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 |
|---|---|---|---|---|---|
| Mainsail Financial Group, LLC | 4,667 | $779.8K | 0.60% | +440+10.4% | Added |
| Moss Adams Wealth Advisors LLC | 4,590 | $780.8K | 0.16% | +134+3.0% | Added |
| Great Oak Capital Partners, LLC | 4,593 | $781.3K | 0.42% | +4,593 | New |
| Matisse Capital | 4,601 | $782.6K | 0.42% | +20+0.4% | Added |
| Day & Ennis, LLC | 4,605 | $783.3K | 0.28% | +34+0.7% | Added |
| Insight Advisors, LLC | 4,611 | $784.3K | 0.17% | −228−4.7% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,619 | $786.0K | 0.31% | −30−0.6% | Reduced |
| Sweet Financial Partners, LLC | 4,629 | $787.4K | 0.19% | −65−1.4% | Reduced |
| Meridian Management Co | 4,503 | $788.1K | 0.22% | +18+0.4% | Added |
| Perritt Capital Management Inc | 4,636 | $788.6K | 0.44% | −532−10.3% | Reduced |
| Davidson Investment Advisors | 4,642 | $789.6K | 0.05% | −1,660−26.3% | Reduced |
| Latitude Advisors, LLC | 4,644 | $790.0K | 0.55% | −102−2.1% | Reduced |
| Southland Equity Partners LLC | 4,648 | $790.6K | 0.25% | +43+0.9% | Added |
| Brown Capital Management LLC | 4,658 | $792.3K | 0.01% | −1,079−18.8% | Reduced |
| Southeast Asset Advisors Inc. | 4,674 | $795.1K | 0.11% | −275−5.6% | Reduced |
| Harvest Investment Services, LLC | 4,685 | $796.9K | 0.37% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 4,688 | $797.4K | 0.13% | +4,688 | New |
| Private Wealth Strategies, L.L.C. | 4,701 | $799.7K | 0.18% | +76+1.6% | Added |
| AXS Investments LLC | 4,710 | $801.2K | 0.19% | −460−8.9% | Reduced |
| Red Wave Investments LLC | 4,711 | $801.4K | 0.32% | −8−0.2% | Reduced |
| Financial Partners Group, Inc | 4,721 | $803.1K | 0.14% | +35+0.7% | Added |
| Engrave Wealth Partners LLC | 4,722 | $803.2K | 0.23% | +111+2.4% | Added |
| Future Financial Wealth Managment LLC | 4,728 | $804.2K | 0.80% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 4,729 | $804.4K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4,731 | $804.7K | 0.57% | +4,731 | New |
| MinichMacGregor Wealth Management, LLC | 4,736 | $805.6K | 0.23% | −25−0.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,739 | $806.0K | 0.18% | +306+6.9% | Added |
| D'Orazio & Associates, Inc. | 4,740 | $806.2K | 0.14% | +527+12.5% | Added |
| Granite Harbor Advisors, Inc. | 4,744 | $806.9K | 0.61% | +392+9.0% | Added |
| Sovereign Financial Group, Inc. | 4,750 | $808.0K | 0.25% | +488+11.5% | Added |
| Prelude Capital Management, LLC | 4,761 | $809.8K | 0.07% | −5,380−53.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 4,769 | $811.2K | 0.38% | −932−16.3% | Reduced |
| Weinberger Asset Management, Inc | 4,776 | $812.4K | 0.42% | +76+1.6% | Added |
| Kennedy Investment Group | 4,782 | $813.5K | 0.45% | −403−7.8% | Reduced |
| Centurion Wealth Management LLC | 4,790 | $814.9K | 0.35% | +42+0.9% | Added |
| Virtu Financial LLC | 4,805 | $817.0K | 0.06% | +4,805 | New |
| Jacobs Levy Equity Management, Inc | 4,805 | $817.3K | 0.00% | +248+5.4% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 4,807 | $817.7K | 0.24% | +181+3.9% | Added |
| Evernest Financial Advisors, LLC | 4,817 | $819.3K | 0.42% | +4,817 | New |
| ERTS Wealth Advisors, LLC | 4,823 | $820.4K | 0.18% | +148+3.2% | Added |
| Alliance Wealth Advisors, LLC | 4,827 | $821.1K | 0.54% | −161−3.2% | Reduced |
| Horizon Wealth Management, LLC | 4,855 | $825.9K | 0.23% | +64+1.3% | Added |
| Landaas & Co | 4,839 | $828.0K | 0.31% | −121−2.4% | Reduced |
| Diamant Asset Management, Inc. | 4,871 | $828.6K | 0.61% | +200+4.3% | Added |
| Omnia Family Wealth, LLC | 4,873 | $828.9K | 0.42% | +25+0.5% | Added |
| Smart Portfolios, LLC | 4,719 | $829.6K | 0.97% | +4,719 | New |
| Archetype Wealth Partners | 4,880 | $830.0K | 0.15% | +309+6.8% | Added |
| Hilltop Partners LLC | 4,882 | $830.4K | 0.33% | +1,479+43.5% | Added |
| Voisard Asset Management Group, Inc. | 4,882 | $830.5K | 0.50% | +4,882 | New |
