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 |
|---|---|---|---|---|---|
| MYDA Advisors LLC | 30,000 | $5.10M | 2.25% | +30,000 | New |
| Berry Wealth Group, LP | 29,930 | $5.09M | 4.68% | +29,930 | New |
| Rockline Wealth Management, LLC | 29,874 | $5.08M | 2.11% | +29,874 | New |
| Buckhead Capital Management LLC | 29,846 | $5.08M | 1.88% | +1,477+5.2% | Added |
| Romano Brothers and Company | 29,815 | $5.07M | 0.76% | −1,990−6.3% | Reduced |
| First Business Financial Services, Inc. | 29,810 | $5.07M | 0.59% | +437+1.5% | Added |
| Edgestream Partners, L.P. | 29,788 | $5.07M | 0.36% | +20,264+212.8% | Added |
| Amarillo National Bank | 29,786 | $5.07M | 0.97% | +272+0.9% | Added |
| Exencial Wealth Advisors, LLC | 29,767 | $5.06M | 0.21% | +978+3.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $5.05M | 1.75% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29,651 | $5.04M | 0.64% | +241+0.8% | Added |
| Lauterbach Financial Advisors, LLC | 29,535 | $5.02M | 3.50% | +210+0.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 29,533 | $5.02M | 0.67% | +7,237+32.5% | Added |
| Cidel Asset Management Inc | 29,452 | $5.01M | 0.21% | +24,209+461.7% | Added |
| Aspiriant, LLC | 29,408 | $5.00M | 0.23% | +789+2.8% | Added |
| Triangle Securities Wealth Management | 29,339 | $4.99M | 1.55% | +81+0.3% | Added |
| Trust Point Inc. | 29,321 | $4.99M | 0.41% | +29,321 | New |
| RFG Advisory, LLC | 29,316 | $4.99M | 0.19% | −148−0.5% | Reduced |
| Covenant Asset Management, LLC | 29,236 | $4.97M | 1.38% | −818−2.7% | Reduced |
| Evergreen Private Wealth LLC | 29,221 | $4.97M | 2.68% | +29,221 | New |
| Platform Technology Partners | 28,249 | $4.97M | 1.93% | +953+3.5% | Added |
| Headinvest, LLC | 29,122 | $4.95M | 1.03% | −1,017−3.4% | Reduced |
| Smithfield Trust Co | 29,139 | $4.95M | 0.28% | +324+1.1% | Added |
| Connable Office Inc | 29,109 | $4.95M | 0.60% | −894−3.0% | Reduced |
| Vise Technologies, Inc. | 29,092 | $4.95M | 1.07% | +2,419+9.1% | Added |
| Peddock Capital Advisors, LLC | 29,082 | $4.95M | 1.51% | −134−0.5% | Reduced |
| Brookmont Capital Management | 29,058 | $4.94M | 2.77% | −159−0.5% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,078 | $4.94M | 0.34% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 29,006 | $4.93M | 1.19% | −3,700−11.3% | Reduced |
| EULAV Asset Management | 29,000 | $4.93M | 0.15% | −120.0% | Reduced |
| Shelter Mutual Insurance Co | 29,000 | $4.93M | 1.36% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 28,998 | $4.93M | 1.49% | −1,312−4.3% | Reduced |
| Strategic Financial Services, Inc, | 28,915 | $4.92M | 0.35% | −451−1.5% | Reduced |
| Hall Capital Management Co Inc | 28,913 | $4.92M | 2.89% | +657+2.3% | Added |
| Atlas Private Wealth Management | 28,906 | $4.92M | 2.31% | +1,371+5.0% | Added |
| Prosperity Consulting Group, LLC | 28,906 | $4.92M | 1.65% | +2,488+9.4% | Added |
| HCR Wealth Advisors | 28,861 | $4.91M | 0.78% | +9,571+49.6% | Added |
| RMR Wealth Builders | 28,856 | $4.91M | 0.69% | +1,945+7.2% | Added |
| Richard Bernstein Advisors LLC | 28,804 | $4.90M | 0.11% | +18+0.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 28,668 | $4.88M | 1.30% | +159+0.6% | Added |
| AdvisorNet Financial, Inc | 28,630 | $4.87M | 0.45% | +960+3.5% | Added |
| Investors Asset Management of Georgia Inc | 28,697 | $4.87M | 2.47% | −2,499−8.0% | Reduced |
| StoneX Group Inc. | 28,611 | $4.87M | 0.48% | +1,174+4.3% | Added |
| Nilsine Partners, LLC | 28,585 | $4.86M | 0.75% | −3,075−9.7% | Reduced |
| Lincluden Management Ltd | 28,573 | $4.86M | 0.59% | +18,715+189.8% | Added |
| Syon Capital LLC | 28,527 | $4.85M | 0.50% | +3,517+14.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 28,382 | $4.83M | 0.94% | +3,428+13.7% | Added |
| Buckingham Capital Management, Inc. | 28,340 | $4.82M | 0.65% | −6,232−18.0% | Reduced |
| Act Two Investors LLC | 28,332 | $4.82M | 1.04% | +559+2.0% | Added |
| Athena Investment Management | 28,324 | $4.82M | 3.12% | +22+0.1% | Added |
