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 |
|---|---|---|---|---|---|
| Allen Wealth Management, LLC | 2,892 | $491.9K | 0.48% | +2,892 | New |
| Hamilton Wealth, LLC | 2,900 | $493.3K | 0.16% | +732+33.8% | Added |
| Bond & Devick Financial Network, Inc. | 2,903 | $493.8K | 0.28% | −20−0.7% | Reduced |
| Cowa, LLC | 2,905 | $494.1K | 0.31% | +246+9.3% | Added |
| Safeguard Investment Advisory Group, LLC | 2,906 | $494.5K | 0.19% | +11+0.4% | Added |
| Harrington Investments, INC | 2,915 | $495.8K | 0.31% | 00.0% | Unchanged |
| Strid Group, LLC | 2,919 | $496.5K | 0.10% | +22+0.8% | Added |
| Sequent Asset Management, LLC | 2,921 | $496.8K | 0.29% | +2+0.1% | Added |
| Paladin Advisory Group, LLC | 2,923 | $497.2K | 0.41% | −1,773−37.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,924 | $497.3K | 0.22% | +16+0.6% | Added |
| Avenir Corp | 2,924 | $497.4K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,924 | $497.4K | 0.01% | +2,924 | New |
| Magnolia Capital Management Ltd | 2,925 | $498.0K | 0.45% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 2,937 | $499.6K | 0.09% | +313+11.9% | Added |
| Jag Capital Management, LLC | 2,950 | $501.8K | 0.08% | −1,375−31.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,952 | $502.2K | 0.12% | +251+9.3% | Added |
| Consilio Wealth Advisors, LLC | 2,952 | $502.2K | 0.25% | +795+36.9% | Added |
| Braun-Bostich & Associates Inc. | 2,959 | $503.3K | 0.45% | +2,959 | New |
| Charter Research & Investment Group, Inc. | 2,976 | $506.3K | 0.42% | +30+1.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,985 | $507.7K | 0.01% | −11,170−78.9% | Reduced |
| Ackerman Capital Advisors, LLC | 2,987 | $508.1K | 0.14% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 2,988 | $508.3K | 0.08% | −257−7.9% | Reduced |
| Wellspring Financial Advisors, LLC | 2,991 | $508.8K | 0.13% | +17+0.6% | Added |
| FSA Advisors, Inc. | 2,998 | $510.0K | 0.63% | +2,998 | New |
| Pensionfund Sabic | 3,000 | $510.0K | 0.16% | +3,000 | New |
| My Personal CFO, LLC | 2,999 | $510.1K | 0.33% | +116+4.0% | Added |
| Waterway Wealth Management, LLC | 3,000 | $510.4K | 0.21% | +3,000 | New |
| Selective Wealth Management, Inc. | 2,979 | $510.7K | 0.26% | −454−13.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,989 | $514.3K | 0.09% | −681−18.6% | Reduced |
| Mayfair Advisory Group, LLC | 2,995 | $515.4K | 0.44% | +10.0% | Added |
| Isthmus Partners, LLC | 3,033 | $515.9K | 0.07% | −15−0.5% | Reduced |
| Cypress Capital Management LLC (WY) | 3,050 | $518.8K | 0.57% | 00.0% | Unchanged |
| Financial Advisory Corp | 3,070 | $522.0K | 0.24% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 3,072 | $522.5K | 0.14% | +2+0.1% | Added |
| Cohen & Steers, Inc. | 3,077 | $523.0K | 0.00% | 00.0% | Unchanged |
| Clare Market Investments LLC | 3,076 | $523.2K | 0.18% | +1,537+99.9% | Added |
| Gemmer Asset Management LLC | 3,086 | $524.9K | 0.06% | +96+3.2% | Added |
| Keating Wealth Management LLC | 3,094 | $526.3K | 0.36% | +3,094 | New |
| Seelaus Asset Management LLC | 3,099 | $527.1K | 0.51% | +1,070+52.7% | Added |
| Wealth Quarterback LLC | 3,101 | $527.5K | 0.32% | +1,009+48.2% | Added |
| Altus Wealth Management, LLC | 3,105 | $528.2K | 0.32% | +349+12.7% | Added |
| Amussen Hunsaker Associates LLC | 3,108 | $528.6K | 0.11% | +257+9.0% | Added |
| Triune Financial Partners, LLC | 3,108 | $528.6K | 0.20% | +66+2.2% | Added |
| Youngs Advisory Group, Inc. | 3,109 | $528.9K | 0.26% | −286−8.4% | Reduced |
| Arbor Wealth Advisors LLC | 3,113 | $529.5K | 0.54% | +3,113 | New |
| Hoxton Planning & Management, LLC | 3,115 | $530.0K | 0.28% | −153−4.7% | Reduced |
| Rosenbaum Jay D. | 3,117 | $530.2K | 1.37% | −3,961−56.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,119 | $530.5K | 0.14% | −842−21.3% | Reduced |
| Market Street Wealth Management Advisors LLC | 3,126 | $531.7K | 0.11% | +56+1.8% | Added |
