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 |
|---|---|---|---|---|---|
| Veritas Investment Partners (UK) Ltd. | 1,862 | $317.0K | 0.01% | +1,482+390.0% | Added |
| Ruedi Wealth Management, Inc. | 1,867 | $317.6K | 0.15% | +41+2.2% | Added |
| Roth Financial Partners LLC | 1,868 | $317.7K | 0.16% | +445+31.3% | Added |
| Adams Wealth Management | 1,869 | $317.9K | 0.09% | −39−2.0% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,877 | $319.2K | 0.11% | −14−0.7% | Reduced |
| Denver Wealth Management, Inc. | 1,877 | $319.3K | 0.18% | +12+0.6% | Added |
| Waller Financial Planning Group, Inc | 1,878 | $319.4K | 0.08% | +165+9.6% | Added |
| McDonough Capital Management, Inc | 1,881 | $319.5K | 0.28% | +15+0.8% | Added |
| Riverstone Advisors, LLC | 1,879 | $319.7K | 0.21% | +300+19.0% | Added |
| Tandem Wealth Advisors LLC | 1,880 | $319.8K | 0.18% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 1,884 | $320.5K | 0.06% | +145+8.3% | Added |
| Madison Park Capital Advisors, LLC | 1,890 | $321.5K | 0.31% | +1,890 | New |
| POM Investment Strategies, LLC | 1,890 | $321.5K | 0.29% | +1,890 | New |
| Sage Capital Advisors,llc | 1,892 | $321.9K | 0.10% | +311+19.7% | Added |
| Front Street Capital Management, Inc. | 1,894 | $322.0K | 0.06% | −43−2.2% | Reduced |
| Crestone Asset Management LLC | 1,900 | $323.2K | 0.07% | −1,165−38.0% | Reduced |
| BlueChip Wealth Advisors LLC | 1,901 | $323.4K | 0.23% | +1,901 | New |
| Resource Planning Group | 1,902 | $323.5K | 0.21% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 1,903 | $323.7K | 0.22% | −45−2.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,907 | $324.5K | 0.21% | +1,907 | New |
| Kinloch Capital, LLC | 1,908 | $324.6K | 0.21% | +60+3.2% | Added |
| Redwood Wealth Management Group, LLC | 1,910 | $324.9K | 0.36% | +1+0.1% | Added |
| Northstar Advisory Group, LLC | 1,918 | $326.3K | 0.19% | −1,514−44.1% | Reduced |
| Capstone Triton Financial Group, LLC | 1,922 | $326.9K | 0.24% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,923 | $327.0K | 0.16% | −1,061−35.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,926 | $327.7K | 0.15% | +56+3.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,928 | $327.9K | 0.03% | −75−3.7% | Reduced |
| TFB Advisors LLC | 1,928 | $328.0K | 0.17% | −3,236−62.7% | Reduced |
| Campbell Wealth Management | 1,930 | $328.0K | 0.04% | −456−19.1% | Reduced |
| Vishria Bird Financial Group, LLC | 1,927 | $328.0K | 0.16% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,930 | $328.3K | 0.32% | +1,930 | New |
| Operose Advisors LLC | 1,931 | $328.5K | 0.13% | −1,340−41.0% | Reduced |
| Luken Investment Analytics, LLC | 1,932 | $328.6K | 0.18% | 00.0% | Unchanged |
| Ewa, LLC | 1,882 | $328.9K | 0.16% | +169+9.9% | Added |
| BCS Wealth Management | 1,934 | $329.0K | 0.12% | −78−3.9% | Reduced |
| Etfidea, LLC | 1,937 | $329.5K | 0.12% | +100+5.4% | Added |
| Prospect Financial Services LLC | 1,938 | $329.7K | 0.33% | +1,938 | New |
| TCP Asset Management, LLC | 1,944 | $330.7K | 0.12% | +39+2.0% | Added |
| Wealthspan Partners, LLC | 1,952 | $332.1K | 0.23% | −188−8.8% | Reduced |
| Kearns & Associates LLC | 1,960 | $333.4K | 0.28% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,964 | $334.1K | 0.15% | +1,964 | New |
| Clarkston Capital Partners, LLC | 1,966 | $334.4K | 0.01% | 00.0% | Unchanged |
| Mma Asset Management LLC | 1,968 | $334.7K | 0.18% | +1,968 | New |
| Cherrydale Wealth Management, LLC | 1,968 | $334.7K | 0.17% | +17+0.9% | Added |
| Horizon Family Wealth, Inc. | 1,969 | $335.1K | 0.28% | +14+0.7% | Added |
| Versant Capital Management, Inc | 1,972 | $335.4K | 0.10% | −77−3.8% | Reduced |
| DAGCO, Inc. | 1,972 | $335.4K | 0.31% | −160−7.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,972 | $335.4K | 0.31% | +1,972 | New |
| One Day In July LLC | 1,974 | $335.8K | 0.05% | −60−2.9% | Reduced |
| REAP Financial Group, LLC | 1,975 | $335.9K | 0.10% | +1,975 | New |
