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 |
|---|---|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 7,561 | $1.30M | 0.13% | +203+2.8% | Added |
| Onefund, LLC | 7,647 | $1.30M | 1.69% | +7,647 | New |
| Bordeaux Wealth Advisors LLC | 7,649 | $1.30M | 0.44% | +1,065+16.2% | Added |
| Harbert Fund Advisors, Inc. | 7,650 | $1.30M | 0.89% | +7,650 | New |
| Legacy Edge Advisors, LLC | 7,650 | $1.30M | 0.30% | +7,650 | New |
| IFG Advisors, LLC | 7,656 | $1.30M | 0.38% | +54+0.7% | Added |
| Kessler Investment Group, LLC | 7,667 | $1.30M | 0.80% | +57+0.7% | Added |
| General Partner, Inc. | 7,637 | $1.31M | 1.10% | −639−7.7% | Reduced |
| Garrison Point Advisors, LLC | 7,679 | $1.31M | 0.92% | 00.0% | Unchanged |
| Belmont Capital, LLC | 7,679 | $1.31M | 0.56% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 7,688 | $1.31M | 0.78% | −15−0.2% | Reduced |
| Correct Capital Wealth Management | 7,700 | $1.31M | 0.33% | +7,700 | New |
| Keystone Financial Services | 7,701 | $1.31M | 0.62% | −204−2.6% | Reduced |
| Madison Wealth Partners, Inc | 7,702 | $1.31M | 0.52% | +6,130+389.9% | Added |
| Cooper Financial Group | 7,709 | $1.31M | 0.24% | +189+2.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 7,717 | $1.31M | 0.26% | +420+5.8% | Added |
| Dixon Fnancial Services, Inc. | 7,733 | $1.32M | 0.81% | −66−0.8% | Reduced |
| ARGA Investment Management, LP | 7,737 | $1.32M | 0.05% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 7,737 | $1.32M | 0.03% | +2,385+44.6% | Added |
| Alta Wealth Advisors LLC | 7,747 | $1.32M | 0.74% | −70−0.9% | Reduced |
| Sound Income Strategies, LLC | 7,760 | $1.32M | 0.11% | +1,112+16.7% | Added |
| Olistico Wealth, LLC | 7,775 | $1.32M | 1.03% | +170+2.2% | Added |
| Pflug Koory, LLC | 7,777 | $1.32M | 0.70% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 7,807 | $1.33M | 0.23% | +663+9.3% | Added |
| Sandy Cove Advisors, LLC | 7,843 | $1.33M | 0.68% | +740+10.4% | Added |
| RFP Financial Group LLC | 7,869 | $1.34M | 0.55% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 7,874 | $1.34M | 0.39% | +20.0% | Added |
| Precedent Wealth Partners, LLC | 7,879 | $1.34M | 0.68% | +7,879 | New |
| BluePath Capital Management, LLC | 7,837 | $1.34M | 1.18% | +933+13.5% | Added |
| Costello Asset Management, INC | 7,889 | $1.34M | 1.11% | −2,679−25.4% | Reduced |
| KRS Capital Management, LLC | 7,939 | $1.35M | 1.26% | −584−6.9% | Reduced |
| Ambassador Advisors, LLC | 7,756 | $1.35M | 0.30% | +11+0.1% | Added |
| Commons Capital, LLC | 7,963 | $1.35M | 2.14% | +48+0.6% | Added |
| Alera Investment Advisors, LLC | 7,963 | $1.35M | 0.18% | −231−2.8% | Reduced |
| Stephens Consulting, LLC | 7,969 | $1.36M | 0.46% | −34−0.4% | Reduced |
| Veracity Capital LLC | 7,970 | $1.36M | 0.55% | +225+2.9% | Added |
| Quotient Wealth Partners, LLC | 7,971 | $1.36M | 0.05% | +7,971 | New |
| Disciplined Equity Management, Inc. | 7,981 | $1.36M | 0.93% | +2,068+35.0% | Added |
| Carlson Capital Management | 7,982 | $1.36M | 0.07% | +2,217+38.5% | Added |
| Eukles Asset Management | 7,986 | $1.36M | 0.64% | −72−0.9% | Reduced |
| NorthStar Asset Management LLC | 7,994 | $1.36M | 1.24% | +7,994 | New |
| Accel Wealth Management | 7,999 | $1.36M | 0.68% | +144+1.8% | Added |
| Beacon Financial Advisory LLC | 7,999 | $1.36M | 0.66% | −43−0.5% | Reduced |
| Pentwater Capital Management LP | 8,000 | $1.36M | 0.03% | −10,000−55.6% | Reduced |
| GoodHaven Capital Management, LLC | 8,000 | $1.36M | 0.59% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 8,030 | $1.37M | 0.56% | −20.0% | Reduced |
| Lazari Capital Management, Inc. | 8,044 | $1.37M | 0.78% | −164−2.0% | Reduced |
| Capital Markets Trading UK LLP | 8,062 | $1.37M | 1.01% | +5,277+189.5% | Added |
| Foresight Global Investors, Inc. | 8,070 | $1.37M | 0.79% | −2,642−24.7% | Reduced |
