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 |
|---|---|---|---|---|---|
| Revisor Wealth Management LLC | 1,348 | $229.3K | 0.26% | +1,348 | New |
| Corbyn Investment Management Inc | 1,349 | $229.5K | 0.11% | +1,349 | New |
| Kennedy Capital Management, Inc. | 1,350 | $229.6K | 0.01% | +1,350 | New |
| Renaissance Investment Group LLC | 1,355 | $230.5K | 0.06% | +1,355 | New |
| Western Pacific Wealth Management, LP | 1,356 | $230.7K | 0.17% | −330−19.6% | Reduced |
| Fermata Advisors, LLC | 1,357 | $230.9K | 0.06% | −47−3.3% | Reduced |
| Blue Investment Partners LLC | 1,358 | $231.0K | 0.15% | +1,358 | New |
| Golden Road Advisors LLC | 1,359 | $231.2K | 0.22% | +1,359 | New |
| D. Scott Neal, Inc. | 1,360 | $231.3K | 0.21% | +1,360 | New |
| Willis Johnson & Associates, Inc. | 1,363 | $231.8K | 0.02% | +1,363 | New |
| Ascension Capital Advisors, Inc. | 1,363 | $231.8K | 0.15% | −26−1.9% | Reduced |
| Modern Wealth Management, LLC | 1,364 | $232.0K | 0.03% | +1,364 | New |
| Keystone Financial Planning, Inc. | 1,366 | $232.4K | 0.08% | −47−3.3% | Reduced |
| Values Added Financial LLC | 1,373 | $233.5K | 0.19% | +1,373 | New |
| First Wilshire Securities Management Inc | 1,374 | $234.0K | 0.08% | −345−20.1% | Reduced |
| White Lighthouse Investment Management Inc. | 1,378 | $234.4K | 0.05% | +1,378 | New |
| Bank Pictet & Cie (Asia) Ltd | 1,380 | $234.7K | 0.06% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 1,382 | $235.1K | 0.03% | +1,382 | New |
| American Institute for Advanced Investment Management, LLP | 1,383 | $235.2K | 0.21% | −145−9.5% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,384 | $235.5K | 0.18% | +5+0.4% | Added |
| Sicart Associates LLC | 1,385 | $235.6K | 0.09% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 1,394 | $237.1K | 0.22% | +1,394 | New |
| Wick Capital Partners, LLC | 1,405 | $238.9K | 0.10% | +1,405 | New |
| Verity Asset Management, Inc. | 1,408 | $239.5K | 0.15% | +1,408 | New |
| KWMG, LLC | 1,413 | $240.4K | 0.03% | −51−3.5% | Reduced |
| Lountzis Asset Management, LLC | 1,415 | $240.7K | 0.13% | +1,415 | New |
| Independent Wealth Network Inc. | 1,417 | $241.1K | 0.13% | −22−1.5% | Reduced |
| D.B. Root & Company, LLC | 1,419 | $241.4K | 0.09% | +1,419 | New |
| Asset Management Resources, LLC | 1,423 | $242.1K | 0.14% | −308−17.8% | Reduced |
| Significant Wealth Partners LLC | 1,424 | $242.2K | 0.18% | +1,424 | New |
| Empirical Asset Management, LLC | 1,424 | $242.3K | 0.20% | +4+0.3% | Added |
| Peterson Wealth Advisors, LLC | 1,431 | $243.5K | 0.06% | +8+0.6% | Added |
| Gibson Capital, LLC | 1,432 | $243.6K | 0.06% | +216+17.8% | Added |
| FFT Wealth Management LLC | 1,433 | $243.8K | 0.02% | +1,433 | New |
| DB Wealth Management Group, LLC | 1,439 | $244.8K | 0.14% | +1+0.1% | Added |
| Paragon Capital Management LLC | 1,442 | $245.3K | 0.14% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,443 | $245.4K | 0.10% | +106+7.9% | Added |
| Cannon Financial Strategists, Inc. | 1,445 | $245.8K | 0.05% | +1,445 | New |
| Private Ocean, LLC | 1,446 | $246.0K | 0.02% | +40+2.8% | Added |
| Silverberg Bernstein Capital Management LLC | 1,449 | $246.5K | 0.24% | +1,449 | New |
| Basso Capital Management, L.P. | 1,451 | $246.8K | 0.26% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,452 | $247.0K | 0.14% | −45−3.0% | Reduced |
| Encompass More Asset Management | 1,452 | $247.0K | 0.28% | +1,452 | New |
| Opus Capital Group, LLC | 1,455 | $247.0K | 0.04% | −403−21.7% | Reduced |
| Flower City Capital | 1,458 | $248.0K | 0.18% | −3−0.2% | Reduced |
| AlphaMark Advisors, LLC | 1,465 | $249.0K | 0.09% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 1,464 | $249.0K | 0.13% | +1,464 | New |
| Lokken Investment Group LLC | 1,465 | $249.2K | 0.14% | −27−1.8% | Reduced |
| Acas, LLC | 1,475 | $250.9K | 0.29% | −5−0.3% | Reduced |
