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
- +356 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
- 459
- 1,574 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 3,960 | $673.6K | 0.37% | −97−2.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 3,966 | $674.6K | 0.05% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 3,984 | $677.7K | 0.28% | −27−0.7% | Reduced |
| Kaydan Wealth Management, Inc. | 3,985 | $677.8K | 0.28% | −21−0.5% | Reduced |
| Bruce G. Allen Investments, LLC | 3,985 | $677.8K | 0.62% | +3,985 | New |
| Kohmann Bosshard Financial Services, LLC | 3,987 | $678.1K | 0.10% | +319+8.7% | Added |
| Harbor Group, Inc. | 3,998 | $680.1K | 0.19% | +344+9.4% | Added |
| Holistic Planning, LLC | 4,029 | $685.3K | 0.58% | +4,029 | New |
| Portland Global Advisors LLC | 4,047 | $688.4K | 0.10% | +245+6.4% | Added |
| Robinson Smith Wealth Advisors LLC | 4,057 | $690.1K | 0.68% | +4,057 | New |
| Cassia Capital Partners, LLC | 4,069 | $692.1K | 0.57% | +183+4.7% | Added |
| Plato Investment Management Ltd | 4,070 | $692.3K | 0.85% | +4,070 | New |
| Investmark Advisory Group LLC | 4,074 | $693.0K | 0.41% | −157−3.7% | Reduced |
| ASB Consultores, LLC | 4,076 | $693.3K | 0.23% | −4,068−50.0% | Reduced |
| Humankind Investments LLC | 4,079 | $693.8K | 0.21% | −132−3.1% | Reduced |
| Sage Private Wealth Group, LLC | 4,080 | $694.1K | 0.62% | +87+2.2% | Added |
| Warther Private Wealth, LLC | 4,087 | $695.1K | 0.39% | −8,994−68.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 4,097 | $696.9K | 0.53% | −135−3.2% | Reduced |
| Cranbrook Wealth Management, LLC | 4,110 | $699.1K | 0.19% | +95+2.4% | Added |
| GPS Wealth Strategies Group, LLC | 4,111 | $699.3K | 0.13% | −559−12.0% | Reduced |
| Castleview Partners, LLC | 4,120 | $700.8K | 0.49% | +1,895+85.2% | Added |
| Twin Focus Capital Partners, LLC | 4,122 | $701.2K | 0.14% | 00.0% | Unchanged |
| LWMG, LLC | 4,124 | $701.5K | 0.17% | +168+4.2% | Added |
| Dimension Capital Management LLC | 4,126 | $701.8K | 0.15% | +182+4.6% | Added |
| Security National Bank of So Dak | 4,161 | $707.8K | 0.47% | −805−16.2% | Reduced |
| Wimmer Associates 1, LLC | 4,165 | $708.5K | 0.40% | −55−1.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 4,164 | $708.7K | 0.35% | +1,995+92.0% | Added |
| Fiera Capital Corp | 4,175 | $710.2K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 4,177 | $710.5K | 0.14% | −7,378−63.9% | Reduced |
| Centric Wealth Management | 4,075 | $711.0K | 0.23% | +130+3.3% | Added |
| Sterling Group Wealth Management, LLC | 4,187 | $712.2K | 0.55% | +20.0% | Added |
| S. R. Schill & Associates | 4,188 | $712.3K | 0.32% | +10+0.2% | Added |
| Heritage Investment Group, Inc. | 4,191 | $713.0K | 0.16% | +200+5.0% | Added |
| Walden Wealth Partners LLC | 4,193 | $713.2K | 0.45% | +4,193 | New |
| Affinity Capital Advisors, LLC | 4,200 | $714.4K | 0.17% | −300−6.7% | Reduced |
| Callan Family Office, LLC | 4,203 | $714.9K | 0.18% | +1,448+52.6% | Added |
| Cape Investment Advisory, Inc. | 4,205 | $715.2K | 0.35% | +651+18.3% | Added |
| Gries Financial LLC | 4,208 | $715.7K | 0.16% | −1,910−31.2% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 4,217 | $717.3K | 0.49% | 00.0% | Unchanged |
| Carr Financial Group Corp | 4,221 | $718.0K | 0.27% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 4,231 | $719.7K | 0.59% | +4,231 | New |
| Alan B. Lancz & Associates, Inc. | 4,233 | $720.0K | 0.76% | 00.0% | Unchanged |
| High Pines Wealth Management, LLC | 4,240 | $721.3K | 1.10% | +384+10.0% | Added |
| Nadler Financial Group, Inc. | 4,243 | $721.7K | 0.10% | +37+0.9% | Added |
| Mosley Wealth Management | 4,248 | $722.6K | 0.71% | +4,248 | New |
| New Vernon Investment Management LLC | 4,253 | $723.4K | 0.83% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 4,264 | $725.0K | 0.14% | −1,840−30.1% | Reduced |
| Ssi Investment Management LLC | 4,264 | $725.3K | 0.05% | −15−0.4% | Reduced |
