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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 34,191 | $5.82M | 0.56% | 00.0% | Unchanged |
| Citizens Business Bank | 34,166 | $5.81M | 1.28% | −1,550−4.3% | Reduced |
| Teza Capital Management LLC | 34,024 | $5.79M | 0.97% | +29,164+600.1% | Added |
| Independent Financial Group, LLC | 34,017 | $5.79M | 0.31% | +820+2.5% | Added |
| Family Legacy, Inc. | 33,958 | $5.78M | 2.21% | +70.0% | Added |
| Bill Few Associates, Inc. | 33,909 | $5.77M | 2.63% | +311+0.9% | Added |
| Paradigm Financial Partners, LLC | 33,828 | $5.75M | 1.40% | +999+3.0% | Added |
| Hallmark Capital Management Inc | 33,813 | $5.75M | 0.45% | −1,070−3.1% | Reduced |
| WealthShield Partners, LLC | 33,794 | $5.75M | 0.95% | +379+1.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 33,780 | $5.75M | 1.69% | +33,780 | New |
| Sigma Planning Corp | 33,779 | $5.75M | 0.45% | −45,339−57.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 33,706 | $5.73M | 2.66% | +33,706 | New |
| Atlantic Trust, LLC | 33,674 | $5.73M | 1.57% | +6,073+22.0% | Added |
| Napa Wealth Management | 33,641 | $5.72M | 3.11% | +33,641 | New |
| Patten Group, Inc. | 33,424 | $5.69M | 1.54% | −335−1.0% | Reduced |
| Globeflex Capital L P | 33,400 | $5.68M | 0.58% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 33,362 | $5.67M | 1.50% | +104+0.3% | Added |
| Palmer Knight Co | 33,329 | $5.67M | 3.42% | −48−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 33,291 | $5.66M | 1.50% | −900−2.6% | Reduced |
| NTV Asset Management LLC | 33,275 | $5.66M | 0.95% | −2,041−5.8% | Reduced |
| Moody National Bank Trust Division | 33,211 | $5.65M | 0.44% | −29,902−47.4% | Reduced |
| WealthPLAN Partners, LLC | 33,192 | $5.65M | 0.58% | +1,331+4.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 33,119 | $5.63M | 4.09% | 00.0% | Unchanged |
| Golden State Equity Partners | 33,090 | $5.63M | 1.37% | +492+1.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $5.61M | 1.45% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 32,385 | $5.60M | 0.31% | −12,525−27.9% | Reduced |
| Ahl Investment Management, Inc. | 32,850 | $5.59M | 4.58% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 32,807 | $5.58M | 0.63% | +4,303+15.1% | Added |
| apricus wealth, LLC | 32,772 | $5.57M | 4.25% | +749+2.3% | Added |
| Clarity Wealth Advisors, LLC | 32,748 | $5.57M | 2.11% | +2,490+8.2% | Added |
| Manhattan West Asset Management, LLC | 32,705 | $5.56M | 1.56% | +3,430+11.7% | Added |
| Greenline Partners, LLC | 32,606 | $5.55M | 0.94% | +30+0.1% | Added |
| Nikulski Financial, Inc. | 32,468 | $5.52M | 2.02% | +279+0.9% | Added |
| SeaCrest Wealth Management, LLC | 32,002 | $5.51M | 0.68% | −30.0% | Reduced |
| Regal Investment Advisors LLC | 32,381 | $5.51M | 0.42% | +8,677+36.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 32,350 | $5.50M | 2.56% | +1,420+4.6% | Added |
| Wealth Effects LLC | 32,350 | $5.50M | 2.07% | +2,478+8.3% | Added |
| Everpar Advisors LLC | 32,302 | $5.49M | 2.56% | +32,302 | New |
| Chapin Davis, Inc. | 32,298 | $5.49M | 2.31% | +53+0.2% | Added |
| Belpointe Asset Management LLC | 32,291 | $5.49M | 0.48% | +709+2.2% | Added |
| Duff & Phelps Investment Management Co | 32,222 | $5.48M | 0.07% | +100+0.3% | Added |
| Field & Main Bank | 32,211 | $5.48M | 2.32% | −80.0% | Reduced |
| Ethic Inc. | 32,192 | $5.48M | 0.16% | +5,208+19.3% | Added |
| Csenge Advisory Group | 32,164 | $5.47M | 0.34% | +2,066+6.9% | Added |
| Washington Trust Advisors, Inc. | 32,144 | $5.47M | 0.52% | −263−0.8% | Reduced |
| Cary Street Partners Asset Management LLC | 32,082 | $5.46M | 0.94% | −1,404−4.2% | Reduced |
| Arden Trust Co | 32,033 | $5.45M | 0.80% | −752−2.3% | Reduced |
| Redwood Investments, LLC | 32,030 | $5.45M | 1.42% | +2,622+8.9% | Added |
| Legacy CG, LLC | 31,994 | $5.44M | 2.07% | +5,542+21.0% | Added |
| IFG Advisory, LLC | 31,989 | $5.44M | 0.40% | −608−1.9% | Reduced |