| Benchmark Investment Advisors LLC | 4,882 | $830.5K | 0.77% | +190+4.0% | Added |
| Trust Co of the South | 4,893 | $832.3K | 0.22% | +4,893 | New |
| Summa Corp. | 4,901 | $833.7K | 0.58% | +4,901 | New |
| Capital Management Associates | 4,902 | $833.8K | 1.06% | −91−1.8% | Reduced |
| Doheny Asset Management | 4,905 | $834.0K | 0.82% | −1,000−16.9% | Reduced |
| Derbend Asset Management | 4,913 | $835.8K | 0.48% | +347+7.6% | Added |
| Richardson Financial Services Inc. | 4,914 | $835.9K | 0.73% | +4,914 | New |
| Lee Financial Co | 4,920 | $836.9K | 0.15% | +48+1.0% | Added |
| Full Sail Capital, LLC | 4,938 | $840.0K | 0.06% | +1,552+45.8% | Added |
| Eaton Financial Holdings Company, LLC | 4,943 | $840.7K | 0.20% | −559−10.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 4,946 | $841.3K | 0.34% | +215+4.5% | Added |
| Benson Investment Management Company, Inc. | 4,950 | $842.0K | 0.43% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 4,954 | $842.7K | 0.38% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,958 | $843.4K | 0.50% | −20.0% | Reduced |
| Gerber, LLC | 4,962 | $844.0K | 0.76% | +4,962 | New |
| CJM Wealth Advisers, Ltd. | 4,964 | $844.3K | 0.37% | +14+0.3% | Added |
| Evolution Wealth Advisors, LLC | 4,968 | $845.1K | 0.17% | +68+1.4% | Added |
| Aua Capital Management, LLC | 4,989 | $848.6K | 0.53% | +91+1.9% | Added |
| Alliance Wealth Management Group | 4,991 | $849.0K | 0.26% | +4,991 | New |
| Ramiah Investment Group | 4,998 | $850.2K | 0.80% | −558−10.0% | Reduced |
| JBF Capital, Inc. | 5,000 | $850.5K | 0.17% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 5,001 | $850.5K | 1.21% | −6,448−56.3% | Reduced |
| Sachetta, LLC | 5,011 | $852.4K | 0.40% | +5,011 | New |
| Rosenberg Matthew Hamilton | 5,016 | $853.2K | 0.26% | +112+2.3% | Added |
| Hofer & Associates. Inc | 5,047 | $858.5K | 0.80% | +5+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 5,054 | $860.0K | 0.05% | −960−16.0% | Reduced |
| Integral Investment Advisors, Inc. | 5,064 | $861.3K | 0.55% | −18−0.4% | Reduced |
| Wagner Wealth Management, LLC | 5,084 | $864.8K | 0.29% | −1,777−25.9% | Reduced |
| Kathmere Capital Management, LLC | 5,085 | $864.9K | 0.11% | +381+8.1% | Added |
| Wallace Advisory Group, LLC | 5,975 | $866.5K | 0.68% | −707−10.6% | Reduced |
| Proathlete Wealth Management LLC | 5,096 | $866.9K | 0.51% | +5,096 | New |
| Hedges Asset Management LLC | 5,100 | $867.5K | 0.68% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 5,124 | $871.6K | 0.54% | −1,905−27.1% | Reduced |
| Salomon & Ludwin, LLC | 6,012 | $871.9K | 0.09% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 5,143 | $874.8K | 1.01% | −206−3.9% | Reduced |
| Krane Funds Advisors LLC | 5,146 | $875.3K | 0.04% | −734−12.5% | Reduced |
| Shelton Wealth Management, LLC | 5,148 | $875.7K | 0.62% | +1,830+55.2% | Added |
| BOS Asset Management, LLC | 5,149 | $875.8K | 0.60% | −1,113−17.8% | Reduced |
| Aveo Capital Partners, LLC | 5,151 | $876.2K | 0.11% | +591+13.0% | Added |
| Investment Partners Asset Management, Inc. | 5,159 | $877.5K | 0.87% | +5,159 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5,167 | $878.9K | 0.39% | +500+10.7% | Added |
| Wilkins Investment Counsel Inc | 5,170 | $879.4K | 0.21% | −328−6.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,175 | $880.3K | 0.00% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,175 | $880.3K | 0.75% | 00.0% | Unchanged |
| PFW Advisors LLC | 5,177 | $880.6K | 0.28% | +840+19.4% | Added |
| Oxler Private Wealth LLC | 5,183 | $881.7K | 0.73% | +17+0.3% | Added |
| Measured Wealth Private Client Group, LLC | 5,191 | $883.0K | 0.33% | +2,162+71.4% | Added |
| ABLE Financial Group, LLC | 5,191 | $883.1K | 0.38% | −17−0.3% | Reduced |
| Tectonic Advisors LLC | 5,206 | $885.5K | 0.07% | +334+6.9% | Added |
| Reston Wealth Management LLC | 5,209 | $886.1K | 0.41% | +220+4.4% | Added |
| Dechtman Wealth Management, LLC | 5,217 | $887.0K | 0.23% | −274−5.0% | Reduced |