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 |
|---|---|---|---|---|---|
| Elevatus Welath Management | 3,425 | $582.5K | 0.26% | +1,926+128.5% | Added |
| LGT Financial Advisors LLC | 3,429 | $583.3K | 0.71% | −336−8.9% | Reduced |
| Albert D Mason Inc | 3,437 | $585.0K | 0.39% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,442 | $586.0K | 0.09% | −2,001−36.8% | Reduced |
| Northstar Group, Inc. | 3,451 | $587.1K | 0.13% | −55−1.6% | Reduced |
| M3 Advisory Group, LLC | 3,461 | $588.7K | 0.69% | +3,461 | New |
| Shilanski & Associates, Inc. | 3,473 | $590.8K | 0.23% | −164−4.5% | Reduced |
| Howard Wealth Management, LLC | 3,482 | $592.3K | 0.49% | +460+15.2% | Added |
| Reuter James Wealth Management, LLC | 3,485 | $592.9K | 0.40% | −44−1.2% | Reduced |
| Forefront Analytics, LLC | 3,486 | $593.0K | 0.29% | +14+0.4% | Added |
| HC Advisors, LLC | 3,486 | $593.0K | 0.33% | −82−2.3% | Reduced |
| Prostatis Group LLC | 3,491 | $593.8K | 0.25% | +139+4.1% | Added |
| Syntegra Private Wealth Group, LLC | 3,491 | $593.9K | 0.08% | +315+9.9% | Added |
| Ellevest, Inc. | 3,494 | $594.3K | 0.04% | +730+26.4% | Added |
| 1776 Wealth LLC | 3,496 | $594.8K | 0.29% | +3+0.1% | Added |
| Seeds Investor LLC | 3,500 | $595.4K | 0.67% | +3,500 | New |
| Warren Street Wealth Advisors, LLC | 3,502 | $595.7K | 0.34% | +213+6.5% | Added |
| Cascade Investment Advisors, Inc. | 3,513 | $597.6K | 0.43% | −25−0.7% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,512 | $599.4K | 0.39% | +303+9.4% | Added |
| Bender Robert & Associates | 3,526 | $599.8K | 0.15% | −40−1.1% | Reduced |
| Keb Asset Management, LLC | 3,528 | $600.1K | 0.22% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 3,529 | $600.3K | 0.00% | −6−0.2% | Reduced |
| Wallington Asset Management, LLC | 3,534 | $601.0K | 0.10% | −520−12.8% | Reduced |
| Silverlake Wealth Management LLC | 3,536 | $601.5K | 0.33% | −308−8.0% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 3,546 | $603.2K | 0.25% | +11+0.3% | Added |
| Patron Partners Advisors, LLC | 3,569 | $607.1K | 0.40% | +239+7.2% | Added |
| Laraway Financial Inc | 3,573 | $607.8K | 0.58% | 00.0% | Unchanged |
| Rede Wealth, LLC | 3,575 | $608.1K | 0.29% | +25+0.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,575 | $608.1K | 0.01% | +3,575 | New |
| Holland Advisory Services, Inc. | 3,579 | $608.8K | 0.70% | +258+7.8% | Added |
| MQS Management LLC | 3,592 | $611.0K | 0.34% | +3,592 | New |
| Armstrong Advisory Group, Inc | 3,599 | $612.2K | 0.06% | −5−0.1% | Reduced |
| Old Point Trust & Financial Services N A | 3,602 | $612.7K | 0.25% | +3,602 | New |
| Prosperity Financial Group, Inc. | 3,605 | $613.2K | 0.43% | +220+6.5% | Added |
| Hourglass Capital, LLC | 3,613 | $614.6K | 0.20% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 3,616 | $615.1K | 0.40% | 00.0% | Unchanged |
| GSG Advisors LLC | 3,597 | $616.3K | 0.23% | +175+5.1% | Added |
| OneAscent Wealth Management LLC | 3,634 | $618.0K | 0.25% | +337+10.2% | Added |
| Burkett Financial Services, LLC | 3,634 | $618.1K | 0.34% | +3,634 | New |
| WNY Asset Management, LLC | 3,636 | $618.5K | 0.10% | +64+1.8% | Added |
| TSFG, LLC | 3,652 | $621.0K | 0.20% | +309+9.2% | Added |
| Dempze Nancy E | 3,653 | $621.4K | 0.52% | −90−2.4% | Reduced |
| Quantum Private Wealth, LLC | 3,653 | $621.4K | 0.26% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 3,654 | $621.6K | 0.47% | +197+5.7% | Added |
| Axim Planning & Wealth | 3,657 | $622.1K | 0.57% | −1,152−24.0% | Reduced |
| Unionview, LLC | 3,663 | $623.1K | 0.56% | +250+7.3% | Added |
| RBA Wealth Management, LLC | 3,670 | $624.2K | 0.27% | −73−2.0% | Reduced |
| Dougherty Wealth Advisers LLC | 3,674 | $624.9K | 0.57% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 3,675 | $625.1K | 0.25% | −518−12.4% | Reduced |
