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 |
|---|---|---|---|---|---|
| Barden Capital Management, Inc. | 6,131 | $889.1K | 0.72% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 5,228 | $889.2K | 0.13% | 00.0% | Unchanged |
| Private Client Services, LLC | 5,237 | $890.7K | 0.73% | +5,237 | New |
| Horan Securities, Inc. | 5,238 | $890.9K | 0.45% | +11+0.2% | Added |
| Willner & Heller, LLC | 5,259 | $894.6K | 1.00% | +5,259 | New |
| Tributary Capital Management, LLC | 5,260 | $894.7K | 0.08% | +225+4.5% | Added |
| Cutter & CO Brokerage, Inc. | 5,267 | $895.8K | 0.25% | −187−3.4% | Reduced |
| Eight 31 Financial LLC | 5,270 | $896.3K | 0.55% | +5,270 | New |
| Seamount Financial Group Inc | 5,271 | $896.5K | 0.86% | +5,271 | New |
| Tranquilli Financial Advisor LLC | 5,279 | $898.0K | 0.63% | −271−4.9% | Reduced |
| Narus Financial Partners, LLC | 5,282 | $898.5K | 0.43% | +125+2.4% | Added |
| Northwest Financial Advisors | 5,286 | $899.1K | 0.76% | +5,286 | New |
| Drake & Associates, LLC | 5,293 | $900.3K | 0.37% | −207−3.8% | Reduced |
| KLR Investment Advisors, LLC | 5,300 | $901.5K | 0.65% | −103−1.9% | Reduced |
| Foster Group, Inc. | 6,233 | $903.9K | 0.06% | 00.0% | Unchanged |
| Napatree Capital LLC | 5,318 | $904.6K | 0.91% | +5,318 | New |
| Summit Wealth Partners, LLC | 5,323 | $905.5K | 0.21% | −1,901−26.3% | Reduced |
| Roberts Glore & Co Inc | 5,330 | $906.6K | 0.28% | −30−0.6% | Reduced |
| Oakwell Private Wealth Management, LLC | 5,330 | $906.7K | 0.32% | +837+18.6% | Added |
| Sunburst Financial Group, LLC | 5,331 | $906.7K | 0.28% | +864+19.3% | Added |
| Gateway Wealth Partners, LLC | 5,333 | $907.2K | 0.37% | −3,615−40.4% | Reduced |
| Aviso Wealth Management | 5,344 | $909.1K | 0.66% | +5,344 | New |
| Copperwynd Financial, LLC | 5,370 | $913.4K | 0.36% | +100+1.9% | Added |
| Vivid Wealth Management, LLC | 5,376 | $914.4K | 0.62% | +5,376 | New |
| Meridian Investment Counsel Inc. | 5,382 | $915.5K | 0.31% | −1,621−23.1% | Reduced |
| Arcataur Capital Management LLC | 5,402 | $918.9K | 0.35% | −35−0.6% | Reduced |
| Fairview Capital Investment Management, LLC | 5,409 | $920.1K | 0.05% | +379+7.5% | Added |
| Retirement Planning Group | 5,411 | $920.6K | 0.08% | −42−0.8% | Reduced |
| ROI Financial Advisors, LLC | 5,422 | $922.0K | 0.76% | +5,422 | New |
| Renaissance Group LLC | 5,414 | $922.0K | 0.04% | −1,135−17.3% | Reduced |
| Burt Wealth Advisors | 5,426 | $923.0K | 0.26% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 5,434 | $924.3K | 0.23% | +10.0% | Added |
| Cross Staff Investments Inc | 5,437 | $924.8K | 0.82% | +10.0% | Added |
| Great Diamond Partners, LLC | 5,444 | $926.0K | 0.23% | +53+1.0% | Added |
| Helen Stephens Group, LLC | 5,445 | $926.1K | 0.41% | +3,608+196.4% | Added |
| Grant Street Asset Management, Inc. | 5,446 | $926.4K | 0.33% | −68−1.2% | Reduced |
| Bellevue Asset Management, LLC | 5,448 | $926.8K | 0.82% | −52−0.9% | Reduced |
| Clearview Wealth Advisors LLC | 5,449 | $926.8K | 1.08% | −6−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 5,460 | $928.7K | 0.00% | −378−6.5% | Reduced |
| Sandbox Financial Partners, LLC | 5,468 | $930.1K | 0.44% | +30+0.6% | Added |
| LWM Advisory Services, LLC | 5,470 | $930.4K | 0.82% | −973−15.1% | Reduced |
| Wayfinding Financial, LLC | 5,483 | $932.0K | 0.63% | +259+5.0% | Added |
| Firestone Capital Management | 5,481 | $932.3K | 0.29% | −123−2.2% | Reduced |
| Crew Capital Management, Ltd. | 5,483 | $932.7K | 0.95% | −17−0.3% | Reduced |
| Avaii Wealth Management, LLC | 5,490 | $933.9K | 0.61% | −183−3.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 5,493 | $934.0K | 0.03% | +483+9.6% | Added |
| Fiducient Advisors LLC | 5,510 | $937.3K | 0.18% | +37+0.7% | Added |
| Eagle Strategies LLC | 5,510 | $937.3K | 0.20% | −12−0.2% | Reduced |
| First National Bank | 5,517 | $938.4K | 0.74% | −22−0.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,532 | $941.0K | 0.36% | +1,249+29.2% | Added |