| Sunbelt Securities, Inc. | 28,197 | $4.80M | 0.60% | −946−3.2% | Reduced |
| Marino, Stram & Associates LLC | 28,133 | $4.79M | 1.24% | +117+0.4% | Added |
| Old Port Advisors | 28,126 | $4.78M | 1.59% | +296+1.1% | Added |
| Hudock, Inc. | 28,113 | $4.78M | 1.03% | −1,201−4.1% | Reduced |
| Ironwood Investment Counsel, LLC | 28,111 | $4.78M | 0.89% | +150+0.5% | Added |
| Crystal Rock Capital Management | 28,068 | $4.77M | 3.15% | −775−2.7% | Reduced |
| Proequities, Inc. | 28,046 | $4.77M | 0.34% | +441+1.6% | Added |
| LJI Wealth Management, LLC | 28,036 | $4.77M | 1.24% | +2,050+7.9% | Added |
| Mach-1 Financial Group, Inc. | 28,007 | $4.76M | 1.81% | −5,011−15.2% | Reduced |
| Monetta Financial Services Inc | 28,000 | $4.76M | 4.54% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 27,985 | $4.76M | 1.37% | +1,500+5.7% | Added |
| Valley National Advisers Inc | 27,984 | $4.76M | 0.76% | −1,744−5.9% | Reduced |
| Advisor Resource Council | 27,972 | $4.76M | 0.55% | +21,710+346.7% | Added |
| Calamos Wealth Management LLC | 27,924 | $4.75M | 0.30% | −836−2.9% | Reduced |
| Parkside Financial Bank & Trust | 27,919 | $4.75M | 0.86% | +7,211+34.8% | Added |
| McKinley Carter Wealth Services, Inc. | 27,912 | $4.75M | 0.35% | −1,355−4.6% | Reduced |
| Invera Wealth Advisors, LLC | 27,832 | $4.73M | 2.96% | +27,832 | New |
| Moloney Securities Asset Management, LLC | 27,813 | $4.73M | 0.76% | −50−0.2% | Reduced |
| Resonant Capital Advisors, LLC | 27,790 | $4.73M | 0.46% | −1,768−6.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 27,786 | $4.73M | 1.48% | +3,361+13.8% | Added |
| Mill Creek Capital Advisors, LLC | 27,780 | $4.73M | 0.14% | −904−3.2% | Reduced |
| Vident Advisory, LLC | 27,769 | $4.72M | 0.12% | +2,271+8.9% | Added |
| Mattern Wealth Management LLC | 27,740 | $4.72M | 1.21% | +667+2.5% | Added |
| Permanens Capital L.P. | 27,738 | $4.72M | 0.92% | +6,335+29.6% | Added |
| Consolidated Investment Group LLC | 27,692 | $4.71M | 0.83% | 00.0% | Unchanged |
| Addison Capital Co | 27,694 | $4.71M | 2.92% | +5,621+25.5% | Added |
| Sargent Investment Group, LLC | 27,689 | $4.71M | 1.03% | +342+1.3% | Added |
| Affinity Investment Advisors, LLC | 27,678 | $4.71M | 3.20% | +2,208+8.7% | Added |
| Wasatch Advisors Inc | 27,630 | $4.70M | 0.03% | −2,000−6.7% | Reduced |
| Icon Advisers Inc | 27,587 | $4.69M | 1.07% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 27,494 | $4.68M | 1.22% | −525−1.9% | Reduced |
| Arlington Financial Advisors, LLC | 27,410 | $4.66M | 1.39% | +18+0.1% | Added |
| CFM Wealth Partners LLC | 27,400 | $4.66M | 1.05% | +240+0.9% | Added |
| Owen LaRue, LLC | 27,357 | $4.65M | 4.43% | +2,168+8.6% | Added |
| Source Financial Advisors LLC | 27,321 | $4.65M | 1.44% | −2,022−6.9% | Reduced |
| GM Advisory Group, Inc. | 27,321 | $4.65M | 0.35% | +1,081+4.1% | Added |
| Bank Hapoalim BM | 27,270 | $4.64M | 0.63% | −15,374−36.1% | Reduced |
| Hayek Kallen Investment Management | 27,257 | $4.64M | 1.94% | +18+0.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 27,240 | $4.63M | 2.63% | −243−0.9% | Reduced |
| Delta Capital Management LLC | 27,145 | $4.62M | 3.22% | −65−0.2% | Reduced |
| Farther Finance Advisors, LLC | 27,099 | $4.61M | 0.33% | +8,884+48.8% | Added |
| Hudson Capital Management LLC | 27,017 | $4.60M | 1.67% | −306−1.1% | Reduced |
| Monetary Management Group Inc | 27,004 | $4.59M | 1.43% | +385+1.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 27,000 | $4.59M | 0.67% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 26,973 | $4.59M | 1.28% | −342−1.3% | Reduced |
| Uncommon Cents Investing LLC | 26,940 | $4.58M | 1.52% | +655+2.5% | Added |
| SYSTM Wealth Solutions LLC | 26,864 | $4.57M | 0.63% | −3,773−12.3% | Reduced |
| Midland Wealth Advisors LLC | 26,860 | $4.57M | 0.31% | +26,860 | New |
| First PREMIER Bank | 26,785 | $4.56M | 1.28% | +57+0.2% | Added |
| Alpha DNA Investment Management LLC | 26,792 | $4.56M | 2.71% | −4,872−15.4% | Reduced |