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 |
|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 11,008 | $1.87M | 0.50% | +59+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 10,994 | $1.87M | 1.26% | −77−0.7% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,848 | $1.87M | 0.77% | −254−2.3% | Reduced |
| Norris Perne & French LLP | 11,019 | $1.87M | 0.15% | +386+3.6% | Added |
| LexAurum Advisors, LLC | 11,024 | $1.88M | 0.49% | −157−1.4% | Reduced |
| Mainstay Capital Management LLC | 11,033 | $1.88M | 0.36% | −217−1.9% | Reduced |
| Westmount Partners, LLC | 11,050 | $1.88M | 0.77% | +111+1.0% | Added |
| Biltmore Family Office, LLC | 11,050 | $1.88M | 0.39% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 11,110 | $1.88M | 0.16% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 11,073 | $1.88M | 0.78% | +229+2.1% | Added |
| Money Concepts Capital Corp | 11,102 | $1.89M | 0.18% | −599−5.1% | Reduced |
| Northern Financial Advisors Inc | 11,122 | $1.89M | 1.59% | +1,569+16.4% | Added |
| CKW Financial Group | 11,126 | $1.89M | 0.26% | −100−0.9% | Reduced |
| Wealth Architects, LLC | 11,132 | $1.89M | 0.27% | +40.0% | Added |
| St. Johns Investment Management Company, LLC | 11,135 | $1.89M | 0.97% | −150−1.3% | Reduced |
| Revolve Wealth Partners, LLC | 11,146 | $1.90M | 0.37% | +95+0.9% | Added |
| Park Edge Advisors, LLC | 11,149 | $1.90M | 0.66% | +205+1.9% | Added |
| Game Creek Capital, LP | 11,175 | $1.90M | 1.09% | −200−1.8% | Reduced |
| BSW Wealth Partners | 11,185 | $1.90M | 0.38% | −616−5.2% | Reduced |
| Keudell/Morrison Wealth Management | 11,199 | $1.90M | 0.63% | −726−6.1% | Reduced |
| Diligent Investors, LLC | 11,204 | $1.91M | 0.52% | +84+0.8% | Added |
| HMS Capital Management, LLC | 11,231 | $1.91M | 1.17% | −242−2.1% | Reduced |
| Leo Wealth, LLC | 10,768 | $1.91M | 0.20% | +10,768 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11,236 | $1.91M | 0.00% | +110+1.0% | Added |
| Birinyi Associates Inc | 11,255 | $1.92M | 0.68% | +20.0% | Added |
| Summit Financial Strategies, Inc. | 11,270 | $1.92M | 0.29% | +99+0.9% | Added |
| Pekin Hardy Strauss, Inc. | 11,271 | $1.92M | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 11,276 | $1.92M | 1.58% | 00.0% | Unchanged |
| Carson Advisory Inc. | 11,286 | $1.92M | 1.49% | −85−0.7% | Reduced |
| Kidder Stephen W | 11,292 | $1.92M | 0.62% | −175−1.5% | Reduced |
| Gilbert & Cook, Inc. | 11,360 | $1.93M | 0.27% | +164+1.5% | Added |
| Princeton Capital Management LLC | 11,364 | $1.93M | 0.78% | +261+2.4% | Added |
| Klingman & Associates, LLC | 11,369 | $1.93M | 0.14% | +222+2.0% | Added |
| Icon Wealth Advisors, LLC | 11,379 | $1.94M | 0.20% | +11,379 | New |
| Optas, LLC | 11,392 | $1.94M | 0.58% | +79+0.7% | Added |
| WealthBridge Capital Management, LLC | 11,405 | $1.94M | 0.73% | +239+2.1% | Added |
| Financial Insights, Inc. | 11,406 | $1.94M | 0.61% | +305+2.7% | Added |
| Chesapeake Wealth Management | 11,429 | $1.94M | 0.75% | −442−3.7% | Reduced |
| MBL Wealth, LLC | 11,433 | $1.94M | 0.24% | +473+4.3% | Added |
| Highview Capital Management LLC | 11,438 | $1.95M | 1.04% | +147+1.3% | Added |
| Yarger Wealth Strategies, LLC | 11,449 | $1.95M | 1.57% | −1,556−12.0% | Reduced |
| Optimas Capital Ltd | 11,453 | $1.95M | 1.84% | −24,247−67.9% | Reduced |
| HF Advisory Group, LLC | 11,454 | $1.95M | 1.24% | +1,534+15.5% | Added |
| Waddell & Associates, LLC | 11,447 | $1.95M | 0.26% | −1,077−8.6% | Reduced |
| Two Sigma Securities, LLC | 11,464 | $1.95M | 0.09% | −18,565−61.8% | Reduced |
| Wealth Management Partners, LLC | 11,480 | $1.95M | 1.09% | −321−2.7% | Reduced |
| Caldwell Investment Management Ltd. | 11,460 | $1.95M | 1.50% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 11,488 | $1.95M | 1.44% | +275+2.5% | Added |
| Sonata Capital Group Inc | 11,496 | $1.96M | 0.97% | −500−4.2% | Reduced |
| 626 Financial, LLC | 11,504 | $1.96M | 1.29% | −541−4.5% | Reduced |
