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; 5,158 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 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $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 |
|---|---|---|---|---|---|
| Stokes Capital Advisors, LLC | 45,597 | $7.76M | 2.45% | −442−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 45,537 | $7.75M | 0.67% | +26+0.1% | Added |
| Hixon Zuercher, LLC | 45,474 | $7.74M | 3.59% | +147+0.3% | Added |
| McRae Capital Management Inc | 45,402 | $7.72M | 1.93% | +320+0.7% | Added |
| Cornerstone Wealth Group, LLC | 45,267 | $7.70M | 1.10% | +1,184+2.7% | Added |
| Ipswich Investment Management Co., Inc. | 45,267 | $7.70M | 1.95% | −168−0.4% | Reduced |
| Nelson Capital Management, LLC | 45,252 | $7.70M | 1.72% | −2,051−4.3% | Reduced |
| NEOS Investment Management LLC | 45,177 | $7.68M | 0.73% | +11,919+35.8% | Added |
| Premier Fund Managers Ltd | 45,109 | $7.68M | 0.33% | −968−2.1% | Reduced |
| American Trust | 45,157 | $7.68M | 0.57% | +284+0.6% | Added |
| Merit Financial Group, LLC | 45,094 | $7.67M | 0.23% | −15,211−25.2% | Reduced |
| Northwest Bancshares, Inc. | 44,964 | $7.65M | 1.39% | −809−1.8% | Reduced |
| Shepherd Financial Partners LLC | 44,919 | $7.64M | 1.09% | +92+0.2% | Added |
| Hilltop Holdings Inc. | 44,852 | $7.63M | 0.86% | +826+1.9% | Added |
| Duncker Streett & Co Inc | 44,818 | $7.62M | 1.61% | −120.0% | Reduced |
| Arrow Financial Corp | 44,756 | $7.61M | 0.79% | −1,172−2.6% | Reduced |
| Parthenon LLC | 44,746 | $7.61M | 1.05% | +227+0.5% | Added |
| Peterson Wealth Services | 44,721 | $7.61M | 3.26% | −390−0.9% | Reduced |
| Laffer Tengler Investments | 44,698 | $7.60M | 2.02% | +2,416+5.7% | Added |
| Canal Capital Management, LLC | 44,687 | $7.60M | 1.41% | +1,888+4.4% | Added |
| Soltis Investment Advisors LLC | 44,681 | $7.60M | 0.86% | −14,122−24.0% | Reduced |
| Flagship Harbor Advisors, LLC | 44,558 | $7.58M | 0.55% | +1,936+4.5% | Added |
| SageView Advisory Group, LLC | 42,994 | $7.58M | 0.33% | +10,084+30.6% | Added |
| AlTi Global, Inc. | 44,404 | $7.55M | 0.23% | +44,404 | New |
| Baader Bank INC | 44,406 | $7.55M | 0.64% | −2,613−5.6% | Reduced |
| Strategic Advisors LLC | 44,359 | $7.55M | 1.43% | +445+1.0% | Added |
| Beacon Financial Group | 44,311 | $7.54M | 0.92% | +1,276+3.0% | Added |
| RPG Investment Advisory, LLC | 44,299 | $7.54M | 1.23% | +617+1.4% | Added |
| Summit Financial, LLC | 44,285 | $7.53M | 0.49% | +984+2.3% | Added |
| Oxford Financial Group Ltd | 44,276 | $7.53M | 0.56% | −630−1.4% | Reduced |
| Asset Planning Services Inc | 44,142 | $7.51M | 4.57% | −610−1.4% | Reduced |
| Boyd Watterson Asset Management LLC | 44,055 | $7.49M | 2.96% | −120−0.3% | Reduced |
| Brown Miller Wealth Management, LLC | 43,925 | $7.47M | 3.73% | −149−0.3% | Reduced |
| SlateStone Wealth, LLC | 43,847 | $7.46M | 0.97% | +2,986+7.3% | Added |
| Gibraltar Capital Management, Inc. | 43,820 | $7.45M | 3.18% | −8,016−15.5% | Reduced |
| DCM Advisors, LLC | 43,700 | $7.43M | 2.66% | +2,912+7.1% | Added |
| Granite Investment Partners, LLC | 43,630 | $7.42M | 0.29% | 00.0% | Unchanged |
| Graypoint LLC | 43,575 | $7.41M | 0.60% | −4,743−9.8% | Reduced |
| Stablepoint Partners, LLC | 43,440 | $7.39M | 1.89% | +43,440 | New |
| QV Investors Inc. | 43,440 | $7.39M | 0.67% | −1,210−2.7% | Reduced |
| Intrust Bank NA | 43,410 | $7.38M | 0.86% | +225+0.5% | Added |
| City Holding Co | 43,402 | $7.38M | 1.19% | +1,316+3.1% | Added |
| Douglass Winthrop Advisors, LLC | 43,340 | $7.37M | 0.16% | +3,231+8.1% | Added |
| NBC Securities, Inc. | 43,315 | $7.37M | 0.74% | +2,300+5.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 43,299 | $7.37M | 1.89% | −369−0.8% | Reduced |
| Harvey Capital Management Inc | 43,242 | $7.36M | 2.44% | −150−0.3% | Reduced |
| Coerente Capital Management | 43,234 | $7.35M | 1.50% | +1,982+4.8% | Added |
| Colonial Trust Co | 43,164 | $7.34M | 1.53% | +4,674+12.1% | Added |
| DT Investment Partners, LLC | 41,557 | $7.33M | 0.79% | +513+1.2% | Added |