| Green Square Capital Advisors LLC | 31,807 | $5.41M | 0.73% | −2,974−8.6% | Reduced |
| LVW Advisors, LLC | 31,800 | $5.41M | 1.01% | −3,622−10.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,790 | $5.41M | 3.72% | −497−1.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 31,774 | $5.41M | 1.57% | +880+2.8% | Added |
| Pegasus Asset Management, Inc. | 31,769 | $5.40M | 2.32% | +346+1.1% | Added |
| Financial Advisory Service, Inc. | 31,709 | $5.39M | 0.51% | +3,724+13.3% | Added |
| Lincoln Capital LLC | 31,688 | $5.39M | 1.31% | −228−0.7% | Reduced |
| L2 Asset Management, LLC | 31,602 | $5.38M | 2.21% | +30,420+2,573.6% | Added |
| Bank of New Hampshire | 31,592 | $5.37M | 1.52% | −707−2.2% | Reduced |
| Summit Trail Advisors, LLC | 31,539 | $5.36M | 0.18% | −7,575−19.4% | Reduced |
| Abbot Financial Management, Inc. | 31,426 | $5.35M | 3.22% | −193−0.6% | Reduced |
| Weil Company, Inc. | 31,381 | $5.34M | 2.34% | −6,238−16.6% | Reduced |
| Eudaimonia Partners, LLC | 31,373 | $5.34M | 1.40% | −4,300−12.1% | Reduced |
| Little House Capital LLC | 31,371 | $5.34M | 1.95% | +67+0.2% | Added |
| E&G Advisors, LP | 31,348 | $5.33M | 1.89% | −1,049−3.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 31,289 | $5.32M | 1.08% | +336+1.1% | Added |
| Silvant Capital Management LLC | 31,284 | $5.32M | 0.29% | −56−0.2% | Reduced |
| Argent Advisors, Inc. | 31,256 | $5.32M | 2.33% | −726−2.3% | Reduced |
| MidWestOne Financial Group, Inc. | 31,207 | $5.31M | 1.01% | −2,638−7.8% | Reduced |
| Ironvine Capital Partners, LLC | 31,164 | $5.30M | 0.64% | +10.0% | Added |
| Centaurus Financial, Inc. | 31,112 | $5.29M | 0.40% | −818−2.6% | Reduced |
| Churchill Management Corp | 31,015 | $5.28M | 0.08% | +393+1.3% | Added |
| Sandhill Capital Partners LLC | 30,972 | $5.27M | 0.44% | −3,332−9.7% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 30,970 | $5.27M | 3.73% | −1,000−3.1% | Reduced |
| BFSG, LLC | 30,940 | $5.26M | 0.77% | −94−0.3% | Reduced |
| Bedel Financial Consulting, Inc. | 30,882 | $5.25M | 0.96% | −1,206−3.8% | Reduced |
| Cigna Investments Inc | 30,861 | $5.25M | 1.09% | −128−0.4% | Reduced |
| Wedmont Private Capital | 30,440 | $5.24M | 0.43% | +4,050+15.3% | Added |
| Butensky & Cohen Financial Security, Inc | 30,724 | $5.23M | 1.74% | +183+0.6% | Added |
| Hengehold Capital Management LLC | 30,638 | $5.21M | 0.62% | −218−0.7% | Reduced |
| MTM Investment Management, LLC | 30,581 | $5.20M | 2.38% | −267−0.9% | Reduced |
| MSH Capital Advisors LLC | 30,565 | $5.20M | 1.94% | −2,948−8.8% | Reduced |
| Americana Partners, LLC | 29,510 | $5.20M | 0.50% | −1,098−3.6% | Reduced |
| RDA Financial Network | 30,505 | $5.19M | 1.97% | +400+1.3% | Added |
| Zevenbergen Capital Investments LLC | 30,388 | $5.17M | 0.12% | +1,590+5.5% | Added |
| Stonebrook Private Inc. | 30,375 | $5.17M | 1.73% | +30,375 | New |
| Fidelis Capital Partners, LLC | 30,326 | $5.16M | 1.14% | +7,008+30.1% | Added |
| Enterprise Bank & Trust Co | 30,277 | $5.15M | 1.83% | +2,406+8.6% | Added |
| Synergy Financial Management, LLC | 30,238 | $5.14M | 0.92% | −765−2.5% | Reduced |
| West Branch Capital LLC | 30,183 | $5.13M | 2.41% | +936+3.2% | Added |
| 9258 Wealth Management, LLC | 30,157 | $5.13M | 0.90% | −28−0.1% | Reduced |
| Clarius Group, LLC | 30,148 | $5.13M | 0.43% | −1,499−4.7% | Reduced |
| Valmark Advisers, Inc. | 30,114 | $5.12M | 0.10% | +2,063+7.4% | Added |
| Lake Street Advisors Group, LLC | 30,094 | $5.12M | 0.26% | +765+2.6% | Added |
| Univest Financial Corp | 30,093 | $5.12M | 1.51% | −362−1.2% | Reduced |
| EPG Wealth Management LLC | 29,366 | $5.12M | 1.35% | −1,926−6.2% | Reduced |
| Chicago Trust Co NA | 30,041 | $5.11M | 1.14% | −5,429−15.3% | Reduced |
| Fairhaven Wealth Management, LLC | 30,010 | $5.10M | 1.87% | −383−1.3% | Reduced |
| Allen Holding Inc | 30,000 | $5.10M | 0.71% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $5.10M | 1.13% | 00.0% | Unchanged |