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 |
|---|---|---|---|---|---|
| Dover Advisors, LLC | 8,653 | $1.47M | 1.94% | −3,499−28.8% | Reduced |
| Redwood Investment Management, LLC | 8,656 | $1.47M | 0.13% | +8,656 | New |
| GoalVest Advisory LLC | 8,669 | $1.47M | 0.65% | +6,409+283.6% | Added |
| American State Bank (Iowa) | 8,670 | $1.47M | 0.94% | +196+2.3% | Added |
| Prossimo Advisors, LLC | 8,673 | $1.48M | 3.12% | +136+1.6% | Added |
| RMR Capital Management, LLC | 8,679 | $1.48M | 1.70% | +8,679 | New |
| First National Bank & Trust Co of Newtown | 8,686 | $1.48M | 0.32% | −60−0.7% | Reduced |
| Addison Advisors LLC | 8,701 | $1.48M | 0.58% | +458+5.6% | Added |
| Purus Wealth Management, LLC | 8,719 | $1.48M | 0.86% | +618+7.6% | Added |
| West Paces Advisors Inc. | 8,749 | $1.49M | 0.42% | +29+0.3% | Added |
| Defined Wealth Management, LLC | 8,749 | $1.49M | 1.14% | +43+0.5% | Added |
| Steele Capital Management, Inc. | 8,760 | $1.49M | 0.10% | +8,760 | New |
| JPL Wealth Management, LLC | 8,774 | $1.49M | 1.07% | +8,774 | New |
| ORBA Wealth Advisors, L.L.C. | 8,792 | $1.50M | 0.90% | +8,792 | New |
| Private Portfolio Partners LLC | 8,807 | $1.50M | 0.34% | −77−0.9% | Reduced |
| Eagle Capital Management LLC | 8,808 | $1.50M | 0.01% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 8,832 | $1.50M | 0.66% | −228−2.5% | Reduced |
| Hummer Financial Advisory Services Inc | 8,840 | $1.50M | 1.38% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 8,845 | $1.51M | 0.34% | +2,465+38.6% | Added |
| Berkeley Capital Partners, LLC | 8,865 | $1.51M | 0.50% | +38+0.4% | Added |
| PFC Capital Group, Inc. | 8,875 | $1.51M | 0.90% | +8,875 | New |
| Breakwater Capital Group | 8,872 | $1.51M | 0.43% | +314+3.7% | Added |
| Waterfront Wealth Inc. | 8,879 | $1.51M | 0.45% | +145+1.7% | Added |
| Driehaus Capital Management LLC | 8,886 | $1.51M | 0.02% | +1,584+21.7% | Added |
| Asio Capital, LLC | 8,896 | $1.51M | 0.35% | +223+2.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,905 | $1.51M | 0.50% | +630+7.6% | Added |
| Sanders Morris Harris LLC | 8,861 | $1.52M | 0.75% | −12,144−57.8% | Reduced |
| Bennett Selby Investments LP | 8,922 | $1.52M | 0.78% | −179−2.0% | Reduced |
| Round Rock Advisors, LLC | 8,930 | $1.52M | 0.38% | +5+0.1% | Added |
| Citadel Investment Advisory, Inc. | 8,936 | $1.52M | 0.94% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 8,806 | $1.52M | 1.19% | −5,663−39.1% | Reduced |
| Capital City Trust Co | 8,973 | $1.53M | 0.45% | +1,438+19.1% | Added |
| Round Hill Asset Management | 8,982 | $1.53M | 0.96% | −59−0.7% | Reduced |
| Atlas Private Wealth Advisors | 8,982 | $1.53M | 0.28% | +10.0% | Added |
| Seven Mile Advisory | 8,994 | $1.53M | 1.33% | +614+7.3% | Added |
| MEMBERS Trust Co | 9,013 | $1.53M | 0.04% | +541+6.4% | Added |
| Astoria Portfolio Advisors LLC. | 8,772 | $1.54M | 0.62% | +4,351+98.4% | Added |
| Providence Wealth Advisors, LLC | 6,961 | $1.54M | 1.83% | −14,133−67.0% | Reduced |
| Personal Cfo Solutions, LLC | 9,043 | $1.54M | 0.27% | −2,438−21.2% | Reduced |
| Secured Retirement Advisors, LLC | 9,063 | $1.54M | 1.48% | +9,063 | New |
| City State Bank | 9,065 | $1.54M | 0.77% | −85−0.9% | Reduced |
| Diversified, LLC | 9,072 | $1.54M | 0.33% | +727+8.7% | Added |
| New Millennium Group LLC | 9,092 | $1.55M | 1.37% | +8,736+2,453.9% | Added |
| CFO4Life Group, LLC | 9,119 | $1.55M | 0.30% | +41+0.5% | Added |
| Mango Five Family, Inc. | 9,125 | $1.55M | 0.58% | +9,125 | New |
| FSM Wealth Advisors, LLC | 9,128 | $1.55M | 0.66% | −87−0.9% | Reduced |
| James J. Burns & Company, LLC | 9,159 | $1.56M | 0.37% | +1,497+19.5% | Added |
| West Family Investments, Inc. | 9,161 | $1.56M | 0.53% | +166+1.8% | Added |
| Summit Wealth & Retirement Planning, Inc. | 9,167 | $1.56M | 0.66% | −53−0.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,178 | $1.56M | 0.79% | −65−0.7% | Reduced |
