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
- +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
- 1,574 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 |
|---|---|---|---|---|---|
| Barlow Wealth Partners, Inc. | 77,923 | $13.3M | 1.88% | +77,923 | New |
| Coppell Advisory Solutions LLC | 77,824 | $13.2M | 2.67% | +59,120+316.1% | Added |
| Winslow Asset Management Inc | 77,787 | $13.2M | 2.69% | +728+0.9% | Added |
| WoodTrust Financial Corp | 77,694 | $13.2M | 2.26% | +1,763+2.3% | Added |
| Point72 Asset Management, L.P. | 77,630 | $13.2M | 0.04% | +77,630 | New |
| Whitener Capital Management, Inc. | 77,608 | $13.2M | 4.78% | −794−1.0% | Reduced |
| Connors Investor Services Inc | 77,513 | $13.2M | 1.48% | +168+0.2% | Added |
| Ashburton (Jersey) Ltd | 90,833 | $13.2M | 6.59% | −3,079−3.3% | Reduced |
| Strategic Wealth Designers | 77,436 | $13.2M | 1.98% | +5,916+8.3% | Added |
| Punch & Associates Investment Management, Inc. | 77,373 | $13.2M | 0.77% | −57−0.1% | Reduced |
| Twin Capital Management Inc | 77,365 | $13.2M | 1.72% | +3,160+4.3% | Added |
| King Wealth | 77,334 | $13.2M | 2.54% | −1,282−1.6% | Reduced |
| Schnieders Capital Management LLC | 77,208 | $13.1M | 2.89% | −7,348−8.7% | Reduced |
| Community Bank of Raymore | 77,186 | $13.1M | 5.78% | +7,400+10.6% | Added |
| Eagle Rock Investment Company, LLC | 77,019 | $13.1M | 2.68% | −6,044−7.3% | Reduced |
| Ballentine Partners, LLC | 76,870 | $13.1M | 0.27% | +8,653+12.7% | Added |
| German American Bancorp, Inc. | 76,733 | $13.1M | 1.72% | +300.0% | Added |
| Iowa State Bank | 76,581 | $13.0M | 3.12% | +380+0.5% | Added |
| North Star Asset Management Inc | 76,356 | $13.0M | 0.66% | +453+0.6% | Added |
| Alberta Investment Management Corp | 76,100 | $12.9M | 0.12% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 75,986 | $12.9M | 1.58% | −374−0.5% | Reduced |
| Thompson Investment Management, Inc. | 75,705 | $12.9M | 2.07% | −3,924−4.9% | Reduced |
| FJ Investments, LLC | 75,404 | $12.8M | 0.61% | +75,404 | New |
| NewSquare Capital LLC | 76,105 | $12.8M | 1.22% | +1,356+1.8% | Added |
| NJ State Employees Deferred Compensation Plan | 74,800 | $12.7M | 1.75% | 00.0% | Unchanged |
| Camden Capital, LLC | 74,606 | $12.7M | 1.30% | +3,791+5.4% | Added |
| 1st Source Bank | 74,577 | $12.7M | 0.77% | −1,735−2.3% | Reduced |
| Bank of Nova Scotia Trust Co | 74,410 | $12.7M | 1.42% | +1,423+1.9% | Added |
| Ossiam | 74,360 | $12.6M | 0.20% | −23,365−23.9% | Reduced |
| Boston Financial Mangement LLC | 74,324 | $12.6M | 0.43% | +2,913+4.1% | Added |
| Spinnaker Trust | 74,076 | $12.6M | 0.86% | +1,627+2.2% | Added |
| Ashton Thomas Private Wealth, LLC | 73,945 | $12.6M | 0.79% | +623+0.8% | Added |
| Steel Peak Wealth Management LLC | 73,757 | $12.5M | 0.73% | −44,177−37.5% | Reduced |
| Simmons Bank | 73,659 | $12.5M | 1.02% | −2,314−3.0% | Reduced |
| Allied Investment Advisors, LLC | 73,628 | $12.5M | 3.41% | +166+0.2% | Added |
| Level Four Advisory Services, LLC | 73,431 | $12.5M | 0.70% | −2,294−3.0% | Reduced |
| Altrafin AG | 73,394 | $12.5M | 4.81% | −1,055−1.4% | Reduced |
| Girard Partners Ltd. | 73,393 | $12.5M | 1.27% | −1,100−1.5% | Reduced |
| NatWest Group plc | 73,071 | $12.4M | 5.20% | +13,758+23.2% | Added |
| Heritage Trust Co | 73,031 | $12.4M | 1.75% | −37−0.1% | Reduced |
| Cohen Klingenstein LLC | 72,700 | $12.4M | 0.51% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 72,683 | $12.4M | 2.93% | +1,696+2.4% | Added |
| Mitchell Sinkler & Starr | 72,564 | $12.3M | 2.25% | +6,755+10.3% | Added |
| Castleark Management LLC | 72,365 | $12.3M | 0.55% | +20,635+39.9% | Added |
| Holowesko Partners Ltd. | 72,100 | $12.3M | 4.42% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 71,788 | $12.2M | 1.20% | +88+0.1% | Added |
| TAM Capital Management Inc. | 71,757 | $12.2M | 8.14% | +71,757 | New |
| Cypress Capital Group | 71,619 | $12.2M | 1.58% | −1,389−1.9% | Reduced |
| Veriti Management LLC | 71,563 | $12.2M | 1.09% | +9,119+14.6% | Added |
