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; 5,157 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
- +355 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
- 458
- 1,575 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 | 5,157 | $643.7B |
| Q1 2026 | 5,102 | $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 | 4,679 | $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 | 3,711 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,594 | $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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 842 | $143.2K | 0.17% | +604+253.8% | Added |
| Pineridge Advisors LLC | 866 | $147.3K | 0.05% | +866 | New |
| Scarborough Advisors, LLC | 896 | $152.4K | 0.03% | +896 | New |
| Fairman Group, LLC | 899 | $152.9K | 0.15% | +899 | New |
| Timber Creek Capital Management LLC | 950 | $161.6K | 0.06% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 971 | $165.2K | 0.05% | +100+11.5% | Added |
| Cornerstone Planning Group LLC | 984 | $167.4K | 0.06% | −32−3.1% | Reduced |
| Legend Financial Advisors, Inc. | 988 | $168.1K | 0.14% | +12+1.2% | Added |
| HBC Financial Services, PLLC | 994 | $169.0K | 0.12% | +1+0.1% | Added |
| PrairieView Partners, LLC | 1,000 | $170.0K | 0.02% | −439−30.5% | Reduced |
| BOCHK Asset Management Ltd | 1,000 | $170.0K | 0.10% | +1,000 | New |
| Tfo-TDC, LLC | 1,022 | $173.8K | 0.04% | −92−8.3% | Reduced |
| IAG Wealth Partners, LLC | 1,030 | $175.2K | 0.04% | +33+3.3% | Added |
| Virtus Investment Advisers, Inc. | 1,040 | $176.9K | 0.13% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,041 | $177.0K | 0.08% | +8+0.8% | Added |
| McClarren Financial Advisors, Inc. | 1,054 | $179.0K | 0.14% | +6+0.6% | Added |
| Life Planning Partners, Inc | 1,067 | $181.5K | 0.18% | +1,067 | New |
| Tradewinds Capital Management, LLC | 1,072 | $182.3K | 0.07% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,096 | $186.4K | 0.13% | +1,096 | New |
| PFS Partners, LLC | 1,100 | $187.2K | 0.13% | +2+0.2% | Added |
| Heritage Wealth Management, Inc. | 1,105 | $188.0K | 0.20% | +1,105 | New |
| RE Dickinson Investment Advisors, LLC | 1,115 | $190.0K | 0.13% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,166 | $198.3K | 0.05% | +330+39.5% | Added |
| Ogorek Anthony Joseph | 1,175 | $199.0K | 0.07% | +225+23.7% | Added |
| Redmont Wealth Advisors LLC | 1,176 | $200.0K | 0.29% | +1,176 | New |
| Raffa Wealth Management, LLC | 1,176 | $200.1K | 0.06% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 1,178 | $200.4K | 0.04% | −10,809−90.2% | Reduced |
| Intrepid Capital Management Inc | 1,178 | $200.4K | 0.14% | +60+5.4% | Added |
| Strata Wealth Advisors, LLC | 1,179 | $200.5K | 0.08% | +1,179 | New |
| Sentinel Pension Advisors Inc | 1,183 | $201.2K | 0.05% | +1,183 | New |
| Prairiewood Capital, LLC | 1,187 | $201.9K | 0.10% | +1,187 | New |
| Avion Wealth | 1,186 | $202.0K | 0.06% | −1,602−57.5% | Reduced |
| Creekmur Asset Management LLC | 1,188 | $202.1K | 0.06% | +1,188 | New |
| SMART Wealth LLC | 1,191 | $202.6K | 0.11% | +1,191 | New |
| Hanover Advisors Inc | 1,192 | $202.8K | 0.10% | +1,192 | New |
| jvl associates llc | 1,196 | $203.4K | 0.09% | +1,196 | New |
| Valued Retirements, Inc. | 1,196 | $203.5K | 0.35% | +1,196 | New |
| Flaharty Asset Management, LLC | 1,198 | $203.8K | 0.03% | +109+10.0% | Added |
| CMT Capital Markets Trading GmbH | 1,200 | $204.0K | 0.14% | −50,800−97.7% | Reduced |
| San Luis Wealth Advisors LLC | 1,202 | $204.0K | 0.09% | +1,202 | New |
| Satovsky Asset Management LLC | 1,199 | $204.0K | 0.06% | +1,199 | New |
| Keeler & Nadler Financial Planning & Wealth Management | 1,204 | $204.9K | 0.15% | +1,204 | New |
| Afg Fiduciary Services Limited Partnership | 1,192 | $205.0K | 0.17% | +1,192 | New |
| Dodds Wealth, LLC | 1,206 | $205.1K | 0.11% | +1,206 | New |
| Paradigm, Strategies in Wealth Management, LLC | 1,209 | $205.7K | 0.14% | +1,209 | New |
| Baker Boyer National Bank | 1,210 | $205.8K | 0.08% | +1,210 | New |