| IMZ Advisory Inc | 1,402 | $251.0K | 0.14% | +1,402 | New |
| Rain Capital Management, LLC | 1,478 | $251.4K | 0.18% | −162−9.9% | Reduced |
| Wallace Capital Management Inc. | 1,479 | $251.6K | 0.04% | −400−21.3% | Reduced |
| Family Investment Center, Inc. | 1,484 | $252.4K | 0.13% | 00.0% | Unchanged |
| Sebold Capital Management, Inc. | 1,485 | $252.5K | 0.19% | −281−15.9% | Reduced |
| OMNI 360 Wealth, Inc. | 1,487 | $252.9K | 0.24% | +1,487 | New |
| Yeomans Consulting Group, Inc. | 1,489 | $253.3K | 0.13% | +1,489 | New |
| LFA - Lugano Financial Advisors SA | 1,490 | $253.4K | 0.20% | +105+7.6% | Added |
| Capital Market Strategies LLC | 1,496 | $254.5K | 0.22% | +1+0.1% | Added |
| Trevian Wealth Management LLC | 1,502 | $255.0K | 0.20% | −160−9.6% | Reduced |
| Bourne Lent Asset Management Inc | 1,500 | $255.2K | 0.10% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 1,500 | $255.2K | 0.12% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,490 | $255.3K | 0.08% | +44+3.0% | Added |
| Quad-Cities Investment Group, LLC | 1,484 | $255.4K | 0.16% | +21+1.4% | Added |
| Keener Financial Planning LLC | 1,507 | $256.0K | 0.20% | +1,507 | New |
| Garrett Wealth Advisory Group, LLC | 1,507 | $256.4K | 0.11% | +58+4.0% | Added |
| Dravo Bay LLC | 1,508 | $256.5K | 0.17% | +1,508 | New |
| Seed Wealth Management, Inc. | 1,496 | $257.4K | 0.26% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,516 | $258.0K | 0.20% | +96+6.8% | Added |
| Beaird Harris Wealth Management, LLC | 1,521 | $258.7K | 0.03% | +94+6.6% | Added |
| Gill Capital Partners, LLC | 1,526 | $259.6K | 0.11% | +1,526 | New |
| Boyd Wealth Management, LLC | 1,527 | $259.7K | 0.16% | −150−8.9% | Reduced |
| Lipe & Dalton | 1,530 | $260.0K | 0.14% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 1,530 | $260.2K | 0.15% | +6+0.4% | Added |
| Essential Planning, LLC. | 1,534 | $260.9K | 0.13% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 1,536 | $261.3K | 0.17% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,538 | $261.6K | 0.12% | −93−5.7% | Reduced |
| Baskin Financial Services Inc. | 1,545 | $263.0K | 0.02% | +57+3.8% | Added |
| USAdvisors Wealth Management, LLC | 1,546 | $263.0K | 0.11% | +1,546 | New |
| TNF LLC | 1,529 | $264.1K | 0.10% | −141−8.4% | Reduced |
| Paragon Financial Partners, Inc. | 1,554 | $264.4K | 0.25% | −18−1.1% | Reduced |
| Yoder Wealth Management, Inc. | 1,557 | $264.8K | 0.19% | +39+2.6% | Added |
| Nova R Wealth, Inc. | 1,557 | $264.9K | 0.17% | +9+0.6% | Added |
| Mendota Financial Group, LLC | 1,561 | $265.5K | 0.21% | +1,078+223.2% | Added |
| Oak Ridge Investments LLC | 1,566 | $266.4K | 0.03% | +1,566 | New |
| Toth Financial Advisory Corp | 1,567 | $266.5K | 0.04% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,568 | $266.7K | 0.10% | +34+2.2% | Added |
| Midwest Financial Group LLC | 1,570 | $267.0K | 0.20% | +1,570 | New |
| Shira Ridge Wealth Management | 1,570 | $267.0K | 0.16% | +27+1.7% | Added |
| Gouws Capital LLC | 1,570 | $267.1K | 0.22% | −655−29.4% | Reduced |
| Arcus Capital Partners, LLC | 1,571 | $267.2K | 0.09% | −636−28.8% | Reduced |
| Able Wealth Management LLC | 1,573 | $267.6K | 0.24% | +1,573 | New |
| Chickasaw Capital Management LLC | 1,575 | $268.0K | 0.01% | +75+5.0% | Added |
| David R. Rahn & Associates Inc. | 1,576 | $268.1K | 0.11% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 1,602 | $268.3K | 0.16% | +1,602 | New |
| Lutz Financial Services LLC | 1,581 | $268.9K | 0.03% | +44+2.9% | Added |
| Ridgepath Capital Management LLC | 1,591 | $270.6K | 0.52% | +1,591 | New |
| Provenance Wealth Advisors, LLC | 1,592 | $270.8K | 0.04% | +138+9.5% | Added |
| Kendall Capital Management | 1,596 | $271.5K | 0.11% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 1,598 | $271.8K | 0.16% | −370−18.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 1,599 | $272.0K | 0.19% | −520−24.5% | Reduced |