| ELCO Management Co., LLC | 8,071 | $1.37M | 0.90% | +19+0.2% | Added |
| Apella Capital, LLC | 8,035 | $1.38M | 0.08% | −70−0.9% | Reduced |
| Cora Capital Advisors LLC | 8,098 | $1.38M | 0.81% | −53−0.7% | Reduced |
| Zions Bancorporation, N.A. | 8,116 | $1.38M | 0.09% | −8−0.1% | Reduced |
| Orca Investment Management, LLC | 8,125 | $1.38M | 1.33% | +11+0.1% | Added |
| Israel Discount Bank of New York | 8,127 | $1.38M | 1.08% | −217−2.6% | Reduced |
| Vivaldi Capital Management, LLC | 7,933 | $1.38M | 0.41% | +1,888+31.2% | Added |
| Kozak & Associates, Inc. | 8,242 | $1.38M | 0.44% | −994−10.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,167 | $1.39M | 0.70% | +689+9.2% | Added |
| Syntax Research, Inc. | 8,168 | $1.39M | 1.16% | +34+0.4% | Added |
| Atom Investors LP | 8,176 | $1.39M | 0.25% | −1,490−15.4% | Reduced |
| Capital Square, LLC | 8,177 | $1.39M | 1.57% | +104+1.3% | Added |
| Coastwise Capital Group, LLC | 8,192 | $1.39M | 1.42% | +229+2.9% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 8,195 | $1.39M | 1.48% | +8,195 | New |
| Monte Financial Group, LLC | 8,198 | $1.39M | 0.65% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 8,199 | $1.39M | 0.30% | −842−9.3% | Reduced |
| O'Neil Global Advisors, Inc. | 8,200 | $1.40M | 0.81% | +8,200 | New |
| CPA Asset Management LLC | 8,209 | $1.40M | 0.85% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 8,224 | $1.40M | 1.30% | −252−3.0% | Reduced |
| M. Kraus & Co | 8,249 | $1.40M | 0.46% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 8,252 | $1.40M | 0.98% | −3,213−28.0% | Reduced |
| Access Financial Services, Inc. | 8,256 | $1.40M | 0.72% | −945−10.3% | Reduced |
| Northwest Wealth Management, LLC | 8,265 | $1.41M | 0.42% | +47+0.6% | Added |
| Sather Financial Group Inc | 8,279 | $1.41M | 0.10% | +21+0.3% | Added |
| Herbst Group, LLC | 8,285 | $1.41M | 0.90% | −200−2.4% | Reduced |
| TLWM | 8,298 | $1.41M | 0.33% | +16+0.2% | Added |
| Legacy Capital Group California, Inc. | 8,305 | $1.41M | 0.55% | +7+0.1% | Added |
| Proffitt & Goodson Inc | 8,313 | $1.41M | 0.27% | −143−1.7% | Reduced |
| Hendershot Investments Inc. | 8,333 | $1.42M | 0.22% | −30−0.4% | Reduced |
| Childress Capital Advisors, LLC | 8,374 | $1.42M | 0.42% | −328−3.8% | Reduced |
| W Advisors, LLC | 8,374 | $1.42M | 1.06% | +30.0% | Added |
| Montz Harcus Wealth Management LLC | 8,392 | $1.43M | 1.09% | +251+3.1% | Added |
| Joule Financial, LLC | 8,394 | $1.43M | 0.66% | +2,135+34.1% | Added |
| Rogco, LP | 8,409 | $1.43M | 0.63% | −216−2.5% | Reduced |
| Eagle Wealth Strategies LLC | 8,422 | $1.43M | 0.86% | +8,422 | New |
| Bouchey Financial Group Ltd | 8,428 | $1.43M | 0.15% | −307−3.5% | Reduced |
| Richard W. Paul & Associates, LLC | 8,429 | $1.43M | 0.60% | +1,576+23.0% | Added |
| Sivia Capital Partners, LLC | 8,437 | $1.44M | 1.09% | +8,437 | New |
| Key Client Fiduciary Advisors, LLC | 8,451 | $1.44M | 0.84% | −223−2.6% | Reduced |
| Front Row Advisors LLC | 8,457 | $1.44M | 0.66% | −3,648−30.1% | Reduced |
| STAR Financial Bank | 8,490 | $1.44M | 1.31% | −56−0.7% | Reduced |
| Stephenson National Bank & Trust | 8,500 | $1.45M | 0.71% | −48−0.6% | Reduced |
| Ategra Capital Management, LLC | 8,546 | $1.45M | 0.65% | −268−3.0% | Reduced |
| Legacy Bridge, LLC | 8,549 | $1.45M | 0.94% | 00.0% | Unchanged |
| Dohj, LLC | 8,552 | $1.45M | 0.43% | −1,267−12.9% | Reduced |
| Tortoise Investment Management, LLC | 8,578 | $1.46M | 0.20% | −442−4.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,595 | $1.46M | 0.59% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 8,609 | $1.46M | 0.75% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 8,626 | $1.47M | 0.77% | −693−7.4% | Reduced |
| KC Investment Advisors, LLC | 8,629 | $1.47M | 0.88% | +1,547+21.8% | Added |
| Ti-Trust, Inc | 8,641 | $1.47M | 1.30% | −147−1.7% | Reduced |