| MUFG Securities EMEA plc | 1,210 | $205.8K | 0.02% | +1,121+1,259.6% | Added |
| ETF Store, Inc. | 1,216 | $206.9K | 0.13% | +1,216 | New |
| Kuhn & Co Investment Counsel | 1,222 | $207.9K | 0.21% | +1,222 | New |
| FMB Wealth Management | 1,228 | $209.0K | 0.19% | +1,228 | New |
| Financial Connections Group, Inc. | 1,231 | $209.0K | 0.14% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,236 | $210.2K | 0.08% | +1,236 | New |
| Hanlon Investment Management, Inc. | 1,238 | $210.6K | 0.07% | −184−12.9% | Reduced |
| Genesee Capital Advisors, LLC | 1,241 | $211.0K | 0.13% | +1,241 | New |
| Clear Point Advisors Inc. | 1,244 | $211.6K | 0.19% | +1,244 | New |
| Hubbell Strickland Wealth Management, LLC | 1,246 | $211.9K | 0.12% | +1,246 | New |
| G2 Capital Management, LLC | 1,246 | $211.9K | 0.07% | +1,246 | New |
| Fusion Family Wealth LLC | 1,250 | $212.6K | 0.02% | +1,250 | New |
| 4J Wealth Management LLC | 1,252 | $213.0K | 0.19% | +1,252 | New |
| Blue Barn Wealth, LLC | 1,254 | $213.3K | 0.13% | −477−27.6% | Reduced |
| FinDec Wealth Services, Inc. | 1,255 | $213.5K | 0.14% | +1,255 | New |
| Crane Advisory, LLC | 1,240 | $213.6K | 0.05% | +1,240 | New |
| Abound Wealth Management | 1,264 | $215.0K | 0.09% | +73+6.1% | Added |
| Plotkin Financial Advisors, LLC | 1,264 | $215.0K | 0.16% | +1,264 | New |
| Bensler, LLC | 1,266 | $215.3K | 0.04% | −268−17.5% | Reduced |
| Prentiss Smith & Co Inc | 1,269 | $215.9K | 0.16% | −600−32.1% | Reduced |
| Horizon Investment Services, LLC | 1,271 | $216.3K | 0.12% | +1,271 | New |
| West Wealth Group, LLC | 1,272 | $216.3K | 0.09% | +1,272 | New |
| Joseph P. Lucia & Associates, LLC | 1,272 | $216.4K | 0.13% | −170−11.8% | Reduced |
| Planning Alternatives Ltd | 1,276 | $217.0K | 0.04% | +1,276 | New |
| Scott Capital Advisors, LLC | 1,279 | $217.5K | 0.07% | +1,279 | New |
| Alamar Capital Management, LLC | 1,280 | $217.7K | 0.17% | +1,280 | New |
| NDVR, Inc. | 1,280 | $217.7K | 0.26% | +1,280 | New |
| Capital Counsel LLC | 1,284 | $218.4K | 0.01% | −410−24.2% | Reduced |
| Northern Capital Management, Inc. | 1,287 | $218.9K | 0.20% | −980−43.2% | Reduced |
| Redwood Financial Network Corp | 1,288 | $219.1K | 0.21% | +1,288 | New |
| AJOVista, LLC | 1,291 | $219.6K | 0.28% | +1,291 | New |
| Dentgroup LLC | 1,292 | $219.8K | 0.20% | −267−17.1% | Reduced |
| Oxbow Advisors, LLC | 1,300 | $221.1K | 0.03% | +1,300 | New |
| Edmp, Inc. | 1,301 | $221.3K | 0.20% | +1,301 | New |
| Northwest Capital Management Inc | 1,304 | $221.8K | 0.07% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 1,305 | $222.0K | 0.10% | +1,305 | New |
| Coston, McIsaac & Partners | 1,310 | $222.0K | 0.08% | +44+3.5% | Added |
| Sterling Financial Planning, Inc. | 1,306 | $222.2K | 0.10% | −150−10.3% | Reduced |
| Valtinson Bruner Financial Planning LLC | 1,307 | $222.3K | 0.11% | −236−15.3% | Reduced |
| Centennial Wealth Advisory LLC | 1,308 | $222.5K | 0.11% | −88−6.3% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,310 | $222.8K | 0.13% | +1,310 | New |
| Tilson Financial Group, Inc. | 1,311 | $223.0K | 0.14% | +1,311 | New |
| Asset Allocation Strategies LLC | 1,313 | $223.3K | 0.09% | +1,313 | New |
| Eaton-Cambridge Inc. | 1,316 | $223.9K | 0.14% | +1,316 | New |
| Rather & Kittrell, Inc. | 1,327 | $225.7K | 0.08% | +1,327 | New |
| Sterling Investment Management, Inc. | 1,330 | $226.2K | 0.17% | +1,330 | New |
| Fortress Wealth Management, Inc. | 1,330 | $226.2K | 0.12% | +1,330 | New |
| Cadent Capital Advisors, LLC | 1,331 | $226.5K | 0.11% | +1,331 | New |
| Aspect Partners, LLC | 1,333 | $226.7K | 0.15% | +1,333 | New |
| Arrowroot Family Office, LLC | 1,340 | $227.9K | 0.16% | −42−3.0% | Reduced |
| Peak Financial Management, Inc. | 1,340 | $227.9K | 0.08% | +1,340 | New |
| Halbert Hargrove Global Advisors, LLC | 1,341 | $228.1K | 0.02% | +1,341 | New |
| Elite Life Management LLC | 1,346 | $228.9K | 1.37% | +1,346 | New |
| RAM Investment Partners, LLC | 1,346 | $229.0K | 0.08% | +1,346 | New |