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
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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Eubel Brady & Suttman Asset Management Inc | 5,892 | $1.00M | 0.13% | −61−1.0% | Reduced |
| FirstPurpose Wealth LLC | 5,895 | $1.00M | 0.38% | +19+0.3% | Added |
| Howard Financial Services, Ltd. | 5,895 | $1.00M | 0.19% | +70+1.2% | Added |
| Buttonwood Financial Advisors Inc. | 5,896 | $1.00M | 0.55% | −98−1.6% | Reduced |
| TFC Financial Management | 5,897 | $1.00M | 0.20% | −521−8.1% | Reduced |
| 5th Street Advisors, LLC | 5,918 | $1.01M | 0.62% | +174+3.0% | Added |
| Silvia McColl Wealth Management, LLC | 5,920 | $1.01M | 0.91% | −140−2.3% | Reduced |
| Berger Financial Group, Inc | 5,922 | $1.01M | 0.10% | −256−4.1% | Reduced |
| Silver Oak Securities, Inc | 5,937 | $1.01M | 0.14% | +1,066+21.9% | Added |
| Kingfisher Capital LLC | 5,936 | $1.01M | 0.26% | +36+0.6% | Added |
| Strong Tower Advisory Services | 5,947 | $1.01M | 0.45% | +226+4.0% | Added |
| WealthTrust Asset Management, LLC | 5,950 | $1.01M | 0.85% | +4,436+293.0% | Added |
| Alpha Family Trust | 5,950 | $1.01M | 0.68% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 5,952 | $1.01M | 0.48% | −607−9.3% | Reduced |
| Verum Partners LLC | 5,952 | $1.01M | 0.40% | +335+6.0% | Added |
| One Wealth Advisors, LLC | 5,954 | $1.01M | 0.19% | +379+6.8% | Added |
| Crumly & Associates Inc. | 5,954 | $1.01M | 0.29% | +326+5.8% | Added |
| Clifford Group, LLC | 5,956 | $1.01M | 0.94% | +31+0.5% | Added |
| Carolinas Wealth Consulting LLC | 5,957 | $1.01M | 0.22% | +101+1.7% | Added |
| BNC Wealth Management, LLC | 5,960 | $1.01M | 0.48% | −20.0% | Reduced |
| Greylin Investment Mangement Inc | 5,975 | $1.02M | 0.18% | −275−4.4% | Reduced |
| Bay Rivers Group | 6,000 | $1.02M | 0.64% | +931+18.4% | Added |
| Summit Asset Management, LLC | 6,011 | $1.02M | 0.24% | −145−2.4% | Reduced |
| Aurora Private Wealth, Inc. | 6,017 | $1.02M | 0.96% | +22+0.4% | Added |
| McNaughton Wealth Management, LLC | 6,017 | $1.02M | 0.61% | +795+15.2% | Added |
| Hall Laurie J Trustee | 6,015 | $1.02M | 0.39% | +635+11.8% | Added |
| West Bancorporation Inc | 6,041 | $1.03M | 0.66% | +329+5.8% | Added |
| Cravens & Co Advisors, LLC | 6,049 | $1.03M | 0.89% | −8−0.1% | Reduced |
| Systematic Financial Management LP | 6,075 | $1.03M | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 6,076 | $1.03M | 0.39% | −107−1.7% | Reduced |
| Viawealth, LLC | 6,089 | $1.04M | 0.71% | −586−8.8% | Reduced |
| Mason & Associates Inc | 6,090 | $1.04M | 0.30% | −210−3.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 6,096 | $1.04M | 0.73% | +68+1.1% | Added |
| Mosaic Family Wealth Partners, LLC | 6,108 | $1.04M | 0.18% | +519+9.3% | Added |
| Gordian Capital Singapore Pte Ltd | 6,122 | $1.04M | 0.94% | 00.0% | Unchanged |
| True North Advisors, LLC | 6,141 | $1.04M | 0.27% | −7,508−55.0% | Reduced |
| Sentry LLC | 6,142 | $1.04M | 0.22% | −195−3.1% | Reduced |
| ICA Group Wealth Management, LLC | 6,150 | $1.05M | 0.23% | +260+4.4% | Added |
| Davis Investment Partners, LLC | 6,106 | $1.05M | 0.51% | 00.0% | Unchanged |
| LifePro Asset Management | 6,160 | $1.05M | 0.81% | +4,643+306.1% | Added |
| Millennium Capital Advisors, LLC | 6,186 | $1.05M | 0.80% | +6+0.1% | Added |
| Credential Qtrade Securities Inc. | 6,187 | $1.05M | 0.06% | −716−10.4% | Reduced |
| Shakespeare Wealth Management, Inc. | 6,210 | $1.06M | 0.33% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 6,215 | $1.06M | 0.42% | +215+3.6% | Added |
| Legacy Capital Wealth Partners, LLC | 6,219 | $1.06M | 0.30% | +340+5.8% | Added |
| CWS Financial Advisors, LLC | 6,220 | $1.06M | 0.40% | −364−5.5% | Reduced |
| PCA Investment Advisory Services Inc. | 6,222 | $1.06M | 0.70% | +14+0.2% | Added |
| Gould Asset Management LLC | 6,226 | $1.06M | 0.27% | −360−5.5% | Reduced |
| Accuvest Global Advisors | 6,226 | $1.06M | 1.13% | −4,279−40.7% | Reduced |
