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 |
|---|---|---|---|---|---|
| Ramsay, Stattman, Vela & Price, Inc. | 9,741 | $1.66M | 0.34% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9,743 | $1.66M | 0.77% | +1,317+15.6% | Added |
| N.E.W. Advisory Services LLC | 9,758 | $1.66M | 0.20% | −154−1.6% | Reduced |
| Keel Point, LLC | 9,783 | $1.66M | 0.20% | +679+7.5% | Added |
| Orion Capital Management LLC | 9,789 | $1.67M | 0.98% | +75+0.8% | Added |
| Aspen Wealth Strategies, LLC | 9,798 | $1.67M | 1.21% | −24−0.2% | Reduced |
| Saxon Interests, Inc. | 9,803 | $1.67M | 0.83% | +9,803 | New |
| Strait & Sound Wealth Management LLC | 9,996 | $1.67M | 1.04% | −118−1.2% | Reduced |
| Paloma Partners Management Co | 9,821 | $1.67M | 0.27% | +6,453+191.6% | Added |
| First Trust Investment Solutions L.P. | 9,831 | $1.67M | 0.35% | +9,831 | New |
| AJ Advisors, LLC | 9,901 | $1.68M | 1.04% | +5,844+144.0% | Added |
| Eudaimonia Advisors LLC | 9,938 | $1.69M | 1.09% | +116+1.2% | Added |
| Morris Financial Concepts, Inc. | 9,939 | $1.69M | 0.97% | −176−1.7% | Reduced |
| Matrix Trust Co | 9,949 | $1.69M | 0.40% | −97−1.0% | Reduced |
| First National Bank of Hutchinson | 9,992 | $1.70M | 1.22% | −136−1.3% | Reduced |
| United Fire Group Inc | 10,000 | $1.70M | 3.09% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 10,004 | $1.70M | 0.19% | −123−1.2% | Reduced |
| Stanley-Laman Group, Ltd. | 10,015 | $1.70M | 0.26% | +6,015+150.4% | Added |
| Old Mission Investment Co LLC | 10,025 | $1.71M | 0.60% | −318−3.1% | Reduced |
| RW Investment Management LLC | 10,026 | $1.71M | 0.26% | −21−0.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 10,040 | $1.71M | 0.39% | +1,832+22.3% | Added |
| G&S Capital LLC | 10,071 | $1.71M | 0.81% | −9,645−48.9% | Reduced |
| Paulson Wealth Management Inc. | 10,095 | $1.72M | 0.55% | −2,113−17.3% | Reduced |
| Focused Wealth Management, Inc | 10,100 | $1.72M | 0.28% | −70−0.7% | Reduced |
| MGB Wealth Management, LLC | 10,099 | $1.72M | 0.86% | +10,099 | New |
| CRA Financial Services, LLC | 10,121 | $1.72M | 0.42% | +120+1.2% | Added |
| Bigelow Investment Advisors, LLC | 10,124 | $1.72M | 0.93% | +43+0.4% | Added |
| Fortress Wealth Group, LLC | 10,029 | $1.73M | 1.03% | +609+6.5% | Added |
| Hemenway Trust Co LLC | 10,169 | $1.73M | 0.17% | +555+5.8% | Added |
| Autumn Glory Partners, LLC | 10,287 | $1.73M | 0.99% | −1,967−16.1% | Reduced |
| Calton & Associates, Inc. | 10,193 | $1.73M | 0.70% | +8,330+447.1% | Added |
| Armstrong, Fleming & Moore, Inc | 10,195 | $1.73M | 1.31% | 00.0% | Unchanged |
| Applied Capital LLC | 10,220 | $1.74M | 1.60% | −440−4.1% | Reduced |
| Aldebaran Financial Inc. | 10,235 | $1.74M | 2.70% | −286−2.7% | Reduced |
| LifeSteps Financial, Inc. | 10,240 | $1.74M | 1.54% | +84+0.8% | Added |
| Palumbo Wealth Management LLC | 10,243 | $1.74M | 0.89% | +45+0.4% | Added |
| London & Capital Asset Management Ltd | 10,259 | $1.75M | 0.15% | +126+1.2% | Added |
| Prentice Wealth Management LLC | 10,272 | $1.75M | 0.68% | +377+3.8% | Added |
| Meadow Creek Wealth Advisors LLC | 10,275 | $1.75M | 1.70% | +10,275 | New |
| Prosperitas Financial LLC | 10,301 | $1.75M | 1.29% | +925+9.9% | Added |
| Matrix Private Capital Group LLC | 10,303 | $1.75M | 1.32% | −264−2.5% | Reduced |
| Towercrest Capital Management | 10,304 | $1.75M | 0.31% | +27+0.3% | Added |
| Winning Points Advisors, LLC | 10,323 | $1.76M | 2.71% | +1,000+10.7% | Added |
| Capital Advisors, Ltd. LLC | 10,325 | $1.76M | 0.25% | −72−0.7% | Reduced |
| Monument Capital Management | 10,328 | $1.76M | 0.57% | +3,972+62.5% | Added |
| Sterling Investment Counsel, LLC | 10,338 | $1.76M | 0.90% | −28−0.3% | Reduced |
| Sky Investment Group LLC | 10,370 | $1.76M | 0.37% | −17−0.2% | Reduced |
| Cape Ann Savings Bank | 10,129 | $1.77M | 1.17% | −394−3.7% | Reduced |
| Relative Value Partners Group, LLC | 10,385 | $1.77M | 0.11% | +324+3.2% | Added |
| Epacria Capital Partners, LLC | 10,400 | $1.77M | 1.42% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 10,408 | $1.77M | 1.08% | −1,213−10.4% | Reduced |
