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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 52,654 | $8.96M | 1.76% | +1,180+2.3% | Added |
| GTS Securities LLC | 52,566 | $8.94M | 0.19% | +47,511+939.9% | Added |
| AMG National Trust Bank | 52,452 | $8.92M | 0.28% | −190−0.4% | Reduced |
| Cutler Investment Counsel LLC | 52,423 | $8.92M | 1.27% | −765−1.4% | Reduced |
| Pacific Global Investment Management CO | 52,337 | $8.90M | 1.81% | +49+0.1% | Added |
| Baker Ellis Asset Management LLC | 52,297 | $8.90M | 1.43% | +1,451+2.9% | Added |
| Arkadios Wealth Advisors | 52,292 | $8.89M | 0.75% | +2,456+4.9% | Added |
| Brave Asset Management Inc | 52,275 | $8.89M | 2.50% | +61+0.1% | Added |
| Bray Capital Advisors | 52,114 | $8.86M | 2.46% | −200−0.4% | Reduced |
| Frisch Financial Group, Inc. | 52,003 | $8.85M | 3.34% | +7,524+16.9% | Added |
| Harbor Investment Advisory, LLC | 65,743 | $8.84M | 1.02% | +125+0.2% | Added |
| Intact Investment Management Inc. | 51,900 | $8.83M | 0.36% | −200−0.4% | Reduced |
| DFPG Investments, LLC | 51,506 | $8.82M | 0.69% | +6,315+14.0% | Added |
| Ascent Wealth Partners, LLC | 51,810 | $8.81M | 1.44% | +331+0.6% | Added |
| Asset Dedication, LLC | 51,788 | $8.81M | 0.72% | +2,644+5.4% | Added |
| Strategic Wealth Partners, Ltd. | 51,706 | $8.80M | 1.08% | +8,387+19.4% | Added |
| Marietta Wealth Management, LLC | 51,639 | $8.78M | 1.56% | −66−0.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 51,521 | $8.76M | 1.04% | −1,432−2.7% | Reduced |
| Ballast Advisors LLC | 51,455 | $8.75M | 3.27% | −58−0.1% | Reduced |
| HGK Asset Management Inc | 51,446 | $8.75M | 2.03% | −1,148−2.2% | Reduced |
| Goelzer Investment Management, Inc. | 51,317 | $8.73M | 0.56% | +1,640+3.3% | Added |
| American National Bank | 51,288 | $8.72M | 1.37% | +82+0.2% | Added |
| Mirador Capital Partners LP | 51,276 | $8.72M | 1.85% | +475+0.9% | Added |
| Westpac Banking Corp | 51,259 | $8.72M | 0.72% | −24,342−32.2% | Reduced |
| Moneta Group Investment Advisors LLC | 51,224 | $8.71M | 0.17% | −44,647−46.6% | Reduced |
| Bridge Creek Capital Management LLC | 51,120 | $8.70M | 3.02% | −125−0.2% | Reduced |
| Consolidated Planning Corp | 51,046 | $8.68M | 1.62% | +2,051+4.2% | Added |
| Marex Group plc | 50,965 | $8.67M | 0.34% | +48,863+2,324.6% | Added |
| NBW Capital LLC | 50,964 | $8.67M | 1.90% | −689−1.3% | Reduced |
| Western Wealth Management, LLC | 50,931 | $8.66M | 0.62% | +736+1.5% | Added |
| Smithbridge Asset Management Inc | 50,901 | $8.66M | 1.97% | −213−0.4% | Reduced |
| Hamilton Capital Partners Inc. | 50,896 | $8.66M | 1.73% | +44,196+659.6% | Added |
| NorthRock Partners, LLC | 50,882 | $8.65M | 0.36% | +18,343+56.4% | Added |
| Stony Point Wealth Management Inc. | 50,826 | $8.65M | 4.00% | −1,941−3.7% | Reduced |
| Commonwealth Retirement Investments LLC | 50,685 | $8.62M | 4.57% | −137−0.3% | Reduced |
| American Money Management, LLC | 50,590 | $8.61M | 1.94% | −245−0.5% | Reduced |
| Redmond Asset Management, LLC | 50,545 | $8.60M | 2.77% | −1,162−2.2% | Reduced |
| Dean Investment Associates, LLC | 50,537 | $8.60M | 1.23% | −1,251−2.4% | Reduced |
| D L Carlson Investment Group Inc | 47,657 | $8.57M | 1.74% | −13,941−22.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 49,012 | $8.55M | 0.08% | −1,239−2.5% | Reduced |
| Nations Financial Group Inc, | 50,128 | $8.53M | 0.79% | −3,028−5.7% | Reduced |
| Wright Investors Service Inc | 50,042 | $8.51M | 2.40% | −4,483−8.2% | Reduced |
| Baldwin Investment Management, LLC | 49,985 | $8.50M | 1.33% | −190−0.4% | Reduced |
| Wealth Advisory Solutions, LLC | 49,929 | $8.49M | 2.97% | −50,440−50.3% | Reduced |
| AlphaCore Capital LLC | 49,701 | $8.45M | 1.24% | +150+0.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 49,599 | $8.44M | 2.70% | −2,288−4.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 49,297 | $8.39M | 1.57% | −106−0.2% | Reduced |
| Bangor Savings Bank | 49,251 | $8.38M | 0.91% | −497−1.0% | Reduced |
| Elk River Wealth Management, LLC | 49,126 | $8.36M | 1.61% | +264+0.5% | Added |
