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 |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 6,550 | $1.11M | 0.30% | +150+2.3% | Added |
| Spinnaker Investment Group, LLC | 6,551 | $1.11M | 0.34% | −556−7.8% | Reduced |
| Fidelity D & D Bancorp Inc | 6,556 | $1.12M | 0.87% | −463−6.6% | Reduced |
| PBMares Wealth Management LLC | 6,562 | $1.12M | 0.33% | +932+16.6% | Added |
| XTX Topco Ltd | 6,581 | $1.12M | 0.25% | −230−3.4% | Reduced |
| Inspire Trust Co, N.A. | 6,585 | $1.12M | 1.16% | +6,585 | New |
| Frank, Rimerman Advisors LLC | 6,585 | $1.12M | 0.23% | 00.0% | Unchanged |
| Quest Partners LLC | 6,596 | $1.12M | 0.24% | +6,596 | New |
| Colton Groome Financial Advisors, LLC | 6,598 | $1.12M | 0.49% | +970+17.2% | Added |
| Caz Investments LP | 6,600 | $1.12M | 2.81% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 6,659 | $1.13M | 0.18% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 6,667 | $1.13M | 0.33% | +679+11.3% | Added |
| Aprio Wealth Management, LLC | 6,685 | $1.14M | 0.25% | +446+7.1% | Added |
| TrueWealth Advisors, LLC | 6,687 | $1.14M | 0.44% | +633+10.5% | Added |
| waypoint wealth counsel | 6,695 | $1.14M | 0.97% | −36−0.5% | Reduced |
| New Century Financial Group, LLC | 6,699 | $1.14M | 0.98% | +6,699 | New |
| Denali Advisors LLC | 6,700 | $1.14M | 0.35% | −400−5.6% | Reduced |
| Northside Capital Management, LLC | 6,700 | $1.14M | 0.36% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 6,702 | $1.14M | 0.54% | +6+0.1% | Added |
| Wellington Wealth Strategies, LLC. | 6,732 | $1.15M | 1.00% | +6,732 | New |
| Security Financial Services, INC. | 6,751 | $1.15M | 0.28% | +9+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 6,762 | $1.15M | 0.51% | −59−0.9% | Reduced |
| Geller Advisors LLC | 6,763 | $1.15M | 0.11% | −1,082−13.8% | Reduced |
| Objective Capital Management, LLC | 6,763 | $1.15M | 0.88% | −243−3.5% | Reduced |
| CTC LLC | 6,769 | $1.15M | 0.01% | −100,044−93.7% | Reduced |
| REDW Wealth LLC | 6,789 | $1.15M | 0.33% | −701−9.4% | Reduced |
| U S Global Investors Inc | 6,800 | $1.16M | 0.08% | −5,200−43.3% | Reduced |
| Winmill & Co. Inc | 6,800 | $1.16M | 0.37% | 00.0% | Unchanged |
| Park Circle Co | 6,800 | $1.16M | 1.12% | +2,900+74.4% | Added |
| Hexagon Capital Partners LLC | 6,801 | $1.16M | 0.28% | +743+12.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 6,805 | $1.16M | 0.24% | +472+7.5% | Added |
| Palogic Value Management, L.P. | 6,824 | $1.16M | 0.51% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 6,826 | $1.16M | 0.76% | −558−7.6% | Reduced |
| Solidarilty Wealth, LLC | 6,832 | $1.16M | 0.42% | −598−8.0% | Reduced |
| Novak & Powell Financial Services, Inc. | 6,834 | $1.16M | 0.78% | +6,834 | New |
| Fulton Breakefield Broenniman LLC | 6,840 | $1.16M | 0.09% | −977−12.5% | Reduced |
| Bulltick Wealth Management, LLC | 6,863 | $1.17M | 0.27% | −1,934−22.0% | Reduced |
| Balboa Wealth Partners | 6,887 | $1.17M | 0.39% | −607−8.1% | Reduced |
| Plancorp, LLC | 6,913 | $1.18M | 0.06% | +809+13.3% | Added |
| Sym Financial Corp | 6,922 | $1.18M | 0.19% | −199−2.8% | Reduced |
| DMG Group, LLC | 6,954 | $1.18M | 1.12% | −603−8.0% | Reduced |
| Grey Street Capital, LLC | 6,994 | $1.19M | 0.57% | +60+0.9% | Added |
| Highland Financial Advisors, LLC | 7,006 | $1.19M | 0.52% | +1,142+19.5% | Added |
| BHK Investment Advisors, LLC | 7,021 | $1.19M | 0.69% | −3,278−31.8% | Reduced |
| Wiser Advisor Group LLC | 7,052 | $1.20M | 1.99% | +7,052 | New |
| Talisman Wealth Advisors LLC | 7,061 | $1.20M | 1.78% | −578−7.6% | Reduced |
| Capital Planning Advisors, LLC | 7,072 | $1.20M | 0.23% | +27+0.4% | Added |
| O'Brien Greene & Co. Inc | 7,078 | $1.20M | 0.42% | 00.0% | Unchanged |
| Glassman Wealth Services | 7,083 | $1.20M | 0.17% | +274+4.0% | Added |
| Birchcreek Wealth Management, LLC | 7,085 | $1.21M | 0.72% | +19+0.3% | Added |