| Lakeridge Wealth Management LLC | 9,179 | $1.56M | 1.13% | +9,179 | New |
| De Burlo Group Inc | 10,773 | $1.56M | 0.27% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 9,214 | $1.57M | 0.64% | +56+0.6% | Added |
| Masso Torrence Wealth Management Inc. | 9,221 | $1.57M | 1.07% | +180+2.0% | Added |
| Ami Asset Management Corp | 9,253 | $1.57M | 0.09% | −153−1.6% | Reduced |
| Delphi Management Inc | 9,263 | $1.58M | 1.45% | +532+6.1% | Added |
| Total Clarity Wealth Management, Inc. | 9,268 | $1.58M | 0.65% | −11−0.1% | Reduced |
| Allstate Corp | 9,278 | $1.58M | 0.11% | −960−9.4% | Reduced |
| Cozad Asset Management Inc | 9,298 | $1.58M | 0.18% | +446+5.0% | Added |
| Iron Financial, LLC | 9,311 | $1.58M | 0.90% | −17−0.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,317 | $1.58M | 0.41% | −1,345−12.6% | Reduced |
| Terril Brothers, Inc. | 9,344 | $1.59M | 0.56% | +2,500+36.5% | Added |
| Greater Midwest Financial Group, LLC | 9,351 | $1.59M | 1.08% | +9,351 | New |
| Ridgecrest Wealth Partners, LLC | 9,357 | $1.59M | 1.05% | −10−0.1% | Reduced |
| Ullmann Financial Group, Inc. | 9,365 | $1.59M | 0.26% | +3,997+74.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,373 | $1.59M | 0.03% | −270−2.8% | Reduced |
| US Asset Management LLC | 9,375 | $1.59M | 1.58% | +9,375 | New |
| Perennial Investment Advisors, LLC | 9,390 | $1.60M | 0.27% | −737−7.3% | Reduced |
| Fielder Capital Group LLC | 9,405 | $1.60M | 0.97% | +9,405 | New |
| Journey Strategic Wealth LLC | 9,405 | $1.60M | 0.08% | +531+6.0% | Added |
| Wealthquest Corp | 9,440 | $1.61M | 0.18% | +208+2.3% | Added |
| Gilman Hill Asset Management, LLC | 9,458 | $1.61M | 0.30% | −939−9.0% | Reduced |
| Consolidated Portfolio Review Corp | 9,464 | $1.61M | 0.37% | −1,992−17.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 9,473 | $1.61M | 0.37% | +294+3.2% | Added |
| Vicus Capital | 9,494 | $1.61M | 0.16% | −2,412−20.3% | Reduced |
| Coastal Bridge Advisors, LLC | 9,496 | $1.62M | 0.41% | +10.0% | Added |
| Signet Financial Management, LLC | 9,496 | $1.62M | 0.24% | −226−2.3% | Reduced |
| Alterity Financial Group, LLC | 9,499 | $1.62M | 2.31% | −242−2.5% | Reduced |
| PEAK6 Investments LLC | 9,500 | $1.62M | 0.07% | −83,073−89.7% | Reduced |
| Morton Capital Management LLC | 9,505 | $1.62M | 0.48% | +32+0.3% | Added |
| Samalin Investment Counsel, LLC | 9,539 | $1.62M | 0.82% | −124−1.3% | Reduced |
| Philo Smith Capital Corp | 9,550 | $1.62M | 0.52% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 9,552 | $1.62M | 0.76% | −14−0.1% | Reduced |
| MWA Asset Management | 9,557 | $1.63M | 1.34% | +57+0.6% | Added |
| Navalign, LLC | 9,558 | $1.63M | 0.57% | −484−4.8% | Reduced |
| Baystate Wealth Management LLC | 9,575 | $1.63M | 0.12% | −1,482−13.4% | Reduced |
| Canvas Wealth Advisors, LLC | 9,638 | $1.63M | 0.59% | −233−2.4% | Reduced |
| Kowal Investment Group, LLC | 9,585 | $1.63M | 0.38% | +555+6.1% | Added |
| Castle Wealth Management LLC | 9,601 | $1.63M | 0.98% | +802+9.1% | Added |
| Mendel Capital Management LLC | 9,624 | $1.64M | 1.18% | +102+1.1% | Added |
| Meridian Financial Partners LLC | 9,782 | $1.64M | 1.68% | +543+5.9% | Added |
| Ausdal Financial Partners, Inc. | 9,635 | $1.64M | 0.20% | +33+0.3% | Added |
| Sage Rhino Capital LLC | 9,665 | $1.64M | 0.42% | +7+0.1% | Added |
| WR Wealth Planners, LLC | 9,668 | $1.64M | 0.61% | +977+11.2% | Added |
| JSF Financial, LLC | 9,672 | $1.65M | 0.57% | −723−7.0% | Reduced |
| Advisory Alpha, LLC | 9,673 | $1.65M | 0.08% | +2,728+39.3% | Added |
| Clarus Group, Inc. | 9,681 | $1.65M | 1.25% | −1,583−14.1% | Reduced |
| Provence Wealth Management Group | 9,699 | $1.65M | 0.89% | +1,585+19.5% | Added |
| Cypress Wealth Services, LLC | 9,727 | $1.65M | 0.41% | −166−1.7% | Reduced |
| Navellier & Associates Inc | 9,740 | $1.66M | 0.25% | +980+11.2% | Added |