld Wealth Management, LLC205$34.9K0.07%+205New
Ulland Investment Advisors, LLC209$36.0K0.04%−55−20.8%Reduced
Partnership Wealth Management, LLC207$36.1K0.03%+207New
Delos Wealth Advisors, LLC213$36.2K0.05%00.0%Unchanged
Grayhawk Investment Strategies Inc.222$37.8K0.02%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC234$39.8K0.04%+234New
Stuart Chaussee & Associates, Inc.235$40.0K0.01%+235New
VitalStone Financial, LLC253$43.0K0.03%00.0%Unchanged
Tanglewood Legacy Advisors, LLC260$44.2K0.02%−1,355−83.9%Reduced
Rakuten Securities, Inc.261$44.4K0.04%+261New
Creative Capital Management Investments LLC267$45.4K0.03%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.348$46.6K0.01%−435−55.6%Reduced
Horizons Wealth Management278$47.3K0.03%00.0%Unchanged
Tower View Investment Management & Research LLC281$48.0K0.03%+2+0.7%Added
Morton Brown Family Wealth, LLC289$49.2K0.02%+277+2,308.3%Added
Bromfield Sneider Wealth Advisors290$49.3K0.03%00.0%Unchanged
DiNuzzo Private Wealth, Inc.290$49.3K0.01%+290New
Pacific Capital Wealth Advisors, Inc293$49.8K0.01%+293New
Bear Mountain Capital, Inc.302$50.7K0.02%+302New
Transcendent Capital Group LLC312$53.1K0.04%+312New
Tanaka Capital Management Inc331$56.0K0.14%00.0%Unchanged
Tidemark, LLC329$56.0K0.04%+329New
Red Tortoise LLC342$58.2K0.03%00.0%Unchanged
Cedar Mountain Advisors, LLC347$59.0K0.02%+1+0.3%Added
FSC Wealth Advisors, LLC358$60.9K0.04%−29−7.5%Reduced
True Wealth Design, LLC387$65.8K0.02%+33+9.3%Added
Kapitalo Investimentos Ltda391$66.5K0.01%+30+8.3%Added
Marquette Asset Management, LLC400$68.0K0.01%00.0%Unchanged
Hoese & Co LLP445$69.5K0.07%00.0%Unchanged
Iron Horse Wealth Management, LLC415$70.6K0.03%−50−10.8%Reduced
Valued Wealth Advisors LLC489$71.0K0.07%+489New
Robbins Farley LLC421$71.6K0.04%00.0%Unchanged
Bay Harbor Wealth Management, LLC430$73.1K0.03%+377+711.3%Added
Livelsberger Financial Advisory434$73.8K0.07%+434New
Activest Wealth Management436$74.1K0.04%+400+1,111.1%Added
Davis Capital Management438$74.6K0.07%+438New
Nordwand Advisors, LLC439$74.7K0.02%00.0%Unchanged
Miller Wealth Advisors, LLC445$75.7K0.05%−15−3.3%Reduced
Cordant, Inc.449$76.4K0.05%+449New
Signature Resources Capital Management, LLC486$82.7K0.08%+486New
Copeland Capital Management, LLC500$85.0K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC502$85.3K0.03%−866−63.3%Reduced
Global Wealth Strategies & Associates515$87.6K0.04%00.0%Unchanged
Main Street Group, LTD538$91.5K0.03%+538New
Horrell Capital Management, Inc.548$93.0K0.03%00.0%Unchanged
Riggs Asset Managment Co. Inc.552$93.9K0.03%−80−12.7%Reduced
Valley Forge Investment Consultants Inc Adv563$95.8K0.04%00.0%Unchanged
Acima Private Wealth, LLC569$96.8K0.04%00.0%Unchanged
Broadwater Capital Management LLC581$98.8K0.08%+581New
WealthCollab, LLC589$100.2K0.08%+589New
DecisionPoint Financial, LLC610$103.8K0.04%−12−1.9%Reduced
Dunhill Financial, LLC622$105.8K0.10%−431−40.9%Reduced
Glass Jacobson Investment Advisors llc622$105.8K0.04%−2,872−82.2%Reduced
Leonteq Securities AG623$106.0K0.01%−32,698−98.1%Reduced
Cooksen Wealth, LLC643$109.4K0.12%+643New
Evolution Advisers, Inc.651$112.0K0.07%+400+159.4%Added
Maryland Capital Advisors Inc.678$115.3K0.08%00.0%Unchanged
Disciplina Capital Management LLC679$115.6K0.02%+5+0.7%Added
Exchange Traded Concepts, LLC686$116.7K0.00%−51,204−98.7%Reduced
Clear Street Markets LLC700$119.0K0.05%−800−53.3%Reduced
Long Island Wealth Management, Inc.707$120.0K0.09%+707New
Guardian Wealth Management, Inc.721$122.6K0.10%+6+0.8%Added
Capstone Investment Advisors, LLC722$122.8K0.00%−88,014−99.2%Reduced
Moisand Fitzgerald Tamayo, LLC747$127.1K0.02%−26−3.4%Reduced
Financial Avengers, Inc.753$128.0K0.08%+5+0.7%Added
MidAtlantic Capital Management, Inc.776$132.0K0.13%+776New
TD Capital Management LLC777$132.1K0.02%−406−34.3%Reduced
Sander Capital Advisors Inc780$133.0K0.07%−150−16.1%Reduced
Advantage Trust Co790$134.4K0.11%+790New
WFA Asset Management Corp804$136.8K0.07%+6+0.8%Added
FWL Investment Management, LLC819$139.3K0.08%−86−9.5%Reduced