| Highline Wealth Partners LLC | 7,086 | $1.21M | 0.58% | +46+0.7% | Added |
| Evanson Asset Management, LLC | 7,096 | $1.21M | 0.10% | −1,903−21.1% | Reduced |
| Frazier Financial Advisors, LLC | 7,101 | $1.21M | 1.06% | +7,101 | New |
| Atlas Capital Advisors LLC | 7,102 | $1.21M | 0.17% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 7,109 | $1.21M | 1.09% | +7,109 | New |
| Phillips Wealth Planners LLC | 7,230 | $1.21M | 1.46% | −191−2.6% | Reduced |
| Stiles Financial Services Inc | 7,132 | $1.21M | 0.55% | +172+2.5% | Added |
| Sunflower Bank, N.A. | 7,145 | $1.22M | 0.28% | +333+4.9% | Added |
| Affiance Financial, LLC | 7,148 | $1.22M | 0.35% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,152 | $1.22M | 0.14% | −52−0.7% | Reduced |
| Austin Private Wealth, LLC | 7,162 | $1.22M | 0.15% | −138−1.9% | Reduced |
| Meeder Asset Management Inc | 7,164 | $1.22M | 0.09% | +233+3.4% | Added |
| Rakuten Investment Management, Inc. | 7,160 | $1.22M | 0.01% | +7,160 | New |
| Jupiter Wealth Management LLC | 7,187 | $1.22M | 0.72% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 7,189 | $1.22M | 0.96% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 7,201 | $1.22M | 1.08% | −344−4.6% | Reduced |
| Schear Investment Advisers, LLC | 7,229 | $1.23M | 1.19% | +43+0.6% | Added |
| Allegheny Financial Group LTD | 7,234 | $1.23M | 0.40% | +72+1.0% | Added |
| Atwood & Palmer Inc | 7,245 | $1.23M | 0.10% | −200−2.7% | Reduced |
| Lionsbridge Wealth Management LLC | 7,249 | $1.23M | 0.99% | −177−2.4% | Reduced |
| Armbruster Capital Management, Inc. | 7,255 | $1.23M | 0.28% | +50+0.7% | Added |
| Powell Investment Advisors, LLC | 7,257 | $1.23M | 0.68% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 7,258 | $1.23M | 0.75% | −30−0.4% | Reduced |
| Salzhauer Michael | 7,270 | $1.24M | 1.11% | −1,028−12.4% | Reduced |
| Thrive Wealth Management, LLC | 7,299 | $1.24M | 0.28% | −143−1.9% | Reduced |
| Lebenthal Global Advisors, LLC | 7,319 | $1.24M | 0.29% | +842+13.0% | Added |
| AllSquare Wealth Management LLC | 7,329 | $1.25M | 0.76% | +100+1.4% | Added |
| Colonial River Wealth Management, LLC | 7,330 | $1.25M | 0.74% | −3,947−35.0% | Reduced |
| Johnson & White Wealth Management, LLC | 7,332 | $1.25M | 1.03% | −1,486−16.9% | Reduced |
| Ironwood Investment Management LLC | 7,338 | $1.25M | 0.66% | 00.0% | Unchanged |
| Alesco Advisors LLC | 7,363 | $1.25M | 0.04% | −446−5.7% | Reduced |
| Longfellow Investment Management Co LLC | 7,367 | $1.25M | 0.31% | −4,693−38.9% | Reduced |
| TCM Advisors, LLC | – | $1.26M | 1.02% | – | – |
| Trust Co | 7,441 | $1.27M | 0.16% | −109−1.4% | Reduced |
| Covenant Partners, LLC | 7,451 | $1.27M | 0.40% | −80−1.1% | Reduced |
| First Command Advisory Services, Inc. | 7,481 | $1.27M | 0.01% | +187+2.6% | Added |
| Icapital Wealth LLC | 7,484 | $1.27M | 0.82% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 7,490 | $1.27M | 0.12% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 7,491 | $1.27M | 0.68% | −133−1.7% | Reduced |
| RF&L Wealth Management, LLC | 7,493 | $1.27M | 1.06% | 00.0% | Unchanged |
| Sunpointe, LLC | 7,495 | $1.27M | 1.62% | +7,495 | New |
| Monterey Private Wealth, Inc. | 7,498 | $1.28M | 0.58% | −134−1.8% | Reduced |
| Alta Advisers Ltd | 7,500 | $1.28M | 0.68% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 7,525 | $1.28M | 0.71% | +83+1.1% | Added |
| Castlekeep Investment Advisors LLC | 7,529 | $1.28M | 0.91% | +7,529 | New |
| Physicians Financial Services, Inc. | 7,562 | $1.29M | 0.49% | −250−3.2% | Reduced |
| Charter Oak Capital Management, LLC | 7,574 | $1.29M | 0.15% | +224+3.0% | Added |
| SC&H Financial Advisors, Inc. | 7,582 | $1.29M | 0.37% | −25−0.3% | Reduced |
| Financial Management Network Inc | 7,523 | $1.30M | 0.38% | +61+0.8% | Added |
| SRN Advisors, LLC | 7,638 | $1.30M | 1.17% | +2,881+60.6% | Added |