| Solstein Capital, LLC | 6,242 | $1.06M | 0.79% | +10+0.2% | Added |
| TKG Advisors, LLC | 6,249 | $1.06M | 0.63% | −6,956−52.7% | Reduced |
| Orrstown Financial Services Inc | 6,252 | $1.06M | 0.85% | +6,252 | New |
| McIlrath & Eck, LLC | 6,255 | $1.06M | 0.19% | +55+0.9% | Added |
| Cascade Investment Group, Inc. | 6,259 | $1.06M | 0.86% | +318+5.4% | Added |
| GFG Capital, LLC | 6,265 | $1.07M | 0.29% | −33−0.5% | Reduced |
| Port Capital LLC | 6,264 | $1.07M | 0.06% | −541−8.0% | Reduced |
| V-Square Quantitative Management LLC | 6,268 | $1.07M | 0.25% | +4,837+338.0% | Added |
| Renasant Bank | 6,286 | $1.07M | 0.85% | −2,836−31.1% | Reduced |
| Accent Capital Management, LLC | 6,289 | $1.07M | 0.84% | +6,289 | New |
| Unique Wealth Strategies, LLC | 6,289 | $1.07M | 0.71% | +6,289 | New |
| Clarity Financial LLC | 6,299 | $1.07M | 0.19% | +272+4.5% | Added |
| Portland Investment Counsel Inc. | 6,302 | $1.07M | 0.38% | −378−5.7% | Reduced |
| Maven Securities LTD | 6,309 | $1.07M | 0.12% | −6,276−49.9% | Reduced |
| Callan Capital, LLC | 6,326 | $1.08M | 0.10% | −2,403−27.5% | Reduced |
| Profit Investment Management, LLC | 6,327 | $1.08M | 0.62% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6,331 | $1.08M | 0.68% | −985−13.5% | Reduced |
| First Heartland Consultants, Inc. | 6,330 | $1.08M | 0.13% | +264+4.4% | Added |
| Greatmark Investment Partners, Inc. | 6,345 | $1.08M | 0.17% | +98+1.6% | Added |
| Creative Financial Designs Inc | 6,348 | $1.08M | 0.11% | −238−3.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,356 | $1.08M | 0.04% | −625−9.0% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,360 | $1.08M | 0.29% | +86+1.4% | Added |
| Angeles Investment Advisors, LLC | 6,394 | $1.09M | 0.07% | +269+4.4% | Added |
| Bayesian Capital Management, LP | 6,400 | $1.09M | 0.12% | +6,400 | New |
| Barrett & Company, Inc. | 6,401 | $1.09M | 0.59% | −55−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,406 | $1.09M | 0.78% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 6,408 | $1.09M | 0.34% | +503+8.5% | Added |
| ARK & TLK Investments, LLC | 6,419 | $1.09M | 0.44% | +6,419 | New |
| Financial Council Asset Management Inc | 6,439 | $1.10M | 0.73% | +603+10.3% | Added |
| BayBridge Capital Group, LLC | 6,486 | $1.10M | 1.02% | +6,486 | New |
| McLean Asset Management Corp | 6,365 | $1.10M | 0.41% | +54+0.9% | Added |
| Gray Wealth Management Inc. | 6,450 | $1.10M | 0.53% | −516−7.4% | Reduced |
| Riverbridge Partners LLC | 6,457 | $1.10M | 0.01% | +81+1.3% | Added |
| New Jersey Better Educational Savings Trust | 6,461 | $1.10M | 2.32% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 6,469 | $1.10M | 0.17% | +6,469 | New |
| HHM Wealth Advisors, LLC | 6,482 | $1.10M | 0.19% | +223+3.6% | Added |
| Viewpoint Capital Management LLC | 6,492 | $1.10M | 0.77% | +527+8.8% | Added |
| Cookson Peirce & Co Inc | 6,498 | $1.10M | 0.07% | −598−8.4% | Reduced |
| Swisher Financial Concepts, Inc. | 6,613 | $1.10M | 1.06% | +6,613 | New |
| Maltese Capital Management LLC | 6,500 | $1.11M | 0.31% | −3,500−35.0% | Reduced |
| Waypoint Capital Advisors, LLC | 6,503 | $1.11M | 0.32% | +30.0% | Added |
| Lantz Financial LLC | 6,511 | $1.11M | 0.40% | +236+3.8% | Added |
| CORDA Investment Management, LLC. | 6,523 | $1.11M | 0.09% | +6,523 | New |
| Sterling Wealth Management, Inc. | 6,528 | $1.11M | 0.62% | +6,528 | New |
| Lion Street Advisors, LLC | 6,529 | $1.11M | 0.45% | −5,529−45.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,533 | $1.11M | 0.12% | +10.0% | Added |
| Hyperion Partners, LLC | 6,535 | $1.11M | 0.88% | −1,381−17.4% | Reduced |
| National Philanthropic Trust | 6,537 | $1.11M | 0.03% | +6,537 | New |
| Global Financial Private Client, LLC | 6,539 | $1.11M | 0.52% | +112+1.7% | Added |
| Cubic Asset Management, LLC | 6,539 | $1.11M | 0.29% | +295+4.7% | Added |
| Investors Research Corp | 6,549 | $1.11M | 0.27% | −1,345−17.0% | Reduced |