| Diversified Portfolios, Inc. | 3,679 | $625.8K | 0.10% | −19−0.5% | Reduced |
| Investment Advisory Group, LLC | 3,683 | $626.5K | 0.29% | −33−0.9% | Reduced |
| Koss-Olinger Consulting, LLC | 3,685 | $627.0K | 0.06% | +408+12.5% | Added |
| Total Investment Management Inc | 3,689 | $627.5K | 0.08% | +6+0.2% | Added |
| Kingdom Financial Group LLC. | 3,691 | $627.8K | 0.55% | +10.0% | Added |
| Triumph Capital Management | 3,694 | $628.4K | 0.27% | −314−7.8% | Reduced |
| Maltin Wealth Management, Inc. | 3,700 | $629.3K | 0.40% | −426−10.3% | Reduced |
| Granger Management LLC | 3,703 | $629.9K | 0.23% | +3,703 | New |
| Meridian Financial, LLC | 3,710 | $631.1K | 0.50% | +225+6.5% | Added |
| LongView Wealth Management | 3,699 | $631.2K | 0.28% | +3,699 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,719 | $632.7K | 0.07% | −267−6.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 3,721 | $632.9K | 0.28% | −27−0.7% | Reduced |
| Catalina Capital Group, LLC | 3,724 | $633.5K | 0.49% | +3,724 | New |
| Successful Portfolios LLC | 3,724 | $633.5K | 0.47% | +249+7.2% | Added |
| Compass Ion Advisors, LLC | 3,725 | $633.6K | 0.10% | −82−2.2% | Reduced |
| Ruggaard & Associates LLC | 3,729 | $634.3K | 0.34% | 00.0% | Unchanged |
| Single Point Partners, LLC | 3,734 | $635.0K | 0.16% | −331−8.1% | Reduced |
| Paragon Capital Management Ltd | 3,750 | $638.0K | 0.13% | −77−2.0% | Reduced |
| Finivi Inc. | 3,756 | $638.9K | 0.62% | +3,756 | New |
| BlueSky Wealth Advisors, LLC | 3,756 | $638.9K | 0.12% | +117+3.2% | Added |
| CM Wealth Advisors LLC | 3,765 | $640.4K | 0.28% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,765 | $640.4K | 0.43% | +9+0.2% | Added |
| Semus Wealth Partners LLC | 3,775 | $642.1K | 0.53% | −126−3.2% | Reduced |
| Tillman Hartley LLC | 3,779 | $642.8K | 0.24% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,780 | $643.0K | 0.69% | +2,722+257.3% | Added |
| Santori & Peters | 3,786 | $644.0K | 0.31% | +14+0.4% | Added |
| Tevis Investment Management | 3,788 | $644.3K | 0.59% | +3,788 | New |
| Oberweis Asset Management Inc | 3,802 | $646.7K | 0.06% | −202−5.0% | Reduced |
| Aspire Private Capital, LLC | 3,806 | $647.4K | 0.19% | +3,339+715.0% | Added |
| LCM Capital Management Inc | 3,810 | $648.1K | 0.47% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 3,815 | $649.0K | 0.49% | +3,815 | New |
| Florida Financial Advisors, LLC | 3,844 | $653.9K | 0.61% | +3,844 | New |
| ML & R Wealth Management LLC | 3,860 | $656.6K | 0.15% | −97−2.5% | Reduced |
| Vista Capital Partners, Inc. | 3,861 | $656.8K | 0.09% | +826+27.2% | Added |
| Whalen Wealth Management Inc. | 3,862 | $656.9K | 0.59% | +3,862 | New |
| Meridian Wealth Partners, LLC | 3,869 | $658.1K | 0.13% | +245+6.8% | Added |
| Cavalier Investments, LLC | 3,882 | $660.3K | 0.24% | +79+2.1% | Added |
| Savvy Advisors, Inc. | 3,886 | $660.9K | 0.64% | +3,886 | New |
| Invenio Wealth Partners LLC | 3,890 | $661.7K | 0.48% | +10.0% | Added |
| Arkansas Financial Group, Inc. | 3,890 | $661.7K | 0.12% | −197−4.8% | Reduced |
| GenWealth Group, Inc. | 3,898 | $663.0K | 0.18% | −831−17.6% | Reduced |
| Hassell Wealth Management, LLC | 3,764 | $663.5K | 0.45% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 3,907 | $664.5K | 0.12% | +286+7.9% | Added |
| Auto-Owners Insurance Co | 3,915 | $665.9K | 0.02% | 00.0% | Unchanged |
| Summit X, LLC | 3,920 | $666.6K | 0.19% | −288−6.8% | Reduced |
| Planning Capital Management Corp | 3,924 | $667.5K | 0.52% | +3,924 | New |
| Goldstein Advisors, LLC | 3,929 | $668.3K | 0.11% | +7+0.2% | Added |
| Thomas Story & Son LLC | 3,940 | $670.0K | 0.31% | 00.0% | Unchanged |
| Maia Wealth LLC | 3,941 | $670.4K | 0.27% | +3,941 | New |
| Arthur M. Cohen & Associates, LLC | 3,944 | $671.0K | 0.16% | +204+5.5% | Added |
| IVC Wealth Advisors LLC | 3,957 | $673.1K | 0.42% | +23+0.6% | Added |