| Hollow Brook Wealth Management LLC | 10,420 | $1.77M | 0.71% | −13−0.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 10,432 | $1.77M | 1.52% | −301−2.8% | Reduced |
| Cynosure Management, LLC | 10,449 | $1.78M | 0.32% | +332+3.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,454 | $1.78M | 0.43% | +506+5.1% | Added |
| Aire Advisors, LLC | 10,462 | $1.78M | 0.44% | +468+4.7% | Added |
| Woodward Diversified Capital, LLC | 10,470 | $1.78M | 1.12% | −398−3.7% | Reduced |
| Violich Capital Management, Inc. | 10,485 | $1.78M | 0.29% | −2,350−18.3% | Reduced |
| Select Asset Management & Trust | 10,490 | $1.78M | 0.88% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 10,505 | $1.79M | 0.66% | +10,505 | New |
| Hemington Wealth Management | 10,518 | $1.79M | 0.69% | +1,285+13.9% | Added |
| Hunter Associates Investment Management LLC | 10,531 | $1.79M | 0.33% | +835+8.6% | Added |
| CVA Family Office, LLC | 10,532 | $1.79M | 0.35% | +46+0.4% | Added |
| Angeles Wealth Management, LLC | 10,549 | $1.79M | 0.22% | +287+2.8% | Added |
| First Citizens Financial Corp | 10,556 | $1.80M | 1.15% | −200−1.9% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 10,570 | $1.80M | 0.98% | +110+1.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,575 | $1.80M | 1.29% | +150+1.4% | Added |
| IMS Capital Management | 10,583 | $1.80M | 0.88% | −96−0.9% | Reduced |
| Trust Investment Advisors | 10,618 | $1.81M | 1.41% | +22+0.2% | Added |
| TBH Global Asset Management, LLC | 10,630 | $1.81M | 0.37% | −1,047−9.0% | Reduced |
| Advisory Research Inc | 10,636 | $1.81M | 0.28% | −3,341−23.9% | Reduced |
| Tradition Wealth Management, LLC | 10,652 | $1.81M | 0.19% | −378−3.4% | Reduced |
| Mirabella Financial Services LLP | 10,672 | $1.82M | 0.26% | +10,672 | New |
| CoreFirst Bank & Trust | 10,680 | $1.82M | 1.21% | −134−1.2% | Reduced |
| Park Place Capital Corp | 10,687 | $1.82M | 0.72% | −5,357−33.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,706 | $1.82M | 0.89% | +1,289+13.7% | Added |
| Quent Capital, LLC | 10,708 | $1.82M | 0.24% | −84−0.8% | Reduced |
| Financial Management Professionals, Inc. | 10,721 | $1.82M | 0.30% | +341+3.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 10,724 | $1.82M | 0.55% | −50−0.5% | Reduced |
| Drive Wealth Management, LLC | 10,724 | $1.82M | 0.59% | −1,073−9.1% | Reduced |
| Zhang Financial LLC | 10,735 | $1.83M | 0.16% | +1,301+13.8% | Added |
| Onyx Bridge Wealth Group LLC | 10,740 | $1.83M | 0.37% | −198−1.8% | Reduced |
| Formidable Asset Management, LLC | 10,750 | $1.83M | 0.40% | −244−2.2% | Reduced |
| Global Trust Asset Management, LLC | 10,760 | $1.83M | 0.80% | +208+2.0% | Added |
| JNBA Financial Advisors | 10,762 | $1.83M | 0.21% | −541−4.8% | Reduced |
| American Investment Services, Inc. | 10,762 | $1.83M | 0.35% | −216−2.0% | Reduced |
| Letson Investment Management, Inc. | 10,764 | $1.83M | 0.85% | +10,764 | New |
| Lakeshore Financial Planning, Inc. | 10,782 | $1.83M | 1.02% | −72−0.7% | Reduced |
| Mendel Money Management | 10,821 | $1.84M | 0.88% | −1,249−10.3% | Reduced |
| Virtue Capital Management, LLC | 10,710 | $1.85M | 0.37% | −3,192−23.0% | Reduced |
| AlphaStar Capital Management, LLC | 10,864 | $1.85M | 0.17% | +3,159+41.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 10,882 | $1.85M | 0.11% | −2,784−20.4% | Reduced |
| CIC Wealth, LLC | 10,894 | $1.85M | 0.59% | −58−0.5% | Reduced |
| Okabena Investment Services Inc | 10,911 | $1.86M | 0.72% | +8,277+314.2% | Added |
| FJ Capital Management LLC | 10,922 | $1.86M | 0.19% | +10,922 | New |
| Texas Capital Bancshares Inc | 10,932 | $1.86M | 0.99% | −286−2.5% | Reduced |
| Corundum Group, Inc. | 10,953 | $1.86M | 0.93% | +245+2.3% | Added |
| Heartwood Wealth Advisors LLC | 10,964 | $1.86M | 0.25% | +1,057+10.7% | Added |
| My Legacy Advisors, LLC | 10,977 | $1.87M | 0.68% | +381+3.6% | Added |
| Eqis Capital Management, Inc. | 11,007 | $1.87M | 0.15% | −1,420−11.4% | Reduced |