| Allie Family Office LLC | 5,541 | $942.5K | 0.65% | 00.0% | Unchanged |
| Private Wealth Advisors | 5,546 | $943.5K | 0.41% | −439−7.3% | Reduced |
| ERn Financial, LLC | 5,636 | $943.6K | 0.18% | −2,574−31.4% | Reduced |
| Whitcomb & Hess, Inc. | 5,556 | $945.0K | 0.32% | −97−1.7% | Reduced |
| Aspen Grove Capital, LLC | 5,622 | $947.5K | 0.29% | +171+3.1% | Added |
| Hurlow Wealth Management Group, Inc. | 5,575 | $948.3K | 0.36% | +98+1.8% | Added |
| Moller Financial Services | 5,576 | $948.5K | 0.27% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 5,578 | $948.8K | 0.25% | +18+0.3% | Added |
| Cardiff Park Advisors, LLC | 5,587 | $950.4K | 0.11% | +4+0.1% | Added |
| JFS Wealth Advisors, LLC | 5,599 | $952.3K | 0.08% | −972−14.8% | Reduced |
| Patriot Investment Management Inc. | 5,601 | $952.7K | 0.08% | −5,715−50.5% | Reduced |
| Benedetti & Gucer, Inc. | 5,609 | $954.1K | 0.50% | −2,805−33.3% | Reduced |
| Skba Capital Management LLC | 5,612 | $954.6K | 0.16% | −120−2.1% | Reduced |
| Hara Capital LLC | 5,612 | $954.6K | 0.67% | +5,612 | New |
| WealthTrust Axiom LLC | 5,616 | $955.3K | 0.32% | +418+8.0% | Added |
| Great Point Wealth Advisors, LLC | 5,642 | $959.6K | 0.25% | 00.0% | Unchanged |
| Menard Financial Group LLC | 5,643 | $959.9K | 1.19% | +67+1.2% | Added |
| Oliver Luxxe Assets LLC | 5,648 | $960.7K | 0.23% | −23−0.4% | Reduced |
| Probity Advisors, Inc. | 5,654 | $961.8K | 0.21% | −1,022−15.3% | Reduced |
| McDaniel Terry & Co | 5,658 | $962.0K | 0.09% | −264−4.5% | Reduced |
| Sterneck Capital Management, LLC | 5,660 | $962.8K | 0.61% | −302−5.1% | Reduced |
| Delta Investment Management, LLC | 5,662 | $963.0K | 0.24% | −20−0.4% | Reduced |
| Morris Retirement Advisors, LLC | 5,666 | $963.7K | 0.64% | +1,659+41.4% | Added |
| Private Capital Management LLC | 5,667 | $964.0K | 0.23% | +547+10.7% | Added |
| Traveka Wealth, LLC | 5,673 | $965.0K | 0.49% | +5,673 | New |
| Black Diamond Financial, LLC | 5,678 | $965.9K | 0.26% | +163+3.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,700 | $969.6K | 0.81% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 5,701 | $969.7K | 0.56% | −1,761−23.6% | Reduced |
| Aletheian Wealth Advisors LLC | 5,701 | $969.7K | 0.64% | −266−4.5% | Reduced |
| F/M Investments LLC | 5,701 | $969.7K | 0.55% | +3+0.1% | Added |
| Legal Advantage Investments, Inc. | 5,703 | $970.1K | 0.58% | −115−2.0% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 5,715 | $972.1K | 0.79% | −25−0.4% | Reduced |
| Providence First Trust Co | 5,737 | $975.9K | 0.48% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 5,743 | $976.9K | 0.31% | −384−6.3% | Reduced |
| Werba Rubin Papier Wealth Management | 5,756 | $979.1K | 0.33% | +138+2.5% | Added |
| InTrack Investment Management Inc | 5,758 | $979.4K | 0.74% | −358−5.9% | Reduced |
| Galibier Capital Management Ltd. | 5,760 | $979.8K | 0.25% | −650−10.1% | Reduced |
| Fortitude Family Office, LLC | 5,763 | $980.3K | 0.73% | +5,763 | New |
| Opal Wealth Advisors, LLC | 5,765 | $980.6K | 0.39% | −22−0.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,780 | $983.2K | 0.48% | −46−0.8% | Reduced |
| Oldfather Financial Services, LLC | 5,780 | $983.2K | 0.44% | −32−0.6% | Reduced |
| Powers Advisory Group, LLC | 5,805 | $987.4K | 0.61% | −22−0.4% | Reduced |
| Core Wealth Partners LLC | 5,807 | $987.8K | 0.81% | +115+2.0% | Added |
| Sendero Wealth Management, LLC | 5,811 | $988.5K | 0.19% | +62+1.1% | Added |
| Silicon Valley Capital Partners | 5,818 | $989.7K | 0.17% | +409+7.6% | Added |
| Lodestar Private Asset Management LLC | 5,840 | $993.5K | 0.15% | −81−1.4% | Reduced |
| Westside Investment Management, Inc. | 5,846 | $994.4K | 0.25% | +317+5.7% | Added |
| St. Clair Advisors, LLC | 5,855 | $995.9K | 0.34% | 00.0% | Unchanged |
| Five Oceans Advisors | 5,866 | $997.8K | 0.56% | −1,307−18.2% | Reduced |
| Element Wealth, LLC | 5,888 | $1.00M | 0.63% | +213+3.8% | Added |