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 |
|---|---|---|---|---|---|
| Private Capital Advisors, Inc. | 1,600 | $272.0K | 0.04% | 00.0% | Unchanged |
| Sonoma Private Wealth LLC | 1,600 | $272.2K | 0.45% | −79−4.7% | Reduced |
| Lifestyle Asset Management, Inc. | 1,602 | $272.5K | 0.15% | −117−6.8% | Reduced |
| Saturna Capital CORP | 1,608 | $273.5K | 0.00% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 1,608 | $273.5K | 0.28% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,610 | $273.9K | 0.11% | −96−5.6% | Reduced |
| Maripau Wealth Management LLC | 1,611 | $274.0K | 0.24% | +65+4.2% | Added |
| Worth Asset Management, LLC | 1,611 | $274.0K | 0.20% | +1,611 | New |
| Petix & Botte Co | 1,616 | $274.9K | 0.08% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 1,619 | $275.4K | 0.01% | +1,619 | New |
| Insight Wealth Partners, LLC | 1,620 | $275.6K | 0.21% | +1,620 | New |
| Jacobson & Schmitt Advisors, LLC | 1,624 | $276.2K | 0.07% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,625 | $276.4K | 0.22% | 00.0% | Unchanged |
| XY Capital Ltd | 1,628 | $276.9K | 0.28% | +1,628 | New |
| Manchester Financial Inc | 1,629 | $277.1K | 0.08% | −18−1.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,629 | $277.2K | 0.15% | −78−4.6% | Reduced |
| Power Wealth Management LLC | 1,636 | $278.3K | 0.20% | +1,636 | New |
| Matthew Goff Investment Advisor, LLC | 1,640 | $278.9K | 0.06% | 00.0% | Unchanged |
| Unio Capital LLC | 1,649 | $280.5K | 0.14% | +164+11.0% | Added |
| Client 1st Advisory Group, LLC | 1,650 | $280.7K | 0.14% | 00.0% | Unchanged |
| Rebalance, LLC | 1,650 | $280.7K | 0.02% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 1,650 | $280.7K | 0.74% | +45+2.8% | Added |
| East Coast Asset Management, LLC. | 1,656 | $281.7K | 0.12% | 00.0% | Unchanged |
| CapitalatWork S.A. | – | $282.0K | 0.01% | – | New |
| Red Lighthouse Investment Management, LLC | 1,658 | $282.0K | 0.12% | +31+1.9% | Added |
| Sterling Financial Group, Inc. | 1,659 | $282.2K | 0.17% | +242+17.1% | Added |
| WCM Investment Management, LLC | 1,659 | $282.5K | 0.00% | +1,659 | New |
| Mustard Seed Financial, LLC | 1,663 | $282.8K | 0.32% | +1,663 | New |
| Morling Financial Advisors, LLC | 1,663 | $282.9K | 0.23% | +15+0.9% | Added |
| American Financial Advisors, LLC | 1,667 | $283.6K | 0.04% | +12+0.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 1,668 | $284.0K | 0.14% | −5−0.3% | Reduced |
| MBE Wealth Management, LLC | 1,672 | $284.3K | 0.15% | +117+7.5% | Added |
| Ade, LLC | 1,692 | $287.7K | 0.20% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,697 | $288.7K | 0.06% | −629−27.0% | Reduced |
| Lecap Asset Management Ltd | 1,697 | $288.7K | 0.11% | +1,697 | New |
| Bluefin Capital Management, LLC | 1,700 | $289.5K | 0.03% | −500−22.7% | Reduced |
| Better Money Decisions, LLC | 1,703 | $289.7K | 0.24% | +93+5.8% | Added |
| Annapolis Financial Services, LLC | 1,704 | $289.9K | 0.07% | −26−1.5% | Reduced |
| Tobam | 1,703 | $290.0K | 0.03% | +1,576+1,240.9% | Added |
| Lakeside Advisors, INC. | 1,705 | $290.0K | 0.20% | +1+0.1% | Added |
| Asset Management Group, Inc. | 1,706 | $290.2K | 0.06% | +12+0.7% | Added |
| Oxinas Partners Wealth Management LLC | 1,708 | $290.5K | 0.21% | +13+0.8% | Added |
| Advanced Research Investment Solutions, LLC | 1,708 | $290.5K | 0.18% | +262+18.1% | Added |
| Family Asset Management, LLC | 1,710 | $290.8K | 0.19% | +200+13.2% | Added |
| Detalus Advisors, LLC | 1,714 | $291.5K | 0.12% | +79+4.8% | Added |
| Core Wealth Advisors, Inc. | 1,714 | $291.6K | 0.11% | +722+72.8% | Added |
| Ledgewood Wealth Advisors, LLC | 1,714 | $291.6K | 0.27% | +1,714 | New |
| Washburn Capital Management, Inc. | 1,718 | $292.2K | 0.22% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 1,722 | $292.9K | 0.14% | +48+2.9% | Added |
| Rockbridge Investment Management, LCC | 1,723 | $293.1K | 0.04% | −40−2.3% | Reduced |