| Woodstock Corp | 71,472 | $12.2M | 1.41% | +505+0.7% | Added |
| WealthBridge Investment Counsel Inc. | 71,451 | $12.2M | 4.86% | −2,065−2.8% | Reduced |
| SFE Investment Counsel | 71,317 | $12.1M | 3.16% | −2,394−3.2% | Reduced |
| Van Hulzen Asset Management, LLC | 71,211 | $12.1M | 0.85% | +23,001+47.7% | Added |
| Legacy Private Trust Co. | 70,903 | $12.1M | 0.96% | −631−0.9% | Reduced |
| Country Club Bank | 70,709 | $12.0M | 0.91% | −1,065−1.5% | Reduced |
| Chemung Canal Trust Co | 70,778 | $12.0M | 2.49% | −1,237−1.7% | Reduced |
| Caldwell Trust Co | 70,656 | $12.0M | 1.52% | −1,145−1.6% | Reduced |
| Journey Advisory Group, LLC | 70,194 | $11.9M | 1.62% | −1,058−1.5% | Reduced |
| Pettee Investors, Inc. | 70,042 | $11.9M | 5.26% | −714−1.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 69,980 | $11.9M | 2.58% | −207−0.3% | Reduced |
| Signaturefd, LLC | 69,801 | $11.9M | 0.27% | +6,143+9.7% | Added |
| Farmers National Bank | 69,056 | $11.7M | 3.77% | +700+1.0% | Added |
| GAM Holding AG | 68,659 | $11.7M | 0.87% | −10,312−13.1% | Reduced |
| Wellington Shields Capital Management, LLC | 68,254 | $11.6M | 1.45% | +588+0.9% | Added |
| Concurrent Investment Advisors, LLC | 68,218 | $11.6M | 0.55% | +68,218 | New |
| RSM US Wealth Management LLC | 68,139 | $11.6M | 0.31% | +27,253+66.7% | Added |
| Naples Global Advisors, LLC | 67,771 | $11.5M | 1.27% | −366−0.5% | Reduced |
| One Capital Management, LLC | 67,529 | $11.5M | 0.46% | −912−1.3% | Reduced |
| Avitas Wealth Management LLC | 67,145 | $11.4M | 1.91% | +16,421+32.4% | Added |
| Viking Fund Management LLC | 67,000 | $11.4M | 2.22% | −20,000−23.0% | Reduced |
| Barbara Oil Co. | 67,000 | $11.4M | 5.13% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 66,940 | $11.4M | 1.05% | −4,609−6.4% | Reduced |
| Ritholtz Wealth Management | 66,775 | $11.4M | 0.44% | +6,387+10.6% | Added |
| Griffin Asset Management, Inc. | 66,686 | $11.3M | 1.44% | +271+0.4% | Added |
| Stevens Capital Management LP | 66,672 | $11.3M | 2.83% | +50,555+313.7% | Added |
| Buckley Wealth Management, LLC | 66,652 | $11.3M | 3.94% | −770−1.1% | Reduced |
| JCIC Asset Management Inc. | 65,821 | $11.2M | 5.00% | −290−0.4% | Reduced |
| Group One Trading, L.P. | 65,499 | $11.1M | 0.35% | −140,267−68.2% | Reduced |
| Ar Asset Management Inc | 65,231 | $11.1M | 2.91% | 00.0% | Unchanged |
| New England Asset Management Inc | 65,090 | $11.1M | 1.78% | −27,700−29.9% | Reduced |
| Generate Investment Management Ltd | 65,069 | $11.1M | 0.96% | +65,069 | New |
| Tokio Marine Asset Management Co Ltd | 64,940 | $11.0M | 0.61% | +2,997+4.8% | Added |
| Buffington Mohr McNeal | 64,725 | $11.0M | 2.21% | −858−1.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 64,544 | $11.0M | 4.43% | +164+0.3% | Added |
| Scissortail Wealth Management, LLC | 63,455 | $11.0M | 3.47% | +35,027+123.2% | Added |
| L & S Advisors Inc | 64,349 | $10.9M | 1.33% | +43,279+205.4% | Added |
| Xcel Wealth Management, LLC | 64,253 | $10.9M | 3.83% | −685−1.1% | Reduced |
| Live Oak Private Wealth LLC | 64,231 | $10.9M | 2.05% | +349+0.5% | Added |
| David Loasby | 63,221 | $10.9M | 1.17% | −551−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 63,955 | $10.9M | 0.13% | +666+1.1% | Added |
| Edge Capital Group, LLC | 63,881 | $10.9M | 0.61% | +15,098+30.9% | Added |
| Invictus Private Wealth, LLC | 63,854 | $10.9M | 1.06% | −750−1.2% | Reduced |
| Dorchester Wealth Management Co | 63,784 | $10.8M | 2.01% | −1,105−1.7% | Reduced |
| Horizon Investments, LLC | 64,119 | $10.8M | 0.30% | −13,222−17.1% | Reduced |
| Laurel Wealth Advisors LLC | 63,534 | $10.8M | 2.07% | +1,289+2.1% | Added |
| Visionary Wealth Advisors | 63,474 | $10.8M | 0.79% | −384−0.6% | Reduced |
| Foster & Motley Inc | 63,432 | $10.8M | 0.80% | −4,775−7.0% | Reduced |
| Barometer Capital Management Inc. | 63,813 | $10.8M | 3.06% | −14,380−18.4% | Reduced |
| Hodges Capital Management Inc. | 63,262 | $10.8M | 0.57% | +33,344+111.5% | Added |
| Sound View Wealth Advisors Group, LLC | 62,951 | $10.7M | 1.18% | +356+0.6% | Added |