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
- 4,002
- +356 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
- 459
- 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 | 5,103 | $572.1B |
| Q4 2025 | 5,155 | $639.5B |
| Q3 2025 | 4,766 | $618.0B |
| Q2 2025 | 4,753 | $582.4B |
| Q1 2025 | 4,680 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,216 | $429.4B |
| Q2 2024 | 4,182 | $416.2B |
| Q1 2024 | 4,121 | $414.5B |
| Q4 2023 | 4,002 | $351.8B |
| Q3 2023 | 3,711 | $297.0B |
| Q2 2023 | 3,673 | $297.6B |
| Q1 2023 | 3,613 | $266.3B |
| Q4 2022 | 3,629 | $278.3B |
| Q3 2022 | 3,396 | $212.9B |
| Q2 2022 | 3,428 | $229.3B |
| Q1 2022 | 3,520 | $278.9B |
| Q4 2021 | 3,595 | $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 |
|---|---|---|---|---|---|
| Solitude Financial Services | 2,460 | $418.4K | 0.23% | +80+3.4% | Added |
| Tower Wealth Partners, Inc. | 2,467 | $419.6K | 0.30% | −35−1.4% | Reduced |
| JJJ Advisors Inc. | 2,467 | $419.6K | 0.10% | +431+21.2% | Added |
| S&T Bank | 2,466 | $420.0K | 0.08% | −101−3.9% | Reduced |
| Mascoma Wealth Management LLC | 2,473 | $420.7K | 0.13% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,488 | $423.2K | 0.22% | −804−24.4% | Reduced |
| Walker Asset Management, LLC | 2,490 | $423.5K | 0.31% | +2,490 | New |
| Wedgewood Investors Inc | 2,491 | $423.7K | 0.53% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 2,488 | $423.8K | 0.07% | +288+13.1% | Added |
| Arnhold LLC | 2,492 | $423.9K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 2,500 | $425.2K | 0.00% | +28+1.1% | Added |
| Lathrop Investment Management Corp | 2,519 | $429.0K | 0.09% | +88+3.6% | Added |
| Montis Financial, LLC | 2,525 | $429.5K | 0.26% | −104−4.0% | Reduced |
| Lanham O'Dell & Company, Inc. | 2,526 | $429.6K | 0.30% | +10.0% | Added |
| America First Investment Advisors, LLC | 2,529 | $430.2K | 0.11% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 2,535 | $431.2K | 0.01% | −308−10.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,537 | $431.7K | 0.27% | +56+2.3% | Added |
| Claret Asset Management Corp | 2,539 | $432.0K | 0.08% | +24+1.0% | Added |
| Marshall Financial Group LLC | 2,546 | $433.1K | 0.14% | −59−2.3% | Reduced |
| SFG Wealth Management, LLC. | 2,557 | $434.9K | 0.29% | +3+0.1% | Added |
| Garrison Asset Management, LLC | 2,560 | $435.5K | 0.24% | +601+30.7% | Added |
| Sloy Dahl & Holst, LLC | 2,564 | $436.1K | 0.09% | −19−0.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,564 | $436.2K | 0.31% | −114−4.3% | Reduced |
| NovaPoint Capital, LLC | 2,565 | $436.3K | 0.16% | +73+2.9% | Added |
| ICW Investment Advisors LLC | 2,569 | $436.9K | 0.21% | +19+0.7% | Added |
| Dock Street Asset Management Inc | 2,570 | $437.2K | 0.07% | 00.0% | Unchanged |
| Mayport, LLC | 2,578 | $438.5K | 0.20% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 2,581 | $439.0K | 0.13% | +711+38.0% | Added |
| Saranac Partners Ltd | 2,582 | $439.2K | 0.29% | −45−1.7% | Reduced |
| Southern Capital Advisors, LLC | 2,585 | $439.6K | 0.31% | +52+2.1% | Added |
| Spotlight Asset Group, Inc. | 3,033 | $439.8K | 0.40% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 2,589 | $440.4K | 0.18% | −50−1.9% | Reduced |
| First Affirmative Financial Network | 2,594 | $441.2K | 0.35% | +80+3.2% | Added |
| Avenue 1 Advisors, LLC | 2,600 | $442.3K | 0.20% | −81−3.0% | Reduced |
| May Barnhard Investments LLC | 2,602 | $442.7K | 0.23% | +2,602 | New |
| CGC Financial Services, LLC | 2,604 | $442.9K | 0.20% | +2,070+387.6% | Added |
| Prosperity Wealth Management, Inc. | 2,606 | $443.2K | 0.29% | −485−15.7% | Reduced |
| MKT Advisors LLC | 2,577 | $444.0K | 0.29% | +40+1.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,612 | $444.3K | 0.08% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 2,615 | $444.8K | 0.03% | −689−20.9% | Reduced |
| Integrity Financial Corp | 2,622 | $445.9K | 0.32% | −268−9.3% | Reduced |
| Islay Capital Management, LLC | 2,625 | $446.5K | 0.35% | −37−1.4% | Reduced |
| Permit Capital, LLC | 2,625 | $446.5K | 0.15% | +375+16.7% | Added |
| SNS Financial Group, LLC | 2,626 | $446.7K | 0.05% | +188+7.7% | Added |
