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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 62,944 | $10.7M | 1.05% | −558−0.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 62,788 | $10.7M | 1.33% | −1,403−2.2% | Reduced |
| Addenda Capital Inc. | 62,715 | $10.7M | 0.42% | −5,315−7.8% | Reduced |
| BKD Wealth Advisors, LLC | 62,596 | $10.6M | 0.30% | −1,817−2.8% | Reduced |
| Fagan Associates, Inc. | 62,366 | $10.6M | 2.31% | −298−0.5% | Reduced |
| Hoertkorn Richard Charles | 62,366 | $10.6M | 4.78% | −640−1.0% | Reduced |
| Sara-Bay Financial | 62,224 | $10.6M | 5.16% | −32−0.1% | Reduced |
| Shell Asset Management Co | 62,175 | $10.6M | 0.49% | −16,275−20.7% | Reduced |
| Carmel Capital Management L.L.C. | 62,008 | $10.5M | 5.06% | +55+0.1% | Added |
| Vestcor Inc | 61,883 | $10.5M | 0.36% | −678−1.1% | Reduced |
| Venator Management LLC | 61,875 | $10.5M | 3.48% | −375−0.6% | Reduced |
| Cypress Asset Management Inc | 61,764 | $10.5M | 3.16% | −343−0.6% | Reduced |
| Global Retirement Partners, LLC | 62,226 | $10.5M | 0.44% | −2,894−4.4% | Reduced |
| Harrell Investment Partners, LLC | 61,369 | $10.4M | 3.25% | +1,257+2.1% | Added |
| Greystone Financial Group, LLC | 61,275 | $10.4M | 2.41% | −1,511−2.4% | Reduced |
| Greenwood Capital Associates LLC | 61,246 | $10.4M | 1.35% | +1,373+2.3% | Added |
| BancorpSouth Bank | 61,102 | $10.4M | 0.84% | −412−0.7% | Reduced |
| Spectrum Wealth Counsel, LLC | 60,847 | $10.4M | 1.43% | +60,847 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 60,735 | $10.3M | 0.91% | −5,308−8.0% | Reduced |
| GDS Wealth Management | 60,730 | $10.3M | 1.39% | +7,473+14.0% | Added |
| Miracle Mile Advisors, LLC | 60,529 | $10.3M | 0.28% | +3,882+6.9% | Added |
| Zuckerman Investment Group, LLC | 60,523 | $10.3M | 1.33% | −46−0.1% | Reduced |
| Princeton Global Asset Management LLC | 60,513 | $10.3M | 2.59% | +535+0.9% | Added |
| AIA Group Ltd | 60,471 | $10.3M | 0.42% | +17,007+39.1% | Added |
| Meritage Portfolio Management | 60,320 | $10.3M | 0.68% | +843+1.4% | Added |
| Shorepoint Capital Partners LLC | 60,292 | $10.3M | 2.75% | +935+1.6% | Added |
| Lakeview Capital Partners, LLC | 60,243 | $10.2M | 1.81% | +396+0.7% | Added |
| Stolper Co | 60,241 | $10.2M | 4.13% | +240.0% | Added |
| Lynch & Associates | 60,081 | $10.2M | 2.48% | −790−1.3% | Reduced |
| Nwi Management LP | 60,000 | $10.2M | 2.07% | 00.0% | Unchanged |
| Access Investment Management LLC | 60,000 | $10.2M | 3.81% | +60,000 | New |
| Perennial Advisors, LLC | 59,804 | $10.2M | 2.50% | +490+0.8% | Added |
| Royal Fund Management, LLC | 59,650 | $10.2M | 1.29% | +373+0.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 59,552 | $10.1M | 3.43% | −900−1.5% | Reduced |
| Essex Financial Services, Inc. | 59,463 | $10.1M | 1.05% | −3,081−4.9% | Reduced |
| River Wealth Advisors LLC | 59,431 | $10.1M | 1.61% | +1,982+3.5% | Added |
| XML Financial, LLC | 59,108 | $10.1M | 1.06% | −1,115−1.9% | Reduced |
| Freemont Management S.A. | 59,100 | $10.1M | 1.26% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 59,025 | $10.0M | 1.13% | +310+0.5% | Added |
| Camden National Bank | 58,914 | $10.0M | 1.87% | −844−1.4% | Reduced |
| Radnor Capital Management, LLC | 58,882 | $10.0M | 1.87% | −220.0% | Reduced |
| Bank of Hawaii | 58,882 | $10.0M | 0.54% | −2,468−4.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 58,854 | $10.0M | 0.84% | +8,820+17.6% | Added |
| Red Door Wealth Management, LLC | 58,395 | $9.93M | 2.16% | +1,886+3.3% | Added |
| Symmetry Partners, LLC | 58,290 | $9.93M | 0.54% | −9,492−14.0% | Reduced |
| Bridgecreek Investment Management, LLC | 58,351 | $9.93M | 1.92% | −3,225−5.2% | Reduced |
| First Western Trust Bank | 58,307 | $9.92M | 0.49% | +1,599+2.8% | Added |
| Constitution Capital LLC | 58,273 | $9.91M | 5.98% | −4,322−6.9% | Reduced |
| Plimoth Trust Co LLC | 58,144 | $9.89M | 2.85% | −1,167−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 58,073 | $9.88M | 0.38% | +11,214+23.9% | Added |