| Hill Island Financial LLC | 1,726 | $293.6K | 0.10% | +1,726 | New |
| Capital Planning LLC | 1,730 | $294.3K | 0.10% | −15−0.9% | Reduced |
| Baron Financial Group, LLC | 1,730 | $294.3K | 0.19% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,735 | $295.2K | 0.10% | −217−11.1% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,736 | $295.3K | 0.25% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,740 | $296.0K | 0.18% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 1,753 | $296.3K | 0.23% | −2,167−55.3% | Reduced |
| Monument Group Wealth Advisors, LLC | 1,743 | $296.5K | 0.25% | +1,743 | New |
| Capital Performance Advisors LLP | 1,747 | $297.2K | 0.13% | +42+2.5% | Added |
| Rise Advisors, LLC | 1,748 | $297.4K | 0.21% | +474+37.2% | Added |
| David J Yvars Group | 1,757 | $298.9K | 0.24% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 1,762 | $299.7K | 0.20% | +1,762 | New |
| Smallwood Wealth Investment Management, LLC | 1,767 | $300.6K | 0.25% | +150+9.3% | Added |
| Lewis Asset Management, LLC | 1,770 | $301.1K | 0.28% | +1,770 | New |
| Halter Ferguson Financial Inc. | 1,771 | $301.2K | 0.19% | +1,771 | New |
| Gimbal Financial | 1,774 | $301.8K | 0.30% | +1,774 | New |
| Argonautica Private Wealth Management, Inc | 1,774 | $301.8K | 0.12% | −1−0.1% | Reduced |
| Legacy Financial Group, Inc. | 1,774 | $301.8K | 0.13% | +85+5.0% | Added |
| Widmann Financial Services, Inc. | 1,775 | $301.8K | 0.27% | +1,775 | New |
| One Wealth Management Investment & Advisory Services, LLC | 1,775 | $301.9K | 0.13% | +1,775 | New |
| Lazard Freres Gestion S.A.S. | 1,775 | $302.0K | 0.01% | +1,775 | New |
| Cambridge Financial Group, LLC | 1,778 | $302.5K | 0.16% | +1,778 | New |
| Sage Capital Management, LLC | 1,780 | $302.8K | 0.18% | +1,780 | New |
| Arlington Partners LLC | 1,781 | $302.9K | 0.09% | −1,047−37.0% | Reduced |
| Beacon Capital Management, LLC | 2,091 | $303.3K | 0.09% | +10.0% | Added |
| Emergent Wealth Advisors, LLC | 1,783 | $303.3K | 0.28% | +1,783 | New |
| Traction Financial Partners, LLC | 1,786 | $303.8K | 0.20% | +1,786 | New |
| Sage Financial Management Group, Inc. | 1,787 | $304.0K | 0.16% | +1,787 | New |
| Cherry Creek Investment Advisors, Inc. | 1,794 | $305.2K | 0.19% | +13+0.7% | Added |
| IronBridge Private Wealth, LLC | 1,794 | $305.2K | 0.15% | +146+8.9% | Added |
| Financial Advisors Network, Inc. | 1,810 | $307.9K | 0.06% | −360−16.6% | Reduced |
| Flynn Zito Capital Management, LLC | 1,811 | $308.1K | 0.21% | +74+4.3% | Added |
| Ameraudi Asset Management, Inc. | 1,816 | $308.9K | 0.14% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 1,819 | $309.4K | 0.11% | −15−0.8% | Reduced |
| Vista Private Wealth Partners. LLC | 1,803 | $309.8K | 0.17% | −292−13.9% | Reduced |
| Guardian Asset Advisors, LLC | 1,822 | $309.9K | 0.29% | +1,822 | New |
| Atwater Malick LLC | 1,823 | $310.1K | 0.12% | +1,823 | New |
| Gratus Wealth Advisors, LLC | 1,823 | $310.2K | 0.06% | +1,823 | New |
| Alpine Global Management, LLC | 1,831 | $311.5K | 0.09% | +1,831 | New |
| Smith Shellnut Wilson LLC | 1,832 | $311.6K | 0.18% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 1,835 | $312.1K | 0.18% | +26+1.4% | Added |
| Old North State Wealth Management, LLC | 1,835 | $312.7K | 0.23% | +279+17.9% | Added |
| Raymond James Trust Co. of NH | 1,843 | $313.5K | 3.51% | −49−2.6% | Reduced |
| Paragon Private Wealth Management, LLC | 1,844 | $313.7K | 0.22% | +1,844 | New |
| HFR Wealth Management, LLC | 1,845 | $314.0K | 0.09% | 00.0% | Unchanged |
| Schiavi & Co LLC | 1,847 | $314.2K | 0.13% | 00.0% | Unchanged |
| Defender Capital, LLC. | 1,849 | $314.5K | 0.11% | −8−0.4% | Reduced |
| Motive Wealth Advisors | 1,851 | $314.9K | 0.36% | −639−25.7% | Reduced |
| Columbus Macro, LLC | 1,860 | $316.5K | 0.12% | −41−2.2% | Reduced |
| TMD Wealth Management, LLC | 1,862 | $316.7K | 0.08% | 00.0% | Unchanged |