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 |
|---|---|---|---|---|---|
| CX Institutional | 39,509 | $6.72M | 0.36% | +254+0.6% | Added |
| Howland Capital Management LLC | 39,448 | $6.71M | 0.35% | −1,354−3.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,404 | $6.70M | 0.41% | −199−0.5% | Reduced |
| Van Strum & Towne Inc. | 39,399 | $6.70M | 2.63% | −166−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 39,388 | $6.70M | 0.27% | −3,403−8.0% | Reduced |
| Atomi Financial Group, Inc. | 39,328 | $6.69M | 0.93% | +9,683+32.7% | Added |
| Westover Capital Advisors, LLC | 39,224 | $6.67M | 2.17% | +2,720+7.5% | Added |
| Cornercap Investment Counsel Inc | 39,154 | $6.66M | 1.09% | +448+1.2% | Added |
| Robertson Stephens Wealth Management, LLC | 39,088 | $6.65M | 0.42% | +2,877+7.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 38,949 | $6.63M | 2.23% | −270−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 38,898 | $6.62M | 0.39% | +3,917+11.2% | Added |
| Jaffetilchin Investment Partners, LLC | 38,843 | $6.61M | 0.64% | +541+1.4% | Added |
| Claar Advisors LLC | 38,800 | $6.60M | 2.34% | 00.0% | Unchanged |
| tru Independence LLC | 38,785 | $6.60M | 2.00% | −532−1.4% | Reduced |
| Advocate Group LLC | 38,710 | $6.58M | 1.41% | +4,360+12.7% | Added |
| Concorde Financial Corp | 38,705 | $6.58M | 4.51% | +32,705+545.1% | Added |
| Insigneo Advisory Services, LLC | 38,670 | $6.58M | 0.93% | +3,865+11.1% | Added |
| Udine Wealth Management, Inc. | 38,636 | $6.57M | 5.23% | −888−2.2% | Reduced |
| Mechanics Bank Trust Department | 38,634 | $6.57M | 1.03% | +1,764+4.8% | Added |
| Hohimer Wealth Management, LLC | 38,502 | $6.55M | 1.66% | −891−2.3% | Reduced |
| Essex LLC | 38,456 | $6.54M | 1.63% | +1,499+4.1% | Added |
| Peloton Wealth Strategists | 38,308 | $6.52M | 2.82% | −1,710−4.3% | Reduced |
| Advanced Asset Management Advisors Inc | 38,302 | $6.52M | 1.55% | +20.0% | Added |
| Checchi Capital Advisers, LLC | 38,231 | $6.50M | 0.53% | +143+0.4% | Added |
| DLK Investment Management, LLC | 38,227 | $6.50M | 2.96% | +38,227 | New |
| PDS Planning, Inc | 38,162 | $6.49M | 0.74% | +840+2.3% | Added |
| Boston Research & Management Inc | 38,081 | $6.48M | 1.72% | +636+1.7% | Added |
| Empire Financial Management Company, LLC | 37,975 | $6.46M | 2.53% | +315+0.8% | Added |
| Ami Investment Management Inc | 37,915 | $6.45M | 2.62% | −284−0.7% | Reduced |
| Bogart Wealth, LLC | 37,852 | $6.44M | 0.36% | −719−1.9% | Reduced |
| Allen Capital Group, LLC | 37,807 | $6.43M | 1.06% | +615+1.7% | Added |
| White Pine Investment CO | 37,726 | $6.42M | 2.07% | −1,477−3.8% | Reduced |
| Somerset Trust Co | 37,688 | $6.41M | 2.81% | −1,183−3.0% | Reduced |
| YHB Investment Advisors, Inc. | 37,634 | $6.40M | 0.62% | +508+1.4% | Added |
| SPC Financial, Inc. | 37,628 | $6.40M | 0.65% | +2,045+5.7% | Added |
| Bridgewater Advisors Inc. | 37,625 | $6.40M | 0.97% | +1,091+3.0% | Added |
| PFG Advisors | 37,537 | $6.38M | 0.52% | +1,759+4.9% | Added |
| Sitrin Capital Management LLC | 37,394 | $6.36M | 3.71% | −558−1.5% | Reduced |
| TRUE Private Wealth Advisors | 37,316 | $6.35M | 0.80% | −973−2.5% | Reduced |
| Kovack Advisors, Inc. | 37,311 | $6.35M | 0.75% | +3,480+10.3% | Added |
| Parkwood LLC | 37,276 | $6.34M | 1.02% | −854−2.2% | Reduced |
| First Personal Financial Services | 37,256 | $6.34M | 1.54% | +505+1.4% | Added |
| Harbor Advisory Corp | 37,242 | $6.33M | 2.27% | −1,262−3.3% | Reduced |
| Chemistry Wealth Management LLC | 37,174 | $6.32M | 1.91% | −150−0.4% | Reduced |
| MSA Advisors, LLC | 37,150 | $6.32M | 2.20% | +37,150 | New |
| Hollencrest Capital Management | 37,111 | $6.31M | 0.60% | +596+1.6% | Added |
| CAPROCK Group, Inc. | 37,075 | $6.31M | 0.40% | +4,770+14.8% | Added |
| Werlinich Asset Management, LLC | 37,197 | $6.30M | 4.77% | −635−1.7% | Reduced |
| Exchange Capital Management, Inc. | 36,963 | $6.29M | 1.13% | −472−1.3% | Reduced |