| Warwick Investment Management, Inc. | 1,977 | $336.2K | 0.10% | +461+30.4% | Added |
| Compass Financial Group, INC | 1,977 | $336.2K | 0.09% | +7+0.4% | Added |
| Riversedge Advisors, LLC | 1,982 | $337.2K | 0.09% | +282+16.6% | Added |
| Palo Alto Wealth Advisors, LLC | 1,983 | $337.3K | 0.26% | +19+1.0% | Added |
| Obsidian Personal Planning Solutions LLC | 1,994 | $339.2K | 0.26% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 2,000 | $340.2K | 0.39% | −500−20.0% | Reduced |
| Sollinda Capital Management LLC | 2,004 | $340.9K | 0.10% | +2,004 | New |
| Schneider Downs Wealth Management Advisors, LP | 2,005 | $341.1K | 0.09% | +2,005 | New |
| Lakewood Asset Management LLC | 2,012 | $342.3K | 0.27% | −226−10.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,018 | $343.3K | 0.07% | +22+1.1% | Added |
| Chelsea Counsel Co | 2,019 | $343.4K | 0.18% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,022 | $343.9K | 0.07% | −5−0.2% | Reduced |
| WorthPointe, LLC | 2,039 | $346.8K | 0.18% | −648−24.1% | Reduced |
| Shikiar Asset Management Inc | 2,040 | $347.0K | 0.11% | −23−1.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 2,040 | $347.0K | 0.12% | 00.0% | Unchanged |
| Elequin Capital LP | 2,040 | $347.0K | 0.10% | +398+24.2% | Added |
| Encompass Wealth Advisors, LLC | 2,041 | $347.2K | 0.10% | +53+2.7% | Added |
| Norwood Financial Corp | 2,048 | $348.4K | 0.53% | −25−1.2% | Reduced |
| Inspire Advisors, LLC | 2,049 | $348.4K | 0.05% | −103−4.8% | Reduced |
| First Pacific Financial | 2,051 | $348.9K | 0.11% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 2,055 | $349.5K | 0.17% | +2,055 | New |
| Rice Hall James & Associates, LLC | 2,058 | $350.1K | 0.02% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 2,066 | $351.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,068 | $351.8K | 0.07% | 00.0% | Unchanged |
| American Planning Services, Inc. | 2,069 | $352.0K | 0.27% | +200+10.7% | Added |
| Sykon Capital LLC | 2,071 | $352.3K | 0.14% | −48−2.3% | Reduced |
| Arbor Investment Advisors, LLC | 2,074 | $352.7K | 0.06% | −482−18.9% | Reduced |
| Verus Financial Partners, Inc. | 2,048 | $352.8K | 0.04% | −21−1.0% | Reduced |
| Clean Yield Group | 2,078 | $353.5K | 0.15% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 2,080 | $353.8K | 0.09% | −2,608−55.6% | Reduced |
| Sherbrooke Park Advisers LLC | 2,081 | $354.0K | 0.17% | +397+23.6% | Added |
| Sprinkle Financial Consultants LLC | 2,082 | $354.2K | 0.36% | +2,082 | New |
| Mezzasalma Advisors, LLC | 2,088 | $355.2K | 0.19% | −63−2.9% | Reduced |
| Beacon Investment Advisors LLC | 2,089 | $355.3K | 0.23% | +136+7.0% | Added |
| Catalyst Private Wealth, LLC | 2,091 | $355.7K | 0.17% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 2,063 | $355.7K | 0.21% | +2,063 | New |
| Burton Enright Welch | 2,093 | $356.1K | 0.10% | +224+12.0% | Added |
| Axiom Financial Strategies, LLC | 2,100 | $357.2K | 0.23% | +75+3.7% | Added |
| Covestor Ltd | 2,097 | $358.0K | 0.25% | +428+25.6% | Added |
| Riverview Capital Advisers, LLC | 2,105 | $358.1K | 0.14% | +451+27.3% | Added |
| Level Financial Advisors, Inc. | 2,106 | $358.2K | 0.18% | −88−4.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 2,108 | $358.6K | 0.32% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,112 | $359.3K | 0.44% | −228−9.7% | Reduced |
| Squire Investment Management Company, LLC | 2,117 | $360.1K | 0.29% | +2,117 | New |
| Signal Advisors Wealth, LLC | 2,124 | $361.2K | 0.13% | +2,124 | New |
| Echo45 Advisors LLC | 2,129 | $362.1K | 0.28% | +376+21.4% | Added |
| Websterrogers Financial Advisors, LLC | 2,136 | $363.3K | 0.15% | −158−6.9% | Reduced |
| Kaizen Financial Strategies | 2,142 | $364.4K | 0.28% | +5+0.2% | Added |
| Safeguard Financial, LLC | 2,145 | $364.9K | 0.14% | +488+29.5% | Added |
| Willow Creek Wealth Management Inc. | 2,146 | $365.2K | 0.05% | −115−5.1% | Reduced |