| Auxano Advisors, LLC | 11,516 | $1.96M | 0.66% | −628−5.2% | Reduced |
| Gateway Advisory, LLC | 11,523 | $1.96M | 0.38% | +764+7.1% | Added |
| Peoples Bank | 11,540 | $1.96M | 1.15% | −116−1.0% | Reduced |
| Windsor Capital Management, LLC | 11,544 | $1.96M | 0.64% | −396−3.3% | Reduced |
| Aaron Wealth Advisors | 11,555 | $1.97M | 0.33% | −73−0.6% | Reduced |
| Allred Capital Management, LLC | 11,568 | $1.97M | 0.86% | −281−2.4% | Reduced |
| Trillium Asset Management, LLC | 11,584 | $1.97M | 0.05% | −107−0.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 11,604 | $1.97M | 1.88% | −220−1.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 11,628 | $1.98M | 0.68% | +30.0% | Added |
| BlackDiamond Wealth Management Inc. | 11,348 | $1.98M | 1.45% | +1,288+12.8% | Added |
| Blue Square Asset Management, LLC | 11,663 | $1.98M | 1.32% | −82−0.7% | Reduced |
| Portfolio Design Labs, LLC | 11,664 | $1.98M | 0.75% | +11,664 | New |
| Paces Ferry Wealth Advisors, LLC | 11,668 | $1.98M | 1.38% | −56−0.5% | Reduced |
| AustralianSuper Pty Ltd | 11,677 | $1.99M | 0.01% | −2,942−20.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 11,681 | $1.99M | 2.03% | −999−7.9% | Reduced |
| Iams Wealth Management, LLC | 11,689 | $1.99M | 1.29% | −805−6.4% | Reduced |
| Fort Point Capital Partners LLC | 11,714 | $1.99M | 0.31% | −225−1.9% | Reduced |
| Camarda Financial Advisors, LLC | 11,715 | $1.99M | 0.86% | +301+2.6% | Added |
| Weatherly Asset Management L. P. | 11,718 | $1.99M | 0.21% | −578−4.7% | Reduced |
| MRP Capital Investments, LLC | 11,761 | $2.00M | 2.16% | −16,572−58.5% | Reduced |
| One Charles Private Wealth Services, LLC | 11,792 | $2.01M | 1.06% | +342+3.0% | Added |
| Roman Butler Fullerton & Co | 11,653 | $2.01M | 0.78% | +299+2.6% | Added |
| Acorn Wealth Advisors, LLC | 11,808 | $2.01M | 1.19% | −147−1.2% | Reduced |
| Balentine LLC | 11,811 | $2.01M | 0.06% | −4,043−25.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 11,820 | $2.01M | 1.27% | +76+0.6% | Added |
| MBA Advisors LLC | 11,827 | $2.01M | 1.12% | +40+0.3% | Added |
| Sippican Capital Advisors | 11,843 | $2.01M | 1.58% | +4,825+68.8% | Added |
| Kelly Lawrence W & Associates Inc | 11,866 | $2.02M | 0.48% | −60−0.5% | Reduced |
| Stableford Capital II LLC | 11,864 | $2.02M | 0.87% | −1,155−8.9% | Reduced |
| Castle Rock Wealth Management, LLC | 11,741 | $2.02M | 0.61% | +482+4.3% | Added |
| Aldebaran Capital, LLC | 11,907 | $2.03M | 2.07% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 11,911 | $2.03M | 0.91% | +294+2.5% | Added |
| Wealth Alliance Advisory Group, LLC | 11,921 | $2.03M | 0.53% | +908+8.2% | Added |
| Oder Investment Management, LLC | 11,931 | $2.03M | 2.01% | −218−1.8% | Reduced |
| Vista Investment Management | 11,932 | $2.03M | 0.94% | −267−2.2% | Reduced |
| Inscription Capital, LLC | 11,938 | $2.03M | 0.55% | +2,300+23.9% | Added |
| Marietta Investment Partners LLC | 11,983 | $2.04M | 0.51% | +149+1.3% | Added |
| Ulysses Management LLC | 12,000 | $2.04M | 0.50% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 12,064 | $2.05M | 0.60% | +12,064 | New |
| Executive Wealth Management, LLC | 12,079 | $2.05M | 0.19% | +892+8.0% | Added |
| KPP Advisory Services LLC | 12,089 | $2.06M | 1.81% | −68−0.6% | Reduced |
| Financial Advisors, LLC | 12,146 | $2.07M | 0.46% | +8,196+207.5% | Added |
| Consilium Wealth Advisory, LLC | 12,155 | $2.07M | 1.24% | +1,526+14.4% | Added |
| Avidian Wealth Solutions, LLC | 12,175 | $2.07M | 0.13% | −346−2.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 12,179 | $2.07M | 0.25% | +100+0.8% | Added |
| New Republic Capital, LLC | 12,197 | $2.07M | 1.48% | +453+3.9% | Added |
| MJP Associates Inc | 12,230 | $2.08M | 0.55% | +3,014+32.7% | Added |
| Wolff Wiese Magana LLC | 12,243 | $2.08M | 1.98% | −2,593−17.5% | Reduced |
| Harmony Asset Management LLC | 12,245 | $2.08M | 0.88% | +12,245 | New |
| 1620 Investment Advisors, Inc. | 12,246 | $2.08M | 2.29% | −427−3.4% | Reduced |