| Myriad Asset Management US LP | 36,880 | $6.27M | 3.47% | +36,880 | New |
| Founders Capital Management | 36,868 | $6.27M | 4.56% | −125−0.3% | Reduced |
| Arjuna Capital | 36,849 | $6.27M | 1.96% | −8,866−19.4% | Reduced |
| Security National Bank | 36,823 | $6.26M | 1.41% | +2,017+5.8% | Added |
| Systematic Alpha Investments, LLC | 36,804 | $6.26M | 0.28% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 36,773 | $6.26M | 0.29% | +167+0.5% | Added |
| Pathway Financial Advisers, LLC | 36,616 | $6.23M | 2.37% | +160+0.4% | Added |
| Bowen Hanes & Co Inc | 36,535 | $6.21M | 0.19% | −1,300−3.4% | Reduced |
| Legacy Trust | 36,504 | $6.21M | 1.62% | +201+0.6% | Added |
| New Hampshire Trust | 36,490 | $6.21M | 1.49% | −794−2.1% | Reduced |
| Capital Insight Partners, LLC | 36,368 | $6.19M | 1.27% | +531+1.5% | Added |
| Philadelphia Trust Co | 36,354 | $6.18M | 0.58% | −1,798−4.7% | Reduced |
| Baugh & Associates, LLC | 36,322 | $6.18M | 3.55% | −420−1.1% | Reduced |
| Schmidt P J Investment Management Inc | 35,749 | $6.16M | 1.22% | −833−2.3% | Reduced |
| Brick & Kyle, Associates | 36,183 | $6.15M | 3.06% | −235−0.6% | Reduced |
| Lindbrook Capital, LLC | 36,074 | $6.14M | 0.61% | +1,761+5.1% | Added |
| Excalibur Management Corp | 36,014 | $6.13M | 2.88% | −878−2.4% | Reduced |
| Forte Capital LLC | 35,982 | $6.12M | 0.84% | +1,234+3.6% | Added |
| Independence Bank of Kentucky | 35,963 | $6.12M | 2.15% | +6,452+21.9% | Added |
| TFG Advisers LLC | 35,950 | $6.12M | 2.57% | +711+2.0% | Added |
| Blue Fin Capital, Inc. | 35,727 | $6.08M | 1.56% | −864−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 35,684 | $6.07M | 0.22% | −1,494−4.0% | Reduced |
| Davis-Rea Ltd. | 35,682 | $6.07M | 3.11% | −3,886−9.8% | Reduced |
| Stone Point Wealth LLC | 35,640 | $6.06M | 2.32% | −1,709−4.6% | Reduced |
| Cordatus Wealth Management LLC | 35,610 | $6.06M | 5.01% | −554−1.5% | Reduced |
| Principal Street Partners, LLC | 35,486 | $6.04M | 1.46% | −4,098−10.4% | Reduced |
| Horan Capital Advisors, LLC. | 35,484 | $6.04M | 2.21% | −840−2.3% | Reduced |
| Itau Unibanco Holding S.A. | 35,419 | $6.02M | 0.20% | +34,354+3,225.7% | Added |
| Qtron Investments LLC | 35,408 | $6.02M | 0.99% | +2,574+7.8% | Added |
| MN Wealth Advisors, LLC | 35,353 | $6.01M | 4.14% | +35,353 | New |
| Argyle Capital Management Inc. | 35,327 | $6.01M | 2.49% | −7,500−17.5% | Reduced |
| Gifford Fong Associates | 35,296 | $6.00M | 1.28% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 323,532 | $5.98M | 0.76% | +323,532 | New |
| Paradiem, LLC | 35,174 | $5.98M | 1.67% | −22,092−38.6% | Reduced |
| Augustine Asset Management Inc | 35,144 | $5.98M | 2.65% | −144−0.4% | Reduced |
| Marcum Wealth, LLC | 35,143 | $5.98M | 0.64% | −49−0.1% | Reduced |
| Quantitative Investment Management, LLC | 35,090 | $5.97M | 0.34% | −46,427−57.0% | Reduced |
| Cottage Street Advisors LLC | 35,111 | $5.96M | 4.03% | +10.0% | Added |
| Burney Co | 35,061 | $5.96M | 0.25% | −14,263−28.9% | Reduced |
| McBroom & Associates, LLC | 34,998 | $5.95M | 4.34% | −462−1.3% | Reduced |
| Sentinel Trust Co Lba | 34,974 | $5.95M | 0.78% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 34,969 | $5.95M | 1.65% | −327−0.9% | Reduced |
| Monticello Wealth Management, LLC | 34,936 | $5.94M | 0.55% | −518−1.5% | Reduced |
| Charles Carroll Financial Partners, LLC | 34,905 | $5.94M | 6.39% | +2,000+6.1% | Added |
| Anchor Investment Management, LLC | 34,875 | $5.93M | 0.68% | +4,871+16.2% | Added |
| Bernzott Capital Advisors | 34,623 | $5.89M | 2.30% | −11,074−24.2% | Reduced |
| Arete Wealth Advisors, LLC | 34,862 | $5.85M | 0.45% | +34,862 | New |
| Mission Wealth Management, LP | 34,379 | $5.85M | 0.19% | +2,423+7.6% | Added |
| Johnson Financial Group, Inc. | 34,286 | $5.83M | 0.32% | −584−1.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 34,284 | $5.83M | 1.89% | +1,887+5.8% | Added |
| Strategic Blueprint, LLC | 34,252 | $5.83M | 0.48% | +24+0.1% | Added |