| Ascent Group, LLC | 47,432 | $8.34M | 0.79% | +2,563+5.7% | Added |
| Boston Family Office LLC | 48,964 | $8.33M | 0.63% | −1,309−2.6% | Reduced |
| Aviance Capital Partners, LLC | 48,911 | $8.32M | 1.78% | −1,564−3.1% | Reduced |
| Harbour Capital Advisors, LLC | 48,399 | $8.29M | 2.27% | +61+0.1% | Added |
| Strategic Global Advisors, LLC | 48,748 | $8.29M | 1.90% | −32,839−40.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 48,623 | $8.27M | 0.53% | +659+1.4% | Added |
| Amica Mutual Insurance Co | 48,457 | $8.24M | 0.89% | −7,999−14.2% | Reduced |
| DoubleLine ETF Adviser LP | 48,409 | $8.23M | 2.38% | +3,649+8.2% | Added |
| Symmetry Investments LP | 48,366 | $8.23M | 1.51% | +25,594+112.4% | Added |
| McGinn Investment Management, Inc. | 48,339 | $8.22M | 5.97% | −420−0.9% | Reduced |
| Wellington Shields & Co., LLC | 48,318 | $8.22M | 3.03% | −382−0.8% | Reduced |
| Adalta Capital Management LLC | 48,209 | $8.20M | 4.96% | −140−0.3% | Reduced |
| Stokes Family Office, LLC | 48,189 | $8.20M | 1.11% | −19,450−28.8% | Reduced |
| Embree Financial Group | 48,152 | $8.19M | 1.72% | +48,152 | New |
| B & T Capital Management DBA Alpha Capital Management | 48,060 | $8.18M | 1.69% | −367−0.8% | Reduced |
| Profund Advisors LLC | 47,852 | $8.14M | 0.35% | +9,635+25.2% | Added |
| Whalerock Point Partners, LLC | 47,796 | $8.13M | 2.52% | −1,748−3.5% | Reduced |
| Equitable Trust Co | 47,792 | $8.13M | 0.61% | −1,173−2.4% | Reduced |
| Meeder Advisory Services, Inc. | 47,769 | $8.13M | 0.93% | +504+1.1% | Added |
| Jacobi Capital Management LLC | 47,681 | $8.11M | 0.83% | +1,022+2.2% | Added |
| Old Second National Bank of Aurora | 47,667 | $8.11M | 2.23% | −2,374−4.7% | Reduced |
| Schulhoff & Co Inc | 47,470 | $8.07M | 3.85% | −65−0.1% | Reduced |
| Jessup Wealth Management, Inc | 47,460 | $8.07M | 4.03% | −930−1.9% | Reduced |
| Geneos Wealth Management Inc. | 47,405 | $8.06M | 0.40% | −5,021−9.6% | Reduced |
| Wintrust Investments LLC | 47,395 | $8.06M | 0.78% | −1,162−2.4% | Reduced |
| Evexia Wealth LLC | 46,103 | $8.06M | 3.40% | +628+1.4% | Added |
| Harbour Investments, Inc. | 47,312 | $8.05M | 0.33% | +3,952+9.1% | Added |
| Community Bank & Trust, Waco, Texas | 47,301 | $8.05M | 2.19% | +948+2.0% | Added |
| SevenBridge Financial Group, LLC | 47,248 | $8.04M | 1.90% | +121+0.3% | Added |
| Patton Albertson Miller Group, LLC | 47,225 | $8.03M | 1.34% | +5,314+12.7% | Added |
| Quadrant Capital Group LLC | 47,021 | $8.00M | 0.69% | +4,354+10.2% | Added |
| Buck Wealth Strategies, LLC | 47,015 | $8.00M | 2.96% | +4,934+11.7% | Added |
| Wetzel Investment Advisors, Inc. | 47,015 | $8.00M | 4.91% | +47,015 | New |
| WESPAC Advisors SoCal, LLC | 46,999 | $7.99M | 2.33% | +710+1.5% | Added |
| Financial Partners Group, LLC | 46,910 | $7.98M | 3.61% | +30.0% | Added |
| Private Trust Co NA | 46,640 | $7.93M | 0.93% | −2,343−4.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 46,633 | $7.93M | 2.84% | −327−0.7% | Reduced |
| Covington Investment Advisors Inc. | 46,525 | $7.91M | 1.44% | −10,783−18.8% | Reduced |
| Wittenberg Investment Management, Inc. | 46,440 | $7.90M | 2.74% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 46,319 | $7.88M | 2.08% | +5,568+13.7% | Added |
| Northern Oak Wealth Management Inc | 46,253 | $7.87M | 0.94% | −6,654−12.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 46,083 | $7.84M | 1.69% | −3,567−7.2% | Reduced |
| Garland Capital Management Inc | 46,020 | $7.83M | 5.50% | −2,475−5.1% | Reduced |
| Magnus Financial Group LLC | 46,011 | $7.83M | 1.03% | +1,537+3.5% | Added |
| First Interstate Bank | 45,805 | $7.79M | 0.58% | −1,897−4.0% | Reduced |
| Arvest Investments, Inc. | 45,800 | $7.79M | 1.27% | +45,800 | New |
| Kinneret Advisory, LLC | 45,776 | $7.79M | 0.86% | −291−0.6% | Reduced |
| Stamos Capital Partners, L.P. | 45,720 | $7.78M | 2.11% | −25,280−35.6% | Reduced |
| Close Asset Management Ltd | 45,655 | $7.77M | 0.33% | +6,473+16.5% | Added |
| Abbrea Capital, LLC | 45,648 | $7.76M | 1.12% | +635+1.4% | Added |
| Warren Averett Asset Management, LLC | 45,645 | $7.76M | 0.29% | +4,935+12.1% | Added |