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 |
|---|---|---|---|---|---|
| Capital Management Associates, Inc | 2,147 | $365.3K | 0.33% | +2,147 | New |
| Boothbay Fund Management, LLC | 2,148 | $365.4K | 0.01% | +2,148 | New |
| Pennsylvania Capital Management Inc | 2,154 | $366.5K | 0.15% | −591−21.5% | Reduced |
| Freedom Day Solutions, LLC | 2,164 | $368.0K | 0.14% | +150+7.4% | Added |
| Morse Asset Management, Inc | 2,164 | $368.0K | 0.11% | +707+48.5% | Added |
| Exeter Financial, LLC | 2,158 | $368.3K | 0.18% | +130+6.4% | Added |
| Waterford Advisors, LLC | 2,167 | $368.6K | 0.17% | +50+2.4% | Added |
| Simplicity Wealth,LLC | 2,172 | $369.5K | 0.14% | +2,172 | New |
| Act Wealth Management, LLC | 2,173 | $369.6K | 0.20% | −11−0.5% | Reduced |
| Dupree Financial Group, LLC | 2,173 | $369.6K | 0.18% | +2,173 | New |
| Interchange Capital Partners, LLC | 2,176 | $370.1K | 0.28% | −696−24.2% | Reduced |
| Intelligence Driven Advisers, LLC | 2,126 | $370.7K | 0.06% | +126+6.3% | Added |
| Hillsdale Investment Management Inc. | 2,180 | $370.8K | 0.03% | +400+22.5% | Added |
| Global Strategic Investment Solutions, LLC | 2,184 | $371.5K | 0.05% | +132+6.4% | Added |
| MGO Private Wealth, LLC | 2,185 | $371.7K | 0.26% | +41+1.9% | Added |
| New World Advisors LLC | 2,191 | $372.7K | 0.11% | +17+0.8% | Added |
| Summit Wealth Group, LLC | 2,190 | $373.0K | 0.29% | −174−7.4% | Reduced |
| Darwin Advisors, LLC | 2,194 | $373.2K | 0.10% | −130−5.6% | Reduced |
| Compton Financial Group, LLC | 2,195 | $373.4K | 0.13% | +30+1.4% | Added |
| One River Asset Management, LLC | 2,196 | $373.5K | 0.11% | −32,842−93.7% | Reduced |
| Cultivar Capital, Inc. | 2,200 | $374.2K | 0.33% | +2,200 | New |
| Knuff & Co LLC | 2,202 | $374.6K | 0.14% | +200+10.0% | Added |
| Hutchinson Capital Management | 2,206 | $375.2K | 0.08% | −60−2.6% | Reduced |
| Sensible Money, LLC | 2,210 | $375.9K | 0.23% | −14−0.6% | Reduced |
| Gitterman Wealth Management, LLC | 2,213 | $376.4K | 0.17% | −897−28.8% | Reduced |
| Marshall Financial Group Inc | 2,222 | $377.9K | 0.13% | +17+0.8% | Added |
| RWM Asset Management, LLC | 2,205 | $378.0K | 0.07% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 2,225 | $378.5K | 0.17% | +2,225 | New |
| Alterna Wealth Management, Inc | 2,238 | $380.7K | 0.46% | 00.0% | Unchanged |
| Garner Asset Management Corp | 2,192 | $380.9K | 0.19% | −214−8.9% | Reduced |
| Granite FO LLC | 2,241 | $381.2K | 0.26% | −119−5.0% | Reduced |
| Strategic Investment Solutions, Inc. | 2,251 | $382.8K | 0.07% | −87,111−97.5% | Reduced |
| CapWealth Advisors, LLC | 2,252 | $383.1K | 0.05% | −4,063−64.3% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 2,254 | $383.4K | 0.19% | −36−1.6% | Reduced |
| Clay Northam Wealth Management, LLC | 2,257 | $383.9K | 0.34% | +16+0.7% | Added |
| Intrinsic Value Partners, LLC | 2,257 | $383.9K | 0.45% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,266 | $385.5K | 0.17% | +304+15.5% | Added |
| Richwood Investment Advisors, LLC | 2,268 | $385.8K | 0.36% | +205+9.9% | Added |
| Builder Investment Group Inc | 2,270 | $386.1K | 0.14% | −100−4.2% | Reduced |
| Security National Bank of Sioux City Iowa | 2,273 | $386.6K | 0.29% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,210 | $387.0K | 0.01% | +325+17.2% | Added |
| EdgeRock Capital LLC | 2,220 | $388.0K | 0.28% | +243+12.3% | Added |
| Rational Advisors LLC | 2,284 | $388.5K | 0.04% | −3,598−61.2% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 2,285 | $388.6K | 0.19% | +271+13.5% | Added |
| Horizon Bancorp Inc | 2,288 | $389.0K | 0.19% | +68+3.1% | Added |
| BEAM Asset Management, LLC | 2,294 | $390.2K | 0.25% | −66−2.8% | Reduced |
| Somerville Kurt F | 2,294 | $390.2K | 0.07% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2,294 | $390.2K | 0.19% | +2,294 | New |
| J.Safra Asset Management Corp | 2,296 | $390.6K | 0.05% | +39+1.7% | Added |