| IFP Advisors, Inc | 42,977 | $7.31M | 0.35% | −5,619−11.6% | Reduced |
| Joel Isaacson & Co., LLC | 42,971 | $7.31M | 0.45% | +332+0.8% | Added |
| Concentric Wealth Management, LLC | 42,923 | $7.30M | 2.12% | +399+0.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 42,785 | $7.28M | 0.03% | +5,128+13.6% | Added |
| McKinley Capital Management LLC /Delaware | 42,520 | $7.23M | 0.93% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 42,408 | $7.21M | 0.08% | +2,677+6.7% | Added |
| Schonfeld Strategic Advisors LLC | 42,271 | $7.19M | 0.06% | +6,672+18.7% | Added |
| Waldron Private Wealth LLC | 42,229 | $7.18M | 0.34% | +207+0.5% | Added |
| McDonald Partners LLC | 42,210 | $7.18M | 2.13% | −657−1.5% | Reduced |
| Sage Mountain Advisors LLC | 42,188 | $7.18M | 0.83% | −211−0.5% | Reduced |
| Alpha Omega Wealth Management LLC | 42,173 | $7.17M | 1.19% | −530−1.2% | Reduced |
| John G Ullman & Associates Inc | 42,018 | $7.15M | 1.13% | +164+0.4% | Added |
| Institutional & Family Asset Management, LLC | 41,966 | $7.14M | 1.18% | −2,961−6.6% | Reduced |
| WCG Wealth Advisors LLC | 41,913 | $7.13M | 0.52% | −3,753−8.2% | Reduced |
| Guyasuta Investment Advisors Inc | 41,829 | $7.12M | 0.51% | +375+0.9% | Added |
| Kingswood Wealth Advisors, LLC | 41,817 | $7.11M | 0.81% | +29,812+248.3% | Added |
| Berkshire Bank | 41,807 | $7.11M | 1.88% | −59−0.1% | Reduced |
| Fusion Capital, LLC | 41,744 | $7.10M | 3.64% | +653+1.6% | Added |
| Traynor Capital Management, Inc. | 41,613 | $7.08M | 0.82% | +100+0.2% | Added |
| GQG Partners LLC | 41,589 | $7.07M | 0.01% | +8,313+25.0% | Added |
| First National Advisers, LLC | 41,586 | $7.07M | 2.04% | +10,774+35.0% | Added |
| K.J. Harrison & Partners Inc | 41,583 | $7.07M | 1.20% | −170.0% | Reduced |
| First Nebraska Trust Co | 41,575 | $7.07M | 0.82% | −240−0.6% | Reduced |
| Unison Asset Management LLC | 41,515 | $7.06M | 4.15% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 41,502 | $7.06M | 2.62% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 41,489 | $7.06M | 3.23% | +1,170+2.9% | Added |
| Parcion Private Wealth LLC | 41,428 | $7.05M | 0.64% | +516+1.3% | Added |
| Pitcairn Co | 41,304 | $7.03M | 0.52% | +6,059+17.2% | Added |
| Legacy Financial Advisors, Inc. | 41,177 | $7.00M | 1.35% | +807+2.0% | Added |
| Selway Asset Management | 41,117 | $6.99M | 2.94% | +250+0.6% | Added |
| RBF Capital, LLC | 41,000 | $6.97M | 0.44% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 40,981 | $6.97M | 3.65% | −64−0.2% | Reduced |
| Providence Capital Advisors, LLC | 40,858 | $6.95M | 1.67% | −656−1.6% | Reduced |
| Semmax Financial Advisors Inc. | 39,865 | $6.95M | 2.53% | −5,119−11.4% | Reduced |
| Chronos Wealth Management, LLC | 40,839 | $6.95M | 4.42% | +616+1.5% | Added |
| Claro Advisors LLC | 40,765 | $6.93M | 1.50% | +306+0.8% | Added |
| Beverly Hills Private Wealth, LLC | 40,755 | $6.93M | 1.81% | +1,363+3.5% | Added |
| Brighton Jones LLC | 40,649 | $6.91M | 0.29% | +5,430+15.4% | Added |
| Leith Wheeler Investment Counsel Ltd. | 54,971 | $6.91M | 0.76% | +27,277+98.5% | Added |
| Souders Financial Advisors | 40,622 | $6.91M | 1.18% | −466−1.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 40,609 | $6.91M | 0.81% | +921+2.3% | Added |
| Bristlecone Advisors, LLC | 40,543 | $6.90M | 0.70% | −447−1.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 40,219 | $6.84M | 6.33% | −314−0.8% | Reduced |
| Lake Street Financial LLC | 40,206 | $6.84M | 1.08% | −2,924−6.8% | Reduced |
| Cutler Group LP | 40,158 | $6.83M | 0.95% | +27,142+208.5% | Added |
| Hilton Capital Management, LLC | 40,117 | $6.82M | 0.73% | −25−0.1% | Reduced |
| Q Capital Solutions | 40,081 | $6.82M | 5.61% | −6,983−14.8% | Reduced |
| Confluence Wealth Services, Inc. | 40,030 | $6.81M | 0.75% | −1,493−3.6% | Reduced |
| Citizens National Bank Trust Department | 40,016 | $6.81M | 1.73% | −375−0.9% | Reduced |
| Capital Asset Advisory Services LLC | 39,818 | $6.77M | 0.42% | +900+2.3% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 39,747 | $6.76M | 1.54% | +38,758+3,918.9% | Added |