| Weaver Consulting Group | 3,127 | $531.9K | 0.22% | −4−0.1% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 3,130 | $532.5K | 0.26% | +400+14.7% | Added |
| Levy Wealth Management Group, LLC | 3,133 | $533.0K | 0.15% | +21+0.7% | Added |
| Pin Oak Investment Advisors Inc | 3,132 | $533.0K | 0.54% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 3,137 | $533.6K | 0.39% | −168−5.1% | Reduced |
| Visionary Horizons, LLC | 3,139 | $534.0K | 0.43% | +3,139 | New |
| Guidance Capital, Inc | 3,112 | $535.5K | 0.21% | −51−1.6% | Reduced |
| First Community Trust NA | 3,151 | $536.0K | 0.58% | −100−3.1% | Reduced |
| Emerald Advisors, LLC | 3,162 | $537.9K | 0.10% | +52+1.7% | Added |
| Legacy Financial Strategies, LLC | 3,165 | $538.4K | 0.15% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,951 | $539.1K | 0.13% | +304+8.3% | Added |
| Insight 2811, Inc. | 3,173 | $539.7K | 0.29% | −253−7.4% | Reduced |
| Acorn Creek Capital LLC | 3,177 | $540.5K | 0.24% | +3,177 | New |
| Keene & Associates, Inc. | 3,194 | $543.3K | 0.45% | +245+8.3% | Added |
| J. L. Bainbridge & Co., Inc. | 3,198 | $544.0K | 0.07% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 3,209 | $546.0K | 0.17% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 3,225 | $548.6K | 0.12% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,225 | $548.6K | 0.20% | −125−3.7% | Reduced |
| McAdam, LLC | 3,233 | $550.0K | 0.04% | −41−1.3% | Reduced |
| Fountainhead AM, LLC | 3,246 | $552.1K | 0.15% | +226+7.5% | Added |
| Financial Advisory Group | 3,259 | $554.3K | 0.11% | +4+0.1% | Added |
| Concorde Asset Management, LLC | 3,274 | $555.1K | 0.38% | +136+4.3% | Added |
| Ariston Services Group | 3,276 | $557.2K | 0.54% | +3,276 | New |
| Pacific Center for Financial Services | 3,277 | $557.5K | 0.18% | +3+0.1% | Added |
| Flagstone Financial Management | 3,278 | $557.6K | 0.23% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 3,300 | $557.9K | 0.33% | +300+10.0% | Added |
| Cahaba Wealth Management, Inc. | 3,281 | $558.0K | 0.06% | −8−0.2% | Reduced |
| Northwest Investment Counselors, LLC | 3,287 | $559.1K | 0.15% | +101+3.2% | Added |
| Live Oak Investment Partners | – | $559.6K | 0.51% | – | – |
| Cassady Schiller Wealth Management, LLC | 3,305 | $562.2K | 0.28% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 3,308 | $562.6K | 0.08% | −332−9.1% | Reduced |
| Cook Wealth Management Group LLC | 3,300 | $562.6K | 0.36% | +77+2.4% | Added |
| Basepoint Wealth LLC | 3,309 | $562.9K | 0.45% | +140+4.4% | Added |
| Lockerman Financial Group, Inc. | 3,327 | $565.9K | 1.31% | −23−0.7% | Reduced |
| Abel Hall, LLC | 3,330 | $566.4K | 0.48% | +3,330 | New |
| Green Harvest Asset Management LLC | 3,331 | $566.6K | 0.02% | +141+4.4% | Added |
| True Vision MN LLC | 3,337 | $567.6K | 0.46% | +3,337 | New |
| Dakota Community Bank & Trust NA | 3,344 | $568.8K | 3.19% | +108+3.3% | Added |
| Vanguard Capital Wealth Advisors | 3,344 | $568.8K | 0.46% | −192−5.4% | Reduced |
| New Insight Wealth Advisors | 3,354 | $570.5K | 0.38% | +3,354 | New |
| Pasadena Private Wealth, LLC | 3,361 | $571.7K | 0.14% | +9+0.3% | Added |
| Cedrus LLC | 3,369 | $573.1K | 0.35% | +355+11.8% | Added |
| Up Strategic Wealth Investment Advisors LLC | 3,370 | $573.2K | 1.05% | +3,370 | New |
| Ehrlich Financial Group | 3,374 | $573.9K | 0.58% | +3,374 | New |
| Advance Capital Management, Inc. | 3,380 | $575.0K | 0.05% | +20+0.6% | Added |
| Collective Family Office LLC | 3,387 | $576.1K | 0.20% | −125−3.6% | Reduced |
| State of Wyoming | 3,400 | $578.3K | 0.11% | −62−1.8% | Reduced |
| Options Solutions, LLC | 3,400 | $578.3K | 0.62% | +738+27.7% | Added |
| Abacus Wealth Partners, LLC | 3,414 | $580.7K | 0.10% | +461+15.6% | Added |
| Borer Denton & Associates, Inc. | 3,415 | $580.9K | 0.22% | 00.0% | Unchanged |
| Independent Family Office, LLC | 3,422 | $582.1K | 0.33% | 00.0% | Unchanged |