| Bernardo Wealth Planning LLC | 2,298 | $390.8K | 0.12% | +54+2.4% | Added |
| Zevin Asset Management LLC | 2,304 | $392.0K | 0.07% | +205+9.8% | Added |
| C M Bidwell & Associates Ltd | 2,306 | $392.3K | 0.29% | +14+0.6% | Added |
| JMG Financial Group, Ltd. | 2,315 | $393.8K | 0.02% | +530+29.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,314 | $394.0K | 0.00% | +2,314 | New |
| Trust Co of Oklahoma | 2,321 | $394.8K | 0.15% | −800−25.6% | Reduced |
| Pine Harbor Wealth Management, LLC | 2,322 | $395.0K | 0.30% | +2,322 | New |
| Tacita Capital Inc | 2,332 | $396.7K | 0.29% | +12+0.5% | Added |
| SJS Investment Consulting Inc. | 2,334 | $397.0K | 0.09% | −157−6.3% | Reduced |
| Roble, Belko & Company, Inc | 2,342 | $398.0K | 0.07% | +838+55.7% | Added |
| Wilson & Boucher Capital Management, LLC | 2,340 | $398.1K | 0.34% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,343 | $398.5K | 0.19% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 2,347 | $399.2K | 0.18% | −68−2.8% | Reduced |
| Foundation Wealth Management, LLC | 2,347 | $399.3K | 0.36% | −73−3.0% | Reduced |
| Navis Wealth Advisors, LLC | 2,349 | $399.6K | 0.52% | +22+0.9% | Added |
| Milestone Asset Management, LLC | 2,353 | $400.3K | 0.13% | −16−0.7% | Reduced |
| McGowan Group Asset Management, Inc. | 2,353 | $400.3K | 0.06% | −22−0.9% | Reduced |
| TAGStone Capital, Inc. | 2,359 | $401.0K | 0.26% | +16+0.7% | Added |
| Wealthgate Family Office, LLC | 2,360 | $401.4K | 1.11% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 2,360 | $401.5K | 0.25% | −115−4.6% | Reduced |
| Custom Index Systems, LLC | 2,362 | $401.8K | 0.25% | +2,362 | New |
| Solano Wealth Management, Inc. | 2,363 | $402.0K | 0.24% | +2,363 | New |
| Financial Enhancement Group LLC | 2,413 | $403.2K | 0.07% | +2,413 | New |
| Penn Davis McFarland Inc | 2,373 | $403.6K | 0.07% | +23+1.0% | Added |
| Lloyd Advisory Services, LLC. | 2,375 | $404.0K | 0.19% | +2,375 | New |
| Indie Asset Partners, LLC | 2,378 | $404.6K | 0.37% | −62−2.5% | Reduced |
| Machina Capital S.A.S. | 2,380 | $404.8K | 0.26% | +2,380 | New |
| VCI Wealth Management LLC | 2,384 | $405.6K | 0.25% | +2,384 | New |
| Francis Financial, Inc. | 2,386 | $405.8K | 0.17% | +2,386 | New |
| Tucker Asset Management LLC | 2,386 | $405.9K | 0.10% | +225+10.4% | Added |
| SilverOak Wealth Management LLC | 2,386 | $405.9K | 0.11% | +2,386 | New |
| Truvestments Capital LLC | 2,388 | $406.1K | 0.18% | −6−0.3% | Reduced |
| Fox Run Management, L.L.C. | 2,389 | $406.4K | 0.10% | +2,389 | New |
| Goepper Burkhardt LLC | 2,335 | $408.7K | 0.20% | −101−4.1% | Reduced |
| BIP Wealth, LLC | 2,408 | $409.6K | 0.03% | −261−9.8% | Reduced |
| SP Asset Management LLC | 2,408 | $409.7K | 0.04% | +9+0.4% | Added |
| Kraematon Investment Advisors, Inc | 2,409 | $409.8K | 0.45% | 00.0% | Unchanged |
| Jacobs & Co | 2,424 | $412.0K | 0.05% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,426 | $412.7K | 0.14% | −47−1.9% | Reduced |
| Greenfield Seitz Capital Management, LLC | 2,431 | $413.5K | 0.16% | +2,431 | New |
| Dogwood Wealth Management LLC | 2,433 | $413.9K | 0.32% | +2,433 | New |
| KFA Private Wealth Group, LLC | 2,434 | $414.0K | 0.15% | +534+28.1% | Added |
| Hobbs Group Advisors, LLC | 2,435 | $414.2K | 0.18% | +2,435 | New |
| Teamwork Financial Advisors, LLC | 2,435 | $414.3K | 0.07% | −115−4.5% | Reduced |
| Atticus Wealth Management, LLC | 2,440 | $415.0K | 0.15% | +35+1.5% | Added |
| Godsey & Gibb Associates | 2,443 | $415.6K | 0.05% | −245−9.1% | Reduced |
| Covey Capital Advisors, LLC | 2,450 | $416.7K | 0.53% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 2,458 | $418.1K | 0.18% | +157+6.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,458 | $418.1K | 0.18% | +500+25.5% | Added |
| Marotta Asset Management | 2,460 | $418.4K | 0.09% | 00.0% | Unchanged |
| Solitude Financial Services | 2,460 | $418.4K | 0.23% | +80+3.4% | Added |