| GFS Advisors, LLC | 57,978 | $9.86M | 1.44% | −10,000−14.7% | Reduced |
| Mengis Capital Management, Inc. | 57,954 | $9.86M | 1.85% | +160.0% | Added |
| Gotham Asset Management, LLC | 57,925 | $9.85M | 0.18% | +2,964+5.4% | Added |
| Hennessy Advisors Inc | 57,750 | $9.82M | 0.50% | −18,300−24.1% | Reduced |
| M&R Capital Management Inc | 57,655 | $9.81M | 2.45% | −160.0% | Reduced |
| Waratah Capital Advisors Ltd. | 57,284 | $9.74M | 0.56% | −12,161−17.5% | Reduced |
| Rocky Mountain Advisers, LLC | 57,240 | $9.74M | 3.40% | 00.0% | Unchanged |
| Independent Investors Inc | 57,049 | $9.70M | 2.23% | +100+0.2% | Added |
| Apriem Advisors | 57,035 | $9.70M | 1.30% | +45+0.1% | Added |
| Terry L. Blaker | 56,989 | $9.69M | 0.79% | +873+1.6% | Added |
| Sigma Investment Counselors Inc | 56,835 | $9.67M | 0.68% | −443−0.8% | Reduced |
| Eisler Capital (UK) Ltd. | 56,772 | $9.66M | 0.88% | −396,504−87.5% | Reduced |
| Trueblood Wealth Management, LLC | 56,652 | $9.64M | 6.05% | +56,652 | New |
| Principal Securities, Inc. | 56,650 | $9.64M | 0.36% | +56,650 | New |
| HTLF Bank | 56,603 | $9.63M | 1.14% | +56,603 | New |
| Gluskin Sheff & Assoc Inc | 56,497 | $9.61M | 0.95% | −17,699−23.9% | Reduced |
| EagleClaw Capital Managment, LLC | 56,480 | $9.61M | 2.00% | −135−0.2% | Reduced |
| Skylands Capital, LLC | 56,450 | $9.60M | 1.41% | −5,275−8.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 56,419 | $9.60M | 1.73% | +7,489+15.3% | Added |
| Socorro Asset Management LP | 56,321 | $9.58M | 4.23% | −3,198−5.4% | Reduced |
| Concentric Capital Strategies, LP | 56,241 | $9.57M | 1.24% | +26,414+88.6% | Added |
| Clough Capital Partners L P | 56,200 | $9.56M | 1.06% | −8,000−12.5% | Reduced |
| Capital Analysts, LLC | 55,994 | $9.53M | 0.48% | +1,641+3.0% | Added |
| Pioneer Trust Bank N A | 55,996 | $9.52M | 2.84% | +1,856+3.4% | Added |
| IHT Wealth Management, LLC | 55,980 | $9.52M | 0.42% | −3,072−5.2% | Reduced |
| Mitchell Capital Management Co | 55,930 | $9.51M | 2.00% | +865+1.6% | Added |
| Family Capital Trust Co | 55,866 | $9.50M | 3.00% | −227−0.4% | Reduced |
| Fundamentun, LLC | 55,700 | $9.47M | 1.12% | −4,848−8.0% | Reduced |
| Chicago Capital, LLC | 55,608 | $9.46M | 0.34% | +430+0.8% | Added |
| Inlet Private Wealth, LLC | 55,596 | $9.46M | 2.90% | −150−0.3% | Reduced |
| Hartford Financial Management Inc. | 55,473 | $9.44M | 2.14% | −510−0.9% | Reduced |
| Next Level Private LLC | 55,208 | $9.39M | 5.32% | −606−1.1% | Reduced |
| Roundview Capital LLC | 55,006 | $9.36M | 0.86% | +4,116+8.1% | Added |
| Martin Capital Partners, LLC | 54,899 | $9.34M | 3.81% | −1,022−1.8% | Reduced |
| Cardinal Capital Management | 54,803 | $9.32M | 1.77% | −248−0.5% | Reduced |
| Brown Shipley& Co Ltd | 54,797 | $9.32M | 4.62% | −130−0.2% | Reduced |
| Wealthspire Advisors, LLC | 54,535 | $9.28M | 0.13% | +5,241+10.6% | Added |
| RiverFront Investment Group, LLC | 54,433 | $9.26M | 0.29% | +3,785+7.5% | Added |
| Fulton Bank, N.A. | 53,992 | $9.18M | 0.41% | +127+0.2% | Added |
| Sumitomo Life Insurance Co | 53,940 | $9.18M | 0.29% | −764−1.4% | Reduced |
| Fulcrum Capital LLC | 53,930 | $9.17M | 2.37% | −2,985−5.2% | Reduced |
| Boyar Asset Management Inc. | 53,711 | $9.14M | 6.86% | −3,269−5.7% | Reduced |
| Pittenger & Anderson Inc | 53,652 | $9.13M | 0.41% | −2,585−4.6% | Reduced |
| Rench Wealth Management, Inc. | 53,551 | $9.11M | 3.84% | −401−0.7% | Reduced |
| Compass Wealth Management LLC | 53,479 | $9.10M | 2.54% | −727−1.3% | Reduced |
| GAMMA Investing LLC | 51,737 | $9.02M | 2.44% | +51,737 | New |
| Meridian Wealth Advisors, LLC | 53,029 | $9.02M | 1.98% | +981+1.9% | Added |
| Capstone Financial Advisors, Inc. | 52,859 | $8.99M | 0.64% | −2,317−4.2% | Reduced |
| KG&L Capital Management,LLC | 53,003 | $8.99M | 3.76% | +380+0.7% | Added |
| First Hawaiian Bank | 52,690 | $8.96M | 0.28% | −7,470−12.4% | Reduced |