| Brown Wealth Management, LLC | 2,629 | $447.2K | 0.20% | −32−1.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 2,640 | $449.1K | 0.19% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 2,642 | $449.4K | 0.44% | +79+3.1% | Added |
| Tandem Investment Advisors, Inc. | 2,643 | $450.0K | 0.02% | −541−17.0% | Reduced |
| GW&K Investment Management, LLC | 2,653 | $451.0K | 0.00% | +71+2.7% | Added |
| Heritage Wealth Partners, LLC | 2,656 | $451.7K | 0.92% | +13+0.5% | Added |
| Peninsula Wealth, LLC | 2,656 | $451.8K | 0.09% | +39+1.5% | Added |
| Contravisory Investment Management, Inc. | 2,657 | $452.0K | 0.11% | −29−1.1% | Reduced |
| Horst & Graben Wealth Management LLC | 2,658 | $452.2K | 0.10% | +19+0.7% | Added |
| Brightwater Advisory LLC | 2,661 | $452.6K | 0.38% | +2,661 | New |
| Heritage Financial Services, LLC | 2,669 | $454.0K | 0.08% | +320+13.6% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 2,677 | $455.4K | 0.21% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,677 | $455.4K | 0.18% | +145+5.7% | Added |
| Silver Coast Investments LLC | 2,679 | $455.7K | 0.21% | +2,679 | New |
| Smith Anglin Financial, LLC | 2,681 | $456.1K | 0.05% | −21−0.8% | Reduced |
| 1858 Wealth Management, LLC | 2,689 | $457.4K | 0.43% | +2,689 | New |
| Whelan Financial | 2,692 | $457.9K | 0.21% | −70−2.5% | Reduced |
| Ocean Capital Management, LLC | 2,700 | $459.3K | 0.19% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,701 | $459.4K | 0.33% | −418−13.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 2,702 | $459.6K | 0.06% | −5−0.2% | Reduced |
| Kesler, Norman & Wride, LLC | 2,702 | $459.6K | 0.11% | +2,702 | New |
| Merriman Wealth Management, LLC | 2,702 | $459.6K | 0.02% | −518−16.1% | Reduced |
| TCWP LLC | 2,707 | $460.5K | 1.30% | −12,393−82.1% | Reduced |
| Apeiron RIA LLC | 2,715 | $461.9K | 0.14% | +322+13.5% | Added |
| USA Financial Portformulas Corp | 2,727 | $463.9K | 0.08% | +2,694+8,163.6% | Added |
| Reik & Co., LLC | 2,732 | $464.7K | 0.13% | 00.0% | Unchanged |
| Tamar Securities, LLC | 2,742 | $466.4K | 0.09% | +74+2.8% | Added |
| Thrive Capital Management, LLC | 2,746 | $467.1K | 0.25% | +521+23.4% | Added |
| Financial Freedom, LLC | 2,747 | $467.2K | 0.30% | +11+0.4% | Added |
| Sepio Capital, LP | 2,750 | $467.8K | 0.04% | +364+15.3% | Added |
| Cooper/Haims Advisors, LLC | 2,761 | $469.7K | 0.27% | −73−2.6% | Reduced |
| Summitry LLC | 2,763 | $470.0K | 0.03% | +42+1.5% | Added |
| Parkside Investments, LLC | 2,764 | $470.1K | 0.08% | +13+0.5% | Added |
| McMahon Financial Advisors, LLC | 2,767 | $470.7K | 0.13% | +2,767 | New |
| Integris Wealth Management, LLC | 2,778 | $472.5K | 0.14% | +599+27.5% | Added |
| Intergy Private Wealth, LLC | 2,779 | $472.7K | 0.20% | −191−6.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,782 | $473.1K | 0.29% | 00.0% | Unchanged |
| Sciencast Management LP | 2,782 | $473.2K | 0.26% | −8,897−76.2% | Reduced |
| Trilogy Capital Inc. | 2,787 | $474.1K | 0.03% | −77−2.7% | Reduced |
| Kure Advisory, LLC | 2,802 | $476.6K | 0.25% | +116+4.3% | Added |
| ZRC Wealth Management, LLC | 3,295 | $477.9K | 0.29% | +2,560+348.3% | Added |
| Firethorn Wealth Partners, LLC | 2,825 | $480.5K | 0.31% | +132+4.9% | Added |
| Alliance Wealth Advisors, LLC | 2,827 | $480.9K | 0.16% | −447−13.7% | Reduced |
| Moody Aldrich Partners LLC | 2,828 | $481.0K | 0.09% | +187+7.1% | Added |
| Pitti Group Wealth Management, LLC | 2,837 | $482.6K | 0.53% | −472−14.3% | Reduced |
| Alyeska Investment Group, L.P. | 2,841 | $483.3K | 0.00% | +2,841 | New |
| Vawter Financial, Ltd. | 2,842 | $483.4K | 0.38% | +468+19.7% | Added |
| Wealth Advisors of Iowa, LLC | 2,844 | $483.8K | 0.32% | +153+5.7% | Added |
| Clarity Capital Partners LLC | 2,846 | $484.1K | 0.34% | +2,846 | New |
| Marathon Trading Investment Management LLC | 2,855 | $485.6K | 0.09% | −1,459−33.8% | Reduced |
| Schoolcraft Capital LLC | 2,869 | $488.0K | 0.12% | −1,282−30.9% | Reduced |
| Greytown Advisors Inc. | 2,871 | $488.4K | 0.27% | −635−18.1% | Reduced |
| Shapiro Capital Management LLC | 2,880 | $489.9K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 2,880 | $489.9K | 0.06% | +2,880 | New |
| Westwood Wealth Management | 2,887 | $491.1K | 0.38% | −925−24.3% | Reduced |
| Bridgeworth, LLC | 2,888 | $491.2K | 0.05% | −126−4.2% | Reduced |