| Jacobsen Capital Management | 4,268 | $726.0K | 0.37% | +509+13.5% | Added |
| Apollon Financial, LLC | 4,274 | $727.0K | 0.29% | +4,274 | New |
| Cottonwood Capital Advisors, LLC | 4,277 | $727.7K | 0.60% | +169+4.1% | Added |
| Keystone Wealth Services, LLC | 4,279 | $727.8K | 0.25% | −78−1.8% | Reduced |
| Nottingham Advisors, Inc. | 4,283 | $728.5K | 0.10% | +582+15.7% | Added |
| Baron Wealth Management LLC | 4,284 | $728.7K | 0.40% | +419+10.8% | Added |
| Zimmermann Investment Management & Planning LLC | 4,291 | $729.9K | 0.30% | +75+1.8% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 4,310 | $733.1K | 0.40% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4,311 | $733.4K | 0.37% | −45−1.0% | Reduced |
| Spartan Fund Management Inc. | 4,312 | $733.5K | 0.90% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,353 | $740.0K | 0.19% | −206−4.5% | Reduced |
| BCJ Capital Management, LLC | 4,355 | $740.8K | 0.06% | +1,139+35.4% | Added |
| First National Corp | 4,356 | $740.9K | 0.18% | +48+1.1% | Added |
| Pine Haven Investment Counsel, Inc | 4,357 | $741.1K | 0.69% | −277−6.0% | Reduced |
| Vigilare Wealth Management | 4,358 | $741.2K | 0.38% | +10+0.2% | Added |
| Watershed Private Wealth LLC | 4,372 | $743.7K | 0.41% | +1,054+31.8% | Added |
| California First Leasing Corp | 4,380 | $745.0K | 0.40% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 4,383 | $745.5K | 0.45% | +217+5.2% | Added |
| Sax Wealth Advisors, LLC | 4,386 | $746.0K | 0.12% | −182−4.0% | Reduced |
| Family Firm, Inc. | 4,387 | $746.2K | 0.19% | +21+0.5% | Added |
| Tanager Wealth Management LLP | 4,388 | $746.4K | 0.14% | −53−1.2% | Reduced |
| Disciplined Investments, LLC | 4,389 | $746.6K | 0.44% | +8+0.2% | Added |
| CMG Global Holdings, LLC | 4,159 | $748.0K | 0.54% | −102−2.4% | Reduced |
| Avalon Trust Co | 4,413 | $750.7K | 0.07% | +103+2.4% | Added |
| Darden Wealth Group Inc | 4,417 | $751.3K | 0.72% | +4,417 | New |
| Hamilton Capital, LLC | 4,419 | $751.7K | 0.06% | −198−4.3% | Reduced |
| Jump Financial, LLC | 4,429 | $753.4K | 0.02% | −2,565−36.7% | Reduced |
| Luts & Greenleigh Group, Inc | 4,435 | $754.4K | 0.95% | −113−2.5% | Reduced |
| Elgethun Capital Management | 4,451 | $757.1K | 0.21% | +92+2.1% | Added |
| Fca Corp | 4,471 | $760.5K | 0.26% | −56−1.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,473 | $760.8K | 0.22% | +168+3.9% | Added |
| Curated Wealth Partners LLC | 4,475 | $761.2K | 0.12% | −10.0% | Reduced |
| Truepoint, Inc. | 4,483 | $762.6K | 0.02% | −10,053−69.2% | Reduced |
| Planning Center, Inc. | 4,498 | $765.1K | 0.18% | +14+0.3% | Added |
| Quantum Financial Advisors, LLC | 4,504 | $766.1K | 0.19% | −1,449−24.3% | Reduced |
| NFP Retirement, Inc. | 4,509 | $766.8K | 0.13% | +195+4.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 4,511 | $767.4K | 0.29% | −4−0.1% | Reduced |
| Madden Securities Corp | 4,520 | $768.8K | 0.41% | −3,000−39.9% | Reduced |
| Forum Private Client Group LLC | 4,520 | $768.9K | 0.40% | +4,520 | New |
| Retirement Income Solutions, Inc | 4,526 | $769.9K | 0.19% | +36+0.8% | Added |
| Wealthstream Advisors, Inc. | 4,529 | $770.4K | 0.32% | +466+11.5% | Added |
| Garde Capital, Inc. | 4,531 | $771.0K | 0.06% | −124−2.7% | Reduced |
| Merrion Investment Management Co, LLC | 4,544 | $772.9K | 0.61% | 00.0% | Unchanged |
| Wendell David Associates Inc | 4,546 | $773.0K | 0.08% | 00.0% | Unchanged |
| KilterHowling LLC | 4,427 | $773.6K | 0.58% | −64−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,563 | $776.2K | 0.04% | +2,267+98.7% | Added |
| Sierra Capital LLC | 4,568 | $777.0K | 0.11% | −88−1.9% | Reduced |
| E Fund Management Co., Ltd. | 4,569 | $777.2K | 0.05% | +33+0.7% | Added |
| Liberty Wealth Management LLC | 4,576 | $778.0K | 0.17% | +315+7.4% | Added |
| Michael B. Yongue | 4,574 | $778.0K | 0.70% | −270−5.6% | Reduced |
| Fiduciary Planning LLC | 4,578 | $778.8K | 0.33% | −4,819−51.3% | Reduced |
| Almanack Investment Partners, LLC. | 4,580 | $779.0K | 0.14% | −16−0.3% | Reduced |